Personal Cfo Solutions
Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CB, AAPL, GOOGL, MSFT, NVDA, and represent 23.91% of Personal Cfo Solutions's stock portfolio.
- Added to shares of these 10 stocks: TMB (+$12M), AAPL (+$9.3M), IWF (+$8.7M), EFG (+$5.8M), NFLX, NOW, IWD, GOOG, NVDA, AMZN.
- Started 37 new stock positions in ELS, SCHG, IWD, RDDT, GEN, NWG, FITB, CL, CWK, BMI.
- Reduced shares in these 10 stocks: IWM, SLV, IPG, SCHD, WDAY, SAP, AMAT, EBAY, PANW, SKYY.
- Sold out of its positions in AL, BR, CBT, CNXC, DRI, DASH, EBAY, EXAS, GDDY, GRFS.
- Personal Cfo Solutions was a net buyer of stock by $51M.
- Personal Cfo Solutions has $630M in assets under management (AUM), dropping by 10.51%.
- Central Index Key (CIK): 0001677501
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Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 504 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Personal Cfo Solutions has 504 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Personal Cfo Solutions Dec. 31, 2025 positions
- Download the Personal Cfo Solutions December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chubb (CB) | 9.6 | $60M | 193k | 312.12 |
|
|
| Apple (AAPL) | 6.1 | $38M | +32% | 141k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $18M | 58k | 313.00 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $17M | +2% | 36k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $17M | +7% | 89k | 186.50 |
|
| Amazon (AMZN) | 2.4 | $15M | +7% | 65k | 230.82 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $15M | -6% | 59k | 246.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $12M | +10% | 39k | 313.80 |
|
| Thornburg Etf Tr Multi Sector Bd (TMB) | 1.8 | $12M | NEW | 448k | 25.58 |
|
| Itt (ITT) | 1.6 | $10M | 59k | 173.51 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 1.4 | $9.0M | 116k | 77.74 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $8.7M | NEW | 18k | 473.31 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $6.4M | +3% | 9.4k | 681.89 |
|
| Broadcom (AVGO) | 0.9 | $5.9M | +2% | 17k | 346.10 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $5.8M | NEW | 51k | 113.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.5M | +5% | 11k | 502.65 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.9 | $5.5M | +4% | 121k | 45.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $5.3M | 13k | 396.30 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $5.0M | +6% | 4.6k | 1074.58 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $4.9M | +2% | 16k | 303.89 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $4.8M | -10% | 176k | 27.43 |
|
| Visa Com Cl A (V) | 0.7 | $4.5M | 13k | 350.70 |
|
|
| Tesla Motors (TSLA) | 0.7 | $4.4M | 9.9k | 449.73 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $4.4M | +8% | 6.7k | 660.10 |
|
| Boeing Company (BA) | 0.6 | $4.1M | 19k | 217.12 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $4.1M | 7.1k | 570.89 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $3.9M | 48k | 80.63 |
|
|
| Chevron Corporation (CVX) | 0.6 | $3.8M | 25k | 152.41 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.7M | +2% | 31k | 120.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.3M | -2% | 10k | 322.22 |
|
| American Express Company (AXP) | 0.5 | $3.3M | -4% | 8.9k | 369.94 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.2M | -2% | 16k | 194.90 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.9M | 16k | 183.39 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $2.8M | 14k | 206.95 |
|
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| Verizon Communications (VZ) | 0.4 | $2.8M | 68k | 40.73 |
|
|
| Cbre Group Cl A (CBRE) | 0.4 | $2.8M | 17k | 160.79 |
|
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| Altria (MO) | 0.4 | $2.7M | 47k | 57.66 |
|
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| Merck & Co (MRK) | 0.4 | $2.6M | 24k | 105.26 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $2.6M | +9% | 16k | 160.97 |
|
| Goldman Sachs (GS) | 0.4 | $2.4M | +2% | 2.7k | 878.85 |
|
| Philip Morris International (PM) | 0.4 | $2.4M | +2% | 15k | 160.40 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.3M | +2% | 2.2k | 1070.03 |
|
| Ge Aerospace Com New (GE) | 0.4 | $2.2M | 7.3k | 308.02 |
|
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| Palantir Technologies Cl A (PLTR) | 0.4 | $2.2M | +3% | 13k | 177.75 |
|
