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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$1.69 Million 0.35% of portfolio
17,653
Q1 2025 Reduced 8.72%
$19.1B
$1.71 Million 0.35% of portfolio
23,972
Q1 2025 Added 0.11%
$162B
$1.68 Million 0.35% of portfolio
3,375
Q1 2025 Added 1.53%
$0
$1.66 Million 0.35% of portfolio
17,457
Q1 2025 Added 4.68%
$210B
$1.7 Million 0.35% of portfolio
3,118
Q1 2025 Added 4.81%
$202B
$1.65 Million 0.34% of portfolio
5,301
Q1 2025 Reduced 11.81%
$99.1B
$1.65 Million 0.34% of portfolio
9,861
Q1 2025 Reduced 7.56%
$264B
$1.65 Million 0.34% of portfolio
18,745
Q1 2025 Added 11.35%
$229B
$1.62 Million 0.34% of portfolio
22,002
Q1 2025 Added 3.31%
$248B
$1.62 Million 0.34% of portfolio
6,504
Q1 2025 Added 18.92%
$0
$1.63 Million 0.34% of portfolio
18,343
Q1 2025 Added 10.45%
$313B
$1.57 Million 0.32% of portfolio
21,854
Q1 2025 Added 8.61%
$204B
$1.56 Million 0.32% of portfolio
1,955
Q1 2025 Reduced 21.67%
$55.5B
$1.53 Million 0.32% of portfolio
82,034
Q1 2025 Reduced 0.19%
$335B
$1.54 Million 0.32% of portfolio
7,347
Q1 2025 Reduced 2.27%
$362B
$1.54 Million 0.32% of portfolio
36,838
Q1 2025 Added 8.16%
$179B
$1.5 Million 0.31% of portfolio
9,767
Q1 2025 Added 2.06%
$264B
$1.42 Million 0.3% of portfolio
7,113
Q1 2025 Reduced 10.1%
$101B
$1.43 Million 0.3% of portfolio
2,126
Q1 2025 Added 7.0%
$446B
$1.44 Million 0.3% of portfolio
1,519
Q1 2025 Added 12.35%
$134B
$1.38 Million 0.29% of portfolio
2,512
Q1 2025 Reduced 6.48%
$386B
$1.35 Million 0.28% of portfolio
7,899
Q1 2025 Added 1.3%
$60B
$1.3 Million 0.27% of portfolio
20,450
Q1 2025 Added 0.6%
$0
$1.28 Million 0.27% of portfolio
3,554
Q1 2025 New
$46.3B
$1.28 Million 0.27% of portfolio
22,841
Q1 2025 Reduced 1.81%
$50.8B
$1.29 Million 0.27% of portfolio
5,511
Q1 2025 Reduced 7.41%
$97.2B
$1.28 Million 0.26% of portfolio
13,880
Q1 2025 Added 0.38%
$88.9B
$1.21 Million 0.25% of portfolio
2,831
Q1 2025 Reduced 2.04%
$312B
$1.21 Million 0.25% of portfolio
1,831
Q1 2025 Added 13.16%
$44.6B
$1.23 Million 0.25% of portfolio
2,167
Q1 2025 Reduced 13.32%
$56.1B
$1.16 Million 0.24% of portfolio
1,828
Q1 2025 Reduced 1.3%
$140B
$1.14 Million 0.24% of portfolio
4,885
Q1 2025 Added 0.37%
$0
$1.14 Million 0.24% of portfolio
7,781
Q1 2025 New
$0
$1.14 Million 0.24% of portfolio
14,489
Q1 2025 Reduced 1.76%
$377B
$1.11 Million 0.23% of portfolio
3,030
Q1 2025 Reduced 1.17%
$0
$1.09 Million 0.23% of portfolio
14,312
Q1 2025 Reduced 1.5%
$116B
$1.08 Million 0.22% of portfolio
10,277
Q1 2025 Added 17.56%
$117B
$1.04 Million 0.22% of portfolio
11,614
Q1 2025 Added 7.83%
$80.5B
$1.06 Million 0.22% of portfolio
16,744
Q1 2025 Reduced 8.1%
$55.1B
$1.08 Million 0.22% of portfolio
2,228
Q1 2025 Reduced 0.45%
$58.6B
$1.07 Million 0.22% of portfolio
4,506
Q1 2025 Reduced 2.28%
$0
$1.07 Million 0.22% of portfolio
21,392
Q1 2025 Reduced 12.77%
$278B
$992,000 0.21% of portfolio
6,254
Q1 2025 Reduced 5.77%
$268B
$1.01 Million 0.21% of portfolio
16,378
Q1 2025 Added 31.31%
$62.5B
$1 Million 0.21% of portfolio
3,391
Q1 2025 Added 33.35%
$121B
$992,000 0.21% of portfolio
509
Q1 2025 Added 12.61%
$69.1B
$977,000 0.2% of portfolio
7,620
Q1 2025 Reduced 5.22%
$55.3B
$973,000 0.2% of portfolio
8,150
Q1 2025 Added 3.02%
$10.8B
$983,000 0.2% of portfolio
36,883
Q1 2025 Reduced 1.94%

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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