Commonwealth Retirement Investments LLC Incresed Positions in Q3 2025

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
895
+ 1.71%
$184.85 - $231.54 $165K - $207K
53.2K $12.3B
LMT
Lockheed Martin Corp

Industrials
2.34K
+ 18.44%
$410.74 - $499.21 $962K - $1.17M
15.1K $7.51B
Lam Research Corp Com New
481
+ 1.3%
N/A
37.5K $5.02B
OEF
Ishares S&P 100 ETF

ETFs
3.85K
+ 88.77%
N/A
8.19K $2.72B
JNJ
Johnson & Johnson

Healthcare
470
+ 1.17%
$155.17 - $185.42 $72.9K - $87.1K
40.7K $7.54B
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 4.64%
$357.4 - $423.42 $360K - $427K
22.7K $9.21B
JPM
Jpmorgan Chase & CO

Financial Services
340
+ 0.94%
$282.78 - $316.06 $96.1K - $107K
36.5K $11.5B
MO
Altria Group, Inc.

Consumer Defensive
2.08K
+ 1.88%
$57.75 - $67.68 $120K - $141K
113K $7.47B
Ishares A.I. Innovation And Tech Active ETF
23.4K
+ 131.11%
N/A
41.3K $1.41B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.6K
+ 20.29%
$54.35 - $59.32 $576K - $628K
62.8K $3.72B
MRK
Merck & Co., Inc.

Healthcare
4.34K
+ 4.89%
$77.6 - $87.37 $336K - $379K
93K $7.81B
CVX
Chevron Corp

Energy
845
+ 1.61%
$145.57 - $161.83 $123K - $137K
53.2K $8.26B
PEP
Pepsico Inc

Consumer Defensive
1.77K
+ 3.32%
$133.81 - $152.16 $237K - $269K
55K $7.73B
NEM
Newmont Corp

Basic Materials
1.2K
+ 5.35%
$57.35 - $85.25 $68.8K - $102K
23.6K $1.99B
TJX
Tjx Companies Inc

Consumer Cyclical
1.9K
+ 9.95%
$121.35 - $144.54 $230K - $274K
20.9K $3.03B
IEMG
Ishares Inc

ETFs
6.3K
+ 18.33%
N/A
40.7K $2.68B
PULS
Pgim ETF Tr

ETFs
12.2K
+ 19.43%
$49.58 - $49.83 $607K - $610K
75.2K $3.75B
LEN
Lennar Corp

Consumer Cyclical
1.6K
+ 6.72%
$107.73 - $142.4 $173K - $228K
25.5K $3.21B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.19K
+ 6.57%
$72.57 - $74.72 $449K - $462K
100K $7.46B
XOM
Exxon Mobil Corp

Energy
1.33K
+ 1.78%
$105.83 - $117.22 $141K - $156K
76.3K $8.61B
AMAT
Applied Materials Inc

Technology
759
+ 4.53%
$156.25 - $204.95 $119K - $156K
17.5K $3.59B
IVV
Ishares Core S&P 500 ETF

ETFs
56
+ 0.66%
$620.67 - $670.08 $34.8K - $37.5K
8.57K $5.74B
ALL
Allstate Corp

Financial Services
1.04K
+ 8.0%
$192.0 - $214.65 $199K - $223K
14K $3B
V
Visa Inc.

Financial Services
1.78K
+ 11.4%
$332.09 - $358.86 $591K - $639K
17.4K $5.94B
TSCO
Tractor Supply CO

Consumer Cyclical
2.83K
+ 5.47%
$54.08 - $62.65 $153K - $177K
54.5K $3.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
392
+ 1.33%
$108.97 - $121.65 $42.7K - $47.7K
29.9K $3.61B
TROW
Price T Rowe Group Inc

Financial Services
1.77K
+ 6.17%
$98.67 - $111.52 $174K - $197K
30.4K $3.12B
FAST
Fastenal CO

Industrials
835
+ 1.89%
$42.47 - $50.39 $35.5K - $42.1K
45K $2.21B
MA
Mastercard Inc

Financial Services
493
+ 7.97%
$550.18 - $598.96 $271K - $295K
6.68K $3.8B
BBY
Best Buy CO Inc

Consumer Cyclical
554
+ 2.1%
$64.12 - $78.46 $35.5K - $43.5K
26.9K $2.03B
HSY
Hershey CO

Consumer Defensive
291
+ 3.11%
$161.95 - $193.45 $47.1K - $56.3K
9.65K $1.81B
RF
Regions Financial Corp

Financial Services
3.85K
+ 7.58%
$24.03 - $27.41 $92.6K - $106K
54.7K $1.44B
BMY
Bristol Myers Squibb CO

Healthcare
6.78K
+ 11.45%
$43.31 - $48.98 $294K - $332K
66K $2.97B
HPQ
Hp Inc

Technology
2.86K
+ 5.18%
$24.45 - $29.35 $69.9K - $83.9K
58K $1.58B
AMGN
Amgen Inc

Healthcare
691
+ 6.76%
$271.18 - $309.22 $187K - $214K
10.9K $3.08B
COP
Conocophillips

Energy
1.53K
+ 10.85%
$91.0 - $98.99 $139K - $151K
15.6K $1.48B
Ishares U.S. Thematic Rotation Active ETF
3.04K
+ 8.14%
N/A
40.3K $1.53B
ABT
Abbott Laboratories

Healthcare
1.8K
+ 8.85%
$120.51 - $136.62 $216K - $245K
22.1K $2.96B
AFL
Aflac Inc

Financial Services
1.09K
+ 10.03%
$98.09 - $111.7 $106K - $121K
11.9K $1.33B
TRV
Travelers Companies, Inc.

Financial Services
486
+ 11.79%
$250.62 - $279.43 $122K - $136K
4.61K $1.29B
IVE
Ishares S&P 500 Value ETF

ETFs
108
+ 0.74%
$194.44 - $206.51 $21K - $22.3K
14.6K $3.02B
PFG
Principal Financial Group Inc

Financial Services
1.42K
+ 10.1%
$75.53 - $82.95 $107K - $117K
15.4K $1.28B
ADP
Automatic Data Processing Inc

Industrials
846
+ 13.17%
$288.69 - $310.94 $244K - $263K
7.27K $2.13B
Ishares Bitcoin Trust ETF
2K
+ 50.0%
N/A
6K $390M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
333
+ 10.68%
$236.25 - $257.69 $78.7K - $85.8K
3.45K $885M
MET
Metlife Inc

Financial Services
439
+ 1.66%
$73.82 - $82.37 $32.4K - $36.2K
26.8K $2.21B
MTB
M&T Bank Corp

Financial Services
195
+ 1.81%
$183.74 - $204.05 $35.8K - $39.8K
10.9K $2.16B
GIS
General Mills Inc

Consumer Defensive
2K
+ 9.55%
$48.44 - $53.83 $96.8K - $108K
22.9K $1.16B
META
Meta Platforms, Inc.

Communication Services
94
+ 13.15%
$695.21 - $791.73 $65.3K - $74.4K
809 $594M
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 3
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