Commonwealth Equity Services, LLC Reduced Holdings in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-250K
- 21.8%
$49.79 - $50.75 $12.4M - $12.7M
895K $45.4M
V
Visa Inc.

Financial Services
-46K
- 5.46%
$308.27 - $373.31 $14.2M - $17.2M
796K $283M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-591K
- 8.92%
$51.16 - $62.02 $30.3M - $36.7M
6.04M $375M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-208K
- 50.5%
$58.13 - $69.92 $12.1M - $14.5M
204K $14.3M
KRE
Spdr S&P Regional Banking ETF

ETFs
-206K
- 71.03%
$48.81 - $59.48 $10M - $12.2M
83.9K $4.98M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-112K
- 15.51%
$100.04 - $100.54 $11.2M - $11.3M
612K $61.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-263K
- 17.12%
$59.24 - $71.39 $15.6M - $18.8M
1.28M $90.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-443K
- 43.49%
$23.55 - $27.67 $10.4M - $12.3M
576K $15.9M
SNA
Snap On Inc

Industrials
-31.1K
- 62.82%
$292.36 - $342.2 $9.09M - $10.6M
18.4K $5.72M
XLV
Select Sector Spdr Fund Health

ETFs
-19.7K
- 2.86%
$128.77 - $144.3 $2.54M - $2.84M
668K $90.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-486K
- 37.94%
$20.66 - $20.74 $10M - $10.1M
794K $16.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-72.9K
- 6.55%
$121.58 - $136.74 $8.86M - $9.96M
1.04M $141M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-379K
- 44.44%
$27.46 - $33.2 $10.4M - $12.6M
474K $15.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-82.6K
- 11.04%
$162.76 - $195.77 $13.4M - $16.2M
666K $130M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-192K
- 18.93%
$73.02 - $90.22 $14M - $17.4M
824K $73.5M
XLI
Industrial Sector Spdr

ETFs
-122K
- 23.22%
$116.42 - $147.52 $14.2M - $18M
403K $59.5M
NEE
Nextera Energy Inc

Utilities
-74.1K
- 2.73%
$64.11 - $75.0 $4.75M - $5.56M
2.64M $183M
UGA
United States Gasoline Fund, LP

ETFs
-137K
- 70.15%
$55.29 - $67.34 $7.56M - $9.21M
58.2K $3.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-102K
- 34.74%
$83.8 - $101.39 $8.56M - $10.4M
192K $19.4M
T Rowe Price ETF Inc
-672K
- 13.61%
N/A
4.26M $150M
HD
Home Depot, Inc.

Consumer Cyclical
-24.3K
- 3.48%
$335.24 - $380.78 $8.13M - $9.24M
672K $247M
MOH
Molina Healthcare, Inc.

Healthcare
-26.2K
- 94.1%
$290.25 - $353.24 $7.6M - $9.25M
1.64K $489K
UPS
United Parcel Service Inc

Industrials
-23.3K
- 3.39%
$91.92 - $110.2 $2.14M - $2.57M
664K $67.1M
SLB
Schlumberger Limited

Energy
-155K
- 38.05%
$31.95 - $42.2 $4.95M - $6.54M
252K $8.53M
MUB
Ishares National Muni Bond ETF

ETFs
-51.7K
- 1.66%
$102.31 - $105.8 $5.29M - $5.47M
3.06M $320M
IAK
Ishares Tr

ETFs
-59.7K
- 86.59%
$122.44 - $138.47 $7.31M - $8.27M
9.25K $1.24M
FISV
Fiserv Inc

Technology
-15.4K
- 13.5%
N/A
98.7K $17M
LOW
Lowes Companies Inc

Consumer Cyclical
-14.6K
- 3.39%
$210.83 - $235.28 $3.08M - $3.44M
416K $92.3M
IEF
Ishares Barclays

ETFs
-86K
- 13.1%
$93.15 - $96.56 $8.01M - $8.3M
570K $54.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-86.4K
- 38.17%
$91.23 - $97.27 $7.88M - $8.41M
140K $13.6M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-173K
- 28.67%
$44.22 - $52.08 $7.66M - $9.02M
431K $22.4M
FFIV
F5, Inc.

Technology
-30.5K
- 81.37%
$239.25 - $295.9 $7.29M - $9.02M
6.98K $2.05M
TMUS
T Mobile Us, Inc.

Communication Services
-5.7K
- 2.54%
$220.99 - $268.54 $1.26M - $1.53M
219K $52.2M
DOW
Dow Inc.

Basic Materials
-62K
- 8.75%
$25.81 - $34.89 $1.6M - $2.16M
647K $17.1M
GNTX
Gentex Corp

Consumer Cyclical
-323K
- 95.03%
$20.83 - $23.52 $6.73M - $7.6M
16.9K $372K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-135K
- 32.03%
$44.37 - $50.04 $5.97M - $6.73M
285K $13.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-313K
- 44.97%
$22.92 - $28.05 $7.18M - $8.79M
384K $10.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-20.3K
- 36.53%
$225.56 - $335.19 $4.59M - $6.81M
35.3K $8.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
-234K
- 11.36%
$29.0 - $30.68 $6.78M - $7.18M
1.83M $56M
T
At&T Inc.

Communication Services
-345K
- 8.28%
$26.33 - $28.94 $9.1M - $10M
3.83M $111M
MNST
Monster Beverage Corp

Consumer Defensive
-126K
- 73.82%
$55.01 - $64.24 $6.93M - $8.1M
44.7K $2.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-61.8K
- 18.1%
$107.93 - $110.97 $6.67M - $6.86M
280K $30.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-59.2K
- 4.15%
$68.13 - $74.77 $4.04M - $4.43M
1.37M $99.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-89.1K
- 30.19%
$67.03 - $80.35 $5.97M - $7.16M
206K $16.4M
SBUX
Starbucks Corp

Consumer Cyclical
-36.8K
- 7.25%
$79.69 - $99.41 $2.94M - $3.66M
471K $43.2M
SWKS
Skyworks Solutions, Inc.

Technology
-107K
- 78.59%
$49.2 - $74.95 $5.26M - $8.02M
29.1K $2.17M
ECL
Ecolab Inc.

Basic Materials
-31.2K
- 25.28%
$225.65 - $270.95 $7.03M - $8.44M
92.1K $24.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-260K
- 39.38%
$24.66 - $25.17 $6.41M - $6.54M
400K $10.1M
UNP
Union Pacific Corp

Industrials
-21.5K
- 9.52%
$208.27 - $238.46 $4.49M - $5.14M
205K $47.1M
Activity Summary
Buys All Purchases 2241 New Holdings 234 Increased Positions 2007 Sells All Sells 1926 Reductions 1926 Sold out 0 Options Calls 0 Puts 0
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