Commonwealth Financial Services, LLC Incresed Positions in Q2 2025

Commonwealth Financial Services, LLC

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
450K
+ 222.88%
N/A
652K $20.9B
IYW
Ishares Dj Us Tech ETF

ETFs
23.8K
+ 149.19%
$122.57 - $173.27 $2.92M - $4.13M
39.8K $6.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
634
+ 0.99%
$496.48 - $617.85 $315K - $392K
64.8K $40.1B
NVDA
Nvidia Corp

Technology
3.58K
+ 5.62%
$94.31 - $157.99 $338K - $566K
67.3K $10.6B
MSFT
Microsoft Corp

Technology
244
+ 1.13%
$354.56 - $497.45 $86.5K - $121K
21.9K $10.9B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
16.4K
+ 8.16%
$52.11 - $64.98 $855K - $1.07M
217K $14.1B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.17K
+ 0.84%
$30.96 - $40.6 $67.3K - $88.2K
260K $10.5B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
13.8K
+ 7.04%
$27.79 - $34.16 $383K - $471K
210K $7.13B
AVGO
Broadcom Inc.

Technology
75
+ 0.93%
$146.29 - $275.65 $11K - $20.7K
8.11K $2.24B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.95K
+ 8.67%
$56.84 - $65.5 $509K - $586K
112K $7.35B
FTCS
First Trust Capital Strength E

ETFs
6.22K
+ 9.09%
$81.6 - $92.39 $507K - $574K
74.6K $6.78B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.52K
+ 6.21%
$58.41 - $72.69 $205K - $256K
60.2K $4.38B
META
Meta Platforms, Inc.

Communication Services
148
+ 5.08%
$484.66 - $738.09 $71.7K - $109K
3.06K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
435
+ 2.72%
$167.32 - $223.3 $72.8K - $97.1K
16.4K $3.61B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
93
+ 0.62%
$171.4 - $227.1 $15.9K - $21.1K
15.1K $3.43B
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 14.84%
$144.7 - $178.6 $187K - $230K
9.98K $1.76B
IWP
Ishares Russell Mid Cap Growth

ETFs
563
+ 3.67%
$104.34 - $138.68 $58.7K - $78.1K
15.9K $2.21B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.9K
+ 131.59%
$24.32 - $27.87 $313K - $359K
22.6K $600M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.96K
+ 61.96%
N/A
7.72K $724M
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 8.52%
$321.63 - $509.31 $37.6K - $59.6K
1.49K $759M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.71K
+ 11.67%
$68.63 - $85.78 $117K - $147K
16.4K $1.4B
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 11.87%
$168.34 - $195.42 $172K - $199K
9.61K $1.88B
ORCL
Oracle Corp

Technology
31
+ 1.18%
$122.82 - $218.63 $3.81K - $6.78K
2.66K $582M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.94K
+ 1.61%
$24.94 - $25.42 $148K - $151K
375K $9.53B
TSLA
Tesla, Inc.

Consumer Cyclical
436
+ 47.49%
$221.86 - $362.89 $96.7K - $158K
1.35K $430M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.23K
+ 1.61%
$23.96 - $24.27 $149K - $151K
393K $9.53B
Ishares Bitcoin Trust ETF
70
+ 0.57%
N/A
12.4K $760M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.98K
+ 13.47%
N/A
58.8K $1.42B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.36K
+ 0.83%
$22.7 - $23.33 $76.2K - $78.3K
406K $9.46B
UBCP
United Bancorp Inc

Financial Services
1.89K
+ 2.3%
$12.41 - $14.5 $23.5K - $27.5K
84.4K $1.27B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
601
+ 0.2%
$22.15 - $23.69 $13.3K - $14.2K
306K $7.25B
PWR
Quanta Services, Inc.

Industrials
19
+ 1.59%
$239.47 - $381.26 $4.55K - $7.24K
1.21K $458M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
27
+ 2.03%
$177.93 - $313.14 $4.8K - $8.45K
1.35K $424M
IBM
International Business Machines Corp

Technology
19
+ 0.73%
$221.03 - $294.78 $4.2K - $5.6K
2.62K $772M
PEBO
Peoples Bancorp Inc

Financial Services
3.37K
+ 13.24%
$26.85 - $31.02 $90.4K - $104K
28.8K $879M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
262
+ 0.08%
$22.36 - $23.73 $5.86K - $6.22K
319K $7.57B
NFLX
Netflix Inc

Communication Services
20
+ 8.47%
$855.86 - $1339.13 $17.1K - $26.8K
256 $343M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
24
+ 0.23%
$97.68 - $121.38 $2.34K - $2.91K
10.4K $1.27B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.75K
+ 6.92%
$29.52 - $35.31 $51.8K - $61.9K
27.1K $956M
ASML
Asml Holding Nv

Technology
54
+ 13.53%
$595.37 - $815.24 $32.1K - $44K
453 $363M
CCL
Carnival Corp

Consumer Cyclical
29
+ 0.27%
$16.43 - $28.12 $476 - $815
10.6K $297M
CSX
Csx Corp

Industrials
147
+ 0.57%
$26.69 - $32.91 $3.92K - $4.84K
26.1K $853M
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 3.4%
$149.23 - $184.95 $13.9K - $17.2K
2.83K $515M
IBHG
Ishares Tr Ibonds 2027 Term Hi
324
+ 0.09%
$21.56 - $22.54 $6.99K - $7.3K
342K $7.71B
LMT
Lockheed Martin Corp

Industrials
28
+ 0.68%
$430.82 - $486.45 $12.1K - $13.6K
4.12K $1.91B
CMCSA
Comcast Corp

Communication Services
2.27K
+ 39.27%
$32.84 - $36.72 $74.6K - $83.4K
8.06K $288M
V
Visa Inc.

Financial Services
166
+ 5.99%
$308.27 - $373.31 $51.2K - $62K
2.94K $1.04B
PANW
Palo Alto Networks Inc

Technology
46
+ 2.72%
$152.44 - $204.64 $7.01K - $9.41K
1.74K $356M
VIG
Vanguard Dividend Appreciation

ETFs
261
+ 21.71%
N/A
1.46K $299M
Activity Summary
Buys All Purchases 105 New Holdings 22 Increased Positions 83 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 2
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