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
$305B
$1.57 Million 0.32% of portfolio
21,854
Q1 2025 Added 8.61%
$194B
$1.56 Million 0.32% of portfolio
1,955
Q1 2025 Reduced 21.67%
$54.1B
$1.53 Million 0.32% of portfolio
82,034
Q1 2025 Reduced 0.19%
$338B
$1.54 Million 0.32% of portfolio
7,347
Q1 2025 Reduced 2.27%
$377B
$1.54 Million 0.32% of portfolio
36,838
Q1 2025 Added 8.16%
$70.2B
$1.52 Million 0.32% of portfolio
9,259
Q1 2025 Added 8.27%
$171B
$1.5 Million 0.31% of portfolio
9,767
Q1 2025 Added 2.06%
$284B
$1.42 Million 0.3% of portfolio
7,113
Q1 2025 Reduced 10.1%
$102B
$1.43 Million 0.3% of portfolio
2,126
Q1 2025 Added 7.0%
$422B
$1.44 Million 0.3% of portfolio
1,519
Q1 2025 Added 12.35%
$139B
$1.38 Million 0.29% of portfolio
2,512
Q1 2025 Reduced 6.48%
$369B
$1.35 Million 0.28% of portfolio
7,899
Q1 2025 Added 1.3%
$64.3B
$1.3 Million 0.27% of portfolio
20,450
Q1 2025 Added 0.6%
$48B
$1.28 Million 0.27% of portfolio
22,841
Q1 2025 Reduced 1.81%
$46.4B
$1.29 Million 0.27% of portfolio
5,511
Q1 2025 Reduced 7.41%
$102B
$1.28 Million 0.26% of portfolio
13,880
Q1 2025 Added 0.38%
$296B
$1.21 Million 0.25% of portfolio
1,831
Q1 2025 Added 13.16%
$46.4B
$1.23 Million 0.25% of portfolio
2,167
Q1 2025 Reduced 13.32%
$59B
$1.16 Million 0.24% of portfolio
1,828
Q1 2025 Reduced 1.3%
$136B
$1.14 Million 0.24% of portfolio
4,885
Q1 2025 Added 0.37%
$368B
$1.11 Million 0.23% of portfolio
3,030
Q1 2025 Reduced 1.17%
$118B
$1.08 Million 0.22% of portfolio
10,277
Q1 2025 Added 17.56%
$119B
$1.04 Million 0.22% of portfolio
11,614
Q1 2025 Added 7.83%
$91.9B
$1.06 Million 0.22% of portfolio
16,744
Q1 2025 Reduced 8.1%
$57.6B
$1.08 Million 0.22% of portfolio
2,228
Q1 2025 Reduced 0.45%
$62.5B
$1.07 Million 0.22% of portfolio
4,506
Q1 2025 Reduced 2.28%
$278B
$992,000 0.21% of portfolio
6,254
Q1 2025 Reduced 5.77%
$280B
$1.01 Million 0.21% of portfolio
16,378
Q1 2025 Added 31.31%
$65.1B
$1 Million 0.21% of portfolio
3,391
Q1 2025 Added 33.35%
$118B
$992,000 0.21% of portfolio
509
Q1 2025 Added 12.61%
$69.4B
$977,000 0.2% of portfolio
7,620
Q1 2025 Reduced 5.22%
$55.6B
$973,000 0.2% of portfolio
8,150
Q1 2025 Added 3.02%
$9.09B
$983,000 0.2% of portfolio
36,883
Q1 2025 Reduced 1.94%
$160B
$967,000 0.2% of portfolio
3,107
Q1 2025 Reduced 3.66%
$260B
$977,000 0.2% of portfolio
3,644
Q1 2025 Reduced 20.54%
$32.7B
$970,000 0.2% of portfolio
10,088
Q1 2025 Reduced 2.29%
$46.1B
$906,000 0.19% of portfolio
5,676
Q1 2025 Added 18.18%
$169B
$896,000 0.19% of portfolio
11,457
Q1 2025 Added 1.97%
$116B
$912,000 0.19% of portfolio
28,962
Q1 2025 Reduced 3.75%
$34.5B
$921,000 0.19% of portfolio
11,629
Q1 2025 Added 20.47%
$108B
$907,000 0.19% of portfolio
9,254
Q1 2025 Added 125.54%
$49.2B
$931,000 0.19% of portfolio
22,287
Q1 2025 Reduced 3.29%
$7.85B
$923,000 0.19% of portfolio
77,247
Q1 2025 Reduced 16.6%
$83.7B
$892,000 0.19% of portfolio
4,980
Q1 2025 Added 19.63%
$105B
$897,000 0.19% of portfolio
3,678
Q1 2025 Added 0.46%
$11.2B
$936,000 0.19% of portfolio
4,982
Q1 2025 Added 4.88%
$148B
$848,000 0.18% of portfolio
11,972
Q1 2025 Added 16.96%
$41.3B
$849,000 0.18% of portfolio
10,316
Q1 2025 Added 0.25%
$12B
$877,000 0.18% of portfolio
5,014
Q1 2025 Reduced 7.01%

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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