Personal Cfo Solutions

Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:

Portfolio Holdings for Personal Cfo Solutions

Companies in the Personal Cfo Solutions portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Innovator Etfs Tr s&p 500 power (PJAN) 6.01 667.97k NEW 25.06
Chubb (CB) 5.87 146.29k 111.69
Itt (ITT) 5.32 326.51k +16% 45.36
SPDR S&P 500 ETF (SPY) 5.11 55.20k -4% 257.74
Boeing Company (BA) 3.32 61.90k 149.13
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.28 73.23k +508% 86.67
Apple (AAPL) 1.72 18.80k -3% 254.28
Microsoft Corporation (MSFT) 1.71 30.21k +14% 157.71
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 1.53 141.76k -2% 30.14
Vanguard Sht Term Govt Bond ETF (VGSH) 1.33 59.30k NEW 62.35
Verizon Communications (VZ) 1.31 67.64k +15% 53.72
Proshares Tr hd replication (HDG) 1.27 82.90k -2% 42.53
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.26 63.93k +67% 54.92
Fidelity msci hlth care i (FHLC) 1.24 80.57k -33% 42.98
Alphabet Inc Class C cs (GOOG) 1.20 2.88k 1162.97
Merck & Co (MRK) 1.19 43.20k -5% 76.94
Schwab Strategic Tr sht tm us tres (SCHO) 1.14 61.43k NEW 51.74
Adaptive Biotechnologies Cor (ADPT) 1.13 112.92k NEW 27.78
Alphabet Inc Class A cs (GOOGL) 1.11 2.66k 1161.91
iShares S&P 500 Index (IVV) 1.06 11.43k +6% 258.42
Spdr Ser Tr shrt trsry etf (SPTS) 1.01 91.63k NEW 30.72
Innovator Etfs Tr msci eafe pwr (IJAN) 1.01 132.66k NEW 21.24
Vanguard High Dividend Yield ETF (VYM) 0.95 37.22k +5% 70.74
Fidelity msci info tech i (FTEC) 0.95 42.15k +1134% 62.70
Innovator Etfs Tr russell 2000 p (KJAN) 0.95 122.47k NEW 21.62
Amazon (AMZN) 0.91 1.30k +11% 1949.39
Fidelity msci finls idx (FNCL) 0.86 81.47k -13% 29.38
Facebook Inc cl a (FB) 0.83 13.79k +8% 166.78
iShares Russell 1000 Value Index (IWD) 0.74 20.84k +132% 99.17
Innovator Etfs Tr nasdaq 100 pwr (NJAN) 0.74 62.40k NEW 32.98
SPDR Gold Trust (GLD) 0.73 13.78k NEW 148.02
Db-x Msci Eafe Currency-hedged (DBEF) 0.71 73.72k -5% 26.80
Innovator Etfs Tr s&p 500 buffer (BFEB) 0.68 90.97k NEW 20.90
Accenture (ACN) 0.66 11.23k 163.28
Invesco Qqq Trust Series 1 (QQQ) 0.64 9.35k -37% 190.42
Adobe Systems Incorporated (ADBE) 0.62 5.39k 318.24
Fidelity msci rl est etf (FREL) 0.59 79.62k NEW 20.80
Abbott Laboratories (ABT) 0.57 20.10k +71% 78.92
Visa (V) 0.57 9.89k -16% 161.14
McKesson Corporation (MCK) 0.56 11.61k 135.29
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.56 16.50k +38% 94.72
AT&T (T) 0.53 50.85k +41% 29.14
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.53 28.00k 52.89
Fidelity core divid etf (FDVV) 0.53 64.30k -8% 22.91
iShares S&P 500 Growth Index (IVW) 0.50 8.37k +23% 165.09
Berkshire Hathaway (BRK.B) 0.48 7.24k +21% 182.82
L3harris Technologies (LHX) 0.47 7.29k +8% 180.09
iShares iBoxx $ High Yid Corp Bond (HYG) 0.45 16.28k -13% 77.07
