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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
111K
+ 10.6%
$64.88 - $72.1 $7.21M - $8.01M
1.16M $76.2M
EME
Emcor Group, Inc.

Industrials
13K
+ 130.69%
$361.16 - $535.99 $4.7M - $6.97M
22.9K $8.48M
PAYX
Paychex Inc

Industrials
1.85K
+ 0.71%
$136.06 - $154.52 $252K - $286K
263K $40.7M
GD
General Dynamics Corp

Industrials
8.98K
+ 5.4%
$241.94 - $272.58 $2.17M - $2.45M
175K $47.8M
Capital Grp Fixed Incm ETF T
159K
+ 85.12%
N/A
345K $8.64M
Aim ETF Products Trust
159K
+ 110.25%
N/A
303K $7.83M
XLP
Consumer Staples Sector Spdr

ETFs
23K
+ 3.49%
N/A
682K $55.7M
WEC
Wec Energy Group, Inc.

Utilities
7.86K
+ 3.9%
$92.12 - $108.98 $724K - $857K
209K $22.8M
PSX
Phillips 66

Energy
8.62K
+ 2.95%
$113.93 - $131.55 $983K - $1.13M
301K $37.1M
XLC
Select Sector Spdr Tr Communic

ETFs
41.3K
+ 11.78%
$94.84 - $105.31 $3.91M - $4.35M
392K $37.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
17.2K
+ 77.73%
$159.75 - $208.61 $2.75M - $3.6M
39.4K $8.04M
HYLB
Xtrackers Usd High Yield Corp

ETFs
106K
+ 541.18%
$35.96 - $36.72 $3.8M - $3.88M
125K $4.53M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
97.4K
+ 19.38%
$77.67 - $90.15 $7.57M - $8.78M
600K $47M
COF
Capital One Financial Corp

Financial Services
20.6K
+ 16.23%
$163.87 - $209.82 $3.38M - $4.32M
148K $26.4M
QCOM
Qualcomm Inc

Technology
24.9K
+ 4.16%
$151.94 - $175.86 $3.78M - $4.37M
622K $95.5M
FCG
First Tr Exchange Traded Fd

ETFs
152K
+ 264.61%
$22.37 - $27.09 $3.41M - $4.13M
210K $5.22M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
76.1K
+ 5.71%
$49.78 - $53.19 $3.79M - $4.05M
1.41M $71.9M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
148K
+ 73.02%
$24.21 - $25.09 $3.59M - $3.72M
351K $8.78M
UNP
Union Pacific Corp

Industrials
8.38K
+ 3.85%
$225.21 - $254.42 $1.89M - $2.13M
226K $53.5M
KMB
Kimberly Clark Corp

Consumer Defensive
7.21K
+ 2.97%
$124.46 - $147.4 $898K - $1.06M
250K $35.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
25.2K
+ 9.24%
$114.57 - $118.14 $2.89M - $2.98M
298K $35.2M
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
+ 0.45%
$91.75 - $115.81 $208K - $263K
508K $49.8M
SLB
Schlumberger Limited

Energy
59.1K
+ 16.97%
$38.4 - $43.74 $2.27M - $2.58M
407K $17M
PMAR
Innovator U.S. Equity Power Bu

ETFs
93.4K
+ 33.77%
$39.51 - $41.0 $3.69M - $3.83M
370K $14.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.49K
+ 2.6%
$208.48 - $244.03 $518K - $606K
98K $23.9M
CB
Chubb LTD

Financial Services
5.08K
+ 6.28%
$257.71 - $301.99 $1.31M - $1.53M
85.9K $25.9M
FMB
First Tr Exchange Traded Fd Ii

ETFs
75.1K
+ 24.3%
$50.17 - $51.45 $3.77M - $3.87M
384K $19.4M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
69.4K
+ 7.83%
N/A
956K $47.8M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
49.3K
+ 10.56%
$24.11 - $28.41 $1.19M - $1.4M
516K $14.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
118K
+ 56.03%
$27.64 - $28.58 $3.27M - $3.38M
329K $9.41M
RSG
Republic Services, Inc.

Industrials
6.8K
+ 14.88%
$200.09 - $242.16 $1.36M - $1.65M
52.5K $12.7M
ASML
Asml Holding Nv

Technology
7.87K
+ 14.08%
$662.63 - $776.99 $5.21M - $6.11M
63.7K $42.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.7K
+ 4.09%
$69.81 - $78.9 $959K - $1.08M
349K $27.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
63K
+ 13.19%
$45.92 - $47.58 $2.89M - $3M
540K $25.7M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
25.3K
+ 42.82%
$186.55 - $250.04 $4.72M - $6.32M
84.3K $17M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
28.1K
+ 5.36%
$65.44 - $70.64 $1.84M - $1.98M
551K $37.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
33.4K
+ 7.99%
$99.16 - $99.52 $3.31M - $3.32M
452K $44.9M
AVDV
American Centy ETF Tr Avantis

ETFs
44.4K
+ 64.77%
$63.74 - $71.96 $2.83M - $3.19M
113K $7.87M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
50.6K
+ 20.96%
$110.9 - $132.93 $5.61M - $6.72M
292K $33.2M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
206K
+ 44.39%
$15.0 - $15.91 $3.09M - $3.28M
671K $10.4M
IGRO
Ishares Tr International Divid

ETFs
16.9K
+ 3.54%
$66.91 - $73.87 $1.13M - $1.25M
493K $35.7M
TPL
Texas Pacific Land Corp

Energy
42
+ 0.28%
$1180.08 - $1431.01 $49.6K - $60.1K
15.1K $20M
BKR
Baker Hughes CO

Energy
63.8K
+ 34.55%
$41.16 - $48.85 $2.62M - $3.11M
248K $10.9M
ZTS
Zoetis Inc.

Healthcare
18.9K
+ 13.78%
$156.48 - $175.67 $2.95M - $3.31M
156K $25.7M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
55.2K
+ 104.61%
$47.66 - $57.45 $2.63M - $3.17M
108K $5.88M
PEN
Penumbra Inc

Healthcare
12.2K
+ 1323.39%
$237.28 - $303.76 $2.89M - $3.69M
13.1K $3.5M
J P Morgan Exchange Traded F
73.9K
+ 17.88%
N/A
487K $31M
MELI
Mercadolibre Inc

Consumer Cyclical
582
+ 6.93%
$1739.0 - $2260.0 $1.01M - $1.32M
8.99K $17.5M
ORCC
Owl Rock Capital Corp

Financial Services
241K
+ 34.59%
N/A
937K $13.7M
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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