| Netflix (NFLX) | 0.3 | $2.2M | +701% | 23k | 93.76 |
|
| At&t (T) | 0.3 | $2.2M | -4% | 88k | 24.84 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.2M | 6.4k | 336.67 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.3 | $2.1M | +3% | 20k | 105.69 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.1M | +7% | 19k | 111.41 |
|
| McKesson Corporation (MCK) | 0.3 | $2.1M | +6% | 2.5k | 820.35 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.0M | 37k | 55.00 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.3 | $2.0M | -14% | 15k | 130.08 |
|
| Sea Sponsord Ads (SE) | 0.3 | $2.0M | +3% | 15k | 127.57 |
|
| Servicenow (NOW) | 0.3 | $2.0M | +448% | 13k | 153.19 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $1.9M | +98% | 43k | 44.71 |
|
| Astrazeneca Sponsored Adr | 0.3 | $1.9M | +7% | 20k | 91.93 |
|
| Capital One Financial (COF) | 0.3 | $1.8M | +5% | 7.4k | 242.37 |
|
| Intuit (INTU) | 0.3 | $1.8M | 2.7k | 662.51 |
|
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| Coca-Cola Company (KO) | 0.3 | $1.8M | +9% | 25k | 69.91 |
|
| Aon Shs Cl A (AON) | 0.3 | $1.7M | -4% | 4.9k | 352.85 |
|
| Pfizer (PFE) | 0.3 | $1.7M | 69k | 24.90 |
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| Spdr Series Trust State Street Spd (JNK) | 0.3 | $1.7M | 17k | 97.21 |
|
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| W.R. Berkley Corporation (WRB) | 0.3 | $1.6M | -2% | 23k | 70.12 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $1.6M | -21% | 6.7k | 242.90 |
|
| Qualcomm (QCOM) | 0.3 | $1.6M | 9.3k | 171.05 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $1.6M | -7% | 5.7k | 275.40 |
|
| International Business Machines (IBM) | 0.2 | $1.5M | -2% | 5.2k | 296.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | NEW | 7.3k | 210.34 |
|
| UnitedHealth (UNH) | 0.2 | $1.5M | -13% | 4.6k | 330.08 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.5M | -2% | 16k | 93.20 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.5M | -17% | 12k | 125.29 |
|
| Abbvie (ABBV) | 0.2 | $1.5M | +2% | 6.4k | 228.49 |
|
| Uber Technologies (UBER) | 0.2 | $1.5M | +2% | 18k | 81.71 |
|
| Cisco Systems (CSCO) | 0.2 | $1.4M | +9% | 19k | 77.03 |
|
| Citigroup Com New (C) | 0.2 | $1.4M | +9% | 12k | 116.69 |
|
| Yum! Brands (YUM) | 0.2 | $1.4M | +32% | 9.5k | 151.27 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | -7% | 4.1k | 349.99 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.4M | +9% | 1.9k | 771.93 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.4M | -2% | 47k | 29.89 |
|
| Dominion Resources (D) | 0.2 | $1.4M | +3% | 24k | 58.59 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.4M | +18% | 9.8k | 143.31 |
|
| Omni (OMC) | 0.2 | $1.4M | +137% | 17k | 80.75 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.3M | +7% | 2.0k | 673.70 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.3M | -10% | 25k | 53.94 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | 80k | 16.49 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.3M | 2.7k | 487.88 |
|
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | +128% | 2.3k | 566.36 |
|
| Linde SHS (LIN) | 0.2 | $1.3M | -11% | 3.1k | 426.45 |
|
| Carrier Global Corporation (CARR) | 0.2 | $1.3M | +16% | 25k | 52.84 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | -8% | 1.5k | 862.61 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.3M | 10k | 125.81 |
|
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| Nike CL B (NKE) | 0.2 | $1.3M | 20k | 63.71 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | 4.7k | 268.31 |
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| TJX Companies (TJX) | 0.2 | $1.2M | -6% | 8.1k | 153.60 |
|
| Synopsys (SNPS) | 0.2 | $1.2M | 2.6k | 469.72 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | +5% | 2.1k | 579.43 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.2M | +6% | 12k | 99.91 |
|
| Expedia Group Com New (EXPE) | 0.2 | $1.2M | +24% | 4.2k | 283.34 |
|
| Southern Company (SO) | 0.2 | $1.2M | -4% | 14k | 87.20 |
|
| Msci (MSCI) | 0.2 | $1.2M | -4% | 2.0k | 573.85 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.2M | -13% | 2.0k | 580.76 |
|
| Rb Global (RBA) | 0.2 | $1.1M | 11k | 102.87 |
|
|
| Walt Disney Company (DIS) | 0.2 | $1.1M | +6% | 9.9k | 113.77 |
|
| Home Depot (HD) | 0.2 | $1.1M | 3.3k | 344.15 |
|
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.1M | 22k | 50.88 |
|
