Commonwealth Retirement Investments LLC Incresed Positions in Q1 2025

Commonwealth Retirement Investments LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
16.3K
+ 43.4%
$146.71 - $167.97 $2.39M - $2.74M
53.9K $9.02B
JNJ
Johnson & Johnson

Healthcare
5.15K
+ 10.99%
$142.06 - $167.7 $731K - $863K
52K $8.62B
ABBV
Abb Vie Inc.

Healthcare
1.14K
+ 2.33%
$169.2 - $216.66 $193K - $247K
50K $10.5B
XOM
Exxon Mobil Corp

Energy
4.1K
+ 5.4%
$105.44 - $118.93 $433K - $488K
80.2K $9.53B
MO
Altria Group, Inc.

Consumer Defensive
1.97K
+ 1.67%
$50.81 - $60.02 $100K - $118K
120K $7.19B
AMGN
Amgen Inc

Healthcare
1.51K
+ 22.01%
$258.59 - $327.36 $390K - $494K
8.37K $2.61B
PULS
Pgim ETF Tr

ETFs
13.5K
+ 46.51%
$49.56 - $49.78 $671K - $674K
42.6K $2.12B
IBM
International Business Machines Corp

Technology
477
+ 2.92%
$217.4 - $264.74 $104K - $126K
16.8K $4.18B
IVE
Ishares S&P 500 Value ETF

ETFs
3.08K
+ 39.36%
$185.78 - $198.58 $573K - $612K
10.9K $2.08B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.89K
+ 24.32%
$168.16 - $186.21 $654K - $724K
19.9K $3.4B
CME
Cme Group Inc.

Financial Services
241
+ 2.25%
$225.82 - $266.54 $54.4K - $64.2K
11K $2.91B
UNH
Unitedhealth Group Inc

Healthcare
394
+ 3.77%
$461.52 - $548.18 $182K - $216K
10.9K $5.69B
V
Visa Inc.

Financial Services
176
+ 1.86%
$306.92 - $362.71 $54K - $63.8K
9.63K $3.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.16K
+ 3.65%
$71.17 - $73.66 $225K - $233K
89.7K $6.59B
CSCO
Cisco Systems, Inc.

Technology
989
+ 0.83%
$58.74 - $64.87 $58.1K - $64.2K
120K $7.42B
PFE
Pfizer Inc

Healthcare
14.8K
+ 58.5%
$25.01 - $27.13 $370K - $401K
40K $1.01B
SCHW
Schwab Charles Corp

Financial Services
2.46K
+ 7.63%
$71.24 - $83.64 $175K - $205K
34.6K $2.71B
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.08%
$225.19 - $279.95 $8.56K - $10.6K
49.1K $12.1B
HSY
Hershey CO

Consumer Defensive
1.55K
+ 22.06%
$144.74 - $186.36 $224K - $289K
8.57K $1.47B
BMY
Bristol Myers Squibb CO

Healthcare
973
+ 2.09%
$53.9 - $63.11 $52.4K - $61.4K
47.5K $2.9B
IEMG
Ishares Inc

ETFs
4.57K
+ 42.94%
N/A
15.2K $820M
KMB
Kimberly Clark Corp

Consumer Defensive
344
+ 2.44%
$124.46 - $147.4 $42.8K - $50.7K
14.5K $2.06B
DRI
Darden Restaurants Inc

Consumer Cyclical
220
+ 3.04%
$180.02 - $208.56 $39.6K - $45.9K
7.45K $1.55B
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 0.96%
$890.62 - $1076.86 $43.6K - $52.8K
5.13K $4.85B
UPS
United Parcel Service Inc

Industrials
5.88K
+ 20.7%
$109.66 - $136.26 $645K - $802K
34.3K $3.77B
PG
Procter & Gamble CO

Consumer Defensive
579
+ 1.97%
$158.56 - $176.26 $91.8K - $102K
29.9K $5.1B
PAYX
Paychex Inc

Industrials
15
+ 0.13%
$136.06 - $154.52 $2.04K - $2.32K
12K $1.85B
FAST
Fastenal CO

Industrials
511
+ 2.28%
$71.11 - $79.98 $36.3K - $40.9K
23K $1.78B
UNP
Union Pacific Corp

Industrials
255
+ 2.3%
$225.21 - $254.42 $57.4K - $64.9K
11.4K $2.68B
ALL
Allstate Corp

Financial Services
271
+ 4.44%
$180.99 - $210.18 $49K - $57K
6.37K $1.32B
TSCO
Tractor Supply CO

Consumer Cyclical
1.46K
+ 7.1%
$51.66 - $57.94 $75.5K - $84.7K
22K $1.21B
ADP
Automatic Data Processing Inc

Industrials
141
+ 2.76%
$286.85 - $318.64 $40.4K - $44.9K
5.24K $1.6B
MA
Mastercard Inc

Financial Services
67
+ 2.1%
$504.67 - $576.31 $33.8K - $38.6K
3.26K $1.79B
Lam Research Corp Com New
897
+ 4.09%
N/A
22.8K $1.66B
TJX
Tjx Companies Inc

Consumer Cyclical
331
+ 3.14%
$112.81 - $126.16 $37.3K - $41.8K
10.9K $1.32B
LHX
L3 Harris Technologies, Inc.

Industrials
266
+ 3.66%
$194.65 - $222.86 $51.8K - $59.3K
7.54K $1.58B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
154
+ 5.37%
$196.12 - $229.48 $30.2K - $35.3K
3.02K $611M
LEN
Lennar Corp

Consumer Cyclical
1.31K
+ 20.13%
$113.93 - $141.54 $150K - $186K
7.84K $899M
WMT
Walmart Inc.

Consumer Defensive
102
+ 1.25%
$84.5 - $105.05 $8.62K - $10.7K
8.27K $726M
MET
Metlife Inc

Financial Services
442
+ 1.32%
$77.7 - $87.0 $34.3K - $38.5K
34K $2.73B
TXN
Texas Instruments Inc

Technology
474
+ 3.1%
N/A
15.7K $2.83B
PRU
Prudential Financial Inc

Financial Services
472
+ 3.28%
$105.04 - $122.33 $49.6K - $57.7K
14.8K $1.66B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.52K
+ 3.0%
$48.06 - $53.73 $72.9K - $81.5K
52K $2.54B
CF
Cf Industries Holdings, Inc.

Basic Materials
543
+ 3.83%
$75.03 - $97.25 $40.7K - $52.8K
14.7K $1.15B
MTB
M&T Bank Corp

Financial Services
278
+ 2.05%
$170.47 - $201.98 $47.4K - $56.2K
13.8K $2.47B
AMAT
Applied Materials Inc

Technology
374
+ 4.25%
$145.06 - $195.51 $54.3K - $73.1K
9.18K $1.33B
IYW
Ishares Dj Us Tech ETF

ETFs
190
+ 2.66%
$140.44 - $166.79 $26.7K - $31.7K
7.34K $1.03B
TFC
Truist Financial Corp

Financial Services
48
+ 0.06%
$39.48 - $48.15 $1.9K - $2.31K
78K $3.21B
PNC
Pnc Financial Services Group, Inc.

Financial Services
305
+ 2.02%
$168.84 - $202.89 $51.5K - $61.9K
15.4K $2.71B
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 1
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