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
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$470.37 - $663.28 $470 - $663
545 $361M
CAT
Caterpillar Inc

Industrials
15
+ 1.55%
$273.94 - $388.21 $4.11K - $5.82K
984 $382M
PFE
Pfizer Inc

Healthcare
4.13K
+ 11.96%
$21.59 - $24.84 $89.1K - $103K
38.6K $937M
RTX
Raytheon Technologies Corp

Industrials
267
+ 16.77%
$113.75 - $148.48 $30.4K - $39.6K
1.86K $271M
GLD
Spdr Gold Trust

ETFs
25
+ 0.92%
$273.71 - $316.29 $6.84K - $7.91K
2.74K $834M
URI
United Rentals, Inc.

Industrials
8
+ 2.45%
$551.94 - $753.4 $4.42K - $6.03K
334 $252M
MA
Mastercard Inc

Financial Services
56
+ 4.93%
$479.92 - $590.74 $26.9K - $33.1K
1.19K $670M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$99.23 - $120.99 $198 - $242
4.45K $539M
ITOT
Ishares Core S&P Total U.S. St

ETFs
79
+ 4.25%
$108.12 - $135.04 $8.54K - $10.7K
1.94K $262M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
156
+ 1.36%
$32.0 - $39.87 $4.99K - $6.22K
11.6K $463M
KO
Coca Cola CO

Consumer Defensive
482
+ 4.26%
$68.37 - $73.9 $33K - $35.6K
11.8K $835M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 10.6%
$41.67 - $45.62 $42.5K - $46.5K
10.6K $460M
FAST
Fastenal CO

Industrials
3.77K
+ 99.47%
$40.65 - $83.16 $153K - $313K
7.55K $317M
ABT
Abbott Laboratories

Healthcare
47
+ 1.21%
$123.95 - $138.08 $5.83K - $6.49K
3.94K $536M
MMM
3 M CO

Industrials
27
+ 1.17%
$126.09 - $154.15 $3.4K - $4.16K
2.33K $355M
WSBC
Wesbanco Inc

Financial Services
20
+ 0.19%
$26.79 - $32.33 $536 - $647
10.4K $328M
WM
Waste Management Inc

Industrials
43
+ 3.38%
$216.47 - $242.1 $9.31K - $10.4K
1.32K $301M
ITW
Illinois Tool Works Inc

Industrials
28
+ 1.92%
$218.41 - $252.43 $6.12K - $7.07K
1.49K $367M
PSX
Phillips 66

Energy
111
+ 5.61%
$92.87 - $125.73 $10.3K - $14K
2.09K $249M
FDX
Fedex Corp

Industrials
85
+ 8.46%
$198.07 - $245.17 $16.8K - $20.8K
1.09K $248M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.22%
$335.24 - $380.78 $1.34K - $1.52K
1.83K $671M
XLE
Energy Sector Spdr

ETFs
231
+ 9.64%
$76.44 - $94.13 $17.7K - $21.7K
2.63K $223M
DUK
Duke Energy Corp

Utilities
4
+ 0.12%
$112.46 - $124.05 $450 - $496
3.31K $390M
PAYX
Paychex Inc

Industrials
8
+ 0.35%
$137.01 - $159.78 $1.1K - $1.28K
2.27K $330M
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 1.58%
$210.83 - $235.28 $8.22K - $9.18K
2.51K $556M
SJM
J M Smucker CO

Consumer Defensive
43
+ 1.67%
$94.41 - $118.52 $4.06K - $5.1K
2.62K $257M
MRK
Merck & Co., Inc.

Healthcare
91
+ 1.53%
$73.47 - $87.12 $6.69K - $7.93K
6.05K $479M
AMGN
Amgen Inc

Healthcare
18
+ 0.91%
$262.28 - $309.85 $4.72K - $5.58K
1.99K $556M
AEP
American Electric Power CO Inc

Utilities
247
+ 1.35%
$98.59 - $109.11 $24.4K - $27K
18.6K $1.92B
CVX
Chevron Corp

Energy
135
+ 3.05%
$133.73 - $168.51 $18.1K - $22.7K
4.56K $653M
ABBV
Abb Vie Inc.

Healthcare
175
+ 2.81%
$170.16 - $206.27 $29.8K - $36.1K
6.4K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.1%
$274.35 - $599.47 $3.02K - $6.59K
1.01K $314M
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
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