The Analysis of Commonwealth Financial Services, LLC's Holdings & P&L


Currently, Commonwealth Financial Services, LLC holds 317 types of securities in its portfolio with a total value $744.2M. In the most recent quarter, they have increased their positions in N/A (+407.6K shares, valued at $40.3M), GTO (+675.6K shares, valued at $31.7M), GOVI (+1.1M shares, valued at $28.8M); decreased their positions in GJAN (-693.0K shares, valued at $31.2M), FIXD (-630.6K shares, valued at $27.5M), UCON (-612.6K shares, valued at $15.2M); initiated new positions in N/A (+407.6K shares, valued at $40.3M), GTO (+675.6K shares, valued at $31.7M), GOVI (+1.1M shares, valued at $28.8M).


1M P&L
+614.6K+0.11%
3M P&L
+10.4M+1.86%
HY P&L
+45.5M+8.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A438.4M
79.5%
2Semiconductors21.8M
4.0%
3Software - Infrastructure7.6M
1.4%

Top Industries by Stock Count

1N/A139 stocks
49.3%
2Banks - Regional13 stocks
4.6%
3Semiconductors8 stocks
2.8%
Stock Holdings
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
22.39%
Shares94.0K
Event2026-06-30
Filed2026-07-15
QQQ
INVESCO QQQ TR
12.72%
Shares59.5K
Event2026-06-30
Filed2026-07-15
ISHARES TR
ISHARES TR
New
Shares407.6K
Event2026-06-30
Filed2026-07-15
ISHARES TR
ISHARES TR
22.26%
Shares49.2K
Event2026-06-30
Filed2026-07-15
GTO
INVESCO ACTIVELY MANAGED EXC
New
Shares675.6K
Event2026-06-30
Filed2026-07-15
GOVI
INVESCO EXCH TRADED FD TR II
New
Shares1.1M
Event2026-06-30
Filed2026-07-15
RDVY
FIRST TR EXCHANGE TRADED FD
84.96%
Shares324.1K
Event2026-06-30
Filed2026-07-15
RWL
INVESCO EXCH TRADED FD TR II
New
Shares183.4K
Event2026-06-30
Filed2026-07-15
ONEQ
FIDELITY COMWLTH TR
20.14%
Shares175.1K
Event2026-06-30
Filed2026-07-15
WCMI
FIRST TR EXCHANGE-TRADED FD
53.64%
Shares911.3K
Event2026-06-30
Filed2026-07-15
NVDA
NVIDIA CORPORATION
1.77%
Shares71.6K
Event2026-06-30
Filed2026-07-15
ICLO
INVESCO ACTIVELY MANAGED EXC
New
Shares450.5K
Event2026-06-30
Filed2026-07-15
SOXX
ISHARES TR
-14.97%
Shares13.9K
Event2026-06-30
Filed2026-07-15
QMOM
EA SERIES TRUST
-63.30%
Shares112.2K
Event2026-06-30
Filed2026-07-15
SPLV
INVESCO EXCH TRADED FD TR II
New
Shares117.3K
Event2026-06-30
Filed2026-07-15
SPDR SERIES TRUST
SPDR SERIES TRUST
2.74%
Shares93.7K
Event2026-06-30
Filed2026-07-15
BOXX
EA SERIES TRUST
80.35%
Shares66.7K
Event2026-06-30
Filed2026-07-15
GJAN
FIRST TR EXCHNG TRADED FD VI
-79.99%
Shares173.4K
Event2026-06-30
Filed2026-07-15
AAPL
APPLE INC
3.11%
Shares25.8K
Event2026-06-30
Filed2026-07-15
JMEE
J P MORGAN EXCHANGE TRADED F
New
Shares95.4K
Event2026-06-30
Filed2026-07-15
DJUL
FIRST TR EXCHNG TRADED FD VI
-3.89%
Shares144.6K
Event2026-06-30
Filed2026-07-15
FRDM
EA SERIES TRUST
-68.10%
Shares93.7K
Event2026-06-30
Filed2026-07-15
FIXD
FIRST TR EXCHNG TRADED FD VI
-80.41%
Shares153.6K
Event2026-06-30
Filed2026-07-15
MSFT
MICROSOFT CORP
26.11%
Shares20.6K
Event2026-06-30
Filed2026-07-15
UXOC
FIRST TR EXCHNG TRADED FD VI
-13.97%
Shares160.2K
Event2026-06-30
Filed2026-07-15
SGOV
ISHARES TR
185.22%
Shares62.1K
Event2026-06-30
Filed2026-07-15
FALN
ISHARES TR
New
Shares227.9K
Event2026-06-30
Filed2026-07-15
FLRT
PACER FDS TR
