Commonwealth Retirement Investments
Latest statistics and disclosures from Commonwealth Retirement Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, ABBV, JNJ, MSFT, MRK, and represent 21.29% of Commonwealth Retirement Investments's stock portfolio.
- Added to shares of these 10 stocks: PG (+$7.6M), MS (+$7.4M), Exxon Mobil Corp, CMCSA, AVGO, HPQ, MRSH, NVDA, JNJ, INTU.
- Started 299 new stock positions in DTM, KHC, LMBS, SOLS, RY, BDX, AMT, HONA, PH, MSI.
- Reduced shares in these 10 stocks: , AMAT (-$7.1M), LRCX (-$5.4M), JPM, UPS, BMY, LEN, MCHP, NEM, PULS.
- Sold out of its positions in T, XOM.
- Commonwealth Retirement Investments was a net buyer of stock by $13M.
- Commonwealth Retirement Investments has $368M in assets under management (AUM), dropping by 13.99%.
- Central Index Key (CIK): 0001963787
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Portfolio Holdings for Commonwealth Retirement Investments
Commonwealth Retirement Investments holds 417 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom Stock (AVGO) | 7.5 | $28M | +14% | 73k | 377.75 |
|
| Abbvie Stock (ABBV) | 3.8 | $14M | +3% | 56k | 251.64 |
|
| Johnson & Johnson Stock (JNJ) | 3.6 | $13M | +27% | 52k | 253.97 |
|
| Microsoft Corp Stock (MSFT) | 3.5 | $13M | +15% | 35k | 373.02 |
|
| Merck & Co Stock (MRK) | 2.9 | $11M | -11% | 83k | 128.50 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.7 | $9.9M | +7% | 13k | 748.87 |
|
| Procter & Gamble Stock (PG) | 2.7 | $9.8M | +352% | 67k | 146.64 |
|
| Home Depot Stock (HD) | 2.6 | $9.6M | +9% | 27k | 352.68 |
|
| Chevron Corporation Stock (CVX) | 2.6 | $9.6M | +16% | 58k | 165.76 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 2.3 | $8.6M | +5% | 117k | 73.41 |
|
| Lam Research Corp Stock (LRCX) | 2.3 | $8.4M | -39% | 19k | 433.32 |
|
| Pepsico Stock (PEP) | 2.1 | $7.7M | -4% | 57k | 135.40 |
|
| Jpmorgan Chase & Co Stock (JPM) | 2.1 | $7.6M | -37% | 23k | 327.33 |
|
| Lockheed Martin Corp Stock (LMT) | 2.0 | $7.5M | -8% | 15k | 509.46 |
|
| Morgan Stanley Stock (MS) | 2.0 | $7.4M | NEW | 35k | 209.04 |
|
| Altria Group Stock (MO) | 1.9 | $7.0M | -18% | 97k | 71.95 |
|
| Unitedhealth Group Stock (UNH) | 1.8 | $6.6M | +52% | 16k | 415.63 |
|
| Cisco Sys Stock (CSCO) | 1.8 | $6.5M | 56k | 117.46 |
|
|
| Visa Inc Com Cl A Stock (V) | 1.7 | $6.1M | -12% | 18k | 343.09 |
|
| Pgim Ultra Short Bond Etf Etf (PULS) | 1.5 | $5.6M | -23% | 113k | 49.55 |
|
| Applied Matls Stock (AMAT) | 1.5 | $5.4M | -56% | 7.4k | 722.99 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 1.4 | $5.2M | +6% | 38k | 137.53 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.4 | $5.1M | +6% | 23k | 227.06 |
|
| Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) | 1.4 | $5.0M | +9% | 74k | 68.01 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.3 | $4.7M | +8% | 57k | 82.84 |
|
| HP Stock (HPQ) | 1.2 | $4.5M | +261% | 204k | 21.94 |
|
| Exxonmobil Holdings Corp Stock | 1.2 | $4.5M | NEW | 33k | 136.72 |
|
| Mastercard Incorporated Cl A Stock (MA) | 1.2 | $4.3M | +6% | 8.4k | 513.62 |
|
| Allstate Corp Stock (ALL) | 1.1 | $4.0M | +6% | 17k | 237.94 |
|
| Metlife Stock (MET) | 1.1 | $3.9M | +64% | 46k | 84.61 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 1.0 | $3.6M | +8% | 47k | 76.55 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 1.0 | $3.6M | NEW | 145k | 24.55 |
|
| Apple Stock (AAPL) | 1.0 | $3.5M | 12k | 289.35 |
|
|
| Nvidia Corporation Stock (NVDA) | 0.9 | $3.4M | +548% | 17k | 200.09 |
|
| Regions Financial Corp Stock (RF) | 0.9 | $3.4M | +84% | 111k | 30.20 |
|
| Aflac Stock (AFL) | 0.9 | $3.2M | +106% | 27k | 117.25 |
|
| Kla Corp Stock (KLAC) | 0.8 | $3.0M | +897% | 10k | 301.70 |
|
| Conocophillips Stock (COP) | 0.8 | $3.0M | +71% | 29k | 103.96 |
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.8 | $3.0M | NEW | 18k | 166.67 |
|
| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 0.8 | $2.9M | +4% | 55k | 52.72 |
|
| Intuit Stock (INTU) | 0.7 | $2.7M | NEW | 11k | 261.01 |
|
| Amgen Stock (AMGN) | 0.7 | $2.6M | -38% | 7.2k | 362.11 |
|
| Price T Rowe Group Stock (TROW) | 0.7 | $2.6M | -33% | 23k | 113.69 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.7 | $2.5M | +4% | 7.3k | 342.83 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.7 | $2.5M | +9% | 20k | 124.42 |
|
| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 0.6 | $2.4M | +6% | 55k | 43.11 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.6 | $2.3M | +6% | 11k | 219.43 |
|
