Personal Cfo Solutions, LLC Incresed Positions in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
59.3K
+ 1617.55%
$214.92 - $244.84 $12.7M - $14.5M
62.9K $15.2M
NVDA
Nvidia Corp

Technology
21.2K
+ 34.4%
$153.3 - $186.58 $3.25M - $3.95M
82.7K $15.4M
MSFT
Microsoft Corp

Technology
2.84K
+ 8.92%
$491.09 - $535.64 $1.39M - $1.52M
34.7K $18M
GOOGL
Alphabet Inc.

Communication Services
1.45K
+ 2.53%
$174.36 - $254.72 $252K - $368K
58.6K $14.2M
AVGO
Broadcom Inc.

Technology
6.79K
+ 68.81%
$264.74 - $369.57 $1.8M - $2.51M
16.6K $5.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.08%
$224.68 - $282.71 $2.92K - $3.68K
15.8K $4.42M
META
Meta Platforms, Inc.

Communication Services
695
+ 12.73%
$695.21 - $791.73 $483K - $550K
6.16K $4.52M
IQLT
Ishares Msci Intl Quality Fact

ETFs
21.3K
+ 22.62%
$41.43 - $44.2 $884K - $943K
116K $5.11M
PLTR
Palantir Technologies Inc.

Technology
1.91K
+ 18.78%
$130.68 - $186.97 $249K - $356K
12.1K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
8.12K
+ 129.87%
$157.77 - $183.27 $1.28M - $1.49M
14.4K $2.33M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
7.25K
+ 6.52%
$72.91 - $77.23 $528K - $560K
118K $9.03M
STX
Seagate Technology Holdings PLC

Technology
3.6K
+ 137.22%
$142.01 - $236.06 $511K - $849K
6.22K $1.47M
GLD
Spdr Gold Trust

ETFs
1.19K
+ 9.75%
$300.96 - $355.47 $357K - $422K
13.3K $4.74M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 13.62%
$282.78 - $316.06 $359K - $401K
10.6K $3.34M
UBER
Uber Technologies, Inc

Technology
8.26K
+ 90.29%
$86.91 - $99.57 $718K - $822K
17.4K $1.7M
SNPS
Synopsys Inc

Technology
1.84K
+ 233.42%
$387.78 - $645.35 $715K - $1.19M
2.63K $1.3M
SE
Sea LTD

Consumer Cyclical
850
+ 6.05%
$146.23 - $196.5 $124K - $167K
14.9K $2.66M
ASML
Asml Holding Nv

Technology
277
+ 15.13%
$689.63 - $968.09 $191K - $268K
2.11K $2.04M
CVX
Chevron Corp

Energy
6.72K
+ 37.29%
$145.57 - $161.83 $978K - $1.09M
24.7K $3.84M
GE
General Electric CO

Industrials
71
+ 1.0%
$244.75 - $305.63 $17.4K - $21.7K
7.18K $2.16M
TJX
Tjx Companies Inc

Consumer Cyclical
4.14K
+ 90.79%
$121.35 - $144.54 $503K - $599K
8.7K $1.26M
MPC
Marathon Petroleum Corp

Energy
2.42K
+ 63.69%
$158.59 - $198.69 $384K - $481K
6.22K $1.2M
VUG
Vanguard Growth ETF

ETFs
939
+ 52.78%
$433.97 - $484.08 $407K - $455K
2.72K $1.3M
IGV
Ishares Expanded Tech Software

ETFs
1.34K
+ 7.33%
$105.96 - $117.79 $142K - $158K
19.7K $2.26M
BSX
Boston Scientific Corp

Healthcare
6.51K
+ 299.95%
$97.03 - $108.14 $631K - $704K
8.68K $846K
SKYY
First Trust Cloud Computing Et

ETFs
356
+ 2.02%
$118.24 - $138.53 $42.1K - $49.3K
18K $2.42M
COF
Capital One Financial Corp

Financial Services
1.98K
+ 39.7%
$207.29 - $229.74 $410K - $454K
6.96K $1.48M
NOW
Service Now, Inc.

Technology
365
+ 18.67%
$850.86 - $1044.69 $311K - $381K
2.32K $2.14M
WFC
Wells Fargo & Company

Financial Services
4.53K
+ 37.92%
$77.05 - $85.16 $349K - $386K
16.5K $1.38M
GLW
Corning Inc

Technology
2.98K
+ 40.47%
$51.6 - $82.03 $154K - $245K
10.4K $849K
SLV
I Shares Silver Trust

ETFs
4.13K
+ 16.55%
$32.73 - $42.5 $135K - $175K
29.1K $1.23M
AMAT
Applied Materials Inc

Technology
434
+ 8.12%
$156.25 - $204.95 $67.8K - $88.9K
5.78K $1.18M
MCK
Mckesson Corp

Healthcare
247
+ 11.62%
$659.01 - $772.54 $163K - $191K
2.37K $1.83M
CTVA
Corteva, Inc.

Basic Materials
4.79K
+ 40.66%
$67.08 - $77.12 $321K - $369K
16.6K $1.12M
BAC
Bank Of America Corp

Financial Services
104
+ 0.28%
$44.92 - $52.42 $4.67K - $5.45K
36.9K $1.91M
C
Citigroup Inc

Financial Services
184
+ 1.66%
$85.57 - $103.49 $15.7K - $19K
11.3K $1.15M
CEG
Constellation Energy Corp

Utilities
209
+ 9.31%
$298.82 - $354.89 $62.5K - $74.2K
2.45K $807K
NU
Nu Holdings Ltd.

Financial Services
6.7K
+ 15.92%
$11.92 - $16.3 $79.8K - $109K
48.8K $780K
DIS
Walt Disney CO

Communication Services
2.04K
+ 28.25%
$112.25 - $124.0 $229K - $253K
9.28K $1.06M
YUM
Yum Brands Inc

Consumer Cyclical
2.43K
+ 50.79%
$139.5 - $153.94 $339K - $374K
7.21K $1.1M
TT
Trane Technologies PLC

Industrials
513
+ 38.14%
$398.96 - $472.54 $205K - $242K
1.86K $784K
NKE
Nike, Inc.

Consumer Cyclical
3.03K
+ 18.08%
$69.24 - $79.24 $210K - $240K
19.8K $1.38M
JNJ
Johnson & Johnson

Healthcare
229
+ 1.73%
$155.17 - $185.42 $35.5K - $42.5K
13.4K $2.49M
T
At&T Inc.

Communication Services
10.7K
+ 13.13%
$26.94 - $29.62 $288K - $317K
92.2K $2.6M
TRV
Travelers Companies, Inc.

Financial Services
952
+ 121.74%
$250.62 - $279.43 $239K - $266K
1.73K $484K
ETN
Eaton Corp PLC

Industrials
196
+ 9.98%
$342.99 - $392.76 $67.2K - $77K
2.16K $808K
VLO
Valero Energy Corp

Energy
146
+ 2.28%
$131.77 - $175.63 $19.2K - $25.6K
6.55K $1.11M
FISV
Fiserv Inc

Technology
2K
+ 150.11%
N/A
3.32K $416K
LHX
L3 Harris Technologies, Inc.

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