Commonwealth Financial Services, LLC Purchases in Q4 2024

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
136K
+ 101.43%
$63.64 - $71.85 $8.68M - $9.8M
271K $17.4B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
50.1K
New
$45.39 - $62.98 $2.27M - $3.15M
50.1K $2.84B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
19.3K
+ 61.63%
$119.61 - $136.3 $2.3M - $2.63M
50.5K $6.24B
IWP
Ishares Russell Mid Cap Growth

ETFs
16.8K
New
$116.4 - $138.52 $1.95M - $2.32M
16.8K $2.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 2.17%
$567.81 - $607.81 $784K - $839K
65.1K $38.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
591
+ 1.11%
$481.22 - $538.17 $284K - $318K
53.8K $27.5B
AAPL
Apple Inc.

Technology
5.86K
+ 38.55%
$221.69 - $259.02 $1.3M - $1.52M
21.1K $5.28B
NVDA
Nvidia Corp

Technology
4.05K
+ 6.9%
$117.0 - $148.88 $474K - $603K
62.8K $8.43B
AMZN
Amazon Com Inc

Consumer Cyclical
3.51K
+ 30.93%
$180.88 - $232.93 $635K - $818K
14.9K $3.26B
RPG
Invesco Exchange Traded Fd Tr

ETFs
19.5K
+ 32.57%
$38.88 - $44.07 $759K - $860K
79.4K $3.28B
JPM
Jpmorgan Chase & CO

Financial Services
809
+ 5.31%
$205.18 - $250.29 $166K - $202K
16.1K $3.85B
AVGO
Broadcom Inc.

Technology
997
+ 14.8%
$159.67 - $250.0 $159K - $249K
7.73K $1.79B
MSFT
Microsoft Corp

Technology
1.47K
+ 7.29%
$406.35 - $454.46 $597K - $668K
21.6K $9.12B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.5K
+ 12.16%
$176.42 - $186.91 $618K - $655K
32.3K $5.76B
PFE
Pfizer Inc

Healthcare
20.4K
+ 139.47%
$24.8 - $30.19 $506K - $617K
35.1K $930M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.6K
+ 8.09%
$56.06 - $61.35 $592K - $648K
141K $7.97B
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
New
$213.65 - $479.86 $227K - $509K
1.06K $429M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.23K
+ 7.7%
$63.01 - $68.55 $456K - $496K
101K $6.41B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.83K
+ 3.47%
$41.08 - $42.6 $240K - $248K
174K $7.3B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
7.97K
+ 16.78%
$38.01 - $39.08 $303K - $312K
55.5K $2.17B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
8.37K
+ 16.78%
$36.3 - $37.43 $304K - $313K
58.2K $2.17B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.33K
+ 18.23%
$38.63 - $39.95 $322K - $333K
54K $2.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.02K
+ 6.51%
$66.77 - $71.52 $202K - $216K
49.4K $3.41B
META
Meta Platforms, Inc.

Communication Services
419
+ 20.16%
$554.08 - $632.68 $232K - $265K
2.5K $1.46B
CMCSA
Comcast Corp

Communication Services
6.53K
New
$37.39 - $45.14 $244K - $295K
6.53K $245M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
9.85K
New
$23.22 - $23.84 $229K - $235K
9.85K $231M
NOW
Service Now, Inc.

Technology
216
New
$867.18 - $1148.42 $187K - $248K
216 $229M
ASML
Asml Holding Nv

Technology
317
New
$658.43 - $872.27 $209K - $277K
317 $220M
V
Visa Inc.

Financial Services
394
+ 16.7%
$273.87 - $320.91 $108K - $126K
2.75K $870M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
21.3K
+ 12.82%
$28.89 - $31.63 $616K - $675K
188K $5.48B
PSX
Phillips 66

Energy
1.87K
New
$110.35 - $138.93 $206K - $259K
1.87K $213M
AXON
Axon Enterprise, Inc.

Industrials
357
New
$399.22 - $689.78 $143K - $246K
357 $212M
BX
Blackstone Inc.

Financial Services
1.23K
New
$148.45 - $199.05 $182K - $244K
1.23K $212M
NKE
Nike, Inc.

Consumer Cyclical
2.74K
New
$73.36 - $89.13 $201K - $244K
2.74K $208M
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 3.27%
$873.59 - $994.69 $83.9K - $95.5K
3.03K $2.78B
GOOG
Alphabet Inc.

Communication Services
700
+ 25.43%
$163.08 - $198.16 $114K - $139K
3.45K $658M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
+ 2.71%
N/A
395K $9.52B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.8K
+ 48.52%
$87.1 - $98.49 $244K - $275K
8.56K $747M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.84K
+ 18.18%
$78.43 - $84.56 $144K - $155K
11.9K $969M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.79K
+ 7.92%
$43.84 - $48.76 $429K - $477K
133K $5.87B
CSCO
Cisco Systems, Inc.

Technology
407
+ 1.91%
$52.45 - $60.02 $21.3K - $24.4K
21.7K $1.29B
Ea Series Trust
927
+ 2.31%
N/A
41.1K $4.54B
VZ
Verizon Communications Inc

Communication Services
4.04K
+ 54.92%
$39.6 - $45.21 $160K - $183K
11.4K $455M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
29
+ 1.46%
$173.13 - $258.09 $5.02K - $7.48K
2.01K $465M
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 3.09%
$275.15 - $388.2 $11.3K - $15.9K
1.37K $468M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.85K
+ 15.12%
$35.45 - $40.33 $101K - $115K
21.7K $777M
ADP
Automatic Data Processing Inc

Industrials
272
+ 24.33%
$280.08 - $307.97 $76.2K - $83.8K
1.39K $407M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
189
+ 15.62%
$442.29 - $483.08 $83.6K - $91.3K
1.4K $634M
MA
Mastercard Inc

Financial Services
85
+ 8.19%
$491.3 - $536.15 $41.8K - $45.6K
1.12K $591M
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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