Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $238 Billion
  • Q3 2024

Commonwealth Retirement Investments LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $16.2B, Microsoft Corp with a value of $10.8B, Jpmorgan Chase & CO with a value of $10.4B, Abb Vie Inc. with a value of $9.39B, and Ishares Core S&P 500 ETF with a value of $9.19B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $218B to 238B.

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 $238 Billion
Technology: $48.7 Billion
ETFs: $39.7 Billion
Healthcare: $35.2 Billion
Financial Services: $34.1 Billion
Consumer Defensive: $24.1 Billion
Industrials: $20.5 Billion
Energy: $16 Billion
Consumer Cyclical: $15.8 Billion
Other: $2.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.4B
$1.1 Billion 0.46% of portfolio
5,813
Q3 2024 Added 8.98%
$2.28T
$1.07 Billion 0.45% of portfolio
5,747
Q3 2024 Added 22.67%
$91.4B
$957 Million 0.4% of portfolio
1,236
Q3 2024 Reduced 6.08%
$62.7B
$864 Million 0.36% of portfolio
12,030
Q3 2024 Reduced 5.5%
$38.4B
$672 Million 0.28% of portfolio
2,984
Q4 2022 New
$249B
$659 Million 0.28% of portfolio
8,167
Q3 2024 Added 5.35%
$1.35T
$634 Million 0.27% of portfolio
1,108
Q3 2024 Added 11.92%
$595B
$534 Million 0.22% of portfolio
1,160
Q3 2024 Reduced 29.87%
$44.9B
$511 Million 0.21% of portfolio
8,839
Q3 2024 Added 8.33%
$49.6B
$509 Million 0.21% of portfolio
6,076
Q3 2024 Reduced 14.54%
$54.5B
$445 Million 0.19% of portfolio
1,789
Q3 2024 Reduced 8.63%
$89.1B
$217 Million 0.09% of portfolio
417
Q1 2024 New
$212B
$222 Million 0.09% of portfolio
1,931
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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