New
Shares113.9K
Event2026-06-30
Filed2026-07-15
AMZN
AMAZON COM INC
26.89%
Shares25.3K
Event2026-06-30
Filed2026-07-15
EMB
ISHARES TR
New
Shares51.5K
Event2026-06-30
Filed2026-07-15
ILCB
ISHARES TR
4.61%
Shares46.3K
Event2026-06-30
Filed2026-07-15
IMFL
INVESCO EXCH TRD SLF IDX FD
New
Shares136.8K
Event2026-06-30
Filed2026-07-15
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
37.42%
Shares19.2K
Event2026-06-30
Filed2026-07-15
QQQM
INVESCO EXCH TRADED FD TR II
13.62%
Shares15.2K
Event2026-06-30
Filed2026-07-15
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares74.9K
Event2026-06-30
Filed2026-07-15
ROUNDHILL ETF TRUST
ROUNDHILL ETF TRUST
New
Shares57.7K
Event2026-06-30
Filed2026-07-15
XMMO
INVESCO EXCHANGE TRADED FD T
203.40%
Shares24.7K
Event2026-06-30
Filed2026-07-15
EFA
ISHARES TR
-13.70%
Shares40.1K
Event2026-06-30
Filed2026-07-15
SCHC
SCHWAB STRATEGIC TR
New
Shares86.6K
Event2026-06-30
Filed2026-07-15
IBDS
ISHARES TR
-64.72%
Shares164.7K
Event2026-06-30
Filed2026-07-15
GOOGL
ALPHABET INC
0.88%
Shares10.9K
Event2026-06-30
Filed2026-07-15
IYW
ISHARES TR
-2.32%
Shares15.2K
Event2026-06-30
Filed2026-07-15
UCON
FIRST TR EXCHNG TRADED FD VI
-80.02%
Shares153.0K
Event2026-06-30
Filed2026-07-15
IBDT
ISHARES TR
-66.32%
Shares146.0K
Event2026-06-30
Filed2026-07-15
IVW
ISHARES TR
-1.02%
Shares26.5K
Event2026-06-30
Filed2026-07-15
BROADCOM INC
BROADCOM INC
1.94%
Shares9.3K
Event2026-06-30
Filed2026-07-15
RPG
INVESCO EXCHANGE TRADED FD T
-9.04%
Shares55.0K
Event2026-06-30
Filed2026-07-15
IBDU
ISHARES TR
-67.42%
Shares151.3K
Event2026-06-30
Filed2026-07-15
IBDV
ISHARES TR
-69.37%
Shares144.2K
Event2026-06-30
Filed2026-07-15
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
72.36%
Shares5.3K
Event2026-06-30
Filed2026-07-15
CISCO SYS INC
CISCO SYS INC
62.27%
Shares40.6K
Event2026-06-30
Filed2026-07-15
WMT
WALMART INC
41.59%
Shares37.4K
Event2026-06-30
Filed2026-07-15
TLH
ISHARES TR
-81.92%
Shares29.5K
Event2026-06-30
Filed2026-07-15
DJAN
FIRST TR EXCHNG TRADED FD VI
-10.06%
Shares64.3K
Event2026-06-30
Filed2026-07-15
MU
MICRON TECHNOLOGY INC
18.68%
Shares2.5K
Event2026-06-30
Filed2026-07-15
LMBS
FIRST TR EXCHANGE-TRADED FD
-80.33%
Shares57.8K
Event2026-06-30
Filed2026-07-15
AEP
AMERICAN ELEC PWR CO INC
2.64%
Shares20.5K
Event2026-06-30
Filed2026-07-15
EXXON MOBIL CORP
EXXON MOBIL CORP
-3.10%
Shares20.3K
Event2026-06-30
Filed2026-07-15
IBHG
ISHARES TR
-68.98%
Shares120.4K
Event2026-06-30
Filed2026-07-15
IBHH
ISHARES TR
-70.60%
Shares106.1K
Event2026-06-30
Filed2026-07-15
IBDW
ISHARES TR
-74.32%
Shares118.2K
Event2026-06-30
Filed2026-07-15
SPHB
INVESCO EXCH TRADED FD TR II
-1.49%
Shares15.8K
Event2026-06-30
Filed2026-07-15
IBHI
ISHARES TR
-71.76%
Shares99.4K
Event2026-06-30
Filed2026-07-15
SDVY
FIRST TR EXCHANGE TRADED FD
4.51%
Shares52.7K
Event2026-06-30
Filed2026-07-15
PG
PROCTER & GAMBLE CO
69.13%
Shares24.7K
Event2026-06-30
Filed2026-07-15
DOCT
FIRST TR EXCHNG TRADED FD VI
-13.03%
Shares46.4K
Event2026-06-30
Filed2026-07-15
IBHF
ISHARES TR
-4.80%
Shares91.6K
Event2026-06-30
Filed2026-07-15
LMT
LOCKHEED MARTIN CORP
-0.42%
Shares4.1K
Event2026-06-30
Filed2026-07-15
