Commonwealth Retirement Investments LLC

CIK: 0001963787SEC EDGAR →

Portfolio Value

$310.6B

Holdings

434

As of

Q4 2025

New Positions

434

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AVGO BROADCOM INC COM	63,553	$22.0B	7.08%
2	MSFT MICROSOFT CORP COM	26,623	$12.9B	4.14%
3	ABBV ABBVIE INC COM	52,092	$11.9B	3.83%
4	JPM JPMORGAN CHASE & CO COM	36,503	$11.8B	3.79%
5	MRK MERCK & CO INC COM	92,000	$9.7B	3.12%
6	XOM EXXON MOBIL CORP COM	77,053	$9.3B	2.98%
7	JNJ JOHNSON & JOHNSON COM	40,062	$8.3B	2.67%
8	BND VANGUARD TOTAL BOND MARKET ETF	107,099	$7.9B	2.55%
9	HD HOME DEPOT INC COM	22,931	$7.9B	2.54%
10	PEP PEPSICO INC COM	54,386	$7.8B	2.51%

Quarterly Changes

Top Buys

AVGONEW

$22.0B

MSFTNEW

$12.9B

ABBVNEW

$11.9B

JPMNEW

$11.8B

MRKNEW

$9.7B

Top Sells

No sells this quarter

New Positions (434)

