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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$18 Billion 6.86% of portfolio
65,412
Q2 2025 Reduced 23.41%
$3.95T
$12.9 Billion 4.91% of portfolio
25,960
Q2 2025 Reduced 1.58%
$859B
$10.5 Billion 3.99% of portfolio
36,192
Q2 2025 Reduced 26.33%
$351B
$9.71 Billion 3.69% of portfolio
52,296
Q2 2025 Added 4.53%
$442B
$8.08 Billion 3.07% of portfolio
74,999
Q2 2025 Reduced 6.45%
$405B
$7.96 Billion 3.03% of portfolio
21,712
Q2 2025 Added 18.92%
$302B
$7.49 Billion 2.85% of portfolio
52,336
Q2 2025 Reduced 2.95%
$202B
$7.03 Billion 2.68% of portfolio
53,274
Q2 2025 Added 104.41%
$203B
$7.02 Billion 2.67% of portfolio
88,667
Q2 2025 Added 249.47%
$118B
$6.5 Billion 2.47% of portfolio
110,937
Q2 2025 Reduced 7.38%
$452B
$6.14 Billion 2.34% of portfolio
40,218
Q2 2025 Reduced 22.64%
$113B
$5.89 Billion 2.24% of portfolio
12,709
Q2 2025 Added 31.41%
$551B
$5.55 Billion 2.11% of portfolio
15,622
Q2 2025 Added 62.19%
$63.8B
$4.73 Billion 1.8% of portfolio
46,886
Q2 2025 Added 36.68%
$293B
$4.14 Billion 1.57% of portfolio
59,681
Q2 2025 Reduced 50.34%
$548B
$3.47 Billion 1.32% of portfolio
6,183
Q2 2025 Added 89.66%
$162B
$3.07 Billion 1.17% of portfolio
16,771
Q2 2025 Added 82.65%
$152B
$2.85 Billion 1.09% of portfolio
10,223
Q2 2025 Added 22.14%
$229B
$2.76 Billion 1.05% of portfolio
20,274
Q2 2025 New
$24.3B
$2.76 Billion 1.05% of portfolio
28,651
Q2 2025 New
$99B
$2.74 Billion 1.04% of portfolio
59,183
Q2 2025 Added 24.61%
$6.58B
$2.73 Billion 1.04% of portfolio
51,713
Q2 2025 Added 134.62%
$31.7B
$2.64 Billion 1.0% of portfolio
23,886
Q2 2025 Added 204.86%
$55.9B
$2.61 Billion 0.99% of portfolio
12,960
Q2 2025 Added 103.45%
$3.69T
$2.52 Billion 0.96% of portfolio
12,304
Q2 2025 Added 0.05%
$368B
$2.45 Billion 0.93% of portfolio
15,409
Q2 2025 Reduced 48.53%
$439B
$2.37 Billion 0.9% of portfolio
2,392
Q2 2025 Reduced 53.35%
$155B
$2.35 Billion 0.89% of portfolio
19,050
Q2 2025 Added 75.45%
$61.1B
$2.12 Billion 0.81% of portfolio
26,383
Q2 2025 Reduced 22.49%
$33B
$2.09 Billion 0.79% of portfolio
10,752
Q2 2025 Reduced 22.24%
$124B
$1.98 Billion 0.75% of portfolio
6,422
Q2 2025 Added 22.46%
$27.8B
$1.86 Billion 0.71% of portfolio
44,198
Q2 2025 Added 92.43%
$45.1B
$1.8 Billion 0.68% of portfolio
13,951
Q2 2025 Reduced 3.55%
$15.8B
$1.77 Billion 0.67% of portfolio
26,348
Q2 2025 Reduced 3.29%
$48.7B
$1.68 Billion 0.64% of portfolio
11,533
Q2 2025 Reduced 3.73%
$39.1B
$1.67 Billion 0.63% of portfolio
15,514
Q2 2025 Added 4.53%
$25.9B
$1.55 Billion 0.59% of portfolio
9,361
Q2 2025 Added 9.2%
$25.1B
$1.48 Billion 0.56% of portfolio
6,772
Q2 2025 Reduced 9.08%
$16.5B
$1.43 Billion 0.54% of portfolio
15,505
Q2 2025 Added 5.45%
$95.6B
$1.38 Billion 0.53% of portfolio
6,037
Q2 2025 Reduced 3.99%
$27.5B
$1.35 Billion 0.51% of portfolio
55,122
Q2 2025 Added 6.83%
$35.6B
$1.33 Billion 0.51% of portfolio
18,908
Q2 2025 New
$54.7B
$1.31 Billion 0.5% of portfolio
22,405
Q2 2025 New
$84.1B
$1.29 Billion 0.49% of portfolio
19,117
Q2 2025 New
$120B
$1.26 Billion 0.48% of portfolio
14,084
Q2 2025 New
$23.7B
$1.19 Billion 0.45% of portfolio
50,805
Q2 2025 New
$69.2B
$1.15 Billion 0.44% of portfolio
9,628
Q2 2025 New
$65.4B
$1.14 Billion 0.43% of portfolio
10,820
Q2 2025 New
$48.9B
$1.14 Billion 0.43% of portfolio
11,563
Q2 2025 New

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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