DAPR
FIRST TR EXCHNG TRADED FD VI
-11.50%
Shares49.9K
Event2026-06-30
Filed2026-07-15
META PLATFORMS INC
META PLATFORMS INC
31.24%
Shares4.4K
Event2026-06-30
Filed2026-07-15
IBDR
ISHARES TR
-1.97%
Shares83.4K
Event2026-06-30
Filed2026-07-15
UBSI
UNITED BANKSHARES INC WEST V
3.14%
Shares42.1K
Event2026-06-30
Filed2026-07-15
SH
PROSHARES TR
0.00%
Shares57.6K
Event2026-06-30
Filed2026-07-15
AMD
ADVANCED MICRO DEVICES INC
3.15%
Shares3.1K
Event2026-06-30
Filed2026-07-15
ABBVIE INC
ABBVIE INC
7.72%
Shares7.2K
Event2026-06-30
Filed2026-07-15
ASML
ASML HLDG NV
-3.48%
Shares833
Event2026-06-30
Filed2026-07-15
GOOG
ALPHABET INC
9.50%
Shares4.6K
Event2026-06-30
Filed2026-07-15
CAT
CATERPILLAR INC
12.32%
Shares1.5K
Event2026-06-30
Filed2026-07-15
DMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares32.3K
Event2026-06-30
Filed2026-07-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.09%
Shares3.1K
Event2026-06-30
Filed2026-07-15
LLY
ELI LILLY & CO
15.73%
Shares1.2K
Event2026-06-30
Filed2026-07-15
GSLC
GOLDMAN SACHS ETF TR
-1.53%
Shares10.1K
Event2026-06-30
Filed2026-07-15
UBCP
UNITED BANCORP INC OHIO
2.07%
Shares89.2K
Event2026-06-30
Filed2026-07-15
DDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares28.8K
Event2026-06-30
Filed2026-07-15
JNJ
JOHNSON & JOHNSON
11.09%
Shares5.4K
Event2026-06-30
Filed2026-07-15
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-0.67%
Shares1.8K
Event2026-06-30
Filed2026-07-15
PPG
PPG INDS INC
0.56%
Shares10.9K
Event2026-06-30
Filed2026-07-15
VISA INC
VISA INC
42.19%
Shares5.2K
Event2026-06-30
Filed2026-07-15
KO
COCA COLA CO
1.71%
Shares15.7K
Event2026-06-30
Filed2026-07-15
BRK.B
BERKSHIRE HATHAWAY INC DEL
9.64%
Shares2.5K
Event2026-06-30
Filed2026-07-15
PFE
PFIZER INC
21.58%
Shares51.8K
Event2026-06-30
Filed2026-07-15
FDL
FIRST TR EXCHANGE-TRADED FD
-0.56%
Shares25.6K
Event2026-06-30
Filed2026-07-15
CVX
CHEVRON CORPORATION
4.83%
Shares7.4K
Event2026-06-30
Filed2026-07-15
ISTB
ISHARES TR
2.99%
Shares25.4K
Event2026-06-30
Filed2026-07-15
ICOW
PACER FDS TR
-89.59%
Shares28.1K
Event2026-06-30
Filed2026-07-15
CSX
CSX CORP
-14.26%
Shares24.4K
Event2026-06-30
Filed2026-07-15
DGRO
ISHARES TR
-1.09%
Shares15.0K
Event2026-06-30
Filed2026-07-15
SPYV
SPDR SERIES TRUST
-24.24%
Shares18.7K
Event2026-06-30
Filed2026-07-15
RFG
INVESCO EXCHANGE TRADED FD T
-1.18%
Shares17.1K
Event2026-06-30
Filed2026-07-15
GLD
SPDR GOLD TR
-4.96%
Shares3.0K
Event2026-06-30
Filed2026-07-15
QUANTA SVCS INC
QUANTA SVCS INC
4.12%
Shares1.5K
Event2026-06-30
Filed2026-07-15
MRK
MERCK & CO INC
10.38%
Shares8.3K
Event2026-06-30
Filed2026-07-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.14%
Shares2.8K
Event2026-06-30
Filed2026-07-15
DNOV
FIRST TR EXCHNG TRADED FD VI
-13.10%
Shares19.6K
Event2026-06-30
Filed2026-07-15
FTCS
FIRST TR EXCHANGE-TRADED FD
-90.15%
Shares10.5K
Event2026-06-30
Filed2026-07-15
TSLA
TESLA INC
28.16%
Shares2.2K
Event2026-06-30
Filed2026-07-15
IJR
ISHARES TR
-5.73%
Shares6.3K
Event2026-06-30
Filed2026-07-15
HD
HOME DEPOT INC
6.76%
Shares2.5K
Event2026-06-30
Filed2026-07-15
PEBO
PEOPLES BANCORP INC
-2.95%
Shares22.5K
Event2026-06-30
Filed2026-07-15
PANW
