Commonwealth Retirement Investments LLC

RIA/Wealth

Commonwealth Retirement Investments LLC is a RIA/Wealth based in Richmond, VA led by David Lee Monday, reporting $306.2M in AUM as of Q3 2025 with AVGO as the largest holding (7% allocation).

ChairmanDavid Lee Monday

Portfolio Value: $291.9M
Positions: 115
Top Holding: AVGO at 7.39%
Last Reported: Q3 2025

Address9030 Stony Point Parkway, Suite 580, Richmond, VA, 23235, United States

Top Holdings

Largest long holdings in Commonwealth Retirement Investments LLC's portfolio (37.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$21.6M	7.39%	-$18.1K Sold	0.00% 65.4K shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$13.7M	4.70%	+$275.0K Bought	0.00% 26.5K shares	Q4 2022 Held for 2y 11m
3 AbbVie ABBV	Drug Manufacturers - General Healthcare	$12.3M	4.22%	+$207.2K Bought	0.00% 53.2K shares	Q4 2022 Held for 2y 11m
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$11.5M	3.95%	+$107.2K Bought	0.00% 36.5K shares	Q4 2022 Held for 2y 11m
5 Home Depot HD	Home Improvement Consumer Cyclical	$9.2M	3.15%	+$408.4K Bought	0.00% 22.7K shares	Q4 2022 Held for 2y 11m
6 Exxon Mobil XOM	Oil & Gas Integrated Energy	$8.6M	2.95%	+$150.2K Bought	0.00% 76.3K shares	Q4 2022 Held for 2y 11m
7 Chevron CVX	Oil & Gas Integrated Energy	$8.3M	2.83%	+$131.2K Bought	0.00% 53.2K shares	Q4 2023 Held for 1y 11m
8 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$7.8M	2.67%	+$363.9K Bought	0.00% 93.0K shares	Q4 2022 Held for 2y 11m
9 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$7.7M	2.65%	+$248.4K Bought	0.00% 55.0K shares	Q4 2022 Held for 2y 11m
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$7.5M	2.58%	+$87.1K Bought	0.00% 40.7K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Commonwealth Retirement Investments LLC's latest filing

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Market Value

$291.9M

Prior: $262.4M

Q/Q Change

+11.22%

+$29.4M

Net Flows % of MV

+3.26%

Turnover Ratio

3.76%

New Purchases

6 stocks

$2.6M

Added To

62 stocks

+$12.8M

Sold Out Of

2 stocks

$1.2M

Reduced Holdings

29 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Aerospace & Defense ITA	New	0 → 4.2K +$882.4K
2 BlackRock Flexible Income BINC	New	0 → 9.5K +$505.8K
3 Nvidia NVDA	New	0 → 2.6K +$484.4K
4 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	New	0 → 5.5K +$287.5K
5 iShares Core MSCI EAFE ETF IEFA	New	0 → 2.6K +$227.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Technology IYW	Sold	5.6K → 0 −$963.7K
2 Capital One Financial COF	Sold	1.1K → 0 −$243.6K
3 iShares MSCI EAFE Growth EFG	-74.9%	12.9K → 3.2K −$1.1M
4 Pfizer PFE	-25.2%	36.5K → 27.3K −$234.3K
5 EFV iShares MSCI EAFE Value EFV	-20.97%	52.6K → 41.5K −$747.6K