Personal Cfo Solutions, LLC Top Holdings and 13F Report (2024) About Personal Cfo Solutions, LLCInvestment ActivityPersonal Cfo Solutions, LLC has $715.73 million in total holdings as of September 30, 2024.Personal Cfo Solutions, LLC owns shares of 561 different stocks, but just 182 companies or ETFs make up 80% of its holdings.Approximately 14.45% of the portfolio was purchased this quarter.About 10.34% of the portfolio was sold this quarter.This quarter, Personal Cfo Solutions, LLC has purchased 531 new stocks and bought additional shares in 264 stocks.Personal Cfo Solutions, LLC sold shares of 207 stocks and completely divested from 39 stocks this quarter.Largest Holdings Chubb $55,888,426Apple $24,704,739Innovator U.S. Equity Power Buffer ETF - July $20,207,499iShares MSCI EAFE ETF $18,115,128Amazon.com $13,271,849 Largest New Holdings this Quarter Innovator U.S. Equity Power Buffer ETF - July $20,207,499 HoldingInnovator U.S. Equity Buffer ETF - July $11,481,987 HoldingInnovator Growth-100 Power Buffer ETF - July $6,678,111 HoldingFidelity MSCI Financials Index ETF $5,232,424 HoldingInnovator MSCI Emerging Markets Power Buffer ETF - July $4,893,846 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - July 499,198 shares (about $20.21M)Innovator U.S. Equity Buffer ETF - July 262,866 shares (about $11.48M)Innovator Growth-100 Power Buffer ETF - July 109,801 shares (about $6.68M)Fidelity MSCI Financials Index ETF 81,942 shares (about $5.23M)Innovator MSCI Emerging Markets Power Buffer ETF - July 191,690 shares (about $4.89M) Largest Sales this Quarter iShares MSCI EAFE ETF 15,775 shares (about $1.32M)Salesforce 3,688 shares (about $1.01M)Pacer Developed Markets International Cash Cows 100 ETF 26,380 shares (about $834.43K)Energy Select Sector SPDR Fund 7,946 shares (about $697.66K)iShares Russell 1000 Growth ETF 1,816 shares (about $681.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersonal Cfo Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBChubb$55,888,426$288,101 ▲0.5%193,7957.8%FinanceAAPLApple$24,704,739$2,216,760 ▲9.9%106,0293.5%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$20,207,499$20,207,499 ▲New Holding499,1982.8%ETFEFAiShares MSCI EAFE ETF$18,115,128$1,319,266 ▼-6.8%216,6102.5%FinanceAMZNAmazon.com$13,271,849$193,596 ▼-1.4%71,2281.9%Retail/WholesaleMSFTMicrosoft$13,097,802$427,285 ▼-3.2%30,4391.8%Computer and TechnologyIAPRInnovator MSCI EAFE Power Buffer ETF - April$12,088,754$88,655 ▲0.7%425,4371.7%ETFVOOVanguard S&P 500 ETF$11,718,587$2,006,745 ▲20.7%22,2081.6%ETFBJULInnovator U.S. Equity Buffer ETF - July$11,481,987$11,481,987 ▲New Holding262,8661.6%ETFKAPRInnovator U.S. Small Cap Power Buffer ETF - April$11,445,861$157,788 ▲1.4%352,6141.6%ETFGOOGLAlphabet$9,805,449$145,617 ▼-1.5%59,1221.4%Computer and TechnologyBALTInnovator Defined Wealth Shield ETF$9,554,642$188,248 ▲2.0%309,9141.3%ETFITTITT$8,902,253$2,392 ▼0.0%59,5431.2%Multi-Sector ConglomeratesCNACNA Financial$8,713,7180.0%178,0491.2%FinanceGOOGAlphabet$7,072,612$457,430 ▼-6.1%42,3031.0%Computer and TechnologyNJULInnovator Growth-100 Power Buffer ETF - July$6,678,111$6,678,111 ▲New Holding109,8010.9%ETFNVDANVIDIA$6,536,598$6,072 ▲0.1%53,8260.9%Computer and TechnologyMRKMerck & Co., Inc.