PALO ALTO NETWORKS INC
2.70%
Shares2.5K
Event2026-06-30
Filed2026-07-15
IBM
INTERNATIONAL BUSINESS MACHS
2.68%
Shares2.9K
Event2026-06-30
Filed2026-07-15
SLYV
SPDR SERIES TRUST
-1.82%
Shares7.6K
Event2026-06-30
Filed2026-07-15
T
AT&T INC
-4.04%
Shares38.0K
Event2026-06-30
Filed2026-07-15
EEM
ISHARES TR
-81.07%
Shares11.5K
Event2026-06-30
Filed2026-07-15
JEPI
J P MORGAN EXCHANGE TRADED F
5.53%
Shares13.7K
Event2026-06-30
Filed2026-07-15
LRCX
LAM RESEARCH CORP
12.15%
Shares1.8K
Event2026-06-30
Filed2026-07-15
SPSB
SPDR SERIES TRUST
6.08%
Shares25.6K
Event2026-06-30
Filed2026-07-15
COWZ
PACER FDS TR
-7.33%
Shares12.2K
Event2026-06-30
Filed2026-07-15
WDC
WESTERN DIGITAL CORP
1.29%
Shares1.2K
Event2026-06-30
Filed2026-07-15
MDYV
SPDR SERIES TRUST
-27.36%
Shares7.7K
Event2026-06-30
Filed2026-07-15
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
29.77%
Shares6.2K
Event2026-06-30
Filed2026-07-15
GLW
CORNING INC
1.92%
Shares2.8K
Event2026-06-30
Filed2026-07-15
APPLIED MATLS INC
APPLIED MATLS INC
-4.25%
Shares991
Event2026-06-30
Filed2026-07-15
KLAC
KLA CORP
942.73%
Shares2.4K
Event2026-06-30
Filed2026-07-15
GFEB
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares16.1K
Event2026-06-30
Filed2026-07-15
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
5.39%
Shares1.4K
Event2026-06-30
Filed2026-07-15
AMGN
AMGEN INC
-2.73%
Shares1.9K
Event2026-06-30
Filed2026-07-15
RKLB
ROCKET LAB CORP
22.28%
Shares7.0K
Event2026-06-30
Filed2026-07-15
IWM
ISHARES TR
4.31%
Shares2.3K
Event2026-06-30
Filed2026-07-15
SPYG
SPDR SERIES TRUST
-0.23%
Shares5.7K
Event2026-06-30
Filed2026-07-15
ETN
EATON CORP PLC
2.73%
Shares1.6K
Event2026-06-30
Filed2026-07-15
SCHD
SCHWAB STRATEGIC TR
0.35%
Shares20.9K
Event2026-06-30
Filed2026-07-15
GS
GOLDMAN SACHS GROUP INC
9.78%
Shares651
Event2026-06-30
Filed2026-07-15
PM
PHILIP MORRIS INTL INC
12.84%
Shares3.6K
Event2026-06-30
Filed2026-07-15
MAR
MARRIOTT INTL INC NEW
-0.28%
Shares1.8K
Event2026-06-30
Filed2026-07-15
MOAT
VANECK ETF TRUST
-10.61%
Shares6.0K
Event2026-06-30
Filed2026-07-15
LOW
LOWES COS INC
-0.32%
Shares2.8K
Event2026-06-30
Filed2026-07-15
IYF
ISHARES TR
0.02%
Shares4.5K
Event2026-06-30
Filed2026-07-15
XLE
SELECT SECTOR SPDR TR
14.35%
Shares11.1K
Event2026-06-30
Filed2026-07-15
VGT
VANGUARD WORLD FD
701.08%
Shares4.4K
Event2026-06-30
Filed2026-07-15
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
37.13%
Shares1.3K
Event2026-06-30
Filed2026-07-15
ORACLE CORP
ORACLE CORP
11.69%
Shares3.5K
Event2026-06-30
Filed2026-07-15
JMST
J P MORGAN EXCHANGE TRADED F
-32.88%
Shares9.9K
Event2026-06-30
Filed2026-07-15
SHYG
ISHARES TR
2.94%
Shares11.6K
Event2026-06-30
Filed2026-07-15
PEP
PEPSICO INC
-3.34%
Shares3.6K
Event2026-06-30
Filed2026-07-15
BMY
BRISTOL-MYERS SQUIBB CO
-1.70%
Shares8.4K
Event2026-06-30
Filed2026-07-15
JMUB
J P MORGAN EXCHANGE TRADED F
-33.79%
Shares9.6K
Event2026-06-30
Filed2026-07-15
DAUG
FIRST TR EXCHNG TRADED FD VI
-5.56%
Shares10.3K
Event2026-06-30
Filed2026-07-15
XLK
SELECT SECTOR SPDR TR
-6.80%
Shares2.5K
Event2026-06-30
Filed2026-07-15
CALF
PACER FDS TR
-1.14%
Shares9.4K
Event2026-06-30
Filed2026-07-15
MDY
STATE STR SPDR S&P MIDCAP 40
