Personal Cfo Solutions, LLC New Holdings in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
21.6K
New
$84.25 - $91.99 $1.82M - $1.99M
21.6K $1.93M
CR
Crane Holdings, Co.

Industrials
6.34K
New
$178.73 - $198.45 $1.13M - $1.26M
6.34K $1.17M
IDXX
Idexx Laboratories Inc

Healthcare
1.64K
New
$514.61 - $682.78 $842K - $1.12M
1.64K $1.05M
XLK
Technology Sector Spdr

ETFs
2.91K
New
$250.97 - $282.66 $731K - $823K
2.91K $820K
XLC
Select Sector Spdr Tr Communic

ETFs
6.15K
New
$105.99 - $119.41 $652K - $734K
6.15K $727K
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.1K
New
$40.94 - $42.85 $702K - $734K
17.1K $721K
XLY
Select Sector Spdr Consumer Di

ETFs
2.97K
New
$216.09 - $242.18 $642K - $720K
2.97K $712K
XLB
Select Sector Spdr Fd Material

ETFs
7.58K
New
$86.72 - $92.61 $658K - $702K
7.58K $679K
VST
Vistra Corp.

Utilities
3.31K
New
$182.0 - $217.92 $603K - $722K
3.31K $648K
MNDY
Monday.Com Ltd.

Technology
3.34K
New
$171.46 - $309.62 $573K - $1.03M
3.34K $646K
AKAM
Akamai Technologies Inc

Technology
5.66K
New
N/A
5.66K $514K
FIX
Comfort Systems Usa Inc

Industrials
573
New
$521.66 - $825.18 $299K - $473K
573 $472K
GFI
Gold Fields LTD

Basic Materials
10.5K
New
$23.36 - $42.3 $246K - $446K
10.5K $442K
EBAY
Ebay Inc

Consumer Cyclical
4.41K
New
$75.33 - $100.77 $332K - $444K
4.41K $400K
HOOD
Robinhood Markets, Inc.

Technology
2.77K
New
$91.27 - $143.18 $253K - $396K
2.77K $396K
COIN
Coinbase Global, Inc.

Technology
1.15K
New
$297.99 - $419.78 $342K - $481K
1.15K $387K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.27K
New
$82.29 - $90.77 $351K - $388K
4.27K $386K
MU
Micron Technology Inc

Technology
2.23K
New
$104.88 - $168.89 $233K - $376K
2.23K $372K
EMB
Ishares Tr

ETFs
3.76K
New
$91.52 - $95.59 $344K - $360K
3.76K $358K
WDC
Western Digital Corp

Technology
2.94K
New
$63.84 - $120.06 $188K - $353K
2.94K $353K
NSSC
Napco Security Technologies, Inc

Industrials
8.03K
New
$29.42 - $43.66 $236K - $351K
8.03K $344K
LFUS
Littelfuse Inc

Technology
1.33K
New
$228.23 - $271.17 $304K - $361K
1.33K $344K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.03K
New
$53.93 - $57.58 $325K - $347K
6.03K $340K
RYAAY
Ryanair Holdings PLC

Industrials
5.58K
New
$55.19 - $66.72 $308K - $372K
5.58K $335K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.31K
New
$184.09 - $279.47 $242K - $367K
1.31K $324K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.88K
New
$86.72 - $111.84 $250K - $322K
2.88K $322K
PIPR
Piper Sandler Companies

Financial Services
926
New
$284.8 - $369.4 $264K - $342K
926 $321K
PATK
Patrick Industries Inc

Consumer Cyclical
3.03K
New
$95.3 - $116.04 $289K - $352K
3.03K $313K
BBY
Best Buy CO Inc

Consumer Cyclical
4.14K
New
$64.12 - $78.46 $265K - $325K
4.14K $312K
BVN
Buenaventura Mining CO Inc

Basic Materials
12.7K
New
$16.23 - $24.33 $207K - $310K
12.7K $309K
AAON
Aaon, Inc.

Industrials
3.3K
New
$72.08 - $94.26 $238K - $311K
3.3K $307K
OSIS
Osi Systems Inc

Technology
1.22K
New
$208.12 - $249.24 $253K - $303K
1.22K $303K
SBSW
Sibanye Stillwater LTD

Basic Materials
27K
New
$7.27 - $11.24 $197K - $304K
27K $303K
JBL
Jabil Inc

Technology
1.34K
New
$202.08 - $234.45 $271K - $314K
1.34K $290K
FUTU
Futu Holdings LTD

Financial Services
1.63K
New
$120.32 - $194.74 $196K - $317K
1.63K $283K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.15K
New
$231.35 - $253.24 $266K - $291K
1.15K $281K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.2K
New
$25.83 - $30.45 $264K - $311K
10.2K $281K
TPR
Tapestry, Inc.

Consumer Cyclical
2.48K
New
$86.48 - $116.14 $214K - $288K
2.48K $280K
MTRN
Materion Corp

Basic Materials
2.28K
New
$80.72 - $122.12 $184K - $279K
2.28K $275K
PRDO
Perdoceo Education Corp

Consumer Defensive
7.31K
New
$28.08 - $37.66 $205K - $275K
7.31K $275K
HWM
Howmet Aerospace Inc.

Industrials
1.4K
New
$171.0 - $196.23 $239K - $274K
1.4K $273K
CSX
Csx Corp

Industrials
7.59K
New
$32.05 - $36.52 $243K - $277K
7.59K $269K
PCOR
Procore Technologies, Inc.

Technology
3.69K
New
$61.62 - $76.64 $228K - $283K
3.69K $269K
HPE
Hewlett Packard Enterprise CO

Technology
11K
New
$19.81 - $25.24 $218K - $277K
11K $269K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.04K
New
$259.44 - $278.65 $269K - $288K
1.04K $268K
HAS
Hasbro, Inc.

Consumer Cyclical
3.53K
New
$73.92 - $81.85 $261K - $289K
3.53K $267K
ASND
Ascendis Pharma A/S

Healthcare
1.35K
New
$163.32 - $205.91 $220K - $277K
1.35K $267K
MPWR
Monolithic Power Systems Inc

Technology
289
New
$711.24 - $922.81 $206K - $267K
289 $266K
JBT
John Bean Technologies Corp

Industrials
2.1K
New
N/A
2.1K $264K
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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