Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $263 Billion
  • Q2 2025

Commonwealth Retirement Investments LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $18B, Microsoft Corp with a value of $12.9B, Jpmorgan Chase & CO with a value of $10.5B, Abb Vie Inc. with a value of $9.71B, and Exxon Mobil Corp with a value of $8.08B.

Examining the 13F form we can see an increase of $17B in the current position value, from $246B to 263B.

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 $263 Billion
Technology: $46.9 Billion
ETFs: $43.8 Billion
Financial Services: $40 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $26.3 Billion
Industrials: $20.7 Billion
Consumer Cyclical: $19.9 Billion
Energy: $18 Billion
Other: $4.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.41 Billion 0.54% of portfolio
53,156
Q2 2025 Reduced 6.87%
$18B
$1.43 Billion 0.54% of portfolio
15,505
Q2 2025 Added 5.45%
$90.1B
$1.38 Billion 0.53% of portfolio
6,037
Q2 2025 Reduced 3.99%
$27.8B
$1.35 Billion 0.51% of portfolio
55,122
Q2 2025 Added 6.83%
$35.4B
$1.33 Billion 0.51% of portfolio
18,908
Q2 2025 New
Ishares U.S. Thematic Rotation Active ETF
-
$1.33 Billion 0.5% of portfolio
-
Q2 2025 New
$0
$1.32 Billion 0.5% of portfolio
4,337
Q2 2025 Added 96.33%
$67.1B
$1.31 Billion 0.5% of portfolio
22,405
Q2 2025 New
$85.8B
$1.29 Billion 0.49% of portfolio
19,117
Q2 2025 New
$122B
$1.26 Billion 0.48% of portfolio
14,084
Q2 2025 New
$24.8B
$1.19 Billion 0.45% of portfolio
50,805
Q2 2025 New
$66.4B
$1.15 Billion 0.44% of portfolio
9,628
Q2 2025 New
$70.4B
$1.14 Billion 0.43% of portfolio
10,820
Q2 2025 New
$40.9B
$1.14 Billion 0.43% of portfolio
11,563
Q2 2025 New
$64.8B
$1.1 Billion 0.42% of portfolio
4,121
Q2 2025 New
$20.6B
$1.11 Billion 0.42% of portfolio
14,015
Q2 2025 New
$29.5B
$1.08 Billion 0.41% of portfolio
20,936
Q2 2025 New
$88.7B
$1.03 Billion 0.39% of portfolio
11,337
Q2 2025 Reduced 4.43%
$151B
$1.03 Billion 0.39% of portfolio
1,155
Q2 2025 Reduced 4.47%
$0
$964 Million 0.37% of portfolio
5,562
Q2 2025 Reduced 24.22%
$2.26T
$939 Million 0.36% of portfolio
4,279
Q2 2025 Added 54.09%
Pgim Ultra Short Municipal Bond ETF
-
$954 Million 0.36% of portfolio
-
Q2 2025 New
$60.9B
$913 Million 0.35% of portfolio
21,235
Q2 2025 Reduced 72.79%
$38.4B
$895 Million 0.34% of portfolio
2,984
Q4 2022 New
$134B
$884 Million 0.34% of portfolio
36,481
Q2 2025 Reduced 8.87%
$280B
$809 Million 0.31% of portfolio
8,277
Q2 2025 Added 0.1%
$126B
$822 Million 0.31% of portfolio
3,452
Q2 2025 Reduced 23.19%
$251B
$740 Million 0.28% of portfolio
2,510
Q2 2025 Reduced 85.05%
$0
$749 Million 0.28% of portfolio
3,118
Q2 2025 Added 3.11%
$0
$720 Million 0.27% of portfolio
1,165
Q2 2025 Reduced 8.84%
$97.9B
$701 Million 0.27% of portfolio
2,545
Q2 2025 Reduced 76.79%
$0
$711 Million 0.27% of portfolio
1,674
Q1 2023 Reduced 16.72%
$145B
$720 Million 0.27% of portfolio
3,131
Q2 2025 Reduced 72.43%
$0
$602 Million 0.23% of portfolio
4,513
Q2 2025 Added 13.36%
$81.5B
$613 Million 0.23% of portfolio
3,286
Q2 2025 Reduced 78.72%
$176B
$571 Million 0.22% of portfolio
6,255
Q2 2025 Reduced 81.95%
$644B
$568 Million 0.22% of portfolio
1,169
Q2 2025 Added 0.78%
Ishares A.I. Innovation And Tech Active ETF
-
$515 Million 0.2% of portfolio
-
Q2 2025 New
$1.75T
$528 Million 0.2% of portfolio
715
Q2 2025 New
$177B
$507 Million 0.19% of portfolio
2,443
Q2 2025 Reduced 84.48%
$56.8B
$490 Million 0.19% of portfolio
1,952
Q2 2025 Reduced 74.12%
$50.7B
$479 Million 0.18% of portfolio
8,475
Q2 2025 Added 0.12%
$122B
$457 Million 0.17% of portfolio
1,500
Q2 2025 Reduced 45.45%
$96B
$447 Million 0.17% of portfolio
1,023
Q2 2025 New
$40B
$448 Million 0.17% of portfolio
5,497
Q2 2025 Reduced 4.6%
$69.4B
$424 Million 0.16% of portfolio
1,657
Q2 2025 Reduced 4.61%
$0
$390 Million 0.15% of portfolio
707
Q2 2025 Added 34.16%
$0
$365 Million 0.14% of portfolio
5,707
Q2 2025 Added 29.7%
$0
$378 Million 0.14% of portfolio
1,849
Q2 2025 Reduced 4.64%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $263 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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