-1.46%
Shares674
Event2026-06-30
Filed2026-07-15
SLYG
SPDR SERIES TRUST
-23.55%
Shares4.0K
Event2026-06-30
Filed2026-07-15
UTG
REAVES UTIL INCOME FD
3.25%
Shares11.4K
Event2026-06-30
Filed2026-07-15
CSM
PROSHARES TR
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-15
CASY
CASEYS GEN STORES INC
9.65%
Shares568
Event2026-06-30
Filed2026-07-15
RZG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares6.2K
Event2026-06-30
Filed2026-07-15
VZ
VERIZON COMMUNICATIONS INC
-3.08%
Shares10.6K
Event2026-06-30
Filed2026-07-15
HOOD
ROBINHOOD MKTS INC
3.06%
Shares4.4K
Event2026-06-30
Filed2026-07-15
MCD
MCDONALDS CORP
1.64%
Shares1.6K
Event2026-06-30
Filed2026-07-15
INTC
INTEL CORP
New
Shares5.5K
Event2026-06-30
Filed2026-07-15
ABT
ABBOTT LABORATORIES
8.35%
Shares4.7K
Event2026-06-30
Filed2026-07-15
BLDR
BUILDERS FIRSTSOURCE INC
-0.08%
Shares4.8K
Event2026-06-30
Filed2026-07-15
RTX CORPORATION
RTX CORPORATION
5.95%
Shares2.3K
Event2026-06-30
Filed2026-07-15
BINC
BLACKROCK ETF TRUST II
18.18%
Shares8.2K
Event2026-06-30
Filed2026-07-15
SPHQ
INVESCO EXCHANGE TRADED FD T
-18.79%
Shares4.7K
Event2026-06-30
Filed2026-07-15
LGLV
SPDR SERIES TRUST
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-15
CHCO
CITY HLDG CO
0.70%
Shares3.1K
Event2026-06-30
Filed2026-07-15
ZSEP
INNOVATOR ETFS TRUST
0.00%
Shares15.0K
Event2026-06-30
Filed2026-07-15
MS
MORGAN STANLEY
1.02%
Shares2.0K
Event2026-06-30
Filed2026-07-15
VOO
VANGUARD INDEX FDS
8.88%
Shares601
Event2026-06-30
Filed2026-07-15
IYJ
ISHARES TR
0.04%
Shares2.5K
Event2026-06-30
Filed2026-07-15
FDX
FEDEX CORP
13.77%
Shares1.3K
Event2026-06-30
Filed2026-07-15
GE
GE AEROSPACE
8.73%
Shares1.1K
Event2026-06-30
Filed2026-07-15
UMC
UNITED MICROELECTRONICS CORP
-7.10%
Shares14.5K
Event2026-06-30
Filed2026-07-15
UNP
UNION PAC CORP
3.88%
Shares1.4K
Event2026-06-30
Filed2026-07-15
WSBC
WESBANCO INC
-2.56%
Shares10.1K
Event2026-06-30
Filed2026-07-15
DVY
ISHARES TR
-0.28%
Shares2.5K
Event2026-06-30
Filed2026-07-15
QUAL
ISHARES TR
-0.50%
Shares1.8K
Event2026-06-30
Filed2026-07-15
DIS
DISNEY WALT CO
15.51%
Shares4.0K
Event2026-06-30
Filed2026-07-15
VLO
VALERO ENERGY CORP
-15.93%
Shares1.5K
Event2026-06-30
Filed2026-07-15
URI
UNITED RENTALS INC
0.00%
Shares335
Event2026-06-30
Filed2026-07-15
ALL
ALLSTATE CORP
0.38%
Shares1.6K
Event2026-06-30
Filed2026-07-15
MPC
MARATHON PETE CORP
-12.22%
Shares1.5K
Event2026-06-30
Filed2026-07-15
VIG
VANGUARD SPECIALIZED FUNDS
2.13%
Shares1.6K
Event2026-06-30
Filed2026-07-15
VNO
VORNADO RLTY TR
2.48%
Shares9.5K
Event2026-06-30
Filed2026-07-15
UNM
UNUM GROUP
1.48%
Shares4.1K
Event2026-06-30
Filed2026-07-15
DOMINION ENERGY INC
DOMINION ENERGY INC
55.38%
Shares5.3K
Event2026-06-30
Filed2026-07-15
GAPR
FIRST TR EXCHNG TRADED FD VI
New
Shares8.7K
Event2026-06-30
Filed2026-07-15
SERVICENOW INC
SERVICENOW INC
54.85%
Shares3.6K
Event2026-06-30
Filed2026-07-15
SBUX
STARBUCKS CORP
11.17%
Shares3.5K
Event2026-06-30
Filed2026-07-15
BAC
BANK OF AMER CORP
22.15%
Shares6.2K
Event2026-06-30
Filed2026-07-15
ALPS ETF TR
ALPS ETF TR
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-15
GEV
GE VERNOVA INC
4.93%
Shares298
Event2026-06-30
