My Personal Cfo, LLC Reduced Holdings in Q1 2025

My Personal Cfo, LLC

  • $187 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-392
- 2.55%
$468.34 - $539.52 $184K - $211K
15K $7.03M
NVDA
Nvidia Corp

Technology
-892
- 5.07%
$106.98 - $149.43 $95.4K - $133K
16.7K $1.81M
META
Meta Platforms, Inc.

Communication Services
-622
- 23.1%
$576.36 - $736.67 $358K - $458K
2.07K $1.19M
DFAU
Dimensional ETF Tr

ETFs
-2.47K
- 1.81%
$37.84 - $42.29 $93.6K - $105K
134K $5.16M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.16K
- 9.86%
$59.28 - $66.1 $424K - $473K
65.4K $4.15M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.75K
- 2.12%
$41.97 - $46.03 $73.4K - $80.6K
80.9K $3.43M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-2.3K
- 3.44%
$37.74 - $40.44 $86.8K - $93K
64.5K $2.46M
AMD
Advanced Micro Devices Inc

Technology
-112
- 1.66%
$96.63 - $129.55 $10.8K - $14.5K
6.62K $680K
AMAT
Applied Materials Inc

Technology
-28
- 0.4%
$145.06 - $195.51 $4.06K - $5.47K
7.03K $1.02M
GOOG
Alphabet Inc.

Communication Services
-10
- 0.44%
$156.06 - $207.71 $1.56K - $2.08K
2.28K $355K
A
Agilent Technologies, Inc.

Healthcare
-3
- 0.09%
$116.69 - $152.6 $350 - $458
3.5K $409K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-10
- 0.02%
$46.03 - $49.45 $460 - $495
46.5K $2.17M
GOOGL
Alphabet Inc.

Communication Services
-73
- 5.13%
$154.33 - $206.19 $11.3K - $15.1K
1.35K $208K
KAPR
Innovator U.S. Small Cap Power

ETFs
-1K
- 7.28%
$30.82 - $33.62 $30.8K - $33.6K
12.7K $392K
CRM
Salesforce, Inc.

Technology
-6
- 0.72%
$268.36 - $359.95 $1.61K - $2.16K
827 $221K
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.7%
$347.25 - $424.87 $4.86K - $5.95K
1.98K $724K
DIS
Walt Disney CO

Communication Services
-17
- 0.45%
$96.87 - $114.0 $1.65K - $1.94K
3.75K $370K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-412
- 8.41%
$76.94 - $78.28 $31.7K - $32.3K
4.49K $351K
BAC
Bank Of America Corp

Financial Services
-129
- 1.86%
$39.61 - $47.74 $5.11K - $6.16K
6.81K $284K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-40
- 0.39%
$41.09 - $43.24 $1.64K - $1.73K
10.2K $423K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-547
- 3.03%
$42.5 - $46.71 $23.2K - $25.6K
17.5K $791K
Innovator Etfs Trust
-5
- 0.01%
N/A
74.3K $0
Innovator Etfs Trust
-1.1K
- 3.92%
N/A
27K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.25K
- 2.09%
N/A
58.6K $0
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 1.56%
$225.19 - $279.95 $10.4K - $12.9K
2.91K $713K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-44
- 0.48%
$71.17 - $73.66 $3.13K - $3.24K
9.04K $663K
XOM
Exxon Mobil Corp

Energy
-94
- 3.65%
$105.44 - $118.93 $9.91K - $11.2K
2.48K $295K
XLV
Select Sector Spdr Fund Health

ETFs
-51
- 1.51%
$137.61 - $149.68 $7.02K - $7.63K
3.32K $484K
UNH
Unitedhealth Group Inc

Healthcare
-21
- 1.15%
$461.52 - $548.18 $9.69K - $11.5K
1.8K $943K
JNJ
Johnson & Johnson

Healthcare
-31
- 0.74%
$142.06 - $167.7 $4.4K - $5.2K
4.18K $692K
OKTA
Okta, Inc.

Technology
-13.4K
- 11.22%
$78.83 - $116.72 $1.06M - $1.57M
106K $11.2M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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