MasterCard Incorporated (MA) 0.44 5.13k 241.51
General Dynamics Corporation (GD) 0.44 9.33k +16% 132.33
iShares Cohen & Steers Realty Maj. (ICF) 0.43 13.03k +57% 91.57
iShares MSCI EAFE Growth Index (EFG) 0.42 16.39k NEW 71.13
Zoetis Inc Cl A (ZTS) 0.40 9.53k -18% 117.70
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.40 33.76k +5% 33.14
Taiwan Semiconductor Mfg (TSM) 0.39 22.53k -7% 47.80
iShares Russell 1000 Index (IWB) 0.39 7.60k NEW 141.48
Spdr Ser Tr cmn (FLRN) 0.39 37.28k -60% 29.40
Asml Holding (ASML) 0.39 4.17k -11% 261.69
iShares S&P 500 Value Index (IVE) 0.37 10.77k +4% 96.27
Johnson & Johnson (JNJ) 0.36 7.72k +2% 131.12
Bristol Myers Squibb (BMY) 0.36 17.96k -40% 55.73
Gilead Sciences (GILD) 0.36 13.37k +12% 74.73
salesforce (CRM) 0.35 6.67k +58% 144.03
Innovator S&p 500 Power Buffer Etf - March etf (PMAR) 0.35 40.67k NEW 24.05
Canadian Pacific Railway (CP) 0.34 4.32k -6% 219.63
Southern Company (SO) 0.34 17.37k +22% 54.16
WisdomTree MidCap Dividend Fund (DON) 0.34 38.77k -15% 24.17
Paypal Holdings (PYPL) 0.34 9.96k +8% 95.75
Ishares Tr broad usd high (USHY) 0.33 25.87k NEW 35.48
International Business Machines (IBM) 0.32 8.12k -15% 110.89
NIKE (NKE) 0.32 10.90k -13% 82.74
iShares MSCI EAFE Index Fund (EFA) 0.32 16.67k +47% 53.46
Exxon Mobil Corporation (XOM) 0.31 22.49k +35% 37.97
Dbx Etf Tr deutsche usd etf (HYLB) 0.31 19.42k +128% 44.08
Regeneron Pharmaceuticals (REGN) 0.30 1.71k +7% 488.56
Vanguard REIT ETF (VNQ) 0.30 11.79k +7% 69.87
Advisorshares Tr bny grwth (AADR) 0.30 20.71k +422% 40.32
Servicenow (NOW) 0.30 2.93k +45% 286.59
ResMed (RMD) 0.29 5.57k 147.24
Innovator S&p 500 Pwr Buffer (BMAR) 0.29 34.81k NEW 23.59
DaVita (DVA) 0.28 10.13k +31% 76.01
iShares S&P MidCap 400 Index (IJH) 0.27 5.29k +54% 143.80
Dollar General (DG) 0.27 4.89k -22% 151.09
ACADIA Pharmaceuticals (ACAD) 0.27 17.70k +84% 42.26
Automatic Data Processing (ADP) 0.26 5.35k 136.69
iShares Russell 2000 Growth Index (IWO) 0.26 4.51k NEW 158.13
Proshares Tr mdcp 400 divid (REGL) 0.26 16.00k -5% 45.00
Shopify Inc cl a (SHOP) 0.26 1.71k -37% 416.72
Cisco Systems (CSCO) 0.25 17.47k +67% 39.32
Biogen Idec (BIIB) 0.25 2.19k 316.61
MercadoLibre (MELI) 0.25 1.43k +185% 488.13
Smith & Nephew (SNN) 0.25 19.77k +11% 35.86
Vanguard Large-Cap ETF (VV) 0.25 5.96k 118.44
Cardinal Health (CAH) 0.24 14.11k +26% 47.93
Autodesk (ADSK) 0.24 4.25k +236% 156.05
iShares S&P SmallCap 600 Index (IJR) 0.24 11.70k -8% 56.08
Innovator Etfs Tr msci emgr mkt (EJAN) 0.24 29.52k NEW 22.84
JPMorgan Chase & Co. (JPM) 0.23 7.00k 89.99
Duke Energy (DUK) 0.23 7.87k +56% 80.91
Chevron Corporation (CVX) 0.22 8.41k -11% 72.42
Mettler-Toledo International (MTD) 0.22 894 -8% 690.16
Innovator Etfs Tr s&p 500 power (PNOV) 0.22 26.00k -16% 23.42
Procter & Gamble Company (PG) 0.21 5.36k -3% 109.99
