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 Market Cap. of $300 Millions to $2 Billions
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