Personal Cfo Solutions, LLC Sells in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-2.74K
- 6.07%
$149.54 - $192.66 $409K - $527K
42.3K $7.07M
GOOGL
Alphabet Inc.

Communication Services
-878
- 1.46%
$148.65 - $191.18 $131K - $168K
59.1K $9.81M
MSFT
Microsoft Corp

Technology
-993
- 3.16%
$395.15 - $467.56 $392K - $464K
30.4K $13.1M
CRM
Salesforce, Inc.

Technology
-3.69K
- 46.2%
$238.42 - $276.53 $879K - $1.02M
4.29K $1.18M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-26.4K
- 72.73%
$29.08 - $31.84 $767K - $840K
9.89K $312K
XLE
Energy Sector Spdr

ETFs
-7.95K
- 35.1%
$84.35 - $93.39 $670K - $742K
14.7K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.04K
- 1.44%
$161.02 - $200.0 $167K - $208K
71.2K $13.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.82K
- 44.49%
$332.02 - $382.76 $603K - $695K
2.27K $850K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.53K
- 43.05%
$173.36 - $189.8 $611K - $669K
4.66K $885K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.43K
- 9.69%
$152.9 - $180.39 $524K - $618K
31.9K $5.57M
GLW
Corning Inc

Technology
-11.8K
- 68.7%
$37.76 - $46.2 $447K - $547K
5.4K $243K
INTU
Intuit Inc

Technology
-363
- 16.12%
$602.97 - $670.49 $219K - $243K
1.89K $1.17M
ADSK
Autodesk, Inc.

Technology
-1.18K
- 50.51%
$245.83 - $245.83 $291K - $291K
1.16K $284K
ABNB
Airbnb, Inc.

Consumer Cyclical
-469
- 5.39%
$113.01 - $154.34 $53K - $72.4K
8.23K $1.04M
BK
Bank Of New York Mellon Corp

Financial Services
-4.88K
- 51.24%
$59.54 - $72.17 $291K - $352K
4.65K $333K
QCOM
Qualcomm Inc

Technology
-147
- 2.08%
$156.12 - $209.64 $22.9K - $30.8K
6.92K $1.18M
CVX
Chevron Corp

Energy
-450
- 2.58%
$137.88 - $161.97 $62K - $72.9K
17K $2.5M
MCK
Mckesson Corp

Healthcare
-9
- 0.43%
$479.06 - $630.38 $4.31K - $5.67K
2.1K $1.04M
SCHW
Schwab Charles Corp

Financial Services
-791
- 6.65%
$61.74 - $76.08 $48.8K - $60.2K
11.1K $719K
EFG
Msci Eafe Growth ETF

ETFs
-1.75K
- 28.71%
$96.84 - $108.77 $169K - $190K
4.33K $466K
PFE
Pfizer Inc

Healthcare
-7.76K
- 8.04%
$27.7 - $31.39 $215K - $244K
88.8K $2.57M
ABC
Amerisourcebergen Corp

Healthcare
-660
- 23.68%
N/A
2.13K $393K
IWM
Ishares Russell 2000 ETF

ETFs
-862
- 20.36%
$200.87 - $224.6 $173K - $194K
3.37K $744K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-2.04K
- 14.94%
$109.24 - $121.48 $223K - $248K
11.6K $1.39M
SYY
Sysco Corp

Consumer Defensive
-1.8K
- 38.33%
$69.16 - $78.98 $124K - $142K
2.89K $225K
ENTG
Entegris Inc

Technology
-365
- 12.53%
$98.09 - $146.48 $35.8K - $53.5K
2.55K $286K
WCN
Waste Connections, Inc.

Industrials
-657
- 11.69%
$173.92 - $186.5 $114K - $123K
4.96K $886K
AVUV
American Centy ETF Tr Avantis

ETFs
-2.09K
- 12.7%
$88.24 - $99.7 $184K - $208K
14.4K $1.38M
NXPI
Nxp Semiconductors N.V.

Technology
-39
- 1.34%
$225.14 - $290.78 $8.78K - $11.3K
2.87K $688K
CTRA
Coterra Energy Inc.

Energy
-449
- 1.46%
$22.62 - $27.37 $10.2K - $12.3K
30.2K $724K
JCI
Johnson Controls International PLC

Industrials
-1.91K
- 37.97%
$65.52 - $77.61 $125K - $148K
3.12K $241K
MPC
Marathon Petroleum Corp

Energy
-87
- 1.24%
$158.61 - $180.75 $13.8K - $15.7K
6.9K $1.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.8K
- 6.79%
$75.32 - $84.37 $1.19M - $1.33M
217K $18.1M
NVS
Novartis Ag

Healthcare
-1.2K
- 19.35%
$106.13 - $120.89 $127K - $145K
5K $575K
CIVI
Civitas Resources, Inc.

Energy
-26
- 0.58%
$49.47 - $72.73 $1.29K - $1.89K
4.44K $224K
ADP
Automatic Data Processing Inc

Industrials
-540
- 28.97%
$233.44 - $279.45 $126K - $151K
1.32K $366K
CME
Cme Group Inc.

Financial Services
-584
- 26.64%
$193.43 - $220.62 $113K - $129K
1.61K $354K
OLED
Universal Display Corp Pa

Technology
-322
- 16.95%
$157.72 - $236.42 $50.8K - $76.1K
1.58K $331K
LLY
Eli Lilly & CO

Healthcare
-15
- 0.54%
$772.14 - $960.02 $11.6K - $14.4K
2.74K $2.43M
WFC
Wells Fargo & Company

Financial Services
-263
- 1.53%
$51.58 - $60.97 $13.6K - $16K
17K $957K
MLM
Martin Marietta Materials Inc

Basic Materials
-111
- 12.16%
$502.48 - $593.35 $55.8K - $65.9K
802 $431K
SHEL
Shell PLC

Energy
-276
- 4.57%
$65.65 - $73.28 $18.1K - $20.2K
5.76K $380K
CASY
Caseys General Stores Inc

Consumer Cyclical
-117
- 11.08%
$354.52 - $391.16 $41.5K - $45.8K
939 $352K
EMR
Emerson Electric CO

Industrials
-389
- 5.83%
$98.19 - $118.87 $38.2K - $46.2K
6.28K $686K
ST
Sensata Technologies Holding PLC

Technology
-989
- 12.64%
$34.15 - $42.3 $33.8K - $41.8K
6.84K $245K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2K
- 14.85%
$46.17 - $51.13 $92.3K - $102K
11.5K $586K
MMM
3 M CO

Industrials
-1.59K
- 31.38%
$99.69 - $139.42 $159K - $222K
3.48K $476K
MELI
Mercadolibre Inc

Consumer Cyclical
-135
- 23.28%
$1591.44 - $2140.1 $215K - $289K
445 $912K
WDC
Western Digital Corp

Technology
-138
- 3.38%
$56.25 - $80.24 $7.76K - $11.1K
3.95K $269K
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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