Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $246 Billion
  • Q1 2025

Commonwealth Retirement Investments LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $14.3B, Jpmorgan Chase & CO with a value of $12.1B, Abb Vie Inc. with a value of $10.5B, Microsoft Corp with a value of $9.9B, and Exxon Mobil Corp with a value of $9.53B.

Examining the 13F form we can see an increase of $3.12B in the current position value, from $243B to 246B.

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 $246 Billion
Technology: $46.3 Billion
ETFs: $41.8 Billion
Financial Services: $38.6 Billion
Healthcare: $37.4 Billion
Consumer Defensive: $25.5 Billion
Industrials: $19.5 Billion
Energy: $18.6 Billion
Consumer Cyclical: $14.5 Billion
Other: $1.87 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8 Billion 3.25% of portfolio
14,233
Q1 2025 Reduced 1.97%
$0
$6.59 Billion 2.68% of portfolio
89,723
Q1 2025 Added 3.65%
$0
$3.4 Billion 1.38% of portfolio
19,876
Q1 2025 Added 24.32%
$0
$3 Billion 1.22% of portfolio
32,268
Q1 2025 Added 2.21%
$0
$2.54 Billion 1.03% of portfolio
52,049
Q1 2025 Added 3.0%
$0
$2.12 Billion 0.86% of portfolio
42,648
Q1 2025 Added 46.51%
$0
$2.08 Billion 0.85% of portfolio
10,912
Q1 2025 Added 39.36%
$0
$2.02 Billion 0.82% of portfolio
34,242
Q1 2025 Reduced 18.19%
$0
$1.6 Billion 0.65% of portfolio
57,079
Q1 2025 Reduced 14.46%
$0
$1.29 Billion 0.52% of portfolio
12,872
Q1 2025 Reduced 44.1%
$0
$1.03 Billion 0.42% of portfolio
7,340
Q1 2025 Added 2.66%
$0
$930 Million 0.38% of portfolio
16,873
Q1 2025 Reduced 12.81%
$0
$820 Million 0.33% of portfolio
15,200
Q1 2025 Added 42.94%
$106B
$792 Million 0.32% of portfolio
2,750
Q1 2025 New
$0
$715 Million 0.29% of portfolio
1,278
Q1 2025 Reduced 14.91%
$0
$604 Million 0.25% of portfolio
1,674
Q1 2023 Reduced 16.72%
$0
$598 Million 0.24% of portfolio
2,209
Q1 2025 New
$0
$513 Million 0.21% of portfolio
3,981
Q1 2025 Reduced 9.05%
$0
$416 Million 0.17% of portfolio
11,459
Q1 2025 New
$0
$376 Million 0.15% of portfolio
1,939
Q1 2025 Reduced 4.81%
$0
$348 Million 0.14% of portfolio
15,368
Q4 2024 New
$0
$277 Million 0.11% of portfolio
4,755
Q1 2024 Added 363.45%
$0
$267 Million 0.11% of portfolio
1,539
Q4 2024 Added 0.07%
$0
$272 Million 0.11% of portfolio
4,400
Q1 2025 Reduced 7.07%
$0
$239 Million 0.1% of portfolio
5,190
Q3 2024 Reduced 3.03%
$0
$247 Million 0.1% of portfolio
527
Q1 2025 Reduced 16.22%
$0
$226 Million 0.09% of portfolio
538
Q4 2023 New
$0
$219 Million 0.09% of portfolio
1,166
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $246 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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