Commonwealth Retirement Investments LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$218M
Signature - Title
Dean Pelos - Chief Compliance Officer
Location
9030 Stony Point Parkway, Suite 580, Richmond, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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