| Best Buy Stock (BBY) | 0.6 | $2.3M | +6% | 30k | 75.88 |
|
| Tjx Cos Stock (TJX) | 0.6 | $2.1M | -39% | 14k | 151.50 |
|
| Pgim Ultra Short Municipal Bond Etf Etf (PUSH) | 0.6 | $2.0M | +98% | 40k | 50.41 |
|
| Prudential Finl Stock (PRU) | 0.6 | $2.0M | +8% | 19k | 107.93 |
|
| Costco Wholesale Corporation Stock (COST) | 0.6 | $2.0M | 2.2k | 935.47 |
|
|
| Tractor Supply Stock (TSCO) | 0.5 | $2.0M | +2% | 62k | 31.61 |
|
| Automatic Data Processing Stock (ADP) | 0.5 | $1.9M | 8.6k | 223.95 |
|
|
| Paychex Stock (PAYX) | 0.5 | $1.8M | +34% | 18k | 98.33 |
|
| Darden Restaurants Stock (DRI) | 0.5 | $1.8M | +7% | 8.5k | 206.01 |
|
| Travelers Companies Stock (TRV) | 0.5 | $1.7M | +4% | 5.3k | 330.12 |
|
| Principal Financial Group Stock (PFG) | 0.5 | $1.7M | -8% | 16k | 107.78 |
|
| Eog Res Stock (EOG) | 0.4 | $1.6M | +3% | 13k | 129.73 |
|
| Ishares Large Cap Core Active Etf Etf (BLCR) | 0.4 | $1.6M | +6% | 31k | 50.37 |
|
| Amphenol Corp Cl A Stock (APH) | 0.4 | $1.5M | NEW | 8.4k | 176.32 |
|
| Ge Aerospace Stock (GE) | 0.4 | $1.5M | NEW | 3.9k | 373.73 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.4 | $1.4M | 10k | 144.61 |
|
|
| Cintas Corp Stock (CTAS) | 0.4 | $1.4M | +33% | 8.5k | 170.08 |
|
| Marathon Pete Corp Stock (MPC) | 0.4 | $1.4M | NEW | 5.5k | 255.65 |
|
| Analog Devices Stock (ADI) | 0.4 | $1.4M | 3.4k | 397.17 |
|
|
| Ishares Defense Industrials Active Etf Etf (IDEF) | 0.4 | $1.3M | +7% | 42k | 31.78 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.4 | $1.3M | 5.9k | 222.88 |
|
|
| Diamondback Energy Stock (FANG) | 0.3 | $1.3M | NEW | 7.3k | 175.78 |
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.3 | $1.3M | -74% | 12k | 107.50 |
|
| M & T Bk Corp Stock (MTB) | 0.3 | $1.1M | -57% | 4.8k | 238.01 |
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.3 | $1.1M | 20k | 56.59 |
|
|
| Trane Technologies Stock (TT) | 0.3 | $1.1M | +54% | 2.2k | 491.16 |
|
| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.0M | -75% | 18k | 57.62 |
|
| Amazon Stock (AMZN) | 0.3 | $1.0M | +41% | 4.3k | 238.34 |
|
| Walmart Stock (WMT) | 0.3 | $942k | 8.3k | 113.26 |
|
|
| Truist Finl Corp Stock (TFC) | 0.2 | $895k | 18k | 49.82 |
|
|
| Cencora Stock (COR) | 0.2 | $844k | 3.0k | 282.98 |
|
|
| Fastenal Stock (FAST) | 0.2 | $841k | -63% | 18k | 48.03 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $831k | +300% | 6.7k | 124.17 |
|
| Dominion Energy Stock (D) | 0.2 | $825k | 12k | 68.29 |
|
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.2 | $779k | -10% | 1.0k | 746.89 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $704k | -5% | 22k | 31.71 |
|
| Union Pac Corp Stock (UNP) | 0.2 | $644k | -2% | 2.4k | 271.99 |
|
| International Business Machs Stock (IBM) | 0.2 | $632k | 2.2k | 281.21 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $602k | 2.4k | 246.26 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $581k | 790.00 | 736.00 |
|
|
| Hershey Stock (HSY) | 0.2 | $573k | -67% | 3.3k | 175.45 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $566k | +20% | 2.4k | 236.62 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $540k | +5% | 1.7k | 314.59 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $535k | -7% | 3.4k | 158.03 |
|
| Abbott Laboratories Stock (ABT) | 0.1 | $535k | -76% | 5.9k | 90.74 |
|
| Texas Instrs Stock (TXN) | 0.1 | $534k | -2% | 1.8k | 298.07 |
|
| Lennar Corp Cl A Stock (LEN) | 0.1 | $533k | -79% | 5.9k | 90.49 |
|
| Cme Group Stock (CME) | 0.1 | $444k | -2% | 2.0k | 220.83 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $437k | -2% | 4.7k | 92.27 |
|
| L3harris Technologies Stock (LHX) | 0.1 | $425k | 1.5k | 290.68 |
|
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $378k | +7% | 3.9k | 96.58 |
|
| Enterprise Prods Partners Stock (EPD) | 0.1 | $368k | 10k | 36.76 |
|
|
| Cf Industries Hold Stock (CF) | 0.1 | $358k | -80% | 3.3k | 108.26 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $348k | 4.5k | 77.11 |
|
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $341k | -5% | 4.5k | 75.79 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $341k | 681.00 | 500.39 |
|
|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $337k | -5% | 3.5k | 95.63 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $330k | -6% | 1.5k | 212.77 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $323k | 1.8k | 180.95 |
|
|
| Vanguard Core Tax-exempt Bond Etf Etf (VCRM) | 0.1 | $306k | 4.0k | 76.40 |
|
|
| Novartis Adr (NVS) | 0.1 | $303k | 1.9k | 156.72 |
|
|
