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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 $323,200,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 62,541 $19,357,067 5.99%
2.
Exxon Mobil Corp
 XOM 78,529 $13,323,306 4.12%
3.
Abbvie Inc.
 ABBV 54,071 $11,759,812 3.64%
4.
Merck & Co. Inc.
 MRK 93,906 $11,296,001 3.5%
5.
Jpmorgan Chase & Co
 JPM 37,202 $10,943,479 3.39%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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