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
SO
Southern CO

Utilities
337
+ 2.43%
$90.83 - $96.0 $30.6K - $32.4K
14.2K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 7.18%
$915.95 - $994.57 $99.8K - $108K
1.63K $1.51M
TIGR
Up Fintech Holding LTD

Financial Services
656
+ 2.29%
$9.12 - $12.99 $5.98K - $8.52K
29.3K $312K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.83K
+ 19.52%
$14.53 - $17.13 $41.1K - $48.4K
17.3K $289K
BIIB
Biogen Inc.

Healthcare
411
+ 20.28%
$122.68 - $148.84 $50.4K - $61.2K
2.44K $341K
FTI
Technip Fmc PLC

Energy
24
+ 0.32%
$32.19 - $40.89 $773 - $981
7.53K $297K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.7K
+ 1541.14%
$89.32 - $107.82 $241K - $291K
2.87K $309K
VTRS
Viatris Inc

Healthcare
4.51K
+ 38.08%
$8.74 - $10.69 $39.4K - $48.2K
16.3K $161K
FCNCA
First Citizens Bancshares Inc

Financial Services
36
+ 24.0%
$1789.16 - $2158.23 $64.4K - $77.7K
186 $332K
MAR
Marriott International Inc

Consumer Cyclical
114
+ 13.4%
$255.35 - $282.87 $29.1K - $32.2K
965 $251K
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 0.24%
$91.28 - $97.59 $730 - $781
3.3K $316K
OLED
Universal Display Corp Pa

Technology
253
+ 17.5%
$134.16 - $161.44 $33.9K - $40.8K
1.7K $244K
WMB
Williams Companies, Inc.

Energy
348
+ 6.78%
$56.52 - $64.01 $19.7K - $22.3K
5.48K $347K
GILD
Gilead Sciences, Inc.

Healthcare
397
+ 9.69%
$108.22 - $120.47 $43K - $47.8K
4.5K $499K
F
Ford Motor CO

Consumer Cyclical
1.33K
+ 10.96%
$10.82 - $12.09 $14.4K - $16K
13.4K $160K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.65K
+ 43.33%
$38.58 - $58.24 $102K - $154K
8.76K $343K
SPGI
S&P Global Inc.

Financial Services
101
+ 15.44%
$484.94 - $564.15 $49K - $57K
755 $367K
EFX
Equifax Inc

Industrials
62
+ 4.54%
$234.03 - $265.73 $14.5K - $16.5K
1.43K $366K
WCN
Waste Connections, Inc.

Industrials
660
+ 15.19%
$171.32 - $191.84 $113K - $127K
5K $879K
KT
Kt Corp

Communication Services
560
+ 4.76%
$19.32 - $21.38 $10.8K - $12K
12.3K $240K
DD
Du Pont De Nemours, Inc.

Basic Materials
127
+ 1.87%
$69.9 - $78.26 $8.88K - $9.94K
6.93K $539K
LMT
Lockheed Martin Corp

Industrials
11
+ 2.2%
$410.74 - $499.21 $4.52K - $5.49K
511 $255K
CME
Cme Group Inc.

Financial Services
85
+ 6.26%
$258.83 - $287.1 $22K - $24.4K
1.44K $389K
WETF
Wisdom Tree Investments, Inc.

Financial Services
5.03K
+ 40.43%
N/A
17.5K $95K
DEO
Diageo PLC

Consumer Defensive
684
+ 16.15%
$93.64 - $115.33 $64K - $78.9K
4.92K $469K
SNY
Sanofi

Healthcare
1.38K
+ 29.03%
$45.07 - $51.35 $62.3K - $71K
6.14K $289K
DXCM
Dexcom Inc

Healthcare
418
+ 12.13%
$66.46 - $89.53 $27.8K - $37.4K
3.86K $260K
AEP
American Electric Power CO Inc

Utilities
120
+ 3.56%
$103.26 - $115.0 $12.4K - $13.8K
3.49K $392K
MET
Metlife Inc

Financial Services
196
+ 6.3%
$73.82 - $82.37 $14.5K - $16.1K
3.31K $272K
LKFN
Lakeland Financial Corp

Financial Services
48
+ 1.16%
$60.25 - $68.73 $2.89K - $3.3K
4.2K $269K
LQD
Ishares Iboxx $ Investment Gra

ETFs
132
+ 4.18%
$107.66 - $112.36 $14.2K - $14.8K
3.29K $366K
TIP
Ishares Tr Tips Bd ETF

ETFs
170
+ 4.24%
$109.11 - $111.88 $18.5K - $19K
4.18K $464K
ICE
Intercontinental Exchange, Inc.

Financial Services
146
+ 10.93%
$167.28 - $188.45 $24.4K - $27.5K
1.48K $249K
LBRT
Liberty Energy Inc.

Energy
4.69K
+ 38.89%
$10.02 - $13.25 $47K - $62.2K
16.8K $206K
LMAT
Lemaitre Vascular Inc

Healthcare
12
+ 0.3%
$79.77 - $100.33 $957 - $1.2K
4.06K $355K
DE
Deere & CO

Industrials
63
+ 5.43%
$457.26 - $524.37 $28.8K - $33K
1.22K $559K
POR
Portland General Electric CO

Utilities
420
+ 7.61%
$39.73 - $44.0 $16.7K - $18.5K
5.94K $261K
SAP
Sap Se

Technology
92
+ 1.1%
$252.42 - $311.93 $23.2K - $28.7K
8.45K $2.26M
PEG
Public Service Enterprise Group Inc

Utilities
23
+ 0.22%
$79.99 - $90.14 $1.84K - $2.07K
10.3K $862K
AVA
Avista Corp

Utilities
986
+ 16.71%
$35.55 - $38.37 $35.1K - $37.8K
6.89K $260K
COP
Conocophillips

Energy
1.27K
+ 12.39%
$91.0 - $98.99 $116K - $126K
11.6K $1.09M
UTZ
Utz Brands, Inc.

Consumer Defensive
3.86K
+ 21.18%
$11.85 - $14.49 $45.8K - $56K
22.1K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 3.98%
$291.67 - $316.99 $32.4K - $35.2K
2.9K $880K
DGX
Quest Diagnostics Inc

Healthcare
71
+ 2.38%
N/A
3.06K $418K
MTDR
Matador Resources CO

Energy
857
+ 17.58%
$44.93 - $52.55 $38.5K - $45K
5.73K $257K
SHEL
Shell PLC

Energy
227
+ 4.6%
$69.82 - $73.93 $15.8K - $16.8K
5.16K $369K
LSTR
Landstar System Inc

Industrials
390
+ 26.05%
$120.68 - $146.55 $47.1K - $57.2K
1.89K $231K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
312
+ 4.6%
$57.1 - $70.52 $17.8K - $22K
7.09K $422K
RGA
Reinsurance Group Of America Inc

Financial Services
57
+ 3.85%
$177.1 - $199.23 $10.1K - $11.4K
1.54K $295K
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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