Personal Cfo Solutions, LLC Portfolio Holdings by Sector
Personal Cfo Solutions, LLC
- $557 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWM FNCL SPY SCHD IQLT GLD HYG SKYY 37 stocks |
$73,854
13.27% of portfolio
|
23
|
14
|
10
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB WRB PGR TRV KNSL ALL 6 stocks |
$58,166
10.45% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM QCOM MCHP TXN NXPI AMD 12 stocks |
$31,217
5.61% of portfolio
|
7
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR ADBE SNPS CRWD AKAM NET 14 stocks |
$31,064
5.58% of portfolio
|
8
|
6
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT DASH 5 stocks |
$29,140
5.23% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$27,934
5.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI CPNG EBAY BABA CVNA 7 stocks |
$19,039
3.42% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITT GE CR PH ETN XYL SXI EMR 13 stocks |
$18,505
3.32% of portfolio
|
6
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP SHOP NOW INTU UBER APP CRM PAYC 18 stocks |
$16,934
3.04% of portfolio
|
11
|
7
|
4
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK PFE ABBV AZN BMY AMGN 13 stocks |
$16,256
2.92% of portfolio
|
6
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF AGM PYPL 6 stocks |
$13,421
2.41% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX GD LHX NOC ERJ CW HXL 11 stocks |
$12,320
2.21% of portfolio
|
6
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C UBS MUFG NU BCS 11 stocks |
$11,813
2.12% of portfolio
|
9
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP SHEL TTE 5 stocks |
$8,499
1.53% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA TMUS VIV KT 6 stocks |
$8,074
1.45% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D SO NEE PEG DUK XEL AEP PPL 11 stocks |
$7,076
1.27% of portfolio
|
7
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL AIG 3 stocks |
$6,806
1.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$5,896
1.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE GM F 4 stocks |
$5,738
1.03% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD NXST 4 stocks |
$5,613
1.01% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS PIPR TIGR FUTU RJF LPLA 8 stocks |
$5,576
1.0% of portfolio
|
5
|
3
|
4
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX ZBH STE DXCM UFPT PHG 8 stocks |
$5,140
0.92% of portfolio
|
5
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT PSMT 4 stocks |
$4,436
0.8% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA UHS EHC USPH ENSG THC CHE 7 stocks |
$4,305
0.77% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN LDOS FISV VNET CNXC BR 7 stocks |
$4,302
0.77% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN INCY BCRX VRTX ASND ACAD 7 stocks |
$4,231
0.76% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN USB PNC HOMB FCNCA LKFN CFR CFG 10 stocks |
$4,070
0.73% of portfolio
|
6
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BX ARES BK TROW HLNE CNS APO 9 stocks |
$4,066
0.73% of portfolio
|
4
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP FSV 3 stocks |
$4,000
0.72% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC KLIC 4 stocks |
$3,898
0.7% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM SBUX MCD CMG WING DRI 6 stocks |
$3,895
0.7% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL DD RPM PPG CBT IFF KWR 9 stocks |
$3,641
0.65% of portfolio
|
6
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI MCO CME SPGI CBOE ICE MORN 7 stocks |
$3,473
0.62% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX TMO DHR DGX EXAS 5 stocks |
$3,358
0.6% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG MMC WTW 4 stocks |
$3,292
0.59% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW LFUS OSIS JBL OLED FN 7 stocks |
$3,196
0.57% of portfolio
|
6
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG CNQ MTDR CTRA NOG 6 stocks |
$3,117
0.56% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD ENB WMB KMI 5 stocks |
$3,076
0.55% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$2,976
0.53% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE ABNB BKNG TNL RCL CCL 6 stocks |
$2,683
0.48% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ WDC NTAP 4 stocks |
$2,675
0.48% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT JCI AAON 4 stocks |
$2,654
0.48% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,416
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$2,322
0.42% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO 2 stocks |
$2,312
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG LMAT ALC RMD BAX 6 stocks |
$2,248
0.4% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$2,188
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP CSX 3 stocks |
$2,169
0.39% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM GFI HMY WPM SBSW 5 stocks |
$2,109
0.38% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG GIS KHC UTZ CPB 5 stocks |
$2,103
0.38% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS PRGO VTRS HLN 4 stocks |
$1,989
0.36% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$1,893
0.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$1,891
0.34% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$1,827
0.33% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN IBP DHI PHM 4 stocks |
$1,795
0.32% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$1,664
0.3% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG EL 2 stocks |
$1,595
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX EME TTEK APG KBR 5 stocks |
$1,514
0.27% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY CGNX ITRI VNT ST 5 stocks |
$1,503
0.27% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX SCVL 2 stocks |
$1,489
0.27% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA LKQ 2 stocks |
$1,435
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,378
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG OMC 2 stocks |
$1,243
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB FTI LBRT 3 stocks |
$1,228
0.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC AMT IRM DLR 4 stocks |
$1,198
0.22% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT OSK 3 stocks |
$1,174
0.21% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$1,040
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$1,040
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR CTRE 3 stocks |
$1,000
0.18% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$964
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AL AER 3 stocks |
$959
0.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD TRNO PSA 3 stocks |
$896
0.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY ORLY MUSA 3 stocks |
$865
0.16% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$850
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH HLT MAR 3 stocks |
$826
0.15% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$807
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS LSTR FDX 3 stocks |
$795
0.14% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO CPK 2 stocks |
$740
0.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM CX 2 stocks |
$730
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$651
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX CRAI 2 stocks |
$626
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
NSSC MSA 2 stocks |
$607
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$588
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$566
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
LTH HAS 2 stocks |
$548
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$543
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK PKG 2 stocks |
$540
0.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA RE 2 stocks |
$529
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI VRT 2 stocks |
$522
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES AVA 2 stocks |
$521
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA ROLL 2 stocks |
$441
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$422
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$420
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$404
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$402
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WCC 1 stocks |
$382
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$346
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$335
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PATK 1 stocks |
$313
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
BVN 1 stocks |
$309
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$280
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
PRDO 1 stocks |
$275
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MTRN 1 stocks |
$275
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC 1 stocks |
$252
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$247
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$242
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$236
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
UNF 1 stocks |
$231
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
PAC 1 stocks |
$221
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$219
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$211
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI 1 stocks |
$208
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UMH 1 stocks |
$156
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|