Personal Cfo Solutions, LLC Portfolio Holdings

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

Personal Cfo Solutions, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $704 Million distributed in 561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $55.9M, Apple Inc. with a value of $24.7M, Innovator U.S. Equity Power Bu with a value of $20.2M, Ishares Tr Msci Eafe ETF with a value of $18.1M, and Amazon Com Inc with a value of $13.3M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $636M to 704M.

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

Portfolio value $704 Million
ETFs: $248 Million
Financial Services: $116 Million
Technology: $91.2 Million
Healthcare: $55.1 Million
Consumer Cyclical: $42.4 Million
Industrials: $38.9 Million
Communication Services: $34.7 Million
Energy: $17.4 Million
Other: $43.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$55.9 Million 7.94% of portfolio
193,795
Q3 2024 Added 0.52%
$4.1T
$24.7 Million 3.51% of portfolio
106,029
Q3 2024 Added 9.86%
$0
$20.2 Million 2.87% of portfolio
499,198
Q3 2024 New
$0
$18.1 Million 2.57% of portfolio
216,610
Q3 2024 Reduced 6.79%
$2.29T
$13.3 Million 1.89% of portfolio
71,228
Q3 2024 Reduced 1.44%
$3.24T
$13.1 Million 1.86% of portfolio
30,439
Q3 2024 Reduced 3.16%
$0
$12.1 Million 1.72% of portfolio
425,437
Q3 2024 Added 0.74%
$0
$11.7 Million 1.67% of portfolio
22,208
Q3 2024 Added 20.66%
$0
$11.5 Million 1.63% of portfolio
262,866
Q3 2024 New
$0
$11.4 Million 1.63% of portfolio
352,614
Q3 2024 Added 1.4%
$1.14T
$9.81 Million 1.39% of portfolio
59,122
Q3 2024 Reduced 1.46%
$0
$9.55 Million 1.36% of portfolio
309,914
Q3 2024 Added 2.01%
$11.9B
$8.9 Million 1.27% of portfolio
59,543
Q3 2024 Reduced 0.03%
$13.1B
$8.71 Million 1.24% of portfolio
178,049
Q4 2023 Reduced 1.3%
$1.19T
$7.07 Million 1.01% of portfolio
42,303
Q3 2024 Reduced 6.07%
$0
$6.68 Million 0.95% of portfolio
109,801
Q3 2024 New
$252B
$6.49 Million 0.92% of portfolio
57,181
Q3 2024 Added 11.45%
$0
$6.1 Million 0.87% of portfolio
127,189
Q3 2024 Added 1.17%
$0
$6.03 Million 0.86% of portfolio
109,538
Q3 2024 Reduced 5.4%
$0
$5.6 Million 0.8% of portfolio
77,658
Q3 2024 Reduced 6.28%
$0
$5.57 Million 0.79% of portfolio
31,935
Q3 2024 Reduced 9.69%
$0
$5.56 Million 0.79% of portfolio
65,790
Q3 2024 Added 3.63%
$0
$5.23 Million 0.74% of portfolio
81,942
Q3 2024 New
$0
$5.02 Million 0.71% of portfolio
28,007
Q3 2024 Added 1.36%
$0
$4.93 Million 0.7% of portfolio
8,598
Q3 2024 Added 3.32%
$0
$4.89 Million 0.7% of portfolio
191,690
Q3 2024 New
$0
$4.75 Million 0.68% of portfolio
37,068
Q3 2024 Added 0.15%
$0
$4.58 Million 0.65% of portfolio
55,092
Q3 2024 Added 27.1%
$0
$4.58 Million 0.65% of portfolio
110,452
Q3 2024 Added 30.49%
$0
$4.48 Million 0.64% of portfolio
66,465
Q3 2024 New
$0
$4.5 Million 0.64% of portfolio
90,311
Q3 2024 Added 0.46%
$1.36T
$4.52 Million 0.64% of portfolio
17,260
Q3 2024 Added 2.41%
$590B
$4.49 Million 0.64% of portfolio
9,763
Q3 2024 Added 3.86%
$0
$4.14 Million 0.59% of portfolio
81,800
Q3 2024 Added 2.24%
$0
$4.09 Million 0.58% of portfolio
7,091
Q3 2024 Added 0.45%
$226B
$4.06 Million 0.58% of portfolio
11,491
Q3 2024 Added 0.43%
$505B
$3.8 Million 0.54% of portfolio
7,703
Q3 2024 Added 1.58%
$519B
$3.81 Million 0.54% of portfolio
13,849
Q3 2024 Reduced 1.01%
$0
$3.83 Million 0.54% of portfolio
60,293
Q3 2024 Added 0.51%
$0
$3.73 Million 0.53% of portfolio
46,472
Q3 2024 Reduced 4.01%
$0
$3.66 Million 0.52% of portfolio
19,201
Q3 2024 Added 0.32%
$200B
$3.68 Million 0.52% of portfolio
30,901
Q3 2024 Added 0.37%
$443B
$3.55 Million 0.5% of portfolio
30,297
Q3 2024 Reduced 0.34%
$168B
$3.33 Million 0.47% of portfolio
74,242
Q3 2024 Added 12.85%
$208B
$3.02 Million 0.43% of portfolio
5,842
Q3 2024 Added 19.62%
$220B
$3.01 Million 0.43% of portfolio
3,365
Q3 2024 Reduced 2.04%
$223B
$2.94 Million 0.42% of portfolio
10,836
Q3 2024 Reduced 12.25%
$72.8B
$2.99 Million 0.42% of portfolio
9,882
Q3 2024 Added 0.07%
$83.2B
$2.86 Million 0.41% of portfolio
11,757
Q3 2024 Added 3.33%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $704 Million
  • Prior Value $636 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 69 stocks
  • Additional Purchases 264 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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