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Commonwealth Retirement Investments

Latest statistics and disclosures from Commonwealth Retirement Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVGO, XOM, ABBV, MRK, MSFT, and represent 20.77% of Commonwealth Retirement Investments's stock portfolio.
Added to shares of these 10 stocks: PULS, IVV, EFG, IDEF, MSFT, BLCR, V, PEP, HD, CVX.
Started 2 new stock positions in IDEF, BLCR.
Reduced shares in these 10 stocks: OEF, ITA, IYT, IYK, , LLY, AMZN, , BINC, IXN.
Sold out of its positions in AGCO, ACMR, ARKQ, ARKW, ADBE, AMD, APD, ALB, AA, BABA.
Commonwealth Retirement Investments was a net buyer of stock by $5.2M.
Commonwealth Retirement Investments has $323M in assets under management (AUM), dropping by 4.05%.
Central Index Key (CIK): 0001963787

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Positions held by Commonwealth Retirement Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Commonwealth Retirement Investments

Commonwealth Retirement Investments holds 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Broadcom Stock (AVGO)	6.1	$20M		64k	309.51	View chart
Exxon Mobil Corp Stock (XOM)	4.1	$13M		79k	169.66	View chart
Abbvie Stock (ABBV)	3.6	$12M	+3%	54k	217.49	View chart
Merck & Co Stock (MRK)	3.5	$11M	+2%	94k	120.29	View chart
Microsoft Corp Stock (MSFT)	3.4	$11M	+12%	30k	370.17	View chart
Jpmorgan Chase & Co Stock (JPM)	3.4	$11M		37k	294.16	View chart
Chevron Corporation Stock (CVX)	3.2	$10M	+6%	50k	206.90	View chart
Johnson & Johnson Stock (JNJ)	3.1	$10M		41k	244.44	View chart
Lockheed Martin Corp Stock (LMT)	3.0	$9.7M	+2%	16k	604.39	View chart
Pepsico Stock (PEP)	2.8	$9.2M	+8%	59k	155.29	View chart
Home Depot Stock (HD)	2.6	$8.2M	+9%	25k	328.89	View chart
Vanguard Total Bond Market Etf Etf (BND)	2.5	$8.2M	+3%	111k	73.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.5	$8.0M	+34%	12k	653.23	View chart
Altria Group Stock (MO)	2.4	$7.9M	+3%	120k	65.99	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	2.3	$7.3M	+67%	148k	49.50	View chart
Lam Research Corp Stock (LRCX)	2.1	$6.8M	-2%	32k	213.66	View chart
Visa Inc Com Cl A Stock (V)	1.9	$6.1M	+14%	20k	302.24	View chart
Applied Matls Stock (AMAT)	1.8	$5.9M		17k	341.79	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	1.4	$4.5M	+12%	46k	98.38	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.4	$4.5M	+3%	21k	211.15	View chart
Bristol-myers Squibb Stock (BMY)	1.4	$4.4M	+6%	72k	60.65	View chart
Cisco Sys Stock (CSCO)	1.3	$4.3M		56k	77.59	View chart
Amgen Stock (AMGN)	1.3	$4.1M	+5%	12k	351.84	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.2	$4.0M	+10%	35k	113.11	View chart
Mastercard Incorporated Cl A Stock (MA)	1.2	$3.9M	+10%	7.9k	499.68	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	1.2	$3.9M	-2%	67k	58.18	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$3.7M	-4%	52k	69.75	View chart
Tjx Cos Stock (TJX)	1.1	$3.6M	+6%	23k	159.70	View chart
Allstate Corp Stock (ALL)	1.0	$3.3M	+6%	16k	207.34	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.0	$3.2M	+6%	43k	74.35	View chart
Price T Rowe Group Stock (TROW)	1.0	$3.1M	+8%	35k	90.14	View chart
Apple Stock (AAPL)	1.0	$3.1M		12k	253.80	View chart
Unitedhealth Group Stock (UNH)	0.9	$2.8M	+18%	11k	270.58	View chart
Tractor Supply Stock (TSCO)	0.9	$2.8M	+9%	61k	45.30	View chart
Abbott Laboratories Stock (ABT)	0.8	$2.5M	+15%	25k	102.67	View chart
Lennar Corp Cl A Stock (LEN)	0.8	$2.5M	+13%	29k	86.84	View chart
Newmont Corp Stock (NEM)	0.7	$2.4M		22k	108.25	View chart
M & T Bk Corp Stock (MTB)	0.7	$2.4M	+3%	11k	206.72	View chart
Cf Industries Hold Stock (CF)	0.7	$2.3M	+6%	17k	129.84	View chart
Fastenal Stock (FAST)	0.7	$2.2M	+4%	48k	46.40	View chart
Conocophillips Stock (COP)	0.7	$2.2M	+4%	17k	132.00	View chart
Costco Wholesale Corporation Stock (COST)	0.7	$2.2M	-4%	2.2k	996.43	View chart
Procter & Gamble Stock (PG)	0.7	$2.1M	-10%	15k	144.44	View chart
Hershey Stock (HSY)	0.6	$2.1M	+4%	10k	207.89	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.6	$2.0M	+2034%	18k	111.37	View chart
Metlife Stock (MET)	0.6	$2.0M	+4%	28k	70.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.6	$1.9M	+9%	10k	191.81	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.6	$1.9M	+15%	52k	36.22	View chart
Best Buy Stock (BBY)	0.6	$1.8M	+6%	28k	64.20	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.5	$1.8M	+17%	53k	32.95	View chart
Eog Res Stock (EOG)	0.5	$1.7M	+7%	12k	144.57	View chart
Automatic Data Processing Stock (ADP)	0.5	$1.7M	+12%	8.4k	203.18	View chart
Target Corp Stock (TGT)	0.5	$1.7M	+6%	14k	121.20	View chart
Prudential Finl Stock (PRU)	0.5	$1.7M	+5%	17k	97.69	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$1.7M	+12%	7.0k	239.99	View chart
