Personal Cfo Solutions, LLC Portfolio Holdings
Personal Cfo Solutions, LLC
- $497 Million
- Q4 2024
Personal Cfo Solutions, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $497 Million distributed in 457 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $53.5M, Apple Inc. with a value of $27.5M, Proshares Ultra Russell 2000 with a value of $15.3M, Amazon Com Inc with a value of $14.8M, and Microsoft Corp with a value of $13M.
Examining the 13F form we can see an decrease of $207M in the current position value, from $704M to 497M.
Below you can find more details about Personal Cfo Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$497 Million
Financial Services: $106 Million
Technology: $96.5 Million
ETFs: $74.2 Million
Healthcare: $45.7 Million
Consumer Cyclical: $42.2 Million
Communication Services: $37.7 Million
Industrials: $36.9 Million
Consumer Defensive: $18 Million
Other: $40.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 457
- Current Value $497 Million
- Prior Value $704 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 67 stocks
- Additional Purchases 175 stocks
- Sold out of 0 stocks
- Reduced holdings in 211 stocks