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
SPH
Suburban Propane Partners LP

Utilities
3.18K
+ 1.56%
$17.64 - $22.2 $56K - $70.5K
206K $4.34M
AAXJ
Ishares Msci All Country Asia

ETFs
8.36K
+ 6.9%
$69.59 - $77.09 $582K - $644K
129K $9.58M
VTR
Ventas, Inc.

Real Estate
4.61K
+ 8.77%
$56.9 - $70.47 $262K - $325K
57.2K $3.93M
FLMI
Franklin Dynamic Municipal Bon

ETFs
34.1K
+ 26.62%
$24.22 - $24.86 $827K - $849K
162K $3.97M
BUCK
Simplify Exchange Traded Fds S
33.7K
+ 132.14%
N/A
59.2K $1.46M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
25.8K
+ 4.07%
$24.6 - $24.99 $635K - $645K
660K $16.5M
Hartford Fds Exchange Traded
21.3K
+ 29.21%
N/A
94.4K $3.67M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.7K
+ 3.37%
$24.79 - $25.26 $564K - $574K
696K $17.6M
Mfs Active Exchange Traded F
39.2K
+ 129.95%
N/A
69.3K $1.56M
ALCC
Alt C Acquisition Corp.

Financial Services
36.8K
+ 89.19%
N/A
78.1K $1.69M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
57K
+ 77.93%
$14.31 - $15.69 $816K - $895K
130K $1.88M
RGLD
Royal Gold Inc

Basic Materials
2.41K
+ 18.56%
$132.55 - $163.51 $320K - $395K
15.4K $2.52M
NRG
Nrg Energy, Inc.

Utilities
6.3K
+ 16.17%
$84.82 - $113.33 $534K - $713K
45.2K $4.32M
Mfs Active Exchange Traded F
31.5K
+ 305.41%
N/A
41.8K $1.03M
Capital Grp Fixed Incm ETF T
30K
+ 26.85%
N/A
142K $3.68M
Global X Fds
7.63K
+ 16.36%
N/A
54.3K $2.53M
MQ
Marqeta, Inc.

Technology
184K
+ 334.66%
$3.51 - $4.57 $646K - $841K
239K $985K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
10.6K
+ 15.61%
$79.96 - $87.71 $850K - $932K
78.7K $6.47M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
27.8K
+ 20.22%
$20.29 - $22.36 $565K - $622K
165K $3.65M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30.5K
+ 101.37%
$25.08 - $25.39 $766K - $775K
60.7K $1.53M
SONY
Sony Group Corp

Technology
8.02K
+ 5.94%
$19.88 - $25.64 $159K - $206K
143K $3.63M
YMAR
First Tr Ex Tr Viii Cboe Vest
20.3K
+ 8.41%
$22.77 - $24.61 $463K - $501K
262K $6.29M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
17.6K
+ 14.13%
$51.3 - $56.76 $903K - $1M
142K $7.54M
STLD
Steel Dynamics Inc

Basic Materials
2.13K
+ 4.68%
N/A
47.6K $5.96M
Tcw ETF Trust
19.2K
+ 100.88%
N/A
38.3K $1.5M
FDV
Federated Hermes ETF Tr U S St
25.5K
+ 97.12%
N/A
51.7K $1.46M
RING
Ishares Inc Msci Global Gold M

ETFs
5.16K
+ 9.47%
$28.64 - $38.36 $148K - $198K
59.6K $2.29M
FTHI
First Trust Exchange Traded Fd

ETFs
67.6K
+ 13.16%
$21.62 - $23.74 $1.46M - $1.6M
581K $12.7M
AGI
Alamos Gold Inc

Basic Materials
9.09K
+ 14.79%
$18.69 - $26.74 $170K - $243K
70.5K $1.89M
HALO
Halozyme Therapeutics, Inc.

Healthcare
7.29K
+ 40.66%
$47.74 - $65.16 $348K - $475K
25.2K $1.61M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8.72K
+ 79.07%
$92.51 - $102.81 $807K - $897K
19.8K $1.83M
CALM
Cal Maine Foods Inc

Consumer Defensive
9.53K
+ 98.12%
$80.87 - $115.8 $771K - $1.1M
19.2K $1.75M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.93K
+ 29.59%
$233.07 - $290.7 $451K - $562K
8.47K $2.29M
FE
Firstenergy Corp

Utilities
16.7K
+ 15.87%
$37.95 - $43.5 $635K - $728K
122K $4.94M
HP
Helmerich & Payne, Inc.

Energy
30.5K
+ 335.93%
$24.69 - $36.7 $752K - $1.12M
39.5K $1.03M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
11.8K
+ 3.75%
$49.52 - $50.2 $586K - $594K
327K $16.4M
EVER
Ever Quote, Inc.

Communication Services
23.3K
+ 120.96%
$17.84 - $29.71 $415K - $691K
42.5K $1.11M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
17.2K
+ 33.94%
$54.9 - $62.36 $945K - $1.07M
67.9K $3.78M
DPZ
Dominos Pizza Inc

Consumer Cyclical
70
+ 0.4%
$402.33 - $489.71 $28.2K - $34.3K
17.6K $8.08M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
13.8K
+ 23.48%
$25.2 - $68.74 $348K - $951K
72.7K $2.15M
XLY
Select Sector Spdr Consumer Di

ETFs
33.5K
+ 15.28%
$192.6 - $233.2 $6.46M - $7.82M
253K $49.9M
Blackrock ETF Trust
20.9K
+ 46.86%
N/A
65.5K $2.13M
HLNE
Hamilton Lane Inc

Financial Services
4.79K
+ 96.24%
$137.87 - $170.18 $660K - $814K
9.76K $1.45M
FIGB
Fidelity Merrimack Str Tr
15.7K
+ 28.05%
N/A
71.8K $3.09M
PBA
Pembina Pipeline Corp

Energy
3.23K
+ 1.71%
$35.13 - $40.12 $113K - $130K
192K $7.69M
Dimensional ETF Trust
17.7K
+ 5.26%
N/A
355K $9.33M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.79K
+ 20.07%
$53.69 - $62.68 $418K - $488K
46.6K $2.8M
MKL
Markel Corp

Financial Services
69
+ 1.73%
$1660.14 - $2059.83 $115K - $142K
4.06K $7.6M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
6.01K
+ 3.19%
$24.1 - $27.73 $145K - $167K
195K $5.28M
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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