Personal Cfo Solutions, LLC Portfolio Holdings

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

Personal Cfo Solutions, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $482 Million distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $58.5M, Apple Inc. with a value of $24.3M, Amazon Com Inc with a value of $12.3M, Microsoft Corp with a value of $12M, and Proshares Ultra Russell 2000 with a value of $11.3M.

Examining the 13F form we can see an decrease of $15.2M in the current position value, from $497M to 482M.

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

Portfolio value $482 Million
Financial Services: $113 Million
Technology: $86.9 Million
ETFs: $66.2 Million
Healthcare: $48.2 Million
Consumer Cyclical: $36.7 Million
Industrials: $35.5 Million
Communication Services: $35.2 Million
Consumer Defensive: $19.1 Million
Other: $41.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$58.5 Million 12.13% of portfolio
193,555
Q1 2025 Reduced 0.1%
$3.42T
$24.3 Million 5.04% of portfolio
109,242
Q1 2025 Reduced 0.34%
$1.88T
$12.3 Million 2.56% of portfolio
64,884
Q1 2025 Reduced 3.68%
$2.95T
$12 Million 2.48% of portfolio
31,837
Q1 2025 Added 3.11%
$0
$11.3 Million 2.35% of portfolio
339,375
Q1 2025 Reduced 7.11%
$957B
$8.84 Million 1.83% of portfolio
57,151
Q1 2025 Added 1.66%
$0
$7.72 Million 1.6% of portfolio
111,103
Q1 2025 New
$11.3B
$7.66 Million 1.59% of portfolio
59,310
Q1 2025 Reduced 0.29%
$271B
$6.67 Million 1.38% of portfolio
61,547
Q1 2025 Added 12.85%
$979B
$6.24 Million 1.3% of portfolio
39,951
Q1 2025 Reduced 4.4%
$0
$5.7 Million 1.18% of portfolio
204,016
Q1 2025 Added 1.67%
$694B
$5.43 Million 1.13% of portfolio
10,193
Q1 2025 Added 2.28%
$0
$5.25 Million 1.09% of portfolio
9,383
Q1 2025 Added 5.3%
$565B
$4.95 Million 1.03% of portfolio
14,128
Q1 2025 Added 3.19%
$216B
$4.83 Million 1.0% of portfolio
53,822
Q1 2025 Reduced 0.75%
$523B
$4.16 Million 0.86% of portfolio
7,593
Q1 2025 Added 0.56%
$0
$3.74 Million 0.78% of portfolio
94,302
Q1 2025 Reduced 25.57%
$105B
$3.5 Million 0.73% of portfolio
12,158
Q1 2025 Added 0.13%
$854B
$3.45 Million 0.72% of portfolio
4,177
Q1 2025 Added 26.5%
$440B
$3.48 Million 0.72% of portfolio
29,261
Q1 2025 Added 5.53%
$185B
$3.3 Million 0.69% of portfolio
72,813
Q1 2025 Reduced 3.15%
$891B
$3.21 Million 0.67% of portfolio
12,386
Q1 2025 Added 18.54%
$1.25T
$3.15 Million 0.65% of portfolio
5,461
Q1 2025 Added 7.04%
$266B
$3.01 Million 0.63% of portfolio
18,014
Q1 2025 Added 2.9%
$199B
$2.98 Million 0.62% of portfolio
11,060
Q1 2025 Reduced 2.6%
$106B
$2.93 Million 0.61% of portfolio
48,821
Q1 2025 Added 1.27%
$504B
$2.82 Million 0.59% of portfolio
3,027
Q1 2025 Reduced 17.81%
$379B
$2.8 Million 0.58% of portfolio
20,006
Q1 2025 Added 15.31%
$109B
$2.76 Million 0.57% of portfolio
16,158
Q1 2025 Added 12.9%
$74.7B
$2.69 Million 0.56% of portfolio
9,877
Q1 2025 Added 0.13%
$864B
$2.62 Million 0.54% of portfolio
15,810
Q1 2025 Reduced 0.17%
$0
$2.55 Million 0.53% of portfolio
5,428
Q1 2025 Added 2.18%
$39.2B
$2.29 Million 0.48% of portfolio
17,546
Q1 2025 Reduced 8.11%
$385B
$2.3 Million 0.48% of portfolio
4,383
Q1 2025 Added 5.39%
$197B
$2.31 Million 0.48% of portfolio
81,510
Q1 2025 Reduced 0.22%
$229B
$2.33 Million 0.48% of portfolio
17,560
Q1 2025 Added 0.48%
$73.4B
$2.31 Million 0.48% of portfolio
5,784
Q1 2025 Added 76.66%
$718B
$2.29 Million 0.47% of portfolio
9,320
Q1 2025 Reduced 1.51%
$342B
$2.24 Million 0.47% of portfolio
8,357
Q1 2025 Reduced 10.34%
$174B
$2.21 Million 0.46% of portfolio
5,763
Q1 2025 Reduced 0.57%
$185B
$2.22 Million 0.46% of portfolio
16,724
Q1 2025 Added 1.51%
$137B
$2.16 Million 0.45% of portfolio
85,164
Q1 2025 Added 0.07%
$409B
$2.19 Million 0.45% of portfolio
13,214
Q1 2025 Added 4.15%
$107B
$2.02 Million 0.42% of portfolio
33,139
Q1 2025 Reduced 12.73%
$177B
$1.91 Million 0.4% of portfolio
3,118
Q1 2025 Added 5.77%
$151B
$1.86 Million 0.39% of portfolio
50,321
Q1 2025 Reduced 5.04%
$75.3B
$1.83 Million 0.38% of portfolio
14,047
Q1 2025 Reduced 10.0%
$0
$1.8 Million 0.37% of portfolio
17,656
Q1 2025 Reduced 0.19%
$150B
$1.79 Million 0.37% of portfolio
25,720
Q1 2025 Reduced 5.2%

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $482 Million
  • Prior Value $497 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email