$6,493,458$667,050 ▲11.4%57,1810.9%MedicalUITBVictoryShares Core Intermediate Bond ETF$6,096,162$70,553 ▲1.2%127,1890.9%ETFFCOMFidelity MSCI Communication Services Index ETF$6,033,350$344,525 ▼-5.4%109,5380.8%ETFFIDUFidelity MSCI Industrials Index ETF$5,604,564$375,860 ▼-6.3%77,6580.8%ETFFTECFidelity MSCI Information Technology Index ETF$5,572,675$597,664 ▼-9.7%31,9350.8%ETFSCHDSchwab US Dividend Equity ETF$5,561,239$194,673 ▲3.6%65,7900.8%ETFFNCLFidelity MSCI Financials Index ETF$5,232,424$5,232,424 ▲New Holding81,9420.7%ETFRSPInvesco S&P 500 Equal Weight ETF$5,017,726$67,185 ▲1.4%28,0070.7%ETFSPYSPDR S&P 500 ETF Trust$4,933,431$158,366 ▲3.3%8,5980.7%FinanceEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$4,893,846$4,893,846 ▲New Holding191,6900.7%ETFVYMVanguard High Dividend Yield ETF$4,752,080$7,179 ▲0.2%37,0680.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,584,215$977,387 ▲27.1%55,0920.6%ManufacturingIQLTiShares MSCI Intl Quality Factor ETF$4,582,642$1,070,647 ▲30.5%110,4520.6%ETFTSLATesla$4,515,678$106,220 ▲2.4%17,2600.6%Auto/Tires/TrucksHDGProShares Hedge Replication ETF$4,503,004$20,593 ▲0.5%90,3110.6%ETFBRK.BBerkshire Hathaway$4,493,679$167,080 ▲3.9%9,7630.6%FinanceJIGJPMorgan International Growth ETF$4,481,369$4,481,369 ▲New Holding66,4650.6%ETFFDVVFidelity High Dividend ETF$4,143,172$90,664 ▲2.2%81,8000.6%ETFIVViShares Core S&P 500 ETF$4,090,423$18,459 ▲0.5%7,0910.6%ETFACNAccenture$4,061,812$17,320 ▲0.4%11,4910.6%Computer and TechnologyFTLSFirst Trust Long/Short Equity ETF$3,826,824$19,485 ▲0.5%60,2930.5%ETFVVisa$3,807,805$38,768 ▼-1.0%13,8490.5%Business ServicesMAMastercard$3,803,803$59,257 ▲1.6%7,7030.5%Business ServicesHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,731,689$156,022 ▼-4.0%46,4720.5%ETFNVONovo Nordisk A/S$3,679,382$13,574 ▲0.4%30,9010.5%MedicalVOOVVanguard S&P 500 Value ETF$3,661,968$11,634 ▲0.3%19,2010.5%ETFXOMExxon Mobil$3,551,382$12,074 ▼-0.3%30,2970.5%Oils/EnergyVZVerizon Communications$3,334,199$379,533 ▲12.8%74,2420.5%Computer and TechnologyADBEAdobe$3,024,871$496,033 ▲19.6%5,8420.4%Computer and TechnologyNOWServiceNow$3,009,406$62,603 ▼-2.0%3,3650.4%Computer and TechnologyGDGeneral Dynamics$2,986,437$2,115 ▲0.1%9,8820.4%AerospaceAXPAmerican Express$2,938,720$410,325 ▼-12.3%10,8360.4%FinanceGLDSPDR Gold Shares$2,857,768$92,123 ▲3.3%11,7570.4%FinanceMETAMeta Platforms$2,794,692$80,143 ▲3.0%4,8820.4%Computer and TechnologyUNHUnitedHealth Group$2,767,026$12,862 ▲0.5%4,7330.4%MedicalNFLXNetflix$2,745,147$44,688 ▼-1.6%3,8700.