Commonwealth Financial Services, LLC Incresed Positions in Q3 2025

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.78K
+ 8.91%
$617.65 - $666.84 $3.57M - $3.85M
70.6K $47B
First Tr Exchng Traded Fd Vi
142K
+ 21.85%
N/A
794K $27.7B
IVV
Ishares Core S&P 500 ETF

ETFs
7.33K
+ 24.87%
$620.67 - $670.08 $4.55M - $4.91M
36.8K $24.6B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
42.4K
+ 44.89%
$79.52 - $89.63 $3.37M - $3.8M
137K $12.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.79K
+ 3.32%
$546.99 - $602.2 $977K - $1.08M
55.6K $33.4B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
52K
+ 20.02%
$40.04 - $45.11 $2.08M - $2.35M
312K $13.8B
ILCB
Ishares Morningstar U.S. Equit

ETFs
25.1K
+ 153.67%
$85.66 - $92.67 $2.15M - $2.33M
41.5K $3.83B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
38K
+ 17.45%
$61.99 - $65.47 $2.35M - $2.48M
255K $16.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.4K
+ 40.48%
$72.65 - $78.68 $1.77M - $1.92M
84.6K $6.62B
Ea Series Trust
17.8K
+ 63.49%
N/A
45.7K $5.21B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.6K
+ 38.36%
$87.29 - $93.61 $1.36M - $1.46M
56.2K $5.24B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
29.9K
+ 14.27%
$33.78 - $36.74 $1.01M - $1.1M
240K $8.72B
IEFA
Ishares Tr

ETFs
13.2K
+ 15.63%
$81.7 - $87.53 $1.08M - $1.16M
97.8K $8.54B
FTCS
First Trust Capital Strength E

ETFs
13K
+ 17.36%
$89.72 - $93.74 $1.16M - $1.21M
87.6K $8.2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
13.2K
+ 11.75%
$64.75 - $69.05 $853K - $910K
125K $8.65B
UBSI
United Bankshares Inc

Financial Services
31.3K
+ 521.53%
$35.03 - $38.73 $1.09M - $1.21M
37.2K $1.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.51K
+ 21.47%
$108.97 - $121.65 $709K - $792K
36.8K $4.45B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20K
+ 73.66%
$35.42 - $38.65 $707K - $771K
47K $1.79B
GOOGL
Alphabet Inc.

Communication Services
607
+ 6.09%
$174.36 - $254.72 $106K - $155K
10.6K $2.57B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.8K
+ 92.26%
$100.37 - $100.74 $783K - $786K
16.3K $1.64B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.42K
+ 1.19%
$43.36 - $44.8 $365K - $377K
716K $31.8B
IVE
Ishares S&P 500 Value ETF

ETFs
2.9K
+ 30.18%
$194.44 - $206.51 $564K - $599K
12.5K $2.58B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.5K
+ 6.24%
$24.14 - $24.34 $592K - $597K
417K $10.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.4K
+ 7.0%
$85.01 - $90.35 $459K - $488K
82.5K $7.37B
First Tr Exchange Traded Fd
8.67K
+ 0.85%
N/A
1.03M $21.1B
AVGO
Broadcom Inc.

Technology
187
+ 2.31%
$264.74 - $369.57 $49.5K - $69.1K
8.3K $2.74B
JPM
Jpmorgan Chase & CO

Financial Services
117
+ 0.69%
$282.78 - $316.06 $33.1K - $37K
17.1K $5.39B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.06K
+ 1.02%
$24.73 - $25.29 $175K - $179K
700K $17.6B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15K
+ 25.54%
N/A
73.8K $1.79B
IBDV
Ishares Tr

Technology
12.8K
+ 3.12%
$21.75 - $22.22 $278K - $284K
422K $9.34B
ABBV
Abb Vie Inc.

Healthcare
238
+ 3.72%
$184.85 - $231.54 $44K - $55.1K
6.64K $1.54B
ASML
Asml Holding Nv

Technology
277
+ 61.15%
$689.63 - $968.09 $191K - $268K
730 $707M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.9K
+ 3.17%
$25.24 - $25.56 $300K - $304K
387K $9.87B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.8K
+ 2.67%
$23.13 - $23.54 $250K - $255K
416K $9.77B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.95K
+ 31.21%
$48.31 - $48.93 $287K - $291K
25K $1.22B
GOOG
Alphabet Inc.

Communication Services
207
+ 6.53%
$175.16 - $255.24 $36.3K - $52.8K
3.38K $823M
CVX
Chevron Corp

Energy
1.28K
+ 28.01%
$145.57 - $161.83 $186K - $207K
5.84K $906M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
7.81K
+ 2.55%
$23.43 - $23.88 $183K - $187K
314K $7.49B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
7.54K
+ 1.86%
$20.77 - $21.32 $157K - $161K
413K $8.76B
AEP
American Electric Power CO Inc

Utilities
606
+ 3.27%
$103.26 - $115.0 $62.6K - $69.7K
19.2K $2.16B
UTG
Reaves Utility Income Fund

Financial Services
4.95K
+ 85.13%
$35.81 - $39.62 $177K - $196K
10.8K $427M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 5.69%
$293.94 - $444.72 $22.6K - $34.2K
1.43K $636M
XLE
Energy Sector Spdr

ETFs
2.1K
+ 79.94%
$84.25 - $91.99 $177K - $193K
4.73K $422M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.53K
+ 2.39%
$45.41 - $48.26 $69.3K - $73.7K
65.4K $3.12B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.57K
+ 7.55%
$23.09 - $23.43 $175K - $177K
108K $2.52B
JNJ
Johnson & Johnson

Healthcare
166
+ 3.38%
$155.17 - $185.42 $25.8K - $30.8K
5.08K $943M
WMT
Walmart Inc.

Consumer Defensive
601
+ 2.46%
$94.4 - $104.27 $56.7K - $62.7K
25K $2.58B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
6.07K
+ 1.9%
$23.53 - $23.89 $143K - $145K
325K $7.76B
GLD
Spdr Gold Trust

ETFs
112
+ 4.1%
$300.96 - $355.47 $33.7K - $39.8K
2.85K $1.01B
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 1
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