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 101–150 of 434
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 4K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 5K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 10K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 800 | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 293 | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4K | $100K–$500K | SH |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | 4K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS COM | 4K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4K | $100K–$500K | SH |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 6K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 538 | $100K–$500K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 2K | $100K–$500K | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 4K | $100K–$500K | SH |
| T | AT&T INC COM | 10K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 1K | $100K–$500K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 3K | $100K–$500K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 2K | $100K–$500K | SH |
| PFE | PFIZER INC COM | 8K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 595 | $100K–$500K | SH |
| KO | COCA COLA CO COM | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 668 | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 242 | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 488 | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 810 | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 309 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 417 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 1K | $100K–$500K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 6K | $100K–$500K | SH |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | 3K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 388 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 605 | $100K–$500K | SH |
| IYG | ISHARES US FINANCIAL SERVICES ETF | 1K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC COM | 278 | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 701 | $100K–$500K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 552 | $100K–$500K | SH |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | 1K | $100K–$500K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3K | $100K–$500K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 373 | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND COM | 2K | $50K–$100K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 842 | $50K–$100K | SH |
| LOW | LOWES COS INC COM | 391 | $50K–$100K | SH |