HDFC Bank (HDB) 0.21 14.94k -3% 38.49
Comcast Corporation (CMCSA) 0.20 16.07k 34.35
Starbucks Corporation (SBUX) 0.20 8.31k +17% 65.72
MSCI (MSCI) 0.20 1.96k -6% 289.07
Lululemon Athletica (LULU) 0.20 2.93k +11% 189.61
iShares Russell 1000 Growth Index (IWF) 0.20 3.63k -36% 150.73
SPDR EURO STOXX 50 ETF (FEZ) 0.20 19.09k 29.50
AmerisourceBergen (ABC) 0.19 5.84k -6% 88.45
Amplify Etf Tr onlin retl etf (IBUY) 0.19 13.05k -37% 41.54
Viacomcbs (VIAC) 0.19 37.09k +69% 14.02
Norfolk Southern (NSC) 0.18 3.40k +13% 146.05
Intel Corporation (INTC) 0.18 9.27k +90% 54.16
Omni (OMC) 0.18 9.25k -6% 54.94
Vanguard Short-Term Bond ETF (BSV) 0.18 5.93k -7% 82.25
Icon (ICLR) 0.18 3.68k -2% 135.98
Ishares Tr msci eafe smcp (HSCZ) 0.18 22.39k -18% 22.87
Innovator Etfs Tr s&p 500 buffer (BJAN) 0.18 20.25k NEW 24.69
Innovator Etfs Tr s&p 500 pwr bu (PAUG) 0.18 22.01k -11% 23.03
Gartner (IT) 0.17 4.80k -5% 99.50
eBay (EBAY) 0.17 15.49k 30.08
Public Service Enterprise (PEG) 0.17 10.36k +107% 44.90
Hp (HPQ) 0.17 26.70k -31% 17.34
Ferrari Nv Ord (RACE) 0.17 3.14k NEW 152.45
Alcon (ALC) 0.17 9.11k -13% 50.83
Netflix (NFLX) 0.16 1.20k +12% 375.42
CNA Financial Corporation (CNA) 0.16 14.50k 31.04
Align Technology (ALGN) 0.16 2.63k -2% 173.83
iShares Russell Midcap Value Index (IWS) 0.16 7.10k NEW 64.06
Vanguard European ETF (VGK) 0.16 10.57k -13% 43.32
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.16 2.18k -4% 210.09
Spdr Short-term High Yield mf (SJNK) 0.16 19.48k +34% 23.56
Abbvie (ABBV) 0.16 5.80k +109% 76.19
Pfizer (PFE) 0.15 12.87k +12% 32.64
Vanguard Emerging Markets ETF (VWO) 0.15 12.17k -3% 33.52
Pimco Etf Tr 0-5 high yield (HYS) 0.15 4.96k +75% 85.80
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.15 17.35k NEW 24.15
Hess (HES) 0.14 11.31k +103% 33.33
iShares Russell 2000 Index (IWM) 0.14 3.48k +12% 114.40
iShares Morningstar Large Growth (JKE) 0.14 2.16k 185.77
Ark Etf Tr innovation etf (ARKK) 0.14 8.76k -44% 44.04
Osi Etf Tr oshars ftse us (OUSA) 0.14 12.95k 29.03
Home Depot (HD) 0.13 1.97k +95% 186.71
Wells Fargo & Company (WFC) 0.13 12.69k +40% 28.68
iShares MSCI EMU Index (EZU) 0.13 11.65k -11% 30.38
Ishares Inc core msci emkt (IEMG) 0.13 8.82k 40.46
Spdr Ser Tr cmn (SMLV) 0.13 5.30k -10% 66.04
Galapagos Nv-spon (GLPG) 0.13 1.81k +12% 195.80
Linde (LIN) 0.13 2.07k +115% 172.86
NRG Energy (NRG) 0.12 12.07k -34% 27.26
Goldman Sachs (GS) 0.12 2.16k +5% 154.70
Cummins (CMI) 0.12 2.51k -37% 135.40
Novartis (NVS) 0.12 4.20k +35% 82.38
Amgen (AMGN) 0.12 1.62k -22% 202.97
UnitedHealth (UNH) 0.12 1.32k +46% 249.06
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.12 6.78k +36% 49.88
Vanguard S&p 500 Etf idx (VOO) 0.12 1.45k +11% 236.72
Ardelyx (ARDX) 0.12 60.00k 5.68
Host Hotels & Resorts (HST) 0.11 26.59k -14% 11.06
