Commonwealth Retirement Investments
Latest statistics and disclosures from Commonwealth Retirement Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, MSFT, ABBV, JPM, MRK, and represent 21.96% of Commonwealth Retirement Investments's stock portfolio.
- Added to shares of these 10 stocks: IVE, IYE, IEMG, IYT, IYK, MTUM, PULS, IHE, BND, IEDI.
- Started 319 new stock positions in XEL, SOLS, IEDI, VLO, CAT, SCI, RPRX, GE, FSLR, NVT.
- Reduced shares in these 10 stocks: QUAL, CVX, UPS, LRCX, AVGO, SCHD, PFE, IBIT, META, .
- Sold out of its positions in ET, IBIT.
- Commonwealth Retirement Investments was a net buyer of stock by $13M.
- Commonwealth Retirement Investments has $311M in assets under management (AUM), dropping by 5.60%.
- Central Index Key (CIK): 0001963787
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Portfolio Holdings for Commonwealth Retirement Investments
Commonwealth Retirement Investments holds 434 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom Stock (AVGO) | 7.1 | $22M | -2% | 64k | 346.10 |
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| Microsoft Corp Stock (MSFT) | 4.1 | $13M | 27k | 483.61 |
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| Abbvie Stock (ABBV) | 3.8 | $12M | -2% | 52k | 228.49 |
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| Jpmorgan Chase & Co Stock (JPM) | 3.8 | $12M | 37k | 322.22 |
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| Merck & Co Stock (MRK) | 3.1 | $9.7M | 92k | 105.26 |
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| Exxon Mobil Corp Stock (XOM) | 3.0 | $9.3M | 77k | 120.34 |
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| Johnson & Johnson Stock (JNJ) | 2.7 | $8.3M | 40k | 206.95 |
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| Vanguard Total Bond Market Etf Etf (BND) | 2.6 | $7.9M | +6% | 107k | 74.07 |
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| Home Depot Stock (HD) | 2.5 | $7.9M | 23k | 344.09 |
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| Pepsico Stock (PEP) | 2.5 | $7.8M | 54k | 143.52 |
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| Lockheed Martin Corp Stock (LMT) | 2.4 | $7.6M | +2% | 16k | 483.67 |
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| Chevron Corporation Stock (CVX) | 2.3 | $7.1M | -12% | 47k | 152.41 |
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| Altria Group Stock (MO) | 2.1 | $6.6M | 115k | 57.66 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 2.0 | $6.2M | +6% | 9.1k | 684.92 |
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| Visa Inc Com Cl A Stock (V) | 2.0 | $6.2M | 18k | 350.71 |
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| Lam Research Corp Stock (LRCX) | 1.8 | $5.6M | -13% | 33k | 171.18 |
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| Applied Matls Stock (AMAT) | 1.4 | $4.5M | 17k | 256.98 |
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| Pgim Ultra Short Bond Etf Etf (PULS) | 1.4 | $4.4M | +17% | 89k | 49.59 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 1.4 | $4.4M | +40% | 21k | 212.07 |
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| Cisco Sys Stock (CSCO) | 1.4 | $4.3M | -3% | 56k | 77.03 |
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| Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) | 1.4 | $4.2M | +10% | 69k | 60.81 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.3 | $4.1M | +6% | 7.1k | 570.90 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 1.3 | $4.1M | -19% | 41k | 99.19 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 1.3 | $3.9M | +6% | 32k | 123.26 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.2 | $3.7M | +34% | 55k | 67.22 |
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| Bristol-myers Squibb Stock (BMY) | 1.2 | $3.7M | +2% | 68k | 53.94 |
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| Amgen Stock (AMGN) | 1.2 | $3.7M | +2% | 11k | 327.30 |
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| Apple Stock (AAPL) | 1.1 | $3.3M | 12k | 271.86 |
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| Tjx Cos Stock (TJX) | 1.1 | $3.3M | +2% | 21k | 153.61 |
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| Price T Rowe Group Stock (TROW) | 1.1 | $3.3M | +5% | 32k | 102.38 |
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| Allstate Corp Stock (ALL) | 1.0 | $3.1M | +5% | 15k | 208.15 |
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| Ishares S&p 100 Etf Etf (OEF) | 1.0 | $3.1M | +8% | 8.9k | 342.97 |
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| Unitedhealth Group Stock (UNH) | 0.9 | $2.9M | 8.9k | 330.13 |
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| Ishares Msci Eafe Value Etf Etf (EFV) | 0.9 | $2.9M | -3% | 40k | 71.41 |
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| Tractor Supply Stock (TSCO) | 0.9 | $2.8M | 56k | 50.01 |
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| Abbott Labs Stock (ABT) | 0.9 | $2.7M | -2% | 21k | 125.29 |
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| Lennar Corp Cl A Stock (LEN) | 0.8 | $2.6M | 25k | 102.80 |
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| Procter & Gamble Stock (PG) | 0.8 | $2.4M | 17k | 143.31 |
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| M & T Bk Corp Stock (MTB) | 0.7 | $2.2M | 11k | 201.48 |
