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
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 0.26%
$208.94 - $264.22 $1.04K - $1.32K
1.91K $401K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-317
- 5.52%
$55.45 - $61.08 $17.6K - $19.4K
5.43K $300K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-617
- 2.69%
$8.14 - $12.23 $5.02K - $7.55K
22.3K $183K
UFPI
Ufp Industries Inc

Basic Materials
-49
- 2.04%
$112.19 - $139.02 $5.5K - $6.81K
2.36K $265K
ING
Ing Groep Nv

Financial Services
-310
- 1.76%
$15.1 - $17.73 $4.68K - $5.5K
17.3K $270K
BP
Bp PLC

Energy
-591
- 3.82%
$28.16 - $33.14 $16.6K - $19.6K
14.9K $439K
TSN
Tyson Foods, Inc.

Consumer Defensive
-533
- 7.4%
$57.14 - $64.54 $30.5K - $34.4K
6.67K $383K
CNQ
Canadian Natural Resources LTD

Energy
-192
- 1.17%
$29.51 - $37.6 $5.67K - $7.22K
16.3K $502K
PH
Parker Hannifin Corp

Industrials
-82
- 5.39%
$621.74 - $709.46 $51K - $58.2K
1.44K $915K
EXPI
Exp World Holdings, Inc.

Real Estate
-442
- 2.82%
$11.51 - $14.77 $5.09K - $6.53K
15.2K $175K
CNS
Cohen & Steers, Inc.

Financial Services
-288
- 6.35%
$90.53 - $106.6 $26.1K - $30.7K
4.25K $392K
LFUS
Littelfuse Inc

Technology
-29
- 2.53%
$233.99 - $262.18 $6.79K - $7.6K
1.12K $263K
POWI
Power Integrations Inc

Technology
-473
- 9.31%
$60.04 - $68.05 $28.4K - $32.2K
4.61K $284K
KMB
Kimberly Clark Corp

Consumer Defensive
-52
- 1.82%
$130.37 - $146.09 $6.78K - $7.6K
2.8K $367K
RE
Everest Re Group LTD

Financial Services
-105
- 10.75%
N/A
872 $323K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-19
- 26.03%
$4100.99 - $5300.34 $77.9K - $101K
54 $268K
BDX
Becton Dickinson & CO

Healthcare
-39
- 1.88%
$220.02 - $243.75 $8.58K - $9.51K
2.03K $461K
HXL
Hexcel Corp

Industrials
-681
- 10.55%
$58.56 - $65.31 $39.9K - $44.5K
5.78K $362K
LSTR
Landstar System Inc

Industrials
-40
- 2.41%
$171.86 - $192.81 $6.87K - $7.71K
1.62K $277K
MTRN
Materion Corp

Basic Materials
-34
- 1.44%
$97.0 - $120.21 $3.3K - $4.09K
2.33K $230K
ABT
Abbott Laboratories

Healthcare
-145
- 0.82%
$111.93 - $119.39 $16.2K - $17.3K
17.5K $1.98M
MET
Metlife Inc

Financial Services
-348
- 8.28%
$78.15 - $88.25 $27.2K - $30.7K
3.86K $315K
MO
Altria Group, Inc.

Consumer Defensive
-1.76K
- 3.51%
$49.06 - $57.74 $86.1K - $101K
48.2K $2.52M
HLN
Haleon PLC

Healthcare
-823
- 3.81%
$9.23 - $10.71 $7.6K - $8.81K
20.8K $198K
WU
Western Union CO

Financial Services
-117
- 0.56%
$10.52 - $11.94 $1.23K - $1.4K
20.9K $221K
UMH
Umh Properties, Inc.

Real Estate
-748
- 4.29%
$18.21 - $19.85 $13.6K - $14.8K
16.7K $315K
SBUX
Starbucks Corp

Consumer Cyclical
-17
- 0.41%
$87.44 - $102.5 $1.49K - $1.74K
4.1K $373K
UBS
Ubs Group Ag

Financial Services
-309
- 1.08%
$29.78 - $33.08 $9.2K - $10.2K
28.3K $857K
RGA
Reinsurance Group Of America Inc

Financial Services
-90
- 5.6%
$201.26 - $231.95 $18.1K - $20.9K
1.52K $324K
BR
Broadridge Financial Solutions, Inc.

Technology
-162
- 14.69%
$209.64 - $236.44 $34K - $38.3K
941 $212K
EMB
Ishares Tr

ETFs
-70
- 1.94%
$88.94 - $93.46 $6.23K - $6.54K
3.54K $314K
CTVA
Corteva, Inc.

Basic Materials
-19
- 0.17%
$55.21 - $64.13 $1.05K - $1.22K
11.4K $649K
PRGO
Perrigo CO PLC

Healthcare
-589
- 4.64%
$24.18 - $28.91 $14.2K - $17K
12.1K $311K
FSV
First Service Corp

Real Estate
-103
- 5.83%
$176.17 - $197.05 $18.1K - $20.3K
1.67K $301K
SXI
Standex International Corp

Industrials
-172
- 6.34%
$172.48 - $211.52 $29.7K - $36.4K
2.54K $474K
TAP
Molson Coors Beverage CO

Consumer Defensive
-335
- 6.82%
$53.97 - $63.88 $18.1K - $21.4K
4.58K $262K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-154
- 2.74%
$40.76 - $47.74 $6.28K - $7.35K
5.47K $228K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-12
- 0.42%
$106.56 - $113.11 $1.28K - $1.36K
2.88K $307K
MLM
Martin Marietta Materials Inc

Basic Materials
-2
- 0.25%
$516.5 - $619.58 $1.03K - $1.24K
800 $413K
WM
Waste Management Inc

Industrials
-39
- 2.22%
$201.79 - $228.46 $7.87K - $8.91K
1.72K $346K
VTRS
Viatris Inc

Healthcare
-2.32K
- 16.27%
$11.32 - $13.37 $26.3K - $31K
11.9K $148K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-442
- 15.36%
$97.09 - $120.01 $42.9K - $53K
2.44K $263K
VEEV
Veeva Systems Inc

Healthcare
-59
- 4.96%
$201.81 - $250.45 $11.9K - $14.8K
1.13K $237K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-24
- 2.88%
$424.05 - $524.22 $10.2K - $12.6K
808 $375K
MFC
Manulife Financial Corp

Financial Services
-781
- 7.3%
$29.21 - $32.87 $22.8K - $25.7K
9.92K $304K
CPK
Chesapeake Utilities Corp

Utilities
-38
- 1.71%
$116.24 - $133.18 $4.42K - $5.06K
2.18K $264K
LMAT
Lemaitre Vascular Inc

Healthcare
-92
- 2.03%
$85.64 - $107.97 $7.88K - $9.93K
4.44K $409K
USB
Us Bancorp \De\

Financial Services
-907
- 5.62%
$43.98 - $53.66 $39.9K - $48.7K
15.2K $728K
BWXT
Bwx Technologies, Inc.

Industrials
-152
- 4.76%
$111.39 - $133.28 $16.9K - $20.3K
3.04K $339K
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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