Commonwealth Retirement Investments LLC Purchases in Q3 2025

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
108
+ 0.74%
$194.44 - $206.51 $21K - $22.3K
14.6K $3.02B
PFG
Principal Financial Group Inc

Financial Services
1.42K
+ 10.1%
$75.53 - $82.95 $107K - $117K
15.4K $1.28B
ADP
Automatic Data Processing Inc

Industrials
846
+ 13.17%
$288.69 - $310.94 $244K - $263K
7.27K $2.13B
Ishares Bitcoin Trust ETF
2K
+ 50.0%
N/A
6K $390M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
333
+ 10.68%
$236.25 - $257.69 $78.7K - $85.8K
3.45K $885M
MET
Metlife Inc

Financial Services
439
+ 1.66%
$73.82 - $82.37 $32.4K - $36.2K
26.8K $2.21B
MTB
M&T Bank Corp

Financial Services
195
+ 1.81%
$183.74 - $204.05 $35.8K - $39.8K
10.9K $2.16B
GIS
General Mills Inc

Consumer Defensive
2K
+ 9.55%
$48.44 - $53.83 $96.8K - $108K
22.9K $1.16B
META
Meta Platforms, Inc.

Communication Services
94
+ 13.15%
$695.21 - $791.73 $65.3K - $74.4K
809 $594M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.14K
+ 7.33%
$80.91 - $98.75 $91.9K - $112K
16.6K $1.49B
CTAS
Cintas Corp

Industrials
684
+ 13.73%
$199.29 - $226.27 $136K - $155K
5.67K $1.16B
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.04%
$94.4 - $104.27 $283 - $313
8.28K $853M
TGT
Target Corp

Consumer Defensive
1.45K
+ 12.52%
$86.56 - $107.43 $125K - $156K
13K $1.17B
KMB
Kimberly Clark Corp

Consumer Defensive
670
+ 4.8%
$121.72 - $136.77 $81.6K - $91.6K
14.6K $1.82B
PRU
Prudential Financial Inc

Financial Services
707
+ 4.56%
$100.68 - $109.89 $71.2K - $77.7K
16.2K $1.68B
MCHP
Microchip Technology Inc

Technology
1.7K
+ 8.98%
$60.95 - $75.26 $103K - $128K
20.6K $1.32B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.29K
+ 6.76%
$60.9 - $70.75 $78.7K - $91.4K
20.4K $1.27B
IBM
International Business Machines Corp

Technology
49
+ 1.95%
$234.77 - $292.47 $11.5K - $14.3K
2.56K $722M
DRI
Darden Restaurants Inc

Consumer Cyclical
602
+ 8.89%
$184.73 - $220.27 $111K - $133K
7.37K $1.4B
PAYX
Paychex Inc

Industrials
828
+ 7.18%
$126.69 - $147.99 $105K - $123K
12.4K $1.57B
UPS
United Parcel Service Inc

Industrials
3.92K
+ 8.36%
$82.58 - $105.54 $324K - $414K
50.8K $4.24B
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 3
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