My Personal Cfo, LLC Purchases in Q4 2025

My Personal Cfo, LLC

  • $216 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.07K
New
$358.03 - $397.02 $382K - $424K
1.07K $382K
XLV
Select Sector Spdr Fund Health

ETFs
2.45K
New
$141.95 - $152.82 $348K - $375K
2.45K $372K
BAC
Bank Of America Corp

Financial Services
6.69K
New
$48.65 - $54.11 $325K - $362K
6.69K $344K
IEMG
Ishares Inc

ETFs
5.66K
New
N/A
5.66K $303K
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 60.85%
$294.11 - $320.41 $318K - $347K
2.86K $859K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
674
New
$426.99 - $455.46 $288K - $307K
674 $294K
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
New
N/A
1.61K $292K
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 41.5%
$185.98 - $199.58 $230K - $247K
4.22K $842K
EFG
Msci Eafe Growth ETF

ETFs
2.45K
New
$112.91 - $117.61 $276K - $288K
2.45K $280K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
New
$72.17 - $75.74 $241K - $253K
3.34K $250K
GS
Goldman Sachs Group Inc

Financial Services
314
New
$744.6 - $838.97 $234K - $263K
314 $243K
SPMD
Spdr Portfolio

ETFs
4.23K
New
$55.44 - $58.05 $234K - $245K
4.23K $237K
CAT
Caterpillar Inc

Industrials
412
New
$480.82 - $585.49 $198K - $241K
412 $227K
GOOG
Alphabet Inc.

Communication Services
780
New
$237.49 - $291.74 $185K - $228K
780 $222K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7K
New
$30.72 - $30.86 $215K - $216K
7K $215K
NKE
Nike, Inc.

Consumer Cyclical
3.39K
New
$60.8 - $74.57 $206K - $253K
3.39K $213K
GLD
Spdr Gold Trust

ETFs
552
New
$354.79 - $403.15 $196K - $223K
552 $207K
CRM
Salesforce, Inc.

Technology
860
New
$235.69 - $263.41 $203K - $227K
860 $203K
TTWO
Take Two Interactive Software Inc

Communication Services
790
New
$232.0 - $262.29 $183K - $207K
790 $185K
VGT
Vanguard Information Technolog

ETFs
191
+ 34.29%
$736.33 - $801.52 $141K - $153K
748 $565K
AMZN
Amazon Com Inc

Consumer Cyclical
419
+ 26.93%
$213.04 - $254.0 $89.3K - $106K
1.98K $463K
GOOGL
Alphabet Inc.

Communication Services
316
+ 32.08%
$236.57 - $291.31 $74.8K - $92.1K
1.3K $359K
AVGO
Broadcom Inc.

Technology
204
+ 26.81%
$324.63 - $385.98 $66.2K - $78.7K
965 $330K
VBR
Vanguard Small Cap Value ETF

ETFs
184
+ 14.02%
$201.42 - $211.15 $37.1K - $38.9K
1.5K $307K
Innovator Etfs Trust
39K
New
N/A
39K $0
Innovator Etfs Trust
27K
New
N/A
27K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
56.6K
New
N/A
56.6K $0
Innovator Etfs Trust
74.4K
New
N/A
74.4K $0
Jpmorgan Chase Finl CO LLC
62.1K
New
N/A
62.1K $0
BAUG
Innovator U.S. Equity Buffer E
5.14K
New
N/A
5.14K $0
TFLR
T Rowe Price Exchange Traded F
150K
New
N/A
150K $0
Orchid Is Cap Inc
10K
New
N/A
10K $0
Innovator Etfs Trust
68.3K
New
N/A
68.3K $0
Activity Summary
Buys All Purchases 84 New Holdings 66 Increased Positions 18 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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