| Ishares Us Transportation Etf Etf (IYT) | 0.1 | $300k | -4% | 3.5k | 86.75 |
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $298k | -78% | 2.7k | 109.77 |
|
| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $294k | -9% | 3.0k | 99.01 |
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $291k | NEW | 243.00 | 1198.52 |
|
| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.1 | $289k | 5.5k | 52.60 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $283k | 1.2k | 242.43 |
|
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $281k | 538.00 | 522.39 |
|
|
| Newmont Corp Stock (NEM) | 0.1 | $277k | -86% | 3.0k | 93.40 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $258k | 2.0k | 126.58 |
|
|
| Ishares U.s. Consumer Staples Etf Etf (IYK) | 0.1 | $240k | -6% | 3.3k | 72.66 |
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| Ishares Flexible Income Active Etf Etf (BINC) | 0.1 | $236k | 4.5k | 52.34 |
|
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| Microchip Technology Stock (MCHP) | 0.1 | $235k | -88% | 2.6k | 91.20 |
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| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.1 | $233k | 2.4k | 95.44 |
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| Coca Cola Stock (KO) | 0.1 | $232k | NEW | 2.9k | 81.28 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $228k | NEW | 638.00 | 357.23 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $226k | NEW | 234.00 | 965.00 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $221k | -83% | 3.8k | 57.84 |
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| Vanguard International High Dividend Yield Etf Etf (VYMI) | 0.1 | $217k | -11% | 2.2k | 98.20 |
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| Ishares U.s. Consumer Focused Etf Etf (IEDI) | 0.1 | $207k | -4% | 3.8k | 54.79 |
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| Eaton Corp Stock (ETN) | 0.1 | $207k | NEW | 485.00 | 426.18 |
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| Target Corp Stock (TGT) | 0.1 | $193k | -89% | 1.5k | 130.58 |
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| Netflix Stock (NFLX) | 0.1 | $191k | 2.7k | 71.40 |
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| Gilead Sciences Stock (GILD) | 0.1 | $190k | -6% | 1.5k | 126.34 |
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| Vanguard Morningstar Value Etf Etf (VTV) | 0.0 | $177k | NEW | 810.00 | 217.93 |
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| American Elec Pwr Stock (AEP) | 0.0 | $171k | NEW | 1.2k | 136.81 |
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| Pfizer Stock (PFE) | 0.0 | $166k | NEW | 6.9k | 24.08 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $161k | NEW | 417.00 | 386.73 |
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| Vanguard Morningstar Growth Etf Etf (VUG) | 0.0 | $160k | NEW | 1.9k | 86.14 |
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| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $155k | NEW | 534.00 | 290.62 |
|
| Ishares Global Tech Etf Etf (IXN) | 0.0 | $155k | NEW | 1.1k | 144.48 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $154k | NEW | 4.6k | 33.84 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $150k | NEW | 266.00 | 562.32 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $143k | NEW | 2.7k | 53.11 |
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| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.0 | $142k | NEW | 587.00 | 242.42 |
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| Caterpillar Stock (CAT) | 0.0 | $131k | NEW | 123.00 | 1063.76 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.0 | $120k | NEW | 3.1k | 38.88 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $120k | NEW | 1.2k | 103.47 |
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| American Express Stock (AXP) | 0.0 | $117k | NEW | 345.00 | 338.49 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $113k | NEW | 561.00 | 200.62 |
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| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.0 | $111k | NEW | 701.00 | 158.66 |
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| General Mills Stock (GIS) | 0.0 | $110k | -88% | 3.2k | 34.80 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $105k | NEW | 388.00 | 270.31 |
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| Oracle Corp Stock (ORCL) | 0.0 | $98k | NEW | 668.00 | 146.60 |
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| Primis Financial Corp Stock (FRST) | 0.0 | $97k | NEW | 5.9k | 16.37 |
