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
HON
Honeywell International Inc

Industrials
-24
- 0.72%
$207.7 - $240.4 $4.98K - $5.77K
3.31K $696K
NVS
Novartis Ag

Healthcare
-461
- 15.26%
$113.5 - $129.73 $52.3K - $59.8K
2.56K $328K
SNA
Snap On Inc

Industrials
-41
- 5.56%
$313.01 - $346.53 $12.8K - $14.2K
696 $241K
WTW
Willis Towers Watson PLC

Financial Services
-35
- 4.78%
$301.83 - $345.45 $10.6K - $12.1K
697 $240K
HXL
Hexcel Corp

Industrials
-732
- 13.6%
$57.15 - $64.88 $41.8K - $47.5K
4.65K $291K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-371
- 9.15%
$181.56 - $190.33 $67.4K - $70.6K
3.69K $699K
AL
Air Lease Corp

Industrials
-1.69K
- 24.62%
$54.35 - $64.28 $92K - $109K
5.18K $329K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-116
- 3.44%
$65.64 - $78.22 $7.61K - $9.07K
3.26K $218K
HOMB
Home Bancshares Inc

Financial Services
-91
- 0.77%
$27.55 - $30.19 $2.51K - $2.75K
11.8K $333K
DTE
Dte Energy CO

Utilities
-47
- 2.66%
$130.26 - $141.49 $6.12K - $6.65K
1.72K $243K
Te Connectivity PLC
-306
- 14.88%
N/A
1.75K $0
Aptiv PLC
-875
- 7.85%
N/A
10.3K $0
Brookfield Infrastructure CO
-1.32K
- 17.42%
N/A
6.24K $0
FSV
First Service Corp

Real Estate
-205
- 12.83%
$175.69 - $208.43 $36K - $42.7K
1.39K $265K
Lam Research Corp
-1.15K
- 14.25%
N/A
6.93K $0
Arista Networks Inc
-3.43K
- 59.28%
N/A
2.35K $0
Canadian Pacific Kansas City
-153
- 1.01%
N/A
15K $0
ROL
Rollins Inc

Consumer Cyclical
-305
- 7.82%
$55.05 - $58.74 $16.8K - $17.9K
3.6K $211K
MNST
Monster Beverage Corp

Consumer Defensive
-487
- 12.65%
$58.65 - $67.31 $28.6K - $32.8K
3.36K $226K
MCO
Moodys Corp

Financial Services
-33
- 2.0%
$472.69 - $521.32 $15.6K - $17.2K
1.62K $771K
KC
Kingsoft Cloud Holdings LTD

Technology
-84
- 0.69%
$11.52 - $17.47 $968 - $1.47K
12.2K $181K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-372
- 2.13%
$96.22 - $98.19 $35.8K - $36.5K
17.1K $1.67M
CPK
Chesapeake Utilities Corp

Utilities
-13
- 0.64%
$119.5 - $135.26 $1.55K - $1.76K
2.01K $270K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.28K
- 15.08%
$34.31 - $38.09 $44.1K - $48.9K
7.23K $274K
TNL
Travel & Leisure Co.

Consumer Cyclical
-1.68K
- 19.59%
$53.72 - $63.45 $90.5K - $107K
6.91K $411K
CCK
Crown Holdings Inc

Consumer Cyclical
-94
- 2.74%
$92.19 - $108.12 $8.67K - $10.2K
3.33K $321K
WELL
Welltower Inc.

Real Estate
-314
- 10.61%
$150.71 - $178.14 $47.3K - $55.9K
2.65K $471K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-362
- 9.77%
$185.88 - $207.44 $67.3K - $75.1K
3.34K $671K
VOYA
Voya Financial, Inc.

Financial Services
-457
- 5.69%
$67.31 - $77.62 $30.8K - $35.5K
7.58K $566K
UHS
Universal Health Services Inc

Healthcare
-259
- 5.2%
$154.95 - $204.44 $40.1K - $52.9K
4.72K $965K
NXST
Nexstar Media Group, Inc.

Communication Services
-20
- 1.13%
$176.71 - $211.31 $3.53K - $4.23K
1.75K $346K
CCL
Carnival Corp

Consumer Cyclical
-2.21K
- 22.02%
$28.37 - $32.49 $62.8K - $71.9K
7.84K $226K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-115
- 1.78%
$53.81 - $57.52 $6.19K - $6.61K
6.34K $364K
RMD
Resmed Inc

Healthcare
-137
- 10.13%
$252.01 - $293.73 $34.5K - $40.2K
1.22K $332K
EMR
Emerson Electric CO

Industrials
-224
- 7.67%
$128.6 - $149.63 $28.8K - $33.5K
2.7K $353K
TTEK
Tetra Tech Inc

Industrials
-28
- 0.34%
$33.1 - $38.34 $927 - $1.07K
8.21K $274K
NEE
Nextera Energy Inc

Utilities
-278
- 2.32%
$69.77 - $77.54 $19.4K - $21.6K
11.7K $882K
BWA
Borgwarner Inc

Consumer Cyclical
-9.18K
- 32.09%
$34.53 - $44.44 $317K - $408K
19.4K $853K
LDOS
Leidos Holdings, Inc.

Technology
-653
- 22.4%
$159.2 - $188.96 $104K - $123K
2.26K $427K
ATO
Atmos Energy Corp

Utilities
-57
- 2.03%
$151.51 - $170.75 $8.64K - $9.73K
2.76K $470K
NUE
Nucor Corp

Basic Materials
-66
- 2.08%
$133.3 - $150.33 $8.8K - $9.92K
3.1K $420K
GNRC
Generac Holdings Inc.

Industrials
-191
- 10.78%
$146.61 - $202.85 $28K - $38.7K
1.58K $264K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-838
- 6.9%
$20.88 - $26.57 $17.5K - $22.3K
11.3K $241K
ENSG
Ensign Group, Inc

Healthcare
-594
- 17.65%
$136.36 - $174.12 $81K - $103K
2.77K $478K
ARES
Ares Management Corp

Financial Services
-38
- 0.99%
$159.89 - $192.76 $6.08K - $7.32K
3.79K $605K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-444
- 27.61%
$301.44 - $365.84 $134K - $162K
1.16K $376K
TDY
Teledyne Technologies Inc

Technology
-46
- 5.49%
$509.51 - $586.04 $23.4K - $27K
792 $464K
QCOM
Qualcomm Inc

Technology
-432
- 4.42%
$145.84 - $173.55 $63K - $75K
9.34K $1.55M
HII
Huntington Ingalls Industries, Inc.

Industrials
-120
- 11.31%
$246.31 - $287.91 $29.6K - $34.5K
941 $270K
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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