Personal Cfo Solutions
Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CB, AAPL, PAPR, EFA, MSFT, and represent 18.65% of Personal Cfo Solutions's stock portfolio.
- Added to shares of these 10 stocks: PAPR (+$20M), EFA (+$18M), IAPR (+$11M), BAPR (+$11M), KAPR (+$11M), NAPR (+$6.7M), CB (+$6.0M), NVDA (+$6.0M), EAPR, FTLS.
- Started 64 new stock positions in IWS, SQQQ, VXUS, VTRS, OC, DMLP, BND, RCL, DYNF, SMH.
- Reduced shares in these 10 stocks: IWM (-$19M), PMAR (-$19M), IMAR (-$11M), BMAR (-$11M), KJAN (-$11M), NJAN (-$6.3M), GLTR, EJAN, , FDLO.
- Sold out of its positions in ARKW, GLTR, AKAM, ALGN, ARVN, AIZ, BKR, OZK, CAH, CRL.
- Personal Cfo Solutions was a net buyer of stock by $13M.
- Personal Cfo Solutions has $651M in assets under management (AUM), dropping by 1.55%.
- Central Index Key (CIK): 0001677501
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Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 531 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Personal Cfo Solutions has 531 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Personal Cfo Solutions June 30, 2024 positions
- Download the Personal Cfo Solutions June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chubb (CB) | 7.6 | $49M | +13% | 193k | 255.08 |
|
| Apple (AAPL) | 3.1 | $20M | +12% | 97k | 210.62 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 3.0 | $20M | NEW | 566k | 34.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.8 | $18M | +3291% | 232k | 78.33 |
|
| Microsoft Corporation (MSFT) | 2.2 | $14M | 31k | 446.96 |
|
|
| Amazon (AMZN) | 2.1 | $14M | 72k | 193.25 |
|
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 1.8 | $11M | NEW | 422k | 27.04 |
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 1.7 | $11M | NEW | 269k | 41.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $11M | +2% | 60k | 182.15 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 1.6 | $11M | NEW | 348k | 30.80 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $9.2M | +5% | 18k | 500.12 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.4 | $9.1M | +4% | 304k | 30.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $8.3M | +5% | 45k | 183.42 |
|
| CNA Financial Corporation (CNA) | 1.3 | $8.2M | 178k | 46.07 |
|
|
| Itt (ITT) | 1.2 | $7.7M | 60k | 129.18 |
|
|
| Innovator Etfs Trust GRWT100 PWR BF (NAPR) | 1.0 | $6.7M | NEW | 140k | 47.64 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $6.6M | +939% | 54k | 123.54 |
|
| Merck & Co (MRK) | 1.0 | $6.4M | +2% | 51k | 123.80 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $6.1M | 35k | 171.52 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.9 | $6.0M | 116k | 52.23 |
|
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.9 | $5.8M | +3% | 126k | 46.01 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.8 | $5.4M | 83k | 65.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $4.9M | +8% | 64k | 77.76 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.7 | $4.6M | NEW | 176k | 25.86 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $4.5M | +6% | 28k | 164.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.5M | +5% | 8.3k | 544.19 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $4.4M | +3% | 31k | 142.74 |
|
| Proshares Tr Hd Replication (HDG) | 0.7 | $4.4M | 90k | 48.85 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $4.4M | 37k | 118.60 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.9M | +2% | 7.1k | 547.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.8M | 9.4k | 406.82 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $3.8M | NEW | 60k | 62.59 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $3.7M | -5% | 80k | 46.78 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $3.7M | -7% | 48k | 77.14 |
|