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| Newmont Corp Stock (NEM) | 0.7 | $2.2M | -7% | 22k | 99.85 |
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| Metlife Stock (MET) | 0.7 | $2.1M | 27k | 78.94 |
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| Costco Wholesale Corporation Stock (COST) | 0.6 | $2.0M | -2% | 2.3k | 862.34 |
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| Automatic Data Processing Stock (ADP) | 0.6 | $1.9M | +3% | 7.5k | 257.23 |
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| Prudential Finl Stock (PRU) | 0.6 | $1.9M | 16k | 112.88 |
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| Fastenal Stock (FAST) | 0.6 | $1.8M | 46k | 40.13 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.6 | $1.8M | -43% | 9.1k | 198.62 |
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| Best Buy Stock (BBY) | 0.6 | $1.8M | 27k | 66.93 |
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| Hershey Stock (HSY) | 0.6 | $1.8M | 9.6k | 181.98 |
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| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 0.6 | $1.7M | +10% | 45k | 38.56 |
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| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.5 | $1.6M | +80% | 6.2k | 250.31 |
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| Regions Financial Corp Stock (RF) | 0.5 | $1.5M | +3% | 56k | 27.10 |
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| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 0.5 | $1.5M | +9% | 45k | 33.30 |
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| Conocophillips Stock (COP) | 0.5 | $1.5M | 16k | 93.61 |
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| Principal Financial Group Stock (PFG) | 0.4 | $1.4M | +2% | 16k | 88.21 |
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| Paychex Stock (PAYX) | 0.4 | $1.4M | 12k | 112.18 |
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| Darden Restaurants Stock (DRI) | 0.4 | $1.4M | 7.5k | 184.02 |
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| Travelers Companies Stock (TRV) | 0.4 | $1.4M | 4.7k | 290.06 |
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| Microchip Technology Stock (MCHP) | 0.4 | $1.4M | +3% | 21k | 63.72 |
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| Aflac Stock (AFL) | 0.4 | $1.3M | +2% | 12k | 110.27 |
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| Waste Mgmt Inc Del Stock (WM) | 0.4 | $1.3M | 6.0k | 219.71 |
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| Target Corp Stock (TGT) | 0.4 | $1.3M | 13k | 97.75 |
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| Cf Industries Hold Stock (CF) | 0.4 | $1.3M | 16k | 77.34 |
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| Kla Corp Stock (KLAC) | 0.4 | $1.2M | -4% | 1.0k | 1215.64 |
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| Bank New York Mellon Corp Stock (BK) | 0.4 | $1.2M | 11k | 116.09 |
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| Eog Res Stock (EOG) | 0.4 | $1.2M | +3% | 11k | 105.01 |
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| Kimberly-clark Corp Stock (KMB) | 0.4 | $1.1M | -22% | 11k | 100.89 |
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| Ishares U.s. Energy Etf Etf (IYE) | 0.4 | $1.1M | NEW | 24k | 47.53 |
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| General Mills Stock (GIS) | 0.4 | $1.1M | +4% | 24k | 46.50 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.4 | $1.1M | 21k | 53.83 |
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| HP Stock (HPQ) | 0.4 | $1.1M | -14% | 49k | 22.28 |
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| Cintas Corp Stock (CTAS) | 0.3 | $1.1M | 5.8k | 188.07 |
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| Amazon Stock (AMZN) | 0.3 | $1.0M | +5% | 4.5k | 230.82 |
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| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.3 | $1.0M | +11% | 4.7k | 214.69 |
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| Cencora Stock (COR) | 0.3 | $1.0M | 3.0k | 337.75 |
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| Pgim Ultra Short Municipal Bond Etf Etf (PUSH) | 0.3 | $955k | 19k | 50.40 |
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| Truist Finl Corp Stock (TFC) | 0.3 | $943k | -2% | 19k | 49.21 |
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| Analog Devices Stock (ADI) | 0.3 | $936k | 3.5k | 271.17 |
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| Walmart Stock (WMT) | 0.3 | $936k | 8.4k | 111.41 |
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| Ishares Us Transportation Etf Etf (IYT) | 0.3 | $811k | NEW | 11k | 74.51 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.3 | $795k | 1.2k | 682.02 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.3 | $792k | 1.7k | 473.30 |
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| Ishares U.s. Consumer Staples Etf Etf (IYK) | 0.2 | $711k | NEW | 11k | 66.92 |
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| Dominion Energy Stock (D) | 0.2 | $687k | +50% | 12k | 58.59 |
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| International Business Machs Stock (IBM) | 0.2 | $681k | -10% | 2.3k | 296.21 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $671k | -44% | 25k | 27.43 |
