Personal Cfo Solutions, LLC Portfolio Holdings

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

Personal Cfo Solutions, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $704 Million distributed in 561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $55.9M, Apple Inc. with a value of $24.7M, Innovator U.S. Equity Power Bu with a value of $20.2M, Ishares Tr Msci Eafe ETF with a value of $18.1M, and Amazon Com Inc with a value of $13.3M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $636M to 704M.

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

Portfolio value $704 Million
ETFs: $248 Million
Financial Services: $116 Million
Technology: $91.2 Million
Healthcare: $55.1 Million
Consumer Cyclical: $42.4 Million
Industrials: $38.9 Million
Communication Services: $34.7 Million
Energy: $17.4 Million
Other: $43.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$55.9 Million 7.94% of portfolio
193,795
Q3 2024 Added 0.52%
$3.78T
$24.7 Million 3.51% of portfolio
106,029
Q3 2024 Added 9.86%
$2.12T
$13.3 Million 1.89% of portfolio
71,228
Q3 2024 Reduced 1.44%
$3.19T
$13.1 Million 1.86% of portfolio
30,439
Q3 2024 Reduced 3.16%
$1.01T
$9.81 Million 1.39% of portfolio
59,122
Q3 2024 Reduced 1.46%
$13.1B
$8.9 Million 1.27% of portfolio
59,543
Q3 2024 Reduced 0.03%
$13.5B
$8.71 Million 1.24% of portfolio
178,049
Q4 2023 Reduced 1.3%
$1.04T
$7.07 Million 1.01% of portfolio
42,303
Q3 2024 Reduced 6.07%
$341B
$6.54 Million 0.93% of portfolio
53,826
Q3 2024 Added 0.09%
$257B
$6.49 Million 0.92% of portfolio
57,181
Q3 2024 Added 11.45%
$1.07T
$4.52 Million 0.64% of portfolio
17,260
Q3 2024 Added 2.41%
$623B
$4.49 Million 0.64% of portfolio
9,763
Q3 2024 Added 3.86%
$229B
$4.06 Million 0.58% of portfolio
11,491
Q3 2024 Added 0.43%
$504B
$3.8 Million 0.54% of portfolio
7,703
Q3 2024 Added 1.58%
$510B
$3.81 Million 0.54% of portfolio
13,849
Q3 2024 Reduced 1.01%
$240B
$3.68 Million 0.52% of portfolio
30,901
Q3 2024 Added 0.37%
$186B
$3.33 Million 0.47% of portfolio
74,242
Q3 2024 Added 12.85%
$244B
$3.02 Million 0.43% of portfolio
5,842
Q3 2024 Added 19.62%
$216B
$3.01 Million 0.43% of portfolio
3,365
Q3 2024 Reduced 2.04%
$228B
$2.94 Million 0.42% of portfolio
10,836
Q3 2024 Reduced 12.25%
$77.4B
$2.99 Million 0.42% of portfolio
9,882
Q3 2024 Added 0.07%
$1.29T
$2.79 Million 0.4% of portfolio
4,882
Q3 2024 Added 2.95%
$568B
$2.77 Million 0.39% of portfolio
4,733
Q3 2024 Added 0.47%
$388B
$2.74 Million 0.39% of portfolio
3,870
Q3 2024 Reduced 1.6%
$953B
$2.66 Million 0.38% of portfolio
15,341
Q3 2024 Added 30.94%
$145B
$2.57 Million 0.37% of portfolio
88,830
Q3 2024 Reduced 8.04%
$103B
$2.55 Million 0.36% of portfolio
49,966
Q3 2024 Added 6.21%
$318B
$2.5 Million 0.36% of portfolio
16,986
Q3 2024 Reduced 2.58%
$750B
$2.43 Million 0.34% of portfolio
2,740
Q3 2024 Reduced 0.54%
$513B
$2.33 Million 0.33% of portfolio
13,680
Q3 2024 Added 140.42%
$320B
$2.23 Million 0.32% of portfolio
11,315
Q3 2024 Reduced 0.54%
$188B
$2.24 Million 0.32% of portfolio
53,513
Q3 2024 Reduced 1.85%
$404B
$2.2 Million 0.31% of portfolio
13,584
Q3 2024 Added 0.56%
$45.1B
$2.17 Million 0.31% of portfolio
17,438
Q3 2024 Added 0.33%
$201B
$2.14 Million 0.3% of portfolio
3,453
Q3 2024 Reduced 2.81%
$165B
$2.1 Million 0.3% of portfolio
95,302
Q3 2024 Added 13.94%
$207B
$2.01 Million 0.29% of portfolio
17,621
Q3 2024 Added 7.54%
$177B
$2.01 Million 0.29% of portfolio
16,610
Q3 2024 Reduced 3.55%
$733B
$2.04 Million 0.29% of portfolio
9,684
Q3 2024 Added 3.79%
$66.7B
$1.91 Million 0.27% of portfolio
11,045
Q3 2024 Added 997.91%
$78.9B
$1.77 Million 0.25% of portfolio
3,765
Q3 2024 Added 0.21%
$77.5B
$1.68 Million 0.24% of portfolio
26,711
Q3 2024 Added 14.71%
$17.3B
$1.59 Million 0.23% of portfolio
5,547
Q3 2024 Added 0.27%
$44.2B
$1.62 Million 0.23% of portfolio
8,651
Q3 2024 Added 0.85%
$64.3B
$1.63 Million 0.23% of portfolio
20,238
Q3 2024 Added 0.45%
$206B
$1.64 Million 0.23% of portfolio
21,088
Q3 2024 Added 0.2%
$133B
$1.57 Million 0.22% of portfolio
19,604
Q3 2024 Added 37.97%
$37.1B
$1.52 Million 0.22% of portfolio
13,601
Q3 2024 Reduced 2.82%
$54.3B
$1.46 Million 0.21% of portfolio
5,975
Q3 2024 Added 21.15%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $704 Million
  • Prior Value $636 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 69 stocks
  • Additional Purchases 264 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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