Personal Cfo Solutions, LLC Sells in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-554
- 12.59%
$79.9 - $92.0 $44.3K - $51K
3.85K $307K
PRGO
Perrigo CO PLC

Healthcare
-976
- 8.44%
$20.76 - $28.43 $20.3K - $27.7K
10.6K $235K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.26K
- 23.68%
$66.38 - $71.68 $216K - $233K
10.5K $749K
ABBV
Abb Vie Inc.

Healthcare
-1.07K
- 14.51%
$184.85 - $231.54 $197K - $247K
6.28K $1.45M
SBAC
Sba Communications Corp

Real Estate
-120
- 5.37%
$191.35 - $239.35 $23K - $28.7K
2.11K $408K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.84K
- 15.19%
$46.38 - $47.74 $85.3K - $87.8K
10.3K $487K
INTU
Intuit Inc

Technology
-431
- 13.82%
$646.03 - $807.39 $278K - $348K
2.69K $1.83M
CPB
Campbell Soup CO

Consumer Defensive
-358
- 4.43%
$30.41 - $34.03 $10.9K - $12.2K
7.72K $243K
AMP
Ameriprise Financial Inc

Financial Services
-189
- 8.48%
$486.13 - $544.55 $91.9K - $103K
2.04K $1M
HLN
Haleon PLC

Healthcare
-5.53K
- 28.5%
$8.72 - $10.35 $48.2K - $57.2K
13.9K $124K
MA
Mastercard Inc

Financial Services
-383
- 5.04%
$550.18 - $598.96 $211K - $229K
7.21K $4.1M
ACGL
Arch Capital Group Ltd.

Financial Services
-43
- 0.43%
$85.61 - $93.54 $3.68K - $4.02K
10K $911K
PAYC
Paycom Software, Inc.

Technology
-86
- 2.23%
$208.14 - $238.8 $17.9K - $20.5K
3.76K $783K
CNXC
Concentrix Corp

Technology
-108
- 2.06%
$45.94 - $62.0 $4.96K - $6.7K
5.14K $237K
VTR
Ventas, Inc.

Real Estate
-858
- 16.52%
$62.76 - $69.99 $53.8K - $60.1K
4.34K $303K
AMT
American Tower Corp

Real Estate
-57
- 3.42%
$192.32 - $232.35 $11K - $13.2K
1.61K $309K
CYBR
Cyber Ark Software Ltd.

Technology
-369
- 41.84%
$374.8 - $491.1 $138K - $181K
513 $247K
RSG
Republic Services, Inc.

Industrials
-152
- 13.88%
$225.33 - $246.01 $34.3K - $37.4K
943 $216K
UBS
Ubs Group Ag

Financial Services
-8.15K
- 29.64%
$33.77 - $42.38 $275K - $345K
19.4K $793K
NRG
Nrg Energy, Inc.

Utilities
-2.18K
- 47.34%
$144.77 - $173.91 $316K - $379K
2.43K $392K
ADSK
Autodesk, Inc.

Technology
-193
- 16.33%
N/A
989 $243K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-883
- 36.55%
$103.83 - $179.9 $91.7K - $159K
1.53K $273K
DUK
Duke Energy Corp

Utilities
-463
- 7.68%
$116.31 - $125.93 $53.9K - $58.3K
5.56K $688K
HPQ
Hp Inc

Technology
-1.14K
- 5.02%
$24.45 - $29.35 $27.8K - $33.3K
21.5K $585K
DHR
Danaher Corp

Healthcare
-78
- 2.13%
$181.46 - $212.2 $14.2K - $16.6K
3.58K $708K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.04K
- 7.9%
$24.02 - $27.91 $48.9K - $56.9K
23.7K $662K
LYG
Lloyds Banking Group PLC

Financial Services
-14K
- 39.08%
$4.03 - $4.63 $56.2K - $64.6K
21.7K $98K
MFC
Manulife Financial Corp

Financial Services
-1.2K
- 12.07%
$29.9 - $32.34 $35.8K - $38.7K
8.72K $271K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-36
- 2.34%
$167.98 - $209.73 $6.05K - $7.55K
1.51K $252K
DRI
Darden Restaurants Inc

Consumer Cyclical
-82
- 7.09%
$184.73 - $220.27 $15.1K - $18.1K
1.08K $204K
RPM
Rpm International Inc

Basic Materials
-341
- 10.44%
$110.07 - $128.23 $37.5K - $43.7K
2.93K $344K
TRNO
Terreno Realty Corp

Real Estate
-72
- 1.62%
$53.01 - $59.08 $3.82K - $4.25K
4.37K $247K
TTE
Total Energies Se

Energy
-451
- 9.88%
N/A
4.12K $282K
OMC
Omnicom Group Inc.

Communication Services
-224
- 3.04%
$70.41 - $81.53 $15.8K - $18.3K
7.13K $581K
LOW
Lowes Companies Inc

Consumer Cyclical
-463
- 9.48%
$215.01 - $273.02 $99.5K - $126K
4.42K $1.11M
ROLL
Rbc Bearings Inc

Industrials
-104
- 11.29%
N/A
817 $200K
AWK
American Water Works Company, Inc.

Utilities
-75
- 4.05%
$135.05 - $147.0 $10.1K - $11K
1.78K $247K
MDT
Medtronic PLC

Healthcare
-877
- 7.55%
$87.67 - $95.74 $76.9K - $84K
10.7K $1.02M
SPG
Simon Property Group Inc

Real Estate
-403
- 15.83%
$159.93 - $187.67 $64.5K - $75.6K
2.14K $402K
MSCI
Msci Inc.

Financial Services
-38
- 1.75%
$526.48 - $588.0 $20K - $22.3K
2.13K $1.21M
KMI
Kinder Morgan, Inc.

Energy
-500
- 6.21%
$26.23 - $28.5 $13.1K - $14.3K
7.56K $213K
UNF
Unifirst Corp

Industrials
-34
- 2.4%
$165.27 - $190.41 $5.62K - $6.47K
1.39K $231K
DOV
Dover Corp

Industrials
-4
- 0.28%
$165.59 - $190.9 $662 - $764
1.44K $240K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-142
- 6.71%
$122.0 - $138.74 $17.3K - $19.7K
1.97K $250K
RE
Everest Re Group LTD

Financial Services
-37
- 5.52%
N/A
633 $234K
CRAI
Cra International, Inc.

Industrials
-335
- 21.12%
$170.16 - $212.31 $57K - $71.1K
1.25K $260K
SJNK
Spdr Bloomberg Short Term High

ETFs
-757
- 5.4%
$25.28 - $25.63 $19.1K - $19.4K
13.3K $339K
BR
Broadridge Financial Solutions, Inc.

Technology
-28
- 3.08%
$233.75 - $266.89 $6.55K - $7.47K
880 $209K
ABC
Amerisourcebergen Corp

Healthcare
-51
- 2.59%
N/A
1.92K $355K
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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