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| Kinsale Cap Group Stock (KNSL) | 0.0 | $92k | NEW | 278.00 | 329.81 |
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| Rio Tinto Adr (RIO) | 0.0 | $88k | NEW | 922.00 | 94.97 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $86k | NEW | 243.00 | 353.35 |
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| Republic Svcs Stock (RSG) | 0.0 | $85k | NEW | 400.00 | 213.08 |
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| Mckesson Corp Stock (MCK) | 0.0 | $80k | NEW | 106.00 | 755.60 |
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| Lowes Cos Stock (LOW) | 0.0 | $80k | NEW | 363.00 | 220.34 |
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| Chubb Stock (CB) | 0.0 | $79k | NEW | 233.00 | 340.74 |
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| Tesla Stock (TSLA) | 0.0 | $78k | NEW | 185.00 | 420.60 |
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| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $78k | NEW | 804.00 | 96.46 |
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| Lincoln Natl Corp Ind Stock (LNC) | 0.0 | $77k | NEW | 2.2k | 35.35 |
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| Rpm Intl Stock (RPM) | 0.0 | $74k | NEW | 665.00 | 111.15 |
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| Corteva Stock (CTVA) | 0.0 | $71k | NEW | 833.00 | 84.69 |
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| Markel Group Stock (MKL) | 0.0 | $70k | NEW | 36.00 | 1953.00 |
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| Qnity Electronics Stock (Q) | 0.0 | $68k | NEW | 415.00 | 163.31 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $67k | NEW | 105.00 | 640.76 |
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| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 0.0 | $64k | NEW | 728.00 | 87.85 |
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| Cardinal Health Stock (CAH) | 0.0 | $63k | NEW | 263.00 | 237.56 |
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| Bank Of Amer Corp Stock (BAC) | 0.0 | $62k | NEW | 1.1k | 56.96 |
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| Honeywell Intl Stock (HON) | 0.0 | $60k | NEW | 267.00 | 223.90 |
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| Honeywell Aerospace Stock (HONA) | 0.0 | $59k | NEW | 267.00 | 221.08 |
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| American Wtr Wks Stock (AWK) | 0.0 | $58k | NEW | 444.00 | 131.58 |
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| Verizon Communications Stock (VZ) | 0.0 | $56k | NEW | 1.3k | 42.34 |
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| Watsco Stock (WSO) | 0.0 | $55k | NEW | 132.00 | 416.73 |
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| Ge Vernova Stock (GEV) | 0.0 | $54k | NEW | 46.00 | 1174.87 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $53k | NEW | 77.00 | 690.75 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $53k | NEW | 145.00 | 365.87 |
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| Lamar Advertising Co Cl A Reit (LAMR) | 0.0 | $53k | NEW | 340.00 | 155.98 |
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| Rtx Corporation Stock (RTX) | 0.0 | $53k | NEW | 277.00 | 189.73 |
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| Ishares Msci Usa Value Factor Etf Etf (VLUE) | 0.0 | $53k | NEW | 263.00 | 199.81 |
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| Ishares U.s. Industrials Etf Etf (IYJ) | 0.0 | $52k | NEW | 311.00 | 166.65 |
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| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.0 | $48k | NEW | 595.00 | 80.16 |
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| Atlantic Un Bankshares Corp Stock (AUB) | 0.0 | $47k | NEW | 1.1k | 42.30 |
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| Carmax Stock (KMX) | 0.0 | $45k | NEW | 850.00 | 52.89 |
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| Nextera Energy Stock (NEE) | 0.0 | $45k | NEW | 508.00 | 87.77 |
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| Dt Midstream Stock (DTM) | 0.0 | $44k | NEW | 300.00 | 146.74 |
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| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $42k | NEW | 168.00 | 252.23 |
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| Pool Corp Stock (POOL) | 0.0 | $42k | NEW | 194.00 | 214.90 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $41k | NEW | 966.00 | 42.59 |