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| Cme Group Stock (CME) | 0.2 | $580k | -4% | 2.1k | 273.08 |
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| Union Pac Corp Stock (UNP) | 0.2 | $577k | -5% | 2.5k | 231.29 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $573k | -2% | 1.1k | 502.65 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $560k | -6% | 2.7k | 208.74 |
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| Trane Technologies Stock (TT) | 0.2 | $553k | +38% | 1.4k | 389.20 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.2 | $536k | -5% | 3.7k | 143.52 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.2 | $521k | NEW | 6.1k | 84.83 |
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| Schwab Charles Corp Stock (SCHW) | 0.2 | $502k | -11% | 5.0k | 99.91 |
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| Ishares Flexible Income Active Etf Etf (BINC) | 0.2 | $501k | 9.5k | 52.77 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $484k | 2.6k | 186.52 |
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| L3harris Technologies Stock (LHX) | 0.1 | $443k | -9% | 1.5k | 293.64 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $435k | 707.00 | 614.65 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $423k | 1.5k | 288.72 |
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| Ishares U.s. Consumer Focused Etf Etf (IEDI) | 0.1 | $394k | NEW | 7.2k | 55.05 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $380k | -3% | 1.7k | 219.78 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $338k | NEW | 3.8k | 89.42 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $338k | -4% | 4.9k | 69.42 |
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| Texas Instrs Stock (TXN) | 0.1 | $337k | -12% | 1.9k | 173.49 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $321k | NEW | 10k | 32.06 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $317k | -46% | 800.00 | 396.31 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $315k | NEW | 293.00 | 1073.76 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $314k | +35% | 3.5k | 89.46 |
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| Vanguard Core Tax-exempt Bond Etf Etf (VCRM) | 0.1 | $302k | -27% | 4.0k | 75.57 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.1 | $297k | -3% | 4.5k | 66.46 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $295k | 1.5k | 191.56 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $294k | 4.5k | 66.00 |
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| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.1 | $288k | 5.5k | 52.41 |
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| Novartis Adr (NVS) | 0.1 | $266k | -34% | 1.9k | 137.87 |
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $259k | 538.00 | 480.57 |
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| Ishares Global Tech Etf Etf (IXN) | 0.1 | $258k | NEW | 2.5k | 105.00 |
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| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.1 | $250k | NEW | 4.0k | 62.15 |
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| At&t Stock (T) | 0.1 | $248k | NEW | 10k | 24.84 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $245k | 1.2k | 210.34 |
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| Netflix Stock (NFLX) | 0.1 | $245k | +900% | 2.6k | 93.76 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $239k | NEW | 2.0k | 117.21 |
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| Philip Morris Intl Stock (PM) | 0.1 | $236k | 1.5k | 160.40 |
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| Vanguard International High Dividend Yield Etf Etf (VYMI) | 0.1 | $232k | NEW | 2.6k | 90.00 |
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| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.1 | $210k | 2.5k | 84.64 |
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| Gilead Sciences Stock (GILD) | 0.1 | $197k | -16% | 1.6k | 122.74 |
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| Pfizer Stock (PFE) | 0.1 | $189k | -72% | 7.6k | 24.90 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $186k | NEW | 595.00 | 313.25 |
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| Coca Cola Stock (KO) | 0.1 | $177k | NEW | 2.5k | 69.92 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $162k | NEW | 668.00 | 242.36 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $160k | -70% | 242.00 | 661.19 |
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| Eaton Corp Stock (ETN) | 0.1 | $156k | NEW | 488.00 | 318.56 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $155k | NEW | 810.00 | 190.99 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $151k | NEW | 309.00 | 487.86 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $146k | NEW | 417.00 | 350.55 |
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| American Elec Pwr Stock (AEP) | 0.0 | $144k | NEW | 1.2k | 115.31 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.0 | $142k | NEW | 6.2k | 23.02 |
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| Ishares U.s. Healthcare Providers Etf Etf (IHF) | 0.0 | $129k | NEW | 2.7k | 47.94 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $120k | NEW | 2.7k | 44.71 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $119k | NEW | 388.00 | 305.63 |
