Commonwealth Retirement Investments LLC - Portfolio overview

Commonwealth Retirement Investments LLC has 129 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC COM, 5.88%
2. XOM - EXXON MOBIL CORP COM, 4.05%
3. ABBV - ABBVIE INC COM, 3.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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