Filer Name: COMMONWEALTH RETIREMENT INVESTMENTS LLC
CIK: 1963787
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 99
Portfolio Value: $0.24B

Commonwealth Retirement Investments Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVGO US BROADCOM INC 88,356 $20M 8.44% -6.0% -
JPM US JPMORGAN CHASE & CO 49,086 $12M 4.85% -0.3% -
MSFT US MICROSOFT CORP 25,689 $11M 4.46% 2.7% -
ABBV US ABBVIE INC 48,889 $9M 3.58% 2.8% -
IVV US ISHARES CORE S&P 500 ETF 14,519 $9M 3.52% -8.8% -
XOM US EXXON MOBIL CORP 76,067 $8M 3.37% 1.8% -
CSCO US CISCO SYSTEMS INC 119,182 $7M 2.91% 0.0% -
HD US HOME DEPOT INC 18,181 $7M 2.91% -0.5% -
JNJ US JOHNSON & JOHNSON 46,841 $7M 2.79% -4.2% -
BND US VANGUARD TOTAL BOND MARKET 86,564 $6M 2.56% 8.4% -
MO US ALTRIA GROUP INC 117,809 $6M 2.54% -0.5% -
CVX US CHEVRON CORP 37,608 $5M 2.24% -23.0% -
UNH US UNITEDHEALTH GROUP INC 10,463 $5M 2.18% 1.6% -
PG US PROCTER & GAMBLE CO/THE 29,361 $5M 2.03% 2.4% -
COST US COSTCO WHOLESALE CORP 5,078 $5M 1.92% -0.2% -
LMT US LOCKHEED MARTIN CORP 9,589 $5M 1.92% -0.3% -
PEP US PEPSICO INC 26,815 $4M 1.68% 3.2% -
UPS US UNITED PARCEL SERVICE-CL B 28,420 $4M 1.48% -7.8% -
IBM US INTL BUSINESS MACHINES CORP 16,317 $4M 1.48% 2.9% -
TFC US TRUIST FINANCIAL CORP 77,986 $3M 1.39% -0.4% -
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