Commonwealth Financial Services, LLC Reduced Holdings in Q2 2025

Commonwealth Financial Services, LLC

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-91.1K
- 75.02%
$82.96 - $110.1 $7.56M - $10M
30.3K $3.34B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-137K
- 89.91%
$47.46 - $55.3 $6.48M - $7.55M
15.3K $844M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-138K
- 96.23%
$48.5 - $49.35 $6.7M - $6.82M
5.41K $267M
IWM
Ishares Russell 2000 ETF

ETFs
-30.5K
- 90.71%
$174.82 - $215.79 $5.34M - $6.59M
3.13K $675M
EFG
Msci Eafe Growth ETF

ETFs
-58.3K
- 96.22%
$89.8 - $112.0 $5.24M - $6.53M
2.29K $257M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-33.8K
- 94.69%
$152.42 - $182.82 $5.16M - $6.19M
1.9K $347M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-94.4K
- 92.57%
$29.19 - $50.24 $2.75M - $4.74M
7.58K $381M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-73.2K
- 53.39%
$33.86 - $45.77 $2.48M - $3.35M
63.9K $2.93B
IVV
Ishares Core S&P 500 ETF

ETFs
-6.59K
- 18.27%
$498.8 - $620.9 $3.29M - $4.09M
29.5K $18.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.1K
- 54.41%
$100.35 - $100.71 $1.01M - $1.02M
8.46K $852M
First Tr Exchange Traded Fd
-31.3K
- 2.96%
N/A
1.02M $20.6B
DAUG
First Tr ETF Viii Cboe Vest Us
-19.3K
- 61.7%
N/A
12K $499M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-29.7K
- 19.47%
$22.98 - $23.27 $682K - $691K
123K $2.86B
Ea Series Trust
-4.75K
- 14.52%
N/A
28K $3.15B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-21.4K
- 17.58%
$22.57 - $23.23 $483K - $497K
100K $2.33B
AAPL
Apple Inc.

Technology
-563
- 2.52%
$172.42 - $223.89 $97.1K - $126K
21.8K $4.48B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-21.3K
- 2.99%
$24.48 - $24.9 $522K - $531K
693K $17.2B
EGP
Eastgroup Properties Inc

Real Estate
-1.41K
- 52.43%
$145.28 - $176.09 $204K - $247K
1.28K $213M
XOM
Exxon Mobil Corp

Energy
-190
- 1.01%
$99.93 - $119.04 $19K - $22.6K
18.6K $2B
PG
Procter & Gamble CO

Consumer Defensive
-300
- 2.03%
$157.66 - $172.39 $47.3K - $51.7K
14.5K $2.31B
MUB
Ishares National Muni Bond ETF

ETFs
-1.95K
- 46.49%
$102.31 - $105.8 $200K - $207K
2.25K $235M
XLK
Technology Sector Spdr

ETFs
-1.3K
- 49.64%
$179.73 - $253.23 $234K - $330K
1.32K $335M
FLMB
Franklin Muni Green Bd ETF

ETFs
-6.21K
- 22.35%
$22.56 - $23.68 $140K - $147K
21.6K $498M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 5.46%
$483.48 - $539.8 $53.2K - $59.4K
1.91K $925M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.42K
- 15.12%
$25.04 - $25.18 $111K - $111K
24.8K $626M
BMY
Bristol Myers Squibb CO

Healthcare
-73
- 1.03%
$44.12 - $59.6 $3.22K - $4.35K
7K $324M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.01K
- 29.45%
$26.41 - $26.76 $106K - $107K
9.61K $257M
PEP
Pepsico Inc

Consumer Defensive
-213
- 4.99%
$128.02 - $151.37 $27.3K - $32.2K
4.06K $536M
BLDR
Builders First Source, Inc.

Industrials
-496
- 9.06%
$105.63 - $131.12 $52.4K - $65K
4.98K $581M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-3.3K
- 5.87%
$33.92 - $37.71 $112K - $124K
52.9K $1.99B
FDL
First Tr Morningstar Dividend

ETFs
-714
- 2.7%
$38.19 - $43.19 $27.3K - $30.8K
25.8K $1.08B
UBSI
United Bankshares Inc

Financial Services
-2.35K
- 28.18%
$31.5 - $37.32 $74.1K - $87.8K
5.99K $218M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-8.94K
- 2.16%
$20.23 - $21.04 $181K - $188K
405K $8.52B
JNJ
Johnson & Johnson

Healthcare
-19
- 0.38%
$146.36 - $159.82 $2.78K - $3.04K
4.92K $751M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.83K
- 6.56%
$45.11 - $52.34 $82.3K - $95.5K
26K $1.36B
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 4.32%
$285.55 - $321.23 $20.8K - $23.4K
1.62K $472M
SBUX
Starbucks Corp

Consumer Cyclical
-391
- 14.02%
$79.69 - $99.41 $31.2K - $38.9K
2.4K $220M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-137
- 15.31%
$468.22 - $566.51 $64.1K - $77.6K
758 $429M
LLY
Eli Lilly & CO

Healthcare
-7
- 0.77%
$713.71 - $898.95 $5K - $6.29K
901 $702M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-763
- 5.21%
$48.46 - $50.2 $37K - $38.3K
13.9K $689M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-715
- 9.4%
$90.56 - $109.49 $64.8K - $78.3K
6.89K $753M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-3.11K
- 13.77%
$39.08 - $48.9 $121K - $152K
19.5K $949M
FE
Firstenergy Corp

Utilities
-693
- 11.81%
$38.31 - $43.17 $26.5K - $29.9K
5.18K $208M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 0.65%
$421.16 - $509.5 $1.26K - $1.53K
462 $206M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-342
- 2.34%
$50.52 - $50.92 $17.3K - $17.4K
14.3K $726M
UNP
Union Pacific Corp

Industrials
-32
- 2.26%
$208.27 - $238.46 $6.66K - $7.63K
1.38K $318M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-449
- 2.3%
$47.89 - $48.65 $21.5K - $21.8K
19.1K $927M
XLP
Consumer Staples Sector Spdr

ETFs
-151
- 5.1%
N/A
2.81K $227M
ADBE
Adobe Inc.

Technology
-37
- 5.39%
$340.0 - $420.68 $12.6K - $15.6K
650 $251M
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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