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
Vaneck Bitcoin ETF
29.5K
+ 315.92%
N/A
38.8K $906K
Arm Holdings PLC
7.2K
+ 14.02%
N/A
58.5K $6.25M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
258
+ 2.77%
$50.35 - $66.84 $13K - $17.2K
9.57K $482K
ISCV
Ishares Morningstar Small Cap

ETFs
1.2K
+ 3.21%
$58.11 - $66.0 $69.8K - $79.3K
38.6K $2.29M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
1.66K
+ 3.27%
$4.22 - $7.74 $7K - $12.8K
52.4K $329K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
40
+ 0.29%
$81.05 - $95.73 $3.24K - $3.83K
13.7K $1.13M
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.01K
+ 13.37%
$37.07 - $62.39 $37.3K - $62.7K
8.52K $327K
PKB
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.36%
$66.66 - $82.75 $2.53K - $3.14K
10.5K $708K
Themes ETF Tr
1.06K
+ 6.9%
N/A
16.4K $503K
EHTH
E Health, Inc.

Financial Services
4.11K
+ 9.87%
$6.58 - $11.14 $27K - $45.8K
45.8K $306K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
45
+ 2.18%
$100.91 - $174.52 $4.54K - $7.85K
2.11K $226K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
181
+ 0.1%
$44.81 - $46.22 $8.11K - $8.37K
173K $7.82M
UPWK
Upwork, Inc

Industrials
328
+ 1.19%
$12.34 - $17.44 $4.05K - $5.72K
27.9K $365K
STM
St Microelectronics N.V.

Technology
24
+ 0.08%
$21.64 - $28.22 $519 - $677
29.3K $644K
EVX
Vaneck ETF Tr Environmental Se

ETFs
6.09K
+ 272.02%
$33.9 - $179.35 $206K - $1.09M
8.32K $295K
J P Morgan Exchange Traded F
9.67K
+ 11.1%
N/A
96.8K $6.5M
W
Wayfair Inc.

Consumer Cyclical
455
+ 5.38%
$30.07 - $50.1 $13.7K - $22.8K
8.92K $286K
VMI
Valmont Industries Inc

Industrials
4
+ 0.09%
$285.37 - $376.98 $1.14K - $1.51K
4.31K $1.23M
HOG
Harley Davidson, Inc.

Consumer Cyclical
3.43K
+ 9.36%
$24.13 - $30.02 $82.8K - $103K
40.1K $1.01M
PFIS
Peoples Financial Services Corp.

Financial Services
73
+ 0.52%
$44.47 - $53.7 $3.25K - $3.92K
14.2K $629K
Canopy Growth Corp
1.78K
+ 3.44%
N/A
53.4K $49K
CRCT
Cricut, Inc.

Technology
392
+ 0.22%
$5.13 - $6.01 $2.01K - $2.36K
175K $903K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
8.66K
+ 5.48%
$13.63 - $15.28 $118K - $132K
167K $2.27M
ISCG
Ishares Morningstar Small Cap

ETFs
5.56K
+ 7.11%
$44.44 - $52.05 $247K - $289K
83.7K $3.77M
BFA
Brown Forman Corp Cl A
213
+ 0.87%
N/A
24.7K $826K
SECT
Sector 10, Inc.

ETFs
436
+ 1.43%
$50.98 - $57.8 $22.2K - $25.2K
30.9K $1.58M
NTRS
Northern Trust Corp

Financial Services
603
+ 1.49%
$96.09 - $113.81 $57.9K - $68.6K
41.1K $4.06M
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
99
+ 0.48%
$9.88 - $16.1 $978 - $1.59K
20.8K $207K
BURL
Burlington Stores, Inc.

Consumer Cyclical
106
+ 3.97%
$228.41 - $293.71 $24.2K - $31.1K
2.77K $661K
BLCN
Siren ETF Tr
137
+ 0.88%
N/A
15.7K $300K
SQLV
Royce Quant Small Cap Quality
1.23K
+ 4.04%
N/A
31.5K $1.19M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
22
+ 0.64%
$96.88 - $148.78 $2.13K - $3.27K
3.49K $350K
TDOC
Teladoc Health, Inc.

Healthcare
3.58K
+ 3.15%
$7.96 - $14.33 $28.5K - $51.3K
117K $932K
TFX
Teleflex Inc

Healthcare
611
+ 13.08%
$130.79 - $183.66 $79.9K - $112K
5.28K $730K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
353
+ 2.12%
$10.59 - $20.83 $3.74K - $7.35K
17K $180K
CBU
Community Bank System, Inc.

Financial Services
356
+ 1.41%
$56.08 - $67.99 $20K - $24.2K
25.6K $1.46M
AVY
Avery Dennison Corp

Industrials
1.64K
+ 3.81%
$174.58 - $195.91 $286K - $321K
44.7K $7.96M
ENTG
Entegris Inc

Technology
1.31K
+ 6.93%
$87.48 - $109.53 $115K - $144K
20.2K $1.77M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
5.52K
+ 4.85%
$30.84 - $35.09 $170K - $194K
119K $3.69M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
453
+ 4.16%
$43.82 - $58.86 $19.9K - $26.7K
11.3K $517K
WAVE
Eco Wave Power Global Ab (Publ)
5K
+ 16.66%
$6.25 - $11.84 $31.2K - $59.2K
35K $220K
PIPR
Piper Sandler Companies

Financial Services
19
+ 0.86%
$244.29 - $323.68 $4.64K - $6.15K
2.23K $552K
CVBF
Cvb Financial Corp

Financial Services
532
+ 1.27%
$18.42 - $21.2 $9.8K - $11.3K
42.4K $782K
EVBN
Evans Bancorp Inc

Financial Services
326
+ 1.1%
$38.43 - $44.61 $12.5K - $14.5K
29.9K $1.16M
HWC
Hancock Whitney Corp

Financial Services
61
+ 0.12%
$49.61 - $61.03 $3.03K - $3.72K
52.3K $2.74M
VTWV
Vanguard Russell 2000 Value Et

ETFs
228
+ 1.8%
$131.51 - $149.24 $30K - $34K
12.9K $1.71M
FIBK
First Interstate Bancsystem Inc

Financial Services
2.6K
+ 5.17%
$27.77 - $33.5 $72.1K - $87K
52.8K $1.51M
FNK
First Trust Mid Cap Value Alph

ETFs
119
+ 0.3%
$48.96 - $55.86 $5.83K - $6.65K
40.4K $2.04M
TXT
Textron Inc

Industrials
572
+ 1.53%
$70.19 - $81.2 $40.1K - $46.4K
37.9K $2.74M
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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