Commonwealth Retirement Investments LLC Top Holdings and 13F Report (2025) About Commonwealth Retirement Investments LLCInvestment ActivityCommonwealth Retirement Investments LLC has $245.93 million in total holdings as of March 31, 2025.Commonwealth Retirement Investments LLC owns shares of 94 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Commonwealth Retirement Investments LLC has purchased 99 new stocks and bought additional shares in 57 stocks.Commonwealth Retirement Investments LLC sold shares of 21 stocks and completely divested from 11 stocks this quarter.Largest Holdings Broadcom $14,299,599JPMorgan Chase & Co. $12,050,146AbbVie $10,482,118Microsoft $9,901,663Exxon Mobil $9,534,689 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $792,385 Holding464287101 - iShares S&P 100 ETF $598,263 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $415,847 Holding88160R101 - Tesla $307,105 Holding718172109 - Philip Morris International $232,222 Holding Largest Purchases this Quarter Chevron 16,320 shares (about $2.73M)Johnson & Johnson 5,147 shares (about $853.58K)SPDR Gold Shares 2,750 shares (about $792.39K)PGIM Ultra Short Bond ETF 13,538 shares (about $673.25K)iShares MSCI USA Quality Factor ETF 3,888 shares (about $664.42K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 10,153 shares (about $1.02M)Broadcom 2,950 shares (about $493.92K)iShares MSCI EAFE Value ETF 7,615 shares (about $448.83K)Amazon.com 2,053 shares (about $390.60K)Schwab US Dividend Equity ETF 9,652 shares (about $269.87K) 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$14,299,599$493,921 ▼-3.3%85,4065.8%Computer and TechnologyJPMJPMorgan Chase & Co.$12,050,146$9,321 ▲0.1%49,1244.9%FinanceABBVAbbVie$10,482,118$238,854 ▲2.3%50,0294.3%MedicalMSFTMicrosoft$9,901,663$258,268 ▲2.7%26,3774.0%Computer and TechnologyXOMExxon Mobil$9,534,689$488,086 ▲5.4%80,1713.9%EnergyCVXChevron$9,021,690$2,730,195 ▲43.4%53,9283.7%EnergyJNJJohnson & Johnson$8,621,698$853,579 ▲11.0%51,9883.5%MedicalIVViShares Core S&P 500 ETF$7,997,300$160,699 ▼-2.0%14,2333.3%ETFCSCOCisco Systems$7,415,765$61,031 ▲0.8%120,1713.0%Computer and TechnologyMOAltria Group$7,189,316$118,419 ▲1.7%119,7822.9%Consumer StaplesHDHome Depot$6,691,014$27,853 ▲0.4%18,2572.7%Retail/WholesaleBNDVanguard Total Bond Market ETF$6,590,154$232,029 ▲3.6%89,7232.7%ETFUNHUnitedHealth Group$5,686,284$206,355 ▲3.8%10,8572.3%MedicalPGProcter & Gamble$5,102,376$98,673 ▲2.0%29,9402.1%Consumer StaplesCOSTCostco Wholesale$4,849,014$46,343 ▲1.0%5,1272.0%Retail/WholesaleLMTLockheed Martin$4,320,132$36,630 ▲0.9%9,6711.8%AerospaceIBMInternational Business Machines$4,176,026$118,612 ▲2.9%16,7941.7%Computer and TechnologyPEPPepsiCo$3,907,667$112,903 ▼-2.8%26,0621.6%Consumer StaplesUPSUnited Parcel Service$3,773,050$647,173 ▲20.7%34,3041.5%TransportationQUALiShares MSCI USA Quality Factor ETF$3,396,610$664,420 ▲24.3%19,8761.4%ETFVVisa$3,375,520$61,679 ▲1.9%9,6321.4%Business ServicesTFCTruist Financial$3,211,099$1,975 ▲0.1%78,0341.3%FinanceIVWiShares S&P 500 Growth ETF$2,995,438$64,703 ▲2.2%32,2681.2%ETFCMECME Group$2,908,905$63,935 ▲2.2%10,9651.2%FinanceBMYBristol-Myers Squibb$2,896,625$59,344 ▲2.1%47,4931.2%MedicalTXNTexas Instruments$2,828,478$85,178 ▲3.1%15,7401.2%Computer and TechnologyGILDGilead Sciences$2,774,048$29,133 ▲1.1%24,7571.1%MedicalMETMetLife$2,733,038$35,488 ▲1.3%34,0401.1%FinanceAAPLApple$2,731,854$97,074 ▲3.7%12,2981.1%Computer and TechnologyPNCThe PNC Financial Services Group$2,713,867$53,609 ▲2.0%15,4401.1%FinanceSCHWCharles Schwab$2,712,089$192,177 ▲7.6%34,6461.1%FinanceUNPUnion Pacific$2,683,296$60,243 ▲2.3%11,3581.1%TransportationAMGNAmgen$2,607,776$470,459 ▲22.0%8,3701.1%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$2,537,909$73,920 ▲3.0%52,0491.0%ETFMTBM&T Bank$2,471,576$49,692 ▲2.1%13,8271.0%FinanceMRKMerck & Co., Inc.