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
DOW
Dow Inc.

Basic Materials
230K
+ 48.03%
$34.36 - $41.92 $7.9M - $9.64M
709K $24.8M
CME
Cme Group Inc.

Financial Services
12.2K
+ 18.13%
$225.82 - $266.54 $2.76M - $3.25M
79.6K $21.1M
CLX
Clorox CO

Consumer Defensive
53.2K
+ 34.01%
$141.76 - $162.89 $7.54M - $8.67M
210K $30.9M
IXUS
Ishares Tr

ETFs
8.22K
+ 0.62%
$65.06 - $72.31 $535K - $595K
1.33M $93.1M
VDC
Vanguard Consumer Staples ETF

ETFs
17.4K
+ 8.06%
$206.54 - $226.16 $3.6M - $3.94M
234K $51.1M
NUE
Nucor Corp

Basic Materials
38K
+ 16.55%
$114.48 - $142.52 $4.35M - $5.41M
267K $32.2M
STRV
Ea Ser Tr Strive 500 ETF
154K
+ 174.76%
N/A
241K $8.71M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
214K
+ 25.64%
N/A
1.05M $25.3M
GS
Goldman Sachs Group Inc

Financial Services
15K
+ 13.34%
$524.81 - $672.19 $7.86M - $10.1M
127K $69.5M
Ishares Tr
201K
+ 109.24%
N/A
385K $9.84M
SRLN
Ssga Active Trust

ETFs
129K
+ 72.43%
$41.02 - $41.99 $5.29M - $5.42M
307K $12.6M
AFG
American Financial Group Inc

Financial Services
40.3K
+ 238.17%
$119.82 - $138.45 $4.82M - $5.57M
57.2K $7.51M
IDEV
Ishares Core Msci Intl Develop

ETFs
34.5K
+ 5.44%
$63.77 - $71.36 $2.2M - $2.47M
670K $46.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.61K
+ 0.78%
$128.74 - $138.67 $1.11M - $1.19M
1.11M $151M
O
Realty Income Corp

Real Estate
37.7K
+ 5.91%
$51.67 - $58.49 $1.95M - $2.2M
676K $39.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
115K
+ 50.76%
$39.18 - $43.52 $4.52M - $5.03M
343K $14.4M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
189K
+ 193.83%
$26.64 - $27.14 $5.03M - $5.12M
286K $7.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
44.3K
+ 4.87%
$73.78 - $76.59 $3.27M - $3.39M
954K $73.1M
AMT
American Tower Corp

Real Estate
744
+ 0.52%
$173.46 - $217.6 $129K - $162K
143K $31.1M
First Tr Exchng Traded Fd Vi
222K
+ 39.99%
N/A
777K $18.3M
LVHI
Franklin International Low Vol

ETFs
92.1K
+ 8.66%
$30.53 - $32.85 $2.81M - $3.03M
1.16M $37.4M
SHW
Sherwin Williams CO

Basic Materials
9.57K
+ 5.6%
$330.16 - $365.55 $3.16M - $3.5M
181K $63.1M
SHEL
Shell PLC

Energy
13.1K
+ 3.56%
$62.84 - $73.29 $824K - $961K
381K $27.9M
Fidelity Covington Trust
199K
+ 21.61%
N/A
1.12M $35.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
82.1K
+ 9.23%
$62.72 - $71.92 $5.15M - $5.9M
971K $61.2M
Fidelity Covington Trust
324K
+ 19.42%
N/A
1.99M $58.7M
ELV
Elevance Health, Inc.

Healthcare
3.19K
+ 6.31%
$365.9 - $436.25 $1.17M - $1.39M
53.8K $23.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
65.8K
+ 8.28%
$36.91 - $41.03 $2.43M - $2.7M
860K $34.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
62K
+ 44.41%
$66.9 - $71.57 $4.15M - $4.44M
202K $14.2M
KRE
Spdr S&P Regional Banking ETF

ETFs
93.6K
+ 47.73%
$55.11 - $65.5 $5.16M - $6.13M
290K $16.5M
SYK
Stryker Corp

Healthcare
7.21K
+ 4.52%
$355.18 - $399.9 $2.56M - $2.88M
167K $62.1M
PLD
Prologis, Inc.

Real Estate
36.1K
+ 39.19%
$103.59 - $124.04 $3.74M - $4.48M
128K $14.3M
MGV
Vanguard Mega Cap Value

ETFs
26.5K
+ 9.05%
$123.61 - $133.01 $3.27M - $3.52M
319K $41.1M
DG
Dollar General Corp

Consumer Defensive
29.8K
+ 19.16%
$68.44 - $87.93 $2.04M - $2.62M
185K $16.3M
JHPI
John Hancock ETF Preferred Inc

ETFs
200K
+ 1013.35%
$22.23 - $22.87 $4.44M - $4.57M
219K $4.92M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
35.2K
+ 220.81%
$88.0 - $115.5 $3.1M - $4.07M
51.2K $5.84M
EXEL
Exelixis, Inc.

Healthcare
104K
+ 74.96%
$32.38 - $39.16 $3.38M - $4.09M
244K $8.99M
Capital Group International
138K
+ 86.33%
N/A
297K $8.71M
NOC
Northrop Grumman Corp

Industrials
1.56K
+ 1.89%
$433.45 - $513.82 $677K - $802K
83.9K $43M
DVY
Ishares Tr

ETFs
17.6K
+ 2.72%
$128.58 - $138.1 $2.26M - $2.42M
664K $89.2M
SHOP
Shopify Inc.

Technology
87.3K
+ 23.27%
$90.59 - $129.31 $7.91M - $11.3M
463K $44.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
10K
+ 0.6%
N/A
1.68M $60M
EXC
Exelon Corp

Utilities
30.4K
+ 9.14%
$37.3 - $46.08 $1.13M - $1.4M
363K $16.7M
MOH
Molina Healthcare, Inc.

Healthcare
10.7K
+ 62.28%
$266.57 - $333.27 $2.85M - $3.56M
27.8K $9.17M
BRO
Brown & Brown, Inc.

Financial Services
2.93K
+ 1.73%
$100.54 - $124.4 $294K - $364K
172K $21.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.3K
+ 4.49%
$48.65 - $53.06 $1.48M - $1.61M
705K $36.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
25K
+ 213.65%
$132.75 - $177.12 $3.32M - $4.43M
36.7K $5.61M
FSMO
Fidelity Covington Tr

ETFs
174K
+ 96.33%
N/A
355K $8.95M
GLDM
World Gold Trust

ETFs
42.2K
+ 29.77%
$52.19 - $61.89 $2.2M - $2.61M
184K $11.4M
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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