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
C
Citigroup Inc

Financial Services
1.2K
+ 11.21%
$61.31 - $72.5 $73.3K - $86.6K
11.9K $834K
XLU
Utilities Sector Spdr

ETFs
2.95K
+ 25.01%
$74.89 - $82.93 $221K - $245K
14.7K $1.12M
XLI
Industrial Sector Spdr

ETFs
1.37K
+ 20.98%
$131.76 - $143.99 $181K - $198K
7.92K $1.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.93K
+ 32.36%
$57.53 - $60.83 $168K - $178K
12K $688K
FISV
Fiserv Inc

Technology
1.18K
New
N/A
1.18K $147K
FDIS
Fidelity Covington Tr Msci Con

ETFs
476
+ 4.77%
$85.33 - $104.24 $40.6K - $49.6K
10.5K $1.02M
LLY
Eli Lilly & CO

Healthcare
562
+ 20.51%
$727.2 - $932.06 $409K - $524K
3.3K $2.55M
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.2K
+ 14.71%
$37.12 - $41.23 $603K - $670K
127K $4.7M
DIS
Walt Disney CO

Communication Services
293
+ 5.22%
$92.39 - $117.6 $27.1K - $34.5K
5.9K $657K
TMUS
T Mobile Us, Inc.

Communication Services
455
+ 40.34%
$206.1 - $246.94 $93.8K - $112K
1.58K $349K
F
Ford Motor CO

Consumer Cyclical
11.7K
New
$9.69 - $11.4 $113K - $133K
11.7K $115K
SCHW
Schwab Charles Corp

Financial Services
130
+ 1.17%
$63.31 - $82.85 $8.23K - $10.8K
11.2K $831K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.17K
+ 2.81%
$7.33 - $12.37 $8.61K - $14.5K
42.9K $455K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
380
+ 55.31%
$396.64 - $516.74 $151K - $196K
1.07K $429K
MNST
Monster Beverage Corp

Consumer Defensive
2.07K
+ 52.08%
$49.24 - $56.38 $102K - $117K
6.04K $317K
APH
Amphenol Corp

Technology
1.29K
+ 31.12%
$62.07 - $75.35 $79.9K - $97K
5.42K $376K
GLW
Corning Inc

Technology
1.91K
+ 35.4%
$44.11 - $49.76 $84.3K - $95.1K
7.31K $347K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
103
+ 7.19%
$173.13 - $258.09 $17.8K - $26.6K
1.54K $354K
VST
Vistra Corp.

Utilities
424
+ 23.37%
$115.74 - $166.61 $49.1K - $70.6K
2.24K $308K
COP
Conocophillips

Energy
1.36K
+ 18.46%
$95.12 - $114.72 $130K - $156K
8.74K $866K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.29K
+ 2.72%
$9.95 - $12.23 $12.8K - $15.8K
48.7K $570K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 3.6%
$873.59 - $994.69 $41.1K - $46.8K
1.35K $1.24M
AKAM
Akamai Technologies Inc

Technology
892
+ 40.23%
N/A
3.11K $282K
GLD
Spdr Gold Trust

ETFs
385
+ 3.27%
$236.59 - $257.5 $91.1K - $99.1K
12.1K $2.94M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
283
+ 15.65%
$107.98 - $143.92 $30.6K - $40.7K
2.09K $280K
USPH
U S Physical Therapy Inc

Healthcare
592
+ 11.34%
$77.48 - $99.91 $45.9K - $59.1K
5.81K $515K
PNC
Pnc Financial Services Group, Inc.

Financial Services
234
+ 6.55%
$178.39 - $215.0 $41.7K - $50.3K
3.8K $733K
SONY
Sony Group Corp

Technology
24.2K
+ 416.57%
$17.53 - $96.8 $424K - $2.34M
30K $634K
AJG
Arthur J. Gallagher & Co.

Financial Services
239
+ 15.17%
$278.49 - $315.16 $66.6K - $75.3K
1.81K $514K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.09K
+ 22.1%
$53.94 - $58.15 $58.8K - $63.4K
6.02K $339K
MSI
Motorola Solutions, Inc.

Technology
126
+ 19.15%
$449.08 - $504.6 $56.6K - $63.6K
784 $362K
SAN
Banco Santander, S.A.

Financial Services
14.4K
New
$4.49 - $5.05 $64.5K - $72.6K
14.4K $65K
PGR
Progressive Corp

Financial Services
386
+ 19.62%
$239.6 - $268.88 $92.5K - $104K
2.35K $563K
ABC
Amerisourcebergen Corp

Healthcare
309
+ 14.53%
N/A
2.44K $451K
TXN
Texas Instruments Inc

Technology
276
+ 7.84%
N/A
3.8K $739K
DE
Deere & CO

Industrials
106
+ 10.1%
$389.45 - $466.0 $41.3K - $49.4K
1.16K $489K
FDX
Fedex Corp

Industrials
147
+ 17.36%
$260.5 - $305.15 $38.3K - $44.9K
994 $279K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 1.18%
$471.27 - $550.62 $7.07K - $8.26K
1.29K $671K
WRB
Berkley W R Corp

Financial Services
14
+ 0.06%
$56.48 - $64.94 $791 - $909
23.9K $1.4M
UNF
Unifirst Corp

Industrials
430
+ 38.36%
$171.0 - $206.22 $73.5K - $88.7K
1.55K $265K
CNXC
Concentrix Corp

Technology
1.72K
+ 43.74%
$37.26 - $52.63 $64K - $90.4K
5.65K $244K
PYPL
Pay Pal Holdings, Inc.

Financial Services
11
+ 0.23%
$77.25 - $91.3 $850 - $1K
4.74K $404K
AIG
American International Group, Inc.

Financial Services
524
+ 8.9%
$70.0 - $79.22 $36.7K - $41.5K
6.41K $466K
CVX
Chevron Corp

Energy
521
+ 3.07%
$141.15 - $162.53 $73.5K - $84.7K
17.5K $2.54M
MAR
Marriott International Inc

Consumer Cyclical
25
+ 3.09%
$246.06 - $292.59 $6.15K - $7.31K
835 $232K
TJX
Tjx Companies Inc

Consumer Cyclical
126
+ 2.65%
$112.15 - $127.2 $14.1K - $16K
4.89K $590K
ANSS
Ansys Inc

Technology
12
+ 0.88%
$313.05 - $361.45 $3.76K - $4.34K
1.37K $462K
ILMN
Illumina, Inc.

Healthcare
150
+ 9.15%
$128.99 - $155.15 $19.3K - $23.3K
1.79K $239K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
54
+ 2.9%
$180.39 - $205.43 $9.74K - $11.1K
1.92K $363K
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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