My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $184 Million
  • Q4 2024

My Personal Cfo, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 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 $30.8M, Microsoft Corp with a value of $18.1M, American Centy ETF Tr Avantis with a value of $13.2M, Okta, Inc. with a value of $9.42M, and Invesco Qqq Trust, Series 1 with a value of $7.86M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $172M to 184M.

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

Portfolio value $184 Million
ETFs: $128 Million
Technology: $38.6 Million
Communication Services: $6.36 Million
Financial Services: $4.94 Million
Consumer Cyclical: $3.28 Million
Healthcare: $2 Million
Energy: $277,000
Industrials: $58,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.8 Million 16.75% of portfolio
106,392
Q4 2024 Added 14.01%
$0
$13.2 Million 7.16% of portfolio
135,930
Q4 2024 Added 6.06%
$0
$7.86 Million 4.27% of portfolio
15,376
Q4 2024 Reduced 2.05%
$0
$5.81 Million 3.15% of portfolio
9,908
Q4 2024 Added 11.25%
$0
$5.53 Million 3.01% of portfolio
136,680
Q4 2024 Added 36.29%
$0
$4.41 Million 2.39% of portfolio
72,534
Q4 2024 Reduced 2.23%
$0
$3.71 Million 2.02% of portfolio
14,054
Q4 2024 Added 21.42%
$0
$3.66 Million 1.99% of portfolio
82,620
Q3 2024 Reduced 0.96%
$0
$3.56 Million 1.94% of portfolio
6,616
Q4 2024 Added 21.08%
$0
$2.89 Million 1.57% of portfolio
27,554
Q4 2024 Added 0.01%
$0
$2.86 Million 1.55% of portfolio
21,789
Q4 2024 Added 10.94%
$0
$2.74 Million 1.49% of portfolio
30,724
Q4 2024 Added 2.14%
$0
$2.62 Million 1.43% of portfolio
66,810
Q4 2024 Added 31.13%
$0
$2.59 Million 1.4% of portfolio
58,020
Q3 2024 Added 23.66%
$0
$2.49 Million 1.35% of portfolio
20,485
Q4 2024 Added 24.49%
$0
$2.3 Million 1.25% of portfolio
49,810
Q4 2024 Reduced 1.87%
$0
$2.19 Million 1.19% of portfolio
17,165
Q2 2023 Added 30.38%
$0
$2.12 Million 1.15% of portfolio
30,801
Q4 2024 Reduced 0.34%
$0
$2.05 Million 1.11% of portfolio
55,200
Q4 2024 Added 20.19%
$0
$1.93 Million 1.05% of portfolio
3,271
Q4 2024 Reduced 2.47%
$0
$1.6 Million 0.87% of portfolio
54,930
Q4 2024 Added 116.69%
$0
$1.54 Million 0.84% of portfolio
11,967
Q3 2022 Reduced 2.09%
$0
$1.44 Million 0.78% of portfolio
24,750
Q1 2024 Added 400.0%
$0
$1.17 Million 0.64% of portfolio
42,891
Q4 2024 Added 360.4%
$0
$1.12 Million 0.61% of portfolio
25,935
Q4 2024 Added 41.72%
$0
$951,000 0.52% of portfolio
22,180
Q3 2024 Added 21.67%
$0
$797,000 0.43% of portfolio
20,400
Q3 2024 Reduced 6.85%
$0
$794,000 0.43% of portfolio
18,043
Q4 2024 Added 13.26%
$0
$692,000 0.38% of portfolio
14,474
Q4 2024 Added 0.66%
$0
$679,000 0.37% of portfolio
5,140
Q4 2024 Reduced 22.59%
$0
$646,000 0.35% of portfolio
2,689
Q4 2024 Added 0.45%
$0
$653,000 0.35% of portfolio
9,083
Q4 2024 Reduced 12.0%
$0
$571,000 0.31% of portfolio
25,184
Q4 2024 Added 200.24%
$0
$542,000 0.29% of portfolio
29,316
Q4 2024 Added 100.31%
$0
$504,000 0.27% of portfolio
5,712
Q4 2024 Added 0.07%
$0
$482,000 0.26% of portfolio
776
Q4 2024 Added 0.13%
$0
$463,000 0.25% of portfolio
3,370
Q4 2024 Added 0.21%
$0
$444,000 0.24% of portfolio
7,140
Q3 2024 Reduced 0.56%
$0
$449,000 0.24% of portfolio
13,731
Q1 2023 Added 157.18%
$0
$432,000 0.23% of portfolio
10,245
Q4 2024 Reduced 0.24%
$0
$378,000 0.21% of portfolio
4,899
Q4 2024 Reduced 15.33%
$0
$377,000 0.2% of portfolio
3,654
Q4 2024 Added 0.05%
$0
$374,000 0.2% of portfolio
1,389
Q4 2024 Added 0.22%
$0
$369,000 0.2% of portfolio
2,800
Q1 2023 Added 139,900.0%
$0
$336,000 0.18% of portfolio
1,446
Q3 2024 Reduced 1.16%
$0
$304,000 0.17% of portfolio
5,236
Q3 2024 New
$0
$304,000 0.17% of portfolio
5,668
Q4 2024 Added 0.44%
$0
$304,000 0.17% of portfolio
1,534
Q4 2024 Added 0.46%
$0
$295,000 0.16% of portfolio
1,621
Q4 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $184 Million
  • Prior Value $172 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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