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| Ishares International Dividend Growth Etf Etf (IGRO) | 0.0 | $41k | NEW | 465.00 | 87.93 |
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| Adobe Stock (ADBE) | 0.0 | $41k | NEW | 198.00 | 205.02 |
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| Ishares U.s. Home Construction Etf Etf (ITB) | 0.0 | $40k | NEW | 387.00 | 104.48 |
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| Prologis Reit (PLD) | 0.0 | $40k | NEW | 294.00 | 135.26 |
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| Nucor Corp Stock (NUE) | 0.0 | $40k | NEW | 178.00 | 222.75 |
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| Devon Energy Corp Stock (DVN) | 0.0 | $39k | NEW | 940.00 | 41.32 |
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| Vanguard Consumer Staples Etf Etf (VDC) | 0.0 | $38k | NEW | 170.00 | 225.49 |
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| Boeing Stock (BA) | 0.0 | $38k | NEW | 175.00 | 216.47 |
|
| Ishares Msci Agriculture Producers Etf Etf (VEGI) | 0.0 | $38k | NEW | 858.00 | 44.11 |
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| Dupont De Nemours Stock (DD) | 0.0 | $38k | NEW | 277.00 | 135.64 |
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| Corning Stock (GLW) | 0.0 | $38k | NEW | 147.00 | 255.43 |
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| Williams Cos Stock (WMB) | 0.0 | $37k | NEW | 500.00 | 74.34 |
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| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.0 | $37k | NEW | 227.00 | 163.67 |
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| State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV) | 0.0 | $36k | NEW | 877.00 | 40.96 |
|
| Wells Fargo & Co Stock (WFC) | 0.0 | $36k | NEW | 429.00 | 82.64 |
|
| Sba Communications Corp Cl A Reit (SBAC) | 0.0 | $35k | NEW | 200.00 | 176.46 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $35k | NEW | 1.1k | 33.29 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $35k | NEW | 375.00 | 92.09 |
|
| Roblox Corp Cl A Stock (RBLX) | 0.0 | $35k | NEW | 634.00 | 54.38 |
|
| Taiwan Semiconductor Manufact Adr (TSM) | 0.0 | $33k | NEW | 70.00 | 477.57 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $32k | NEW | 1.0k | 31.97 |
|
| Tri Contl Corp Cef (TY) | 0.0 | $31k | NEW | 900.00 | 34.42 |
|
| Agco Corp Stock (AGCO) | 0.0 | $31k | NEW | 255.00 | 119.53 |
|
| Deere & Co Stock (DE) | 0.0 | $30k | NEW | 48.00 | 634.33 |
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.0 | $29k | NEW | 421.00 | 69.45 |
|
| Ishares U.s. Healthcare Providers Etf Etf (IHF) | 0.0 | $29k | NEW | 527.00 | 55.33 |
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $29k | NEW | 590.00 | 49.41 |
|
| Phillips 66 Stock (PSX) | 0.0 | $29k | NEW | 172.00 | 169.24 |
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.0 | $29k | NEW | 204.00 | 142.39 |
|
| Wp Carey Reit (WPC) | 0.0 | $29k | NEW | 400.00 | 71.50 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $28k | NEW | 28.00 | 1003.82 |
|
| Nvent Elec Stock (NVT) | 0.0 | $28k | NEW | 164.00 | 169.61 |
|
| Barclays Adr (BCS) | 0.0 | $27k | NEW | 1.0k | 26.86 |
|
| Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $26k | NEW | 238.00 | 109.83 |
|
| Vanguard Long-term Treasury Etf Etf (VGLT) | 0.0 | $26k | NEW | 467.00 | 55.18 |
|
| Qualcomm Stock (QCOM) | 0.0 | $26k | NEW | 139.00 | 184.17 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $25k | NEW | 937.00 | 26.65 |
|
| Xcel Energy Stock (XEL) | 0.0 | $25k | NEW | 309.00 | 80.30 |
|
| Disney Walt Stock (DIS) | 0.0 | $25k | NEW | 256.00 | 96.09 |
|
| Bank Montreal Medium Stock (BMO) | 0.0 | $25k | NEW | 139.00 | 176.70 |
|
| Old Rep Intl Corp Stock (ORI) | 0.0 | $25k | NEW | 600.00 | 40.92 |
|
| Snowflake Stock (SNOW) | 0.0 | $24k | NEW | 96.00 | 254.50 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $24k | NEW | 219.00 | 110.32 |
|
| Fidelity Natl Finl Stock (FNF) | 0.0 | $24k | NEW | 508.00 | 47.16 |
|
| Packaging Corp Amer Stock (PKG) | 0.0 | $24k | NEW | 100.00 | 238.28 |
|
| First Solar Stock (FSLR) | 0.0 | $24k | NEW | 100.00 | 235.96 |
|
| Xylem Stock (XYL) | 0.0 | $23k | NEW | 195.00 | 118.21 |
|
| Dte Energy Stock (DTE) | 0.0 | $23k | NEW | 150.00 | 152.37 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $23k | NEW | 84.00 | 268.86 |
|
| Royal Bk Cda Stock (RY) | 0.0 | $23k | NEW | 109.00 | 206.97 |
|
| Martin Marietta Matls Stock (MLM) | 0.0 | $23k | NEW | 39.00 | 576.69 |
