Commonwealth Retirement Investments LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 4, 2025
Value $: $243M
Signature - Title: Dean Pelos - Chief Compliance Officer
Location: Richmond, VA
Summary: This page shows a list of all the recent 13F filings made by Commonwealth Retirement Investments LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Commonwealth Retirement Investments LLC reported 99 stock holdings with total value $243M as of Q4 2024. Top holdings included AVGO, JPM, MSFT, ABBV, and IVV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	99	$243M	+$14.1M	-$6.74M	+$7.34M	AVGO, JPM, MSFT, ABBV, IVV	13F-HR	2/4/2025, 02:54 PM
Q3 2024	91	$238M	+$24.1M	-$4.85M	+$19.2M	AVGO, MSFT, JPM, ABBV, IVV	13F-HR	11/5/2024, 04:31 PM
Q2 2024	92	$218M	+$26.2M	-$20.5M	+$5.71M	AVGO, MSFT, JPM, IVV, XOM	13F-HR	8/5/2024, 04:07 PM
Q1 2024	80	$209M	+$19.6M	-$14.8M	+$4.75M	AVGO, MSFT, JPM, IVV, XOM	13F-HR	5/3/2024, 02:53 PM
Q4 2023	83	$189M	+$25.7M	-$24.1M	+$1.59M	AVGO, MSFT, IVV, JPM, XOM	13F-HR	1/24/2024, 04:00 PM
Q3 2023	68	$173M	+$19.1M	-$18.2M	+$873K	AVGO, MSFT, XOM, IVV, CSCO	13F-HR	11/6/2023, 02:05 PM
Q2 2023	63	$179M	+$26.1M	-$22M	+$4.04M	AVGO, MSFT, CSCO, JPM, IVV	13F-HR	7/21/2023, 05:35 PM
Q1 2023	59	$169M	+$13.8M	-$12.2M	+$1.66M	AVGO, CSCO, XOM, MSFT, PEP	13F-HR	5/3/2023, 04:03 PM
Q4 2022	67	$165M	$0	$0		AVGO, MRK, CSCO, PEP, JPM	13F-HR	2/7/2023, 08:12 PM

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