Personal Cfo Solutions, LLC Incresed Positions in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
CBRE
Cbre Group, Inc.

Real Estate
1.66K
+ 9.5%
$119.22 - $140.71 $198K - $233K
19.1K $2.51M
IGV
Ishares Expanded Tech Software

ETFs
1.34K
+ 8.79%
$87.5 - $110.17 $117K - $148K
16.6K $1.66M
QCOM
Qualcomm Inc

Technology
2.65K
+ 38.25%
$150.4 - $178.04 $398K - $471K
9.57K $1.47M
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
XLP
Consumer Staples Sector Spdr

ETFs
3.43K
+ 30.84%
N/A
14.5K $1.1M
XLF
Financial Sector Spdr

ETFs
4K
+ 19.46%
$44.89 - $51.34 $179K - $205K
24.5K $1.19M
SPOT
Spotify Technology S.A.

Communication Services
109
+ 4.23%
$362.95 - $502.38 $39.6K - $54.8K
2.69K $1.2M
BX
Blackstone Inc.

Financial Services
845
+ 23.28%
$148.45 - $199.05 $125K - $168K
4.47K $771K
COF
Capital One Financial Corp

Financial Services
644
+ 18.3%
$145.19 - $192.01 $93.5K - $124K
4.16K $742K
META
Meta Platforms, Inc.

Communication Services
220
+ 4.51%
$554.08 - $632.68 $122K - $139K
5.1K $3.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.14K
+ 37.15%
$40.06 - $45.21 $286K - $323K
26.4K $1.07M
MCHP
Microchip Technology Inc

Technology
6.36K
+ 89.73%
$55.51 - $79.05 $353K - $503K
13.5K $771K
BK
Bank Of New York Mellon Corp

Financial Services
2.26K
+ 48.7%
$70.82 - $81.87 $160K - $185K
6.91K $530K
BAC
Bank Of America Corp

Financial Services
1.28K
+ 3.89%
$39.22 - $47.77 $50K - $60.9K
34.1K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
129
+ 2.49%
$481.22 - $538.17 $62.1K - $69.4K
5.31K $2.72M
XLK
Technology Sector Spdr

ETFs
666
+ 15.97%
$220.26 - $241.44 $147K - $161K
4.84K $1.12M
NEE
Nextera Energy Inc

Utilities
3.64K
+ 55.11%
$69.77 - $85.43 $254K - $311K
10.2K $733K
VUG
Vanguard Growth ETF

ETFs
366
+ 53.2%
$378.79 - $428.11 $139K - $157K
1.05K $432K
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
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
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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