Personal Cfo Solutions, LLC New Holdings in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
499K
New
$37.89 - $40.48 $18.9M - $20.2M
499K $20.2M
BJUL
Innovator U.S. Equity Buffer E

ETFs
263K
New
$40.26 - $43.68 $10.6M - $11.5M
263K $11.5M
NJUL
Innovator Growth 100 Power Buf

Technology
110K
New
$56.73 - $60.88 $6.23M - $6.68M
110K $6.68M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
81.9K
New
$57.69 - $64.56 $4.73M - $5.29M
81.9K $5.23M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
192K
New
$23.84 - $25.78 $4.57M - $4.94M
192K $4.89M
JIG
J P Morgan Exchange Traded Fd

ETFs
66.5K
New
$60.68 - $68.76 $4.03M - $4.57M
66.5K $4.48M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25K
New
$79.58 - $91.64 $1.99M - $2.29M
25K $2.26M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
38.4K
New
$31.25 - $35.38 $1.2M - $1.36M
38.4K $1.33M
SE
Sea LTD

Consumer Cyclical
12.5K
New
$59.94 - $94.83 $752K - $1.19M
12.5K $1.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.35K
New
$89.91 - $101.33 $840K - $947K
9.35K $916K
AIG
American International Group, Inc.

Financial Services
5.89K
New
$70.16 - $79.23 $413K - $467K
5.89K $431K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.6K
New
$50.64 - $55.7 $385K - $423K
7.6K $423K
MET
Metlife Inc

Financial Services
4.21K
New
$67.96 - $82.48 $286K - $347K
4.21K $346K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.33K
New
$71.19 - $76.59 $309K - $332K
4.33K $331K
BSEP
Innovator U.S. Equity Buffer E

ETFs
7.84K
New
$39.49 - $42.12 $309K - $330K
7.84K $330K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.14K
New
$92.63 - $105.69 $291K - $332K
3.14K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.89K
New
$106.11 - $113.72 $307K - $329K
2.89K $326K
NSSC
Napco Security Technologies, Inc

Industrials
8.02K
New
$34.23 - $58.0 $275K - $465K
8.02K $324K
FSV
First Service Corp

Real Estate
1.77K
New
$152.13 - $183.13 $269K - $324K
1.77K $322K
GNRC
Generac Holdings Inc.

Industrials
2K
New
$133.16 - $159.78 $266K - $319K
2K $317K
PAUG
Innovator U.S. Equity Power Bu

ETFs
8.24K
New
$35.57 - $37.86 $293K - $312K
8.24K $311K
PLTR
Palantir Technologies Inc.

Technology
8.07K
New
$24.09 - $37.95 $194K - $306K
8.07K $300K
IEFA
Ishares Tr

ETFs
3.68K
New
$70.09 - $78.74 $258K - $290K
3.68K $287K
IEV
Ishares Tr Europe ETF

ETFs
4.79K
New
$53.25 - $58.78 $255K - $281K
4.79K $278K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.8K
New
$60.84 - $67.51 $231K - $257K
3.8K $256K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.38K
New
$72.18 - $107.33 $171K - $255K
2.38K $252K
PAM
Pampa Energy Inc.

Utilities
4.18K
New
$41.97 - $62.41 $175K - $261K
4.18K $251K
EFV
Msci Eafe Value ETF

ETFs
4.36K
New
$51.72 - $57.96 $225K - $253K
4.36K $250K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.75K
New
$31.07 - $39.36 $210K - $266K
6.75K $246K
QFIN
360 Digi Tech, Inc.

Financial Services
7.92K
New
$18.93 - $29.81 $150K - $236K
7.92K $236K
TMUS
T Mobile Us, Inc.

Communication Services
1.13K
New
$175.14 - $206.36 $198K - $233K
1.13K $232K
GLOB
Globant S.A.

Technology
1.16K
New
$176.29 - $207.07 $204K - $240K
1.16K $229K
FICO
Fair Isaac Corp

Technology
116
New
$1496.51 - $1947.38 $174K - $226K
116 $225K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.58K
New
$26.43 - $29.86 $200K - $226K
7.58K $223K
UNF
Unifirst Corp

Industrials
1.12K
New
$164.34 - $198.74 $184K - $223K
1.12K $222K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.77K
New
$89.87 - $124.16 $159K - $220K
1.77K $220K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.39K
New
$37.33 - $40.63 $201K - $219K
5.39K $218K
SEE
Sealed Air Corp

Consumer Cyclical
5.94K
New
$32.27 - $38.05 $192K - $226K
5.94K $215K
VST
Vistra Corp.

Utilities
1.81K
New
$69.0 - $119.06 $125K - $216K
1.81K $215K
ILMN
Illumina, Inc.

Healthcare
1.64K
New
$105.28 - $135.9 $173K - $223K
1.64K $213K
DAR
Darling Ingredients Inc.

Consumer Defensive
5.68K
New
$33.99 - $41.78 $193K - $237K
5.68K $211K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
500
New
$386.81 - $423.12 $193K - $212K
500 $211K
CFG
Citizens Financial Group Inc

Financial Services
5.16K
New
$35.24 - $43.24 $182K - $223K
5.16K $211K
HDB
Hdfc Bank LTD

Financial Services
3.39K
New
$58.04 - $66.97 $197K - $227K
3.39K $211K
TTD
Trade Desk, Inc.

Technology
1.89K
New
$83.08 - $110.79 $157K - $210K
1.89K $207K
TRV
Travelers Companies, Inc.

Financial Services
868
New
$201.87 - $242.35 $175K - $210K
868 $203K
OTIS
Otis Worldwide Corp

Industrials
1.96K
New
$91.43 - $104.43 $179K - $204K
1.96K $203K
EXAS
Exact Sciences Corp

Healthcare
2.98K
New
$42.43 - $70.83 $127K - $211K
2.98K $203K
DEO
Diageo PLC

Consumer Defensive
1.44K
New
$120.02 - $140.77 $173K - $203K
1.44K $202K
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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