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
AGZ
Ishares Agency Bond ETF

ETFs
-14.1K
- 59.13%
$108.32 - $109.92 $1.53M - $1.55M
9.76K $1.07M
ENPH
Enphase Energy, Inc.

Technology
-3.41K
- 5.49%
$34.56 - $62.52 $118K - $213K
58.7K $2.33M
CMCSA
Comcast Corp

Communication Services
-7.37K
- 0.71%
$32.84 - $36.72 $242K - $271K
1.03M $36.9M
WSO
Watsco Inc

Industrials
-1.28K
- 9.03%
$421.84 - $520.66 $538K - $664K
12.8K $5.67M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-18.3K
- 44.17%
$64.31 - $75.93 $1.17M - $1.39M
23.1K $1.57M
FYX
First Tr Small Cap Core Alphad

ETFs
-21.7K
- 24.52%
$79.22 - $97.28 $1.72M - $2.12M
66.9K $6.51M
VGLT
Vanguard Long Term Treasury Et

ETFs
-23.2K
- 21.16%
$53.66 - $58.71 $1.25M - $1.36M
86.5K $4.86M
EW
Edwards Lifesciences Corp

Healthcare
-30.8K
- 18.75%
$67.07 - $78.22 $2.06M - $2.41M
133K $10.4M
MKC
Mccormick & CO Inc

Consumer Defensive
-8.72K
- 7.19%
$71.11 - $82.25 $620K - $717K
112K $8.53M
DTE
Dte Energy CO

Utilities
-7.33K
- 9.32%
$127.39 - $139.49 $934K - $1.02M
71.3K $9.45M
WY
Weyerhaeuser CO

Real Estate
-30.9K
- 17.74%
$24.69 - $29.48 $763K - $911K
143K $3.68M
AVY
Avery Dennison Corp

Industrials
-7.45K
- 16.65%
$159.58 - $183.97 $1.19M - $1.37M
37.3K $6.54M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-55.8K
- 19.5%
$25.27 - $27.14 $1.41M - $1.51M
230K $6.25M
First Tr Exchng Traded Fd Vi
-51.5K
- 43.95%
N/A
65.7K $1.93M
MLN
Vaneck Long Muni ETF

ETFs
-77.8K
- 40.02%
$16.49 - $17.52 $1.28M - $1.36M
117K $1.97M
Bunge Global Sa
-18.8K
- 70.53%
N/A
7.85K $630K
AEM
Agnico Eagle Mines LTD

Basic Materials
-18.7K
- 23.87%
$99.48 - $124.46 $1.86M - $2.33M
59.6K $7.09M
SNY
Sanofi

Healthcare
-5.41K
- 3.42%
$47.62 - $55.44 $258K - $300K
153K $7.39M
Knife River Corp
-14.1K
- 50.34%
N/A
13.9K $1.14M
FSCO
Fs Cr Opportunities Corp Com
-467K
- 4.83%
N/A
9.21M $66.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17.4K
- 2.55%
$82.21 - $83.12 $1.43M - $1.45M
664K $55M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-229K
- 16.13%
$113.67 - $150.4 $26M - $34.4M
1.19M $179M
FXI
Ishares Tr

ETFs
-38.2K
- 45.57%
$29.59 - $37.41 $1.13M - $1.43M
45.7K $1.68M
BHP
Bhp Group LTD

Basic Materials
-26.3K
- 21.06%
$40.22 - $50.88 $1.06M - $1.34M
98.5K $4.74M
RYE
Invesco Exchange Traded Fd Tr

ETFs
-10.1K
- 13.31%
N/A
66.1K $4.92M
NTR
Nutrien Ltd.

Basic Materials
-42.1K
- 31.13%
$46.88 - $62.89 $1.97M - $2.65M
93.2K $5.43M
HSY
Hershey CO

Consumer Defensive
-5.03K
- 5.59%
$151.29 - $173.13 $760K - $870K
84.9K $14.1M
Veralto Corp
-13.9K
- 39.88%
N/A
21K $2.12M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-19.7K
- 8.12%
$50.46 - $58.08 $994K - $1.14M
223K $12.8M
AZN
Astrazeneca PLC

Healthcare
-7.3K
- 3.51%
$64.87 - $75.0 $473K - $547K
201K $14M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-9.87K
- 34.4%
$160.22 - $209.35 $1.58M - $2.07M
18.8K $3.94M
MCHI
Ishares Msci China ETF

ETFs
-23.2K
- 82.08%
$45.22 - $55.86 $1.05M - $1.3M
5.07K $279K
OMC
Omnicom Group Inc.

Communication Services
-1.48K
- 1.42%
$69.22 - $79.77 $102K - $118K
103K $7.41M
XLB
Select Sector Spdr Fd Material

ETFs
-16.8K
- 13.54%
$74.27 - $88.92 $1.25M - $1.5M
108K $9.45M
CHK
Chesapeake Energy Corp

Energy
-11.8K
- 48.56%
N/A
12.5K $1.47M
IXJ
Ishares Global Healthcare ETF

ETFs
-8.88K
- 9.39%
$82.3 - $90.02 $731K - $799K
85.6K $7.37M
OTIS
Otis Worldwide Corp

Industrials
-6.19K
- 4.09%
$90.88 - $104.3 $563K - $646K
145K $14.4M
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
-42.7K
- 83.43%
$28.22 - $29.13 $1.2M - $1.24M
8.48K $244K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-40.3K
- 23.63%
$33.38 - $40.81 $1.35M - $1.65M
130K $5.31M
Kenvue Inc
-11.4K
- 3.5%
N/A
314K $6.58M
PNW
Pinnacle West Capital Corp

Utilities
-10.3K
- 18.95%
$88.3 - $95.43 $905K - $978K
43.8K $3.92M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-18.1K
- 9.17%
$65.75 - $71.57 $1.19M - $1.3M
179K $12.8M
SKX
Skechers Usa Inc

Consumer Cyclical
-24.4K
- 44.91%
$45.48 - $63.1 $1.11M - $1.54M
30K $1.89M
XEL
Xcel Energy Inc

Utilities
-7.24K
- 2.8%
$65.65 - $72.39 $476K - $524K
252K $17.1M
TBBK
Bancorp, Inc.

Financial Services
-24.7K
- 44.44%
$40.93 - $57.59 $1.01M - $1.42M
30.9K $1.76M
SE
Sea LTD

Consumer Cyclical
-14K
- 37.86%
$105.57 - $170.4 $1.47M - $2.38M
22.9K $3.66M
TDY
Teledyne Technologies Inc

Technology
-2.51K
- 25.67%
$435.54 - $512.31 $1.09M - $1.29M
7.28K $3.73M
VBK
Vanguard Small Cap Growth ETF

ETFs
-31.5K
- 10.43%
$219.76 - $276.94 $6.92M - $8.73M
271K $75M
PCAR
Paccar Inc

Industrials
-9.79K
- 12.94%
$86.4 - $99.09 $846K - $970K
65.9K $6.26M
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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