My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $172 Million
  • Q3 2024

My Personal Cfo, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $26.4M, Microsoft Corp with a value of $16.5M, American Centy ETF Tr Avantis with a value of $12.2M, Okta, Inc. with a value of $8.89M, and Invesco Qqq Trust, Series 1 with a value of $7.66M.

Examining the 13F form we can see an decrease of $3.92M in the current position value, from $175M to 172M.

Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $118 Million
Technology: $36.2 Million
Communication Services: $6.49 Million
Financial Services: $4.8 Million
Consumer Cyclical: $3.8 Million
Healthcare: $2.27 Million
Energy: $301,000
Industrials: $56,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.4 Million 15.4% of portfolio
93,318
Q3 2024 Added 5.37%
$0
$12.2 Million 7.11% of portfolio
128,159
Q3 2024 Added 17.22%
$0
$7.66 Million 4.47% of portfolio
15,698
Q3 2024 Added 0.28%
$0
$5.11 Million 2.98% of portfolio
8,906
Q3 2024 Added 2.2%
$0
$5.02 Million 2.93% of portfolio
74,187
Q3 2024 Added 8.27%
$0
$3.98 Million 2.32% of portfolio
100,285
Q3 2024 Reduced 16.17%
$0
$3.58 Million 2.09% of portfolio
82,620
Q3 2024 Reduced 0.96%
$0
$3.05 Million 1.78% of portfolio
11,575
Q3 2024 Reduced 7.56%
$0
$2.93 Million 1.71% of portfolio
30,081
Q3 2024 Reduced 6.82%
$0
$2.88 Million 1.68% of portfolio
5,464
Q3 2024 Added 138.92%
$0
$2.8 Million 1.63% of portfolio
27,552
Q3 2024 Reduced 0.63%
$0
$2.65 Million 1.55% of portfolio
19,640
Q3 2024 Reduced 0.89%
$0
$2.53 Million 1.48% of portfolio
58,020
Q3 2024 Added 23.66%
$0
$2.29 Million 1.33% of portfolio
50,760
Q3 2024 Reduced 2.96%
$0
$2.19 Million 1.28% of portfolio
47,015
Q3 2024 Reduced 0.79%
$0
$2.2 Million 1.28% of portfolio
17,165
Q2 2023 Added 30.38%
$0
$2.02 Million 1.17% of portfolio
16,455
Q3 2024 Added 1.06%
$0
$1.93 Million 1.13% of portfolio
3,354
Q3 2024 Added 4.94%
$0
$1.94 Million 1.13% of portfolio
50,950
Q1 2024 Reduced 0.49%
$0
$1.91 Million 1.11% of portfolio
45,928
Q3 2024 Added 0.26%
$0
$1.61 Million 0.94% of portfolio
24,750
Q1 2024 Added 400.0%
$0
$1.5 Million 0.88% of portfolio
11,967
Q3 2022 Reduced 2.09%
$0
$966,000 0.56% of portfolio
6,640
Q1 2024 Reduced 0.23%
$0
$934,000 0.54% of portfolio
22,180
Q3 2024 Added 21.67%
$0
$805,000 0.47% of portfolio
25,350
Q3 2024 Reduced 16.07%
$0
$797,000 0.46% of portfolio
20,400
Q3 2024 Reduced 6.85%
$0
$787,000 0.46% of portfolio
9,316
Q3 2024 Added 1.16%
$0
$775,000 0.45% of portfolio
10,322
Q3 2024 Reduced 32.7%
$0
$776,000 0.45% of portfolio
18,300
Q3 2023 Added 19.61%
$0
$759,000 0.44% of portfolio
14,379
Q3 2024 Added 6.95%
$0
$762,000 0.44% of portfolio
15,930
Q3 2024 Added 2.31%
$0
$635,000 0.37% of portfolio
2,677
Q3 2024 Added 0.22%
$0
$601,000 0.35% of portfolio
14,635
Q3 2024 Reduced 0.64%
$0
$557,000 0.32% of portfolio
8,388
Q3 2024 Added 0.16%
$0
$517,000 0.3% of portfolio
3,363
Q3 2024 Added 0.18%
$0
$503,000 0.29% of portfolio
5,708
Q3 2024 Reduced 20.6%
$0
$455,000 0.27% of portfolio
5,786
Q3 2024 Reduced 17.78%
$0
$454,000 0.26% of portfolio
775
Q3 2024 Added 0.13%
$0
$444,000 0.26% of portfolio
7,140
Q3 2024 Reduced 0.56%
$0
$445,000 0.26% of portfolio
13,731
Q1 2023 Added 157.18%
$0
$424,000 0.25% of portfolio
10,270
Q3 2024 Reduced 41.53%
$0
$397,000 0.23% of portfolio
2,800
Q1 2023 Added 139,900.0%
$0
$364,000 0.21% of portfolio
1,386
Q3 2024 Added 0.07%
$0
$352,000 0.21% of portfolio
3,652
Q3 2024 Added 0.14%
$0
$326,000 0.19% of portfolio
1,446
Q3 2024 Reduced 1.16%
$0
$306,000 0.18% of portfolio
1,527
Q3 2024 Reduced 31.83%
$0
$309,000 0.18% of portfolio
5,236
Q3 2024 New
$0
$302,000 0.18% of portfolio
5,643
Q3 2024 Reduced 4.86%
$0
$295,000 0.17% of portfolio
1,620
Q2 2024 Added 4.99%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $172 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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