Commonwealth Retirement Investments LLC Incresed Positions in Q3 2024

Commonwealth Retirement Investments LLC

  • $238 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
510
+ 1.08%
$163.84 - $199.33 $83.6K - $102K
47.5K $9.39B
HD
Home Depot, Inc.

Consumer Cyclical
468
+ 2.63%
$333.64 - $405.2 $156K - $190K
18.3K $7.4B
EFV
Msci Eafe Value ETF

ETFs
18.9K
+ 113.27%
$51.72 - $57.96 $976K - $1.09M
35.5K $2.04B
IBM
International Business Machines Corp

Technology
1.09K
+ 7.39%
$175.1 - $223.38 $191K - $244K
15.9K $3.51B
AVGO
Broadcom Inc.

Technology
84.5K
+ 887.35%
$136.27 - $1745.86 $11.5M - $148M
94K $16.2B
JNJ
Johnson & Johnson

Healthcare
870
+ 1.81%
$145.48 - $167.38 $127K - $146K
48.9K $7.92B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.84K
+ 12.44%
$71.45 - $75.64 $631K - $669K
79.9K $6B
UNH
Unitedhealth Group Inc

Healthcare
195
+ 1.93%
$488.01 - $604.18 $95.2K - $118K
10.3K $6.02B
CSCO
Cisco Systems, Inc.

Technology
670
+ 0.57%
$44.74 - $53.22 $30K - $35.7K
119K $6.34B
MO
Altria Group, Inc.

Consumer Defensive
1.21K
+ 1.03%
$45.95 - $54.71 $55.5K - $66.1K
118K $6.04B
AAPL
Apple Inc.

Technology
1.59K
+ 16.03%
$207.23 - $234.82 $330K - $374K
11.5K $2.68B
IVV
Ishares Core S&P 500 ETF

ETFs
174
+ 1.1%
$520.18 - $576.82 $90.5K - $100K
15.9K $9.19B
JPM
Jpmorgan Chase & CO

Financial Services
430
+ 0.88%
$194.9 - $224.8 $83.8K - $96.7K
49.2K $10.4B
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
+ 8.06%
$66.59 - $83.99 $122K - $154K
24.5K $2.05B
PNC
Pnc Financial Services Group, Inc.

Financial Services
341
+ 2.31%
$156.14 - $187.2 $53.2K - $63.8K
15.1K $2.79B
TFC
Truist Financial Corp

Financial Services
4.3K
+ 5.81%
$38.22 - $44.94 $164K - $193K
78.3K $3.35B
MET
Metlife Inc

Financial Services
669
+ 2.05%
$67.96 - $82.48 $45.5K - $55.2K
33.2K $2.74B
MTB
M&T Bank Corp

Financial Services
365
+ 2.74%
$146.49 - $179.85 $53.5K - $65.6K
13.7K $2.44B
XOM
Exxon Mobil Corp

Energy
1.82K
+ 2.49%
$109.72 - $119.0 $199K - $216K
74.7K $8.76B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.37K
+ 42.14%
$56.04 - $62.99 $301K - $338K
18.1K $1.11B
LEN
Lennar Corp

Consumer Cyclical
476
+ 8.28%
$142.5 - $192.45 $67.8K - $91.6K
6.23K $1.17B
CME
Cme Group Inc.

Financial Services
255
+ 2.5%
$193.43 - $220.62 $49.3K - $56.3K
10.4K $2.3B
PG
Procter & Gamble CO

Consumer Defensive
323
+ 1.14%
$160.76 - $177.82 $51.9K - $57.4K
28.7K $4.97B
ALL
Allstate Corp

Financial Services
479
+ 8.98%
$158.43 - $192.86 $75.9K - $92.4K
5.81K $1.1B
CF
Cf Industries Holdings, Inc.

Basic Materials
1.17K
+ 9.47%
$69.38 - $85.8 $81.1K - $100K
13.5K $1.16B
UNP
Union Pacific Corp

Industrials
98
+ 0.92%
$221.78 - $256.09 $21.7K - $25.1K
10.8K $2.66B
AMGN
Amgen Inc

Healthcare
548
+ 8.78%
$309.38 - $337.38 $170K - $185K
6.79K $2.19B
FAST
Fastenal CO

Industrials
609
+ 2.82%
$62.09 - $71.83 $37.8K - $43.7K
22.2K $1.59B
TXN
Texas Instruments Inc

Technology
227
+ 1.53%
$194.6 - $194.6 $44.2K - $44.2K
15K $3.1B
ADP
Automatic Data Processing Inc

Industrials
78
+ 1.58%
$233.44 - $279.45 $18.2K - $21.8K
5.02K $1.39B
MA
Mastercard Inc

Financial Services
91
+ 2.99%
$429.6 - $500.99 $39.1K - $45.6K
3.14K $1.55B
PAYX
Paychex Inc

Industrials
173
+ 1.49%
$116.17 - $135.19 $20.1K - $23.4K
11.8K $1.58B
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.16%
$801.83 - $917.05 $6.41K - $7.34K
5.09K $4.51B
Ishares Bitcoin Trust ETF
5K
+ 83.33%
N/A
11K $397M
QUAL
Ishares Msci Usa Quality Facto

ETFs
343
+ 2.29%
$162.64 - $179.3 $55.8K - $61.5K
15.3K $2.75B
V
Visa Inc.

Financial Services
267
+ 2.97%
$253.74 - $291.56 $67.7K - $77.8K
9.24K $2.54B
IVW
Ishares S&P 500 Growth ETF

ETFs
916
+ 3.03%
$84.77 - $97.13 $77.6K - $89K
31.1K $2.98B
DRI
Darden Restaurants Inc

Consumer Cyclical
629
+ 10.2%
$138.06 - $172.74 $86.8K - $109K
6.8K $1.12B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.09K
+ 2.25%
$44.24 - $49.47 $48.1K - $53.8K
49.5K $2.45B
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 22.67%
$161.02 - $200.0 $171K - $212K
5.75K $1.07B
TSCO
Tractor Supply CO

Consumer Cyclical
314
+ 8.99%
$251.95 - $290.93 $79.1K - $91.4K
3.81K $1.11B
PEP
Pepsico Inc

Consumer Defensive
181
+ 0.7%
$161.9 - $179.3 $29.3K - $32.5K
26K $4.42B
UPS
United Parcel Service Inc

Industrials
1.26K
+ 4.25%
$123.32 - $147.38 $155K - $185K
30.8K $4.2B
TJX
Tjx Companies Inc

Consumer Cyclical
581
+ 6.17%
$107.93 - $120.23 $62.7K - $69.9K
10K $1.18B
META
Meta Platforms, Inc.

Communication Services
118
+ 11.92%
$453.41 - $572.44 $53.5K - $67.5K
1.11K $634M
WMT
Walmart Inc.

Consumer Defensive
415
+ 5.35%
$66.91 - $81.4 $27.8K - $33.8K
8.17K $659M
LHX
L3 Harris Technologies, Inc.

Industrials
139
+ 1.99%
$221.96 - $243.27 $30.9K - $33.8K
7.13K $1.69B
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.15%
$181.06 - $197.17 $2.17K - $2.37K
7.82K $1.54B
D
Dominion Energy, Inc

Utilities
680
+ 8.33%
$48.01 - $58.53 $32.6K - $39.8K
8.84K $511M
Activity Summary
Buys All Purchases 61 New Holdings 3 Increased Positions 58 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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