Commonwealth Financial Services, LLC Incresed Positions in Q3 2025

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
313
+ 12.5%
$215.01 - $273.02 $67.3K - $85.5K
2.82K $708M
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 10.82%
$357.4 - $423.42 $70.8K - $83.8K
2.03K $822M
UNH
Unitedhealth Group Inc

Healthcare
282
+ 28.0%
$237.77 - $353.61 $67.1K - $99.7K
1.29K $445M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.89K
+ 34.22%
$42.75 - $43.37 $124K - $125K
11.3K $491M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
444
+ 0.89%
$41.02 - $43.2 $18.2K - $19.2K
50.2K $2.17B
CAT
Caterpillar Inc

Industrials
69
+ 7.01%
$390.92 - $477.15 $27K - $32.9K
1.05K $503M
AMZN
Amazon Com Inc

Consumer Cyclical
532
+ 3.24%
$211.65 - $238.24 $113K - $127K
17K $3.73B
AMD
Advanced Micro Devices Inc

Technology
476
+ 28.35%
$134.8 - $184.42 $64.2K - $87.8K
2.16K $349M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.53K
+ 1.62%
$22.38 - $22.53 $124K - $125K
348K $7.82B
CSX
Csx Corp

Industrials
745
+ 2.85%
$32.05 - $36.52 $23.9K - $27.2K
26.9K $955M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
164
+ 0.32%
$40.28 - $42.14 $6.61K - $6.91K
50.9K $2.14B
T
At&T Inc.

Communication Services
4.03K
+ 11.94%
$26.94 - $29.62 $109K - $119K
37.8K $1.07B
Ishares Bitcoin Trust ETF
350
+ 2.82%
N/A
12.8K $830M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 24.93%
$567.77 - $614.76 $50K - $54.1K
441 $270M
GE
General Electric CO

Industrials
106
+ 13.02%
$244.75 - $305.63 $25.9K - $32.4K
920 $277M
PWR
Quanta Services, Inc.

Industrials
50
+ 4.13%
$372.29 - $421.68 $18.6K - $21.1K
1.26K $523M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 3.36%
$459.11 - $506.91 $29.4K - $32.4K
1.97K $990M
MRK
Merck & Co., Inc.

Healthcare
398
+ 6.57%
$77.6 - $87.37 $30.9K - $34.8K
6.45K $542M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 7.51%
$696.56 - $806.32 $21.6K - $25K
444 $354M
RTX
Raytheon Technologies Corp

Industrials
116
+ 6.24%
$144.19 - $167.33 $16.7K - $19.4K
1.98K $330M
SBUX
Starbucks Corp

Consumer Cyclical
825
+ 34.4%
$81.9 - $96.86 $67.6K - $79.9K
3.22K $273M
BMY
Bristol Myers Squibb CO

Healthcare
1.28K
+ 18.25%
$43.31 - $48.98 $55.3K - $62.5K
8.28K $373M
KO
Coca Cola CO

Consumer Defensive
1.5K
+ 12.71%
$65.67 - $71.67 $98.5K - $108K
13.3K $882M
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
Blackrock Inc
3
+ 1.46%
N/A
209 $243M
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
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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