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| Oracle Corp Stock (ORCL) | 0.0 | $118k | NEW | 605.00 | 194.91 |
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| Ishares Us Financial Services Etf Etf (IYG) | 0.0 | $112k | NEW | 1.2k | 92.25 |
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| Kinsale Cap Group Stock (KNSL) | 0.0 | $109k | NEW | 278.00 | 391.12 |
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| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.0 | $109k | NEW | 701.00 | 154.80 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $108k | NEW | 1.1k | 99.88 |
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| Honeywell Intl Stock (HON) | 0.0 | $108k | NEW | 552.00 | 195.05 |
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| Ishares U.s. Home Construction Etf Etf (ITB) | 0.0 | $104k | NEW | 1.1k | 96.30 |
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| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $103k | NEW | 3.2k | 32.62 |
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| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $103k | NEW | 373.00 | 276.94 |
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| Lincoln Natl Corp Ind Stock (LNC) | 0.0 | $97k | NEW | 2.2k | 44.53 |
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| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.0 | $96k | -73% | 842.00 | 113.92 |
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| Lowes Cos Stock (LOW) | 0.0 | $94k | NEW | 391.00 | 240.87 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $92k | NEW | 1.2k | 79.34 |
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| American Express Stock (AXP) | 0.0 | $87k | NEW | 236.00 | 370.09 |
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| Mckesson Corp Stock (MCK) | 0.0 | $87k | NEW | 106.00 | 820.29 |
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| Rio Tinto Adr (RIO) | 0.0 | $85k | NEW | 1.1k | 80.01 |
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| Republic Svcs Stock (RSG) | 0.0 | $85k | NEW | 400.00 | 211.93 |
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| Tesla Stock (TSLA) | 0.0 | $83k | NEW | 185.00 | 449.72 |
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| Primis Financial Corp Stock (FRST) | 0.0 | $82k | NEW | 5.9k | 13.91 |
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| Caterpillar Stock (CAT) | 0.0 | $81k | NEW | 142.00 | 571.97 |
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| Markel Group Stock (MKL) | 0.0 | $77k | NEW | 36.00 | 2149.64 |
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| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.0 | $77k | NEW | 1.7k | 45.66 |
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| Ishares U.s. Industrials Etf Etf (IYJ) | 0.0 | $77k | NEW | 518.00 | 148.17 |
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| Ishares Mbs Etf Etf (MBB) | 0.0 | $74k | NEW | 772.00 | 95.22 |
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| Chubb Stock (CB) | 0.0 | $73k | NEW | 233.00 | 312.12 |
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| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 0.0 | $72k | NEW | 897.00 | 80.18 |
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| Ingersoll Rand Stock (IR) | 0.0 | $72k | NEW | 902.00 | 79.22 |
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| Adobe Stock (ADBE) | 0.0 | $69k | NEW | 198.00 | 349.99 |
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| Rpm Intl Stock (RPM) | 0.0 | $69k | NEW | 665.00 | 104.00 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $64k | NEW | 234.00 | 275.39 |
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| Pool Corp Stock (POOL) | 0.0 | $61k | NEW | 266.00 | 228.75 |
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| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $61k | NEW | 303.00 | 199.68 |
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| Bank America Corp Stock (BAC) | 0.0 | $60k | NEW | 1.1k | 55.00 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $60k | NEW | 367.00 | 162.58 |
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| American Wtr Wks Stock (AWK) | 0.0 | $58k | NEW | 444.00 | 130.50 |
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| Ge Aerospace Stock (GE) | 0.0 | $57k | NEW | 186.00 | 308.03 |
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| Nucor Corp Stock (NUE) | 0.0 | $57k | NEW | 347.00 | 163.11 |
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| Corteva Stock (CTVA) | 0.0 | $56k | NEW | 833.00 | 67.03 |
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| Cardinal Health Stock (CAH) | 0.0 | $54k | NEW | 263.00 | 205.50 |
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| Roblox Corp Cl A Stock (RBLX) | 0.0 | $51k | NEW | 634.00 | 81.03 |
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| Micron Technology Stock (MU) | 0.0 | $50k | NEW | 175.00 | 285.41 |
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| Ishares Msci Agriculture Producers Etf Etf (VEGI) | 0.0 | $46k | NEW | 1.2k | 38.57 |
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| Verizon Communications Stock (VZ) | 0.0 | $45k | -78% | 1.1k | 40.72 |
