Commonwealth Retirement Investments LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$263.0M
Holdings
110
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC COM | $18.0M |
MSFTMICROSOFT CORP COM | $12.9M |
JPMJPMORGAN CHASE & CO. COM | $10.5M |
ABBVABBVIE INC COM | $9.7M |
XOMEXXON MOBIL CORP COM | $8.1M |
HDHOME DEPOT INC COM | $8.0M |
CVXCHEVRON CORP NEW COM | $7.5M |
PEPPEPSICO INC COM | $7.0M |
MRKMERCK & CO INC COM | $7.0M |
BNDVANGUARD TOTAL BOND MARKET ETF | $6.9M |
MOALTRIA GROUP INC COM | $6.5M |
JNJJOHNSON & JOHNSON COM | $6.1M |
LMTLOCKHEED MARTIN CORP COM | $5.9M |
VVISA INC COM CL A | $5.5M |
IVVISHARES CORE S&P 500 ETF | $5.3M |
UPSUNITED PARCEL SERVICE INC CL B | $4.7M |
CSCOCISCO SYS INC COM | $4.1M |
LRCXLAM RESEARCH CORP COM NEW | $3.6M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $3.6M |
MAMASTERCARD INCORPORATED CL A | $3.5M |
EFVISHARES MSCI EAFE VALUE ETF | $3.3M |
IVWISHARES S&P 500 GROWTH ETF | $3.3M |
UNHUNITEDHEALTH GROUP INC COM | $3.2M |
PULSPGIM ULTRA SHORT BOND ETF | $3.1M |
AMATAPPLIED MATLS INC COM | $3.1M |
AMGNAMGEN INC COM | $2.9M |
DYNFBLACKROCK U.S. EQUITY FACTOR ROTATION ETF | $2.8M |
IVEISHARES S&P 500 VALUE ETF | $2.8M |
TROWPRICE T ROWE GROUP INC COM | $2.8M |
ABTABBOTT LABS COM | $2.8M |
BMYBRISTOL-MYERS SQUIBB CO COM | $2.7M |
TSCOTRACTOR SUPPLY CO COM | $2.7M |
LENLENNAR CORP CL A | $2.6M |
ALSALLSTATE CORP COM | $2.6M |
AAPLAPPLE INC COM | $2.5M |
PGPROCTER AND GAMBLE CO COM | $2.5M |
COSTCOSTCO WHSL CORP NEW COM | $2.4M |
TJXTJX COS INC NEW COM | $2.4M |
METMETLIFE INC COM | $2.1M |
MTBM & T BK CORP COM | $2.1M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $2.1M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.0M |
FASTFASTENAL CO COM | $1.9M |
KMBKIMBERLY-CLARK CORP COM | $1.8M |
BBYBEST BUY INC COM | $1.8M |
PAYXPAYCHEX INC COM | $1.7M |
PRUPRUDENTIAL FINL INC COM | $1.7M |
HSYHERSHEY CO COM | $1.6M |
DRIDARDEN RESTAURANTS INC COM | $1.5M |
EFGISHARES MSCI EAFE GROWTH ETF | $1.4M |
CFCF INDS HLDGS INC COM | $1.4M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $1.4M |
WMWASTE MGMT INC DEL COM | $1.4M |
7HPHP INC COM | $1.3M |
MCHPMICROCHIP TECHNOLOGY INC. COM | $1.3M |
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $1.3M |
OEFISHARES S&P 100 ETF | $1.3M |
NEMNEWMONT CORP COM | $1.3M |
MDLZMONDELEZ INTL INC CL A | $1.3M |
COPCONOCOPHILLIPS COM | $1.3M |
RFREGIONS FINANCIAL CORP NEW COM | $1.2M |
EOGEOG RES INC COM | $1.2M |
AFLAFLAC INC COM | $1.1M |
DYHTARGET CORP COM | $1.1M |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $1.1M |
CITCINTAS CORP COM | $1.1M |
TRVTRAVELERS COMPANIES INC COM | $1.1M |
GISGENERAL MLS INC COM | $1.1M |
KLACKLA CORP COM NEW | $1.0M |
BKBANK NEW YORK MELLON CORP COM | $1.0M |
IYWISHARES U.S. TECHNOLOGY ETF | $964K |
PUSHPGIM ULTRA SHORT MUNICIPAL BOND ETF | $954K |
AMZNAMAZON COM INC COM | $939K |
TFCTRUIST FINL CORP COM | $913K |
ABGCENCORA INC COM | $895K |
PFEPFIZER INC COM | $884K |
ADIANALOG DEVICES INC COM | $822K |
WMTWALMART INC COM | $809K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $749K |
IBMINTERNATIONAL BUSINESS MACHS COM | $740K |
UNPUNION PAC CORP COM | $720K |
SPYSPDR S&P 500 ETF TRUST | $720K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $711K |
CMECME GROUP INC COM | $701K |
PNCPNC FINL SVCS GROUP INC COM | $613K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $602K |
SCHWSCHWAB CHARLES CORP COM | $571K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $568K |
METAMETA PLATFORMS INC CL A | $528K |
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $515K |
TXNTEXAS INSTRS INC COM | $507K |
LHXL3HARRIS TECHNOLOGIES INC COM | $490K |
DDOMINION ENERGY INC COM | $479K |
GQ9SPDR GOLD SHARES | $457K |
FISFIDELITY NATL INFORMATION SVCS COM | $448K |
TTTRANE TECHNOLOGIES PLC SHS | $447K |
NSCNORFOLK SOUTHN CORP COM | $424K |
NDQINVESCO QQQ TRUST SERIES I | $390K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $378K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $365K |
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