Personal Cfo Solutions, LLC Incresed Positions in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
694
+ 9.61%
$159.95 - $194.23 $111K - $135K
7.91K $1.32M
EFX
Equifax Inc

Industrials
26
+ 2.07%
$245.03 - $293.5 $6.37K - $7.63K
1.28K $326K
ASML
Asml Holding Nv

Technology
215
+ 15.32%
$658.43 - $872.27 $142K - $188K
1.62K $1.12M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.75%
$479.66 - $614.62 $1.92K - $2.46K
536 $260K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
18
+ 0.76%
$82.28 - $117.52 $1.48K - $2.12K
2.39K $202K
EL
Estee Lauder Companies Inc

Consumer Defensive
28
+ 0.97%
$62.74 - $97.24 $1.76K - $2.72K
2.93K $219K
IFF
International Flavors & Fragrances Inc

Basic Materials
40
+ 1.1%
$83.96 - $106.19 $3.36K - $4.25K
3.69K $311K
CBT
Cabot Corp

Basic Materials
137
+ 3.3%
$90.64 - $117.0 $12.4K - $16K
4.29K $391K
VEU
Vanguard Ftse All World Ex Us

ETFs
60
+ 0.44%
$57.29 - $63.1 $3.44K - $3.79K
13.7K $786K
BAX
Baxter International Inc

Healthcare
375
+ 3.91%
$28.63 - $37.84 $10.7K - $14.2K
9.97K $290K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
135K
+ 205.01%
$26.93 - $84.95 $3.63M - $11.5M
201K $5.48M
MSFT
Microsoft Corp

Technology
439
+ 1.44%
$406.35 - $454.46 $178K - $200K
30.9K $13M
STZ
Constellation Brands, Inc.

Consumer Defensive
13
+ 0.5%
$219.66 - $257.62 $2.86K - $3.35K
2.63K $580K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
70
+ 1.15%
$49.78 - $66.55 $3.48K - $4.66K
6.18K $309K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.58K
+ 146.03%
$25.93 - $105.3 $119K - $483K
7.72K $215K
XYL
Xylem Inc.

Industrials
39
+ 0.61%
$116.02 - $137.45 $4.52K - $5.36K
6.43K $745K
WING
Wingstop Inc.

Consumer Cyclical
12
+ 1.2%
$281.09 - $422.95 $3.37K - $5.08K
1.01K $287K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 1.57%
$1666.0 - $2117.3 $11.7K - $14.8K
452 $768K
DHR
Danaher Corp

Healthcare
42
+ 1.23%
$226.16 - $274.52 $9.5K - $11.5K
3.47K $795K
KO
Coca Cola CO

Consumer Defensive
477
+ 2.43%
$61.74 - $71.71 $29.4K - $34.2K
20.1K $1.25M
AMAT
Applied Materials Inc

Technology
90
+ 1.8%
$161.44 - $213.89 $14.5K - $19.3K
5.1K $829K
CARR
Carrier Global Corp

Industrials
91
+ 0.45%
$66.69 - $82.65 $6.07K - $7.52K
20.3K $1.39M
AZN
Astrazeneca PLC

Healthcare
210
+ 1.0%
$63.2 - $79.58 $13.3K - $16.7K
21.3K $1.4M
VZ
Verizon Communications Inc

Communication Services
941
+ 1.27%
$39.6 - $45.21 $37.3K - $42.5K
75.2K $3.01M
Activity Summary
Buys All Purchases 242 New Holdings 67 Increased Positions 175 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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