$22.0B · 64K shares

$12.9B · 27K shares

$11.9B · 52K shares

$11.8B · 37K shares

$9.7B · 92K shares

$9.3B · 77K shares

$8.3B · 40K shares

$7.9B · 107K shares

$7.9B · 23K shares

PEP

$7.8B · 54K shares

LMT

$7.6B · 16K shares

CVX

$7.1B · 47K shares

$6.6B · 115K shares

IVV

$6.2B · 9K shares

$6.2B · 18K shares

$5.6B · 32K shares

$4.5B · 17K shares

$4.4B · 89K shares

$4.4B · 21K shares

$4.3B · 56K shares

$4.2B · 69K shares

$4.1B · 7K shares

$4.1B · 41K shares

$3.9B · 32K shares

$3.7B · 55K shares

$3.7B · 68K shares

$3.7B · 11K shares

$3.3B · 12K shares

$3.3B · 21K shares

$3.3B · 32K shares

$3.1B · 15K shares

$3.1B · 9K shares

$2.9B · 9K shares

$2.9B · 40K shares

$2.8B · 56K shares

$2.7B · 21K shares

$2.6B · 25K shares

$2.4B · 16K shares

$2.2B · 11K shares

$2.2B · 22K shares

$2.1B · 27K shares

$2.0B · 2K shares

$1.9B · 8K shares

$1.9B · 16K shares

$1.8B · 46K shares

$1.8B · 9K shares

$1.8B · 27K shares

$1.8B · 10K shares

$1.7B · 45K shares

$1.6B · 6K shares

$1.5B · 56K shares

$1.5B · 45K shares

$1.5B · 16K shares

$1.4B · 16K shares

$1.4B · 12K shares

$1.4B · 7K shares

$1.4B · 5K shares

$1.4B · 21K shares

$1.3B · 12K shares

$1.3B · 6K shares

DYH

$1.3B · 13K shares

$1.3B · 16K shares

KLAC

$1.2B · 1K shares

$1.2B · 11K shares

$1.2B · 11K shares

$1.1B · 11K shares

$1.1B · 24K shares

$1.1B · 24K shares

$1.1B · 21K shares

$1.1B · 49K shares

$1.1B · 6K shares

$1.0B · 4K shares

$1.0B · 5K shares

$1.0B · 3K shares

$954.0M · 19K shares

$942.0M · 19K shares

$936.0M · 3K shares

$935.0M · 8K shares

$811.0M · 11K shares

$794.0M · 1K shares

$792.0M · 2K shares

$711.0M · 11K shares

$687.0M · 12K shares

$680.0M · 2K shares

$670.0M · 24K shares

$580.0M · 2K shares

$577.0M · 2K shares

$572.0M · 1K shares

$560.0M · 3K shares

$553.0M · 1K shares

$535.0M · 4K shares

$521.0M · 6K shares

$502.0M · 5K shares

$501.0M · 10K shares

$484.0M · 3K shares

$443.0M · 2K shares

$434.0M · 707 shares

$423.0M · 1K shares

$394.0M · 7K shares

$380.0M · 2K shares

$337.0M · 5K shares

$337.0M · 2K shares

$337.0M · 4K shares

$320.0M · 10K shares

$317.0M · 800 shares

$314.0M · 293 shares

$314.0M · 4K shares

$302.0M · 4K shares

$297.0M · 4K shares

$294.0M · 2K shares

$294.0M · 4K shares

$288.0M · 6K shares

$266.0M · 2K shares

$258.0M · 538 shares

$257.0M · 2K shares

$250.0M · 4K shares

$248.0M · 10K shares

$245.0M · 1K shares

$244.0M · 3K shares

$238.0M · 2K shares

$235.0M · 1K shares

$231.0M · 3K shares

$209.0M · 2K shares

$196.0M · 2K shares

$188.0M · 8K shares

$186.0M · 595 shares

$177.0M · 3K shares

$161.0M · 668 shares

$160.0M · 242 shares

$155.0M · 488 shares

$154.0M · 810 shares

$150.0M · 309 shares

$146.0M · 417 shares

$143.0M · 1K shares

$142.0M · 6K shares

$129.0M · 3K shares

$120.0M · 3K shares

$118.0M · 388 shares

$117.0M · 605 shares

$112.0M · 1K shares

$108.0M · 701 shares

$108.0M · 278 shares

$107.0M · 1K shares

$107.0M · 552 shares

$103.0M · 3K shares

$103.0M · 1K shares

$103.0M · 373 shares

$96.0M · 2K shares

$95.0M · 842 shares

$94.0M · 391 shares

$91.0M · 1K shares

$87.0M · 236 shares

$86.0M · 106 shares

$85.0M · 1K shares

$84.0M · 400 shares

$83.0M · 185 shares

$82.0M · 6K shares

$81.0M · 142 shares

$77.0M · 36 shares

$77.0M · 2K shares

$76.0M · 518 shares

$73.0M · 772 shares

$72.0M · 233 shares

$71.0M · 902 shares

$71.0M · 897 shares

$69.0M · 665 shares

$69.0M · 198 shares

$64.0M · 234 shares

$60.0M · 303 shares

$60.0M · 266 shares

$59.0M · 1K shares

$59.0M · 367 shares

$57.0M · 186 shares

$57.0M · 444 shares

$56.0M · 347 shares

$55.0M · 833 shares

$54.0M · 263 shares

$51.0M · 634 shares

$49.0M · 175 shares

BAC

$45.0M · 1K shares

VEGI

$45.0M · 1K shares

LCTU

$45.0M · 608 shares

$44.0M · 966 shares

$44.0M · 142 shares

$44.0M · 132 shares

$43.0M · 340 shares

$42.0M · 1K shares

$42.0M · 403 shares

$41.0M · 431 shares

$41.0M · 280 shares

$40.0M · 508 shares

$40.0M · 490 shares

$39.0M · 429 shares

$39.0M · 175 shares

$38.0M · 1K shares

$38.0M · 200 shares

$37.0M · 175 shares

$37.0M · 293 shares

$35.0M · 300 shares

$35.0M · 170 shares

$35.0M · 1K shares

$34.0M · 375 shares

$33.0M · 360 shares

$33.0M · 415 shares

$33.0M · 833 shares

$32.0M · 850 shares

$31.0M · 187 shares

$31.0M · 105 shares

$31.0M · 242 shares

$30.0M · 46 shares

$30.0M · 500 shares

$29.0M · 255 shares

$29.0M · 5K shares

$29.0M · 900 shares

$28.0M · 178 shares

$27.0M · 508 shares

$27.0M · 1K shares

$27.0M · 600 shares

$26.0M · 144 shares

