Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $243 Billion
  • Q4 2024

Commonwealth Retirement Investments LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $20.5B, Jpmorgan Chase & CO with a value of $11.8B, Microsoft Corp with a value of $10.8B, Abb Vie Inc. with a value of $8.69B, and Ishares Core S&P 500 ETF with a value of $8.55B.

Examining the 13F form we can see an increase of $4.34B in the current position value, from $238B to 243B.

Commonwealth Retirement Investments LLC is based out at Richmond, VA

Below you can find more details about Commonwealth Retirement Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
Technology: $53.1 Billion
ETFs: $44.3 Billion
Financial Services: $37.2 Billion
Healthcare: $31.6 Billion
Consumer Defensive: $23.6 Billion
Industrials: $18.8 Billion
Consumer Cyclical: $15 Billion
Energy: $13.8 Billion
Other: $2.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.1B
$20.5 Billion 8.44% of portfolio
88,356
Q4 2024 Reduced 6.05%
$786B
$11.8 Billion 4.85% of portfolio
49,086
Q4 2024 Reduced 0.32%
$3.07T
$10.8 Billion 4.46% of portfolio
25,689
Q4 2024 Added 2.72%
$336B
$8.69 Billion 3.58% of portfolio
48,889
Q4 2024 Added 2.83%
$0
$8.55 Billion 3.52% of portfolio
14,519
Q4 2024 Reduced 8.84%
$458B
$8.18 Billion 3.37% of portfolio
76,067
Q4 2024 Added 1.78%
$252B
$7.06 Billion 2.91% of portfolio
119,182
Q4 2024 Reduced 0.03%
$421B
$7.07 Billion 2.91% of portfolio
18,181
Q4 2024 Reduced 0.48%
$401B
$6.77 Billion 2.79% of portfolio
46,841
Q4 2024 Reduced 4.21%
$0
$6.22 Billion 2.56% of portfolio
86,564
Q4 2024 Added 8.35%
$94.3B
$6.16 Billion 2.54% of portfolio
117,809
Q4 2024 Reduced 0.49%
$300B
$5.45 Billion 2.24% of portfolio
37,608
Q4 2024 Reduced 23.04%
$510B
$5.29 Billion 2.18% of portfolio
10,463
Q4 2024 Added 1.63%
$398B
$4.92 Billion 2.03% of portfolio
29,361
Q4 2024 Added 2.41%
$119B
$4.66 Billion 1.92% of portfolio
9,589
Q4 2024 Reduced 0.27%
$452B
$4.65 Billion 1.92% of portfolio
5,078
Q4 2024 Reduced 0.24%
$81.5B
$3.58 Billion 1.48% of portfolio
28,420
Q4 2024 Reduced 7.85%
$237B
$3.59 Billion 1.48% of portfolio
16,317
Q4 2024 Added 2.87%
$62.9B
$3.38 Billion 1.39% of portfolio
77,986
Q4 2024 Reduced 0.41%
$0
$3.21 Billion 1.32% of portfolio
31,571
Q4 2024 Added 1.5%
$564B
$2.99 Billion 1.23% of portfolio
9,456
Q4 2024 Added 2.3%
$3.74T
$2.97 Billion 1.22% of portfolio
11,861
Q4 2024 Added 2.95%
$80.4B
$2.92 Billion 1.2% of portfolio
15,135
Q4 2024 Added 0.21%
$177B
$2.86 Billion 1.18% of portfolio
15,266
Q4 2024 Added 1.64%
$0
$2.85 Billion 1.17% of portfolio
15,988
Q4 2024 Added 4.18%
$67.5B
$2.75 Billion 1.13% of portfolio
33,598
Q4 2024 Added 1.1%
$126B
$2.63 Billion 1.08% of portfolio
46,520
Q4 2024 Added 2.27%
$0
$2.59 Billion 1.07% of portfolio
50,533
Q4 2024 Added 2.06%
$34.2B
$2.55 Billion 1.05% of portfolio
13,549
Q4 2024 Reduced 1.14%
$230B
$2.53 Billion 1.04% of portfolio
25,462
Q4 2024 Reduced 1.46%
$150B
$2.53 Billion 1.04% of portfolio
11,103
Q4 2024 Added 2.94%
$87.2B
$2.49 Billion 1.03% of portfolio
10,724
Q4 2024 Added 2.73%
$149B
$2.38 Billion 0.98% of portfolio
32,191
Q4 2024 Added 13.99%
$19.1B
$2.3 Billion 0.95% of portfolio
26,833
Q4 2024 Reduced 0.29%
$123B
$2.26 Billion 0.93% of portfolio
24,497
Q4 2024 Reduced 0.05%
$0
$2.23 Billion 0.92% of portfolio
23,025
Q4 2024 Added 14.07%
$0
$2.2 Billion 0.9% of portfolio
41,857
Q4 2024 Added 17.81%
$0
$2.05 Billion 0.84% of portfolio
23,887
Q4 2024 New
$43.6B
$1.85 Billion 0.76% of portfolio
14,121
Q4 2024 Added 1.43%
$0
$1.82 Billion 0.75% of portfolio
66,731
Q4 2024 Added 167.69%
$155B
$1.79 Billion 0.74% of portfolio
6,860
Q4 2024 Added 1.0%
$43.9B
$1.7 Billion 0.7% of portfolio
14,370
Q4 2024 Added 1.55%
$533B
$1.68 Billion 0.69% of portfolio
3,193
Q4 2024 Added 1.72%
$53.9B
$1.68 Billion 0.69% of portfolio
11,965
Q4 2024 Added 1.3%
$41.9B
$1.61 Billion 0.67% of portfolio
22,457
Q4 2024 Added 1.0%
$33.1B
$1.64 Billion 0.67% of portfolio
50,193
Q4 2024 Reduced 0.36%
Lam Research Corp Com New
-
$1.58 Billion 0.65% of portfolio
-
Q4 2024 Added 953.73%
$40.3B
$1.53 Billion 0.63% of portfolio
7,277
Q4 2024 Added 2.13%
$0
$1.49 Billion 0.62% of portfolio
7,830
Q4 2024 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $243 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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