Regions Financial Corp Stock (RF)	0.5	$1.6M	+6%	60k	26.12	View chart
Darden Restaurants Stock (DRI)	0.5	$1.6M	+6%	7.9k	196.04	View chart
Principal Financial Group Stock (PFG)	0.5	$1.5M	+7%	17k	90.11	View chart
Travelers Companies Stock (TRV)	0.5	$1.5M	+7%	5.1k	291.68	View chart
Kla Corp Stock (KLAC)	0.5	$1.5M	-2%	998.00	1473.14	View chart
Microchip Technology Stock (MCHP)	0.5	$1.5M	+6%	23k	64.61	View chart
Aflac Stock (AFL)	0.4	$1.5M	+8%	13k	109.71	View chart
Waste Mgmt Inc Del Stock (WM)	0.4	$1.4M		5.9k	229.79	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.4	$1.3M	-15%	20k	64.77	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.4	$1.3M	+9%	23k	57.64	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.4	$1.3M	NEW	39k	32.72	View chart
Paychex Stock (PAYX)	0.4	$1.2M	+9%	14k	92.12	View chart
Kimberly-clark Corp Stock (KMB)	0.4	$1.2M	+12%	13k	96.47	View chart
Bank New York Mellon Corp Stock (BK)	0.4	$1.2M	-4%	10k	118.63	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.4	$1.2M	NEW	29k	41.06	View chart
Analog Devices Stock (ADI)	0.3	$1.1M		3.4k	318.13	View chart
HP Stock (HPQ)	0.3	$1.1M	+14%	56k	19.21	View chart
Cintas Corp Stock (CTAS)	0.3	$1.1M	+10%	6.4k	169.14	View chart
Walmart Stock (WMT)	0.3	$1.0M		8.3k	124.29	View chart
Pgim Ultra Short Municipal Bond Etf Etf (PUSH)	0.3	$1.0M	+7%	20k	50.34	View chart
General Mills Stock (GIS)	0.3	$998k	+12%	27k	37.22	View chart
Cencora Stock (COR)	0.3	$937k		3.0k	314.14	View chart
Truist Finl Corp Stock (TFC)	0.3	$825k	-6%	18k	45.97	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$758k		1.2k	650.43	View chart
Dominion Energy Stock (D)	0.2	$751k	+3%	12k	61.82	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$725k	-3%	24k	30.68	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$714k		1.7k	426.40	View chart
Amazon Stock (AMZN)	0.2	$629k	-32%	3.0k	208.27	View chart
Cme Group Stock (CME)	0.2	$610k	-2%	2.1k	295.35	View chart
Trane Technologies Stock (TT)	0.2	$592k		1.4k	416.74	View chart
Union Pac Corp Stock (UNP)	0.2	$588k	-2%	2.4k	242.60	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$543k		3.7k	148.10	View chart
International Business Machs Stock (IBM)	0.2	$536k	-3%	2.2k	242.39	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$519k	-7%	2.5k	208.11	View chart
L3harris Technologies Stock (LHX)	0.2	$512k		1.5k	345.24	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$468k	+11%	1.6k	287.00	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$457k	-3%	4.9k	93.98	View chart
Nvidia Corporation Stock (NVDA)	0.1	$453k		2.6k	174.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$449k	+10%	779.00	576.87	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$427k	+14%	2.0k	215.06	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$378k		10k	37.84	View chart
Texas Instrs Stock (TXN)	0.1	$357k	-5%	1.8k	194.14	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$335k	-2%	4.8k	70.18	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$331k	+4%	3.7k	90.53	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$328k		3.7k	87.84	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$326k	-40%	681.00	479.20	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$317k	+7%	1.6k	191.92	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$305k		4.5k	67.53	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.1	$301k		4.0k	75.15	View chart
Novartis Adr (NVS)	0.1	$295k		1.9k	152.75	View chart
Philip Morris Intl Stock (PM)	0.1	$295k	+21%	1.8k	165.31	View chart
At&t Stock (T)	0.1	$290k		10k	28.99	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.1	$287k		5.5k	52.19	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.1	$285k	-46%	3.3k	86.68	View chart
Ishares Us Transportation Etf Etf (IYT)	0.1	$269k	-66%	3.6k	74.60	View chart
Duke Energy Corp Stock (DUK)	0.1	$267k		2.0k	130.94	View chart
Netflix Stock (NFLX)	0.1	$257k	+2%	2.7k	96.15	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$249k		538.00	463.19	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$249k		1.2k	213.67	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.1	$248k	-66%	3.5k	70.03	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$234k	-3%	2.5k	94.24	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$234k	-52%	4.5k	51.93	View chart
Gilead Sciences Stock (GILD)	0.1	$223k		1.6k	139.37	View chart
Ishares U.s. Consumer Focused Etf Etf (IEDI)	0.1	$215k	-44%	4.0k	54.09	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$212k		2.4k	86.64	View chart

Past Filings by Commonwealth Retirement Investments

SEC 13F filings are viewable for Commonwealth Retirement Investments going back to 2022

Commonwealth Retirement Investments 2026 Q1 filed May 11, 2026
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

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