Commonwealth Retirement Investments LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CR Commonwealth Retirement Investments LLC | Institutional Filer | ▲ 4.05% | $323.2M | 120 |
Current Portfolio Holdings
Showing all 120 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 64K | $19.7M | 6.08% |
| 2 | XOM | Exxon Mobil Corporation | Energy | 79K | $13.3M | 4.12% |
| 3 | ABBV | AbbVie Inc. | Healthcare | 54K | $11.8M | 3.64% |
| 4 | MRK | Merck & Co., Inc. | Healthcare | 94K | $11.3M | 3.50% |
| 5 | MSFT | Microsoft Corporation | Technology | 30K | $11.1M | 3.43% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 37K | $10.9M | 3.39% |
| 7 | CVX | Chevron Corporation | Energy | 50K | $10.3M | 3.18% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 41K | $10.0M | 3.09% |
| 9 | LMT | Lockheed Martin Corporation | Industrials | 16K | $9.7M | 3.01% |
| 10 | PEP | PepsiCo, Inc. | Consumer Defensive | 59K | $9.2M | 2.83% |
| 11 | HD | The Home Depot, Inc. | Consumer Cyclical | 25K | $8.2M | 2.55% |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 111K | $8.2M | 2.53% |
| 13 | IVV | ISHARES CORE S&P 500 ETF | — | 12K | $8.0M | 2.49% |
| 14 | MO | Altria Group, Inc. | Consumer Defensive | 120K | $7.9M | 2.44% |
| 15 | PULS | PGIM ULTRA SHORT BOND ETF | — | 148K | $7.3M | 2.27% |
Showing 1 to 15 of 120 holdings