Commonwealth Retirement Investments LLC
CIK: 0001963787SEC EDGAR →
Portfolio Value
$310.6M
Holdings
434
As of
Q4 2025
New Positions
434
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC COM | 63,553 | $22.0M | 7.08% |
| 2 | MICROSOFT CORP COM | 26,623 | $12.9M | 4.14% |
| 3 | ABBVIE INC COM | 52,092 | $11.9M | 3.83% |
| 4 | JPMORGAN CHASE & CO COM | 36,503 | $11.8M | 3.79% |
| 5 | MERCK & CO INC COM | 92,000 | $9.7M | 3.12% |
| 6 | EXXON MOBIL CORP COM | 77,053 | $9.3M | 2.98% |
| 7 | JOHNSON & JOHNSON COM | 40,062 | $8.3M | 2.67% |
| 8 | VANGUARD TOTAL BOND MARKET ETF | 107,099 | $7.9M | 2.55% |
| 9 | HOME DEPOT INC COM | 22,931 | $7.9M | 2.54% |
| 10 | PEPSICO INC COM | 54,386 | $7.8M | 2.51% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (434)
$22.0M · 64K shares
$12.9M · 27K shares
$11.9M · 52K shares
$11.8M · 37K shares
$9.7M · 92K shares
$9.3M · 77K shares
$8.3M · 40K shares
$7.9M · 107K shares
$7.9M · 23K shares
$7.8M · 54K shares
$7.6M · 16K shares
$7.1M · 47K shares
$6.6M · 115K shares
$6.2M · 9K shares
$6.2M · 18K shares
$5.6M · 32K shares
$4.5M · 17K shares
$4.4M · 89K shares
$4.4M · 21K shares
$4.3M · 56K shares
$4.2M · 69K shares
$4.1M · 7K shares
$4.1M · 41K shares
$3.9M · 32K shares
$3.7M · 55K shares
$3.7M · 68K shares
$3.7M · 11K shares
$3.3M · 12K shares
$3.3M · 21K shares
$3.3M · 32K shares
$3.1M · 15K shares
$3.1M · 9K shares
$2.9M · 9K shares
$2.9M · 40K shares
$2.8M · 56K shares
$2.7M · 21K shares
$2.6M · 25K shares
$2.4M · 16K shares
$2.2M · 11K shares
$2.2M · 22K shares
$2.1M · 27K shares
$2.0M · 2K shares
$1.9M · 8K shares
$1.9M · 16K shares
$1.8M · 46K shares
$1.8M · 9K shares
$1.8M · 27K shares
$1.8M · 10K shares
$1.7M · 45K shares
$1.6M · 6K shares
$1.5M · 56K shares
$1.5M · 45K shares
$1.5M · 16K shares
$1.4M · 16K shares
$1.4M · 12K shares
$1.4M · 7K shares
$1.4M · 5K shares
$1.4M · 21K shares
$1.3M · 12K shares
$1.3M · 6K shares
$1.3M · 13K shares
$1.3M · 16K shares
$1.2M · 1K shares
$1.2M · 11K shares
$1.2M · 11K shares
$1.1M · 11K shares
$1.1M · 24K shares
$1.1M · 24K shares
$1.1M · 21K shares
$1.1M · 49K shares
$1.1M · 6K shares
$1.0M · 4K shares
$1.0M · 5K shares
$1.0M · 3K shares
$954K · 19K shares
$942K · 19K shares
$936K · 3K shares
$935K · 8K shares
$811K · 11K shares
$794K · 1K shares
$792K · 2K shares
$711K · 11K shares
$687K · 12K shares
$680K · 2K shares
$670K · 24K shares
$580K · 2K shares
$577K · 2K shares
$572K · 1K shares
$560K · 3K shares
$553K · 1K shares
$535K · 4K shares
$521K · 6K shares
$502K · 5K shares
$501K · 10K shares
$484K · 3K shares
$443K · 2K shares
$434K · 707 shares
$423K · 1K shares
$394K · 7K shares
$380K · 2K shares
$337K · 5K shares
$337K · 2K shares
$337K · 4K shares
$320K · 10K shares
$317K · 800 shares
$314K · 293 shares
$314K · 4K shares
$302K · 4K shares
$297K · 4K shares
$294K · 4K shares
$294K · 2K shares
$288K · 6K shares
$266K · 2K shares
$258K · 538 shares
$257K · 2K shares
$250K · 4K shares
$248K · 10K shares
