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 51–100 of 434
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RF | REGIONS FINANCIAL CORP NEW COM | 56K | $1M+ | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 45K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 16K | $1M+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 16K | $1M+ | SH |
| PAYX | PAYCHEX INC COM | 12K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC COM | 7K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 5K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 21K | $1M+ | SH |
| AFL | AFLAC INC COM | 12K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 6K | $1M+ | SH |
| TGT | TARGET CORP COM | 13K | $1M+ | SH |
| CF | CF INDUSTRIES HOLD COM | 16K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 1K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 11K | $1M+ | SH |
| EOG | EOG RES INC COM | 11K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 11K | $1M+ | SH |
| IYE | ISHARES U.S. ENERGY ETF | 24K | $1M+ | SH |
| GIS | GENERAL MILLS INC COM | 24K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 21K | $1M+ | SH |
| HPQ | HP INC COM | 49K | $1M+ | SH |
| CTAS | CINTAS CORP COM | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 4K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 5K | $1M+ | SH |
| COR | CENCORA INC COM | 3K | $1M+ | SH |
| PUSH | PGIM ULTRA SHORT MUNICIPAL BOND ETF | 19K | $500K+ | SH |
| TFC | TRUIST FINL CORP COM | 19K | $500K+ | SH |
| ADI | ANALOG DEVICES INC COM | 3K | $500K+ | SH |
| WMT | WALMART INC COM | 8K | $500K+ | SH |
| IYT | ISHARES US TRANSPORTATION ETF | 11K | $500K+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 1K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | 11K | $500K+ | SH |
| D | DOMINION ENERGY INC COM | 12K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 2K | $500K+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 24K | $500K+ | SH |
| CME | CME GROUP INC COM | 2K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 3K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 1K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 4K | $500K+ | SH |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | 6K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 5K | $500K+ | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 10K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 3K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 707 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| IEDI | ISHARES U.S. CONSUMER FOCUSED ETF | 7K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |