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
ADI
Analog Devices Inc

Technology
-236
- 9.26%
$220.68 - $255.63 $52.1K - $60.3K
2.31K $568K
XEL
Xcel Energy Inc

Utilities
-38
- 0.63%
$67.56 - $80.65 $2.57K - $3.06K
5.97K $481K
HST
Host Hotels & Resorts, Inc.

Real Estate
-2.25K
- 6.1%
$15.27 - $17.68 $34.3K - $39.7K
34.6K $588K
SXI
Standex International Corp

Industrials
-325
- 12.11%
$154.17 - $214.67 $50.1K - $69.8K
2.36K $499K
LEN
Lennar Corp

Consumer Cyclical
-133
- 1.81%
$107.73 - $142.4 $14.3K - $18.9K
7.22K $910K
NXPI
Nxp Semiconductors N.V.

Technology
-194
- 6.59%
$205.16 - $239.07 $39.8K - $46.4K
2.75K $626K
NTAP
Net App, Inc.

Technology
-35
- 1.52%
$101.1 - $126.36 $3.54K - $4.42K
2.28K $269K
THC
Tenet Healthcare Corp

Healthcare
-209
- 12.5%
$148.38 - $203.04 $31K - $42.4K
1.46K $297K
SONY
Sony Group Corp

Technology
-941
- 3.13%
$23.92 - $30.07 $22.5K - $28.3K
29.1K $837K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.14K
- 8.28%
$53.54 - $64.21 $61K - $73.1K
12.6K $753K
CGNX
Cognex Corp

Technology
-272
- 3.87%
$31.85 - $46.54 $8.66K - $12.7K
6.76K $306K
BX
Blackstone Inc.

Financial Services
-262
- 5.65%
$152.77 - $188.68 $40K - $49.4K
4.38K $747K
EHC
Encompass Health Corp

Healthcare
-341
- 5.93%
$107.13 - $127.02 $36.5K - $43.3K
5.41K $687K
AXP
American Express CO

Financial Services
-1.76K
- 15.9%
$294.27 - $342.31 $517K - $602K
9.3K $3.09M
EME
Emcor Group, Inc.

Industrials
-31
- 5.69%
$530.88 - $655.83 $16.5K - $20.3K
514 $333K
MCHP
Microchip Technology Inc

Technology
-567
- 5.12%
$60.95 - $75.26 $34.6K - $42.7K
10.5K $675K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.85K
- 5.91%
$14.73 - $19.31 $27.3K - $35.8K
29.5K $567K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-60
- 1.75%
$171.01 - $228.24 $10.3K - $13.7K
3.36K $719K
VMI
Valmont Industries Inc

Industrials
-14
- 0.92%
$328.58 - $387.73 $4.6K - $5.43K
1.5K $582K
PH
Parker Hannifin Corp

Industrials
-75
- 5.36%
$697.13 - $769.67 $52.3K - $57.7K
1.32K $1M
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 6.36%
$94.4 - $104.27 $113K - $124K
17.6K $1.81M
SCHW
Schwab Charles Corp

Financial Services
-166
- 1.45%
$91.03 - $98.69 $15.1K - $16.4K
11.3K $1.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
-32
- 2.2%
$412.46 - $514.1 $13.2K - $16.5K
1.42K $698K
NET
Cloudflare, Inc.

Technology
-210
- 8.33%
$181.39 - $228.28 $38.1K - $47.9K
2.31K $495K
MO
Altria Group, Inc.

Consumer Defensive
-1.19K
- 2.44%
$57.75 - $67.68 $68.8K - $80.6K
47.6K $3.15M
SPOT
Spotify Technology S.A.

Communication Services
-202
- 8.04%
$620.01 - $738.53 $125K - $149K
2.31K $1.61M
NSC
Norfolk Southern Corp

Industrials
-178
- 3.95%
$259.49 - $300.41 $46.2K - $53.5K
4.33K $1.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.58K
- 17.48%
$10.78 - $19.82 $81.7K - $150K
35.8K $699K
RL
Ralph Lauren Corp

Consumer Cyclical
-229
- 6.93%
$272.1 - $320.75 $62.3K - $73.5K
3.08K $964K
MS
Morgan Stanley

Financial Services
-71
- 1.07%
$139.09 - $161.16 $9.88K - $11.4K
6.57K $1.04M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.07K
- 3.39%
$27.67 - $33.53 $29.7K - $35.9K
30.5K $982K
APH
Amphenol Corp

Technology
-1.37K
- 15.07%
$97.39 - $125.4 $133K - $171K
7.71K $953K
GS
Goldman Sachs Group Inc

Financial Services
-470
- 15.07%
$696.56 - $806.32 $327K - $379K
2.65K $2.11M
CBRE
Cbre Group, Inc.

Real Estate
-162
- 0.92%
$137.04 - $165.9 $22.2K - $26.9K
17.4K $2.74M
SHOP
Shopify Inc.

Technology
-3.18K
- 18.0%
$112.11 - $157.12 $356K - $499K
14.5K $2.15M
RTX
Raytheon Technologies Corp

Industrials
-603
- 3.61%
$144.19 - $167.33 $86.9K - $101K
16.1K $2.7M
NFLX
Netflix Inc

Communication Services
-102
- 3.37%
$1147.87 - $1297.18 $117K - $132K
2.93K $3.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
-309
- 3.29%
$617.65 - $666.84 $191K - $206K
9.07K $6.04M
APP
App Lovin Corp

Technology
-104
- 5.31%
$335.1 - $718.54 $34.9K - $74.7K
1.86K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.42K
- 6.82%
$211.65 - $238.24 $936K - $1.05M
60.5K $13.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.54K
- 20.52%
$293.94 - $444.72 $747K - $1.13M
9.84K $4.38M
ORCL
Oracle Corp

Technology
-3.36K
- 16.81%
$218.96 - $328.33 $737K - $1.1M
16.6K $4.68M
GOOG
Alphabet Inc.

Communication Services
-4.87K
- 12.18%
$175.16 - $255.24 $853K - $1.24M
35.1K $8.54M
AAPL
Apple Inc.

Technology
-2.82K
- 2.59%
$202.38 - $256.87 $572K - $725K
106K $27.1M
ITT
Itt Inc.

Industrials
-61
- 0.1%
$155.93 - $182.88 $9.51K - $11.2K
59.2K $10.6M
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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