Personal Cfo Solutions, LLC Reduced Holdings in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
-404
- 0.21%
$265.99 - $289.59 $107K - $117K
193K $54.5M
MRK
Merck & Co., Inc.

Healthcare
-29.4K
- 54.59%
$77.6 - $87.37 $2.28M - $2.57M
24.4K $2.05M
BMY
Bristol Myers Squibb CO

Healthcare
-5.32K
- 16.07%
$43.31 - $48.98 $231K - $261K
27.8K $1.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.35K
- 39.94%
$404.94 - $499.99 $546K - $674K
2.03K $983K
V
Visa Inc.

Financial Services
-1.58K
- 11.18%
$332.09 - $358.86 $525K - $567K
12.5K $4.28M
ADBE
Adobe Inc.

Technology
-1.34K
- 23.32%
$333.65 - $392.1 $448K - $527K
4.42K $1.56M
NVO
Novo Nordisk A S

Healthcare
-4.16K
- 16.17%
$45.38 - $71.7 $189K - $298K
21.6K $1.2M
WDAY
Workday, Inc.

Technology
-2.38K
- 43.26%
$213.69 - $247.69 $509K - $590K
3.13K $752K
STE
Steris PLC

Healthcare
-2.44K
- 66.77%
$221.21 - $252.43 $540K - $616K
1.22K $300K
GD
General Dynamics Corp

Industrials
-3.44K
- 34.84%
$293.92 - $341.0 $1.01M - $1.17M
6.44K $2.19M
AON
Aon PLC

Financial Services
-590
- 10.2%
$350.91 - $375.27 $207K - $221K
5.19K $1.85M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.87K
- 47.44%
$118.3 - $142.16 $457K - $550K
4.28K $520K
PFE
Pfizer Inc

Healthcare
-16K
- 18.82%
$23.29 - $25.88 $373K - $415K
69.1K $1.76M
ABT
Abbott Laboratories

Healthcare
-3.12K
- 17.74%
$120.51 - $136.62 $376K - $426K
14.4K $1.93M
RACE
Ferrari N.V.

Consumer Cyclical
-1.11K
- 39.24%
$436.24 - $517.65 $485K - $575K
1.72K $834K
XLU
Utilities Sector Spdr

ETFs
-5.68K
- 39.19%
$81.14 - $87.32 $461K - $496K
8.81K $768K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.15K
- 3.99%
$26.38 - $27.95 $215K - $228K
196K $5.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-899
- 24.44%
$196.15 - $217.83 $176K - $196K
2.78K $560K
CTRA
Coterra Energy Inc.

Energy
-9.68K
- 47.16%
$23.09 - $25.45 $223K - $246K
10.8K $256K
CMCSA
Comcast Corp

Communication Services
-1.74K
- 3.46%
$31.41 - $36.33 $54.6K - $63.2K
48.6K $1.53M
VZ
Verizon Communications Inc

Communication Services
-5.18K
- 7.11%
$40.84 - $45.06 $212K - $233K
67.6K $2.97M
TSN
Tyson Foods, Inc.

Consumer Defensive
-4.24K
- 44.42%
$52.3 - $57.69 $221K - $244K
5.3K $287K
XLV
Select Sector Spdr Fund Health

ETFs
-1.43K
- 18.33%
$129.01 - $139.72 $184K - $199K
6.36K $884K
STZ
Constellation Brands, Inc.

Consumer Defensive
-477
- 14.42%
$131.78 - $176.09 $62.9K - $84K
2.83K $381K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-137
- 7.49%
$534.91 - $598.71 $73.3K - $82K
1.69K $950K
SLB
Schlumberger Limited

Energy
-1.19K
- 5.35%
$32.37 - $37.31 $38.6K - $44.5K
21.1K $725K
RELX
Relx PLC

Communication Services
-3.69K
- 44.59%
$45.13 - $54.19 $167K - $200K
4.59K $219K
AZN
Astrazeneca PLC

Healthcare
-3.32K
- 15.09%
$68.72 - $82.11 $228K - $273K
18.7K $1.43M
ECL
Ecolab Inc.

Basic Materials
-892
- 29.19%
$259.39 - $285.47 $231K - $255K
2.16K $592K
AMGN
Amgen Inc

Healthcare
-311
- 10.01%
$271.18 - $309.22 $84.3K - $96.2K
2.8K $789K
PEP
Pepsico Inc

Consumer Defensive
-826
- 16.87%
$133.81 - $152.16 $111K - $126K
4.07K $571K
HLNE
Hamilton Lane Inc

Financial Services
-888
- 28.4%
$134.79 - $160.88 $120K - $143K
2.24K $301K
ISRG
Intuitive Surgical Inc

Healthcare
-217
- 17.61%
$433.66 - $544.47 $94.1K - $118K
1.02K $453K
ET
Energy Transfer LP

Energy
-2.14K
- 2.61%
$17.11 - $18.16 $36.7K - $38.9K
79.9K $1.37M
EPD
Enterprise Products Partners L.P.

Energy
-2.71K
- 12.62%
$30.74 - $32.14 $83.4K - $87.2K
18.8K $587K
XYL
Xylem Inc.

Industrials
-2.18K
- 34.17%
$129.67 - $147.5 $282K - $321K
4.2K $618K
EOG
Eog Resources Inc

Energy
-178
- 2.34%
$112.12 - $126.1 $20K - $22.4K
7.44K $834K
NOC
Northrop Grumman Corp

Industrials
-442
- 32.38%
$498.9 - $609.32 $221K - $269K
923 $562K
UMH
Umh Properties, Inc.

Real Estate
-5.07K
- 32.44%
$14.69 - $17.34 $74.5K - $88K
10.6K $156K
XLI
Industrial Sector Spdr

ETFs
-1.87K
- 28.32%
$147.94 - $154.99 $276K - $289K
4.73K $728K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-183
- 23.49%
$415.15 - $489.89 $76K - $89.6K
596 $253K
ADP
Automatic Data Processing Inc

Industrials
-349
- 20.2%
$288.69 - $310.94 $101K - $109K
1.38K $404K
BK
Bank Of New York Mellon Corp

Financial Services
-2.73K
- 38.27%
$90.65 - $109.75 $247K - $299K
4.4K $478K
IBM
International Business Machines Corp

Technology
-1.16K
- 17.87%
$234.77 - $292.47 $273K - $340K
5.34K $1.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
-113
- 3.33%
$265.78 - $299.3 $30K - $33.8K
3.28K $893K
GIS
General Mills Inc

Consumer Defensive
-146
- 1.39%
$48.44 - $53.83 $7.07K - $7.86K
10.4K $523K
AJG
Arthur J. Gallagher & Co.

Financial Services
-91
- 4.21%
$284.17 - $319.49 $25.9K - $29.1K
2.07K $640K
FTNT
Fortinet, Inc.

Technology
-744
- 21.79%
$74.39 - $107.65 $55.3K - $80.1K
2.67K $224K
AMD
Advanced Micro Devices Inc

Technology
-2.94K
- 45.21%
$134.8 - $184.42 $396K - $542K
3.56K $575K
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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