Commonwealth Financial Services, LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$488.3B

Holdings

197

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
64,202$35.9B7.36%
2
FIXDFIRST TR EXCHNG TRADED FD VI
727,360$31.9B6.53%
3
NDQINVESCO QQQ TR
56,005$26.3B5.38%
4
MGOVFIRST TR EXCHANGE-TRADED FD
1,055,457$21.4B4.38%
5
IVVISHARES TR
36,075$20.3B4.15%
6
UCONFIRST TR EXCHNG TRADED FD VI
714,275$17.7B3.62%
7
QMOMEA SERIES TRUST
201,053$11.9B2.45%
8
IVWISHARES TR
121,418$11.3B2.31%
9
IBDSISHARES TR
386,537$9.3B1.91%
10
IBDTISHARES TR
368,813$9.3B1.91%
11
IBDUISHARES TR
402,169$9.3B1.91%
12
FRDMEA SERIES TRUST
257,580$9.0B1.85%
13
IBDVISHARES TR
413,334$9.0B1.84%
14
IBDWISHARES TR
414,122$8.6B1.76%
15
MSFTMICROSOFT CORP
33,515$8.4B1.71%Put
16
COWZPACER FDS TR
151,829$8.3B1.70%
17
IBHGISHARES TR
341,810$7.6B1.56%
18
IBHHISHARES TR
318,926$7.5B1.53%
19
IBHIISHARES TR
305,633$7.1B1.45%
20
LMBSFIRST TR EXCHANGE-TRADED FD
143,657$7.1B1.45%
21
NVDANVIDIA CORPORATION
63,676$6.9B1.41%
22
IWMISHARES TR
33,668$6.7B1.38%
23
ONEQFIDELITY COMWLTH TR
96,804$6.6B1.35%
24
JAVAJ P MORGAN EXCHANGE TRADED F
103,246$6.6B1.34%
25
XFEBFIRST TR EXCHNG TRADED FD VI
152,118$6.2B1.27%
26
ICOWPACER FDS TR
195,858$6.2B1.26%
27
FTCSFIRST TR EXCHANGE-TRADED FD
68,388$6.1B1.26%
28
QUALISHARES TR
35,747$6.1B1.25%
29
EFGISHARES TR
60,595$6.1B1.24%
30
UXOCFIRST TR EXCHNG TRADED FD VI
201,810$5.8B1.19%
31
RPGINVESCO EXCHANGE TRADED FD T
137,114$5.2B1.07%
32
AAPLAPPLE INC
22,382$5.0B1.02%
33
GJANFIRST TR EXCHNG TRADED FD VI
110,548$4.2B0.85%
34
JPMJPMORGAN CHASE & CO.
16,879$4.1B0.85%
35
SPYMSPDR SER TR
56,679$3.7B0.76%
36
BOXXEA SERIES TRUST
32,729$3.6B0.75%
37
EFAISHARES TR
44,491$3.6B0.74%
38
IBHEISHARES TR
152,484$3.5B0.73%
39
ARKFARK ETF TR
101,941$3.4B0.69%
40
AMZNAMAZON COM INC
16,008$3.0B0.62%
41
QQQMINVESCO EXCH TRADED FD TR II
15,020$2.9B0.59%
42
COSTCOSTCO WHSL CORP NEW
3,031$2.9B0.59%
43
IBHFISHARES TR
121,652$2.8B0.58%
44
PGPROCTER AND GAMBLE CO
14,803$2.5B0.52%
45
IYWISHARES TR
15,984$2.2B0.46%
46
XOMEXXON MOBIL CORP
18,782$2.2B0.46%
47
WMTWALMART INC
36,940$2.2B0.44%Put
48
DAPRFIRST TR EXCHNG TRADED FD VI
56,184$2.1B0.43%
49
DJANFIRST TR EXCHNG TRADED FD VI
