StockDriftsStockDriftsTop 50 Commonwealth Retirement Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | 6% | 62.5K | $19.4M | -1.59%(-1.01K) | $50.24(+617.52%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 4.13% | 78.5K | $13.3M | +1.92%(+1.48K) | $105.56(+29.86%) | 2026-03-31 | |
| ABBV | ABBVIE INC COM | 3.65% | 54.1K | $11.8M | +3.80%(+1.98K) | $157.30(+65.97%) | 2026-03-31 | |
| MRK | MERCK & CO INC COM | 3.5% | 93.9K | $11.3M | +2.07%(+1.91K) | $88.56(+46.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3.39% | 37.2K | $10.9M | +1.91%(+699) | $126.17(+165.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.33% | 29.0K | $10.7M | +8.85%(+2.35K) | $270.94(+44.12%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION COM | 3.19% | 49.7K | $10.3M | +6.55%(+3.05K) | $157.82(+7.21%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.09% | 40.8K | $10.0M | +1.92%(+771) | $164.83(+59.59%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP COM | 3.02% | 16.1K | $9.7M | +2.84%(+445) | $451.72(+20.85%) | 2026-03-31 | |
| PEP | PEPSICO INC COM | 2.84% | 59.0K | $9.2M | +8.39%(+4.57K) | $154.91(-6.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.83% |
| Top 20 Holdings Unweighted | +14.03% | +48.29% |
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