Commonwealth Retirement Investments LLC Portfolio Holdings by Sector

Commonwealth Retirement Investments LLC

$263 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND IVV QUAL EFV IVW PULS DYNF IVE 25 stocks	$43.8 Million 17.1% of portfolio	11	9	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV MRK JNJ AMGN BMY PFE NVS GILD 8 stocks	$29.8 Million 11.63% of portfolio	4	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO MCHP ADI TXN 4 stocks	$20.7 Million 8.07% of portfolio	1	3	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$15.6 Million 6.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$12.9 Million 5.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$10.5 Million 4.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF 3 stocks	$9.26 Million 3.61% of portfolio	3	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$7.96 Million 3.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$7.03 Million 2.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$6.77 Million 2.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT LHX 2 stocks	$6.38 Million 2.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET PRU AFL 3 stocks	$4.93 Million 1.92% of portfolio	2	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW PFG BK 3 stocks	$4.91 Million 1.92% of portfolio	2	1	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB RF TFC PNC 4 stocks	$4.81 Million 1.88% of portfolio	1	3	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$4.73 Million 1.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO BBY 2 stocks	$4.5 Million 1.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST TGT WMT 3 stocks	$4.32 Million 1.68% of portfolio	2	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$4.25 Million 1.66% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$4.14 Million 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$4.11 Million 1.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL TRV 2 stocks	$3.71 Million 1.45% of portfolio	2	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$3.66 Million 1.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3.2 Million 1.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$2.84 Million 1.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$2.76 Million 1.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$2.64 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.52 Million 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$2.42 Million 0.94% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2.35 Million 0.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$1.86 Million 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI 1 stocks	$1.48 Million 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$1.43 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$1.38 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ 1 stocks	$1.35 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$1.31 Million 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FIS 2 stocks	$1.19 Million 0.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$1.14 Million 0.45% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1.11 Million 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$1.08 Million 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$938,770 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$894,752 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$701,453 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$570,708 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$567,865 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$527,957 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D 1 stocks	$479,030 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$447,470 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$349,513 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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Commonwealth Retirement Investments LLC Portfolio Holdings by Sector

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