Commonwealth Retirement Investments LLC Incresed Positions in Q4 2024

Commonwealth Retirement Investments LLC

  • $243 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
19.6K
+ 206.74%
$49.51 - $49.79 $971K - $977K
29.1K $1.44B
SCHW
Schwab Charles Corp

Financial Services
3.95K
+ 13.99%
$63.31 - $82.85 $250K - $327K
32.2K $2.38B
V
Visa Inc.

Financial Services
213
+ 2.3%
$273.87 - $320.91 $58.3K - $68.4K
9.46K $2.99B
Ishares Bitcoin Trust ETF
2.5K
+ 22.73%
N/A
13.5K $716M
AAPL
Apple Inc.

Technology
340
+ 2.95%
$221.69 - $259.02 $75.4K - $88.1K
11.9K $2.97B
BMY
Bristol Myers Squibb CO

Healthcare
1.03K
+ 2.27%
$51.92 - $59.94 $53.6K - $61.9K
46.5K $2.63B
DRI
Darden Restaurants Inc

Consumer Cyclical
431
+ 6.34%
$155.96 - $188.66 $67.2K - $81.3K
7.23K $1.35B
IVW
Ishares S&P 500 Growth ETF

ETFs
467
+ 1.5%
$94.43 - $105.47 $44.1K - $49.3K
31.6K $3.21B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.67K
+ 8.35%
$71.75 - $75.11 $479K - $501K
86.6K $6.22B
CME
Cme Group Inc.

Financial Services
285
+ 2.73%
$221.17 - $246.02 $63K - $70.1K
10.7K $2.49B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.02K
+ 2.06%
$49.03 - $53.35 $49.9K - $54.3K
50.5K $2.59B
MA
Mastercard Inc

Financial Services
54
+ 1.72%
$491.3 - $536.15 $26.5K - $29K
3.19K $1.68B
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 0.21%
$178.39 - $215.0 $5.53K - $6.67K
15.1K $2.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
210
+ 50.12%
$481.22 - $538.17 $101K - $113K
629 $322M
ADP
Automatic Data Processing Inc

Industrials
85
+ 1.69%
$280.08 - $307.97 $23.8K - $26.2K
5.1K $1.49B
TJX
Tjx Companies Inc

Consumer Cyclical
527
+ 5.27%
$112.15 - $127.2 $59.1K - $67K
10.5K $1.27B
QUAL
Ishares Msci Usa Quality Facto

ETFs
641
+ 4.18%
$176.42 - $186.91 $113K - $120K
16K $2.85B
PAYX
Paychex Inc

Industrials
154
+ 1.3%
$135.86 - $148.73 $20.9K - $22.9K
12K $1.68B
IBM
International Business Machines Corp

Technology
456
+ 2.87%
$204.9 - $238.04 $93.4K - $109K
16.3K $3.59B
ALL
Allstate Corp

Financial Services
286
+ 4.92%
$181.25 - $208.2 $51.8K - $59.5K
6.1K $1.18B
MSFT
Microsoft Corp

Technology
681
+ 2.72%
$406.35 - $454.46 $277K - $309K
25.7K $10.8B
IYW
Ishares Dj Us Tech ETF

ETFs
10
+ 0.14%
$148.14 - $166.23 $1.48K - $1.66K
7.15K $1.14B
EFG
Msci Eafe Growth ETF

ETFs
2.84K
+ 14.07%
$96.83 - $106.88 $275K - $304K
23K $2.23B
CF
Cf Industries Holdings, Inc.

Basic Materials
642
+ 4.75%
$81.39 - $94.14 $52.3K - $60.4K
14.2K $1.21B
FAST
Fastenal CO

Industrials
222
+ 1.0%
$69.99 - $84.35 $15.5K - $18.7K
22.5K $1.61B
MET
Metlife Inc

Financial Services
367
+ 1.1%
$78.15 - $88.25 $28.7K - $32.4K
33.6K $2.75B
IFRA
Ishares Tr

ETFs
40
+ 0.67%
$45.94 - $51.71 $1.84K - $2.07K
6.04K $279M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.07%
$174.22 - $187.62 $174 - $188
1.54K $270M
PRU
Prudential Financial Inc

Financial Services
219
+ 1.55%
$114.59 - $129.52 $25.1K - $28.4K
14.4K $1.7B
TSCO
Tractor Supply CO

Consumer Cyclical
16.8K
+ 440.41%
$52.59 - $303.74 $882K - $5.09M
20.6K $1.09B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.24K
+ 6.87%
$55.45 - $61.08 $69K - $76K
19.4K $1.07B
IEMG
Ishares Inc

ETFs
365
+ 3.55%
N/A
10.6K $555M
PG
Procter & Gamble CO

Consumer Defensive
692
+ 2.41%
$161.05 - $179.7 $111K - $124K
29.4K $4.92B
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.17%
$189.5 - $206.17 $2.46K - $2.68K
7.83K $1.49B
Lam Research Corp Com New
19.8K
+ 953.73%
N/A
21.9K $1.58B
UNP
Union Pacific Corp

Industrials
317
+ 2.94%
$223.15 - $249.32 $70.7K - $79K
11.1K $2.53B
KMB
Kimberly Clark Corp

Consumer Defensive
199
+ 1.43%
$130.37 - $146.09 $25.9K - $29.1K
14.1K $1.85B
LHX
L3 Harris Technologies, Inc.

Industrials
152
+ 2.13%
$208.94 - $264.22 $31.8K - $40.2K
7.28K $1.53B
TXN
Texas Instruments Inc

Technology
246
+ 1.64%
N/A
15.3K $2.86B
AMAT
Applied Materials Inc

Technology
360
+ 4.26%
$161.44 - $213.89 $58.1K - $77K
8.81K $1.43B
LEN
Lennar Corp

Consumer Cyclical
295
+ 4.74%
$136.2 - $188.96 $40.2K - $55.7K
6.52K $889M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.8K
+ 167.69%
$26.93 - $84.95 $1.13M - $3.55M
66.7K $1.82B
PEP
Pepsico Inc

Consumer Defensive
833
+ 3.21%
$151.29 - $176.1 $126K - $147K
26.8K $4.08B
AMGN
Amgen Inc

Healthcare
68
+ 1.0%
$258.78 - $328.31 $17.6K - $22.3K
6.86K $1.79B
XOM
Exxon Mobil Corp

Energy
1.33K
+ 1.78%
$105.51 - $125.37 $141K - $167K
76.1K $8.18B
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 2.83%
$164.99 - $203.87 $222K - $274K
48.9K $8.69B
UNH
Unitedhealth Group Inc

Healthcare
168
+ 1.63%
$485.52 - $625.25 $81.6K - $105K
10.5K $5.29B
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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