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| Ge Vernova (GEV) | 0.2 | $1.1M | +4% | 1.7k | 653.53 |
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| Norfolk Southern (NSC) | 0.2 | $1.1M | -11% | 3.8k | 288.75 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $1.1M | 1.6k | 676.53 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.1M | -41% | 17k | 64.42 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.1M | -6% | 6.2k | 177.52 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | +2% | 4.5k | 241.18 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $1.1M | 15k | 73.63 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | +2% | 13k | 84.21 |
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| Applied Materials (AMAT) | 0.2 | $1.1M | -26% | 4.2k | 257.01 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | -10% | 6.2k | 171.17 |
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| Medtronic SHS (MDT) | 0.2 | $1.1M | +2% | 11k | 96.06 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | -2% | 11k | 93.61 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.0M | -2% | 6.4k | 162.79 |
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| salesforce (CRM) | 0.2 | $1.0M | +4% | 3.9k | 264.92 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $1.0M | -5% | 2.9k | 353.63 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.0M | -2% | 7.5k | 135.14 |
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| Blackrock (BLK) | 0.2 | $1.0M | 949.00 | 1070.87 |
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| Hca Holdings (HCA) | 0.2 | $1.0M | -7% | 2.2k | 466.95 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $989k | -4% | 34k | 28.82 |
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| Corteva (CTVA) | 0.2 | $985k | -11% | 15k | 67.03 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $985k | +32% | 39k | 25.60 |
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| Ameriprise Financial (AMP) | 0.2 | $976k | -2% | 2.0k | 490.42 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $975k | -3% | 6.0k | 162.64 |
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| Constellation Energy (CEG) | 0.2 | $970k | +11% | 2.7k | 353.27 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $970k | 6.3k | 154.80 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $968k | 10k | 95.92 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $959k | -17% | 1.1k | 879.21 |
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| Nextera Energy (NEE) | 0.2 | $958k | +2% | 12k | 80.28 |
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| Corning Incorporated (GLW) | 0.2 | $955k | +5% | 11k | 87.56 |
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| Danaher Corporation (DHR) | 0.1 | $944k | +15% | 4.1k | 228.92 |
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| Universal Hlth Svcs CL B (UHS) | 0.1 | $936k | -9% | 4.3k | 218.02 |
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| Amgen (AMGN) | 0.1 | $924k | 2.8k | 327.34 |
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| Icici Bank Adr (IBN) | 0.1 | $917k | +2% | 31k | 29.80 |
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| Advanced Micro Devices (AMD) | 0.1 | $908k | +19% | 4.2k | 214.18 |
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| McDonald's Corporation (MCD) | 0.1 | $898k | 2.9k | 305.62 |
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| Ubs Group SHS (UBS) | 0.1 | $882k | 19k | 46.31 |
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| MercadoLibre (MELI) | 0.1 | $876k | -15% | 435.00 | 2014.26 |
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| Boston Scientific Corporation (BSX) | 0.1 | $866k | +4% | 9.1k | 95.35 |
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| Us Bancorp Del Com New (USB) | 0.1 | $863k | +4% | 16k | 53.36 |
|
| Waste Connections (WCN) | 0.1 | $852k | -2% | 4.9k | 175.37 |
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| CVS Caremark Corporation (CVS) | 0.1 | $852k | -3% | 11k | 79.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $847k | +26% | 1.8k | 468.87 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $839k | +100% | 5.8k | 143.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $829k | 8.6k | 96.03 |
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| BorgWarner (BWA) | 0.1 | $829k | -5% | 18k | 45.06 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $821k | +4% | 52k | 15.86 |
