| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BROADCOM INC COM | 4 | Q3 2023 | 7.0% |
| MICROSOFT CORP COM | 4 | Q3 2023 | 4.8% |
| CISCO SYS INC COM | 4 | Q3 2023 | 4.4% |
| ISHARES CORE S&P 500 ETF | 4 | Q3 2023 | 4.5% |
| JPMORGAN CHASE & CO COM | 4 | Q3 2023 | 4.3% |
| PEPSICO INC COM | 4 | Q3 2023 | 4.0% |
| EXXON MOBIL CORP COM | 4 | Q3 2023 | 4.6% |
| MERCK & CO INC COM | 4 | Q3 2023 | 4.0% |
| ENBRIDGE INC COM | 4 | Q3 2023 | 3.7% |
| PROCTER AND GAMBLE CO COM | 4 | Q3 2023 | 3.6% |
View Commonwealth Retirement Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-08 |
View Commonwealth Retirement Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.