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 251–300 of 434
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MFM | MFS MUN INCOME TR SH BEN INT | 4K | $15K–$50K | SH |
| DTE | DTE ENERGY CO COM | 150 | $15K–$50K | SH |
| RY | ROYAL BK CDA COM | 109 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC COM | 117 | $15K–$50K | SH |
| BMO | BANK MONTREAL MEDIUM COM | 139 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 152 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 50 | $15K–$50K | SH |
| VKTX | VIKING THERAPEUTICS INC COM | 500 | $15K–$50K | SH |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 250 | $15K–$50K | SH |
| HWM | HOWMET AEROSPACE INC COM | 84 | $15K–$50K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | 100 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 150 | $15K–$50K | SH |
| DOW | DOW HLDGS INC COM | 722 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 164 | $15K–$50K | SH |
| PFGC | PERFORMANCE FOOD GROUP CO COM | 185 | $15K–$50K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 228 | $15K–$50K | SH |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | 67 | $15K–$50K | SH |
| IYH | ISHARES U.S. HEALTHCARE ETF | 247 | $15K–$50K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 158 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP COM | 91 | $15K–$50K | SH |
| POWL | POWELL INDS INC COM | 50 | $15K–$50K | SH |
| ONTO | ONTO INNOVATION INC COM | 100 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 88 | $15K–$50K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 48 | $15K–$50K | SH |
| BG | BUNGE GLOBAL SA COM SHS | 174 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION COM | 44 | $15K–$50K | SH |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | 2K | $15K–$50K | SH |
| PSEC | PROSPECT CAP CORP COM | 6K | $1K–$15K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 175 | $1K–$15K | SH |
| PLXS | PLEXUS CORP COM | 100 | $1K–$15K | SH |
| SHEL | SHELL PLC SPON ADS | 200 | $1K–$15K | SH |
| BVS | BIOVENTUS INC COM CL A | 2K | $1K–$15K | SH |
| FDX | FEDEX CORP COM | 50 | $1K–$15K | SH |
| IRT | INDEPENDENCE RLTY TR INC COM | 825 | $1K–$15K | SH |
| CNC | CENTENE CORP DEL COM | 350 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP COM | 43 | $1K–$15K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 274 | $1K–$15K | SH |
| IDU | ISHARES U.S. UTILITIES ETF | 131 | $1K–$15K | SH |
| DX | DYNEX CAP INC COM | 1K | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 94 | $1K–$15K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 45 | $1K–$15K | SH |
| FISV | FISERV INC COM | 200 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW COM | 300 | $1K–$15K | SH |
| DKNG | DRAFTKINGS INC NEW COM CL A | 379 | $1K–$15K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 61 | $1K–$15K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 38 | $1K–$15K | SH |
| GLW | CORNING INC COM | 147 | $1K–$15K | SH |
| VOO | VANGUARD S&P 500 ETF | 21 | $1K–$15K | SH |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | 200 | $1K–$15K | SH |
| NBTB | NBT BANCORP INC COM | 308 | $1K–$15K | SH |