CIK 1963787
Commonwealth Retirement Investments LLC
Institutional 13F holdings & portfolio
Holdings
434
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 434
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC COM | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 27K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 52K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 37K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 92K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 77K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 40K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 107K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 23K | $1M+ | SH |
| PEP | PEPSICO INC COM | 54K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 16K | $1M+ | SH |
| CVX | CHEVRON CORPORATION COM | 47K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 115K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 9K | $1M+ | SH |
| V | VISA INC COM CL A | 18K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 32K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 17K | $1M+ | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 89K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 21K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 56K | $1M+ | SH |
| DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | 69K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 7K | $1M+ | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 41K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 32K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 55K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 68K | $1M+ | SH |
| AMGN | AMGEN INC COM | 11K | $1M+ | SH |
| AAPL | APPLE INC COM | 12K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 21K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC COM | 32K | $1M+ | SH |
| ALL | ALLSTATE CORP COM | 15K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 9K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 9K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 40K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO COM | 56K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 21K | $1M+ | SH |
| LEN | LENNAR CORP CL A | 25K | $1M+ | SH |
| MTB | M & T BK CORP COM | 11K | $1M+ | SH |
| NEM | NEWMONT CORP COM | 22K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 15K | $1M+ | SH |
| MET | METLIFE INC COM | 27K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 2K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 8K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 16K | $1M+ | SH |
| FAST | FASTENAL CO COM | 46K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 9K | $1M+ | SH |
| BBY | BEST BUY INC COM | 27K | $1M+ | SH |
| HSY | HERSHEY CO COM | 10K | $1M+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 45K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 6K | $1M+ | SH |