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| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.0 | $45k | NEW | 608.00 | 74.09 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $45k | NEW | 142.00 | 313.82 |
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| Watsco Stock (WSO) | 0.0 | $45k | NEW | 132.00 | 336.95 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $44k | NEW | 966.00 | 45.89 |
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| Lamar Advertising Co Cl A Reit (LAMR) | 0.0 | $43k | NEW | 340.00 | 126.58 |
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| State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV) | 0.0 | $43k | NEW | 1.1k | 39.15 |
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| Agco Corp Stock (AGCO) | 0.0 | $42k | NEW | 403.00 | 104.32 |
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| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.0 | $42k | NEW | 280.00 | 148.98 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $42k | NEW | 431.00 | 96.27 |
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| Nextera Energy Stock (NEE) | 0.0 | $41k | NEW | 508.00 | 80.28 |
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| Ishares International Dividend Growth Etf Etf (IGRO) | 0.0 | $41k | NEW | 490.00 | 82.77 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $40k | NEW | 429.00 | 93.20 |
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| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $40k | NEW | 175.00 | 227.51 |
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| Atlantic Un Bankshares Corp Stock (AUB) | 0.0 | $39k | NEW | 1.1k | 35.30 |
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| Sba Communications Corp Cl A Reit (SBAC) | 0.0 | $39k | NEW | 200.00 | 193.43 |
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| Boeing Stock (BA) | 0.0 | $38k | NEW | 175.00 | 217.12 |
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| Prologis Reit (PLD) | 0.0 | $37k | NEW | 293.00 | 127.68 |
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| Vanguard Consumer Staples Etf Etf (VDC) | 0.0 | $36k | NEW | 170.00 | 211.24 |
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| Dt Midstream Stock (DTM) | 0.0 | $36k | NEW | 300.00 | 119.68 |
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| Coterra Energy Stock (CTRA) | 0.0 | $35k | NEW | 1.3k | 26.32 |
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| Oreilly Automotive Stock (ORLY) | 0.0 | $34k | NEW | 375.00 | 91.21 |
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| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $34k | NEW | 360.00 | 94.16 |
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| Qnity Electronics Stock (Q) | 0.0 | $34k | NEW | 415.00 | 81.65 |
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| Dupont De Nemours Stock (DD) | 0.0 | $34k | NEW | 833.00 | 40.20 |
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| Carmax Stock (KMX) | 0.0 | $33k | NEW | 850.00 | 38.64 |
|
| Qualcomm Stock (QCOM) | 0.0 | $32k | NEW | 187.00 | 171.04 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $32k | NEW | 105.00 | 301.15 |
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.0 | $31k | NEW | 242.00 | 128.83 |
|
| Ge Vernova Stock (GEV) | 0.0 | $30k | NEW | 46.00 | 653.57 |
|
| Williams Cos Stock (WMB) | 0.0 | $30k | NEW | 500.00 | 60.11 |
|
| Gabelli Equity Tr Cef (GAB) | 0.0 | $30k | NEW | 4.8k | 6.17 |
|
| Tri Contl Corp Cef (TY) | 0.0 | $29k | NEW | 900.00 | 32.66 |
|
| Disney Walt Stock (DIS) | 0.0 | $29k | NEW | 255.00 | 113.86 |
|
| 3M Stock (MMM) | 0.0 | $29k | NEW | 178.00 | 160.10 |
|
| Fidelity National Financial In Stock (FNF) | 0.0 | $28k | NEW | 508.00 | 54.59 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $28k | NEW | 1.0k | 27.49 |
|
| Old Rep Intl Corp Stock (ORI) | 0.0 | $27k | NEW | 600.00 | 45.64 |
|
| Xylem Stock (XYL) | 0.0 | $27k | NEW | 195.00 | 136.18 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $26k | NEW | 144.00 | 183.40 |
|
| First Solar Stock (FSLR) | 0.0 | $26k | NEW | 100.00 | 261.23 |
|
| Vanguard Long-term Treasury Etf Etf (VGLT) | 0.0 | $26k | NEW | 467.00 | 55.80 |
|
| Wp Carey Reit (WPC) | 0.0 | $26k | NEW | 400.00 | 64.36 |
|
| Barclays Adr (BCS) | 0.0 | $26k | NEW | 1.0k | 25.45 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $25k | NEW | 200.00 | 125.88 |
|
| Salesforce Stock (CRM) | 0.0 | $25k | NEW | 94.00 | 266.14 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $24k | NEW | 937.00 | 26.06 |
|
| Martin Marietta Matls Stock (MLM) | 0.0 | $24k | NEW | 39.00 | 622.67 |
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.0 | $24k | NEW | 421.00 | 57.58 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $24k | NEW | 28.00 | 863.82 |
|
| State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) | 0.0 | $24k | NEW | 100.00 | 241.24 |
|
| Cirrus Logic Stock (CRUS) | 0.0 | $24k | NEW | 200.00 | 118.50 |
|
| Blackrock Stock (BLK) | 0.0 | $24k | NEW | 22.00 | 1074.32 |
|
| Xcel Energy Stock (XEL) | 0.0 | $23k | NEW | 309.00 | 73.86 |
|
| Fabrinet Stock (FN) | 0.0 | $23k | NEW | 50.00 | 455.28 |
|
| Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $23k | NEW | 254.00 | 89.26 |
|
| Carnival Corp Stock (CCL) | 0.0 | $23k | NEW | 742.00 | 30.54 |