Filed2026-07-15
XMLV
INVESCO EXCH TRADED FD TR II
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-15
DGX
QUEST DIAGNOSTICS INC
-19.75%
Shares1.6K
Event2026-06-30
Filed2026-07-15
AXP
AMERICAN EXPRESS CO
18.37%
Shares986
Event2026-06-30
Filed2026-07-15
TLT
ISHARES TR
-13.91%
Shares3.8K
Event2026-06-30
Filed2026-07-15
NEXTERA ENERGY INC
NEXTERA ENERGY INC
15.60%
Shares3.7K
Event2026-06-30
Filed2026-07-15
ITOT
ISHARES TR
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-15
SJNK
SPDR SERIES TRUST
6.21%
Shares13.0K
Event2026-06-30
Filed2026-07-15
ALLISON TRANSMISSION HLDGS I
ALLISON TRANSMISSION HLDGS I
2.14%
Shares2.9K
Event2026-06-30
Filed2026-07-15
C
CITIGROUP INC
3.22%
Shares2.3K
Event2026-06-30
Filed2026-07-15
NWSA
NEWS CORP NEW
20.45%
Shares12.8K
Event2026-06-30
Filed2026-07-15
3M CO
3M CO
11.79%
Shares2.0K
Event2026-06-30
Filed2026-07-15
SHBI
SHORE BANCSHARES INC
1.76%
Shares13.8K
Event2026-06-30
Filed2026-07-15
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
-14.60%
Shares1.0K
Event2026-06-30
Filed2026-07-15
ROBO
EXCHANGE TRADED CONCEPTS TRU
3.03%
Shares3.7K
Event2026-06-30
Filed2026-07-15
WASTE MGMT INC DEL
WASTE MGMT INC DEL
3.79%
Shares1.4K
Event2026-06-30
Filed2026-07-15
TFC
TRUIST FINL CORP
0.38%
Shares6.1K
Event2026-06-30
Filed2026-07-15
TRGP
TARGA RES CORP
New
Shares1.1K
Event2026-06-30
Filed2026-07-15
DECM
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-15
CMI
CUMMINS INC
1.19%
Shares425
Event2026-06-30
Filed2026-07-15
IVE
ISHARES TR
-0.15%
Shares1.3K
Event2026-06-30
Filed2026-07-15
RDN
RADIAN GROUP INC
6.91%
Shares7.9K
Event2026-06-30
Filed2026-07-15
ANET
ARISTA NETWORKS INC
0.17%
Shares1.7K
Event2026-06-30
Filed2026-07-15
IBMQ
ISHARES TR
-23.03%
Shares11.3K
Event2026-06-30
Filed2026-07-15
IBMP
ISHARES TR
-21.54%
Shares11.4K
Event2026-06-30
Filed2026-07-15
CCL
CARNIVAL CORP LTD
New
Shares10.1K
Event2026-06-30
Filed2026-07-15
CRC
CALIFORNIA RES CORP
New
Shares5.4K
Event2026-06-30
Filed2026-07-15
SNDK
SANDISK CORP
New
Shares126
Event2026-06-30
Filed2026-07-15
ITW
ILLINOIS TOOL WKS INC
2.23%
Shares1.1K
Event2026-06-30
Filed2026-07-15
IRDM
IRIDIUM COMMUNICATIONS INC
New
Shares5.2K
Event2026-06-30
Filed2026-07-15
UCTT
ULTRA CLEAN HLDGS INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-15
VG
VENTURE GLOBAL INC
New
Shares25.2K
Event2026-06-30
Filed2026-07-15
FVD
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.8K
Event2026-06-30
Filed2026-07-15
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares532
Event2026-06-30
Filed2026-07-15
PSX
PHILLIPS 66
-1.75%
Shares1.6K
Event2026-06-30
Filed2026-07-15
AHH
AH RLTY TR INC
-14.14%
Shares38.7K
Event2026-06-30
Filed2026-07-15
ECG
EVERUS CONSTR GROUP
New
Shares1.6K
Event2026-06-30
Filed2026-07-15
FAST
FASTENAL CO
-4.65%
Shares5.6K
Event2026-06-30
Filed2026-07-15
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-15
IBOC
INTERNATIONAL BANCSHARES COR
-3.51%
Shares3.5K
Event2026-06-30
Filed2026-07-15
DE
DEERE & CO
New
Shares418
Event2026-06-30
Filed2026-07-15
DUK
DUKE ENERGY CORP NEW
5.30%
Shares2.1K
Event2026-06-30
Filed2026-07-15
BUFZ
FIRST TR EXCHNG TRADED FD VI
New
Shares9.4K
Event2026-06-30
