Commonwealth Retirement Investments LLC Incresed Positions in Q2 2025

Commonwealth Retirement Investments LLC

  • $263 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
63.3K
+ 249.47%
$73.47 - $87.12 $4.65M - $5.51M
88.7K $7.02B
PEP
Pepsico Inc

Consumer Defensive
27.2K
+ 104.41%
$128.02 - $151.37 $3.48M - $4.12M
53.3K $7.03B
V
Visa Inc.

Financial Services
5.99K
+ 62.19%
$308.27 - $373.31 $1.85M - $2.24M
15.6K $5.55B
Lam Research Corp Com New
14.2K
+ 62.18%
N/A
37K $3.6B
LEN
Lennar Corp

Consumer Cyclical
16.1K
+ 204.86%
$102.76 - $115.66 $1.65M - $1.86M
23.9K $2.64B
AMAT
Applied Materials Inc

Technology
7.59K
+ 82.65%
$126.95 - $183.52 $963K - $1.39M
16.8K $3.07B
MA
Mastercard Inc

Financial Services
2.92K
+ 89.66%
$479.92 - $590.74 $1.4M - $1.73M
6.18K $3.47B
LMT
Lockheed Martin Corp

Industrials
3.04K
+ 31.41%
$430.82 - $486.45 $1.31M - $1.48M
12.7K $5.89B
TSCO
Tractor Supply CO

Consumer Cyclical
29.7K
+ 134.62%
$47.86 - $55.77 $1.42M - $1.65M
51.7K $2.73B
EFV
Msci Eafe Value ETF

ETFs
18.3K
+ 53.47%
$52.4 - $64.65 $959K - $1.18M
52.6K $3.34B
HD
Home Depot, Inc.

Consumer Cyclical
3.46K
+ 18.92%
$335.24 - $380.78 $1.16M - $1.32M
21.7K $7.96B
IEMG
Ishares Inc

ETFs
19.2K
+ 126.28%
N/A
34.4K $2.06B
TJX
Tjx Companies Inc

Consumer Cyclical
8.19K
+ 75.45%
$119.13 - $135.03 $976K - $1.11M
19.1K $2.35B
PULS
Pgim ETF Tr

ETFs
20.3K
+ 47.67%
$49.39 - $49.76 $1M - $1.01M
63K $3.13B
UPS
United Parcel Service Inc

Industrials
12.6K
+ 36.68%
$91.92 - $110.2 $1.16M - $1.39M
46.9K $4.73B
IVE
Ishares S&P 500 Value ETF

ETFs
3.59K
+ 32.94%
$168.34 - $195.42 $605K - $702K
14.5K $2.83B
OEF
Ishares S&P 100 ETF

ETFs
2.13K
+ 96.33%
N/A
4.34K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
1.5K
+ 54.09%
$167.32 - $223.3 $251K - $335K
4.28K $939M
ADP
Automatic Data Processing Inc

Industrials
1.18K
+ 22.46%
$276.76 - $326.81 $326K - $385K
6.42K $1.98B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.45K
+ 4.96%
$72.02 - $73.82 $321K - $329K
94.2K $6.93B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
137
+ 0.26%
$43.53 - $54.46 $5.96K - $7.46K
52.2K $2.84B
CF
Cf Industries Holdings, Inc.

Basic Materials
801
+ 5.45%
$68.47 - $102.48 $54.8K - $82.1K
15.5K $1.43B
AMGN
Amgen Inc

Healthcare
1.85K
+ 22.14%
$262.28 - $309.85 $486K - $574K
10.2K $2.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
180
+ 34.16%
$416.06 - $551.64 $74.9K - $99.3K
707 $390M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
94
+ 3.11%
$180.84 - $240.32 $17K - $22.6K
3.12K $749M
DGRO
Ishares Core Dividend Growth E

ETFs
1.31K
+ 29.7%
$55.22 - $63.94 $72.2K - $83.6K
5.71K $365M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
532
+ 13.36%
$114.78 - $133.31 $61.1K - $70.9K
4.51K $602M
HSY
Hershey CO

Consumer Defensive
789
+ 9.2%
$151.29 - $173.13 $119K - $137K
9.36K $1.55B
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.1%
$81.79 - $99.98 $654 - $800
8.28K $809M
FAST
Fastenal CO

Industrials
21.2K
+ 92.43%
$40.65 - $83.16 $863K - $1.77M
44.2K $1.86B
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.34%
$149.23 - $184.95 $746 - $925
1.47K $267M
PRU
Prudential Financial Inc

Financial Services
672
+ 4.53%
$95.12 - $112.71 $63.9K - $75.7K
15.5K $1.67B
D
Dominion Energy, Inc

Utilities
10
+ 0.12%
$49.66 - $58.0 $497 - $580
8.48K $479M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.78%
$483.48 - $539.8 $4.35K - $4.86K
1.17K $568M
HPQ
Hp Inc

Technology
3.53K
+ 6.83%
$21.88 - $29.32 $77.1K - $103K
55.1K $1.35B
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
+ 24.61%
$44.12 - $59.6 $516K - $697K
59.2K $2.74B
AAPL
Apple Inc.

Technology
6
+ 0.05%
$172.42 - $223.89 $1.03K - $1.34K
12.3K $2.52B
ABBV
Abb Vie Inc.

Healthcare
2.27K
+ 4.53%
$170.16 - $206.27 $386K - $468K
52.3K $9.71B
Activity Summary
Buys All Purchases 60 New Holdings 21 Increased Positions 39 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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