Commonwealth Retirement Investments LLC Top Holdings and 13F Report (2025) About Commonwealth Retirement Investments LLCInvestment ActivityCommonwealth Retirement Investments LLC has $242.82 million in total holdings as of December 31, 2024.Commonwealth Retirement Investments LLC owns shares of 99 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 5.80% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Commonwealth Retirement Investments LLC has purchased 91 new stocks and bought additional shares in 48 stocks.Commonwealth Retirement Investments LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Broadcom $20,484,399JPMorgan Chase & Co. $11,766,360Microsoft $10,827,801AbbVie $8,687,592iShares Core S&P 500 ETF $8,547,129 Largest New Holdings this Quarter Energy Select Sector SPDR Fund $2,046,160 HoldingiShares MSCI USA Momentum Factor ETF $593,860 HoldingiShares U.S. Pharmaceuticals ETF $536,078 HoldingiShares U.S. Transportation ETF $531,708 HoldingInvesco Pharmaceuticals ETF $400,625 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 23,887 shares (about $2.05M)LAM RESEARCH CORP COM NEW 19,828 shares (about $1.43M)Schwab US Dividend Equity ETF 41,803 shares (about $1.14M)PGIM Ultra Short Bond ETF 19,620 shares (about $972.17K)Tractor Supply 16,771 shares (about $889.87K) Largest Sales this Quarter Chevron 11,258 shares (about $1.63M)Broadcom 5,689 shares (about $1.32M)iShares Core S&P 500 ETF 1,408 shares (about $828.87K)Pfizer 16,701 shares (about $443.08K)United Parcel Service 2,421 shares (about $305.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCommonwealth Retirement Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$20,484,399$1,318,934 ▼-6.0%88,3568.4%Computer and TechnologyJPMJPMorgan Chase & Co.$11,766,360$38,114 ▼-0.3%49,0864.8%FinanceMSFTMicrosoft$10,827,801$287,039 ▲2.7%25,6894.5%Computer and TechnologyABBVAbbVie$8,687,592$239,185 ▲2.8%48,8893.6%MedicalIVViShares Core S&P 500 ETF$8,547,129$828,870 ▼-8.8%14,5193.5%ETFXOMExxon Mobil$8,182,480$143,390 ▲1.8%76,0673.4%Oils/EnergyHDHome Depot$7,072,165$34,231 ▼-0.5%18,1812.9%Retail/WholesaleCSCOCisco Systems$7,055,597$1,776 ▼0.0%119,1822.9%Computer and TechnologyJNJJohnson & Johnson$6,774,118$297,482 ▼-4.2%46,8412.8%MedicalBNDVanguard Total Bond Market ETF$6,224,817$479,927 ▲8.4%86,5642.6%ETFMOAltria Group$6,160,233$30,485 ▼-0.5%117,8092.5%Consumer StaplesCVXChevron$5,447,095$1,630,594 ▼-23.0%37,6082.2%Oils/EnergyUNHUnitedHealth Group$5,292,651$84,982 ▲1.6%10,4632.2%MedicalPGProcter & Gamble$4,922,337$116,013 ▲2.4%29,3612.0%Consumer StaplesLMTLockheed Martin$4,659,717$12,635 ▼-0.3%9,5891.9%AerospaceCOSTCostco Wholesale$4,652,819$10,995 ▼-0.2%5,0781.9%Retail/WholesalePEPPepsiCo$4,077,553$126,668 ▲3.2%26,8151.7%Consumer StaplesIBMInternational