Commonwealth Retirement Investments LLC
122 holdingsFiling period: 2026-03-31Current AUM: $372.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 63.5K | $19.7M | $24.7M | 6.65% | -12 | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP COM | 78.5K | $13.3M | $12.2M | 3.28% | +1.5K | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP COM | 78.5K | $13.3M | $12.2M | 3.28% | +1.5K | 2026-03-31 |
| 4 | ABBV | ABBVIE INC COM | 54.1K | $11.8M | $13.6M | 3.65% | +2.0K | 2026-03-31 |
| 5 | MRK | MERCK & CO INC COM | 93.9K | $11.3M | $12.2M | 3.29% | +1.9K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP COM | 30.0K | $11.1M | $13.9M | 3.74% | +3.4K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO COM | 37.2K | $10.9M | $13.1M | 3.52% | +699 | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION COM | 49.7K | $10.3M | $9.8M | 2.63% | +3.1K | 2026-03-31 |
| 9 | JNJ | JOHNSON & JOHNSON COM | 40.8K | $10.0M | $10.5M | 2.81% | +771 | 2026-03-31 |
| 10 | LMT | LOCKHEED MARTIN CORP COM | 16.1K | $9.7M | $9.4M | 2.52% | +445 | 2026-03-31 |
| 11 | PEP | PEPSICO INC COM | 59.0K | $9.2M | $8.2M | 2.21% | +4.6K | 2026-03-31 |
| 12 | HD | HOME DEPOT INC COM | 25.1K | $8.2M | $8.3M | 2.24% | +2.1K | 2026-03-31 |
| 13 | BND | VANGUARD TOTAL BOND MARKET ETF | 111.0K | $8.2M | $8.0M | 2.15% | +3.9K | 2026-03-31 |
| 14 | IVV | ISHARES CORE S&P 500 ETF | 12.3K | $8.0M | $9.2M | 2.48% | +3.2K | 2026-03-31 |
| 15 | MO | ALTRIA GROUP INC COM | 119.7K | $7.9M | $8.2M | 2.20% | +4.5K | 2026-03-31 |
| 16 | PULS | PGIM ULTRA SHORT BOND ETF | 148.2K | $7.3M | $7.3M | 1.97% | +59.6K | 2026-03-31 |
| 17 | LRCX | LAM RESEARCH CORP COM NEW | 31.7K | $6.8M | $9.3M | 2.50% | -745 | 2026-03-31 |
| 18 | V | VISA INC COM CL A | 20.3K | $6.1M | $7.4M | 2.00% | +2.5K | 2026-03-31 |
| 19 | AMAT | APPLIED MATLS INC COM | 17.3K | $5.9M | $8.8M | 2.35% | -93 | 2026-03-31 |
| 20 | UPS | UNITED PARCEL SVCS INC CL B | 46.0K | $4.5M | $4.8M | 1.29% | +5.0K | 2026-03-31 |
| 21 | IVE | ISHARES S&P 500 VALUE ETF | 21.2K | $4.5M | $4.9M | 1.32% | +718 | 2026-03-31 |
| 22 | BMY | BRISTOL-MYERS SQUIBB CO COM | 72.1K | $4.4M | $4.7M | 1.27% | +4.3K | 2026-03-31 |
| 23 | CSCO | CISCO SYS INC COM | 55.9K | $4.3M | $6.5M | 1.74% | -544 | 2026-03-31 |
| 24 | AMGN | AMGEN INC COM | 11.8K | $4.1M | $4.5M | 1.22% | +602 | 2026-03-31 |
| 25 | IVW | ISHARES S&P 500 GROWTH ETF | 35.3K | $4.0M | $4.8M | 1.28% | +3.4K | 2026-03-31 |
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