| Visa Com Cl A (V) | 0.6 | $3.7M | 14k | 262.47 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.5M | +4% | 30k | 115.12 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.5M | -12% | 11k | 303.42 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $3.4M | +43% | 43k | 78.05 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.5 | $3.4M | +166% | 19k | 175.78 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.3M | 7.6k | 441.15 |
|
|
| Tesla Motors (TSLA) | 0.5 | $3.3M | 17k | 197.88 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $3.3M | +7% | 85k | 39.05 |
|
| General Dynamics Corporation (GD) | 0.4 | $2.9M | 9.9k | 290.14 |
|
|
| American Express Company (AXP) | 0.4 | $2.9M | +5% | 12k | 231.55 |
|
| Chevron Corporation (CVX) | 0.4 | $2.7M | 17k | 156.42 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.7M | -6% | 4.9k | 555.54 |
|
| Verizon Communications (VZ) | 0.4 | $2.7M | +22% | 66k | 41.24 |
|
| Pfizer (PFE) | 0.4 | $2.7M | +27% | 97k | 27.98 |
|
| Servicenow (NOW) | 0.4 | $2.7M | -2% | 3.4k | 786.61 |
|
| Netflix (NFLX) | 0.4 | $2.7M | -22% | 3.9k | 674.95 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.5M | +13% | 2.8k | 905.43 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.4M | 11k | 215.02 |
|
|
| UnitedHealth (UNH) | 0.4 | $2.4M | 4.7k | 509.22 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $2.4M | +6% | 4.7k | 504.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | +4% | 4.6k | 479.15 |
|
| Altria (MO) | 0.3 | $2.1M | +8% | 47k | 45.55 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.1M | 55k | 39.16 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.1M | -4% | 23k | 91.15 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $2.1M | NEW | 59k | 35.03 |
|
| salesforce (CRM) | 0.3 | $2.1M | -2% | 8.0k | 257.10 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.0M | +98% | 12k | 173.81 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -3% | 14k | 146.17 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.0M | +3% | 3.6k | 553.08 |
|
| Abbvie (ABBV) | 0.3 | $2.0M | 11k | 171.53 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.9M | 9.3k | 202.25 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | 6.9k | 267.49 |
|
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.3 | $1.8M | +4% | 76k | 23.20 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.7M | -5% | 32k | 54.49 |
|
| Icon SHS (ICLR) | 0.3 | $1.7M | 5.5k | 313.47 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | -23% | 17k | 100.39 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.7M | -3% | 16k | 103.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.7M | 9.3k | 182.54 |
|
|
| Canadian Pacific Kansas City (CP) | 0.3 | $1.7M | -10% | 21k | 78.73 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.6M | +38% | 21k | 77.99 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.3 | $1.6M | +5% | 17k | 95.53 |
|
| Broadcom (AVGO) | 0.2 | $1.6M | +10% | 1.0k | 1604.80 |
|
| At&t (T) | 0.2 | $1.6M | -6% | 84k | 19.11 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $1.6M | -6% | 17k | 94.27 |
|
| Cbre Group Cl A (CBRE) | 0.2 | $1.5M | 17k | 89.11 |
|
|
| Ferrari Nv Ord (RACE) | 0.2 | $1.5M | -8% | 3.8k | 408.37 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.2 | $1.5M | NEW | 14k | 110.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | +77% | 4.1k | 364.55 |
|
| Intuit (INTU) | 0.2 | $1.5M | 2.3k | 657.25 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.5M | +10% | 16k | 89.72 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.4M | +75% | 8.2k | 174.47 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $1.4M | -4% | 14k | 100.89 |
|
| Qualcomm (QCOM) | 0.2 | $1.4M | +2% | 7.1k | 199.17 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | -24% | 1.4k | 1022.70 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.4M | -8% | 23k | 59.06 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.3M | -4% | 8.0k | 164.93 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.3M | 8.7k | 151.63 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | 33k | 39.77 |
|
|
| Linde SHS (LIN) | 0.2 | $1.3M | 3.0k | 438.77 |
|
|