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,664,341$629,570 ▲30.9%15,3410.4%Computer and TechnologyPFEPfizer$2,570,752$224,662 ▼-8.0%88,8300.4%MedicalMOAltria Group$2,550,288$149,089 ▲6.2%49,9660.4%Consumer StaplesQQQInvesco QQQ$2,529,653$288,936 ▲12.9%5,1830.4%FinanceCVXChevron$2,501,592$66,273 ▼-2.6%16,9860.3%Oils/EnergyLLYEli Lilly and Company$2,427,097$13,287 ▼-0.5%2,7400.3%MedicalORCLOracle$2,331,108$1,361,517 ▲140.4%13,6800.3%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$2,261,559$2,261,559 ▲New Holding24,9510.3%ETFCMCSAComcast$2,235,243$42,230 ▼-1.9%53,5130.3%Consumer DiscretionaryABBVAbbVie$2,234,472$12,244 ▼-0.5%11,3150.3%MedicalJNJJohnson & Johnson$2,201,386$12,154 ▲0.6%13,5840.3%MedicalCBRECBRE Group$2,170,682$7,095 ▲0.3%17,4380.3%FinanceTMOThermo Fisher Scientific$2,135,660$61,849 ▼-2.8%3,4530.3%MedicalTAT&T$2,096,642$256,454 ▲13.9%95,3020.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$2,059,480$206,798 ▲11.2%35,6130.3%ETFBUFGFT Vest Buffered Allocation Growth ETF$2,050,493$214,122 ▲11.7%85,0470.3%ETFJPMJPMorgan Chase & Co.$2,042,064$74,648 ▲3.8%9,6840.3%FinanceRTXRTX$2,012,493$74,030 ▼-3.5%16,6100.3%AerospaceABTAbbott Laboratories$2,008,914$140,798 ▲7.5%17,6210.3%MedicalVTIVanguard Total Stock Market ETF$1,908,091$56,345 ▼-2.9%6,7390.3%ETFAVGOBroadcom$1,905,243$1,731,710 ▲997.9%11,0450.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,834,122$198 ▲0.0%9,2600.3%ETFSKYYFirst Trust Cloud Computing ETF$1,815,544$71,481 ▲4.1%17,7540.3%ManufacturingRACEFerrari$1,769,974$3,761 ▲0.2%3,7650.2%Auto/Tires/TrucksCPCanadian Pacific Kansas City$1,758,528$47,047 ▼-2.6%20,5580.2%TransportationJMUBJPMorgan Municipal ETF$1,697,613$408,881 ▲31.7%33,1110.2%ETFCVSCVS Health$1,679,596$215,428 ▲14.7%26,7110.2%Retail/WholesaleAZNAstraZeneca$1,642,978$3,272 ▲0.2%21,0880.2%MedicalCARRCarrier Global$1,628,992$7,244 ▲0.4%20,2380.2%Computer and TechnologyLENLennar$1,621,821$13,685 ▲0.9%8,6510.2%ConstructionICLRICON Public$1,593,709$4,310 ▲0.3%5,5470.2%MedicalJNKSPDR Bloomberg High Yield Bond ETF$1,591,650$58,968 ▼-3.6%16,2760.2%FinanceSHOPShopify$1,571,065$432,355 ▲38.0%19,6040.2%Computer and TechnologyACGLArch Capital Group$1,521,680$44,081 ▼-2.8%13,6010.2%FinanceLINDE PLC$1,474,007$61,993 ▲4.4%3,0910.2%SHSMSCIMSCI$1,469,651$355,025 ▲31.9%2,5210.2%Computer and TechnologySPGSimon Property Group$1,462,962$29,239 ▲2.0%8,6560.2%FinanceWDAYWorkday$1,460,350$254,920 ▲21.1%5,9750.2%Computer and TechnologyKOCoca-Cola$1,411,620$16,959 ▼-1.2%19,6440.2%Consumer StaplesAONAON$1,407,491$74,388 ▲5.6%4,0680.2%FinancePGProcter & Gamble$1,392,729$6,409 ▲0.5%8,0410.2%Consumer StaplesVIOGVanguard S&P Small-Cap 600 Growth ETF$1,392,682$244,591 ▼-14.9%11,6270.2%ETFWMTWalmart$1,389,296$22,691 ▲1.7%17,2050.2%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$1,377,491$200,348 ▼-12.7%14,3560.2%ETFZTSZoetis$1,374,639$57,049 ▲4.3%7,0360.2%MedicalIGViShares Expanded Tech-Software Sector ETF$1,364,233$485,637 ▲55.3%15,2650.2%ETFGEGeneral Electric$1,361,108$23,194 ▲1.7%7,2180.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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