Commonwealth Equity Services, LLC Incresed Positions in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.13M
+ 395.89%
$33.84 - $37.77 $174M - $194M
6.43M $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
107K
+ 6.78%
$442.66 - $534.52 $47.4M - $57.2M
1.68M $897M
VEA
Vanguard Ftse Developed Market

ETFs
2.26M
+ 13.82%
$47.4 - $52.99 $107M - $120M
18.6M $947M
PVAL
Putnam ETF Tr Putnam Focused L
2.52M
+ 205.7%
$36.8 - $39.59 $92.9M - $99.9M
3.75M $143M
GLD
Spdr Gold Trust

ETFs
162K
+ 16.49%
$243.19 - $288.14 $39.3M - $46.6M
1.14M $329M
RSP
Invesco S&P 500 Equal Weight E

ETFs
435K
+ 34.05%
$169.43 - $182.84 $73.6M - $79.5M
1.71M $296M
IAU
Ishares Gold Trust

ETFs
612K
+ 18.89%
$49.74 - $58.96 $30.4M - $36.1M
3.85M $227M
AVUS
American Centy ETF Tr Avantis

ETFs
649K
+ 151.94%
$90.7 - $101.57 $58.9M - $66M
1.08M $99.5M
IEFA
Ishares Tr

ETFs
481K
+ 15.62%
$69.57 - $78.65 $33.5M - $37.8M
3.56M $269M
PULS
Pgim ETF Tr

ETFs
969K
+ 91.36%
$49.56 - $49.78 $48M - $48.2M
2.03M $101M
CGDV
Capital Group Divid Value ETF

ETFs
1.22M
+ 15.16%
$34.95 - $37.36 $42.7M - $45.7M
9.29M $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
424K
+ 22.84%
$95.85 - $99.25 $40.7M - $42.1M
2.28M $226M
T Rowe Price ETF Inc
1.51M
+ 44.07%
N/A
4.93M $159M
JEPI
J P Morgan Exchange Traded Fd

ETFs
778K
+ 18.87%
$56.17 - $59.71 $43.7M - $46.5M
4.9M $280M
SUB
Ishares Short Term National Mu

ETFs
389K
+ 146.5%
$105.3 - $106.24 $41M - $41.4M
655K $69.2M
VTI
Vanguard Total Stock Market Et

ETFs
274K
+ 11.96%
$271.18 - $303.12 $74.2M - $82.9M
2.56M $704M
JCPB
J P Morgan Exchange Traded Fd

ETFs
832K
+ 113.14%
$45.56 - $47.23 $37.9M - $39.3M
1.57M $73.7M
XOM
Exxon Mobil Corp

Energy
93.3K
+ 3.74%
$105.44 - $118.93 $9.84M - $11.1M
2.59M $308M
V
Visa Inc.

Financial Services
33.1K
+ 4.09%
$306.92 - $362.71 $10.2M - $12M
842K $295M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
811K
+ 45.05%
$41.61 - $44.72 $33.7M - $36.3M
2.61M $113M
JNJ
Johnson & Johnson

Healthcare
13.3K
+ 0.79%
$142.06 - $167.7 $1.89M - $2.23M
1.69M $280M
LLY
Eli Lilly & CO

Healthcare
17.3K
+ 4.82%
$725.72 - $929.72 $12.6M - $16.1M
377K $312M
JPM
Jpmorgan Chase & CO

Financial Services
94K
+ 5.32%
$225.19 - $279.95 $21.2M - $26.3M
1.86M $456M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
226K
+ 35.56%
$192.82 - $222.1 $43.5M - $50.1M
860K $166M
CVX
Chevron Corp

Energy
15.8K
+ 1.2%
$146.71 - $167.97 $2.32M - $2.65M
1.33M $222M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
510K
+ 7.24%
$42.5 - $46.71 $21.7M - $23.8M
7.56M $342M
COST
Costco Wholesale Corp

Consumer Defensive
20.6K
+ 5.07%
$890.62 - $1076.86 $18.4M - $22.2M
427K $404M
NFLX
Netflix Inc

Communication Services
26.8K
+ 18.08%
$828.4 - $1058.6 $22.2M - $28.4M
175K $163M
RWL
Invesco Exchange Traded Fd Tr

ETFs
305K
+ 77.78%
$96.9 - $104.39 $29.6M - $31.9M
698K $69.3M
Fidelity Covington Trust
1.12M
+ 88.55%
N/A
2.38M $75M
J P Morgan Exchange Traded F
557K
+ 230.82%
N/A
798K $42.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
589K
+ 105.96%
$50.48 - $51.04 $29.7M - $30.1M
1.15M $58.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
123K
+ 6.25%
$182.82 - $196.21 $22.5M - $24.1M
2.09M $393M
VZ
Verizon Communications Inc

Communication Services
93.5K
+ 2.1%
$37.81 - $46.49 $3.54M - $4.35M
4.55M $207M
PM
Philip Morris International Inc.

Consumer Defensive
41.7K
+ 7.44%
$117.15 - $158.79 $4.89M - $6.63M
603K $95.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
648K
+ 31.93%
$48.06 - $53.73 $31.2M - $34.8M
2.68M $131M
PFEB
Innovator U.S. Equity Power Bu

ETFs
736K
+ 183.92%
$35.54 - $37.44 $26.2M - $27.6M
1.14M $40.7M
AMGN
Amgen Inc

Healthcare
17.2K
+ 4.3%
$258.59 - $327.36 $4.44M - $5.63M
416K $130M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
251K
+ 53.23%
$100.32 - $100.76 $25.2M - $25.3M
724K $72.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
9
+ 5.81%
$663000.0 - $801950.0 $5.97M - $7.22M
164 $131M
T
At&T Inc.

Communication Services
105K
+ 2.58%
$21.56 - $28.28 $2.26M - $2.97M
4.17M $118M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
668K
+ 32.16%
$51.45 - $58.51 $34.4M - $39.1M
2.74M $142M
CGGO
Capital Group Global Growth Eq

ETFs
948K
+ 24.28%
$28.33 - $30.84 $26.9M - $29.2M
4.85M $137M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
253K
+ 38.91%
$91.45 - $91.75 $23.1M - $23.2M
902K $82.7M
RTX
Raytheon Technologies Corp

Industrials
48K
+ 4.77%
$114.1 - $135.66 $5.48M - $6.52M
1.05M $140M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
298K
+ 30.44%
$78.0 - $84.37 $23.3M - $25.1M
1.28M $102M
Pimco ETF Tr
848K
+ 91.32%
N/A
1.78M $46.8M
VIG
Vanguard Dividend Appreciation

ETFs
144K
+ 5.0%
N/A
3.02M $586M
IVE
Ishares S&P 500 Value ETF

ETFs
120K
+ 12.01%
$185.78 - $198.58 $22.3M - $23.8M
1.12M $213M
Activity Summary
Buys All Purchases 2705 New Holdings 256 Increased Positions 2449 Sells All Sells 1381 Reductions 1381 Sold out 0 Options Calls 0 Puts 0
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