|
| Moody's Corporation (MCO) | 0.1 | $818k | 1.6k | 510.96 |
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| Air Products & Chemicals (APD) | 0.1 | $793k | -2% | 3.2k | 247.00 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $787k | -3% | 47k | 16.74 |
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| Public Service Enterprise (PEG) | 0.1 | $786k | -5% | 9.8k | 80.30 |
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| American Intl Group Com New (AIG) | 0.1 | $777k | +11% | 9.1k | 85.55 |
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| Target Corporation (TGT) | 0.1 | $772k | -6% | 7.9k | 97.74 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $771k | 11k | 73.56 |
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| SLB Com Stk (SLB) | 0.1 | $767k | -5% | 20k | 38.38 |
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| Incyte Corporation (INCY) | 0.1 | $754k | 7.6k | 98.77 |
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| Barclays Adr (BCS) | 0.1 | $742k | 29k | 25.45 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $740k | +96% | 17k | 42.69 |
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| Aptiv Com Shs (APTV) | 0.1 | $739k | -5% | 9.7k | 76.09 |
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| CoStar (CSGP) | 0.1 | $738k | -7% | 11k | 67.24 |
|
| Honeywell International (HON) | 0.1 | $737k | +14% | 3.8k | 195.08 |
|
| Progressive Corporation (PGR) | 0.1 | $729k | -3% | 3.2k | 227.70 |
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| EOG Resources (EOG) | 0.1 | $726k | -7% | 6.9k | 105.01 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $724k | NEW | 3.3k | 222.63 |
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| Welltower Inc Com reit (WELL) | 0.1 | $721k | +46% | 3.9k | 185.61 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $717k | +4% | 31k | 23.31 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $717k | -2% | 4.6k | 155.12 |
|
| Eaton Corp SHS (ETN) | 0.1 | $711k | +3% | 2.2k | 318.51 |
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| Lennar Corp Cl A (LEN) | 0.1 | $711k | -4% | 6.9k | 102.80 |
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| Coupang Cl A (CPNG) | 0.1 | $710k | 30k | 23.59 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $698k | 17k | 40.35 |
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|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $697k | 3.6k | 191.55 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $692k | -4% | 12k | 57.49 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $690k | +94% | 5.8k | 119.41 |
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| ConAgra Foods (CAG) | 0.1 | $683k | -2% | 40k | 17.31 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $679k | -6% | 5.8k | 117.72 |
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| Trane Technologies SHS (TT) | 0.1 | $676k | -6% | 1.7k | 389.14 |
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| Micron Technology (MU) | 0.1 | $674k | +6% | 2.4k | 285.37 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $671k | +95% | 15k | 45.35 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $670k | -26% | 12k | 57.24 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $666k | 4.3k | 154.15 |
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| Intel Corporation (INTC) | 0.1 | $660k | +5% | 18k | 36.90 |
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| Union Pacific Corporation (UNP) | 0.1 | $656k | +11% | 2.8k | 231.33 |
|
| Deere & Company (DE) | 0.1 | $645k | +13% | 1.4k | 465.63 |
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| Microchip Technology (MCHP) | 0.1 | $639k | -4% | 10k | 63.72 |
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| Newmont Mining Corporation (NEM) | 0.1 | $638k | -14% | 6.4k | 99.85 |
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| Analog Devices (ADI) | 0.1 | $638k | 2.4k | 271.14 |
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| Ferrari Nv Ord (RACE) | 0.1 | $638k | 1.7k | 369.66 |
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| L3harris Technologies (LHX) | 0.1 | $637k | -2% | 2.2k | 293.53 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $629k | +5% | 3.6k | 173.47 |
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| CF Industries Holdings (CF) | 0.1 | $625k | -6% | 8.1k | 77.34 |
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $620k | +7% | 9.6k | 64.37 |