|
| Centene Corp Del Stock (CNC) | 0.0 | $23k | NEW | 350.00 | 64.19 |
|
| Dnp Select Income Cef (DNP) | 0.0 | $22k | NEW | 2.0k | 10.79 |
|
| Ishares U.s. Consumer Discretionary Etf Etf (IYC) | 0.0 | $22k | NEW | 213.00 | 101.10 |
|
| Blackrock Stock (BLK) | 0.0 | $21k | NEW | 22.00 | 973.68 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $21k | NEW | 117.00 | 180.25 |
|
| Intel Corp Stock (INTC) | 0.0 | $21k | NEW | 150.00 | 140.06 |
|
| Performance Food Group Stock (PFGC) | 0.0 | $21k | NEW | 185.00 | 111.79 |
|
| Aberdeen Mun Income Fd Sh Ben Int Cef (MFM) | 0.0 | $20k | NEW | 3.6k | 5.62 |
|
| Dow Hldgs Stock (DOW) | 0.0 | $20k | NEW | 722.00 | 27.36 |
|
| Viking Therapeutics Stock (VKTX) | 0.0 | $20k | NEW | 500.00 | 39.01 |
|
| Pimco Access Income Fund Shs Benfin Int Cef (PAXS) | 0.0 | $19k | NEW | 1.3k | 14.55 |
|
| Salesforce Stock (CRM) | 0.0 | $19k | NEW | 120.00 | 156.35 |
|
| Bunge Global Sa Stock (BG) | 0.0 | $19k | NEW | 174.00 | 106.73 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $19k | NEW | 172.00 | 107.62 |
|
| Bioventus Inc Com Cl A Stock (BVS) | 0.0 | $19k | NEW | 2.0k | 9.44 |
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.0 | $18k | NEW | 232.00 | 79.42 |
|
| Bluerock Pvt Real Estate Cef (BPRE) | 0.0 | $18k | NEW | 1.4k | 13.01 |
|
| Crown Castle Reit (CCI) | 0.0 | $18k | NEW | 233.00 | 75.73 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $17k | NEW | 148.00 | 116.67 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $17k | NEW | 63.00 | 270.48 |
|
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.0 | $17k | NEW | 247.00 | 67.01 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $17k | NEW | 48.00 | 344.31 |
|
| Vanguard Morningstar Small-cap Growth Etf Etf (VBK) | 0.0 | $17k | NEW | 45.00 | 365.71 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $16k | NEW | 66.00 | 248.44 |
|
| Suncor Energy Stock (SU) | 0.0 | $16k | NEW | 300.00 | 53.68 |
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.0 | $16k | NEW | 294.00 | 54.69 |
|
| Citigroup Stock (C) | 0.0 | $16k | NEW | 114.00 | 139.90 |
|
| Fedex Corp Stock (FDX) | 0.0 | $16k | NEW | 50.00 | 313.14 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $16k | NEW | 200.00 | 77.54 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $15k | NEW | 43.00 | 353.65 |
|
| Nbt Bancorp Stock (NBTB) | 0.0 | $15k | NEW | 308.00 | 49.37 |
|
| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $15k | NEW | 75.00 | 201.61 |
|
| Ishares U.s. Utilities Etf Etf (IDU) | 0.0 | $15k | NEW | 131.00 | 114.61 |
|
| American Tower Corp Reit (AMT) | 0.0 | $15k | NEW | 92.00 | 163.13 |
|
| United Airls Hldgs Stock (UAL) | 0.0 | $15k | NEW | 110.00 | 135.99 |
|
| Vanguard Morningstar Small-cap Value Etf Etf (VBR) | 0.0 | $15k | NEW | 61.00 | 242.98 |
|
| Air Products And Chemicals Stock (APD) | 0.0 | $15k | NEW | 50.00 | 293.18 |
|
| Vanguard Morningstar Total Stock Market Etf Etf (VTI) | 0.0 | $14k | NEW | 39.00 | 366.54 |
|
| Csx Corp Stock (CSX) | 0.0 | $14k | NEW | 300.00 | 47.53 |
|
| Invesco S&p 500 Momentum Etf Etf (SPMO) | 0.0 | $14k | NEW | 88.00 | 161.55 |
|
| Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) | 0.0 | $14k | NEW | 168.00 | 84.60 |
|
| Liberty All Star Equity Fd Sh Ben Int Cef (USA) | 0.0 | $14k | NEW | 2.4k | 5.81 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $14k | NEW | 44.00 | 314.95 |
|
| Independence Rlty Tr Reit (IRT) | 0.0 | $14k | NEW | 825.00 | 16.69 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $14k | NEW | 14.00 | 978.14 |
|
| Apple Hospitality Reit Reit (APLE) | 0.0 | $13k | NEW | 800.00 | 16.81 |
|
| Prospect Cap Corp Cef (PSEC) | 0.0 | $13k | NEW | 5.8k | 2.31 |
|
| Emerson Elec Stock (EMR) | 0.0 | $13k | NEW | 92.00 | 143.27 |
|
| Enbridge Stock (ENB) | 0.0 | $13k | NEW | 238.00 | 54.21 |
|
| Totalenergies Se Act Stock (TTE) | 0.0 | $13k | NEW | 161.00 | 77.76 |
|
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $12k | NEW | 274.00 | 44.85 |
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $12k | NEW | 262.00 | 46.48 |
|
| Solstice Advanced Matls Stock (SOLS) | 0.0 | $12k | NEW | 134.00 | 88.60 |
|
| Micron Technology Stock (MU) | 0.0 | $12k | NEW | 10.00 | 1154.30 |
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $11k | NEW | 67.00 | 170.87 |
|
| Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) | 0.0 | $11k | NEW | 500.00 | 22.84 |
|
| Smucker J M Stock (SJM) | 0.0 | $11k | NEW | 100.00 | 112.50 |
|
