Long-term investor

Commonwealth Retirement Investments LLC @commonwealthretirementin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963787).

Record

  • Tracked since 2025-06-30 (477 days), 127 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.5% · 6 months +10.5% · 1 year +37.9% · all +37.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AVGO · 7.5% · long · since 2025-06-30
  • ABBV · 3.8% · long · since 2025-06-30
  • JNJ · 3.6% · long · since 2025-06-30
  • MSFT · 3.5% · long · since 2025-06-30
  • MRK · 2.9% · long · since 2025-06-30
  • 464287200 · 2.7% · long · since 2025-06-30
  • PG · 2.7% · long · since 2025-06-30
  • HD · 2.6% · long · since 2025-06-30
  • CVX · 2.6% · long · since 2025-06-30
  • 921937835 · 2.3% · long · since 2025-06-30
  • 512807306 · 2.3% · long · since 2025-06-30
  • PEP · 2.1% · long · since 2025-06-30

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