|
| AmerisourceBergen (COR) | 0.1 | $618k | -4% | 1.8k | 337.73 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $614k | 3.8k | 161.64 |
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| Pepsi (PEP) | 0.1 | $612k | +4% | 4.3k | 143.52 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $609k | +13% | 1.3k | 453.36 |
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| Enterprise Products Partners (EPD) | 0.1 | $603k | 19k | 32.06 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $602k | +14% | 1.1k | 570.42 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $602k | -7% | 5.1k | 117.21 |
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| Host Hotels & Resorts (HST) | 0.1 | $595k | -2% | 34k | 17.73 |
|
| Encompass Health Corp (EHC) | 0.1 | $593k | +3% | 5.6k | 106.15 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $583k | 4.3k | 135.72 |
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| Monster Beverage Corp (MNST) | 0.1 | $581k | +125% | 7.6k | 76.67 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $579k | +8% | 2.2k | 258.77 |
|
| Xylem (XYL) | 0.1 | $579k | 4.3k | 136.19 |
|
|
| S&p Global (SPGI) | 0.1 | $578k | +46% | 1.1k | 522.67 |
|
| Ecolab (ECL) | 0.1 | $576k | 2.2k | 262.50 |
|
|
| General Mills (GIS) | 0.1 | $574k | +18% | 12k | 46.50 |
|
| BP Sponsored Adr (BP) | 0.1 | $573k | -4% | 17k | 34.73 |
|
| Curtiss-Wright (CW) | 0.1 | $572k | +17% | 1.0k | 551.51 |
|
| Western Digital (WDC) | 0.1 | $564k | +11% | 3.3k | 172.27 |
|
| Gilead Sciences (GILD) | 0.1 | $561k | 4.6k | 122.73 |
|
|
| Voya Financial (VOYA) | 0.1 | $561k | 7.5k | 74.49 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $558k | -5% | 6.3k | 89.08 |
|
| Valmont Industries (VMI) | 0.1 | $558k | -7% | 1.4k | 402.21 |
|
| Prologis (PLD) | 0.1 | $557k | +17% | 4.4k | 127.67 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $554k | -7% | 2.6k | 217.03 |
|
| PNC Financial Services (PNC) | 0.1 | $542k | -22% | 2.6k | 208.73 |
|
| LKQ Corporation (LKQ) | 0.1 | $539k | -6% | 18k | 30.20 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $535k | 6.1k | 87.16 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $532k | 3.1k | 173.54 |
|
|
| Enbridge (ENB) | 0.1 | $531k | 11k | 47.83 |
|
|
| Nucor Corporation (NUE) | 0.1 | $525k | +3% | 3.2k | 163.11 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $522k | +2% | 4.5k | 116.10 |
|
| Travelers Companies (TRV) | 0.1 | $519k | +3% | 1.8k | 290.03 |
|
| General Motors Company (GM) | 0.1 | $518k | +5% | 6.4k | 81.32 |
|
| 3M Company (MMM) | 0.1 | $517k | -8% | 3.2k | 160.12 |
|
| Kla Corp Com New (KLAC) | 0.1 | $516k | +10% | 425.00 | 1213.88 |
|
| Vistra Energy (VST) | 0.1 | $516k | -3% | 3.2k | 161.33 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $506k | 15k | 33.85 |
|
|
| U.S. Physical Therapy (USPH) | 0.1 | $505k | -7% | 6.5k | 78.09 |
|
| Standex Int'l (SXI) | 0.1 | $505k | 2.3k | 217.28 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $498k | 799.00 | 622.78 |
|
|
| Marsh & McLennan Companies | 0.1 | $492k | -4% | 2.7k | 185.51 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $491k | -24% | 10k | 49.04 |
|
| Caterpillar (CAT) | 0.1 | $491k | 856.00 | 573.18 |
|
|
| Monday SHS (MNDY) | 0.1 | $487k | 3.3k | 147.56 |
|
|
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $487k | 62k | 7.80 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $485k | 5.6k | 87.25 |
|
|
| Xcel Energy (XEL) | 0.1 | $483k | +9% | 6.5k | 73.85 |
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $483k | +4% | 11k | 43.66 |
|
| Ensign (ENSG) | 0.1 | $480k | 2.8k | 174.22 |
|
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $477k | +4% | 24k | 19.90 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $475k | +18% | 221.00 | 2147.42 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $474k | +2% | 2.8k | 167.60 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.1 | $472k | -2% | 10k | 47.36 |
|
Past Filings by Personal Cfo Solutions
SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019
- Personal Cfo Solutions 2025 Q4 filed Jan. 22, 2026
- Personal Cfo Solutions 2025 Q3 filed Nov. 10, 2025
- Personal Cfo Solutions 2025 Q2 filed Aug. 12, 2025
- Personal Cfo Solutions 2025 Q1 filed April 30, 2025
- Personal Cfo Solutions 2024 Q4 filed Feb. 7, 2025
- Personal Cfo Solutions 2024 Q3 filed Nov. 14, 2024
- 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