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
WSO
Watsco Inc

Industrials
454
+ 3.32%
$463.86 - $530.75 $211K - $241K
14.1K $7.18M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
116K
+ 14.68%
N/A
903K $22.1M
MFC
Manulife Financial Corp

Financial Services
18.1K
+ 5.78%
$28.41 - $31.82 $513K - $575K
330K $10.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7.79K
+ 2.72%
$34.14 - $37.91 $266K - $295K
294K $10.5M
SPGI
S&P Global Inc.

Financial Services
353
+ 0.69%
$478.26 - $543.77 $169K - $192K
51.8K $26.3M
BAR
Granite Shares Gold Trust

ETFs
3.97K
+ 3.43%
$26.01 - $30.84 $103K - $122K
120K $3.7M
BA
Boeing CO

Industrials
19.8K
+ 4.76%
$148.15 - $186.25 $2.93M - $3.68M
435K $74.1M
NTR
Nutrien Ltd.

Basic Materials
577
+ 0.43%
$45.28 - $53.84 $26.1K - $31.1K
135K $6.72M
ACWI
Ishares Msci Acwi ETF

ETFs
6.29K
+ 15.24%
$115.16 - $124.13 $724K - $780K
47.5K $5.53M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
25.9K
+ 127.22%
$25.88 - $27.09 $671K - $702K
46.3K $1.23M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
3.8K
+ 82.79%
$191.06 - $228.87 $725K - $869K
8.38K $1.61M
POCT
Innovator U.S. Equity Power Bu

ETFs
25.7K
+ 5.7%
$38.53 - $40.49 $991K - $1.04M
477K $18.5M
X
United States Steel Corp

Basic Materials
9.42K
+ 29.15%
$30.47 - $43.0 $287K - $405K
41.7K $1.76M
Innovator Etfs Trust
19.8K
+ 19.2%
N/A
123K $5.1M
TFLR
T Rowe Price Exchange Traded F
13.3K
+ 49.79%
N/A
40.1K $2.05M
AVES
American Centy ETF Tr Avantis

ETFs
13.6K
+ 73.65%
$44.71 - $48.65 $609K - $663K
32.1K $1.51M
HYGW
Ishares Tr High Yield Corporat
24K
+ 7.73%
N/A
335K $10.5M
CINF
Cincinnati Financial Corp

Financial Services
2.47K
+ 3.43%
$133.67 - $147.81 $331K - $366K
74.6K $11M
DNL
Wiswisdomtree Tr

ETFs
22.4K
+ 4.79%
$35.56 - $38.21 $798K - $858K
491K $17.5M
Ishares Tr
26.1K
+ 196.17%
N/A
39.5K $988K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
65.4K
+ 25.09%
$10.66 - $11.28 $697K - $738K
326K $3.53M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
23.5K
+ 8.87%
$38.92 - $41.1 $913K - $965K
288K $11.3M
EDOW
First Tr Exchange Traded Fd

ETFs
18.1K
+ 9.83%
$35.58 - $38.24 $644K - $692K
202K $7.33M
CSGP
Costar Group, Inc.

Real Estate
5.71K
+ 22.62%
$69.29 - $80.37 $396K - $459K
31K $2.45M
SU
Suncor Energy Inc

Energy
13K
+ 27.39%
$34.27 - $40.63 $444K - $527K
60.3K $2.34M
AVRE
American Centy ETF Tr Avantis
14.3K
+ 57.87%
$40.62 - $44.31 $582K - $635K
39.1K $1.68M
PAAS
Pan American Silver Corp

Basic Materials
9.92K
+ 14.46%
$20.61 - $26.7 $204K - $265K
78.5K $2.03M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
20.1K
+ 55.36%
$34.58 - $38.65 $694K - $776K
56.3K $1.98M
MSI
Motorola Solutions, Inc.

Technology
3.93K
+ 8.88%
$411.73 - $482.1 $1.62M - $1.89M
48.1K $21.1M
Morgan Stanley ETF Trust
12.6K
+ 32.69%
N/A
51.2K $2.59M
PID
Invesco Exchange Traded Fd Tr

ETFs
24.2K
+ 10.86%
N/A
247K $4.71M
OBIL
Rbb Fd Inc Us Treas 12 Month B
12.4K
+ 25.42%
N/A
61.4K $3.08M
BIDU
Baidu, Inc.

Communication Services
4.98K
+ 22.51%
$77.43 - $102.51 $386K - $511K
27.1K $2.5M
Innovator Etfs Trust
27.6K
+ 160.96%
N/A
44.7K $1.07M
ARGT
Global X Msci Argentina ETF

ETFs
7.86K
+ 245.53%
$78.45 - $89.29 $616K - $702K
11.1K $893K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
52.1K
+ 32.23%
$14.19 - $15.01 $739K - $782K
214K $3.07M
GRAB
Grab Holdings LTD

Technology
139K
+ 351.94%
$4.12 - $5.34 $572K - $742K
178K $808K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
23.2K
+ 26.35%
$21.48 - $22.98 $499K - $534K
111K $2.51M
CRDO
Credo Technology Group Holding LTD

Technology
19.9K
+ 301.42%
$39.45 - $85.5 $785K - $1.7M
26.5K $1.06M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.7K
+ 6.98%
$23.29 - $23.38 $599K - $601K
394K $9.22M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12.9K
+ 2.27%
$25.98 - $28.59 $334K - $368K
580K $15.9M
IRBO
Ishares Robotics & Artificial

ETFs
33.6K
+ 42.17%
N/A
113K $3.56M
BOX
Box Inc

Technology
19.9K
+ 201.13%
$30.22 - $35.39 $601K - $704K
29.8K $919K
CASY
Caseys General Stores Inc

Consumer Cyclical
211
+ 1.55%
$378.71 - $442.54 $79.9K - $93.4K
13.8K $6M
Celestica Inc
14.1K
+ 37.46%
N/A
51.9K $4.09M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.63K
+ 30.79%
$83.18 - $89.27 $635K - $681K
32.4K $2.71M
JD
Jd.Com, Inc.

Consumer Cyclical
3.81K
+ 5.54%
$33.1 - $45.21 $126K - $172K
72.5K $2.98M
VAW
Vanguard Materials ETF

ETFs
3K
+ 10.05%
$185.71 - $202.46 $558K - $608K
32.9K $6.21M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.15K
+ 35.54%
$74.34 - $81.0 $606K - $660K
31.1K $2.36M
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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