Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $246 Billion
  • Q1 2025

Commonwealth Retirement Investments LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $14.3B, Jpmorgan Chase & CO with a value of $12.1B, Abb Vie Inc. with a value of $10.5B, Microsoft Corp with a value of $9.9B, and Exxon Mobil Corp with a value of $9.53B.

Examining the 13F form we can see an increase of $3.12B in the current position value, from $243B to 246B.

Commonwealth Retirement Investments LLC is based out at Richmond, VA

Below you can find more details about Commonwealth Retirement Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Billion
Technology: $46.3 Billion
ETFs: $41.8 Billion
Financial Services: $38.6 Billion
Healthcare: $37.4 Billion
Consumer Defensive: $25.5 Billion
Industrials: $19.5 Billion
Energy: $18.6 Billion
Consumer Cyclical: $14.5 Billion
Other: $1.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.3B
$14.3 Billion 5.81% of portfolio
85,406
Q1 2025 Reduced 3.34%
$741B
$12.1 Billion 4.9% of portfolio
49,124
Q1 2025 Added 0.08%
$347B
$10.5 Billion 4.26% of portfolio
50,029
Q1 2025 Added 2.33%
$3.25T
$9.9 Billion 4.03% of portfolio
26,377
Q1 2025 Added 2.68%
$430B
$9.53 Billion 3.88% of portfolio
80,171
Q1 2025 Added 5.4%
$265B
$9.02 Billion 3.67% of portfolio
53,928
Q1 2025 Added 43.4%
$405B
$8.62 Billion 3.51% of portfolio
51,988
Q1 2025 Added 10.99%
$0
$8 Billion 3.25% of portfolio
14,233
Q1 2025 Reduced 1.97%
$244B
$7.42 Billion 3.02% of portfolio
120,171
Q1 2025 Added 0.83%
$107B
$7.19 Billion 2.92% of portfolio
119,782
Q1 2025 Added 1.67%
$370B
$6.69 Billion 2.72% of portfolio
18,257
Q1 2025 Added 0.42%
$0
$6.59 Billion 2.68% of portfolio
89,723
Q1 2025 Added 3.65%
$379B
$5.69 Billion 2.31% of portfolio
10,857
Q1 2025 Added 3.77%
$376B
$5.1 Billion 2.07% of portfolio
29,940
Q1 2025 Added 1.97%
$449B
$4.85 Billion 1.97% of portfolio
5,127
Q1 2025 Added 0.96%
$124B
$4.32 Billion 1.76% of portfolio
9,671
Q1 2025 Added 0.86%
$182B
$3.91 Billion 1.59% of portfolio
26,062
Q1 2025 Reduced 2.81%
$69.7B
$3.77 Billion 1.53% of portfolio
34,304
Q1 2025 Added 20.7%
$0
$3.4 Billion 1.38% of portfolio
19,876
Q1 2025 Added 24.32%
$570B
$3.38 Billion 1.37% of portfolio
9,632
Q1 2025 Added 1.86%
$52.2B
$3.21 Billion 1.31% of portfolio
78,034
Q1 2025 Added 0.06%
$0
$3 Billion 1.22% of portfolio
32,268
Q1 2025 Added 2.21%
$106B
$2.9 Billion 1.18% of portfolio
47,493
Q1 2025 Added 2.09%
$102B
$2.91 Billion 1.18% of portfolio
10,965
Q1 2025 Added 2.25%
$177B
$2.83 Billion 1.15% of portfolio
15,740
Q1 2025 Added 3.1%
$129B
$2.77 Billion 1.13% of portfolio
24,757
Q1 2025 Added 1.06%
$3.2T
$2.73 Billion 1.11% of portfolio
12,298
Q1 2025 Added 3.68%
$61.7B
$2.73 Billion 1.11% of portfolio
34,040
Q1 2025 Added 1.32%
$66.9B
$2.71 Billion 1.1% of portfolio
15,440
Q1 2025 Added 2.02%
$152B
$2.71 Billion 1.1% of portfolio
34,646
Q1 2025 Added 7.63%
$133B
$2.68 Billion 1.09% of portfolio
11,358
Q1 2025 Added 2.3%
$150B
$2.61 Billion 1.06% of portfolio
8,370
Q1 2025 Added 22.01%
$0
$2.54 Billion 1.03% of portfolio
52,049
Q1 2025 Added 3.0%
$30.3B
$2.47 Billion 1.0% of portfolio
13,827
Q1 2025 Added 2.05%
$210B
$2.28 Billion 0.93% of portfolio
25,372
Q1 2025 Reduced 0.35%
$0
$2.12 Billion 0.86% of portfolio
42,648
Q1 2025 Added 46.51%
$0
$2.08 Billion 0.85% of portfolio
10,912
Q1 2025 Added 39.36%
$44.2B
$2.06 Billion 0.84% of portfolio
14,465
Q1 2025 Added 2.44%
$0
$2.02 Billion 0.82% of portfolio
34,242
Q1 2025 Reduced 18.19%
$15.2B
$2.01 Billion 0.82% of portfolio
27,245
Q1 2025 Added 1.54%
$53.9B
$1.85 Billion 0.75% of portfolio
11,980
Q1 2025 Added 0.13%
$535B
$1.79 Billion 0.73% of portfolio
3,260
Q1 2025 Added 2.1%
$47.2B
$1.78 Billion 0.72% of portfolio
22,968
Q1 2025 Added 2.28%
Lam Research Corp Com New
-
$1.66 Billion 0.67% of portfolio
-
Q1 2025 Added 4.09%
$38.2B
$1.66 Billion 0.67% of portfolio
14,842
Q1 2025 Added 3.28%
$0
$1.6 Billion 0.65% of portfolio
57,079
Q1 2025 Reduced 14.46%
$126B
$1.6 Billion 0.65% of portfolio
5,244
Q1 2025 Added 2.76%
$41.8B
$1.58 Billion 0.64% of portfolio
7,543
Q1 2025 Added 3.66%
$24.8B
$1.55 Billion 0.63% of portfolio
7,448
Q1 2025 Added 3.04%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $246 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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