Personal Cfo Solutions, LLC Purchases in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KLIC
Kulicke & Soffa Industries Inc

Technology
6.47K
New
$32.11 - $43.03 $208K - $278K
6.47K $262K
ITRI
Itron, Inc.

Technology
2.1K
New
$117.47 - $138.42 $247K - $291K
2.1K $261K
AER
Aer Cap Holdings N.V.

Industrials
2.16K
New
$107.25 - $124.42 $232K - $269K
2.16K $261K
AES
Aes Corp

Utilities
19.8K
New
$10.77 - $13.94 $214K - $276K
19.8K $261K
INTA
Intapp, Inc.

Technology
6.29K
New
$35.64 - $48.82 $224K - $307K
6.29K $257K
APO
Apollo Global Management, Inc.

Financial Services
1.91K
New
$131.55 - $156.05 $251K - $298K
1.91K $254K
BC
Brunswick Corp

Consumer Cyclical
3.99K
New
$56.64 - $66.85 $226K - $267K
3.99K $252K
CVNA
Carvana Co.

Consumer Cyclical
668
New
$326.09 - $392.66 $218K - $262K
668 $251K
VNT
Vontier Corp

Technology
5.99K
New
$37.48 - $43.71 $225K - $262K
5.99K $251K
FISV
Fiserv Inc

Technology
2K
+ 150.11%
N/A
3.32K $416K
IRM
Iron Mountain Inc

Real Estate
2.45K
New
$89.46 - $104.46 $219K - $256K
2.45K $249K
LHX
L3 Harris Technologies, Inc.

Industrials
164
+ 7.98%
$252.18 - $305.41 $41.4K - $50.1K
2.22K $678K
ALL
Allstate Corp

Financial Services
1.16K
New
$192.0 - $214.65 $222K - $248K
1.16K $247K
PHM
Pultegroup Inc

Consumer Cyclical
1.87K
New
$108.0 - $141.42 $202K - $265K
1.87K $247K
AFRM
Affirm Holdings, Inc.

Technology
3.35K
New
$64.05 - $92.18 $215K - $309K
3.35K $245K
CFG
Citizens Financial Group Inc

Financial Services
4.6K
New
$46.1 - $53.65 $212K - $247K
4.6K $244K
GRFS
Grifols Sa

Healthcare
24.5K
New
$8.87 - $10.85 $218K - $266K
24.5K $244K
HCA
Hca Healthcare, Inc.

Healthcare
159
+ 7.33%
$334.32 - $426.2 $53.2K - $67.8K
2.33K $991K
CCJ
Cameco Corp

Energy
2.89K
New
$70.47 - $86.89 $204K - $251K
2.89K $242K
KEP
Korea Electric Power Corp

Utilities
18.3K
New
$12.94 - $14.82 $236K - $271K
18.3K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.18K
+ 35.57%
$55.61 - $57.37 $232K - $240K
15.9K $908K
FCX
Freeport Mcmoran Inc

Basic Materials
6.02K
New
$35.34 - $47.21 $213K - $284K
6.02K $236K
CW
Curtiss Wright Corp

Industrials
100
+ 12.72%
$472.43 - $542.94 $47.2K - $54.3K
886 $481K
UFPT
Ufp Technologies Inc

Healthcare
1.16K
New
$190.04 - $252.55 $221K - $294K
1.16K $232K
DLR
Digital Realty Trust, Inc.

Real Estate
1.35K
New
$161.21 - $180.02 $217K - $242K
1.35K $232K
SCVL
Shoe Carnival Inc

Consumer Cyclical
11.2K
New
$19.57 - $25.89 $219K - $289K
11.2K $232K
APG
A Pi Group Corp

Industrials
6.75K
New
$33.09 - $36.34 $223K - $245K
6.75K $231K
INTC
Intel Corp

Technology
2K
+ 13.38%
$19.31 - $35.5 $38.6K - $70.9K
16.9K $568K
RJF
Raymond James Financial Inc

Financial Services
1.32K
New
$154.64 - $176.43 $204K - $232K
1.32K $227K
CTRE
Care Trust Reit, Inc.

Real Estate
6.54K
New
$30.29 - $34.8 $198K - $228K
6.54K $226K
MWA
Mueller Water Products, Inc.

Industrials
8.82K
New
$23.94 - $27.39 $211K - $242K
8.82K $225K
CX
Cemex Sab De Cv

Basic Materials
24.7K
New
$7.1 - $9.55 $175K - $235K
24.7K $221K
PAC
Pacific Airport Group

Industrials
932
New
$218.82 - $256.99 $204K - $240K
932 $221K
ST
Sensata Technologies Holding PLC

Technology
7.24K
New
$29.37 - $33.52 $213K - $243K
7.24K $221K
DASH
Door Dash, Inc.

Communication Services
812
New
$234.5 - $272.5 $190K - $221K
812 $220K
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$191.41 - $220.25 $193K - $222K
1.01K $219K
FDX
Fedex Corp

Industrials
922
New
$217.1 - $243.2 $200K - $224K
922 $217K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.22K
New
$92.26 - $97.51 $205K - $216K
2.22K $214K
FN
Fabrinet

Technology
585
New
$277.04 - $389.47 $162K - $228K
585 $213K
VRT
Vertiv Holdings CO

Industrials
2.42K
New
N/A
2.42K $209K
GPI
Group 1 Automotive Inc

Consumer Cyclical
476
New
$406.1 - $488.25 $193K - $232K
476 $208K
MORN
Morningstar, Inc.

Financial Services
900
New
$231.72 - $311.89 $209K - $281K
900 $208K
OSK
Oshkosh Corp

Industrials
1.6K
New
$118.16 - $143.44 $189K - $230K
1.6K $207K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.87K
+ 58.94%
$60.9 - $70.75 $236K - $274K
10.4K $651K
KWR
Quaker Chemical Corp

Basic Materials
1.57K
New
$114.42 - $145.36 $179K - $228K
1.57K $206K
LPLA
Lpl Financial Holdings Inc.

Financial Services
616
New
$332.69 - $399.0 $205K - $246K
616 $204K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.59%
$2292.04 - $2514.05 $6.88K - $7.54K
512 $1.2M
EXAS
Exact Sciences Corp

Healthcare
3.74K
New
$40.91 - $56.0 $153K - $209K
3.74K $204K
PHG
Koninklijke Philips Nv

Healthcare
7.49K
New
$23.84 - $28.62 $178K - $214K
7.49K $204K
Activity Summary
Buys All Purchases 298 New Holdings 102 Increased Positions 196 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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