Business Machines$3,586,989$100,243 ▲2.9%16,3171.5%Computer and TechnologyUPSUnited Parcel Service$3,583,778$305,289 ▼-7.8%28,4201.5%TransportationTFCTruist Financial$3,383,033$14,012 ▼-0.4%77,9861.4%FinanceIVWiShares S&P 500 Growth ETF$3,205,404$47,415 ▲1.5%31,5711.3%ETFVVisa$2,988,359$67,314 ▲2.3%9,4561.2%Business ServicesAAPLApple$2,970,291$85,145 ▲3.0%11,8611.2%Computer and TechnologyPNCThe PNC Financial Services Group$2,918,744$5,978 ▲0.2%15,1351.2%FinanceTXNTexas Instruments$2,862,528$46,127 ▲1.6%15,2661.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,847,143$114,149 ▲4.2%15,9881.2%ETFMETMetLife$2,751,018$30,050 ▲1.1%33,5981.1%FinanceBMYBristol-Myers Squibb$2,631,195$58,427 ▲2.3%46,5201.1%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$2,589,816$52,172 ▲2.1%50,5331.1%ETFMTBM&T Bank$2,547,347$29,330 ▼-1.1%13,5491.0%FinanceMRKMerck & Co., Inc.$2,532,953$37,504 ▼-1.5%25,4621.0%MedicalUNPUnion Pacific$2,531,981$72,290 ▲2.9%11,1031.0%TransportationCMECME Group$2,490,435$66,186 ▲2.7%10,7241.0%FinanceSCHWCharles Schwab$2,382,456$292,488 ▲14.0%32,1911.0%FinanceBBYBest Buy$2,302,271$6,607 ▼-0.3%26,8330.9%Retail/WholesaleGILDGilead Sciences$2,262,804$1,201 ▼-0.1%24,4970.9%MedicalEFGiShares MSCI EAFE Growth ETF$2,229,511$274,997 ▲14.1%23,0250.9%ETFEFViShares MSCI EAFE Value ETF$2,196,237$331,978 ▲17.8%41,8570.9%ETFXLEEnergy Select Sector SPDR Fund$2,046,160$2,046,160 ▲New Holding23,8870.8%ETFKMBKimberly-Clark$1,850,419$26,077 ▲1.4%14,1210.8%Consumer StaplesSCHDSchwab US Dividend Equity ETF$1,823,084$1,142,054 ▲167.7%66,7310.8%ETFAMGNAmgen$1,788,055$17,724 ▲1.0%6,8600.7%MedicalPRUPrudential Financial$1,703,276$25,958 ▲1.5%14,3700.7%FinanceMAMastercard$1,681,461$28,437 ▲1.7%3,1930.7%Business ServicesPAYXPaychex$1,677,732$21,594 ▲1.3%11,9650.7%Business ServicesHPQHP$1,637,798$5,873 ▼-0.4%50,1930.7%Computer and TechnologyFASTFastenal$1,614,883$15,964 ▲1.0%22,4570.7%Retail/WholesaleLAM RESEARCH CORP COM NEW$1,582,343$1,432,177 ▲953.7%21,9070.7%StockLHXL3Harris Technologies$1,530,227$31,963 ▲2.1%7,2770.6%AerospaceIVEiShares S&P 500 Value ETF$1,494,590$2,481 ▲0.2%7,8300.6%ETFADPAutomatic Data Processing$1,493,801$24,882 ▲1.7%5,1030.6%Business ServicesPULSPGIM Ultra Short Bond ETF$1,442,404$972,173 ▲206.7%29,1100.6%ETFAMATApplied Materials$1,432,385$58,544 ▲4.3%8,8080.6%Computer and TechnologyDRIDarden Restaurants$1,349,395$80,463 ▲6.3%7,2280.6%Retail/WholesaleTJXTJX Companies$1,271,746$63,666 ▲5.3%10,5270.5%Retail/WholesaleWMWaste Management$1,271,479$2,018 ▼-0.2%6,3010.5%Business ServicesCFCF Industries$1,208,217$54,775 ▲4.7%14,1610.5%Basic MaterialsHSYHershey$1,189,345$118,884 ▼-9.1%7,0230.5%Consumer StaplesALLAllstate$1,175,826$55,138 ▲4.9%6,0990.5%FinanceIYWiShares U.S. Technology ETF$1,140,568$1,595 ▲0.1%7,1500.5%ManufacturingTSCOTractor Supply$1,091,922$889,869 ▲440.4%20,5790.4%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$1,073,013$68,980 ▲6.9%19,3510.4%ManufacturingAMZNAmazon.com$1,059,654$201,181 ▼-16.0%4,8300.4%Retail/WholesaleADIAnalog Devices$960,845$63,745 ▼-6.2%4,5220.4%Computer and TechnologyBKBank of New York Mellon$923,968$307 ▼0.0%12,0260.4%FinanceLENLennar$889,405$40,229 ▲4.7%6,5220.4%ConstructionSPYSPDR S&P 500 ETF Trust$880,292$56,850 ▼-6.1%1,5020.4%FinanceKLACKLA$767,696$11,345 ▼-1.5%1,2180.3%Computer and TechnologyWMTWalmart$737,8690.0%8,1670.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$716,175$132,625 ▲22.7%13,5000.3%ETFIWFiShares Russell 1000 Growth ETF$672,2450.0%1,6740.3%ETFCORCencora$670,4450.0%2,9840.3%MedicalPFEPfizer$670,051$443,084 ▼-39.8%25,2560.3%MedicalMTUMiShares MSCI USA Momentum Factor ETF$593,860$593,860 ▲New Holding2,8700.2%ETFVYMVanguard High Dividend Yield ETF$558,461$86,889 ▼-13.5%4,3770.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$555,307$19,060 ▲3.6%10,6340.2%ETFIHEiShares U.S. Pharmaceuticals ETF$536,078$536,078 ▲New Holding8,1570.2%ETFMETAMeta Platforms$534,681$114,198 ▼-17.6%9130.2%Computer and TechnologyIYTiShares U.S. Transportation ETF$531,708$531,708 ▲New Holding7,8690.2%ETFBRK.BBerkshire Hathaway$525,8050.0%1,1600.2%FinanceFISFidelity National Information Services$477,835$12,923 ▼-2.6%5,9160.2%Business ServicesDDominion Energy$466,751$9,318 ▼-2.0%8,6660.2%UtilitiesNSCNorfolk Southern$410,960$8,919 ▼-2.1%1,7510.2%TransportationPJPInvesco Pharmaceuticals ETF$400,625$400,625 ▲New Holding4,8490.2%ETFVIGVanguard Dividend Appreciation ETF$398,906$45,433 ▼-10.2%2,0370.2%ETFHYMUiShares High Yield Muni Income Active ETF$348,239$348,239 ▲New Holding15,3680.1%ETFQQQInvesco QQQ$321,811$107,441 ▲50.1%6290.1%FinanceIJHiShares Core S&P Mid-Cap ETF$296,2840.0%4,7550.1%ETFDGROiShares Core Dividend Growth ETF$290,445$44,165 ▼-13.2%4,7350.1%ETFVZVerizon Communications$283,408$283,408 ▲New Holding7,0870.1%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$279,406$1,852 ▲0.7%6,0360.1%ETFRSPInvesco S&P 500 Equal Weight ETF$269,679$175 ▲0.1%1,5390.1%ETFLLYEli Lilly and Company$263,717$263,717 ▲New Holding3420.1%MedicalIUSBiShares Core Total USD Bond Market ETF$234,5880.0%5,1900.1%ManufacturingNFLXNetflix$232,635$232,635 ▲New Holding2610.1%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$228,9190.0%5380.1%FinanceIWDiShares Russell 1000 Value ETF$215,8620.0%1,1660.1%ETFBBHVanEck Biotech ETF$215,363$215,363 ▲New Holding1,3720.1%FinanceETEnergy Transfer$195,900$195,900 ▲New Holding10,0000.1%Oils/EnergyARKKARK Innovation ETF$0$480,196 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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