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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.58B
$2.73 Billion 1.04% of portfolio
51,713
Q2 2025 Added 134.62%

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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