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
TXN
Texas Instruments Inc

Technology
11
+ 0.32%
N/A
3.45K $671K
Annaly Capital Management In
1.28K
+ 11.78%
N/A
12.2K $0
China Yuchai Intl LTD
9.76K
New
N/A
9.76K $0
Rb Global Inc
43
+ 0.39%
N/A
11.1K $0
Coherent Corp
2.49K
New
N/A
2.49K $0
Noble Corp PLC
8.75K
New
N/A
8.75K $0
Veon LTD
3.83K
New
N/A
3.83K $0
BFB
Brown Forman Corp Cl B
735
+ 8.24%
N/A
9.66K $0
Bitwise Bitcoin ETF Tr
680
+ 13.78%
N/A
5.62K $0
Blackrock Inc
59
+ 6.63%
N/A
949 $0
Yatsen Hldg LTD
25.4K
New
N/A
25.4K $0
Aegon LTD
1.94K
+ 8.07%
N/A
26K $0
Paramount Skydance Corp
29.3K
New
N/A
29.3K $0
Ge Vernova Inc
156
+ 10.61%
N/A
1.63K $0
Linde PLC
309
+ 9.77%
N/A
3.47K $0
IBN
Icici Bank LTD

Financial Services
1.18K
+ 4.07%
$30.23 - $34.41 $35.7K - $40.6K
30.1K $911K
CI
Cigna Corp

Healthcare
115
+ 13.94%
$262.23 - $334.39 $30.2K - $38.5K
940 $270K
TMUS
T Mobile Us, Inc.

Communication Services
199
+ 10.93%
$226.02 - $259.01 $45K - $51.5K
2.02K $483K
TLT
Ishares Barclays 20+ Year Trea

ETFs
89
+ 1.46%
$85.01 - $90.35 $7.57K - $8.04K
6.2K $554K
PSA
Public Storage

Real Estate
13
+ 1.71%
$271.94 - $298.09 $3.54K - $3.88K
774 $223K
MUSA
Murphy Usa Inc.

Consumer Cyclical
95
+ 17.79%
$361.83 - $435.43 $34.4K - $41.4K
629 $244K
HDB
Hdfc Bank LTD

Financial Services
2.76K
+ 79.99%
$34.14 - $78.94 $94.3K - $218K
6.22K $212K
UPS
United Parcel Service Inc

Industrials
786
+ 23.26%
$82.58 - $105.54 $64.9K - $83K
4.17K $347K
GDDY
Go Daddy Inc.

Technology
222
+ 17.32%
$133.35 - $178.59 $29.6K - $39.6K
1.5K $205K
CBT
Cabot Corp

Basic Materials
24
+ 0.6%
$72.0 - $82.94 $1.73K - $1.99K
4K $304K
KHC
Kraft Heinz CO

Consumer Defensive
852
+ 7.21%
$25.63 - $28.94 $21.8K - $24.7K
12.7K $330K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
130
+ 3.89%
$90.62 - $107.71 $11.8K - $14K
3.48K $342K
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 5.25%
$65.67 - $71.67 $75.4K - $82.3K
23K $1.53M
AIG
American International Group, Inc.

Financial Services
282
+ 3.59%
$76.34 - $85.87 $21.5K - $24.2K
8.14K $639K
NOG
Northern Oil & Gas, Inc.

Energy
4
+ 0.05%
$23.13 - $31.07 $92.5 - $124
8.28K $205K
CARR
Carrier Global Corp

Industrials
499
+ 2.44%
$58.75 - $80.73 $29.3K - $40.3K
20.9K $1.25M
ZTS
Zoetis Inc.

Healthcare
785
+ 8.48%
$141.13 - $159.19 $111K - $125K
10K $1.47M
CNS
Cohen & Steers, Inc.

Financial Services
9
+ 0.23%
$65.61 - $78.01 $590 - $702
3.9K $256K
IFF
International Flavors & Fragrances Inc

Basic Materials
14
+ 0.39%
$60.3 - $77.46 $844 - $1.08K
3.65K $224K
CHE
Chemed Corp

Healthcare
70
+ 12.07%
$412.3 - $483.92 $28.9K - $33.9K
650 $291K
XOM
Exxon Mobil Corp

Energy
1.02K
+ 3.5%
$105.83 - $117.22 $108K - $120K
30.3K $3.41M
PG
Procter & Gamble CO

Consumer Defensive
389
+ 4.92%
$150.47 - $161.22 $58.5K - $62.7K
8.29K $1.27M
ALC
Alcon Inc

Healthcare
224
+ 4.93%
$73.24 - $92.22 $16.4K - $20.7K
4.77K $355K
BDX
Becton Dickinson & CO

Healthcare
63
+ 2.48%
$172.41 - $199.66 $10.9K - $12.6K
2.6K $487K
CRM
Salesforce, Inc.

Technology
79
+ 2.17%
$231.66 - $273.65 $18.3K - $21.6K
3.72K $882K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 1.73%
$366.54 - $479.53 $7.33K - $9.59K
1.18K $461K
BAX
Baxter International Inc

Healthcare
771
+ 7.06%
$21.71 - $31.23 $16.7K - $24.1K
11.7K $266K
LLY
Eli Lilly & CO

Healthcare
176
+ 4.21%
$625.65 - $812.69 $110K - $143K
4.35K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
262
+ 2.57%
$459.11 - $506.91 $120K - $133K
10.5K $5.26M
LKQ
Lkq Corp

Consumer Cyclical
1.01K
+ 5.61%
$29.24 - $39.21 $29.6K - $39.7K
19.1K $582K
CAG
Conagra Brands Inc.

Consumer Defensive
3.51K
+ 9.52%
$18.04 - $21.14 $63.4K - $74.2K
40.4K $739K
UNH
Unitedhealth Group Inc

Healthcare
1.02K
+ 23.18%
$237.77 - $353.61 $242K - $359K
5.4K $1.86M
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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