Filed2026-07-15
FSBC
FIVE STAR BANCORP
New
Shares5.4K
Event2026-06-30
Filed2026-07-15
NVO
NOVO-NORDISK A S
New
Shares5.4K
Event2026-06-30
Filed2026-07-15
FE
FIRSTENERGY CORP
5.20%
Shares5.4K
Event2026-06-30
Filed2026-07-15
MOG.A
MOOG INC
-29.58%
Shares607
Event2026-06-30
Filed2026-07-15
TMO
THERMO FISHER SCIENTIFIC INC
7.37%
Shares510
Event2026-06-30
Filed2026-07-15
ROL
ROLLINS INC
17.26%
Shares6.1K
Event2026-06-30
Filed2026-07-15
ARI
APOLLO COML REAL ESTATE FIN
New
Shares23.7K
Event2026-06-30
Filed2026-07-15
EFV
ISHARES TR
1.17%
Shares3.3K
Event2026-06-30
Filed2026-07-15
FIW
FIRST TR EXCHANGE-TRADED FD
-2.37%
Shares2.3K
Event2026-06-30
Filed2026-07-15
IBTH
ISHARES TR
New
Shares11.2K
Event2026-06-30
Filed2026-07-15
IBTI
ISHARES TR
New
Shares11.2K
Event2026-06-30
Filed2026-07-15
EFG
ISHARES TR
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-15
ESGU
ISHARES TR
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-15
USMV
ISHARES TR
1.39%
Shares2.6K
Event2026-06-30
Filed2026-07-15
ADOBE INC
ADOBE INC
24.20%
Shares1.2K
Event2026-06-30
Filed2026-07-15
MSCI
MSCI INC
14.03%
Shares439
Event2026-06-30
Filed2026-07-15
SOUTHERN CO
SOUTHERN CO
5.68%
Shares2.6K
Event2026-06-30
Filed2026-07-15
FHLC
FIDELITY COVINGTON TRUST
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-15
ISHARES TR
ISHARES TR
3.94%
Shares2.5K
Event2026-06-30
Filed2026-07-15
DELL
DELL TECHNOLOGIES INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-15
SITM
SITIME CORP
New
Shares322
Event2026-06-30
Filed2026-07-15
SHOP
SHOPIFY INC
13.97%
Shares2.1K
Event2026-06-30
Filed2026-07-15
SMH
VANECK ETF TRUST
New
Shares363
Event2026-06-30
Filed2026-07-15
HTB
HOMETRUST BANCSHARES INC
New
Shares4.7K
Event2026-06-30
Filed2026-07-15
ORLY
OREILLY AUTOMOTIVE INC
New
Shares2.6K
Event2026-06-30
Filed2026-07-15
ISRG
INTUITIVE SURGICAL INC
-6.97%
Shares587
Event2026-06-30
Filed2026-07-15
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares603
Event2026-06-30
Filed2026-07-15
KMI
KINDER MORGAN INC DEL
0.80%
Shares7.2K
Event2026-06-30
Filed2026-07-15
SYK
STRYKER CORPORATION
New
Shares727
Event2026-06-30
Filed2026-07-15
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares457
Event2026-06-30
Filed2026-07-15
ADI
ANALOG DEVICES INC
New
Shares565
Event2026-06-30
Filed2026-07-15
IEMG
ISHARES INC
New
Shares2.7K
Event2026-06-30
Filed2026-07-15
VRSK
VERISK ANALYTICS INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-15
VIRT
VIRTU FINL INC
New
Shares3.8K
Event2026-06-30
Filed2026-07-15
CL
COLGATE PALMOLIVE CO
New
Shares2.4K
Event2026-06-30
Filed2026-07-15
TJX
TJX COS INC NEW
3.31%
Shares1.5K
Event2026-06-30
Filed2026-07-15
MCK
MCKESSON CORP
10.98%
Shares293
Event2026-06-30
Filed2026-07-15
PGC
PEAPACK-GLADSTONE FINL CORP
New
Shares4.7K
Event2026-06-30
Filed2026-07-15
BSCS
INVESCO EXCH TRD SLF IDX FD
New
Shares10.8K
Event2026-06-30
Filed2026-07-15
BSCT
INVESCO EXCH TRD SLF IDX FD
11.10%
Shares11.9K
Event2026-06-30
Filed2026-07-15
FLMB
FRANKLIN TEMPLETON ETF TR
-57.97%
Shares9.1K
Event2026-06-30
Filed2026-07-15
XLP
SELECT SECTOR SPDR TR
-5.44%
Shares2.6K
Event2026-06-30
Filed2026-07-15
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
