Personal Cfo Solutions, LLC Incresed Positions in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
737
+ 5.69%
$84.77 - $97.13 $62.5K - $71.6K
13.7K $1.31M
HDG
Proshares Trust Proshares He

ETFs
413
+ 0.46%
$48.77 - $50.19 $20.1K - $20.7K
90.3K $4.5M
WRB
Berkley W R Corp

Financial Services
8.06K
+ 50.74%
$51.54 - $79.62 $415K - $641K
23.9K $1.36M
IT
Gartner Inc

Technology
13
+ 0.75%
$441.32 - $516.47 $5.74K - $6.71K
1.74K $882K
VTR
Ventas, Inc.

Real Estate
811
+ 19.3%
$50.88 - $65.33 $41.3K - $53K
5.01K $321K
UMH
Umh Properties, Inc.

Real Estate
2.46K
+ 16.45%
$16.04 - $20.43 $39.5K - $50.3K
17.4K $343K
DELL
Dell Technologies Inc.

Technology
1.15K
+ 68.23%
$87.89 - $145.97 $101K - $168K
2.83K $335K
CAT
Caterpillar Inc

Industrials
59
+ 4.35%
$316.8 - $391.12 $18.7K - $23.1K
1.42K $553K
ARES
Ares Management Corp

Financial Services
21
+ 0.49%
$133.73 - $158.05 $2.81K - $3.32K
4.35K $677K
UNP
Union Pacific Corp

Industrials
256
+ 13.53%
$221.78 - $256.09 $56.8K - $65.6K
2.15K $528K
ERJ
Embraer S.A.

Industrials
506
+ 6.09%
$25.9 - $36.95 $13.1K - $18.7K
8.81K $311K
GGAL
Grupo Financiero Galicia Sa

Financial Services
248
+ 3.39%
$26.61 - $47.1 $6.6K - $11.7K
7.56K $318K
NEE
Nextera Energy Inc

Utilities
39
+ 0.59%
$69.9 - $84.97 $2.73K - $3.31K
6.6K $557K
CBT
Cabot Corp

Basic Materials
118
+ 2.93%
$86.96 - $111.73 $10.3K - $13.2K
4.15K $463K
LMT
Lockheed Martin Corp

Industrials
57
+ 12.0%
$460.3 - $584.56 $26.2K - $33.3K
532 $310K
FDL
First Tr Morningstar Dividend

ETFs
1.03K
+ 9.05%
$37.66 - $42.06 $38.9K - $43.5K
12.5K $522K
TFC
Truist Financial Corp

Financial Services
1.55K
+ 26.32%
$38.22 - $44.94 $59K - $69.4K
7.41K $316K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.28K
+ 28.76%
$56.04 - $62.99 $71.9K - $80.8K
5.74K $351K
AMGN
Amgen Inc

Healthcare
172
+ 5.42%
$309.38 - $337.38 $53.2K - $58K
3.35K $1.08M
SONY
Sony Group Corp

Technology
191
+ 3.4%
$81.61 - $98.65 $15.6K - $18.8K
5.81K $560K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 1.52%
$105.53 - $118.34 $11.1K - $12.4K
7.03K $821K
TAP
Molson Coors Beverage CO

Consumer Defensive
965
+ 24.45%
$49.94 - $57.52 $48.2K - $55.5K
4.91K $282K
XLK
Technology Sector Spdr

ETFs
372
+ 9.79%
$197.34 - $237.68 $73.4K - $88.4K
4.17K $941K
HAL
Halliburton CO

Energy
4.21K
+ 40.7%
$27.81 - $36.44 $117K - $153K
14.5K $422K
PG
Procter & Gamble CO

Consumer Defensive
37
+ 0.46%
$160.76 - $177.82 $5.95K - $6.58K
8.04K $1.39M
FTLS
First Tr Long/Short Equity ETF

ETFs
307
+ 0.51%
$60.73 - $63.8 $18.6K - $19.6K
60.3K $3.83M
VNQ
Vanguard Specialized Funds Van

ETFs
122
+ 2.78%
$82.97 - $98.97 $10.1K - $12.1K
4.51K $439K
EFX
Equifax Inc

Industrials
31
+ 2.53%
$236.42 - $307.13 $7.33K - $9.52K
1.25K $368K
QUAL
Ishares Msci Usa Quality Facto

ETFs
151
+ 2.87%
$162.64 - $179.3 $24.6K - $27.1K
5.42K $971K
XRAY
Dentsply Sirona Inc.

Healthcare
190
+ 0.63%
$23.63 - $27.54 $4.49K - $5.23K
30.4K $823K
KHC
Kraft Heinz CO

Consumer Defensive
1.35K
+ 16.87%
$31.86 - $36.13 $43.1K - $48.8K
9.37K $328K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
673
+ 8.89%
$57.32 - $62.65 $38.6K - $42.2K
8.25K $513K
CAG
Conagra Brands Inc.

Consumer Defensive
927
+ 9.8%
$28.13 - $32.83 $26.1K - $30.4K
10.4K $337K
POWI
Power Integrations Inc

Technology
1.42K
+ 38.84%
$57.86 - $78.46 $82.2K - $111K
5.08K $325K
AEP
American Electric Power CO Inc

Utilities
44
+ 1.02%
$87.11 - $104.95 $3.83K - $4.62K
4.37K $448K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
313
+ 5.4%
$58.35 - $66.29 $18.3K - $20.7K
6.11K $404K
VMI
Valmont Industries Inc

Industrials
159
+ 10.82%
$260.22 - $302.59 $41.4K - $48.1K
1.63K $471K
BC
Brunswick Corp

Consumer Cyclical
320
+ 8.61%
$69.46 - $84.53 $22.2K - $27K
4.04K $338K
ZBRA
Zebra Technologies Corp

Technology
39
+ 4.44%
$306.21 - $371.02 $11.9K - $14.5K
918 $339K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
4.52K
+ 42.89%
$11.93 - $12.78 $53.9K - $57.8K
15.1K $192K
VEA
Vanguard Ftse Developed Market

ETFs
431
+ 3.37%
$47.6 - $53.31 $20.5K - $23K
13.2K $698K
PLD
Prologis, Inc.

Real Estate
126
+ 3.5%
$111.95 - $132.43 $14.1K - $16.7K
3.73K $470K
DD
Du Pont De Nemours, Inc.

Basic Materials
6
+ 0.08%
$77.22 - $89.49 $463 - $537
7.28K $648K
BAX
Baxter International Inc

Healthcare
557
+ 6.16%
$32.85 - $40.26 $18.3K - $22.4K
9.59K $364K
VEU
Vanguard Ftse All World Ex Us

ETFs
15
+ 0.11%
$56.47 - $63.69 $847 - $955
13.6K $859K
EPAM
Epam Systems, Inc.

Technology
320
+ 28.67%
$185.58 - $185.58 $59.4K - $59.4K
1.44K $266K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.71K
+ 8.07%
$9.55 - $11.13 $25.9K - $30.2K
36.3K $393K
WM
Waste Management Inc

Industrials
309
+ 21.38%
$196.96 - $223.45 $60.9K - $69K
1.75K $364K
VO
Vanguard Mid Cap ETF

ETFs
77
+ 4.68%
$237.84 - $263.83 $18.3K - $20.3K
1.72K $454K
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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