| Simon Property (SPG) | 0.2 | $1.3M | +2% | 8.5k | 151.80 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.3M | 8.6k | 149.87 |
|
|
| Carrier Global Corporation (CARR) | 0.2 | $1.3M | +59% | 20k | 63.08 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $1.3M | +49% | 25k | 50.37 |
|
| Coca-Cola Company (KO) | 0.2 | $1.3M | +3% | 20k | 63.65 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $1.2M | 16k | 78.58 |
|
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | -15% | 2.1k | 584.15 |
|
| Goldman Sachs (GS) | 0.2 | $1.2M | +21% | 2.7k | 452.34 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.2M | -3% | 7.0k | 173.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | +28% | 13k | 92.54 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | +25% | 74k | 16.22 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +30% | 29k | 41.53 |
|
| Applied Materials (AMAT) | 0.2 | $1.2M | 5.0k | 235.97 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $1.2M | +4% | 6.7k | 173.37 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -8% | 1.4k | 850.12 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | -11% | 14k | 81.65 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.2M | 2.7k | 427.21 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 17k | 67.71 |
|
|
| Dominion Resources (D) | 0.2 | $1.1M | 23k | 49.00 |
|
|
| Aon Shs Cl A (AON) | 0.2 | $1.1M | -12% | 3.9k | 293.57 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.1M | +2% | 7.1k | 158.97 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.1M | -2% | 5.5k | 201.69 |
|
| Southern Company (SO) | 0.2 | $1.1M | 14k | 77.57 |
|
|
| Workday Cl A (WDAY) | 0.2 | $1.1M | -5% | 4.9k | 223.56 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $1.1M | -23% | 36k | 30.36 |
|
| Icici Bank Adr (IBN) | 0.2 | $1.1M | 38k | 28.81 |
|
|
| Ferguson SHS | 0.2 | $1.1M | 5.5k | 193.66 |
|
|
| Home Depot (HD) | 0.2 | $1.1M | -3% | 3.1k | 344.24 |
|
| Cigna Corp (CI) | 0.2 | $1.0M | -2% | 3.2k | 330.61 |
|
| Lowe's Companies (LOW) | 0.2 | $1.0M | +12% | 4.7k | 220.44 |
|
| Pepsi (PEP) | 0.2 | $1.0M | +6% | 6.3k | 164.93 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.0M | -2% | 17k | 59.39 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $1.0M | +2% | 18k | 54.75 |
|
| Skyworks Solutions (SWKS) | 0.2 | $1.0M | -10% | 9.4k | 106.57 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.0M | -4% | 6.4k | 156.76 |
|
| Norfolk Southern (NSC) | 0.2 | $1000k | 4.7k | 214.68 |
|
|
| Amgen (AMGN) | 0.2 | $992k | +3% | 3.2k | 312.43 |
|
| Waste Connections (WCN) | 0.2 | $985k | 5.6k | 175.37 |
|
|
| Cisco Systems (CSCO) | 0.2 | $983k | -5% | 21k | 47.51 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $973k | -10% | 5.5k | 176.88 |
|
| MercadoLibre (MELI) | 0.1 | $953k | -12% | 580.00 | 1643.40 |
|
| First Tr Exchange-traded Emerging Mkts (RNEM) | 0.1 | $947k | +29% | 18k | 52.64 |
|
| Shopify Cl A (SHOP) | 0.1 | $939k | NEW | 14k | 66.05 |
|
| Steris Shs Usd (STE) | 0.1 | $934k | 4.3k | 219.56 |
|
|
| Msci (MSCI) | 0.1 | $921k | +266% | 1.9k | 481.77 |
|
| International Business Machines (IBM) | 0.1 | $913k | 5.3k | 172.96 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $899k | +74% | 5.3k | 170.76 |
|
| Pmv Pharmaceuticals (PMVP) | 0.1 | $892k | 550k | 1.62 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $877k | 30k | 29.54 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $877k | -3% | 12k | 73.69 |
|
| Xylem (XYL) | 0.1 | $871k | 6.4k | 135.63 |
|
|
| Medtronic SHS (MDT) | 0.1 | $866k | -2% | 11k | 78.71 |
|
| Tapestry (TPR) | 0.1 | $862k | 20k | 42.79 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $860k | -2% | 3.8k | 226.24 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $859k | -95% | 4.2k | 202.89 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $854k | +213% | 9.8k | 86.90 |
|
| Public Service Enterprise (PEG) | 0.1 | $849k | 12k | 73.70 |
|
|
