Commonwealth Financial Services, LLC Incresed Positions 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
XMMO
Invesco Exchange Traded Fd Tr

ETFs
19.3K
+ 61.63%
$119.61 - $136.3 $2.3M - $2.63M
50.5K $6.24B
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
GOOGL
Alphabet Inc.

Communication Services
3.97K
+ 109.74%
$161.86 - $196.66 $642K - $780K
7.58K $1.43B
JPM
Jpmorgan Chase & CO

Financial Services
809
+ 5.31%
$205.18 - $250.29 $166K - $202K
16.1K $3.85B
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
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
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
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
ITW
Illinois Tool Works Inc

Industrials
332
+ 25.25%
$253.56 - $278.5 $84.2K - $92.5K
1.65K $418M
BMY
Bristol Myers Squibb CO

Healthcare
904
+ 15.05%
$51.92 - $59.94 $46.9K - $54.2K
6.91K $391M
CVX
Chevron Corp

Energy
588
+ 18.19%
$141.15 - $162.53 $83K - $95.6K
3.82K $553M
PANW
Palo Alto Networks Inc

Technology
909
+ 138.78%
$181.96 - $405.9 $165K - $369K
1.56K $285M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
3.03K
+ 20.57%
$23.18 - $23.74 $70.3K - $72K
17.8K $415M
MCD
Mcdonalds Corp

Consumer Cyclical
283
+ 18.51%
$288.47 - $316.54 $81.6K - $89.6K
1.81K $525M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.44K
+ 2.57%
$48.48 - $49.47 $167K - $170K
137K $6.68B
LOW
Lowes Companies Inc

Consumer Cyclical
416
+ 20.88%
$244.52 - $284.07 $102K - $118K
2.41K $594M
ABT
Abbott Laboratories

Healthcare
429
+ 12.58%
$111.93 - $119.39 $48K - $51.2K
3.84K $434M
IBM
International Business Machines Corp

Technology
202
+ 11.14%
$204.9 - $238.04 $41.4K - $48.1K
2.02K $443M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.04K
+ 272.57%
$26.93 - $84.95 $189K - $598K
9.62K $263M
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
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