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
CARR
Carrier Global Corp

Industrials
90
+ 0.45%
$61.9 - $80.88 $5.57K - $7.28K
20.2K $1.63M
NUE
Nucor Corp

Basic Materials
2.53K
+ 68.1%
$137.77 - $166.14 $349K - $421K
6.25K $939K
MET
Metlife Inc

Financial Services
4.21K
New
$67.96 - $82.48 $286K - $347K
4.21K $346K
LEN
Lennar Corp

Consumer Cyclical
73
+ 0.85%
$142.5 - $192.45 $10.4K - $14K
8.65K $1.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.33K
New
$71.19 - $76.59 $309K - $332K
4.33K $331K
QQQ
Invesco Qqq Trust, Series 1

ETFs
592
+ 12.89%
$434.77 - $502.96 $257K - $298K
5.18K $2.53M
BSEP
Innovator U.S. Equity Buffer E

ETFs
7.84K
New
$39.49 - $42.12 $309K - $330K
7.84K $330K
NKE
Nike, Inc.

Consumer Cyclical
2.59K
+ 34.06%
$71.09 - $89.44 $184K - $232K
10.2K $901K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.14K
New
$92.63 - $105.69 $291K - $332K
3.14K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.89K
New
$106.11 - $113.72 $307K - $329K
2.89K $326K
FSV
First Service Corp

Real Estate
1.77K
New
$152.13 - $183.13 $269K - $324K
1.77K $322K
GNRC
Generac Holdings Inc.

Industrials
2K
New
$133.16 - $159.78 $266K - $319K
2K $317K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.58K
+ 11.16%
$53.41 - $57.9 $191K - $207K
35.6K $2.06M
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.47K
+ 1.17%
$45.71 - $48.29 $67.3K - $71.1K
127K $6.1M
ADBE
Adobe Inc.

Technology
958
+ 19.62%
$508.13 - $586.55 $487K - $562K
5.84K $3.02M
PAUG
Innovator U.S. Equity Power Bu

ETFs
8.24K
New
$35.57 - $37.86 $293K - $312K
8.24K $311K
ABT
Abbott Laboratories

Healthcare
1.24K
+ 7.54%
$100.07 - $118.13 $124K - $146K
17.6K $2.01M
CVS
Cvs Health Corp

Healthcare
3.43K
+ 14.71%
$55.81 - $63.18 $191K - $216K
26.7K $1.68M
PLTR
Palantir Technologies Inc.

Technology
8.07K
New
$24.09 - $37.95 $194K - $306K
8.07K $300K
VOOV
Vanguard S&P 500 Value ETF

ETFs
61
+ 0.32%
$175.0 - $190.72 $10.7K - $11.6K
19.2K $3.66M
AVGO
Broadcom Inc.

Technology
10K
+ 997.91%
$136.27 - $1745.86 $1.37M - $17.5M
11K $1.91M
IEFA
Ishares Tr

ETFs
3.68K
New
$70.09 - $78.74 $258K - $290K
3.68K $287K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.88K
+ 11.66%
$22.43 - $24.11 $199K - $214K
85K $2.05M
DHI
Horton D R Inc

Consumer Cyclical
30
+ 0.55%
$135.21 - $197.06 $4.06K - $5.91K
5.53K $1.06M
IEV
Ishares Tr Europe ETF

ETFs
4.79K
New
$53.25 - $58.78 $255K - $281K
4.79K $278K
MUB
Ishares National Muni Bond ETF

ETFs
2.49K
+ 84.42%
$106.13 - $108.7 $265K - $271K
5.45K $591K
AON
Aon PLC

Financial Services
215
+ 5.58%
$293.16 - $351.06 $63K - $75.5K
4.07K $1.41M
YUM
Yum Brands Inc

Consumer Cyclical
1.79K
+ 60.26%
$125.95 - $139.96 $226K - $251K
4.77K $665K
IBM
International Business Machines Corp

Technology
76
+ 1.44%
$175.1 - $223.38 $13.3K - $17K
5.36K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.8K
New
$60.84 - $67.51 $231K - $257K
3.8K $256K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.32K
+ 50.31%
$112.12 - $149.09 $148K - $197K
3.94K $583K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.38K
New
$72.18 - $107.33 $171K - $255K
2.38K $252K
PAM
Pampa Energy Inc.

Utilities
4.18K
New
$41.97 - $62.41 $175K - $261K
4.18K $251K
EFV
Msci Eafe Value ETF

ETFs
4.36K
New
$51.72 - $57.96 $225K - $253K
4.36K $250K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.75K
New
$31.07 - $39.36 $210K - $266K
6.75K $246K
WMT
Walmart Inc.

Consumer Defensive
281
+ 1.66%
$66.91 - $81.4 $18.8K - $22.9K
17.2K $1.39M
QFIN
360 Digi Tech, Inc.

Financial Services
7.92K
New
$18.93 - $29.81 $150K - $236K
7.92K $236K
RACE
Ferrari N.V.

Consumer Cyclical
8
+ 0.21%
$405.92 - $496.79 $3.25K - $3.97K
3.77K $1.77M
GE
General Electric CO

Industrials
123
+ 1.73%
$156.66 - $189.66 $19.3K - $23.3K
7.22K $1.36M
TMUS
T Mobile Us, Inc.

Communication Services
1.13K
New
$175.14 - $206.36 $198K - $233K
1.13K $232K
BCS
Barclays PLC

Financial Services
17.3K
+ 108.45%
$10.59 - $12.45 $183K - $215K
33.2K $402K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.24K
+ 30.22%
$45.87 - $48.53 $195K - $206K
18.3K $881K
GLOB
Globant S.A.

Technology
1.16K
New
$176.29 - $207.07 $204K - $240K
1.16K $229K
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 0.45%
$520.18 - $576.82 $16.6K - $18.5K
7.09K $4.09M
JNJ
Johnson & Johnson

Healthcare
75
+ 0.56%
$145.48 - $167.38 $10.9K - $12.6K
13.6K $2.2M
FICO
Fair Isaac Corp

Technology
116
New
$1496.51 - $1947.38 $174K - $226K
116 $225K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.58K
New
$26.43 - $29.86 $200K - $226K
7.58K $223K
UNF
Unifirst Corp

Industrials
1.12K
New
$164.34 - $198.74 $184K - $223K
1.12K $222K
HES
Hess Corp

Energy
1.99K
+ 48.91%
$126.3 - $155.44 $251K - $309K
6.05K $821K
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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