| Rb Global (RBA) | 0.1 | $843k | 11k | 76.36 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $840k | 11k | 76.57 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $840k | -24% | 4.0k | 210.70 |
|
| ConocoPhillips (COP) | 0.1 | $838k | -2% | 7.3k | 114.38 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $826k | -2% | 11k | 76.58 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $823k | -2% | 5.6k | 145.75 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $819k | 31k | 26.67 |
|
|
| Danaher Corporation (DHR) | 0.1 | $809k | 3.2k | 249.87 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $809k | -2% | 12k | 68.14 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $804k | +6% | 7.1k | 112.92 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $803k | +2% | 62k | 12.89 |
|
| Oracle Corporation (ORCL) | 0.1 | $803k | -40% | 5.7k | 141.19 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $800k | 14k | 58.64 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $791k | -2% | 19k | 41.11 |
|
| Pulte (PHM) | 0.1 | $790k | 7.2k | 110.10 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $787k | +7% | 4.3k | 182.00 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $782k | -16% | 2.9k | 269.06 |
|
| Gartner (IT) | 0.1 | $776k | +7% | 1.7k | 449.06 |
|
| D.R. Horton (DHI) | 0.1 | $775k | 5.5k | 140.93 |
|
|
| Honeywell International (HON) | 0.1 | $772k | 3.6k | 213.52 |
|
|
| CF Industries Holdings (CF) | 0.1 | $769k | 10k | 74.12 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $769k | 1.5k | 505.85 |
|
|
| Juniper Networks (JNPR) | 0.1 | $761k | 21k | 36.46 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $758k | 2.9k | 258.02 |
|
|
| Moody's Corporation (MCO) | 0.1 | $757k | 1.8k | 420.82 |
|
|
| Dentsply Sirona (XRAY) | 0.1 | $753k | NEW | 30k | 24.91 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $741k | NEW | 2.4k | 313.78 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $738k | +3% | 6.9k | 106.66 |
|
| Emerson Electric (EMR) | 0.1 | $735k | -5% | 6.7k | 110.16 |
|
| NVR (NVR) | 0.1 | $729k | 96.00 | 7588.56 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $723k | 19k | 38.41 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $721k | -5% | 18k | 39.70 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $717k | -2% | 8.9k | 81.01 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $711k | -3% | 5.8k | 121.87 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $702k | -2% | 7.9k | 88.30 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $698k | 4.0k | 175.06 |
|
|
| FedEx Corporation (FDX) | 0.1 | $697k | +125% | 2.3k | 299.78 |
|
| Boeing Company (BA) | 0.1 | $685k | +2% | 3.8k | 182.02 |
|
| Citigroup Com New (C) | 0.1 | $685k | -7% | 11k | 63.46 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $677k | +9% | 3.5k | 194.53 |
|
| Corning Incorporated (GLW) | 0.1 | $670k | -5% | 17k | 38.85 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $664k | 2.6k | 257.31 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $660k | +15% | 6.2k | 106.47 |
|
| McDonald's Corporation (MCD) | 0.1 | $656k | -5% | 2.6k | 254.82 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $650k | +39% | 14k | 46.33 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $650k | -17% | 2.4k | 265.95 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $649k | -7% | 24k | 26.57 |
|
| Philip Morris International (PM) | 0.1 | $645k | -2% | 6.4k | 101.33 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $639k | +26% | 62k | 10.39 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $633k | +10% | 13k | 49.42 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $630k | 14k | 46.77 |
|
|
| AmerisourceBergen (COR) | 0.1 | $628k | 2.8k | 225.31 |
|
|
| Corteva (CTVA) | 0.1 | $627k | -2% | 12k | 53.94 |
|
| Enterprise Products Partners (EPD) | 0.1 | $626k | 22k | 28.98 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $622k | +158% | 6.1k | 102.30 |
|
| Constellation Energy (CEG) | 0.1 | $622k | +10% | 3.1k | 200.30 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $620k | +5% | 7.0k | 88.12 |