$245K · 1K shares
$244K · 3K shares
$238K · 2K shares
$235K · 1K shares
$231K · 3K shares
$209K · 2K shares
$196K · 2K shares
$188K · 8K shares
$186K · 595 shares
$177K · 3K shares
$161K · 668 shares
$160K · 242 shares
$155K · 488 shares
$154K · 810 shares
$150K · 309 shares
$146K · 417 shares
$143K · 1K shares
$142K · 6K shares
$129K · 3K shares
$120K · 3K shares
$118K · 388 shares
$117K · 605 shares
$112K · 1K shares
$108K · 278 shares
$108K · 701 shares
$107K · 552 shares
$107K · 1K shares
$103K · 373 shares
$103K · 1K shares
$103K · 3K shares
$96K · 2K shares
$95K · 842 shares
$94K · 391 shares
$91K · 1K shares
$87K · 236 shares
$86K · 106 shares
$85K · 1K shares
$84K · 400 shares
$83K · 185 shares
$82K · 6K shares
$81K · 142 shares
$77K · 2K shares
$77K · 36 shares
$76K · 518 shares
$73K · 772 shares
$72K · 233 shares
$71K · 897 shares
$71K · 902 shares
$69K · 198 shares
$69K · 665 shares
$64K · 234 shares
$60K · 303 shares
$60K · 266 shares
$59K · 1K shares
$59K · 367 shares
$57K · 444 shares
$57K · 186 shares
$56K · 347 shares
$55K · 833 shares
$54K · 263 shares
$51K · 634 shares
$49K · 175 shares
$45K · 1K shares
$45K · 1K shares
$45K · 608 shares
$44K · 132 shares
$44K · 966 shares
$44K · 142 shares
$43K · 340 shares
$42K · 403 shares
$42K · 1K shares
$41K · 431 shares
$41K · 280 shares
$40K · 508 shares
$40K · 490 shares
$39K · 175 shares
$39K · 429 shares
$38K · 1K shares
$38K · 200 shares
$37K · 293 shares
$37K · 175 shares
$35K · 1K shares
$35K · 170 shares
$35K · 300 shares
$34K · 375 shares
$33K · 415 shares
$33K · 833 shares
$33K · 360 shares
$32K · 850 shares
$31K · 187 shares
$31K · 105 shares
$31K · 242 shares
$30K · 46 shares
$30K · 500 shares
$29K · 255 shares
$29K · 900 shares
$29K · 5K shares
$28K · 178 shares
$27K · 600 shares
$27K · 1K shares
$27K · 508 shares
$26K · 467 shares
$26K · 100 shares
$26K · 144 shares
$26K · 195 shares
$25K · 1K shares
$25K · 400 shares
$25K · 94 shares
$25K · 200 shares
$24K · 937 shares
$24K · 28 shares
$24K · 39 shares
$24K · 421 shares
$24K · 100 shares
$23K · 22 shares
$23K · 200 shares
$22K · 309 shares
$22K · 171 shares
$22K · 254 shares
$22K · 40 shares
$22K · 48 shares
$22K · 50 shares
$22K · 218 shares
$22K · 742 shares
$21K · 1K shares
$21K · 100 shares
$21K · 100 shares
$21K · 70 shares
$20K · 100 shares
$20K · 233 shares
$20K · 311 shares
$19K · 150 shares
$19K · 1K shares
$19K · 2K shares
$19K · 4K shares
$18K · 109 shares
$18K · 139 shares
$18K · 117 shares
$17K · 250 shares
$17K · 152 shares
$17K · 50 shares
$17K · 500 shares
$17K · 100 shares
$17K · 84 shares
$16K · 185 shares
$16K · 722 shares
$16K · 164 shares
$16K · 150 shares
$16K · 91 shares
$16K · 158 shares
$16K · 228 shares
$16K · 247 shares
$16K · 67 shares
$15K · 88 shares
$15K · 100 shares
$15K · 44 shares
$15K · 48 shares
$15K · 174 shares
$15K · 2K shares
$15K · 50 shares
$14K · 274 shares
$14K · 131 shares
$14K · 175 shares
$14K · 350 shares
$14K · 50 shares
$14K · 2K shares
