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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06T
$18.1 Million 9.85% of portfolio
43,004
Q4 2024 Added 12.09%
$14.2B
$9.42 Million 5.12% of portfolio
119,582
Q4 2024 Reduced 0.03%
$3.66T
$6.22 Million 3.38% of portfolio
24,843
Q4 2024 Added 0.51%
$610B
$3.93 Million 2.14% of portfolio
8,672
Q4 2024 Added 2.36%
$825M
$3.65 Million 1.98% of portfolio
555,029
Q4 2024 Reduced 2.19%
$291B
$2.36 Million 1.28% of portfolio
17,607
Q4 2024 Reduced 5.12%
$1.55T
$1.59 Million 0.86% of portfolio
2,693
Q4 2024 Added 0.04%
$154B
$1.15 Million 0.62% of portfolio
7,059
Q3 2024 Reduced 0.55%
$3.7B
$930,000 0.51% of portfolio
21,006
Q3 2024 Reduced 7.78%
$513B
$921,000 0.5% of portfolio
1,822
Q3 2024 Reduced 3.19%
$96.5B
$849,000 0.46% of portfolio
11,227
Q4 2024 Reduced 12.97%
$184B
$813,000 0.44% of portfolio
6,731
Q3 2024 Reduced 0.99%
$418B
$774,000 0.42% of portfolio
1,992
Q3 2024 Reduced 5.68%
$2.42T
$725,000 0.39% of portfolio
3,306
Q4 2024 Reduced 8.29%
$783B
$708,000 0.38% of portfolio
2,956
Q3 2024 Added 0.51%
$397B
$608,000 0.33% of portfolio
4,209
Q4 2024 Reduced 0.38%
$1.23T
$435,000 0.24% of portfolio
2,288
Q4 2024 Reduced 0.61%
$208B
$419,000 0.23% of portfolio
3,769
Q4 2024 Reduced 0.4%
$371B
$305,000 0.17% of portfolio
6,943
Q4 2024 Added 0.01%
$446B
$277,000 0.15% of portfolio
2,578
Q4 2024 Added 0.16%
$1.22T
$269,000 0.15% of portfolio
1,422
Q4 2024 Added 7.48%
$339B
$278,000 0.15% of portfolio
833
Q4 2024 Added 0.12%
$88.2B
$252,000 0.14% of portfolio
1,091
Q4 2024 New
$117M
$58,000 0.03% of portfolio
10,000
Q4 2023 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.45%

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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