Personal Cfo Solutions, LLC New Holdings 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
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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
26.9K
New
$27.09 - $32.06 $728K - $862K
26.9K $752K
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
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
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
ALL
Allstate Corp

Financial Services
1.77K
New
$181.25 - $208.2 $321K - $369K
1.77K $341K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.48K
New
$87.25 - $95.52 $303K - $332K
3.48K $307K
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
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
VRNA
Verona Pharma PLC

Healthcare
6.11K
New
$28.71 - $47.02 $175K - $287K
6.11K $283K
GRMN
Garmin LTD

Technology
1.33K
New
$161.91 - $220.77 $216K - $294K
1.33K $274K
FTNT
Fortinet, Inc.

Technology
2.9K
New
$76.49 - $99.21 $222K - $288K
2.9K $274K
NET
Cloudflare, Inc.

Technology
2.47K
New
$78.11 - $117.56 $193K - $291K
2.47K $266K
FCNCA
First Citizens Bancshares Inc

Financial Services
125
New
$1818.92 - $2353.08 $227K - $294K
125 $264K
LDOS
Leidos Holdings, Inc.

Technology
1.8K
New
$143.17 - $201.39 $258K - $362K
1.8K $259K
KMI
Kinder Morgan, Inc.

Energy
9.35K
New
$22.59 - $28.54 $211K - $267K
9.35K $256K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.22K
New
$55.73 - $66.16 $235K - $279K
4.22K $254K
CYBR
Cyber Ark Software Ltd.

Technology
755
New
$274.1 - $333.15 $207K - $252K
755 $251K
DXCM
Dexcom Inc

Healthcare
3.21K
New
$65.68 - $81.01 $211K - $260K
3.21K $249K
PCG
Pg&E Corp

Utilities
12.2K
New
$19.2 - $21.63 $234K - $264K
12.2K $246K
SNA
Snap On Inc

Industrials
723
New
$285.44 - $371.35 $206K - $268K
723 $245K
GM
General Motors CO

Consumer Cyclical
4.57K
New
$44.82 - $60.2 $205K - $275K
4.57K $243K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.36K
New
$19.44 - $28.35 $182K - $265K
9.36K $240K
MU
Micron Technology Inc

Technology
2.79K
New
$84.16 - $113.41 $235K - $317K
2.79K $235K
CHKP
Check Point Software Technologies LTD

Technology
1.24K
New
$170.18 - $209.01 $210K - $258K
1.24K $230K
KGC
Kinross Gold Corp

Basic Materials
24.3K
New
$9.03 - $10.75 $219K - $261K
24.3K $225K
GDDY
Go Daddy Inc.

Technology
1.14K
New
$153.16 - $209.03 $174K - $237K
1.14K $224K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
12.2K
New
$14.29 - $18.76 $175K - $229K
12.2K $224K
FTI
Technip Fmc PLC

Energy
7.7K
New
$25.16 - $31.95 $194K - $246K
7.7K $222K
CW
Curtiss Wright Corp

Industrials
611
New
$335.08 - $389.49 $205K - $238K
611 $216K
GTES
Gates Industrial Corp PLC

Industrials
10.5K
New
$17.3 - $22.93 $182K - $241K
10.5K $216K
SNOW
Snowflake Inc.

Technology
1.4K
New
$109.65 - $186.51 $154K - $261K
1.4K $216K
INFY
Infosys LTD

Technology
9.79K
New
$20.71 - $23.42 $203K - $229K
9.79K $214K
PSA
Public Storage

Real Estate
716
New
$289.33 - $360.21 $207K - $258K
716 $214K
PANW
Palo Alto Networks Inc

Technology
1.17K
New
$181.96 - $405.9 $213K - $474K
1.17K $212K
FIX
Comfort Systems Usa Inc

Industrials
499
New
$370.68 - $504.12 $185K - $252K
499 $211K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.12K
New
$78.5 - $102.01 $167K - $217K
2.12K $209K
AYI
Acuity Brands Inc

Industrials
710
New
$292.13 - $333.45 $207K - $237K
710 $207K
GILD
Gilead Sciences, Inc.

Healthcare
2.24K
New
$83.95 - $97.9 $188K - $219K
2.24K $207K
EME
Emcor Group, Inc.

Industrials
455
New
$427.96 - $526.95 $195K - $240K
455 $206K
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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