$26.0M · 195 shares

$26.0M · 467 shares

$26.0M · 100 shares

$25.0M · 94 shares

$25.0M · 1K shares

$25.0M · 400 shares

$25.0M · 200 shares

$24.0M · 39 shares

$24.0M · 937 shares

$24.0M · 100 shares

$24.0M · 28 shares

$24.0M · 421 shares

$23.0M · 200 shares

$23.0M · 22 shares

$22.0M · 254 shares

$22.0M · 48 shares

$22.0M · 50 shares

$22.0M · 309 shares

$22.0M · 742 shares

$22.0M · 171 shares

$22.0M · 218 shares

$22.0M · 40 shares

$21.0M · 1K shares

$21.0M · 100 shares

$21.0M · 100 shares

$21.0M · 70 shares

$20.0M · 100 shares

$20.0M · 311 shares

$20.0M · 233 shares

$19.0M · 2K shares

$19.0M · 1K shares

$19.0M · 150 shares

$19.0M · 4K shares

$18.0M · 117 shares

$18.0M · 109 shares

$18.0M · 139 shares

$17.0M · 500 shares

$17.0M · 250 shares

$17.0M · 84 shares

$17.0M · 152 shares

$17.0M · 100 shares

$17.0M · 50 shares

$16.0M · 228 shares

$16.0M · 722 shares

$16.0M · 247 shares

$16.0M · 185 shares

$16.0M · 164 shares

$16.0M · 150 shares

$16.0M · 91 shares

$16.0M · 158 shares

$16.0M · 67 shares

$15.0M · 88 shares

$15.0M · 50 shares

$15.0M · 44 shares

$15.0M · 100 shares

$15.0M · 2K shares

$15.0M · 48 shares

$15.0M · 174 shares

$14.0M · 350 shares

$14.0M · 100 shares

$14.0M · 6K shares

$14.0M · 1K shares

$14.0M · 131 shares

$14.0M · 175 shares

$14.0M · 43 shares

$14.0M · 200 shares

$14.0M · 50 shares

$14.0M · 2K shares

$14.0M · 274 shares

$14.0M · 825 shares

$13.0M · 200 shares

$13.0M · 45 shares

$13.0M · 94 shares

$13.0M · 300 shares

DKNG

$13.0M · 379 shares

$12.0M · 14 shares

$12.0M · 110 shares

$12.0M · 92 shares

$12.0M · 21 shares

$12.0M · 308 shares

$12.0M · 61 shares

$12.0M · 200 shares

$12.0M · 38 shares

$12.0M · 288 shares

$12.0M · 143 shares

$12.0M · 147 shares

$12.0M · 100 shares

$11.0M · 300 shares

$11.0M · 100 shares

$11.0M · 238 shares

$11.0M · 500 shares

$11.0M · 297 shares

$10.0M · 100 shares

$10.0M · 50 shares

$10.0M · 200 shares

$10.0M · 132 shares

$10.0M · 300 shares

$10.0M · 50 shares

$10.0M · 229 shares

$9.0M · 50 shares

$9.0M · 70 shares

$9.0M · 96 shares

$9.0M · 800 shares

$9.0M · 400 shares

$9.0M · 323 shares

$9.0M · 250 shares

$9.0M · 100 shares

$8.0M · 54 shares

BLDR

$8.0M · 79 shares

$8.0M · 101 shares

$8.0M · 116 shares

$8.0M · 122 shares

$8.0M · 94 shares

$8.0M · 100 shares

$8.0M · 100 shares

$8.0M · 45 shares

$8.0M · 44 shares

$7.0M · 200 shares

$7.0M · 100 shares

$7.0M · 76 shares

$7.0M · 36 shares

$7.0M · 40 shares

$7.0M · 81 shares

$7.0M · 137 shares

$7.0M · 195 shares

$7.0M · 50 shares

$7.0M · 29 shares

$6.0M · 17 shares

$6.0M · 131 shares

$6.0M · 93 shares

$6.0M · 106 shares

$6.0M · 100 shares

$6.0M · 80 shares

$6.0M · 162 shares

$6.0M · 23 shares

$6.0M · 50 shares

$6.0M · 20 shares

$5.0M · 63 shares

$5.0M · 35 shares

$5.0M · 132 shares

$5.0M · 8 shares

$5.0M · 135 shares

$5.0M · 32 shares

$4.0M · 31 shares

$4.0M · 17 shares

$4.0M · 11 shares

$4.0M · 135 shares

$4.0M · 101 shares

$4.0M · 150 shares

$4.0M · 20 shares

$4.0M · 63 shares

NKE

$4.0M · 68 shares

$3.0M · 329 shares

$3.0M · 301 shares

$3.0M · 60 shares

$3.0M · 100 shares

$3.0M · 64 shares

$3.0M · 618 shares

$3.0M · 73 shares

$3.0M · 13 shares

$2.0M · 56 shares

$2.0M · 14 shares

$2.0M · 2K shares

$2.0M · 10 shares

$2.0M · 67 shares

$2.0M · 32 shares

$2.0M · 37 shares

$2.0M · 37 shares

$2.0M · 100 shares

$2.0M · 100 shares

$2.0M · 32 shares

$2.0M · 327 shares

$2.0M · 20 shares

$2.0M · 50 shares

$2.0M · 50 shares

$2.0M · 200 shares

$2.0M · 503 shares

$2.0M · 45 shares

$2.0M · 15 shares

$1.0M · 16 shares

$1.0M · 9 shares

$1.0M · 118 shares

$1.0M · 14 shares

$1.0M · 8 shares

$1.0M · 25 shares

ZTS

$1.0M · 14 shares

FANG

$1.0M · 12 shares

$1.0M · 28 shares

$1.0M · 8 shares

$0 · 40 shares

$0 · 1 shares

$0 · 1 shares

$0 · 0 shares

$0 · 30 shares

$0 · 1 shares

$0 · 17 shares

$0 · 11 shares

$0 · 10 shares

$0 · 1 shares

$0 · 9 shares

$0 · 14 shares

$0 · 1 shares

$0 · 9 shares

$0 · 1 shares

$0 · 7 shares

$0 · 66 shares

$0 · 0 shares

$0 · 0 shares

$0 · 0 shares

$0 · 12 shares

$0 · 5 shares

$0 · 3 shares

$0 · 50 shares

$0 · 0 shares

$0 · 26 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	159	$101.5B	32.7%
Technology	55	$58.8B	18.9%
Healthcare	39	$44.1B	14.2%
Consumer Defensive	17	$25.1B	8.1%
Consumer Cyclical	28	$22.3B	7.2%
Industrials	41	$21.1B	6.8%
Energy	22	$19.7B	6.3%
Unknown	25	$11.8B	3.8%
Basic Materials	19	$3.8B	1.2%
Utilities	9	$1.2B	0.4%
Communication Services	9	$930.0M	0.3%
Real Estate	11	$194.0M	0.1%