Commonwealth Retirement Investments LLC Sells in Q2 2024

Commonwealth Retirement Investments LLC

  • $218 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-27.7K
- 49.96%
$123.8 - $132.96 $3.43M - $3.69M
27.8K $3.44B
PFE
Pfizer Inc

Healthcare
-139K
- 74.14%
$25.26 - $29.6 $3.5M - $4.11M
48.4K $1.35B
FIS
Fidelity National Information Services, Inc.

Technology
-16.5K
- 69.87%
$67.2 - $78.36 $1.11M - $1.29M
7.11K $536M
NSC
Norfolk Southern Corp

Industrials
-4.17K
- 68.02%
$209.9 - $253.39 $874K - $1.06M
1.96K $420M
HD
Home Depot, Inc.

Consumer Cyclical
-827
- 4.44%
$325.1 - $368.03 $269K - $304K
17.8K $6.13B
PEP
Pepsico Inc

Consumer Defensive
-3.67K
- 12.46%
$163.33 - $183.11 $600K - $673K
25.8K $4.26B
KLAC
Kla Corp

Technology
-1.49K
- 53.17%
$628.16 - $863.31 $938K - $1.29M
1.32K $1.09B
BK
Bank Of New York Mellon Corp

Financial Services
-15.4K
- 54.78%
$54.0 - $60.74 $833K - $937K
12.7K $762M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.91K
- 29.49%
$123.89 - $141.67 $732K - $837K
14.1K $1.95B
BBY
Best Buy CO Inc

Consumer Cyclical
-8.52K
- 23.74%
$69.63 - $93.63 $593K - $797K
27.4K $2.31B
EFV
Msci Eafe Value ETF

ETFs
-7.73K
- 31.7%
$52.34 - $56.41 $405K - $436K
16.7K $884M
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 1.46%
$45.52 - $50.04 $80.2K - $88.1K
119K $5.63B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.71K
- 9.24%
$75.81 - $80.15 $205K - $217K
26.6K $2.07B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.18K
- 6.96%
$497.53 - $549.64 $587K - $648K
15.8K $8.62B
UNP
Union Pacific Corp

Industrials
-263
- 2.4%
$221.38 - $247.4 $58.2K - $65.1K
10.7K $2.42B
MO
Altria Group, Inc.

Consumer Defensive
-11.4K
- 8.88%
$40.75 - $46.83 $465K - $535K
117K $5.34B
Ishares Bitcoin Trust Registered
-5K
- 45.45%
N/A
6K $205M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.5K
- 11.21%
$42.0 - $49.24 $63K - $73.8K
11.9K $522M
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.49K
- 20.85%
$33.83 - $35.94 $118K - $125K
13.2K $470M
WM
Waste Management Inc

Industrials
-472
- 6.96%
$200.55 - $213.34 $94.7K - $101K
6.31K $1.35B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-623
- 10.03%
$114.71 - $121.51 $71.5K - $75.7K
5.59K $663M
VIG
Vanguard Dividend Appreciation

ETFs
-469
- 16.27%
$173.33 - $185.29 $81.3K - $86.9K
2.41K $440M
D
Dominion Energy, Inc

Utilities
-1.26K
- 13.37%
$46.86 - $53.94 $59K - $67.9K
8.16K $400M
JPM
Jpmorgan Chase & CO

Financial Services
-749
- 1.51%
$180.08 - $204.79 $135K - $153K
48.8K $9.87B
DGRO
Ishares Core Dividend Growth E

ETFs
-681
- 10.41%
$55.23 - $58.55 $37.6K - $39.9K
5.86K $337M
WMT
Walmart Inc.

Consumer Defensive
-730
- 8.61%
$58.85 - $68.9 $43K - $50.3K
7.75K $525M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.62%
$495.16 - $548.49 $4.95K - $5.48K
1.61K $878M
LRCX
Lam Research Corp

Technology
-95
- 4.46%
$868.07 - $1089.58 $82.5K - $104K
2.03K $2.17B
AMAT
Applied Materials Inc

Technology
-713
- 7.95%
$189.46 - $247.83 $135K - $177K
8.26K $1.95B
ADI
Analog Devices Inc

Technology
-27
- 0.56%
$183.36 - $240.16 $4.95K - $6.48K
4.82K $1.1B
COST
Costco Wholesale Corp

Consumer Defensive
-47
- 0.92%
$704.88 - $870.75 $33.1K - $40.9K
5.08K $4.32B
MSFT
Microsoft Corp

Technology
-107
- 0.43%
$389.33 - $452.85 $41.7K - $48.5K
24.7K $11B
AVGO
Broadcom Inc.

Technology
-1.51K
- 13.71%
$1204.71 - $1828.87 $1.82M - $2.77M
9.53K $15.3B
Activity Summary
Buys All Purchases 49 New Holdings 13 Increased Positions 36 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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