Personal Cfo Solutions, LLC Purchases in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
1.15K
New
$297.99 - $419.78 $342K - $481K
1.15K $387K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.27K
New
$82.29 - $90.77 $351K - $388K
4.27K $386K
CTVA
Corteva, Inc.

Basic Materials
4.79K
+ 40.66%
$67.08 - $77.12 $321K - $369K
16.6K $1.12M
MU
Micron Technology Inc

Technology
2.23K
New
$104.88 - $168.89 $233K - $376K
2.23K $372K
BAC
Bank Of America Corp

Financial Services
104
+ 0.28%
$44.92 - $52.42 $4.67K - $5.45K
36.9K $1.91M
EMB
Ishares Tr

ETFs
3.76K
New
$91.52 - $95.59 $344K - $360K
3.76K $358K
C
Citigroup Inc

Financial Services
184
+ 1.66%
$85.57 - $103.49 $15.7K - $19K
11.3K $1.15M
CEG
Constellation Energy Corp

Utilities
209
+ 9.31%
$298.82 - $354.89 $62.5K - $74.2K
2.45K $807K
WDC
Western Digital Corp

Technology
2.94K
New
$63.84 - $120.06 $188K - $353K
2.94K $353K
NU
Nu Holdings Ltd.

Financial Services
6.7K
+ 15.92%
$11.92 - $16.3 $79.8K - $109K
48.8K $780K
YUM
Yum Brands Inc

Consumer Cyclical
2.43K
+ 50.79%
$139.5 - $153.94 $339K - $374K
7.21K $1.1M
LFUS
Littelfuse Inc

Technology
1.33K
New
$228.23 - $271.17 $304K - $361K
1.33K $344K
NSSC
Napco Security Technologies, Inc

Industrials
8.03K
New
$29.42 - $43.66 $236K - $351K
8.03K $344K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.03K
New
$53.93 - $57.58 $325K - $347K
6.03K $340K
RYAAY
Ryanair Holdings PLC

Industrials
5.58K
New
$55.19 - $66.72 $308K - $372K
5.58K $335K
TT
Trane Technologies PLC

Industrials
513
+ 38.14%
$398.96 - $472.54 $205K - $242K
1.86K $784K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.31K
New
$184.09 - $279.47 $242K - $367K
1.31K $324K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.88K
New
$86.72 - $111.84 $250K - $322K
2.88K $322K
PIPR
Piper Sandler Companies

Financial Services
926
New
$284.8 - $369.4 $264K - $342K
926 $321K
NKE
Nike, Inc.

Consumer Cyclical
3.03K
+ 18.08%
$69.24 - $79.24 $210K - $240K
19.8K $1.38M
PATK
Patrick Industries Inc

Consumer Cyclical
3.03K
New
$95.3 - $116.04 $289K - $352K
3.03K $313K
BBY
Best Buy CO Inc

Consumer Cyclical
4.14K
New
$64.12 - $78.46 $265K - $325K
4.14K $312K
BVN
Buenaventura Mining CO Inc

Basic Materials
12.7K
New
$16.23 - $24.33 $207K - $310K
12.7K $309K
AAON
Aaon, Inc.

Industrials
3.3K
New
$72.08 - $94.26 $238K - $311K
3.3K $307K
SBSW
Sibanye Stillwater LTD

Basic Materials
27K
New
$7.27 - $11.24 $197K - $304K
27K $303K
OSIS
Osi Systems Inc

Technology
1.22K
New
$208.12 - $249.24 $253K - $303K
1.22K $303K
JNJ
Johnson & Johnson

Healthcare
229
+ 1.73%
$155.17 - $185.42 $35.5K - $42.5K
13.4K $2.49M
T
At&T Inc.

Communication Services
10.7K
+ 13.13%
$26.94 - $29.62 $288K - $317K
92.2K $2.6M
JBL
Jabil Inc

Technology
1.34K
New
$202.08 - $234.45 $271K - $314K
1.34K $290K
FUTU
Futu Holdings LTD

Financial Services
1.63K
New
$120.32 - $194.74 $196K - $317K
1.63K $283K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.2K
New
$25.83 - $30.45 $264K - $311K
10.2K $281K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.15K
New
$231.35 - $253.24 $266K - $291K
1.15K $281K
TPR
Tapestry, Inc.

Consumer Cyclical
2.48K
New
$86.48 - $116.14 $214K - $288K
2.48K $280K
TRV
Travelers Companies, Inc.

Financial Services
952
+ 121.74%
$250.62 - $279.43 $239K - $266K
1.73K $484K
PRDO
Perdoceo Education Corp

Consumer Defensive
7.31K
New
$28.08 - $37.66 $205K - $275K
7.31K $275K
MTRN
Materion Corp

Basic Materials
2.28K
New
$80.72 - $122.12 $184K - $279K
2.28K $275K
ETN
Eaton Corp PLC

Industrials
196
+ 9.98%
$342.99 - $392.76 $67.2K - $77K
2.16K $808K
HWM
Howmet Aerospace Inc.

Industrials
1.4K
New
$171.0 - $196.23 $239K - $274K
1.4K $273K
HPE
Hewlett Packard Enterprise CO

Technology
11K
New
$19.81 - $25.24 $218K - $277K
11K $269K
CSX
Csx Corp

Industrials
7.59K
New
$32.05 - $36.52 $243K - $277K
7.59K $269K
VLO
Valero Energy Corp

Energy
146
+ 2.28%
$131.77 - $175.63 $19.2K - $25.6K
6.55K $1.11M
PCOR
Procore Technologies, Inc.

Technology
3.69K
New
$61.62 - $76.64 $228K - $283K
3.69K $269K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.04K
New
$259.44 - $278.65 $269K - $288K
1.04K $268K
ASND
Ascendis Pharma A/S

Healthcare
1.35K
New
$163.32 - $205.91 $220K - $277K
1.35K $267K
HAS
Hasbro, Inc.

Consumer Cyclical
3.53K
New
$73.92 - $81.85 $261K - $289K
3.53K $267K
MPWR
Monolithic Power Systems Inc

Technology
289
New
$711.24 - $922.81 $206K - $267K
289 $266K
JBT
John Bean Technologies Corp

Industrials
2.1K
New
N/A
2.1K $264K
MSA
Msa Safety Inc

Industrials
1.53K
New
$168.32 - $180.03 $257K - $275K
1.53K $263K
PPL
Ppl Corp

Utilities
7.08K
New
$33.54 - $37.24 $238K - $264K
7.08K $263K
Activity Summary
Buys All Purchases 298 New Holdings 102 Increased Positions 196 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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