Commonwealth Financial Services, LLC Incresed Positions in Q1 2025

Commonwealth Financial Services, LLC

  • $488 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
RPG
Invesco Exchange Traded Fd Tr

ETFs
57.7K
+ 72.62%
$37.33 - $45.03 $2.15M - $2.6M
137K $5.24B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.2K
+ 4.37%
$29.06 - $32.62 $238K - $268K
196K $6.15B
First Tr Exchange Traded Fd
11K
+ 1.06%
N/A
1.06M $21.4B
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
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
META
Meta Platforms, Inc.

Communication Services
415
+ 16.62%
$576.36 - $736.67 $239K - $306K
2.91K $1.68B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.26K
+ 17.69%
$192.82 - $222.1 $435K - $502K
15K $2.9B
IBM
International Business Machines Corp

Technology
582
+ 28.87%
$217.4 - $264.74 $127K - $154K
2.6K $646M
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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.77K
+ 9.95%
$47.59 - $48.35 $84K - $85.4K
19.5K $943M
ABT
Abbott Laboratories

Healthcare
57
+ 1.48%
$111.1 - $140.22 $6.33K - $7.99K
3.9K $517M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.66K
+ 16.87%
$32.49 - $37.99 $119K - $139K
25.3K $849M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
180
+ 25.17%
$522.96 - $601.18 $94.1K - $108K
895 $478M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.22K
+ 19.01%
$102.49 - $119.96 $125K - $146K
7.61K $796M
CSCO
Cisco Systems, Inc.

Technology
51
+ 0.23%
$58.74 - $64.87 $3K - $3.31K
21.8K $1.34B
UBCP
United Bancorp Inc

Financial Services
1.01K
+ 1.23%
$12.41 - $14.03 $12.5K - $14.1K
82.5K $1.11B
ASML
Asml Holding Nv

Technology
82
+ 25.87%
$662.63 - $776.99 $54.3K - $63.7K
399 $264M
VTI
Vanguard Total Stock Market Et

ETFs
219
+ 21.18%
$271.18 - $303.12 $59.4K - $66.4K
1.25K $344M
BMY
Bristol Myers Squibb CO

Healthcare
163
+ 2.36%
$53.9 - $63.11 $8.79K - $10.3K
7.07K $431M
WM
Waste Management Inc

Industrials
6
+ 0.47%
$200.54 - $233.78 $1.2K - $1.4K
1.27K $294M
PSX
Phillips 66

Energy
112
+ 6.0%
$113.93 - $131.55 $12.8K - $14.7K
1.98K $244M
MA
Mastercard Inc

Financial Services
13
+ 1.16%
$504.67 - $576.31 $6.56K - $7.49K
1.14K $623M
PEP
Pepsico Inc

Consumer Defensive
184
+ 4.5%
$142.64 - $156.42 $26.2K - $28.8K
4.27K $640M
UNP
Union Pacific Corp

Industrials
21
+ 1.51%
$225.21 - $254.42 $4.73K - $5.34K
1.41K $334M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.44%
$308.86 - $455.36 $1.85K - $2.73K
1.37K $484M
PEBO
Peoples Bancorp Inc

Financial Services
2.09K
+ 8.96%
$29.2 - $33.78 $61.1K - $70.6K
25.4K $754M
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
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