| Par Pac Holdings Stock (PARR) | 0.0 | $11k | NEW | 200.00 | 56.08 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $11k | NEW | 25.00 | 431.48 |
|
| Garmin Stock (GRMN) | 0.0 | $10k | NEW | 44.00 | 236.55 |
|
| Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) | 0.0 | $10k | NEW | 374.00 | 27.65 |
|
| First Natl Corp Va Stock (FXNC) | 0.0 | $10k | NEW | 342.00 | 30.02 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $10k | NEW | 300.00 | 34.00 |
|
| Gaming & Leisure P Reit (GLPI) | 0.0 | $10k | NEW | 229.00 | 44.53 |
|
| First Trust Low Duration Opportunities Etf Etf (LMBS) | 0.0 | $10k | NEW | 200.00 | 49.78 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $10k | NEW | 45.00 | 221.20 |
|
| Fiserv Stock (FISV) | 0.0 | $9.8k | NEW | 200.00 | 49.05 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $9.6k | NEW | 379.00 | 25.26 |
|
| Uber Technologies Stock (UBER) | 0.0 | $9.5k | NEW | 132.00 | 72.16 |
|
| Kraft Heinz Stock (KHC) | 0.0 | $9.5k | NEW | 401.00 | 23.65 |
|
| Hartford Insurance Group Stock (HIG) | 0.0 | $9.3k | NEW | 70.00 | 132.51 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $9.0k | NEW | 94.00 | 95.98 |
|
| Ishares Msci Global Gold Miners Etf Etf (RING) | 0.0 | $9.0k | NEW | 139.00 | 64.60 |
|
| Astrazeneca Plc Ord Adr (AZN) | 0.0 | $8.9k | NEW | 47.00 | 189.62 |
|
| Delta Air Lines Stock (DAL) | 0.0 | $8.8k | NEW | 94.00 | 93.21 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $8.7k | NEW | 15.00 | 580.93 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $8.5k | NEW | 112.00 | 75.51 |
|
| Southstate Bk Corp Stock (SSB) | 0.0 | $8.1k | NEW | 81.00 | 99.90 |
|
| Dover Corp Stock (DOV) | 0.0 | $8.1k | NEW | 36.00 | 224.28 |
|
| Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) | 0.0 | $7.9k | NEW | 137.00 | 57.66 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $7.9k | NEW | 20.00 | 393.95 |
|
| General Mtrs Stock (GM) | 0.0 | $7.8k | NEW | 101.00 | 77.44 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $7.6k | NEW | 25.00 | 302.96 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $7.6k | NEW | 50.00 | 151.34 |
|
| Ark Next Generation Internet Etf Etf (ARKW) | 0.0 | $7.2k | NEW | 50.00 | 144.86 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $7.2k | NEW | 17.00 | 421.24 |
|
| Builders Firstsource Stock (BLDR) | 0.0 | $7.1k | NEW | 79.00 | 89.48 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $7.1k | NEW | 27.00 | 261.30 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $6.9k | NEW | 72.00 | 96.43 |
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $6.9k | NEW | 89.00 | 77.79 |
|
| Chemours Stock (CC) | 0.0 | $6.8k | NEW | 329.00 | 20.52 |
|
| British Amern Tob Adr (BTI) | 0.0 | $6.5k | NEW | 106.00 | 61.76 |
|
| Blackstone Stock (BX) | 0.0 | $6.5k | NEW | 55.00 | 117.84 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $6.5k | NEW | 19.00 | 341.00 |
|
| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.0 | $6.5k | NEW | 63.00 | 102.81 |
|
| 3M Stock (MMM) | 0.0 | $6.5k | NEW | 40.00 | 161.90 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $6.1k | NEW | 45.00 | 136.44 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $6.1k | NEW | 8.00 | 763.12 |
|
| Service Corp Intl Stock (SCI) | 0.0 | $6.1k | NEW | 80.00 | 75.96 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $6.0k | NEW | 76.00 | 78.82 |
|
| Servicenow Stock (NOW) | 0.0 | $5.9k | NEW | 59.00 | 99.29 |
|
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $5.8k | NEW | 119.00 | 49.13 |
|
| Carnival Corp Ltd Common Shares Stock (CCL) | 0.0 | $5.7k | NEW | 200.00 | 28.57 |
|
| Linde Stock (LIN) | 0.0 | $5.7k | NEW | 11.00 | 518.91 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $5.7k | NEW | 38.00 | 149.58 |
|
| Ishares Esg Aware Msci Usa Value Etf Etf (EVUS) | 0.0 | $5.4k | NEW | 153.00 | 35.11 |
|
| Yum Brands Stock (YUM) | 0.0 | $5.0k | NEW | 31.00 | 159.87 |
|
| Labcorp Holdings Stock (LH) | 0.0 | $4.8k | NEW | 17.00 | 280.00 |
|
| State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) | 0.0 | $4.6k | NEW | 64.00 | 71.50 |
|
| Autodesk Stock (ADSK) | 0.0 | $4.5k | NEW | 23.00 | 194.43 |
|
| Ford Mtr Stock (F) | 0.0 | $4.2k | NEW | 301.00 | 13.90 |
|
| Iron Mtn Inc Del Reit (IRM) | 0.0 | $4.1k | NEW | 33.00 | 125.00 |
|
| S&p Global Stock (SPGI) | 0.0 | $4.1k | NEW | 10.00 | 408.20 |
|
| Cloudflare Inc Cl A Stock (NET) | 0.0 | $3.9k | NEW | 16.00 | 245.25 |
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $3.9k | NEW | 73.00 | 53.62 |
|
| Unilever Adr (UL) | 0.0 | $3.8k | NEW | 63.00 | 60.13 |
|
