Personal Cfo Solutions, LLC Purchases in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UWM
Proshares Ultra Russell 2000

ETFs
365K
New
$41.07 - $50.82 $15M - $18.6M
365K $15.3M
AAPL
Apple Inc.

Technology
3.59K
+ 3.38%
$221.69 - $259.02 $795K - $929K
110K $27.5M
BA
Boeing CO

Industrials
6.7K
+ 87.97%
$138.14 - $180.72 $925K - $1.21M
14.3K $2.53M
SAP
Sap Se

Technology
4.51K
+ 93.54%
$218.13 - $255.54 $983K - $1.15M
9.32K $2.29M
BMY
Bristol Myers Squibb CO

Healthcare
15.4K
+ 68.14%
$51.92 - $59.94 $799K - $922K
38K $2.15M
TGT
Target Corp

Consumer Defensive
7.29K
+ 327.86%
$121.59 - $160.69 $886K - $1.17M
9.51K $1.29M
SLB
Schlumberger Limited

Energy
23K
New
$36.83 - $45.59 $849K - $1.05M
23K $883K
UHS
Universal Health Services Inc

Healthcare
4.75K
New
$175.8 - $236.9 $835K - $1.13M
4.75K $852K
NVDA
Nvidia Corp

Technology
714
+ 1.33%
$117.0 - $148.88 $83.5K - $106K
54.5K $7.32M
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.55K
+ 5.98%
$54.65 - $61.96 $358K - $406K
116K $6.81M
HPQ
Hp Inc

Technology
22.8K
New
$32.46 - $39.3 $742K - $898K
22.8K $745K
ADM
Archer Daniels Midland CO

Consumer Defensive
14.7K
New
$49.38 - $59.52 $727K - $876K
14.7K $743K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.29K
+ 230.12%
$701.85 - $1046.91 $906K - $1.35M
1.85K $1.32M
CAG
Conagra Brands Inc.

Consumer Defensive
27.2K
+ 262.22%
$26.48 - $32.72 $721K - $891K
37.6K $1.04M
INTU
Intuit Inc

Technology
1.06K
+ 56.06%
$602.01 - $706.25 $638K - $748K
2.95K $1.85M
LKQ
Lkq Corp

Consumer Cyclical
18K
New
$36.0 - $39.99 $650K - $722K
18K $663K
HST
Host Hotels & Resorts, Inc.

Real Estate
37.5K
New
$17.24 - $19.07 $646K - $715K
37.5K $656K
GIS
General Mills Inc

Consumer Defensive
10.2K
New
$62.78 - $74.62 $640K - $760K
10.2K $649K
OMC
Omnicom Group Inc.

Communication Services
7.53K
New
$85.82 - $105.47 $647K - $795K
7.53K $648K
HCA
Hca Healthcare, Inc.

Healthcare
2.39K
+ 287.83%
$297.52 - $415.61 $711K - $993K
3.22K $966K
ORCL
Oracle Corp

Technology
3.67K
+ 26.83%
$165.41 - $192.43 $607K - $706K
17.4K $2.89M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.03K
+ 64.94%
$183.23 - $199.79 $555K - $605K
7.69K $1.42M
EOG
Eog Resources Inc

Energy
4.25K
+ 112.36%
$118.22 - $136.54 $503K - $581K
8.04K $985K
BWA
Borgwarner Inc

Consumer Cyclical
18.1K
+ 137.85%
$31.48 - $35.49 $568K - $641K
31.2K $990K
CSGP
Costar Group, Inc.

Real Estate
6.98K
+ 260.99%
$69.7 - $81.97 $486K - $572K
9.65K $691K
NKE
Nike, Inc.

Consumer Cyclical
8.01K
+ 78.52%
$73.36 - $89.13 $588K - $714K
18.2K $1.38M
SE
Sea LTD

Consumer Cyclical
3.06K
+ 24.41%
$93.56 - $117.41 $286K - $360K
15.6K $1.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
496
+ 3.23%
$172.07 - $207.36 $85.3K - $103K
15.8K $3.13M
PLTR
Palantir Technologies Inc.

Technology
1.85K
+ 22.91%
$36.46 - $82.38 $67.4K - $152K
9.92K $750K
AXP
American Express CO

Financial Services
519
+ 4.79%
$267.35 - $305.57 $139K - $159K
11.4K $3.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.78K
New
$81.68 - $82.93 $391K - $397K
4.78K $392K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.64K
New
$106.33 - $110.69 $387K - $403K
3.64K $387K
PKG
Packaging Corp Of America

Consumer Cyclical
1.63K
New
$211.98 - $248.85 $346K - $406K
1.63K $367K
CRM
Salesforce, Inc.

Technology
292
+ 6.8%
$270.87 - $367.87 $79.1K - $107K
4.59K $1.53M
GS
Goldman Sachs Group Inc

Financial Services
246
+ 9.01%
$486.1 - $608.57 $120K - $150K
2.98K $1.7M
DEO
Diageo PLC

Consumer Defensive
2.83K
+ 196.33%
$118.0 - $139.88 $334K - $396K
4.28K $543K
ALL
Allstate Corp

Financial Services
1.77K
New
$181.25 - $208.2 $321K - $369K
1.77K $341K
CBRE
Cbre Group, Inc.

Real Estate
1.66K
+ 9.5%
$119.22 - $140.71 $198K - $233K
19.1K $2.51M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.48K
New
$87.25 - $95.52 $303K - $332K
3.48K $307K
IGV
Ishares Expanded Tech Software

ETFs
1.34K
+ 8.79%
$87.5 - $110.17 $117K - $148K
16.6K $1.66M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
772
New
$260.53 - $404.79 $201K - $312K
772 $295K
RMD
Resmed Inc

Healthcare
1.29K
New
$228.69 - $256.07 $295K - $331K
1.29K $295K
QCOM
Qualcomm Inc

Technology
2.65K
+ 38.25%
$150.4 - $178.04 $398K - $471K
9.57K $1.47M
MTDR
Matador Resources CO

Energy
5.2K
New
$50.33 - $60.91 $262K - $317K
5.2K $292K
WWD
Woodward, Inc.

Industrials
1.74K
New
$159.67 - $187.29 $277K - $325K
1.74K $289K
SPY
Spdr S&P 500 ETF Trust

ETFs
313
+ 3.64%
$567.81 - $607.81 $178K - $190K
8.91K $5.22M
NOC
Northrop Grumman Corp

Industrials
714
+ 80.5%
$466.52 - $543.88 $333K - $388K
1.6K $751K
VRNA
Verona Pharma PLC

Healthcare
6.11K
New
$28.71 - $47.02 $175K - $287K
6.11K $283K
FTNT
Fortinet, Inc.

Technology
2.9K
New
$76.49 - $99.21 $222K - $288K
2.9K $274K
Activity Summary
Buys All Purchases 242 New Holdings 67 Increased Positions 175 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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