$2,277,366$8,078 ▼-0.4%25,3720.9%MedicalPULSPGIM Ultra Short Bond ETF$2,120,904$673,251 ▲46.5%42,6480.9%ETFIVEiShares S&P 500 Value ETF$2,079,609$587,368 ▲39.4%10,9120.8%ETFKMBKimberly-Clark$2,057,212$48,924 ▲2.4%14,4650.8%Consumer StaplesEFViShares MSCI EAFE Value ETF$2,018,223$448,828 ▼-18.2%34,2420.8%ETFBBYBest Buy$2,005,504$30,327 ▲1.5%27,2450.8%Retail/WholesalePAYXPaychex$1,848,274$2,314 ▲0.1%11,9800.8%Business ServicesMAMastercard$1,787,008$36,727 ▲2.1%3,2600.7%Business ServicesFASTFastenal$1,781,168$39,628 ▲2.3%22,9680.7%Retail/WholesaleLAM RESEARCH CORP COM NEW$1,657,879$65,213 ▲4.1%22,8040.7%StockPRUPrudential Financial$1,657,555$52,713 ▲3.3%14,8420.7%FinanceADPAutomatic Data Processing$1,602,199$43,080 ▲2.8%5,2440.7%Business ServicesSCHDSchwab US Dividend Equity ETF$1,595,937$269,871 ▼-14.5%57,0790.6%ETFLHXL3Harris Technologies$1,578,860$55,678 ▲3.7%7,5430.6%AerospaceDRIDarden Restaurants$1,547,396$45,707 ▲3.0%7,4480.6%Retail/WholesaleHSYHershey$1,466,069$264,925 ▲22.1%8,5720.6%Consumer StaplesWMWaste Management$1,455,735$3,010 ▼-0.2%6,2880.6%Business ServicesHPQHP$1,428,693$38,849 ▲2.8%51,5960.6%Computer and TechnologyAMATApplied Materials$1,332,477$54,274 ▲4.2%9,1820.5%Computer and TechnologyTJXTJX Companies$1,322,483$40,315 ▲3.1%10,8580.5%Retail/WholesaleALLAllstate$1,319,036$56,116 ▲4.4%6,3700.5%FinanceEFGiShares MSCI EAFE Growth ETF$1,287,200$1,015,300 ▼-44.1%12,8720.5%ETFTSCOTractor Supply$1,214,459$80,556 ▲7.1%22,0410.5%Retail/WholesaleCFCF Industries$1,149,118$42,435 ▲3.8%14,7040.5%Basic MaterialsIYWiShares U.S. Technology ETF$1,030,830$26,684 ▲2.7%7,3400.4%ManufacturingPFEPfizer$1,014,382$374,397 ▲58.5%40,0310.4%MedicalBKBank of New York Mellon$994,966$13,671 ▼-1.4%11,8630.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$929,534$136,513 ▼-12.8%16,8730.4%ManufacturingADIAnalog Devices$906,267$5,647 ▼-0.6%4,4940.4%Computer and TechnologyLENLennar$899,301$150,706 ▲20.1%7,8350.4%ConstructionCORCencora$829,8210.0%2,9840.3%MedicalKLACKLA$822,131$6,120 ▼-0.7%1,2090.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$820,357$246,431 ▲42.9%15,2000.3%ETFGLDSPDR Gold Shares$792,385$792,385 ▲New Holding2,7500.3%FinanceWMTWalmart$725,959$8,955 ▲1.2%8,2690.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$714,995$125,320 ▼-14.9%1,2780.3%FinanceBRK.BBerkshire Hathaway$617,7930.0%1,1600.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$611,241$31,128 ▲5.4%3,0240.2%ETFIWFiShares Russell 1000 Growth ETF$604,4650.0%1,6740.2%ETFOEFiShares S&P 100 ETF$598,263$598,263 ▲New Holding2,2090.2%ETFAMZNAmazon.com$528,352$390,604 ▼-42.5%2,7770.2%Retail/WholesaleVYMVanguard High Dividend Yield ETF$513,390$51,068 ▼-9.0%3,9810.2%ETFDDominion Energy$474,633$11,270 ▼-2.3%8,4650.2%UtilitiesFISFidelity National Information Services$430,306$11,501 ▼-2.6%5,7620.2%Business ServicesHEFAiShares Currency Hedged MSCI EAFE ETF$415,847$415,847 ▲New Holding11,4590.2%ETFNSCNorfolk Southern$411,408$3,316 ▼-0.8%1,7370.2%TransportationVIGVanguard Dividend Appreciation ETF$376,147$19,011 ▼-4.8%1,9390.2%ETFHYMUiShares High Yield Muni Income Active ETF$348,3930.0%15,3680.1%ETFTSLATesla$307,105$307,105 ▲New Holding1,1850.1%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$277,4540.0%4,7550.1%ETFDGROiShares Core Dividend Growth ETF$271,832$20,696 ▼-7.1%4,4000.1%ETFRSPInvesco S&P 500 Equal Weight ETF$266,6010.0%1,5390.1%ETFQQQInvesco QQQ$247,152$47,836 ▼-16.2%5270.1%FinanceNFLXNetflix$243,3900.0%2610.1%Consumer DiscretionaryIUSBiShares Core Total USD Bond Market ETF$239,1550.0%5,1900.1%ManufacturingPMPhilip Morris International$232,222$232,222 ▲New Holding1,4630.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$225,8950.0%5380.1%FinanceIWDiShares Russell 1000 Value ETF$219,3950.0%1,1660.1%ETFNVSNovartis$215,268$215,268 ▲New Holding1,9310.1%MedicalXLEEnergy Select Sector SPDR Fund$0$2,046,160 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$716,175 ▼-100.0%00.0%ETFIHEiShares U.S. Pharmaceuticals ETF$0$536,078 ▼-100.0%00.0%ETFMETAMeta Platforms$0$534,681 ▼-100.0%00.0%Computer and TechnologyIYTiShares U.S. Transportation ETF$0$531,708 ▼-100.0%00.0%ETFPJPInvesco Pharmaceuticals ETF$0$400,625 ▼-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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