|
| Ishares U.s. Consumer Discretionary Etf Etf (IYC) | 0.0 | $23k | NEW | 218.00 | 103.13 |
|
| Medpace Hldgs Stock (MEDP) | 0.0 | $23k | NEW | 40.00 | 561.65 |
|
| Deere & Co Stock (DE) | 0.0 | $22k | NEW | 48.00 | 465.56 |
|
| Phillips 66 Stock (PSX) | 0.0 | $22k | NEW | 171.00 | 129.13 |
|
| Universal Hlth Svcs Inc Cl B Stock (UHS) | 0.0 | $22k | NEW | 100.00 | 218.02 |
|
| Mastec Stock (MTZ) | 0.0 | $22k | NEW | 100.00 | 217.37 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $21k | NEW | 70.00 | 303.89 |
|
| Bluerock Pvt Real Estate Cef (BPRE) | 0.0 | $21k | NEW | 1.4k | 15.00 |
|
| Crown Castle Reit (CCI) | 0.0 | $21k | NEW | 233.00 | 88.87 |
|
| Packaging Corp Amer Stock (PKG) | 0.0 | $21k | NEW | 100.00 | 206.23 |
|
| Totalenergies Se Act Stock (TTE) | 0.0 | $20k | NEW | 311.00 | 65.42 |
|
| Dnp Select Income Cef (DNP) | 0.0 | $20k | NEW | 2.0k | 9.99 |
|
| Pimco Access Income Fund Shs Benfin Int Cef (PAXS) | 0.0 | $20k | NEW | 1.3k | 15.30 |
|
| Mfs Mun Income Tr Sh Ben Int Cef (MFM) | 0.0 | $20k | NEW | 3.6k | 5.43 |
|
| Dte Energy Stock (DTE) | 0.0 | $19k | NEW | 150.00 | 128.98 |
|
| Royal Bk Cda Stock (RY) | 0.0 | $19k | NEW | 109.00 | 170.49 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $18k | NEW | 117.00 | 154.53 |
|
| Bank Montreal Medium Stock (BMO) | 0.0 | $18k | NEW | 139.00 | 129.79 |
|
| Citigroup Stock (C) | 0.0 | $18k | NEW | 152.00 | 116.64 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $18k | NEW | 50.00 | 353.28 |
|
| Viking Therapeutics Stock (VKTX) | 0.0 | $18k | NEW | 500.00 | 35.18 |
|
| Robo Global Robotics & Automation Index Etf Etf (ROBO) | 0.0 | $17k | NEW | 250.00 | 69.31 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $17k | NEW | 84.00 | 205.02 |
|
| Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) | 0.0 | $17k | NEW | 100.00 | 170.00 |
|
| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $17k | NEW | 150.00 | 113.10 |
|
| Dow Hldgs Stock (DOW) | 0.0 | $17k | NEW | 722.00 | 23.38 |
|
| Nvent Electric Stock (NVT) | 0.0 | $17k | NEW | 164.00 | 101.97 |
|
| Performance Food Group Stock (PFGC) | 0.0 | $17k | NEW | 185.00 | 89.92 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.0 | $17k | NEW | 228.00 | 72.68 |
|
| Air Products And Chemicals Stock (APD) | 0.0 | $17k | NEW | 67.00 | 245.84 |
|
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.0 | $16k | NEW | 247.00 | 65.10 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $16k | NEW | 158.00 | 101.67 |
|
| American Tower Corp Reit (AMT) | 0.0 | $16k | NEW | 91.00 | 176.40 |
|
| Powell Inds Stock (POWL) | 0.0 | $16k | NEW | 50.00 | 318.78 |
|
| Onto Innovation Stock (ONTO) | 0.0 | $16k | NEW | 100.00 | 157.86 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $16k | NEW | 88.00 | 177.75 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $16k | NEW | 48.00 | 324.02 |
|
| Bunge Global Sa Stock (BG) | 0.0 | $16k | NEW | 174.00 | 89.08 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $16k | NEW | 44.00 | 351.59 |
|
| Liberty All Star Equity Fd Sh Ben Int Cef (USA) | 0.0 | $15k | NEW | 2.4k | 6.28 |
|
| Prospect Cap Corp Cef (PSEC) | 0.0 | $15k | NEW | 5.8k | 2.59 |
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.0 | $15k | NEW | 175.00 | 85.37 |
|
| Plexus Corp Stock (PLXS) | 0.0 | $15k | NEW | 100.00 | 147.00 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $15k | NEW | 200.00 | 73.48 |
|
| Bioventus Inc Com Cl A Stock (BVS) | 0.0 | $15k | NEW | 2.0k | 7.44 |
|
| Fedex Corp Stock (FDX) | 0.0 | $14k | NEW | 50.00 | 288.86 |
|
| Independence Rlty Tr Reit (IRT) | 0.0 | $14k | NEW | 825.00 | 17.48 |
|
| Centene Corp Del Stock (CNC) | 0.0 | $14k | NEW | 350.00 | 41.15 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $14k | NEW | 43.00 | 334.67 |
|
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $14k | NEW | 274.00 | 52.39 |
|
| Ishares U.s. Utilities Etf Etf (IDU) | 0.0 | $14k | NEW | 131.00 | 108.36 |
|
| Dynex Cap Reit (DX) | 0.0 | $14k | NEW | 1.0k | 14.01 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $14k | NEW | 94.00 | 146.59 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $14k | NEW | 45.00 | 302.11 |
|
| Fiserv Stock (FI) | 0.0 | $13k | NEW | 200.00 | 67.17 |
|
| Suncor Energy Stock (SU) | 0.0 | $13k | NEW | 300.00 | 44.36 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $13k | NEW | 379.00 | 34.46 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $13k | NEW | 61.00 | 211.79 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $13k | NEW | 38.00 | 338.84 |
|
| Corning Stock (GLW) | 0.0 | $13k | NEW | 147.00 | 87.56 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $13k | NEW | 21.00 | 612.67 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $13k | NEW | 200.00 | 64.31 |
|
| Nbt Bancorp Stock (NBTB) | 0.0 | $13k | NEW | 308.00 | 41.52 |
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.0 | $13k | NEW | 288.00 | 44.17 |
|
| Primoris Svcs Corp Stock (PRIM) | 0.0 | $12k | NEW | 100.00 | 124.14 |
|
| Diageo Adr (DEO) | 0.0 | $12k | NEW | 143.00 | 86.27 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $12k | NEW | 14.00 | 878.93 |
|
| United Airls Hldgs Stock (UAL) | 0.0 | $12k | NEW | 110.00 | 111.82 |
|
| Emerson Elec Stock (EMR) | 0.0 | $12k | NEW | 92.00 | 132.18 |
|
| Tower Semiconductor Stock (TSEM) | 0.0 | $12k | NEW | 100.00 | 117.42 |