Kimberly-Clark Corporation (KMB) 0.11 2.38k +51% 127.95
NVIDIA Corporation (NVDA) 0.11 1.21k NEW 264.07
Northrop Grumman Corporation (NOC) 0.11 1.01k +39% 302.67
International Paper Company (IP) 0.11 9.99k -14% 31.13
United Rentals (URI) 0.11 2.92k -16% 102.77
Allstate Corporation (ALL) 0.11 3.45k 91.70
SAP (SAP) 0.11 2.80k 110.64
Illumina (ILMN) 0.11 1.17k +46% 273.04
iShares Silver Trust (SLV) 0.11 23.00k 13.04
Ralph Lauren Corp (RL) 0.11 4.77k -8% 66.83
Xylem (XYL) 0.11 4.63k +24% 65.20
Medtronic (MDT) 0.11 3.35k NEW 90.31
Invesco Dynamic Software Etf dynmc software (PSJ) 0.11 3.71k -6% 85.83
Kiniksa Pharmaceuticals (KNSA) 0.11 19.70k NEW 15.48
BP (BP) 0.10 11.87k +73% 24.35
Bank of America Corporation (BAC) 0.10 12.51k +109% 21.26
Coca-Cola Company (KO) 0.10 6.52k +68% 44.30
Honeywell International (HON) 0.10 2.13k +83% 133.58
Pool Corporation (POOL) 0.10 1.35k -3% 196.44
Applied Materials (AMAT) 0.10 6.11k NEW 45.81
Chemed Corp Com Stk (CHE) 0.10 665 +2% 433.08
Nice Systems (NICE) 0.10 1.95k 143.44
WisdomTree SmallCap Dividend Fund (DES) 0.10 14.75k -16% 18.03
Crown Castle Intl (CCI) 0.10 2.00k -5% 144.28
Equinix (EQIX) 0.10 438 +14% 623.29
Fidelity Bond Etf (FBND) 0.10 5.13k NEW 51.83
Charter Communications Inc New Cl A cl a (CHTR) 0.10 608 +4% 435.86
McDonald's Corporation (MCD) 0.09 1.54k NEW 165.05
Pulte (PHM) 0.09 11.29k -11% 22.32
3M Company (MMM) 0.09 1.93k +33% 136.72
H&R Block (HRB) 0.09 18.64k -9% 14.06
LKQ Corporation (LKQ) 0.09 12.00k -20% 20.51
Eastman Chemical Company (EMN) 0.09 5.66k -39% 46.63
General Mills (GIS) 0.09 4.58k -16% 52.83
Ford Motor Company (F) 0.09 50.67k -7% 4.83
Delta Air Lines (DAL) 0.09 8.63k -2% 28.51
Southwest Airlines (LUV) 0.09 7.29k -15% 35.64
BorgWarner (BWA) 0.09 10.02k -14% 24.35
Exponent (EXPO) 0.09 3.35k +8% 72.03
iShares S&P 100 Index (OEF) 0.09 2.11k -14% 118.65
Vanguard Small-Cap ETF (VB) 0.09 2.20k 115.25
Allegion Plc equity (ALLE) 0.09 2.60k -41% 92.03
Alibaba Group Holding Ltd Spon (BABA) 0.09 1.31k +6% 194.49
Welltower Inc Com reit (WELL) 0.09 5.25k +29% 45.71
Xerox Corp (XRX) 0.09 12.91k -10% 18.98
American Express Company (AXP) 0.08 2.64k +8% 85.67
Costco Wholesale Corporation (COST) 0.08 813 NEW 285.36
Wal-Mart Stores (WMT) 0.08 2.07k NEW 113.79
Harley-Davidson (HOG) 0.08 12.48k -13% 18.90
Altria (MO) 0.08 6.10k -18% 38.68
Novo Nordisk A/S (NVO) 0.08 3.74k -10% 60.22
Clorox Company (CLX) 0.08 1.26k NEW 173.29
Vanguard Intermediate-Term Bond ETF (BIV) 0.08 2.59k -32% 89.15
iShares Russell Midcap Index Fund (IWR) 0.08 5.18k -5% 43.22
Simon Property (SPG) 0.08 3.86k -8% 54.88
Vanguard Europe Pacific ETF (VEA) 0.08 6.85k 33.30
Vanguard Mid-Cap ETF (VO) 0.08 1.66k 131.48
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.08 5.09k -18% 42.80
TAL Education (TAL) 0.08 4.23k 53.15
