Personal Cfo Solutions, LLC Portfolio Holdings

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

Personal Cfo Solutions, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $482 Million distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $58.5M, Apple Inc. with a value of $24.3M, Amazon Com Inc with a value of $12.3M, Microsoft Corp with a value of $12M, and Proshares Ultra Russell 2000 with a value of $11.3M.

Examining the 13F form we can see an decrease of $15.2M in the current position value, from $497M to 482M.

Below you can find more details about Personal Cfo Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
Financial Services: $113 Million
Technology: $86.9 Million
ETFs: $66.2 Million
Healthcare: $48.2 Million
Consumer Cyclical: $36.7 Million
Industrials: $35.5 Million
Communication Services: $35.2 Million
Consumer Defensive: $19.1 Million
Other: $41.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$58.5 Million 12.13% of portfolio
193,555
Q1 2025 Reduced 0.1%
$3.38T
$24.3 Million 5.04% of portfolio
109,242
Q1 2025 Reduced 0.34%
$2.28T
$12.3 Million 2.56% of portfolio
64,884
Q1 2025 Reduced 3.68%
$3.81T
$12 Million 2.48% of portfolio
31,837
Q1 2025 Added 3.11%
$1.07T
$8.84 Million 1.83% of portfolio
57,151
Q1 2025 Added 1.66%
$13.2B
$7.66 Million 1.59% of portfolio
59,310
Q1 2025 Reduced 0.29%
$431B
$6.67 Million 1.38% of portfolio
61,547
Q1 2025 Added 12.85%
$1.12T
$6.24 Million 1.3% of portfolio
39,951
Q1 2025 Reduced 4.4%
$631B
$5.43 Million 1.13% of portfolio
10,193
Q1 2025 Added 2.28%
$572B
$4.95 Million 1.03% of portfolio
14,128
Q1 2025 Added 3.19%
$207B
$4.83 Million 1.0% of portfolio
53,822
Q1 2025 Reduced 0.75%
$530B
$4.16 Million 0.86% of portfolio
7,593
Q1 2025 Added 0.56%
$724B
$3.45 Million 0.72% of portfolio
4,177
Q1 2025 Added 26.5%
$465B
$3.48 Million 0.72% of portfolio
29,261
Q1 2025 Added 5.53%
$172B
$3.3 Million 0.69% of portfolio
72,813
Q1 2025 Reduced 3.15%
$1.01T
$3.21 Million 0.67% of portfolio
12,386
Q1 2025 Added 18.54%
$296B
$3.01 Million 0.63% of portfolio
18,014
Q1 2025 Added 2.9%
$236B
$2.98 Million 0.62% of portfolio
11,060
Q1 2025 Reduced 2.6%
$104B
$2.93 Million 0.61% of portfolio
48,821
Q1 2025 Added 1.27%
$567B
$2.82 Million 0.59% of portfolio
3,027
Q1 2025 Reduced 17.81%
$671B
$2.8 Million 0.58% of portfolio
20,006
Q1 2025 Added 15.31%
$138B
$2.76 Million 0.57% of portfolio
16,158
Q1 2025 Added 12.9%
$82.4B
$2.69 Million 0.56% of portfolio
9,877
Q1 2025 Added 0.13%
$1.27T
$2.62 Million 0.54% of portfolio
15,810
Q1 2025 Reduced 0.17%
$44.6B
$2.29 Million 0.48% of portfolio
17,546
Q1 2025 Reduced 8.11%
$269B
$2.3 Million 0.48% of portfolio
4,383
Q1 2025 Added 5.39%
$192B
$2.31 Million 0.48% of portfolio
81,510
Q1 2025 Reduced 0.22%
$211B
$2.33 Million 0.48% of portfolio
17,560
Q1 2025 Added 0.48%
$73.4B
$2.31 Million 0.48% of portfolio
5,784
Q1 2025 Added 76.66%
$850B
$2.29 Million 0.47% of portfolio
9,320
Q1 2025 Reduced 1.51%
$361B
$2.24 Million 0.47% of portfolio
8,357
Q1 2025 Reduced 10.34%
$170B
$2.21 Million 0.46% of portfolio
5,763
Q1 2025 Reduced 0.57%
$223B
$2.22 Million 0.46% of portfolio
16,724
Q1 2025 Added 1.51%
$138B
$2.16 Million 0.45% of portfolio
85,164
Q1 2025 Added 0.07%
$426B
$2.19 Million 0.45% of portfolio
13,214
Q1 2025 Added 4.15%
$102B
$2.02 Million 0.42% of portfolio
33,139
Q1 2025 Reduced 12.73%
$213B
$1.91 Million 0.4% of portfolio
3,118
Q1 2025 Added 5.77%
$153B
$1.86 Million 0.39% of portfolio
50,321
Q1 2025 Reduced 5.04%
$93.9B
$1.83 Million 0.38% of portfolio
14,047
Q1 2025 Reduced 10.0%
$147B
$1.79 Million 0.37% of portfolio
25,720
Q1 2025 Reduced 5.2%
$151B
$1.69 Million 0.35% of portfolio
17,653
Q1 2025 Reduced 8.72%
$18.1B
$1.71 Million 0.35% of portfolio
23,972
Q1 2025 Added 0.11%
$167B
$1.68 Million 0.35% of portfolio
3,375
Q1 2025 Added 1.53%
$241B
$1.7 Million 0.35% of portfolio
3,118
Q1 2025 Added 4.81%
$178B
$1.65 Million 0.34% of portfolio
5,301
Q1 2025 Reduced 11.81%
$116B
$1.65 Million 0.34% of portfolio
9,861
Q1 2025 Reduced 7.56%
$258B
$1.65 Million 0.34% of portfolio
18,745
Q1 2025 Added 11.35%
$215B
$1.62 Million 0.34% of portfolio
22,002
Q1 2025 Added 3.31%
$253B
$1.62 Million 0.34% of portfolio
6,504
Q1 2025 Added 18.92%

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $482 Million
  • Prior Value $497 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
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