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CIK: 0001963787
Total reported value
$368.4M
$368.4M
94 檔
15.3%
The Q1 2025 SEC filing reveals that Commonwealth Retirement Investments LLC held a total portfolio value of $368.4M, covering 94 public equity positions.
During Q1 2025, Commonwealth Retirement Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.81% | +1.38% | -3.34% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.90% | -1.33% | +0.08% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.26% | +0.19% | +2.33% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | +0.08% | +2.68% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.88% | -4.12% | EXIT | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.67% | -0.58% | +43.40% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.51% | +0.49% | +10.99% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +0.20% | -1.97% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 3.02% | +0.43% | +0.83% | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | 2.92% | -0.55% | +1.67% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.72% | +0.07% | +0.42% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.68% | -0.20% | +3.65% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.31% | +0.92% | +3.77% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | +2.00% | +1.97% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.97% | -0.13% | +0.96% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.97% | +0.86% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.70% | — | +2.92% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.59% | -0.75% | -2.81% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.53% | -1.05% | +20.70% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.38% | +0.04% | +24.32% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | -0.25% | +1.86% | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 1.31% | -0.02% | +0.06% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | +0.18% | +2.21% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.18% | -0.07% | +2.25% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.18% | -1.07% | +2.09% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 1.15% | +0.03% | +3.10% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.02% | +1.06% | |
| 28 | MET | Metlife Inc | Stock-Financials | 1.11% | +0.44% | +1.32% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.11% | — | +3.68% | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.10% | — | +2.02% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.10% | -0.02% | +7.63% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 1.09% | -0.01% | +2.30% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | -0.57% | +22.01% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.03% | +0.15% | +3.00% | |
| 35 | MTB | M & T Bank CORP | Stock-Financials | 1.00% | -0.42% | +2.05% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.59% | -0.35% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.86% | -0.75% | +46.51% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | — | +39.36% | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.84% | -0.30% | +2.44% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.01% | -18.19% | |
| 41 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.82% | +0.06% | +1.54% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.75% | +0.10% | +0.13% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.05% | +2.10% | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.72% | -0.46% | +2.28% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.67% | +0.18% | +4.09% | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.67% | +0.02% | +3.28% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | -0.01% | +2.76% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.03% | -14.46% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.64% | -0.04% | +3.66% | |
| 50 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.63% | — | +3.04% |
According to official SEC Form 13F filings, Commonwealth Retirement Investments LLC reported a total U.S. public equity portfolio value of $368.4M across 94 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, JPM, ABBV) accounted for 15.3% of total reported equity market value during Q1 2025.
During Q1 2025, Commonwealth Retirement Investments LLC's top holdings by market value included AVGO (5.8%)、JPM (4.9%)、ABBV (4.3%). The largest single position, AVGO, represented 5.8% of total portfolio value.
In Q1 2025, Commonwealth Retirement Investments LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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