Commonwealth Financial Services, LLC Purchases in Q3 2025

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
55
+ 4.88%
$303.93 - $329.86 $16.7K - $18.1K
1.18K $388M
CASY
Caseys General Stores Inc

Consumer Cyclical
35
+ 8.12%
$494.52 - $565.32 $17.3K - $19.8K
466 $263M
META
Meta Platforms, Inc.

Communication Services
71
+ 2.32%
$695.21 - $791.73 $49.4K - $56.2K
3.13K $2.3B
PEP
Pepsico Inc

Consumer Defensive
40
+ 0.99%
$133.81 - $152.16 $5.35K - $6.09K
4.1K $576M
XLK
Technology Sector Spdr

ETFs
4
+ 0.3%
$250.97 - $282.66 $1K - $1.13K
1.33K $374M
AMAT
Applied Materials Inc

Technology
29
+ 2.55%
$156.25 - $204.95 $4.53K - $5.94K
1.17K $239M
ADBE
Adobe Inc.

Technology
148
+ 22.77%
$333.65 - $392.1 $49.4K - $58K
798 $281M
VIG
Vanguard Dividend Appreciation

ETFs
62
+ 4.24%
N/A
1.53K $329M
FE
Firstenergy Corp

Utilities
11
+ 0.21%
$39.76 - $45.82 $437 - $504
5.19K $238M
ITOT
Ishares Core S&P Total U.S. St

ETFs
49
+ 2.53%
$135.0 - $146.02 $6.62K - $7.15K
1.99K $290M
IYF
Ishares Tr

ETFs
1
+ 0.02%
$119.89 - $127.16 $120 - $127
4.45K $564M
DUK
Duke Energy Corp

Utilities
37
+ 1.12%
$116.31 - $125.93 $4.3K - $4.66K
3.34K $414M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.32%
$182.33 - $194.5 $1.09K - $1.17K
1.9K $370M
CCL
Carnival Corp

Consumer Cyclical
379
+ 3.58%
$28.37 - $32.49 $10.8K - $12.3K
11K $317M
CRWD
Crowd Strike Holdings, Inc.

Technology
92
+ 6.17%
$412.46 - $514.1 $37.9K - $47.3K
1.58K $776M
FDX
Fedex Corp

Industrials
9
+ 0.83%
$217.1 - $243.2 $1.95K - $2.19K
1.1K $259M
VZ
Verizon Communications Inc

Communication Services
71
+ 0.67%
$40.84 - $45.06 $2.9K - $3.2K
10.7K $471M
PANW
Palo Alto Networks Inc

Technology
54
+ 3.11%
$167.06 - $208.19 $9.02K - $11.2K
1.79K $365M
SO
Southern CO

Utilities
29
+ 1.33%
$90.83 - $96.0 $2.63K - $2.78K
2.21K $209M
AMGN
Amgen Inc

Healthcare
8
+ 0.4%
$271.18 - $309.22 $2.17K - $2.47K
2K $565M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.08%
$92.18 - $95.14 $184 - $190
2.53K $240M
XLP
Consumer Staples Sector Spdr

ETFs
10
+ 0.36%
N/A
2.82K $221M
V
Visa Inc.

Financial Services
78
+ 2.66%
$332.09 - $358.86 $25.9K - $28K
3.01K $1.03B
PG
Procter & Gamble CO

Consumer Defensive
430
+ 2.96%
$150.47 - $161.22 $64.7K - $69.3K
14.9K $2.29B
IBM
International Business Machines Corp

Technology
46
+ 1.76%
$234.77 - $292.47 $10.8K - $13.5K
2.66K $751M
AXON
Axon Enterprise, Inc.

Industrials
24
+ 6.65%
$698.02 - $870.97 $16.8K - $20.9K
385 $276M
CMCSA
Comcast Corp

Communication Services
372
+ 4.62%
$31.41 - $36.33 $11.7K - $13.5K
8.43K $265M
NFLX
Netflix Inc

Communication Services
4
+ 1.56%
$1147.87 - $1297.18 $4.59K - $5.19K
260 $312M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.08%
$433.66 - $544.47 $2.6K - $3.27K
560 $250M
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 0.53%
$157.77 - $183.27 $2.37K - $2.75K
2.84K $461M
UBCP
United Bancorp Inc

Financial Services
1.02K
+ 1.21%
$13.0 - $14.81 $13.3K - $15.2K
85.4K $1.19B
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 1
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