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  Name: Commonwealth Retirement Investments LLC
  City: RICHMOND
  State: VA
  Zip: 23235
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $218,389,000
  Total Value Change : $8,946,000
  Securities Held Change : 12
   
All Securities Held : 92
  New Positions : 13
  Closed Positions : 1
  Increased Positions : 36
  Unchanged Positions : 9
  Decreased Positions : 34

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 70 - $454.56 $673,000 1,654 0.31% -23,000 0 0    Property & Casualty I...
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 71 - $225.35 $672,000 2,984 0.31% -53,000 0 0.001    Drugs Wholesale
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 73 - $374.93 $610,000 1,674 0.28% 46,000 0 0.001    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 83 - $62.53 $278,000 4,755 0.13% -11,000 0 0    Closed - End Fund - E...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 85 - $0.00 $242,000 5,352 0.11% -2,000 0 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 86 - $527.35 $226,000 417 0.1% 10,000 0 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 87 - $422.13 $210,000 538 0.1% -4,000 0 0.001    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 90 - $189.59 $203,000 1,166 0.09% -6,000 0 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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