My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $184 Million
  • Q4 2024

My Personal Cfo, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $30.8M, Microsoft Corp with a value of $18.1M, American Centy ETF Tr Avantis with a value of $13.2M, Okta, Inc. with a value of $9.42M, and Invesco Qqq Trust, Series 1 with a value of $7.86M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $172M to 184M.

Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $128 Million
Technology: $38.6 Million
Communication Services: $6.36 Million
Financial Services: $4.94 Million
Consumer Cyclical: $3.28 Million
Healthcare: $2 Million
Energy: $277,000
Industrials: $58,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.8 Million 16.75% of portfolio
106,392
Q4 2024 Added 14.01%
$3.31T
$18.1 Million 9.85% of portfolio
43,004
Q4 2024 Added 12.09%
$0
$13.2 Million 7.16% of portfolio
135,930
Q4 2024 Added 6.06%
$13.5B
$9.42 Million 5.12% of portfolio
119,582
Q4 2024 Reduced 0.03%
$0
$7.86 Million 4.27% of portfolio
15,376
Q4 2024 Reduced 2.05%
$3.58T
$6.22 Million 3.38% of portfolio
24,843
Q4 2024 Added 0.51%
$0
$5.81 Million 3.15% of portfolio
9,908
Q4 2024 Added 11.25%
$0
$5.53 Million 3.01% of portfolio
136,680
Q4 2024 Added 36.29%
$0
$4.41 Million 2.39% of portfolio
72,534
Q4 2024 Reduced 2.23%
$603B
$3.93 Million 2.14% of portfolio
8,672
Q4 2024 Added 2.36%
$0
$3.71 Million 2.02% of portfolio
14,054
Q4 2024 Added 21.42%
$0
$3.66 Million 1.99% of portfolio
82,620
Q3 2024 Reduced 0.96%
$860M
$3.65 Million 1.98% of portfolio
555,029
Q4 2024 Reduced 2.19%
$0
$3.56 Million 1.94% of portfolio
6,616
Q4 2024 Added 21.08%
$0
$2.89 Million 1.57% of portfolio
27,554
Q4 2024 Added 0.01%
$0
$2.86 Million 1.55% of portfolio
21,789
Q4 2024 Added 10.94%
$0
$2.62 Million 1.43% of portfolio
66,810
Q4 2024 Added 31.13%
$0
$2.59 Million 1.4% of portfolio
58,020
Q3 2024 Added 23.66%
$0
$2.49 Million 1.35% of portfolio
20,485
Q4 2024 Added 24.49%
$355B
$2.36 Million 1.28% of portfolio
17,607
Q4 2024 Reduced 5.12%
$0
$2.3 Million 1.25% of portfolio
49,810
Q4 2024 Reduced 1.87%
$0
$2.23 Million 1.21% of portfolio
46,505
Q4 2024 Reduced 1.08%
$0
$2.19 Million 1.19% of portfolio
17,165
Q2 2023 Added 30.38%
$0
$2.12 Million 1.15% of portfolio
30,801
Q4 2024 Reduced 0.34%
$0
$2.05 Million 1.11% of portfolio
55,200
Q4 2024 Added 20.19%
$0
$1.93 Million 1.05% of portfolio
3,271
Q4 2024 Reduced 2.47%
$0
$1.6 Million 0.87% of portfolio
54,930
Q4 2024 Added 116.69%
$1.46T
$1.59 Million 0.86% of portfolio
2,693
Q4 2024 Added 0.04%
$0
$1.54 Million 0.84% of portfolio
11,967
Q3 2022 Reduced 2.09%
$0
$1.44 Million 0.78% of portfolio
24,750
Q1 2024 Added 400.0%
$0
$1.17 Million 0.64% of portfolio
42,891
Q4 2024 Added 360.4%
$161B
$1.15 Million 0.62% of portfolio
7,059
Q3 2024 Reduced 0.55%
$0
$1.12 Million 0.61% of portfolio
25,935
Q4 2024 Added 41.72%
$0
$951,000 0.52% of portfolio
22,180
Q3 2024 Added 21.67%
$3.92B
$930,000 0.51% of portfolio
21,006
Q3 2024 Reduced 7.78%
$498B
$921,000 0.5% of portfolio
1,822
Q3 2024 Reduced 3.19%
$92.7B
$849,000 0.46% of portfolio
11,227
Q4 2024 Reduced 12.97%
$198B
$813,000 0.44% of portfolio
6,731
Q3 2024 Reduced 0.99%
$0
$797,000 0.43% of portfolio
20,400
Q3 2024 Reduced 6.85%
$0
$794,000 0.43% of portfolio
18,043
Q4 2024 Added 13.26%
$424B
$774,000 0.42% of portfolio
1,992
Q3 2024 Reduced 5.68%
$2.39T
$725,000 0.39% of portfolio
3,306
Q4 2024 Reduced 8.29%
$777B
$708,000 0.38% of portfolio
2,956
Q3 2024 Added 0.51%
$0
$692,000 0.38% of portfolio
14,474
Q4 2024 Added 0.66%
$0
$679,000 0.37% of portfolio
5,140
Q4 2024 Reduced 22.59%
$0
$646,000 0.35% of portfolio
2,689
Q4 2024 Added 0.45%
$0
$653,000 0.35% of portfolio
9,083
Q4 2024 Reduced 12.0%
$384B
$608,000 0.33% of portfolio
4,209
Q4 2024 Reduced 0.38%
$0
$571,000 0.31% of portfolio
25,184
Q4 2024 Added 200.24%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $184 Million
  • Prior Value $172 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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