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
AEP
American Electric Power CO Inc

Utilities
16.6K
+ 4.82%
$90.32 - $109.27 $1.5M - $1.81M
360K $39.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
385K
+ 53.5%
$19.42 - $19.54 $7.49M - $7.53M
1.11M $21.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.15K
+ 0.64%
$74.85 - $84.89 $535K - $607K
1.13M $92.3M
UNH
Unitedhealth Group Inc

Healthcare
3.98K
+ 1.35%
$461.52 - $548.18 $1.84M - $2.18M
299K $157M
HYMU
Blackrock ETF Tr Ii High Yield
322K
+ 35.07%
$22.43 - $23.19 $7.21M - $7.46M
1.24M $28.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
283K
+ 20.79%
$25.05 - $25.16 $7.09M - $7.12M
1.65M $41.4M
First Tr Exchng Traded Fd Vi
223K
+ 119.78%
N/A
408K $13.5M
Linde PLC
6.2K
+ 6.71%
N/A
98.6K $45.9M
DFAI
Dimensional ETF Tr

ETFs
143K
+ 10.73%
$28.88 - $32.4 $4.13M - $4.63M
1.48M $46.1M
XLV
Select Sector Spdr Fund Health

ETFs
9.28K
+ 1.37%
$137.61 - $149.68 $1.28M - $1.39M
688K $100M
VHT
Vanguard Health Care ETF

ETFs
15.8K
+ 6.27%
$254.06 - $273.83 $4.03M - $4.34M
269K $71.1M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
138K
+ 41.46%
$49.92 - $50.3 $6.88M - $6.93M
470K $23.6M
First Tr Exch Traded Fd Iii
397K
+ 61.13%
N/A
1.05M $20.9M
PLW
Invesco 1 30 Laddered Treasury

ETFs
232K
+ 47.82%
N/A
717K $19.9M
AFL
Aflac Inc

Financial Services
39.3K
+ 12.37%
$100.99 - $111.19 $3.96M - $4.37M
357K $39.6M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
124K
+ 41.88%
$47.08 - $50.67 $5.84M - $6.28M
420K $21.1M
CI
Cigna Corp

Healthcare
2.61K
+ 2.36%
$274.49 - $329.0 $718K - $860K
114K $37.4M
PGR
Progressive Corp

Financial Services
12K
+ 15.78%
$235.61 - $291.22 $2.83M - $3.5M
88.2K $25M
EMLP
First Tr Exchange Traded Iv

ETFs
168K
+ 80.3%
$35.79 - $38.28 $6.02M - $6.43M
377K $14.1M
TBUX
T Rowe Price Exchange Traded F

ETFs
135K
+ 489.06%
$49.57 - $49.82 $6.67M - $6.71M
162K $8.05M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
89K
+ 2.97%
$51.52 - $52.37 $4.58M - $4.66M
3.09M $162M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
133K
+ 48.41%
$67.24 - $84.27 $8.92M - $11.2M
407K $27.7M
MU
Micron Technology Inc

Technology
65.6K
+ 20.73%
$86.89 - $109.38 $5.7M - $7.18M
382K $33.2M
Pacer Fds Tr
219K
+ 147.25%
N/A
368K $11.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
315K
+ 32.61%
$20.64 - $20.73 $6.5M - $6.53M
1.28M $26.5M
Innovator Etfs Trust
247K
+ 1504.71%
N/A
263K $6.95M
IWS
Ishares Russell Midcap Value E

ETFs
109K
+ 5.08%
$122.59 - $135.24 $13.4M - $14.8M
2.26M $284M
BMY
Bristol Myers Squibb CO

Healthcare
14K
+ 1.1%
$53.9 - $63.11 $752K - $881K
1.29M $78.6M
FTGS
First Tr Exchange Traded Fd Gr
257K
+ 36.26%
N/A
966K $28.7M
NEM
Newmont Corp

Basic Materials
42.3K
+ 10.58%
$37.79 - $48.39 $1.6M - $2.05M
442K $21.3M
Pgim ETF Tr
124K
+ 57.09%
N/A
342K $17.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
57.3K
+ 16.16%
$67.08 - $76.14 $3.85M - $4.37M
412K $30.4M
DFAE
Dimensional ETF Tr

ETFs
234K
+ 63.59%
$24.64 - $26.86 $5.76M - $6.28M
602K $15.6M
ADP
Automatic Data Processing Inc

Industrials
12.3K
+ 6.34%
$286.85 - $318.64 $3.52M - $3.91M
206K $62.9M
DGX
Quest Diagnostics Inc

Healthcare
33K
+ 116.46%
N/A
61.4K $10.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
44.4K
+ 10.13%
$63.07 - $73.5 $2.8M - $3.27M
483K $33.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.62K
+ 2.53%
$402.49 - $513.76 $654K - $834K
65.7K $31.9M
AVLV
American Centy ETF Tr Avantis
113K
+ 13.38%
$63.51 - $70.42 $7.16M - $7.94M
955K $62.3M
SFLR
Innovator Etfs Tr Equity Manag
240K
+ 20.03%
N/A
1.44M $45.1M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
39.9K
+ 104.08%
$111.19 - $129.47 $4.44M - $5.17M
78.3K $10.1M
Innovator Etfs Trust
196K
+ 230.74%
N/A
281K $8.64M
CGSD
Capital Grp Core Plus Income E
217K
+ 13.52%
N/A
1.82M $47.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
109K
+ 11.77%
$49.22 - $51.73 $5.36M - $5.63M
1.03M $52.2M
First Tr Exchange Traded Fd
282K
+ 221.78%
N/A
409K $8.28M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
48.3K
+ 8.15%
$78.97 - $85.82 $3.82M - $4.15M
641K $53.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
105K
+ 10.56%
$82.81 - $92.93 $8.73M - $9.8M
1.1M $94M
CGCP
Capital Group Core Plus Income

ETFs
218K
+ 7.4%
$21.94 - $22.64 $4.79M - $4.94M
3.16M $71M
EPD
Enterprise Products Partners L.P.

Energy
67.9K
+ 5.74%
$31.75 - $34.14 $2.16M - $2.32M
1.25M $42.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43.7K
+ 4.9%
$58.01 - $64.46 $2.54M - $2.82M
937K $58.2M
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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