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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 $368,407,274
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 72,778 $27,491,939 7.46%
2.
Abbvie Inc.
 ABBV 56,009 $14,094,027 3.83%
3.
Johnson & Johnson
 JNJ 51,914 $13,184,635 3.58%
4.
Microsoft Corp
 MSFT 34,705 $12,945,654 3.51%
5.
Merck & Co. Inc.
 MRK 83,307 $10,704,968 2.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.