|
| Morgan Stanley Com New (MS) | 0.1 | $620k | -2% | 6.4k | 97.19 |
|
| Coupang Cl A (CPNG) | 0.1 | $609k | NEW | 29k | 20.95 |
|
| BlackRock (BLK) | 0.1 | $600k | -13% | 762.00 | 787.24 |
|
| Hess (HES) | 0.1 | $600k | +49% | 4.1k | 147.52 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $598k | 6.2k | 95.65 |
|
|
| Voya Financial (VOYA) | 0.1 | $595k | NEW | 8.4k | 71.15 |
|
| Microchip Technology (MCHP) | 0.1 | $594k | +5% | 6.5k | 91.50 |
|
| Eastman Chemical Company (EMN) | 0.1 | $593k | -5% | 6.1k | 97.96 |
|
| Centene Corporation (CNC) | 0.1 | $592k | -11% | 8.9k | 66.30 |
|
| Nucor Corporation (NUE) | 0.1 | $588k | 3.7k | 158.10 |
|
|
| Canadian Natural Resources (CNQ) | 0.1 | $587k | +86% | 17k | 35.60 |
|
| Dupont De Nemours (DD) | 0.1 | $586k | +9% | 7.3k | 80.50 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $582k | -3% | 1.3k | 444.85 |
|
| Autodesk (ADSK) | 0.1 | $579k | -63% | 2.3k | 247.45 |
|
| Analog Devices (ADI) | 0.1 | $579k | -2% | 2.5k | 228.28 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $577k | +19% | 4.3k | 133.29 |
|
| Nike CL B (NKE) | 0.1 | $574k | -17% | 7.6k | 75.37 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $573k | 5.7k | 100.23 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $572k | 2.3k | 249.66 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $571k | +2% | 9.5k | 59.89 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $570k | NEW | 15k | 37.02 |
|
| Intel Corporation (INTC) | 0.1 | $565k | +4% | 18k | 30.97 |
|
| PNC Financial Services (PNC) | 0.1 | $563k | -2% | 3.6k | 155.49 |
|
| Ensign (ENSG) | 0.1 | $558k | -4% | 4.5k | 123.69 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $555k | +3% | 528.00 | 1051.03 |
|
| Ecolab (ECL) | 0.1 | $550k | +21% | 2.3k | 237.95 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $547k | -4% | 9.6k | 56.68 |
|
| Discover Financial Services (DFS) | 0.1 | $542k | -6% | 4.1k | 130.81 |
|
| Eaton Corp SHS (ETN) | 0.1 | $542k | -7% | 1.7k | 313.59 |
|
| BP Sponsored Adr (BP) | 0.1 | $536k | +3% | 15k | 36.10 |
|
| Walt Disney Company (DIS) | 0.1 | $533k | -2% | 5.4k | 99.29 |
|
| Encompass Health Corp (EHC) | 0.1 | $529k | -7% | 6.2k | 85.79 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $526k | -2% | 3.4k | 153.91 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $521k | NEW | 11k | 46.94 |
|
| 3M Company (MMM) | 0.1 | $519k | +17% | 5.1k | 102.19 |
|
| Ardelyx (ARDX) | 0.1 | $519k | 70k | 7.41 |
|
|
| TJX Companies (TJX) | 0.1 | $518k | -5% | 4.7k | 110.10 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $501k | 12k | 43.56 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $501k | 46k | 10.80 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $498k | +25% | 1.3k | 383.19 |
|
| Martin Marietta Materials (MLM) | 0.1 | $495k | 913.00 | 541.84 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $493k | +7% | 4.1k | 118.79 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $491k | 11k | 43.76 |
|
Past Filings by Personal Cfo Solutions
SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019
- Personal Cfo Solutions 2024 Q2 filed Aug. 9, 2024
- Personal Cfo Solutions 2024 Q1 filed May 13, 2024
- Personal Cfo Solutions 2023 Q3 filed Nov. 13, 2023
- Personal Cfo Solutions 2023 Q2 filed Aug. 10, 2023
- Personal Cfo Solutions 2023 Q1 filed May 9, 2023
- Personal Cfo Solutions 2022 Q4 filed Feb. 14, 2023
- Personal Cfo Solutions 2022 Q3 filed Nov. 1, 2022
- Personal Cfo Solutions 2022 Q2 filed Aug. 5, 2022
- Personal Cfo Solutions 2022 Q1 filed May 2, 2022
- Personal Cfo Solutions 2021 Q4 filed Feb. 11, 2022
- Personal Cfo Solutions 2021 Q3 filed Nov. 18, 2021
- Personal Cfo Solutions 2021 Q2 filed July 22, 2021
- Personal Cfo Solutions 2021 Q1 filed April 21, 2021
- Personal Cfo Solutions 2020 Q4 filed Feb. 9, 2021
- Personal Cfo Solutions 2020 Q3 filed Nov. 2, 2020
- Personal Cfo Solutions 2020 Q2 filed Aug. 3, 2020