Commonwealth Financial Services, LLC Purchases in Q4 2024

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
332
+ 25.25%
$253.56 - $278.5 $84.2K - $92.5K
1.65K $418M
BMY
Bristol Myers Squibb CO

Healthcare
904
+ 15.05%
$51.92 - $59.94 $46.9K - $54.2K
6.91K $391M
CVX
Chevron Corp

Energy
588
+ 18.19%
$141.15 - $162.53 $83K - $95.6K
3.82K $553M
PANW
Palo Alto Networks Inc

Technology
909
+ 138.78%
$181.96 - $405.9 $165K - $369K
1.56K $285M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
3.03K
+ 20.57%
$23.18 - $23.74 $70.3K - $72K
17.8K $415M
MCD
Mcdonalds Corp

Consumer Cyclical
283
+ 18.51%
$288.47 - $316.54 $81.6K - $89.6K
1.81K $525M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.44K
+ 2.57%
$48.48 - $49.47 $167K - $170K
137K $6.68B
LOW
Lowes Companies Inc

Consumer Cyclical
416
+ 20.88%
$244.52 - $284.07 $102K - $118K
2.41K $594M
ABT
Abbott Laboratories

Healthcare
429
+ 12.58%
$111.93 - $119.39 $48K - $51.2K
3.84K $434M
IBM
International Business Machines Corp

Technology
202
+ 11.14%
$204.9 - $238.04 $41.4K - $48.1K
2.02K $443M
UNH
Unitedhealth Group Inc

Healthcare
209
+ 26.29%
$485.52 - $625.25 $101K - $131K
1K $508M
SPYG
Spdr Portfolio

ETFs
17
+ 0.25%
$81.74 - $91.38 $1.39K - $1.55K
6.74K $592M
ETN
Eaton Corp PLC

Industrials
115
+ 11.2%
$326.96 - $377.52 $37.6K - $43.4K
1.14K $379M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.24K
+ 1.54%
$22.11 - $22.54 $116K - $118K
345K $7.68B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.13%
$111.85 - $120.71 $1.57K - $1.69K
10.7K $1.23B
SBUX
Starbucks Corp

Consumer Cyclical
531
+ 22.32%
$87.44 - $102.5 $46.4K - $54.4K
2.91K $266M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$102.7 - $119.05 $205 - $238
4.45K $492M
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 4.95%
$471.27 - $550.62 $12.3K - $14.3K
551 $288M
PWR
Quanta Services, Inc.

Industrials
29
+ 2.58%
$296.05 - $346.6 $8.59K - $10.1K
1.15K $364M
PAYX
Paychex Inc

Industrials
210
+ 9.39%
$135.86 - $148.73 $28.5K - $31.2K
2.45K $343M
UNP
Union Pacific Corp

Industrials
203
+ 17.06%
$223.15 - $249.32 $45.3K - $50.6K
1.39K $318M
IVE
Ishares S&P 500 Value ETF

ETFs
304
+ 4.94%
$189.5 - $206.17 $57.6K - $62.7K
6.45K $1.23B
ORCL
Oracle Corp

Technology
134
+ 5.86%
$165.41 - $192.43 $22.2K - $25.8K
2.42K $403M
FDX
Fedex Corp

Industrials
25
+ 2.72%
$260.5 - $305.15 $6.51K - $7.63K
944 $266M
MMM
3 M CO

Industrials
267
+ 12.21%
$124.74 - $137.12 $33.3K - $36.6K
2.45K $317M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
348
+ 7.59%
N/A
4.93K $457M
PM
Philip Morris International Inc.

Consumer Defensive
107
+ 5.78%
$118.38 - $133.06 $12.7K - $14.2K
1.96K $236M
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.88%
$280.04 - $302.45 $2.52K - $2.72K
1.03K $300M
FAST
Fastenal CO

Industrials
106
+ 2.35%
$69.99 - $84.35 $7.42K - $8.94K
4.61K $332M
EFG
Msci Eafe Growth ETF

ETFs
5.42K
+ 10.59%
$96.83 - $106.88 $524K - $579K
56.5K $5.47B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 1.71%
$563.99 - $620.12 $6.77K - $7.44K
715 $408M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85
+ 1.35%
$113.92 - $127.38 $9.68K - $10.8K
6.39K $737M
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 6.36%
$385.02 - $431.37 $42.4K - $47.5K
1.84K $715M
LLY
Eli Lilly & CO

Healthcare
131
+ 15.76%
$727.2 - $932.06 $95.3K - $122K
962 $743M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
104
+ 2.16%
$42.25 - $43.54 $4.39K - $4.53K
4.92K $211M
ICE
Intercontinental Exchange, Inc.

Financial Services
191
+ 10.01%
$148.29 - $166.93 $28.3K - $31.9K
2.1K $313M
DGX
Quest Diagnostics Inc

Healthcare
63
+ 2.84%
N/A
2.28K $344M
ADBE
Adobe Inc.

Technology
85
+ 14.0%
$437.39 - $552.96 $37.2K - $47K
692 $308M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16
+ 0.11%
$26.55 - $26.67 $425 - $427
14.5K $387M
PG
Procter & Gamble CO

Consumer Defensive
444
+ 3.22%
$161.05 - $179.7 $71.5K - $79.8K
14.2K $2.39B
IYJ
Ishares Tr

ETFs
1
+ 0.04%
$132.97 - $143.93 $133 - $144
2.46K $328M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
273
+ 1.56%
$47.58 - $48.56 $13K - $13.3K
17.7K $847M
DUK
Duke Energy Corp

Utilities
206
+ 6.58%
$105.76 - $120.76 $21.8K - $24.9K
3.34K $360M
JNJ
Johnson & Johnson

Healthcare
403
+ 11.18%
$143.34 - $165.86 $57.8K - $66.8K
4.01K $580M
WM
Waste Management Inc

Industrials
15
+ 1.2%
$201.79 - $228.46 $3.03K - $3.43K
1.27K $255M
FLMB
Franklin Muni Green Bd ETF

ETFs
451
+ 1.46%
$23.71 - $24.42 $10.7K - $11K
31.3K $744M
XLP
Consumer Staples Sector Spdr

ETFs
7
+ 0.24%
N/A
2.97K $233M
TGT
Target Corp

Consumer Defensive
135
+ 7.64%
$121.59 - $160.69 $16.4K - $21.7K
1.9K $257M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
79
+ 0.5%
$50.02 - $51.24 $3.95K - $4.05K
16K $800M
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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