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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
206K
+ 27.07%
$61.9 - $66.89 $12.7M - $13.8M
966K $61.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
127K
+ 36.96%
$100.34 - $100.68 $12.7M - $12.8M
471K $47.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
118K
+ 3.93%
$76.94 - $78.28 $9.05M - $9.21M
3.11M $244M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
109K
+ 105.52%
$113.22 - $126.36 $12.3M - $13.7M
212K $24.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
283K
+ 31.51%
$34.83 - $37.52 $9.86M - $10.6M
1.18M $42.9M
Victory Portfolios Ii
329K
+ 47.49%
N/A
1.02M $35.1M
HDV
Ishares Core High Dividend ETF

ETFs
38.9K
+ 5.17%
$110.86 - $121.12 $4.31M - $4.71M
791K $95.9M
MMM
3 M CO

Industrials
24.1K
+ 5.5%
$129.7 - $155.12 $3.13M - $3.74M
462K $67.9M
PJAN
Innovator U.S. Equity Power Bu

ETFs
288K
+ 35.46%
$41.09 - $43.24 $11.8M - $12.4M
1.1M $45.6M
CGMS
Capital Grp Core Plus Income E
407K
+ 23.72%
N/A
2.12M $57.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
140K
+ 7.8%
$168.16 - $186.21 $23.6M - $26.1M
1.94M $332M
WM
Waste Management Inc

Industrials
10.1K
+ 3.48%
$200.54 - $233.78 $2.03M - $2.37M
301K $69.8M
BNDX
Vanguard Total International B

ETFs
226K
+ 29.68%
$48.33 - $49.5 $10.9M - $11.2M
990K $48.3M
PHO
Invesco Exchange Traded Fd Tr

ETFs
171K
+ 71.12%
$63.77 - $68.75 $10.9M - $11.8M
412K $26.6M
AIQ
Global X Funds Global X Artifi

ETFs
312K
+ 95.91%
$36.38 - $42.77 $11.3M - $13.3M
637K $23.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
99.6K
+ 6.18%
$79.17 - $82.04 $7.89M - $8.17M
1.71M $140M
DUK
Duke Energy Corp

Utilities
16.5K
+ 2.82%
$105.87 - $121.97 $1.75M - $2.01M
602K $73.4M
CGUS
Capital Group Core Equity ETF
434K
+ 15.8%
$33.08 - $36.62 $14.4M - $15.9M
3.18M $106M
Blackrock ETF Trust Ii
181K
+ 20.52%
N/A
1.06M $55.7M
DE
Deere & CO

Industrials
3.19K
+ 1.75%
$408.57 - $509.27 $1.3M - $1.62M
185K $86.9M
COP
Conocophillips

Energy
68.6K
+ 17.14%
$88.6 - $105.85 $6.08M - $7.26M
469K $49.2M
CSCO
Cisco Systems, Inc.

Technology
69.6K
+ 3.38%
$58.74 - $64.87 $4.09M - $4.51M
2.13M $131M
PHYS
Sprott Physical Gold Trust

Financial Services
171K
+ 12.53%
$20.25 - $24.06 $3.46M - $4.11M
1.53M $36.9M
FDL
First Tr Morningstar Dividend

ETFs
154K
+ 20.34%
$39.69 - $43.83 $6.1M - $6.74M
910K $39.5M
MCK
Mckesson Corp

Healthcare
5.49K
+ 10.54%
$566.21 - $672.99 $3.11M - $3.69M
57.6K $38.8M
META
Meta Platforms, Inc.

Communication Services
25.3K
+ 4.14%
$576.36 - $736.67 $14.6M - $18.7M
637K $367M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
173K
+ 21.07%
$48.31 - $49.23 $8.38M - $8.54M
996K $49M
IAK
Ishares Tr

ETFs
63.9K
+ 1264.92%
$121.85 - $137.9 $7.79M - $8.81M
68.9K $9.5M
ED
Consolidated Edison Inc

Utilities
3.77K
+ 0.97%
$88.0 - $110.59 $332K - $417K
395K $43.7M
IGM
Ishares Expanded Tech Sector E

ETFs
133K
+ 44.97%
$90.67 - $108.46 $12.1M - $14.4M
429K $38.9M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
175K
+ 40.47%
$46.18 - $47.84 $8.09M - $8.38M
608K $28.9M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
251K
+ 201.24%
$34.08 - $35.99 $8.57M - $9.05M
376K $12.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
58.2K
+ 3.93%
$56.51 - $62.98 $3.29M - $3.67M
1.54M $93.5M
AVDE
American Centy ETF Tr Avantis

ETFs
97K
+ 25.64%
$60.63 - $68.55 $5.88M - $6.65M
475K $31.5M
First Tr Exchng Traded Fd Vi
270K
+ 866.48%
N/A
301K $9.19M
VONV
Vanguard Russell 1000 Value Et

ETFs
78.2K
+ 5.88%
$80.21 - $86.14 $6.27M - $6.74M
1.41M $116M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
160K
+ 70.53%
$50.72 - $50.92 $8.12M - $8.15M
387K $19.7M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
197K
+ 60.16%
$42.86 - $45.92 $8.45M - $9.05M
525K $22.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
93.1K
+ 15.81%
$81.83 - $82.73 $7.62M - $7.7M
682K $56.4M
HWM
Howmet Aerospace Inc.

Industrials
46.5K
+ 45.66%
$110.79 - $139.39 $5.15M - $6.48M
148K $19.2M
JPIE
J P Morgan Exchange Traded Fd
173K
+ 125.45%
$45.46 - $46.18 $7.89M - $8.01M
312K $14.4M
XLU
Utilities Sector Spdr

ETFs
71.1K
+ 9.7%
$74.7 - $80.27 $5.31M - $5.71M
805K $63.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
30K
+ 3.04%
$75.32 - $84.77 $2.26M - $2.54M
1.02M $83M
Fidelity Covington Trust
247K
+ 21.27%
N/A
1.41M $43.2M
KKR
Kkr & Co. Inc.

Financial Services
95K
+ 98.45%
$108.17 - $167.07 $10.3M - $15.9M
192K $22.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
65.4K
+ 25.43%
$97.25 - $104.79 $6.36M - $6.85M
323K $33.5M
FIVA
Fidelity Covington Tr

ETFs
182K
+ 15.34%
$23.99 - $28.04 $4.37M - $5.11M
1.37M $36.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
81.2K
+ 10.37%
$76.77 - $82.22 $6.23M - $6.68M
864K $68.6M
QJUN
First Tr ETF
308K
+ 100.53%
$26.45 - $29.15 $8.15M - $8.98M
615K $16.3M
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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