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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 $242,815,163
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 88,356 $20,484,399 8.43%
2.
Jpmorgan Chase & Co
 JPM 49,086 $11,766,360 4.84%
3.
Microsoft Corp
 MSFT 25,689 $10,827,801 4.45%
4.
Abbvie Inc.
 ABBV 48,889 $8,687,592 3.57%
5.
Ishares Trust
 IEF 14,519 $8,547,129 3.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)