Commonwealth Retirement Investments LLC Sells in Q3 2025

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-9.63K
- 74.9%
$106.99 - $114.46 $1.03M - $1.1M
3.23K $368M
EFV
Msci Eafe Value ETF

ETFs
-11K
- 20.97%
$62.79 - $68.42 $692K - $754K
41.5K $2.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.61K
- 18.33%
$182.33 - $194.5 $658K - $702K
16.1K $3.13B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.23K
- 17.36%
$26.38 - $27.95 $243K - $258K
43.9K $1.2B
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 1.8%
$915.95 - $994.57 $39.4K - $42.8K
2.35K $2.17B
PFE
Pfizer Inc

Healthcare
-9.2K
- 25.2%
$23.29 - $25.88 $214K - $238K
27.3K $695M
FIS
Fidelity National Information Services, Inc.

Technology
-855
- 15.55%
$63.37 - $82.35 $54.2K - $70.4K
4.64K $306M
UNH
Unitedhealth Group Inc

Healthcare
-1.39K
- 13.51%
$237.77 - $353.61 $330K - $491K
8.88K $3.07B
PG
Procter & Gamble CO

Consumer Defensive
-307
- 1.99%
$150.47 - $161.22 $46.2K - $49.5K
15.1K $2.32B
CSCO
Cisco Systems, Inc.

Technology
-1.1K
- 1.84%
$66.2 - $71.79 $72.8K - $79K
58.6K $4.01B
TXN
Texas Instruments Inc

Technology
-211
- 8.64%
N/A
2.23K $410M
UNP
Union Pacific Corp

Industrials
-493
- 15.75%
$214.91 - $237.16 $106K - $117K
2.64K $623M
WM
Waste Management Inc

Industrials
-47
- 0.78%
$213.88 - $237.1 $10.1K - $11.1K
5.99K $1.32B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-550
- 12.19%
$132.9 - $142.03 $73.1K - $78.1K
3.96K $559M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-410
- 12.48%
$185.88 - $207.44 $76.2K - $85.1K
2.88K $578M
SCHW
Schwab Charles Corp

Financial Services
-606
- 9.69%
$91.03 - $98.69 $55.2K - $59.8K
5.65K $539M
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.2%
$157.77 - $183.27 $473 - $550
1.47K $238M
DGRO
Ishares Core Dividend Growth E

ETFs
-609
- 10.67%
$64.12 - $68.08 $39K - $41.5K
5.1K $347M
TFC
Truist Financial Corp

Financial Services
-1.53K
- 7.22%
$42.83 - $47.07 $65.7K - $72.2K
19.7K $901M
GILD
Gilead Sciences, Inc.

Healthcare
-110
- 5.41%
$108.22 - $120.47 $11.9K - $13.3K
1.92K $213M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-300
- 6.31%
$62.09 - $66.51 $18.6K - $20K
4.46K $291M
D
Dominion Energy, Inc

Utilities
-699
- 8.25%
$56.32 - $62.1 $39.4K - $43.4K
7.78K $476M
VIG
Vanguard Dividend Appreciation

ETFs
-63
- 3.41%
N/A
1.79K $385M
NSC
Norfolk Southern Corp

Industrials
-187
- 11.29%
$259.49 - $300.41 $48.5K - $56.2K
1.47K $442M
LHX
L3 Harris Technologies, Inc.

Industrials
-281
- 14.4%
$252.18 - $305.41 $70.9K - $85.8K
1.67K $510M
KLAC
Kla Corp

Technology
-83
- 7.19%
$843.9 - $1078.6 $70K - $89.5K
1.07K $1.16B
BK
Bank Of New York Mellon Corp

Financial Services
-647
- 5.71%
$90.65 - $109.75 $58.7K - $71K
10.7K $1.16B
AVGO
Broadcom Inc.

Technology
-55
- 0.08%
$264.74 - $369.57 $14.6K - $20.3K
65.4K $21.6B
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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