Commonwealth Equity Services, LLC Incresed Positions in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
169
+ 0.11%
$10.41 - $11.76 $1.76K - $1.99K
153K $1.62M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
5
+ 0.01%
$106.1 - $114.66 $531 - $573
33.9K $3.61M
Biohaven LTD
189
+ 1.41%
N/A
13.6K $508K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
41.7K
+ 6.67%
$3.76 - $4.47 $157K - $186K
667K $2.51M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.11K
+ 1.44%
$21.81 - $22.48 $177K - $182K
573K $12.5M
KXI
Ishares Tr Global Consumer Sta

ETFs
358
+ 1.03%
$60.15 - $65.39 $21.5K - $23.4K
35K $2.11M
WING
Wingstop Inc.

Consumer Cyclical
122
+ 7.98%
$281.09 - $422.95 $34.3K - $51.6K
1.65K $469K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.17K
+ 3.1%
$28.76 - $32.28 $62.4K - $70K
72.2K $2.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.17K
+ 3.16%
$57.78 - $60.4 $530K - $554K
299K $17.4M
IR
Ingersoll Rand Inc.

Industrials
602
+ 2.05%
$90.46 - $105.35 $54.5K - $63.4K
30K $2.71M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
1.1K
+ 0.89%
$7.49 - $8.93 $8.24K - $9.82K
125K $936K
LAMR
Lamar Advertising CO

Real Estate
165
+ 1.0%
$121.37 - $138.11 $20K - $22.8K
16.7K $2.04M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.57K
+ 3.81%
$56.61 - $61.63 $145K - $158K
70K $3.97M
America Movil Sab De Cv
3.84K
+ 3.35%
N/A
119K $1.7M
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 0.02%
$408.59 - $476.19 $1.63K - $1.9K
17.5K $7.35M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
6.43K
+ 3.79%
$21.81 - $23.88 $140K - $154K
176K $3.84M
First Tr Exchange Traded Fd
5.52K
+ 1.69%
N/A
333K $6.81M
WSO
Watsco Inc

Industrials
108
+ 0.8%
$466.57 - $568.78 $50.4K - $61.4K
13.7K $6.48M
Annaly Capital Management In
23.4K
+ 6.61%
N/A
377K $6.89M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
16.7K
+ 2.88%
$4.46 - $5.12 $74.3K - $85.3K
595K $2.65M
FLV
American Centy ETF Tr Focused

ETFs
228
+ 0.34%
$66.11 - $71.93 $15.1K - $16.4K
66.9K $4.47M
QRVO
Qorvo, Inc.

Technology
827
+ 10.59%
$65.6 - $104.58 $54.3K - $86.5K
8.64K $604K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
674
+ 0.67%
$25.34 - $27.3 $17.1K - $18.4K
101K $2.57M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.7K
+ 2.98%
$26.18 - $28.77 $96.9K - $107K
128K $3.4M
RING
Ishares Inc Msci Global Gold M

ETFs
1.68K
+ 3.18%
$27.93 - $36.45 $46.9K - $61.2K
54.4K $1.53M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.69K
+ 1.89%
$31.83 - $34.97 $53.8K - $59.1K
91.1K $2.94M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.11K
+ 4.41%
$25.15 - $27.57 $179K - $196K
168K $4.25M
LSEA
Landsea Homes Corp

Real Estate
797
+ 1.36%
$8.49 - $12.63 $6.77K - $10.1K
59.4K $504K
SCHR
Schwab Intermediate Term Us Tr

ETFs
69.5K
+ 95.9%
$24.19 - $50.58 $1.68M - $3.51M
142K $3.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
82.3K
+ 4.29%
$71.75 - $75.11 $5.91M - $6.18M
2M $144M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
9.11K
+ 1.39%
$13.12 - $14.37 $120K - $131K
666K $9.06M
YUM
Yum Brands Inc

Consumer Cyclical
2.43K
+ 2.44%
$130.36 - $139.54 $317K - $340K
102K $13.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.73K
+ 0.61%
$77.23 - $82.11 $365K - $388K
783K $60.9M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
637
+ 0.55%
$24.74 - $27.68 $15.8K - $17.6K
117K $2.91M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.41K
+ 1.05%
$23.17 - $26.26 $32.8K - $37.1K
136K $3.27M
AWR
American States Water CO

Utilities
93
+ 0.21%
$77.72 - $87.27 $7.23K - $8.12K
43.7K $3.4M
ALC
Alcon Inc

Healthcare
392
+ 2.2%
$83.87 - $99.15 $32.9K - $38.9K
18.2K $1.55M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.45K
+ 2.94%
$47.77 - $51.75 $404K - $437K
296K $14.3M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
10.1K
+ 1.91%
$32.47 - $34.44 $327K - $347K
538K $17.5M
ZEUS
Olympic Steel Inc

Basic Materials
147
+ 0.35%
$32.46 - $43.02 $4.77K - $6.32K
41.6K $1.37M
AVDE
American Centy ETF Tr Avantis

ETFs
28.1K
+ 8.03%
$60.9 - $66.69 $1.71M - $1.87M
378K $23.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
41.1K
+ 86.57%
$25.74 - $53.78 $1.06M - $2.21M
88.5K $2.29M
ACLS
Axcelis Technologies Inc

Technology
1.01K
+ 10.42%
$69.18 - $105.1 $69.7K - $106K
10.7K $747K
LVHD
Franklin U.S. Low Volatility H

ETFs
7.2K
+ 3.12%
$38.29 - $41.26 $275K - $297K
238K $9.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.03M
+ 120.56%
$18.41 - $40.87 $19M - $42.2M
1.89M $34.9M
SJM
J M Smucker CO

Consumer Defensive
7.15K
+ 7.41%
$106.92 - $121.75 $764K - $870K
104K $11.4M
TFX
Teleflex Inc

Healthcare
215
+ 4.83%
$172.66 - $245.13 $37.1K - $52.7K
4.67K $831K
IBP
Installed Building Products, Inc.

Consumer Cyclical
405
+ 8.33%
$174.32 - $254.42 $70.6K - $103K
5.27K $923K
RY
Royal Bank Of Canada

Financial Services
1.2K
+ 1.21%
$119.72 - $128.02 $144K - $154K
100K $12.1M
Activity Summary
Buys All Purchases 2331 New Holdings 238 Increased Positions 2093 Sells All Sells 1669 Reductions 1669 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity 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 Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email