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
MINO
Pimco ETF Tr Municipal Income

ETFs
60.3K
+ 234.76%
$44.44 - $45.83 $2.68M - $2.76M
86K $3.85M
DNP
Dnp Select Income Fund Inc

Financial Services
146K
+ 12.62%
$8.93 - $9.92 $1.31M - $1.45M
1.31M $12.9M
Super Micro Computer Inc
47.8K
+ 17.14%
N/A
327K $11.2M
MLPX
Global X Mlp & Energy Infrastr

ETFs
35.8K
+ 29.58%
$59.6 - $67.2 $2.14M - $2.41M
157K $10M
AZN
Astrazeneca PLC

Healthcare
15.4K
+ 8.01%
$65.37 - $77.96 $1.01M - $1.2M
208K $15.3M
GBIL
Goldman Sachs Access Treasury

ETFs
25.7K
+ 7.24%
$99.85 - $100.19 $2.56M - $2.57M
380K $38.1M
AVIG
American Centy ETF Tr Avantis

ETFs
60.9K
+ 45.94%
$40.06 - $41.55 $2.44M - $2.53M
194K $8.01M
ENB
Enbridge Inc

Energy
15.7K
+ 1.53%
$41.54 - $45.45 $650K - $711K
1.04M $46M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
43.5K
+ 5.69%
$38.89 - $41.6 $1.69M - $1.81M
808K $32.7M
Natixis ETF Tr
54K
+ 104.33%
N/A
106K $5.43M
Proshares Tr
63.1K
+ 152.72%
N/A
104K $4.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.19K
+ 4.1%
$283.24 - $338.07 $1.75M - $2.09M
157K $46.3M
YUM
Yum Brands Inc

Consumer Cyclical
1.04K
+ 1.02%
$123.25 - $162.53 $128K - $169K
103K $16.3M
FNDF
Schwab Fundamental Intl Large

ETFs
15.8K
+ 2.36%
$32.9 - $37.45 $520K - $592K
684K $24.7M
BSJR
Invesco Indx Tr

ETFs
112K
+ 127.58%
$22.4 - $22.69 $2.51M - $2.55M
200K $4.49M
SGOL
Abrdn Gold ETF Trust

ETFs
14.7K
+ 3.4%
$25.14 - $29.82 $370K - $439K
448K $13.4M
KLAC
Kla Corp

Technology
1.32K
+ 4.07%
$636.62 - $777.63 $838K - $1.02M
33.7K $22.9M
ROP
Roper Technologies Inc

Industrials
1.49K
+ 6.39%
$502.71 - $593.81 $749K - $885K
24.8K $14.6M
NU
Nu Holdings Ltd.

Financial Services
241K
+ 170.29%
$10.12 - $13.95 $2.44M - $3.36M
383K $3.92M
DVN
Devon Energy Corp

Energy
15.2K
+ 3.76%
$33.15 - $38.55 $502K - $584K
419K $15.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
930
+ 0.07%
$25.54 - $28.79 $23.8K - $26.8K
1.26M $35M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46.6K
+ 3.13%
$49.42 - $50.43 $2.3M - $2.35M
1.54M $76.9M
AVEM
American Centy ETF Tr Avantis

ETFs
31.5K
+ 8.08%
$57.11 - $62.4 $1.8M - $1.97M
421K $25.3M
VT
Vanguard Total World Stk Index

ETFs
26.2K
+ 6.51%
$115.08 - $123.97 $3.02M - $3.25M
429K $49.7M
MPC
Marathon Petroleum Corp

Energy
9.71K
+ 6.18%
$134.72 - $159.03 $1.31M - $1.54M
167K $24.3M
NDAQ
Nasdaq, Inc.

Financial Services
33.3K
+ 34.96%
$72.17 - $83.76 $2.4M - $2.79M
128K $9.74M
Dimensional ETF Trust
40.5K
+ 112.77%
N/A
76.4K $4.69M
HYG
Ishares Tr

ETFs
29.7K
+ 23.75%
$78.51 - $80.11 $2.33M - $2.38M
155K $12.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19.3K
+ 16.59%
$100.59 - $103.47 $1.94M - $2M
136K $14M
KR
Kroger CO

Consumer Defensive
6.33K
+ 2.17%
$58.36 - $67.72 $369K - $428K
297K $20.1M
ZS
Zscaler, Inc.

Technology
6.43K
+ 11.01%
$181.66 - $216.87 $1.17M - $1.4M
64.9K $12.9M
DFAU
Dimensional ETF Tr

ETFs
135K
+ 9.66%
$37.84 - $42.29 $5.09M - $5.69M
1.53M $58.7M
NFG
National Fuel Gas CO

Energy
1.96K
+ 1.68%
$60.71 - $79.19 $119K - $155K
119K $9.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
7.97K
+ 19.97%
$142.8 - $176.36 $1.14M - $1.41M
47.9K $8.26M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
28.5K
+ 8.84%
$58.32 - $65.09 $1.66M - $1.85M
351K $21.1M
ES
Eversource Energy

Utilities
17.3K
+ 6.58%
$55.63 - $63.8 $960K - $1.1M
280K $17.4M
Ge Healthcare Technologies I
20.5K
+ 8.35%
N/A
266K $21.5M
YEAR
Ab Active Etfs Inc Ultra Short
44K
+ 24.59%
N/A
223K $11.3M
FIDI
Fidelity Covington Tr

ETFs
68.2K
+ 16.3%
$19.41 - $22.35 $1.32M - $1.52M
486K $10.4M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
112K
+ 12.36%
$24.66 - $26.1 $2.75M - $2.91M
1.01M $25.3M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
79.5K
+ 203.45%
$25.98 - $28.41 $2.06M - $2.26M
119K $3.26M
Vanguard Malvern Fds
28K
+ 61.59%
N/A
73.5K $5.69M
First Tr Exchng Traded Fd Vi
106K
+ 120.9%
N/A
193K $4.26M
IBDV
Ishares Tr

Technology
94.3K
+ 17.98%
$21.11 - $21.73 $1.99M - $2.05M
618K $13.4M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
70.5K
+ 102.45%
$32.13 - $33.82 $2.27M - $2.38M
139K $4.51M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
222K
+ 1489.61%
$9.62 - $10.03 $2.14M - $2.23M
237K $2.35M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
52K
+ 26.36%
$46.06 - $49.24 $2.39M - $2.56M
249K $11.6M
WMB
Williams Companies, Inc.

Energy
11.2K
+ 4.17%
$54.02 - $61.09 $604K - $683K
279K $16.7M
OKE
Oneok Inc

Energy
29.7K
+ 4.52%
$89.57 - $109.85 $2.66M - $3.27M
687K $68.2M
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
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email