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.08 2.55k NEW 87.09
Algonquin Power & Utilities equs (AQN) 0.08 15.73k +7% 13.41
Kinder Morgan (KMI) 0.08 15.55k NEW 13.89
Expedia (EXPE) 0.08 4.12k -25% 56.26
American Tower Reit (AMT) 0.08 1.06k +11% 217.51
Mondelez Int (MDLZ) 0.08 4.21k NEW 50.17
Qts Realty Trust (QTS) 0.08 4.00k +7% 57.97
Keysight Technologies (KEYS) 0.08 2.71k -2% 83.52
Enviva Partners Lp master ltd part (EVA) 0.08 8.00k 26.75
S&p Global (SPGI) 0.08 878 NEW 244.87
Ishares Msci United Kingdom Index etf (EWU) 0.08 9.32k -12% 23.91
Zto Express Cayman (ZTO) 0.08 7.99k NEW 26.54
Americold Rlty Tr (COLD) 0.08 6.29k 34.02
Nortonlifelock (NLOK) 0.08 11.43k NEW 18.72
AES Corporation (AES) 0.07 13.56k +4% 13.57
Citrix Systems (CTXS) 0.07 1.46k NEW 141.68
Power Integrations (POWI) 0.07 2.32k +8% 88.32
Gold Fields (GFI) 0.07 38.71k +12% 4.75
AngloGold Ashanti (AU) 0.07 11.71k 16.66
Philip Morris International (PM) 0.07 2.79k -61% 73.01
Danaher Corporation (DHR) 0.07 1.45k 138.33
Cogent Communications (CCOI) 0.07 2.48k NEW 82.09
FMC Corporation (FMC) 0.07 2.47k NEW 81.65
Extra Space Storage (EXR) 0.07 2.16k NEW 95.74
Global X Fds rbtcs artfl in (BOTZ) 0.07 10.55k -12% 18.10
Invesco Exchange Traded Fd Tr etf (PEY) 0.07 14.00k -7% 12.93
Innovator Etfs Tr s&p 500 pwr bu (PDEC) 0.07 8.49k -98% 23.78
Kohl's Corporation (KSS) 0.06 10.96k -33% 14.60
Enterprise Products Partners (EPD) 0.06 11.80k +7% 14.32
BioCryst Pharmaceuticals (BCRX) 0.06 87.08k +172% 2.00
Cerus Corporation (CERS) 0.06 38.14k NEW 4.64
Cosan Ltd shs a (CZZ) 0.06 13.35k +8% 12.28
ICICI Bank (IBN) 0.05 16.63k -7% 8.48
Harsco Corporation (HSC) 0.05 20.00k NEW 6.95
Energy Transfer Equity (ET) 0.05 27.72k +23% 4.62
Mobile TeleSystems OJSC (MBT) 0.04 14.26k NEW 7.57
General Electric Company (GE) 0.04 12.64k +15% 7.91
EDAP TMS (EDAP) 0.04 45.50k +203% 2.26
Dbv Technologies S A (DBVT) 0.04 27.59k NEW 3.91
Leap Therapeutics (LPTX) 0.04 64.17k NEW 1.57
Sibanye Stillwater (SBSW) 0.04 22.27k NEW 4.71
Hanesbrands (HBI) 0.03 10.18k -6% 7.86
Verastem (VSTM) 0.03 30.00k 2.63
United States Oil Fund 0.02 12.11k NEW 4.21
Vareit, Inc reits (VER) 0.02 10.36k NEW 4.92
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.01 11.92k +7% 3.02
Banco Santander (SAN) 0.01 11.75k -15% 2.38
United Microelectronics (UMC) 0.01 12.75k -9% 2.20
Lloyds TSB (LYG) 0.01 18.07k -52% 1.49
Ambev Sa- (ABEV) 0.01 15.50k 2.32
Trevena (TRVN) 0.01 25.00k NEW 0.56
Citigroup Global Mkts Hldgs leveragd etn s p 0.01 86.44k NEW 0.16
Nabriva Therapeutics (NBRV) 0.01 39.40k +97% 0.58
Advaxis (ADXS) 0.01 28.89k NEW 0.52
Aileron Therapeutics (ALRN) 0.00 23.00k -37% 0.35

Past Filings by Personal Cfo Solutions

View past SEC 13F filings by Personal Cfo Solutions

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