| Ryan Specialty Holdings Inc Cl A Stock (RYAN) | 0.0 | $3.8k | NEW | 100.00 | 37.76 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.0 | $3.8k | NEW | 25.00 | 151.00 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.0 | $3.7k | NEW | 36.00 | 102.31 |
|
| Zscaler Stock (ZS) | 0.0 | $3.5k | NEW | 25.00 | 141.16 |
|
| Diageo Adr (DEO) | 0.0 | $3.5k | NEW | 43.00 | 80.37 |
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $3.4k | NEW | 132.00 | 25.95 |
|
| Arista Networks Stock (ANET) | 0.0 | $3.4k | NEW | 20.00 | 169.90 |
|
| Reddit Inc Cl A Stock (RDDT) | 0.0 | $3.3k | NEW | 19.00 | 173.58 |
|
| Leidos Holdings Stock (LDOS) | 0.0 | $3.3k | NEW | 32.00 | 102.97 |
|
| Evergy Stock (EVRG) | 0.0 | $3.3k | NEW | 38.00 | 85.58 |
|
| Quest Diagnostics Stock (DGX) | 0.0 | $3.1k | NEW | 15.00 | 205.13 |
|
| GSK Adr (GSK) | 0.0 | $2.9k | NEW | 56.00 | 52.43 |
|
| Vistra Corp Stock (VST) | 0.0 | $2.9k | NEW | 18.00 | 159.11 |
|
| Etsy Stock (ETSY) | 0.0 | $2.8k | NEW | 37.00 | 75.32 |
|
| Evolent Health Inc Cl A Stock (EVH) | 0.0 | $2.7k | NEW | 503.00 | 5.42 |
|
| Wendys Stock (WEN) | 0.0 | $2.7k | NEW | 327.00 | 8.29 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $2.7k | NEW | 20.00 | 135.05 |
|
| Chewy Inc Cl A Stock (CHWY) | 0.0 | $2.7k | NEW | 135.00 | 19.65 |
|
| Arcutis Biotherapeutics Stock (ARQT) | 0.0 | $2.6k | NEW | 100.00 | 26.22 |
|
| Six Flags Entertainment Corp Stock (FUN) | 0.0 | $2.5k | NEW | 118.00 | 21.30 |
|
| Beam Global Stock (BEEM) | 0.0 | $2.4k | NEW | 1.9k | 1.30 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $2.4k | NEW | 6.00 | 397.67 |
|
| Waters Corp Stock (WAT) | 0.0 | $2.3k | NEW | 6.00 | 375.00 |
|
| Global X Dax Germany Etf Etf (DAX) | 0.0 | $2.2k | NEW | 50.00 | 44.16 |
|
| Coreweave Inc Com Cl A Stock (CRWV) | 0.0 | $2.2k | NEW | 22.00 | 99.55 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $2.0k | NEW | 16.00 | 127.81 |
|
| Brighthouse Finl Stock (BHF) | 0.0 | $2.0k | NEW | 32.00 | 63.31 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $1.6k | NEW | 13.00 | 124.46 |
|
| Ishares Managed Futures Active Etf Etf (ISMF) | 0.0 | $1.6k | NEW | 57.00 | 27.95 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $1.5k | NEW | 10.00 | 146.20 |
|
| Alcoa Corp Stock (AA) | 0.0 | $1.5k | NEW | 28.00 | 52.14 |
|
| Mp Materials Corp Com Cl A Stock (MP) | 0.0 | $1.4k | NEW | 25.00 | 56.00 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $1.0k | NEW | 14.00 | 71.86 |
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.0 | $939.000000 | NEW | 20.00 | 46.95 |
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.0 | $767.000400 | NEW | 12.00 | 63.92 |
|
| Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) | 0.0 | $698.999900 | NEW | 23.00 | 30.39 |
|
| Viatris Stock (VTRS) | 0.0 | $635.000000 | NEW | 40.00 | 15.88 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $615.997800 | NEW | 66.00 | 9.33 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $615.000100 | NEW | 11.00 | 55.91 |
|
| F&g Annuities & Life Stock (FG) | 0.0 | $584.999800 | NEW | 22.00 | 26.59 |
|
| Solventum Corp Stock (SOLV) | 0.0 | $540.000300 | NEW | 7.00 | 77.14 |
|
| Genworth Finl Stock (GNW) | 0.0 | $474.000000 | NEW | 50.00 | 9.48 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $430.000000 | NEW | 5.00 | 86.00 |
|
| Millrose Pptys Inc Com Cl A Reit (MRP) | 0.0 | $330.999900 | NEW | 11.00 | 30.09 |
|
| Fortrea Hldgs Stock (FTRE) | 0.0 | $296.000600 | NEW | 17.00 | 17.41 |
|
| Magnum Ice Cream Co Nv Ord Stock (MICC) | 0.0 | $244.000400 | NEW | 14.00 | 17.43 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $177.000000 | NEW | 1.00 | 177.00 |
|
| Defiance Quantum Etf Etf (QTUM) | 0.0 | $165.000000 | NEW | 1.00 | 165.00 |
|
| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $144.000000 | NEW | 4.00 | 36.00 |
|
| Baron First Principles Etf Etf (RONB) | 0.0 | $98.000000 | NEW | 4.00 | 24.50 |
|
| Trump Media & Technology Group Stock (DJT) | 0.0 | $77.000000 | NEW | 10.00 | 7.70 |
|
| Tenax Therapeutics Stock (TENX) | 0.0 | $29.000000 | NEW | 2.00 | 14.50 |
|
| Proshares Bitcoin Etf Etf (BITO) | 0.0 | $10.000000 | NEW | 1.00 | 10.00 |
|
| Amc Entmt Hldgs Inc Cl A Stock (AMC) | 0.0 | $4.000000 | NEW | 2.00 | 2.00 |
|
| Altimmune Stock (ALT) | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
| Canopy Growth Corporation Stock (CGC) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
| 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 2026 Q2 filed Aug. 3, 2026
- 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