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 151–200 of 434
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVS | CVS HEALTH CORP COM | 1K | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO COM | 236 | $50K–$100K | SH |
| MCK | MCKESSON CORP COM | 106 | $50K–$100K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 1K | $50K–$100K | SH |
| RSG | REPUBLIC SVCS INC COM | 400 | $50K–$100K | SH |
| TSLA | TESLA INC COM | 185 | $50K–$100K | SH |
| FRST | PRIMIS FINANCIAL CORP COM | 6K | $50K–$100K | SH |
| CAT | CATERPILLAR INC COM | 142 | $50K–$100K | SH |
| MKL | MARKEL GROUP INC COM | 36 | $50K–$100K | SH |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 2K | $50K–$100K | SH |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | 518 | $50K–$100K | SH |
| MBB | ISHARES MBS ETF | 772 | $50K–$100K | SH |
| CB | CHUBB LIMITED COM | 233 | $50K–$100K | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 897 | $50K–$100K | SH |
| IR | INGERSOLL RAND INC COM | 902 | $50K–$100K | SH |
| ADBE | ADOBE INC COM | 198 | $50K–$100K | SH |
| RPM | RPM INTL INC COM | 665 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 234 | $50K–$100K | SH |
| POOL | POOL CORP COM | 266 | $50K–$100K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 303 | $50K–$100K | SH |
| BAC | BANK AMERICA CORP COM | 1K | $50K–$100K | SH |
| MPC | MARATHON PETE CORP COM | 367 | $50K–$100K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 444 | $50K–$100K | SH |
| GE | GE AEROSPACE COM NEW | 186 | $50K–$100K | SH |
| NUE | NUCOR CORP COM | 347 | $50K–$100K | SH |
| CTVA | CORTEVA INC COM | 833 | $50K–$100K | SH |
| CAH | CARDINAL HEALTH INC COM | 263 | $50K–$100K | SH |
| RBLX | ROBLOX CORP CL A | 634 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC COM | 175 | $15K–$50K | SH |
| VEGI | ISHARES MSCI AGRICULTURE PRODUCERS ETF | 1K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 1K | $15K–$50K | SH |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 608 | $15K–$50K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 142 | $15K–$50K | SH |
| WSO | WATSCO INC COM | 132 | $15K–$50K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 966 | $15K–$50K | SH |
| LAMR | LAMAR ADVERTISING CO CL A | 340 | $15K–$50K | SH |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | 1K | $15K–$50K | SH |
| AGCO | AGCO CORP COM | 403 | $15K–$50K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 280 | $15K–$50K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 431 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC COM | 508 | $15K–$50K | SH |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 490 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO COM | 429 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 175 | $15K–$50K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP COM | 1K | $15K–$50K | SH |
| SBAC | SBA COMMUNICATIONS CORP CL A | 200 | $15K–$50K | SH |
| BA | BOEING CO COM | 175 | $15K–$50K | SH |
| PLD | PROLOGIS INC. COM | 293 | $15K–$50K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 170 | $15K–$50K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 300 | $15K–$50K | SH |