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
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.77K
New
$89.87 - $124.16 $159K - $220K
1.77K $220K
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 2.31%
$333.64 - $405.2 $24K - $29.2K
3.18K $1.29M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.39K
New
$37.33 - $40.63 $201K - $219K
5.39K $218K
VST
Vistra Corp.

Utilities
1.81K
New
$69.0 - $119.06 $125K - $216K
1.81K $215K
SEE
Sealed Air Corp

Consumer Cyclical
5.94K
New
$32.27 - $38.05 $192K - $226K
5.94K $215K
ILMN
Illumina, Inc.

Healthcare
1.64K
New
$105.28 - $135.9 $173K - $223K
1.64K $213K
DAR
Darling Ingredients Inc.

Consumer Defensive
5.68K
New
$33.99 - $41.78 $193K - $237K
5.68K $211K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
500
New
$386.81 - $423.12 $193K - $212K
500 $211K
CFG
Citizens Financial Group Inc

Financial Services
5.16K
New
$35.24 - $43.24 $182K - $223K
5.16K $211K
HDB
Hdfc Bank LTD

Financial Services
3.39K
New
$58.04 - $66.97 $197K - $227K
3.39K $211K
D
Dominion Energy, Inc

Utilities
119
+ 0.51%
$48.01 - $58.53 $5.71K - $6.97K
23.3K $1.35M
SPOT
Spotify Technology S.A.

Communication Services
216
+ 9.15%
$290.16 - $384.01 $62.7K - $82.9K
2.58K $949K
TTD
Trade Desk, Inc.

Technology
1.89K
New
$83.08 - $110.79 $157K - $210K
1.89K $207K
ZTS
Zoetis Inc.

Healthcare
292
+ 4.33%
$172.58 - $196.48 $50.4K - $57.4K
7.04K $1.37M
OTIS
Otis Worldwide Corp

Industrials
1.96K
New
$91.43 - $104.43 $179K - $204K
1.96K $203K
EXAS
Exact Sciences Corp

Healthcare
2.98K
New
$42.43 - $70.83 $127K - $211K
2.98K $203K
TRV
Travelers Companies, Inc.

Financial Services
868
New
$201.87 - $242.35 $175K - $210K
868 $203K
DEO
Diageo PLC

Consumer Defensive
1.44K
New
$120.02 - $140.77 $173K - $203K
1.44K $202K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.81K
New
$97.66 - $119.74 $177K - $216K
1.81K $202K
MAR
Marriott International Inc

Consumer Cyclical
810
New
$211.35 - $255.11 $171K - $207K
810 $201K
AKAM
Akamai Technologies Inc

Technology
2.22K
New
N/A
2.22K $201K
DGRO
Ishares Core Dividend Growth E

ETFs
3.22K
New
$57.47 - $62.76 $185K - $202K
3.22K $201K
ARLP
Alliance Resource Partners LP

Energy
8K
New
$22.57 - $25.89 $181K - $207K
8K $200K
PH
Parker Hannifin Corp

Industrials
1
+ 0.07%
$501.01 - $635.92 $501 - $636
1.52K $960K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.5K
New
$15.81 - $18.96 $166K - $199K
10.5K $188K
SO
Southern CO

Utilities
65
+ 0.45%
$77.0 - $90.52 $5.01K - $5.88K
14.4K $1.3M
SKYY
First Trust Cloud Computing Et

ETFs
699
+ 4.1%
$86.45 - $102.48 $60.4K - $71.6K
17.8K $1.82M
XLB
Select Sector Spdr Fd Material

ETFs
1.18K
+ 14.88%
$86.95 - $97.09 $103K - $115K
9.13K $879K
SPG
Simon Property Group Inc

Real Estate
173
+ 2.04%
$146.09 - $170.11 $25.3K - $29.4K
8.66K $1.46M
XLI
Industrial Sector Spdr

ETFs
707
+ 12.11%
$120.56 - $135.44 $85.2K - $95.8K
6.54K $886K
APP
App Lovin Corp

Technology
354
+ 13.92%
$67.14 - $130.65 $23.8K - $46.3K
2.9K $378K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.13K
+ 12.79%
$75.81 - $88.73 $85.8K - $100K
9.99K $883K
NEM
Newmont Corp

Basic Materials
1.28K
+ 15.81%
$41.65 - $55.85 $53.2K - $71.4K
9.36K $500K
JPM
Jpmorgan Chase & CO

Financial Services
354
+ 3.79%
$194.9 - $224.8 $69K - $79.6K
9.68K $2.04M
OEF
Ishares S&P 100 ETF

ETFs
553
+ 32.28%
$266.03 - $266.03 $147K - $147K
2.27K $602K
ET
Energy Transfer LP

Energy
10K
+ 13.58%
$15.43 - $16.44 $155K - $165K
83.8K $1.34M
IVE
Ishares S&P 500 Value ETF

ETFs
398
+ 9.2%
$181.06 - $197.17 $72.1K - $78.5K
4.72K $931K
PM
Philip Morris International Inc.

Consumer Defensive
135
+ 2.12%
$101.25 - $127.45 $13.7K - $17.2K
6.5K $789K
RGA
Reinsurance Group Of America Inc

Financial Services
590
+ 57.96%
$192.62 - $225.79 $114K - $133K
1.61K $350K
MDT
Medtronic PLC

Healthcare
197
+ 1.79%
$76.84 - $91.03 $15.1K - $17.9K
11.2K $1.01M
MRK
Merck & Co., Inc.

Healthcare
5.87K
+ 11.45%
$111.15 - $128.97 $653K - $758K
57.2K $6.49M
DHR
Danaher Corp

Healthcare
185
+ 5.71%
$239.25 - $280.76 $44.3K - $51.9K
3.42K $951K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.56K
+ 35.67%
$70.42 - $80.82 $110K - $126K
5.93K $463K
XLF
Financial Sector Spdr

ETFs
1.3K
+ 6.73%
$40.84 - $45.74 $52.9K - $59.2K
20.5K $930K
AMP
Ameriprise Financial Inc

Financial Services
49
+ 1.82%
$391.53 - $469.81 $19.2K - $23K
2.75K $1.29M
SWKS
Skyworks Solutions, Inc.

Technology
2.15K
+ 22.73%
$96.22 - $120.68 $206K - $259K
11.6K $1.14M
IAK
Ishares Tr

ETFs
169
+ 2.37%
$112.0 - $130.47 $18.9K - $22K
7.29K $940K
XLRE
Select Sector Spdr Tr Real Est

ETFs
406
+ 2.16%
$38.04 - $45.36 $15.4K - $18.4K
19.2K $858K
CNC
Centene Corp

Healthcare
720
+ 8.07%
$64.89 - $80.23 $46.7K - $57.8K
9.64K $725K
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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