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
OEF
Ishares S&P 100 ETF

ETFs
93.9K
+ 58.02%
N/A
256K $69.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
147K
+ 6.27%
$126.11 - $135.06 $18.5M - $19.8M
2.49M $321M
RDVY
First Trust Rising Dividend Ac

ETFs
434K
+ 7.7%
$57.22 - $63.39 $24.9M - $27.5M
6.07M $356M
ABT
Abbott Laboratories

Healthcare
30.6K
+ 3.55%
$111.1 - $140.22 $3.4M - $4.29M
894K $119M
USFR
Wisdomtree Floating Rate Treas

ETFs
394K
+ 45.24%
$50.29 - $50.5 $19.8M - $19.9M
1.26M $63.6M
BJAN
Innovator U.S. Equity Buffer E

ETFs
420K
+ 323.09%
$46.03 - $49.45 $19.3M - $20.8M
550K $25.7M
IEMG
Ishares Inc

ETFs
290K
+ 14.75%
N/A
2.26M $122M
XLF
Financial Sector Spdr

ETFs
334K
+ 22.54%
$47.32 - $52.19 $15.8M - $17.4M
1.82M $90.5M
Innovator Etfs Trust
735K
+ 161.82%
N/A
1.19M $32.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
366K
+ 2.79%
$27.01 - $28.54 $9.88M - $10.4M
13.5M $377M
PG
Procter & Gamble CO

Consumer Defensive
79.5K
+ 4.47%
$158.56 - $176.26 $12.6M - $14M
1.86M $316M
FVD
First Tr Value Line Divid Inde

ETFs
348K
+ 12.68%
$42.61 - $45.51 $14.8M - $15.8M
3.09M $138M
UBER
Uber Technologies, Inc

Technology
119K
+ 16.13%
$63.17 - $81.49 $7.52M - $9.7M
857K $62.4M
Capital Group Core Balanced
589K
+ 47.77%
N/A
1.82M $56.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
186K
+ 454.52%
$94.86 - $97.12 $17.6M - $18M
226K $21.6M
DGRO
Ishares Core Dividend Growth E

ETFs
230K
+ 2.96%
$60.46 - $64.42 $13.9M - $14.8M
8M $494M
MCD
Mcdonalds Corp

Consumer Cyclical
14.3K
+ 2.47%
$279.74 - $321.29 $3.99M - $4.59M
592K $185M
TMUS
T Mobile Us, Inc.

Communication Services
32K
+ 16.57%
$211.3 - $272.83 $6.75M - $8.72M
225K $60M
Ea Series Trust
154K
+ 546.78%
N/A
182K $20.3M
Goldman Sachs ETF Tr
369K
+ 933.12%
N/A
408K $19M
Fidelity Covington Trust
703K
+ 25.16%
N/A
3.5M $109M
SHV
Ishares Tr

ETFs
151K
+ 55.64%
$110.11 - $110.51 $16.6M - $16.6M
421K $46.5M
Capital Group Dividend Growe
484K
+ 44.26%
N/A
1.58M $48.8M
AUSF
Global X Fds Adaptive U S Fact

ETFs
361K
+ 137.59%
$41.68 - $43.97 $15M - $15.9M
623K $27.2M
J P Morgan Exchange Traded F
283K
+ 91.35%
N/A
593K $35.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
256K
+ 19.93%
$65.27 - $71.18 $16.7M - $18.2M
1.54M $102M
RECS
Columbia ETF Tr I

ETFs
519K
+ 57.66%
$32.64 - $36.08 $17M - $18.7M
1.42M $47.2M
Fidelity Covington Trust
473K
+ 56.56%
N/A
1.31M $38.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
59K
+ 2.77%
$87.68 - $94.52 $5.17M - $5.58M
2.19M $205M
IYK
Ishares U.S. Consumer Staples

ETFs
214K
+ 301.14%
$63.29 - $71.8 $13.5M - $15.3M
284K $20.4M
BAPR
Innovator U.S. Equity Buffer E

ETFs
372K
+ 549.28%
$41.97 - $46.03 $15.6M - $17.1M
439K $18.7M
MUB
Ishares National Muni Bond ETF

ETFs
179K
+ 6.12%
$104.71 - $107.69 $18.8M - $19.3M
3.11M $328M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
616K
+ 43.01%
$24.5 - $24.95 $15.1M - $15.4M
2.05M $50.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
283K
+ 9.27%
$44.41 - $45.98 $12.6M - $13M
3.33M $152M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
54.3K
+ 32.1%
$80.53 - $147.57 $4.37M - $8.01M
223K $29.5M
GE
General Electric CO

Industrials
12K
+ 3.14%
$168.59 - $212.13 $2.02M - $2.55M
394K $78.9M
FDVV
Fidelity High Dividend ETF

ETFs
324K
+ 10.42%
$48.86 - $52.28 $15.9M - $17M
3.44M $171M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
284K
+ 15.69%
$50.39 - $50.66 $14.3M - $14.4M
2.1M $106M
MDT
Medtronic PLC

Healthcare
65.8K
+ 7.35%
$79.84 - $94.5 $5.25M - $6.21M
960K $86.3M
BJUL
Innovator U.S. Equity Buffer E

ETFs
349K
+ 161.98%
$42.65 - $46.09 $14.9M - $16.1M
564K $24.3M
IVV
Ishares Core S&P 500 ETF

ETFs
160K
+ 5.7%
$554.06 - $615.85 $88.4M - $98.3M
2.96M $1.66B
BOCT
Innovator U.S. Equity Buffer E

ETFs
357K
+ 109.49%
$41.53 - $44.57 $14.8M - $15.9M
683K $28.7M
MO
Altria Group, Inc.

Consumer Defensive
56.4K
+ 3.91%
$50.81 - $60.02 $2.87M - $3.39M
1.5M $89.9M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
123K
+ 9.94%
$58.04 - $65.84 $7.16M - $8.12M
1.36M $87M
GILD
Gilead Sciences, Inc.

Healthcare
72.2K
+ 23.25%
$89.14 - $117.41 $6.44M - $8.48M
383K $42.9M
SLV
I Shares Silver Trust

ETFs
166K
+ 8.57%
$26.93 - $31.32 $4.47M - $5.2M
2.11M $65.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.65K
+ 0.52%
$34.58 - $45.97 $195K - $260K
1.1M $50.7M
PDI
Pimco Dynamic Income Fund

Financial Services
607K
+ 62.44%
$18.51 - $20.05 $11.2M - $12.2M
1.58M $31.3M
SO
Southern CO

Utilities
33.7K
+ 3.19%
$80.96 - $92.96 $2.73M - $3.14M
1.09M $100M
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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