Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025

Commonwealth Retirement Investments LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $21.6B, Microsoft Corp with a value of $13.7B, Abb Vie Inc. with a value of $12.3B, Jpmorgan Chase & CO with a value of $11.5B, and Home Depot, Inc. with a value of $9.21B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $263B to 294B.

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 $294 Billion
Technology: $52.8 Billion
ETFs: $47.6 Billion
Financial Services: $43.2 Billion
Healthcare: $42 Billion
Consumer Defensive: $28.2 Billion
Consumer Cyclical: $22.9 Billion
Industrials: $22.3 Billion
Energy: $19.9 Billion
Other: $5.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$21.6 Billion 7.33% of portfolio
65,357
Q3 2025 Reduced 0.08%
$3.78T
$13.7 Billion 4.66% of portfolio
26,491
Q3 2025 Added 2.05%
$414B
$12.3 Billion 4.19% of portfolio
53,191
Q3 2025 Added 1.71%
$881B
$11.5 Billion 3.92% of portfolio
36,532
Q3 2025 Added 0.94%
$367B
$9.21 Billion 3.13% of portfolio
22,720
Q3 2025 Added 4.64%
$490B
$8.61 Billion 2.93% of portfolio
76,331
Q3 2025 Added 1.78%
$303B
$8.26 Billion 2.81% of portfolio
53,181
Q3 2025 Added 1.61%
$235B
$7.81 Billion 2.65% of portfolio
93,003
Q3 2025 Added 4.89%
$204B
$7.73 Billion 2.63% of portfolio
55,043
Q3 2025 Added 3.32%
$522B
$7.54 Billion 2.56% of portfolio
40,688
Q3 2025 Added 1.17%
$123B
$7.51 Billion 2.55% of portfolio
15,052
Q3 2025 Added 18.44%
$104B
$7.47 Billion 2.54% of portfolio
113,021
Q3 2025 Added 1.88%
$0
$7.46 Billion 2.54% of portfolio
100,360
Q3 2025 Added 6.57%
$533B
$5.94 Billion 2.02% of portfolio
17,403
Q3 2025 Added 11.4%
$0
$5.74 Billion 1.95% of portfolio
8,571
Q3 2025 Added 0.66%
Lam Research Corp Com New
-
$5.02 Billion 1.71% of portfolio
-
Q3 2025 Added 1.3%
$319B
$4.01 Billion 1.36% of portfolio
58,581
Q3 2025 Reduced 1.84%
$512B
$3.8 Billion 1.29% of portfolio
6,676
Q3 2025 Added 7.97%
$0
$3.75 Billion 1.27% of portfolio
75,216
Q3 2025 Added 19.43%
$0
$3.72 Billion 1.26% of portfolio
62,777
Q3 2025 Added 20.29%
$0
$3.61 Billion 1.23% of portfolio
29,919
Q3 2025 Added 1.33%
$197B
$3.59 Billion 1.22% of portfolio
17,530
Q3 2025 Added 4.53%
$30.9B
$3.21 Billion 1.09% of portfolio
25,490
Q3 2025 Added 6.72%
$4.3T
$3.13 Billion 1.07% of portfolio
12,304
Q2 2025 Added 0.05%
$23B
$3.12 Billion 1.06% of portfolio
30,418
Q3 2025 Added 6.17%
$0
$3.13 Billion 1.06% of portfolio
16,076
Q3 2025 Reduced 18.33%
$183B
$3.08 Billion 1.05% of portfolio
10,914
Q3 2025 Added 6.76%
$6.15B
$3.1 Billion 1.05% of portfolio
54,541
Q3 2025 Added 5.47%
$300B
$3.07 Billion 1.04% of portfolio
8,884
Q3 2025 Reduced 13.51%
$170B
$3.03 Billion 1.03% of portfolio
20,945
Q3 2025 Added 9.95%
$0
$3.02 Billion 1.03% of portfolio
14,614
Q3 2025 Added 0.74%
$57.9B
$3 Billion 1.02% of portfolio
13,997
Q3 2025 Added 8.0%
$99.5B
$2.97 Billion 1.01% of portfolio
65,960
Q3 2025 Added 11.45%
$228B
$2.96 Billion 1.0% of portfolio
22,069
Q3 2025 Added 8.85%
$0
$2.82 Billion 0.96% of portfolio
41,529
Q3 2025 Reduced 20.97%
$0
$2.72 Billion 0.93% of portfolio
8,187
Q3 2025 Added 88.77%
$0
$2.68 Billion 0.91% of portfolio
40,698
Q3 2025 Added 18.33%
$346B
$2.32 Billion 0.79% of portfolio
15,102
Q3 2025 Reduced 1.99%
$23.2B
$2.21 Billion 0.75% of portfolio
45,033
Q3 2025 Added 1.89%
$62.7B
$2.21 Billion 0.75% of portfolio
26,822
Q3 2025 Added 1.66%
$404B
$2.17 Billion 0.74% of portfolio
2,349
Q3 2025 Reduced 1.8%
$32.3B
$2.16 Billion 0.74% of portfolio
10,947
Q3 2025 Added 1.81%
$104B
$2.13 Billion 0.73% of portfolio
7,268
Q3 2025 Added 13.17%
$17B
$2.03 Billion 0.69% of portfolio
26,902
Q3 2025 Added 2.1%
$69.1B
$1.99 Billion 0.68% of portfolio
23,604
Q3 2025 Added 5.35%
$35.1B
$1.82 Billion 0.62% of portfolio
14,621
Q3 2025 Added 4.8%
$26.3B
$1.81 Billion 0.61% of portfolio
9,652
Q3 2025 Added 3.11%
$39.9B
$1.68 Billion 0.57% of portfolio
16,221
Q3 2025 Added 4.56%
$25.4B
$1.58 Billion 0.54% of portfolio
57,979
Q3 2025 Added 5.18%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $294 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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