Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $243 Billion
  • Q4 2024

Commonwealth Retirement Investments LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $20.5B, Jpmorgan Chase & CO with a value of $11.8B, Microsoft Corp with a value of $10.8B, Abb Vie Inc. with a value of $8.69B, and Ishares Core S&P 500 ETF with a value of $8.55B.

Examining the 13F form we can see an increase of $4.34B in the current position value, from $238B to 243B.

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 $243 Billion
Technology: $53.1 Billion
ETFs: $44.3 Billion
Financial Services: $37.2 Billion
Healthcare: $31.6 Billion
Consumer Defensive: $23.6 Billion
Industrials: $18.8 Billion
Consumer Cyclical: $15 Billion
Energy: $13.8 Billion
Other: $2.73 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $243 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Commonwealth Retirement Investments LLC Portfolio

Follow Commonwealth Retirement Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Retirement Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Retirement Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email