Personal Cfo Solutions, LLC Purchases in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
499K
New
$37.89 - $40.48 $18.9M - $20.2M
499K $20.2M
BJUL
Innovator U.S. Equity Buffer E

ETFs
263K
New
$40.26 - $43.68 $10.6M - $11.5M
263K $11.5M
CB
Chubb LTD

Financial Services
999
+ 0.52%
$252.51 - $292.2 $252K - $292K
194K $55.9M
NJUL
Innovator Growth 100 Power Buf

Technology
110K
New
$56.73 - $60.88 $6.23M - $6.68M
110K $6.68M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
81.9K
New
$57.69 - $64.56 $4.73M - $5.29M
81.9K $5.23M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
192K
New
$23.84 - $25.78 $4.57M - $4.94M
192K $4.89M
JIG
J P Morgan Exchange Traded Fd

ETFs
66.5K
New
$60.68 - $68.76 $4.03M - $4.57M
66.5K $4.48M
AAPL
Apple Inc.

Technology
9.51K
+ 9.86%
$207.23 - $234.82 $1.97M - $2.23M
106K $24.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.8K
+ 20.66%
$475.2 - $527.7 $1.81M - $2.01M
22.2K $11.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25K
New
$79.58 - $91.64 $1.99M - $2.29M
25K $2.26M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
38.4K
New
$31.25 - $35.38 $1.2M - $1.36M
38.4K $1.33M
IQLT
Ishares Msci Intl Quality Fact

ETFs
25.8K
+ 30.49%
$37.37 - $41.82 $964K - $1.08M
110K $4.58M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11.7K
+ 27.1%
$75.88 - $83.21 $891K - $977K
55.1K $4.58M
SE
Sea LTD

Consumer Cyclical
12.5K
New
$59.94 - $94.83 $752K - $1.19M
12.5K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
406
+ 2.41%
$191.76 - $263.26 $77.9K - $107K
17.3K $4.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.35K
New
$89.91 - $101.33 $840K - $947K
9.35K $916K
KAPR
Innovator U.S. Small Cap Power

ETFs
4.86K
+ 1.4%
$30.54 - $32.65 $148K - $159K
353K $11.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 3.86%
$405.19 - $478.57 $147K - $174K
9.76K $4.49M
IAPR
Innovator Etfs Tr Internationa

ETFs
3.12K
+ 0.74%
$26.49 - $28.58 $82.6K - $89.2K
425K $12.1M
SHOP
Shopify Inc.

Technology
5.4K
+ 37.97%
$52.26 - $80.75 $282K - $436K
19.6K $1.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.63K
+ 30.94%
$147.95 - $191.05 $536K - $693K
15.3K $2.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.3K
+ 3.63%
$77.02 - $85.06 $177K - $196K
65.8K $5.56M
CBRE
Cbre Group, Inc.

Real Estate
57
+ 0.33%
$85.97 - $124.48 $4.9K - $7.1K
17.4K $2.17M
VZ
Verizon Communications Inc

Communication Services
8.45K
+ 12.85%
$38.89 - $45.0 $329K - $380K
74.2K $3.33M
CTLT
Catalent, Inc.

Healthcare
10.1K
New
$56.16 - $60.96 $567K - $616K
10.1K $611K
ACN
Accenture PLC

Technology
49
+ 0.43%
$295.44 - $355.81 $14.5K - $17.4K
11.5K $4.06M
MSCI
Msci Inc.

Financial Services
609
+ 31.85%
$479.31 - $584.91 $292K - $356K
2.52K $1.47M
IGV
Ishares Expanded Tech Software

ETFs
5.43K
+ 55.27%
$77.94 - $89.37 $424K - $486K
15.3K $1.36M
HON
Honeywell International Inc

Industrials
2.54K
+ 70.16%
$196.73 - $220.21 $499K - $559K
6.15K $1.27M
T
At&T Inc.

Communication Services
11.7K
+ 13.94%
$18.21 - $22.28 $212K - $260K
95.3K $2.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
375
+ 1.36%
$162.83 - $179.16 $61.1K - $67.2K
28K $5.02M
BA
Boeing CO

Industrials
3.85K
+ 102.34%
$152.04 - $190.6 $586K - $734K
7.61K $1.16M
VHT
Vanguard Health Care ETF

ETFs
1.5K
+ 61.38%
$261.88 - $288.1 $393K - $432K
3.94K $1.11M
MA
Mastercard Inc

Financial Services
120
+ 1.58%
$429.6 - $500.99 $51.6K - $60.1K
7.7K $3.8M
BALT
Innovator Etfs Tr
6.11K
+ 2.01%
$29.76 - $30.83 $182K - $188K
310K $9.55M
AIG
American International Group, Inc.

Financial Services
5.89K
New
$70.16 - $79.23 $413K - $467K
5.89K $431K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.98K
+ 31.73%
$50.15 - $51.27 $400K - $409K
33.1K $1.7M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.6K
New
$50.64 - $55.7 $385K - $423K
7.6K $423K
PAYC
Paycom Software, Inc.

Technology
2.18K
+ 91.48%
$140.16 - $173.86 $306K - $379K
4.57K $760K
GLD
Spdr Gold Trust

ETFs
379
+ 3.33%
$215.56 - $246.98 $81.7K - $93.6K
11.8K $2.86M
MO
Altria Group, Inc.

Consumer Defensive
2.92K
+ 6.21%
$45.95 - $54.71 $134K - $160K
50K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
276
+ 3.32%
$517.38 - $573.86 $143K - $158K
8.6K $4.93M
META
Meta Platforms, Inc.

Communication Services
140
+ 2.95%
$453.41 - $572.44 $63.5K - $80.1K
4.88K $2.79M
FDVV
Fidelity High Dividend ETF

ETFs
1.79K
+ 2.24%
$46.26 - $50.65 $82.8K - $90.7K
81.8K $4.14M
PPG
Ppg Industries Inc

Basic Materials
2.85K
+ 160.35%
$118.32 - $134.55 $337K - $384K
4.63K $613K
PARA
Paramount Global

Communication Services
34.7K
+ 56.47%
$9.98 - $11.95 $347K - $415K
96.3K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
22
+ 0.47%
$488.01 - $604.18 $10.7K - $13.3K
4.73K $2.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
56
+ 0.15%
$117.9 - $128.2 $6.6K - $7.18K
37.1K $4.75M
WDAY
Workday, Inc.

Technology
1.04K
+ 21.15%
$207.75 - $264.68 $217K - $276K
5.98K $1.46M
Activity Summary
Buys All Purchases 333 New Holdings 69 Increased Positions 264 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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