Commonwealth Retirement Investments LLC Reduced Holdings in Q2 2025

Commonwealth Retirement Investments LLC

  • $263 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-14.3K
- 85.05%
$221.03 - $294.78 $3.16M - $4.21M
2.51K $740M
CSCO
Cisco Systems, Inc.

Technology
-60.5K
- 50.34%
$53.19 - $69.38 $3.22M - $4.2M
59.7K $4.14B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.72K
- 40.17%
$498.8 - $620.9 $2.85M - $3.55M
8.52K $5.29B
PG
Procter & Gamble CO

Consumer Defensive
-14.5K
- 48.53%
$157.66 - $172.39 $2.29M - $2.5M
15.4K $2.45B
GILD
Gilead Sciences, Inc.

Healthcare
-22.7K
- 91.79%
$96.91 - $113.0 $2.2M - $2.57M
2.03K $225M
UNH
Unitedhealth Group Inc

Healthcare
-585
- 5.39%
$274.35 - $599.47 $160K - $351K
10.3K $3.2B
COST
Costco Wholesale Corp

Consumer Defensive
-2.74K
- 53.35%
$908.13 - $1056.85 $2.48M - $2.89M
2.39K $2.37B
JNJ
Johnson & Johnson

Healthcare
-11.8K
- 22.64%
$146.36 - $159.82 $1.72M - $1.88M
40.2K $6.14B
TXN
Texas Instruments Inc

Technology
-13.3K
- 84.48%
N/A
2.44K $507M
TFC
Truist Financial Corp

Financial Services
-56.8K
- 72.79%
$34.79 - $42.99 $1.98M - $2.44M
21.2K $913M
SCHW
Schwab Charles Corp

Financial Services
-28.4K
- 81.95%
$69.06 - $91.24 $1.96M - $2.59M
6.26K $571M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-12.2K
- 78.72%
$149.76 - $186.42 $1.82M - $2.27M
3.29K $613M
UNP
Union Pacific Corp

Industrials
-8.23K
- 72.43%
$208.27 - $238.46 $1.71M - $1.96M
3.13K $720M
JPM
Jpmorgan Chase & CO

Financial Services
-12.9K
- 26.33%
$210.28 - $289.91 $2.72M - $3.75M
36.2K $10.5B
CVX
Chevron Corp

Energy
-1.59K
- 2.95%
$133.73 - $168.51 $213K - $268K
52.3K $7.49B
XOM
Exxon Mobil Corp

Energy
-5.17K
- 6.45%
$99.93 - $119.04 $517K - $616K
75K $8.08B
LHX
L3 Harris Technologies, Inc.

Industrials
-5.59K
- 74.12%
$200.21 - $256.99 $1.12M - $1.44M
1.95K $490M
MO
Altria Group, Inc.

Consumer Defensive
-8.85K
- 7.38%
$55.56 - $60.91 $491K - $539K
111K $6.5B
MET
Metlife Inc

Financial Services
-7.66K
- 22.49%
$68.42 - $82.49 $524K - $632K
26.4K $2.12B
MTB
M&T Bank Corp

Financial Services
-3.08K
- 22.24%
$156.58 - $193.99 $481K - $597K
10.8K $2.09B
GLD
Spdr Gold Trust

ETFs
-1.25K
- 45.45%
$273.71 - $316.29 $342K - $395K
1.5K $457M
KMB
Kimberly Clark Corp

Consumer Defensive
-514
- 3.55%
$126.84 - $145.22 $65.2K - $74.6K
14K $1.8B
BBY
Best Buy CO Inc

Consumer Cyclical
-897
- 3.29%
$56.17 - $75.73 $50.4K - $67.9K
26.3K $1.77B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.92K
- 6.87%
$24.32 - $27.87 $95.4K - $109K
53.2K $1.41B
PAYX
Paychex Inc

Industrials
-447
- 3.73%
$137.01 - $159.78 $61.2K - $71.4K
11.5K $1.68B
PFE
Pfizer Inc

Healthcare
-3.55K
- 8.87%
$21.59 - $24.84 $76.6K - $88.2K
36.5K $884M
ADI
Analog Devices Inc

Technology
-1.04K
- 23.19%
$164.6 - $238.02 $172K - $248K
3.45K $822M
WM
Waste Management Inc

Industrials
-251
- 3.99%
$216.47 - $242.1 $54.3K - $60.8K
6.04K $1.38B
DRI
Darden Restaurants Inc

Consumer Cyclical
-676
- 9.08%
$186.58 - $225.78 $126K - $153K
6.77K $1.48B
IYW
Ishares Dj Us Tech ETF

ETFs
-1.78K
- 24.22%
$122.57 - $173.27 $218K - $308K
5.56K $964M
VIG
Vanguard Dividend Appreciation

ETFs
-90
- 4.64%
N/A
1.85K $378M
SPY
Spdr S&P 500 ETF Trust

ETFs
-113
- 8.84%
$496.48 - $617.85 $56.1K - $69.8K
1.17K $720M
NSC
Norfolk Southern Corp

Industrials
-80
- 4.61%
$206.34 - $257.46 $16.5K - $20.6K
1.66K $424M
FIS
Fidelity National Information Services, Inc.

Technology
-265
- 4.6%
$68.14 - $82.13 $18.1K - $21.8K
5.5K $448M
BK
Bank Of New York Mellon Corp

Financial Services
-526
- 4.43%
$73.31 - $91.62 $38.6K - $48.2K
11.3K $1.03B
EFG
Msci Eafe Growth ETF

ETFs
-9
- 0.07%
$89.8 - $112.0 $808 - $1.01K
12.9K $1.44B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-191
- 0.96%
$152.42 - $182.82 $29.1K - $34.9K
19.7K $3.6B
KLAC
Kla Corp

Technology
-54
- 4.47%
$576.53 - $902.94 $31.1K - $48.8K
1.16K $1.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.74K
- 8.49%
$82.96 - $110.1 $227K - $302K
29.5K $3.25B
MSFT
Microsoft Corp

Technology
-417
- 1.58%
$354.56 - $497.45 $148K - $207K
26K $12.9B
AVGO
Broadcom Inc.

Technology
-20K
- 23.41%
$146.29 - $275.65 $2.92M - $5.51M
65.4K $18B
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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