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Home > Institutional Investor > Commonwealth Retirement Investments Llc > Profile

Instuitional Investor - Commonwealth Retirement Investments Llc

Fund Profile
Filing Period:
Fund Name: Commonwealth Retirement Investments Llc
Portfolio Value $294,157,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 65,357 $21,561,992 7.33%
2.
Microsoft Corp
 MSFT 26,491 $13,721,184 4.66%
3.
Abbvie Inc.
 ABBV 53,191 $12,315,955 4.19%
4.
Jpmorgan Chase & Co
 JPM 36,532 $11,523,231 3.92%
5.
Home Depot Inc.
 HD 22,720 $9,206,061 3.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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