53,739$2.0B0.42%
50
DOCTFIRST TR EXCHNG TRADED FD VI
52,363$2.0B0.41%
51
AEPAMERICAN ELEC PWR CO INC
18,304$2.0B0.41%
52
SGOVISHARES TR
18,554$1.9B0.38%
53
LMTLOCKHEED MARTIN CORP
4,094$1.8B0.37%
54
IWPISHARES TR
15,360$1.8B0.37%
55
IDV*ISHARES TR
55,330$1.7B0.35%
56
METAMETA PLATFORMS INC
2,912$1.7B0.34%
57
PPGPPG INDS INC
15,005$1.6B0.34%
58
IVEISHARES TR
8,587$1.6B0.34%
59
SPYVSPDR SER TR
27,813$1.4B0.29%
60
AVGOBROADCOM INC
8,037$1.3B0.28%
61
CSCOCISCO SYS INC
39,387$1.3B0.28%Put
62
GOOGLALPHABET INC
8,686$1.3B0.28%
63
ABBVABBVIE INC
6,227$1.3B0.27%
64
ARKKARK ETF TR
27,314$1.3B0.27%
65
IBDRISHARES TR
51,784$1.3B0.26%
66
DAUGFIRST TR EXCHNG TRADED FD VI
31,267$1.2B0.25%
67
FDLFIRST TR MORNINGSTAR DIVID L
26,467$1.1B0.24%
68
GSLCGOLDMAN SACHS ETF TR
10,399$1.1B0.23%
69
ILCBISHARES TR
14,647$1.1B0.23%
70
UBCPUNITED BANCORP INC OHIO
82,462$1.1B0.23%
71
BRK/BBERKSHIRE HATHAWAY INC DEL
2,015$1.1B0.22%
72
DGROISHARES TR
17,156$1.1B0.22%
73
XMMOINVESCO EXCHANGE TRADED FD T
9,264$1.1B0.22%
74
RFGINVESCO EXCHANGE TRADED FD T
22,571$989.3M0.20%
75
TAT&T INC
34,920$987.5M0.20%
76
VVISA INC
2,770$970.6M0.20%
77
ISTBISHARES TR
19,506$943.1M0.19%
78
MDYVSPDR SER TR
11,677$899.7M0.18%
79
IVLUISHARES TR
29,642$898.4M0.18%
80
PFEPFIZER INC
34,514$874.6M0.18%
81
SDVYFIRST TR EXCHANGE-TRADED FD
25,338$848.8M0.17%
82
JNJJOHNSON & JOHNSON
4,937$818.8M0.17%
83
KOCOCA COLA CO
11,318$810.6M0.17%
84
IJRISHARES TR
7,608$795.6M0.16%
85
GQ9SPDR GOLD TR
2,710$780.9M0.16%
86
CSXCSX CORP
26,001$765.2M0.16%
87
PEBOPEOPLES BANCORP INC
25,430$754.3M0.15%
88
LLYELI LILLY & CO
908$749.9M0.15%
89
JMSTJ P MORGAN EXCHANGE TRADED F
14,594$742.1M0.15%
90
CVXCHEVRON CORP NEW
4,424$740.1M0.15%
91
IBDQISHARES TR
29,268$736.1M0.15%
92
JMUBJ P MORGAN EXCHANGE TRADED F
14,636$731.8M0.15%
93
SLYVSPDR SER TR
8,803$690.2M0.14%
94
BLDRBUILDERS FIRSTSOURCE INC
5,476$684.2M0.14%
95
HDHOME DEPOT INC
1,826$669.2M0.14%
96
FLMBFRANKLIN TEMPLETON ETF TR
27,776$652.5M0.13%
97
IBMINTERNATIONAL BUSINESS MACHS
2,598$646.1M0.13%
98
PEPPEPSICO INC
4,271$640.4M0.13%
99
MAMASTERCARD INCORPORATED
1,136$622.8M0.13%
100
AMGNAMGEN INC
1,975$615.2M0.13%
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