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
TFJL
Innovator 20+ Year Treasury Bo
44.2K
+ 10.96%
N/A
448K $9.3M
PAYC
Paycom Software, Inc.

Technology
4.39K
+ 21.28%
$199.42 - $225.82 $876K - $992K
25K $5.47M
Ishares Tr
47.1K
+ 94.72%
N/A
96.8K $2.5M
HCA
Hca Healthcare, Inc.

Healthcare
1.01K
+ 5.2%
$296.7 - $345.55 $299K - $348K
20.4K $7.05M
ETR
Entergy Corp

Utilities
3.28K
+ 3.35%
$75.26 - $87.89 $247K - $288K
101K $8.66M
EEM
Ishares Msci Emerging Markets

ETFs
4.88K
+ 0.91%
$40.81 - $45.34 $199K - $221K
544K $23.8M
Innovator Etfs Trust
40.6K
+ 20.17%
N/A
242K $7.2M
WFRD
Weatherford International PLC

Energy
25.8K
+ 272.01%
$51.89 - $74.8 $1.34M - $1.93M
35.3K $1.89M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
141K
+ 19.69%
$16.57 - $18.85 $2.34M - $2.66M
859K $14.3M
HGER
Harbor ETF Tr All Weather Infl
18.2K
+ 4.54%
$22.23 - $24.05 $404K - $437K
419K $10.1M
VFH
Vanguard Financial ETF

ETFs
7.97K
+ 4.82%
$114.07 - $127.34 $909K - $1.01M
173K $20.7M
VNQ
Vanguard Specialized Funds Van

ETFs
1.24K
+ 0.17%
$85.55 - $94.34 $106K - $117K
730K $66.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
37K
+ 15.3%
$29.82 - $30.1 $1.1M - $1.11M
279K $8.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
44.9K
+ 6.93%
$39.81 - $42.17 $1.79M - $1.89M
693K $27.9M
SPYG
Spdr Portfolio

ETFs
176K
+ 10.21%
$80.05 - $92.39 $14.1M - $16.2M
1.9M $152M
Blackrock ETF Trust
4.91K
+ 0.58%
N/A
845K $21.9M
First Tr Exchange Traded Fd
50.7K
+ 15.22%
N/A
384K $7.96M
QDPL
Pacer Fds Tr Metaurus Us Large
47.9K
+ 14.93%
$36.5 - $40.04 $1.75M - $1.92M
369K $13.5M
JPIB
Jpmorgan International Bond Op

ETFs
23.5K
+ 75.58%
$46.97 - $48.35 $1.11M - $1.14M
54.7K $2.62M
FNY
First Trust Mid Cap Growth Alp
17.1K
+ 64.68%
N/A
43.5K $3.26M
PECO
Phillips Edison & Company, Inc.

Real Estate
36.5K
+ 18.69%
$34.43 - $37.49 $1.26M - $1.37M
232K $8.45M
MKC
Mccormick & CO Inc

Consumer Defensive
5.31K
+ 4.58%
$71.24 - $84.73 $378K - $450K
121K $9.97M
K
Kellogg CO

Consumer Defensive
10.8K
+ 6.74%
$81.06 - $82.9 $875K - $894K
171K $14.1M
AGNC
Agnc Investment Corp.

Real Estate
90.1K
+ 12.48%
$9.12 - $10.54 $822K - $950K
813K $7.78M
APH
Amphenol Corp

Technology
22K
+ 26.33%
$61.62 - $78.55 $1.35M - $1.73M
105K $6.92M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
44.2K
+ 7.88%
$22.11 - $22.43 $978K - $993K
606K $13.6M
First Tr Exchng Traded Fd Vi
36.7K
+ 187.07%
N/A
56.3K $1.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.4K
+ 5.68%
$50.87 - $51.09 $1.04M - $1.04M
379K $19.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
26.2K
+ 20.51%
$26.09 - $30.21 $685K - $793K
154K $4.49M
NI
Nisource Inc.

Utilities
11.8K
+ 6.4%
$35.57 - $41.23 $420K - $487K
196K $7.88M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.44K
+ 0.92%
$54.27 - $63.81 $78.3K - $92K
158K $10.1M
PSA
Public Storage

Real Estate
3.66K
+ 8.26%
$288.99 - $313.98 $1.06M - $1.15M
47.9K $14.3M
ATO
Atmos Energy Corp

Utilities
4.5K
+ 17.74%
$136.51 - $154.58 $614K - $695K
29.8K $4.61M
IWV
Ishares Russell 3000 ETF

ETFs
9.2K
+ 8.31%
$313.1 - $349.83 $2.88M - $3.22M
120K $38.1M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
5.9K
+ 45.16%
$178.65 - $194.73 $1.05M - $1.15M
19K $3.49M
Pimco ETF Tr
10.3K
+ 10.05%
N/A
112K $11.4M
Tidal ETF Tr
66.9K
+ 83.61%
N/A
147K $2.67M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.2K
+ 1.84%
$78.54 - $84.86 $329K - $356K
232K $19.1M
GL
Globe Life Inc.

Financial Services
939
+ 2.04%
$111.2 - $131.72 $104K - $124K
47K $6.19M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
30.4K
+ 9.68%
$49.36 - $53.08 $1.5M - $1.61M
344K $17.2M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
9.61K
+ 13.07%
$100.56 - $108.28 $966K - $1.04M
83.1K $8.57M
VEEV
Veeva Systems Inc

Healthcare
2.12K
+ 8.34%
$210.58 - $246.8 $446K - $523K
27.5K $6.37M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
95.5K
+ 53.94%
$11.63 - $13.3 $1.11M - $1.27M
273K $3.17M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
71.9K
+ 7.45%
$23.53 - $25.24 $1.69M - $1.82M
1.04M $24.7M
FYLD
Cambria Foreign Shareholder Yi

ETFs
16K
+ 4.69%
$24.97 - $27.67 $400K - $443K
358K $9.63M
TCHP
T Rowe Price Exchange Traded F

Technology
87.1K
+ 15.23%
$37.86 - $44.2 $3.3M - $3.85M
659K $25.1M
FOXA
Fox Corp

Communication Services
16.2K
+ 132.98%
$47.9 - $58.0 $775K - $938K
28.3K $1.6M
TDVG
T Rowe Price Exchange Traded F

Technology
15.3K
+ 3.2%
$39.23 - $42.13 $601K - $645K
494K $20M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
50.3K
+ 22.62%
$26.06 - $28.54 $1.31M - $1.44M
273K $7.13M
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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