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $11k | NEW | 297.00 | 38.41 |
|
| Enbridge Stock (ENB) | 0.0 | $11k | NEW | 238.00 | 47.83 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $11k | NEW | 300.00 | 37.00 |
|
| Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) | 0.0 | $11k | NEW | 500.00 | 22.02 |
|
| Csx Corp Stock (CSX) | 0.0 | $11k | NEW | 300.00 | 36.25 |
|
| Roku Inc Com Cl A Stock (ROKU) | 0.0 | $11k | NEW | 100.00 | 108.49 |
|
| Uber Technologies Stock (UBER) | 0.0 | $11k | NEW | 132.00 | 81.71 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $11k | NEW | 50.00 | 214.16 |
|
| Ascendis Pharma A/s Adr (ASND) | 0.0 | $11k | NEW | 50.00 | 213.24 |
|
| Magna Intl Stock (MGA) | 0.0 | $11k | NEW | 200.00 | 53.30 |
|
| Gaming & Leisure P Reit (GLPI) | 0.0 | $10k | NEW | 229.00 | 44.69 |
|
| State Street Spdr S&p Metals & Mining Etf Etf (XME) | 0.0 | $9.9k | NEW | 96.00 | 103.61 |
|
| Acm Resh Inc Com Cl A Stock (ACMR) | 0.0 | $9.9k | NEW | 250.00 | 39.45 |
|
| Smucker J M Stock (SJM) | 0.0 | $9.8k | NEW | 100.00 | 97.81 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $9.7k | NEW | 50.00 | 194.08 |
|
| Kraft Heinz Stock (KHC) | 0.0 | $9.7k | NEW | 400.00 | 24.25 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $9.6k | NEW | 323.00 | 29.87 |
|
| Hartford Insurance Group Stock (HIG) | 0.0 | $9.6k | NEW | 70.00 | 137.80 |
|
| Apple Hospitality Reit Reit (APLE) | 0.0 | $9.5k | NEW | 800.00 | 11.85 |
|
| Garmin Stock (GRMN) | 0.0 | $8.9k | NEW | 44.00 | 202.00 |
|
| Coreweave Inc Com Cl A Stock (CRWV) | 0.0 | $8.7k | NEW | 122.00 | 71.61 |
|
| Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) | 0.0 | $8.7k | NEW | 116.00 | 75.16 |
|
| Nextpower Inc Class A Stock (NXT) | 0.0 | $8.7k | NEW | 100.00 | 87.11 |
|
| Astrazeneca Plc Ord Adr (AZN) | 0.0 | $8.6k | NEW | 94.00 | 91.93 |
|
| Blackstone Stock (BX) | 0.0 | $8.3k | NEW | 54.00 | 153.94 |
|
| General Mtrs Stock (GM) | 0.0 | $8.2k | NEW | 101.00 | 81.32 |
|
| State Street Spdr S&p Oil & Gas Equipment & Services Etf Etf (XES) | 0.0 | $8.2k | NEW | 100.00 | 81.97 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $8.2k | NEW | 45.00 | 181.20 |
|
| Builders Firstsource Stock (BLDR) | 0.0 | $8.1k | NEW | 79.00 | 102.89 |
|
| Rubrik Inc. Cl A Stock (RBRK) | 0.0 | $7.6k | NEW | 100.00 | 76.48 |
|
| Southstate Bk Corp Stock (SSB) | 0.0 | $7.6k | NEW | 81.00 | 94.11 |
|
| Royalty Pharma Plc Shs Class A Stock (RPRX) | 0.0 | $7.5k | NEW | 195.00 | 38.64 |
|
| Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) | 0.0 | $7.5k | NEW | 137.00 | 54.66 |
|
| Ark Next Generation Internet Etf Etf (ARKW) | 0.0 | $7.4k | NEW | 50.00 | 147.74 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $7.4k | NEW | 76.00 | 97.13 |
|
| Morgan Stanley Stock (MS) | 0.0 | $7.2k | NEW | 40.00 | 179.15 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $7.1k | NEW | 29.00 | 246.31 |
|
| Dover Corp Stock (DOV) | 0.0 | $7.0k | NEW | 36.00 | 195.25 |
|
| Par Pac Holdings Stock (PARR) | 0.0 | $7.0k | NEW | 200.00 | 35.14 |
|
| Autodesk Stock (ADSK) | 0.0 | $6.8k | NEW | 23.00 | 296.00 |
|
| Pure Storage Inc Cl A Stock (PSTG) | 0.0 | $6.7k | NEW | 100.00 | 67.01 |
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.0 | $6.7k | NEW | 162.00 | 41.36 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $6.6k | NEW | 17.00 | 386.59 |
|
| Illumina Stock (ILMN) | 0.0 | $6.6k | NEW | 50.00 | 131.16 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $6.5k | NEW | 20.00 | 323.00 |
|
| Delta Air Lines Stock (DAL) | 0.0 | $6.5k | NEW | 93.00 | 69.44 |
|
| Solstice Advanced Matls Stock (SOLS) | 0.0 | $6.4k | NEW | 131.00 | 48.58 |
|
| Service Corp Intl Stock (SCI) | 0.0 | $6.2k | NEW | 80.00 | 77.97 |
|
| British Amern Tob Adr (BTI) | 0.0 | $6.0k | NEW | 106.00 | 56.62 |
|
| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.0 | $6.0k | NEW | 63.00 | 95.10 |
|
| Leidos Holdings Stock (LDOS) | 0.0 | $5.8k | NEW | 32.00 | 180.41 |
|
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $5.7k | NEW | 135.00 | 41.93 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $5.7k | NEW | 35.00 | 161.71 |
|
| Intuit Stock (INTU) | 0.0 | $5.4k | NEW | 8.00 | 677.00 |
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $5.1k | NEW | 132.00 | 38.73 |
|
| Yum Brands Stock (YUM) | 0.0 | $4.7k | NEW | 31.00 | 151.29 |
|
| Linde Stock (LIN) | 0.0 | $4.7k | NEW | 11.00 | 426.36 |
|
| Chewy Inc Cl A Stock (CHWY) | 0.0 | $4.5k | NEW | 135.00 | 33.05 |
|
| Snowflake Stock (SNOW) | 0.0 | $4.4k | NEW | 20.00 | 219.35 |
|
| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.0 | $4.4k | NEW | 101.00 | 43.43 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $4.3k | NEW | 68.00 | 63.66 |
|
| Labcorp Holdings Stock (LH) | 0.0 | $4.3k | NEW | 17.00 | 250.88 |
|
| Halliburton Stock (HAL) | 0.0 | $4.2k | NEW | 150.00 | 28.26 |
|
| Unilever Adr (UL) | 0.0 | $4.1k | NEW | 63.00 | 65.40 |
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $4.0k | NEW | 73.00 | 54.77 |
|
| Ford Mtr Stock (F) | 0.0 | $3.9k | NEW | 301.00 | 13.12 |
|
| Chemours Stock (CC) | 0.0 | $3.9k | NEW | 329.00 | 11.79 |
|
| State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) | 0.0 | $3.8k | NEW | 64.00 | 59.73 |
|
