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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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