Personal Cfo Solutions, LLC Reduced Holdings in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
-380
- 3.25%
$35.27 - $41.18 $13.4K - $15.6K
11.3K $458K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-61
- 6.83%
$370.41 - $491.09 $22.6K - $30K
832 $387K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-7
- 0.37%
$150.01 - $182.29 $1.05K - $1.28K
1.86K $338K
ED
Consolidated Edison Inc

Utilities
-31
- 0.97%
$88.42 - $104.97 $2.74K - $3.25K
3.17K $329K
STE
Steris PLC

Healthcare
-220
- 5.17%
$213.51 - $247.14 $47K - $54.4K
4.04K $978K
CTVA
Corteva, Inc.

Basic Materials
-191
- 1.64%
$50.72 - $58.78 $9.69K - $11.2K
11.4K $671K
NU
Nu Holdings Ltd.

Financial Services
-183
- 0.29%
$10.71 - $15.14 $1.96K - $2.77K
62.1K $848K
BWA
Borgwarner Inc

Consumer Cyclical
-213
- 1.6%
$31.19 - $36.75 $6.64K - $7.83K
13.1K $475K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-141
- 4.67%
$74.21 - $96.5 $10.5K - $13.6K
2.88K $276K
HCA
Hca Healthcare, Inc.

Healthcare
-70
- 7.78%
$315.12 - $406.43 $22.1K - $28.5K
830 $337K
AMT
American Tower Corp

Real Estate
-31
- 2.06%
$192.27 - $242.73 $5.96K - $7.52K
1.47K $342K
SNDR
Schneider National, Inc.

Industrials
-113
- 0.9%
$22.89 - $28.65 $2.59K - $3.24K
12.5K $355K
XOM
Exxon Mobil Corp

Energy
-103
- 0.34%
$109.72 - $119.0 $11.3K - $12.3K
30.3K $3.55M
VTI
Vanguard Total Stock Market Et

ETFs
-199
- 2.87%
$255.18 - $283.2 $50.8K - $56.4K
6.74K $1.91M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-25
- 0.74%
$98.71 - $117.61 $2.47K - $2.94K
3.34K $392K
AWK
American Water Works Company, Inc.

Utilities
-22
- 0.62%
$127.76 - $149.9 $2.81K - $3.3K
3.53K $515K
PHG
Koninklijke Philips Nv

Healthcare
-96
- 1.18%
$25.08 - $32.73 $2.41K - $3.14K
8.04K $262K
CBOE
Cboe Global Markets, Inc.

Financial Services
-34
- 1.78%
$168.57 - $213.65 $5.73K - $7.26K
1.88K $383K
PGR
Progressive Corp

Financial Services
-148
- 7.0%
$209.46 - $259.24 $31K - $38.4K
1.97K $499K
ATO
Atmos Energy Corp

Utilities
-3
- 0.11%
$114.08 - $138.75 $342 - $416
2.71K $376K
TT
Trane Technologies PLC

Industrials
-20
- 1.75%
$314.21 - $388.71 $6.28K - $7.77K
1.13K $437K
VOYA
Voya Financial, Inc.

Financial Services
-39
- 0.47%
$64.58 - $79.22 $2.52K - $3.09K
8.33K $659K
XEL
Xcel Energy Inc

Utilities
-16
- 0.28%
$52.11 - $65.3 $834 - $1.04K
5.77K $376K
RL
Ralph Lauren Corp

Consumer Cyclical
-16
- 0.4%
$158.53 - $197.61 $2.54K - $3.16K
3.97K $770K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-341
- 6.73%
$57.22 - $80.08 $19.5K - $27.3K
4.73K $368K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-27
- 0.68%
$54.78 - $76.51 $1.48K - $2.07K
3.94K $299K
TPR
Tapestry, Inc.

Consumer Cyclical
-131
- 0.65%
$36.29 - $47.94 $4.75K - $6.28K
20K $940K
AXP
American Express CO

Financial Services
-1.51K
- 12.25%
$225.92 - $271.17 $342K - $410K
10.8K $2.94M
DUK
Duke Energy Corp

Utilities
-43
- 0.75%
$99.35 - $117.71 $4.27K - $5.06K
5.67K $653K
WELL
Welltower Inc.

Real Estate
-26
- 0.68%
$104.0 - $129.74 $2.7K - $3.37K
3.8K $486K
NFLX
Netflix Inc

Communication Services
-63
- 1.6%
$598.55 - $722.26 $37.7K - $45.5K
3.87K $2.74M
SBAC
Sba Communications Corp

Real Estate
-3
- 0.14%
$189.0 - $245.01 $567 - $735
2.11K $507K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 1.38%
$156.14 - $187.2 $7.81K - $9.36K
3.57K $659K
CSCO
Cisco Systems, Inc.

Technology
-400
- 1.93%
$44.74 - $53.22 $17.9K - $21.3K
20.3K $1.08M
CNS
Cohen & Steers, Inc.

Financial Services
-101
- 2.18%
$70.88 - $97.15 $7.16K - $9.81K
4.54K $435K
CMCSA
Comcast Corp

Communication Services
-1.01K
- 1.85%
$37.33 - $41.78 $37.7K - $42.2K
53.5K $2.24M
CF
Cf Industries Holdings, Inc.

Basic Materials
-225
- 2.17%
$69.38 - $85.8 $15.6K - $19.3K
10.2K $870K
ACGL
Arch Capital Group Ltd.

Financial Services
-394
- 2.82%
$94.47 - $114.25 $37.2K - $45K
13.6K $1.52M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-353
- 5.01%
$85.44 - $110.36 $30.2K - $39K
6.69K $737K
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 1.17%
$245.82 - $304.51 $7.37K - $9.14K
2.55K $774K
V
Visa Inc.

Financial Services
-141
- 1.01%
$253.74 - $291.56 $35.8K - $41.1K
13.8K $3.81M
IRM
Iron Mountain Inc

Real Estate
-103
- 2.01%
$89.69 - $119.32 $9.24K - $12.3K
5.01K $595K
XLU
Utilities Sector Spdr

ETFs
-71
- 0.6%
$67.67 - $80.78 $4.8K - $5.74K
11.8K $953K
KO
Coca Cola CO

Consumer Defensive
-236
- 1.19%
$62.69 - $73.01 $14.8K - $17.2K
19.6K $1.41M
NSC
Norfolk Southern Corp

Industrials
-8
- 0.17%
$213.75 - $259.69 $1.71K - $2.08K
4.65K $1.15M
HLNE
Hamilton Lane Inc

Financial Services
-69
- 1.84%
$123.12 - $168.4 $8.5K - $11.6K
3.68K $619K
LOW
Lowes Companies Inc

Consumer Cyclical
-255
- 5.42%
$213.3 - $270.78 $54.4K - $69K
4.45K $1.21M
PEG
Public Service Enterprise Group Inc

Utilities
-128
- 1.11%
$73.58 - $89.21 $9.42K - $11.4K
11.4K $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 2.81%
$531.86 - $624.21 $53.2K - $62.4K
3.45K $2.14M
Activity Summary
Buys All Purchases 333 New Holdings 69 Increased Positions 264 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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