Commonwealth Equity Services, LLC Sells in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-6.37K
- 1.74%
$727.2 - $932.06 $4.63M - $5.94M
360K $278M
JNJ
Johnson & Johnson

Healthcare
-47.5K
- 2.75%
$143.34 - $165.86 $6.81M - $7.88M
1.68M $243M
NEE
Nextera Energy Inc

Utilities
-2.94K
- 0.11%
$69.77 - $85.43 $205K - $251K
2.68M $192M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-228K
- 29.71%
$124.61 - $133.96 $28.5M - $30.6M
540K $69.6M
UNH
Unitedhealth Group Inc

Healthcare
-6.63K
- 2.2%
$485.52 - $625.25 $3.22M - $4.15M
295K $149M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-332K
- 70.37%
$68.25 - $75.42 $22.6M - $25M
140K $9.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-86.2K
- 4.2%
$183.23 - $199.79 $15.8M - $17.2M
1.97M $364M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-389K
- 9.89%
$45.07 - $47.1 $17.5M - $18.3M
3.54M $160M
ABBV
Abb Vie Inc.

Healthcare
-557
- 0.05%
$164.99 - $203.87 $91.9K - $114K
1.22M $217M
XOM
Exxon Mobil Corp

Energy
-1.19K
- 0.05%
$105.51 - $125.37 $125K - $149K
2.49M $268M
MRK
Merck & Co., Inc.

Healthcare
-5.46K
- 0.36%
$96.31 - $114.76 $526K - $627K
1.51M $150M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-118K
- 5.98%
$96.64 - $101.23 $11.4M - $12M
1.86M $180M
CVS
Cvs Health Corp

Healthcare
-150K
- 22.75%
$43.78 - $67.46 $6.59M - $10.1M
511K $22.9M
PEP
Pepsico Inc

Consumer Defensive
-12.4K
- 1.42%
$151.29 - $176.1 $1.88M - $2.18M
861K $131M
OMFL
Invesco Exchange Traded Self I

ETFs
-333K
- 59.75%
$52.49 - $56.58 $17.5M - $18.9M
224K $12.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30.3K
- 22.68%
$563.99 - $620.12 $17.1M - $18.8M
103K $58.8M
PFE
Pfizer Inc

Healthcare
-208K
- 4.43%
$24.8 - $30.19 $5.16M - $6.28M
4.49M $119M
NVO
Novo Nordisk A S

Healthcare
-20.5K
- 4.77%
$85.0 - $120.04 $1.74M - $2.46M
409K $35.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-349K
- 16.24%
$40.97 - $42.66 $14.3M - $14.9M
1.8M $74.5M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-339K
- 72.26%
$46.38 - $47.95 $15.7M - $16.2M
130K $6.24M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-360K
- 62.56%
$43.33 - $45.42 $15.6M - $16.3M
215K $9.59M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-342K
- 83.48%
$42.96 - $45.15 $14.7M - $15.4M
67.6K $3M
VHT
Vanguard Health Care ETF

ETFs
-25.4K
- 9.12%
$250.81 - $283.3 $6.36M - $7.19M
253K $64.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-190K
- 9.07%
$43.84 - $48.76 $8.32M - $9.25M
1.9M $83.8M
WPC
W. P. Carey Inc.

Real Estate
-84K
- 7.3%
$53.44 - $61.33 $4.49M - $5.15M
1.07M $58.1M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-319K
- 49.46%
$42.04 - $44.04 $13.4M - $14.1M
326K $14.1M
CAT
Caterpillar Inc

Industrials
-799
- 0.18%
$360.37 - $416.88 $288K - $333K
435K $158M
GE
General Electric CO

Industrials
-22.3K
- 5.51%
$159.95 - $194.23 $3.56M - $4.33M
382K $63.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-33.2K
- 1.49%
N/A
2.2M $204M
ALB
Albemarle Corp

Basic Materials
-121K
- 51.93%
$86.08 - $111.3 $10.4M - $13.5M
112K $9.64M
Innovator Etfs Trust
-478K
- 51.26%
N/A
454K $13.3M
CL
Colgate Palmolive CO

Consumer Defensive
-82.5K
- 24.36%
$90.22 - $102.31 $7.44M - $8.44M
256K $23.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.36K
- 0.09%
$442.29 - $483.08 $600K - $656K
1.58M $715M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24.2K
- 2.11%
$75.1 - $82.99 $1.82M - $2.01M
1.12M $84.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.1K
- 0.5%
$244.52 - $284.07 $514K - $598K
422K $104M
VEU
Vanguard Ftse All World Ex Us

ETFs
-34.6K
- 2.28%
$57.29 - $63.1 $1.98M - $2.18M
1.48M $85.1M
MDT
Medtronic PLC

Healthcare
-12K
- 1.33%
$79.61 - $92.24 $956K - $1.11M
894K $71.4M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-98.6K
- 39.77%
$93.52 - $95.37 $9.22M - $9.4M
149K $14M
INTC
Intel Corp

Technology
-205K
- 12.94%
$19.07 - $26.23 $3.92M - $5.39M
1.38M $27.7M
HDV
Ishares Core High Dividend ETF

ETFs
-43.4K
- 5.45%
$110.82 - $121.28 $4.8M - $5.26M
753K $84.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-65.9K
- 19.45%
$115.08 - $119.55 $7.58M - $7.88M
273K $31.5M
IEF
Ishares Barclays

ETFs
-46.2K
- 5.86%
$92.08 - $98.18 $4.25M - $4.53M
742K $68.6M
DOW
Dow Inc.

Basic Materials
-32.2K
- 6.31%
$39.1 - $55.34 $1.26M - $1.78M
479K $19.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-90.9K
- 12.28%
$91.29 - $91.8 $8.3M - $8.35M
649K $59.4M
AMT
American Tower Corp

Real Estate
-6.6K
- 4.43%
$179.4 - $232.01 $1.18M - $1.53M
142K $26.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-32.8K
- 1.52%
$88.59 - $94.57 $2.91M - $3.1M
2.13M $189M
BOTZ
Global X Fds

ETFs
-249K
- 22.81%
$31.11 - $34.18 $7.73M - $8.5M
841K $26.9M
NUE
Nucor Corp

Basic Materials
-2.91K
- 1.25%
$115.78 - $167.74 $336K - $487K
229K $26.8M
MMM
3 M CO

Industrials
-34.7K
- 7.34%
$124.74 - $137.12 $4.33M - $4.76M
438K $56.6M
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
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