$14K · 1K shares
$14K · 6K shares
$14K · 825 shares
$14K · 43 shares
$14K · 100 shares
$14K · 200 shares
$13K · 200 shares
$13K · 45 shares
$13K · 379 shares
$13K · 94 shares
$13K · 300 shares
$12K · 14 shares
$12K · 92 shares
$12K · 110 shares
$12K · 21 shares
$12K · 308 shares
$12K · 61 shares
$12K · 200 shares
$12K · 38 shares
$12K · 288 shares
$12K · 143 shares
$12K · 147 shares
$12K · 100 shares
$11K · 297 shares
$11K · 100 shares
$11K · 238 shares
$11K · 300 shares
$11K · 500 shares
$10K · 100 shares
$10K · 50 shares
$10K · 200 shares
$10K · 300 shares
$10K · 132 shares
$10K · 50 shares
$10K · 229 shares
$9K · 250 shares
$9K · 70 shares
$9K · 100 shares
$9K · 800 shares
$9K · 400 shares
$9K · 323 shares
$9K · 96 shares
$9K · 50 shares
$8K · 54 shares
$8K · 79 shares
$8K · 101 shares
$8K · 116 shares
$8K · 122 shares
$8K · 94 shares
$8K · 100 shares
$8K · 100 shares
$8K · 45 shares
$8K · 44 shares
$7K · 200 shares
$7K · 100 shares
$7K · 76 shares
$7K · 36 shares
$7K · 40 shares
$7K · 81 shares
$7K · 137 shares
$7K · 195 shares
$7K · 50 shares
$7K · 29 shares
$6K · 17 shares
$6K · 131 shares
$6K · 93 shares
$6K · 106 shares
$6K · 100 shares
$6K · 80 shares
$6K · 162 shares
$6K · 23 shares
$6K · 50 shares
$6K · 20 shares
$5K · 63 shares
$5K · 35 shares
$5K · 132 shares
$5K · 8 shares
$5K · 135 shares
$5K · 32 shares
$4K · 31 shares
$4K · 17 shares
$4K · 11 shares
$4K · 135 shares
$4K · 101 shares
$4K · 150 shares
$4K · 20 shares
$4K · 63 shares
$4K · 68 shares
$3K · 329 shares
$3K · 301 shares
$3K · 60 shares
$3K · 100 shares
$3K · 64 shares
$3K · 618 shares
$3K · 73 shares
$3K · 13 shares
$2K · 56 shares
$2K · 14 shares
$2K · 2K shares
$2K · 10 shares
$2K · 67 shares
$2K · 32 shares
$2K · 37 shares
$2K · 37 shares
$2K · 100 shares
$2K · 100 shares
$2K · 32 shares
$2K · 327 shares
$2K · 20 shares
$2K · 50 shares
$2K · 50 shares
$2K · 200 shares
$2K · 503 shares
$2K · 45 shares
$2K · 15 shares
$1K · 16 shares
$1K · 9 shares
$1K · 118 shares
$1K · 14 shares
$1K · 8 shares
$1K · 25 shares
$1K · 14 shares
$1K · 12 shares
$1K · 28 shares
$1K · 8 shares
$0 · 40 shares
$0 · 1 shares
$0 · 1 shares
$0 · 0 shares
$0 · 30 shares
$0 · 1 shares
$0 · 17 shares
$0 · 11 shares
$0 · 10 shares
$0 · 1 shares
$0 · 9 shares
$0 · 14 shares
$0 · 1 shares
$0 · 9 shares
$0 · 1 shares
$0 · 7 shares
$0 · 66 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 12 shares
$0 · 5 shares
$0 · 3 shares
$0 · 50 shares
$0 · 0 shares
$0 · 26 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 159 | $101.5M | 32.7% |
| Technology | 55 | $58.8M | 18.9% |
| Healthcare | 39 | $44.1M | 14.2% |
| Consumer Defensive | 17 | $25.1M | 8.1% |
| Consumer Cyclical | 28 | $22.3M | 7.2% |
| Industrials | 41 | $21.1M | 6.8% |
| Energy | 22 | $19.7M | 6.3% |
| Unknown | 25 | $11.8M | 3.8% |
| Basic Materials | 19 | $3.8M | 1.2% |
| Utilities | 9 | $1.2M | 0.4% |
| Communication Services | 9 | $930K | 0.3% |
| Real Estate | 11 | $194K | 0.1% |