Commonwealth Financial Services, LLC Purchases in Q1 2025

Commonwealth Financial Services, LLC

  • $488 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDW
Ishares Tr Ibonds Dec 2031 Ter
414K
New
$20.1 - $20.8 $8.32M - $8.61M
414K $8.59B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
301K
+ 1693.84%
$23.33 - $23.71 $7.03M - $7.14M
319K $7.45B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
296K
+ 3003.19%
$23.15 - $23.78 $6.85M - $7.03M
306K $7.1B
FTCS
First Trust Capital Strength E

ETFs
68.4K
New
$86.39 - $91.35 $5.91M - $6.25M
68.4K $6.13B
First Tr Exchng Traded Fd Vi
202K
New
N/A
202K $5.81B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
102K
New
$32.96 - $44.43 $3.36M - $4.53M
102K $3.39B
RPG
Invesco Exchange Traded Fd Tr

ETFs
57.7K
+ 72.62%
$37.33 - $45.03 $2.15M - $2.6M
137K $5.24B
IDV
Ishares Tr

ETFs
55.3K
New
$27.0 - $31.7 $1.49M - $1.75M
55.3K $1.72B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
29.6K
New
$26.71 - $31.58 $792K - $936K
29.6K $898M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.2K
+ 4.37%
$29.06 - $32.62 $238K - $268K
196K $6.15B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
526
+ 0.2%
$32.66 - $36.43 $17.2K - $19.2K
258K $9.03B
EFG
Msci Eafe Growth ETF

ETFs
4.05K
+ 7.17%
$96.1 - $106.37 $390K - $431K
60.6K $6.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
616
+ 44.03%
$442.66 - $534.52 $273K - $329K
2.02K $1.07B
IVE
Ishares S&P 500 Value ETF

ETFs
2.14K
+ 33.09%
$185.78 - $198.58 $397K - $424K
8.59K $1.64B
IWM
Ishares Russell 2000 ETF

ETFs
5.05K
+ 17.64%
$198.1 - $229.79 $1M - $1.16M
33.7K $6.72B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.36K
+ 4.63%
$48.31 - $49.23 $307K - $313K
144K $7.06B
PLTR
Palantir Technologies Inc.

Technology
4.49K
New
$64.98 - $124.62 $292K - $559K
4.49K $379M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.42K
+ 10.58%
$168.16 - $186.21 $575K - $637K
35.7K $6.11B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.7K
+ 7.55%
$53.6 - $58.97 $571K - $629K
152K $8.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.27K
+ 14.71%
$64.88 - $72.1 $472K - $524K
56.7K $3.73B
AEP
American Electric Power CO Inc

Utilities
19
+ 0.1%
$90.32 - $109.27 $1.72K - $2.08K
18.3K $2B
JPM
Jpmorgan Chase & CO

Financial Services
827
+ 5.15%
$225.19 - $279.95 $186K - $232K
16.9K $4.14B
ABBV
Abb Vie Inc.

Healthcare
419
+ 7.21%
$169.2 - $216.66 $70.9K - $90.8K
6.23K $1.3B
T
At&T Inc.

Communication Services
2.47K
+ 7.62%
$21.56 - $28.28 $53.3K - $69.9K
34.9K $988M
XOM
Exxon Mobil Corp

Energy
259
+ 1.4%
$105.44 - $118.93 $27.3K - $30.8K
18.8K $2.23B
JNJ
Johnson & Johnson

Healthcare
929
+ 23.18%
$142.06 - $167.7 $132K - $156K
4.94K $819M
GS
Goldman Sachs Group Inc

Financial Services
436
New
$524.81 - $672.19 $229K - $293K
436 $238M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
465
New
$402.49 - $513.76 $187K - $239K
465 $226M
XLE
Energy Sector Spdr

ETFs
2.4K
New
$85.7 - $93.96 $205K - $225K
2.4K $224M
IAU
Ishares Gold Trust

ETFs
3.8K
New
$49.74 - $58.96 $189K - $224K
3.8K $224M
NFLX
Netflix Inc

Communication Services
236
New
$828.4 - $1058.6 $196K - $250K
236 $220M
AMT
American Tower Corp

Real Estate
997
New
$173.46 - $217.6 $173K - $217K
997 $217M
META
Meta Platforms, Inc.

Communication Services
415
+ 16.62%
$576.36 - $736.67 $239K - $306K
2.91K $1.68B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.05K
New
$63.07 - $73.5 $192K - $224K
3.05K $214M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.26K
+ 17.69%
$192.82 - $222.1 $435K - $502K
15K $2.9B
RTX
Raytheon Technologies Corp

Industrials
1.59K
New
$114.1 - $135.66 $182K - $216K
1.59K $211M
CCL
Carnival Corp

Consumer Cyclical
10.5K
New
$19.08 - $28.49 $201K - $301K
10.5K $206M
IBM
International Business Machines Corp

Technology
582
+ 28.87%
$217.4 - $264.74 $127K - $154K
2.6K $646M
SO
Southern CO

Utilities
2.18K
New
$80.96 - $92.96 $177K - $203K
2.18K $201M
IBDV
Ishares Tr

Technology
2.35K
+ 0.57%
$21.11 - $21.73 $49.7K - $51.2K
413K $8.98B
PM
Philip Morris International Inc.

Consumer Defensive
775
+ 39.6%
$117.15 - $158.79 $90.8K - $123K
2.73K $434M
CVX
Chevron Corp

Energy
603
+ 15.78%
$146.71 - $167.97 $88.5K - $101K
4.42K $740M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.71K
+ 22.74%
$76.17 - $85.05 $207K - $231K
14.6K $1.13B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.05K
+ 2.02%
$61.9 - $66.89 $127K - $137K
103K $6.56B
PG
Procter & Gamble CO

Consumer Defensive
567
+ 3.98%
$158.56 - $176.26 $89.9K - $99.9K
14.8K $2.52B
AMGN
Amgen Inc

Healthcare
116
+ 6.24%
$258.59 - $327.36 $30K - $38K
1.98K $615M
GLD
Spdr Gold Trust

ETFs
18
+ 0.67%
$243.19 - $288.14 $4.38K - $5.19K
2.71K $781M
KO
Coca Cola CO

Consumer Defensive
177
+ 1.59%
$60.81 - $72.32 $10.8K - $12.8K
11.3K $811M
V
Visa Inc.

Financial Services
17
+ 0.62%
$306.92 - $362.71 $5.22K - $6.17K
2.77K $971M
Activity Summary
Buys All Purchases 89 New Holdings 17 Increased Positions 72 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Commonwealth Financial Services, LLC Portfolio

Follow Commonwealth Financial 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 Financial Services, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email