New
Shares2.2K
Event2026-06-30
Filed2026-07-15
BSCU
INVESCO EXCH TRD SLF IDX FD
11.35%
Shares13.0K
Event2026-06-30
Filed2026-07-15
IAU
ISHARES GOLD TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-15
PSI
INVESCO EXCHANGE TRADED FD T
New
Shares1.1K
Event2026-06-30
Filed2026-07-15
FTEC
FIDELITY COVINGTON TRUST
New
Shares744
Event2026-06-30
Filed2026-07-15
ADP
AUTOMATIC DATA PROCESSING IN
-21.97%
Shares941
Event2026-06-30
Filed2026-07-15
OSPN
ONESPAN INC
10.76%
Shares14.7K
Event2026-06-30
Filed2026-07-15
COF
CAPITAL ONE FINL CORP
New
Shares1.0K
Event2026-06-30
Filed2026-07-15
GJUN
FIRST TR EXCHNG TRADED FD VI
New
Shares5.1K
Event2026-06-30
Filed2026-07-15
SLV
ISHARES SILVER TR
2.30%
Shares3.9K
Event2026-06-30
Filed2026-07-15
UAL
UNITED AIRLS HLDGS INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-15
IJS
ISHARES TR
New
Shares1.5K
Event2026-06-30
Filed2026-07-15
VXF
VANGUARD INDEX FDS
New
Shares843
Event2026-06-30
Filed2026-07-15
BLK
BLACKROCK INC
New
Shares215
Event2026-06-30
Filed2026-07-15
EGP
EASTGROUP PPTYS INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-15
ADM
ARCHER DANIELS MIDLAND CO
-17.90%
Shares2.7K
Event2026-06-30
Filed2026-07-15
AXON
AXON ENTERPRISE INC
-24.42%
Shares359
Event2026-06-30
Filed2026-07-15
NTLA
INTELLIA THERAPEUTICS INC
New
Shares11.3K
Event2026-06-30
Filed2026-07-15
TFSL
TFS FINL CORP
-4.43%
Shares10.4K
Event2026-06-30
Filed2026-07-15
HBAN
HUNTINGTON BANCSHARES INC
-1.80%
Shares10.3K
Event2026-06-30
Filed2026-07-15
CNNE
CANNAE HLDGS INC
-2.86%
Shares12.3K
Event2026-06-30
Filed2026-07-15
F
FORD MTR CO
-15.21%
Shares12.3K
Event2026-06-30
Filed2026-07-15
PPT
PUTNAM PREMIER INCOME TR
0.00%
Shares40.2K
Event2026-06-30
Filed2026-07-15
MOMO
HELLO GROUP INC
New
Shares23.0K
Event2026-06-30
Filed2026-07-15
EXPI
AGNT INC
28.82%
Shares24.0K
Event2026-06-30
Filed2026-07-15
COMP
COMPASS INC
New
Shares10.3K
Event2026-06-30
Filed2026-07-15
MMT
ABERDEEN MULTI-MARKET INCOME
0.00%
Shares26.1K
Event2026-06-30
Filed2026-07-15
BRSP
BRIGHTSPIRE CAPITAL INC
New
Shares21.1K
Event2026-06-30
Filed2026-07-15
DV
DOUBLEVERIFY HLDGS INC
New
Shares10.4K
Event2026-06-30
Filed2026-07-15
HCKT
HACKETT GROUP INC
New
Shares10.2K
Event2026-06-30
Filed2026-07-15
PAYO
PAYONEER GLOBAL INC
-39.24%
Shares15.2K
Event2026-06-30
Filed2026-07-15
RNW
RENEW ENERGY GLOBAL PLC
New
Shares17.3K
Event2026-06-30
Filed2026-07-15
NAVI
NAVIENT CORPORATION
New
Shares11.8K
Event2026-06-30
Filed2026-07-15
BLMN
BLOOMIN BRANDS INC
-28.60%
Shares10.7K
Event2026-06-30
Filed2026-07-15
HDSN
HUDSON TECHNOLOGIES INC
New
Shares16.7K
Event2026-06-30
Filed2026-07-15
SATELLOGIC INC
SATELLOGIC INC
0.00%
Shares15.0K
Event2026-06-30
Filed2026-07-15
SRTA
STRATA CRITICAL MEDICAL INC
New
Shares15.8K
Event2026-06-30
Filed2026-07-15
MFM
ABERDEEN MUN INCOME FD
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-15
VRRM
VERRA MOBILITY CORP
New
Shares11.4K
Event2026-06-30
Filed2026-07-15
MIN
MFS INTER INCOME TR
0.00%
Shares12.0K
Event2026-06-30
Filed2026-07-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Commonwealth Financial Services, LLC Institutional Holdings, Portfolio & P&L — TradeFomo