Personal Cfo Solutions, LLC Reduced Holdings in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBN
Icici Bank LTD

Financial Services
-4.99K
- 14.23%
$28.69 - $31.9 $143K - $159K
30.1K $898K
AEP
American Electric Power CO Inc

Utilities
-1.1K
- 25.23%
$90.91 - $102.21 $100K - $113K
3.27K $301K
PEG
Public Service Enterprise Group Inc

Utilities
-1.1K
- 9.66%
$81.87 - $94.51 $90.1K - $104K
10.3K $869K
MDT
Medtronic PLC

Healthcare
-424
- 3.79%
$79.61 - $92.24 $33.8K - $39.1K
10.8K $860K
WFC
Wells Fargo & Company

Financial Services
-5.29K
- 31.19%
$54.98 - $77.35 $291K - $409K
11.7K $819K
KMX
Carmax Inc

Consumer Cyclical
-2.01K
- 32.35%
$71.11 - $87.2 $143K - $175K
4.21K $343K
HLNE
Hamilton Lane Inc

Financial Services
-380
- 10.33%
$147.78 - $201.62 $56.2K - $76.6K
3.3K $488K
DD
Du Pont De Nemours, Inc.

Basic Materials
-474
- 6.51%
$75.95 - $88.05 $36K - $41.7K
6.81K $519K
CEG
Constellation Energy Corp

Utilities
-174
- 7.08%
$224.28 - $285.52 $39K - $49.7K
2.28K $513K
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.29K
- 12.74%
$81.39 - $94.14 $105K - $122K
8.86K $755K
CBOE
Cboe Global Markets, Inc.

Financial Services
-492
- 26.2%
$191.61 - $217.84 $94.3K - $107K
1.39K $270K
MMM
3 M CO

Industrials
-637
- 18.28%
$124.74 - $137.12 $79.5K - $87.3K
2.85K $367K
VOYA
Voya Financial, Inc.

Financial Services
-293
- 3.52%
$65.93 - $83.9 $19.3K - $24.6K
8.03K $552K
OLED
Universal Display Corp Pa

Technology
-34
- 2.15%
$146.2 - $213.81 $4.97K - $7.27K
1.54K $225K
RTX
Raytheon Technologies Corp

Industrials
-134
- 0.81%
$114.45 - $127.21 $15.3K - $17K
16.5K $1.91M
TTEK
Tetra Tech Inc

Industrials
-1.07K
- 12.86%
$39.8 - $50.52 $42.5K - $53.9K
7.23K $287K
BC
Brunswick Corp

Consumer Cyclical
-376
- 9.32%
$64.5 - $85.95 $24.3K - $32.3K
3.66K $236K
AMP
Ameriprise Financial Inc

Financial Services
-510
- 18.56%
$473.15 - $574.01 $241K - $293K
2.24K $1.19M
WCN
Waste Connections, Inc.

Industrials
-377
- 7.6%
$171.06 - $193.25 $64.5K - $72.9K
4.58K $786K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-396
- 5.0%
$32.69 - $41.93 $12.9K - $16.6K
7.53K $248K
HD
Home Depot, Inc.

Consumer Cyclical
-118
- 3.71%
$385.02 - $431.37 $45.4K - $50.9K
3.07K $1.19M
NVS
Novartis Ag

Healthcare
-92
- 1.84%
$96.78 - $117.18 $8.9K - $10.8K
4.91K $477K
D
Dominion Energy, Inc

Utilities
-42
- 0.18%
$52.63 - $60.92 $2.21K - $2.56K
23.3K $1.25M
KLAC
Kla Corp

Technology
-52
- 12.5%
$614.46 - $829.55 $32K - $43.1K
364 $229K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-232
- 5.96%
$209.89 - $233.24 $48.7K - $54.1K
3.66K $777K
CPNG
Coupang, Inc.

Consumer Cyclical
-145
- 0.43%
$21.98 - $26.89 $3.19K - $3.9K
33.2K $730K
ENSG
Ensign Group, Inc

Healthcare
-319
- 8.01%
$132.78 - $156.91 $42.4K - $50.1K
3.66K $486K
WELL
Welltower Inc.

Real Estate
-614
- 16.16%
$123.11 - $139.3 $75.6K - $85.5K
3.19K $401K
PG
Procter & Gamble CO

Consumer Defensive
-243
- 3.02%
$161.05 - $179.7 $39.1K - $43.7K
7.8K $1.31M
CPB
Campbell Soup CO

Consumer Defensive
-619
- 7.48%
$41.42 - $48.71 $25.6K - $30.2K
7.66K $320K
ALC
Alcon Inc

Healthcare
-70
- 1.42%
$83.87 - $99.15 $5.87K - $6.94K
4.86K $412K
ED
Consolidated Edison Inc

Utilities
-348
- 10.98%
$88.87 - $107.38 $30.9K - $37.4K
2.82K $251K
MCO
Moodys Corp

Financial Services
-158
- 8.78%
$454.04 - $500.88 $71.7K - $79.1K
1.64K $776K
CME
Cme Group Inc.

Financial Services
-395
- 24.56%
$221.17 - $246.02 $87.4K - $97.2K
1.21K $281K
SHEL
Shell PLC

Energy
-851
- 14.77%
$60.63 - $70.23 $51.6K - $59.8K
4.91K $307K
NSC
Norfolk Southern Corp

Industrials
-37
- 0.8%
$230.6 - $277.0 $8.53K - $10.2K
4.61K $1.08M
BIIB
Biogen Inc.

Healthcare
-37
- 2.34%
$146.47 - $191.55 $5.42K - $7.09K
1.55K $236K
DELL
Dell Technologies Inc.

Technology
-533
- 18.81%
$111.96 - $144.21 $59.7K - $76.9K
2.3K $265K
NI
Nisource Inc.

Utilities
-2.26K
- 27.62%
$33.74 - $38.25 $76.1K - $86.3K
5.91K $217K
NXST
Nexstar Media Group, Inc.

Communication Services
-273
- 11.45%
$157.01 - $188.5 $42.9K - $51.5K
2.11K $333K
UTZ
Utz Brands, Inc.

Consumer Defensive
-978
- 4.78%
$15.46 - $18.02 $15.1K - $17.6K
19.5K $304K
UPS
United Parcel Service Inc

Industrials
-199
- 6.32%
$122.65 - $138.35 $24.4K - $27.5K
2.95K $371K
CGNX
Cognex Corp

Technology
-465
- 5.47%
$35.61 - $43.05 $16.6K - $20K
8.03K $287K
ENTG
Entegris Inc

Technology
-223
- 8.75%
$97.67 - $112.92 $21.8K - $25.2K
2.33K $230K
UNP
Union Pacific Corp

Industrials
-73
- 3.4%
$223.15 - $249.32 $16.3K - $18.2K
2.08K $473K
PARA
Paramount Global

Communication Services
-3.65K
- 3.79%
$10.27 - $11.57 $37.4K - $42.2K
92.6K $967K
KWR
Quaker Chemical Corp

Basic Materials
-60
- 3.62%
$137.52 - $180.36 $8.25K - $10.8K
1.6K $224K
APD
Air Products & Chemicals, Inc.

Basic Materials
-114
- 4.29%
$285.5 - $335.62 $32.5K - $38.3K
2.54K $737K
NSSC
Napco Security Technologies, Inc

Industrials
-407
- 5.07%
$34.51 - $42.2 $14K - $17.2K
7.62K $270K
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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