| Gabelli Util Tr Cef (GUT) | 0.0 | $3.7k | NEW | 618.00 | 6.03 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $3.5k | NEW | 13.00 | 268.31 |
|
| Ryan Specialty Holdings Inc Cl A Stock (RYAN) | 0.0 | $3.1k | NEW | 60.00 | 51.63 |
|
| Kraneshares Bosera Msci China A 50 Connect Index Etf Etf (KBA) | 0.0 | $3.1k | NEW | 100.00 | 30.90 |
|
| Arcutis Biotherapeutics Stock (ARQT) | 0.0 | $2.9k | NEW | 100.00 | 29.04 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $2.8k | NEW | 20.00 | 141.45 |
|
| Beam Global Stock (BEEM) | 0.0 | $2.8k | NEW | 1.9k | 1.50 |
|
| GSK Adr (GSK) | 0.0 | $2.7k | NEW | 56.00 | 49.04 |
|
| Wendys Stock (WEN) | 0.0 | $2.7k | NEW | 327.00 | 8.33 |
|
| Koninklijke Philips N V Ny Regis Adr (PHG) | 0.0 | $2.7k | NEW | 100.00 | 27.08 |
|
| Hagerty Inc Cl A Stock (HGTY) | 0.0 | $2.7k | NEW | 200.00 | 13.44 |
|
| Evergy Stock (EVRG) | 0.0 | $2.7k | NEW | 37.00 | 72.49 |
|
| Iron Mtn Inc Del Reit (IRM) | 0.0 | $2.7k | NEW | 32.00 | 83.12 |
|
| Quest Diagnostics Stock (DGX) | 0.0 | $2.5k | NEW | 14.00 | 178.36 |
|
| Ishares U.s. Regional Banks Etf Etf (IAT) | 0.0 | $2.5k | NEW | 45.00 | 55.16 |
|
| Servicenow Stock (NOW) | 0.0 | $2.3k | NEW | 15.00 | 153.20 |
|
| Global X Dax Germany Etf Etf (DAX) | 0.0 | $2.3k | NEW | 50.00 | 45.62 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $2.3k | NEW | 10.00 | 226.10 |
|
| Ishares Esg Aware Msci Usa Value Etf Etf (EVUS) | 0.0 | $2.1k | NEW | 67.00 | 32.04 |
|
| Veracyte Stock (VCYT) | 0.0 | $2.1k | NEW | 50.00 | 42.10 |
|
| Brighthouse Finl Stock (BHF) | 0.0 | $2.1k | NEW | 32.00 | 64.78 |
|
| Etsy Stock (ETSY) | 0.0 | $2.1k | NEW | 37.00 | 55.43 |
|
| Evolent Health Inc Cl A Stock (EVH) | 0.0 | $2.0k | NEW | 503.00 | 4.00 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $1.9k | NEW | 16.00 | 121.75 |
|
| Diamondback Energy Stock (FANG) | 0.0 | $1.9k | NEW | 12.00 | 154.58 |
|
| Six Flags Entertainment Corp Stock (FUN) | 0.0 | $1.8k | NEW | 118.00 | 15.34 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $1.8k | NEW | 14.00 | 125.79 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $1.7k | NEW | 14.00 | 122.93 |
|
| Alcoa Corp Stock (AA) | 0.0 | $1.5k | NEW | 28.00 | 53.14 |
|
| Allegion Plc Ord Stock (ALLE) | 0.0 | $1.3k | NEW | 8.00 | 159.25 |
|
| Mp Materials Corp Com Cl A Stock (MP) | 0.0 | $1.3k | NEW | 25.00 | 50.52 |
|
| Ishares U.s. Insurance Etf Etf (IAK) | 0.0 | $1.2k | NEW | 9.00 | 136.11 |
|
| Ishares U.s. Financials Etf Etf (IYF) | 0.0 | $1.0k | NEW | 8.00 | 128.88 |
|
| F&g Annuities & Life Stock (FG) | 0.0 | $926.001000 | NEW | 30.00 | 30.87 |
|
| Millrose Pptys Inc Com Cl A Reit (MRP) | 0.0 | $776.999600 | NEW | 26.00 | 29.88 |
|
| Herc Hldgs Stock (HRI) | 0.0 | $742.000000 | NEW | 5.00 | 148.40 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $678.999600 | NEW | 9.00 | 75.44 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $667.002600 | NEW | 66.00 | 10.11 |
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.0 | $617.000400 | NEW | 12.00 | 51.42 |
|
| Solventum Corp Stock (SOLV) | 0.0 | $554.999900 | NEW | 7.00 | 79.29 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $506.000000 | NEW | 11.00 | 46.00 |
|
| Viatris Stock (VTRS) | 0.0 | $498.000000 | NEW | 40.00 | 12.45 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.0 | $474.000300 | NEW | 9.00 | 52.67 |
|
| Ishares U.s. Basic Materials Etf Etf (IYM) | 0.0 | $462.000000 | NEW | 3.00 | 154.00 |
|
| Genworth Finl Stock (GNW) | 0.0 | $452.000000 | NEW | 50.00 | 9.04 |
|
| Fortrea Hldgs Stock (FTRE) | 0.0 | $293.000100 | NEW | 17.00 | 17.24 |
|
| Magnum Ice Cream Co Nv Ord Stock (MICC) | 0.0 | $221.999400 | NEW | 14.00 | 15.86 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $170.000000 | NEW | 1.00 | 170.00 |
|
| Trump Media & Technology Group Stock (DJT) | 0.0 | $132.000000 | NEW | 10.00 | 13.20 |
|
| Ark Autonomous Technology & Robotics Etf Etf (ARKQ) | 0.0 | $115.000000 | NEW | 1.00 | 115.00 |
|
| Ionq Stock (IONQ) | 0.0 | $45.000000 | NEW | 1.00 | 45.00 |
|
| Proshares Bitcoin Etf Etf (BITO) | 0.0 | $15.000000 | NEW | 1.00 | 15.00 |
|
| Altimmune Stock (ALT) | 0.0 | $4.000000 | NEW | 1.00 | 4.00 |
|
| Canopy Growth Corporation Stock (CGC) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
| Intel Corp Stock (INTC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Weyerhaeuser Reit (WY) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Commonwealth Retirement Investments
SEC 13F filings are viewable for Commonwealth Retirement Investments going back to 2022
- Commonwealth Retirement Investments 2025 Q4 filed Feb. 11, 2026
- Commonwealth Retirement Investments 2025 Q3 filed Nov. 4, 2025
- Commonwealth Retirement Investments 2025 Q2 filed Aug. 5, 2025
- Commonwealth Retirement Investments 2025 Q1 filed May 9, 2025
- Commonwealth Retirement Investments 2024 Q4 filed Feb. 4, 2025
- Commonwealth Retirement Investments 2024 Q3 filed Nov. 5, 2024
- Commonwealth Retirement Investments 2024 Q2 filed Aug. 5, 2024
- Commonwealth Retirement Investments 2024 Q1 filed May 3, 2024
- Commonwealth Retirement Investments 2023 Q4 filed Jan. 24, 2024
- Commonwealth Retirement Investments 2023 Q3 filed Nov. 6, 2023
- Commonwealth Retirement Investments 2023 Q2 filed July 24, 2023
- Commonwealth Retirement Investments 2023 Q1 filed May 3, 2023
- Commonwealth Retirement Investments 2022 Q4 filed Feb. 8, 2023