Personal Cfo Solutions, LLC Top Holdings and 13F Report (2025)

About Personal Cfo Solutions, LLC

Investment Activity

Personal Cfo Solutions, LLC has $508.18 million in total holdings as of December 31, 2024.
Personal Cfo Solutions, LLC owns shares of 457 different stocks, but just 162 companies or ETFs make up 80% of its holdings.
Approximately 12.77% of the portfolio was purchased this quarter.
About 53.04% of the portfolio was sold this quarter.
This quarter, Personal Cfo Solutions, LLC has purchased 561 new stocks and bought additional shares in 175 stocks.
Personal Cfo Solutions, LLC sold shares of 211 stocks and completely divested from 171 stocks this quarter.

Largest Holdings

Chubb: $53,534,044
Apple: $27,450,344
ProShares Ultra Russell2000: $15,289,813
Amazon.com: $14,779,145
Microsoft: $13,015,238

Largest New Holdings this Quarter

ProShares Ultra Russell2000: $15,289,813 Holding
BLACKROCK INC: $933,780 Holding
Schlumberger: $883,549 Holding
Universal Health Services: $852,262 Holding
Interpublic Group of Companies: $752,948 Holding

Largest Purchases this Quarter

ProShares Ultra Russell2000: 365,348 shares (about $15.29M)
Schwab US Dividend Equity ETF: 134,877 shares (about $3.68M)
Boeing: 6,698 shares (about $1.19M)
SAP: 4,505 shares (about $1.11M)
Target: 7,285 shares (about $984.82K)

Largest Sales this Quarter

Tesla: 6,811 shares (about $2.75M)
Accenture: 5,480 shares (about $1.93M)
Tapestry: 16,419 shares (about $1.07M)
Simon Property Group: 6,140 shares (about $1.06M)
ServiceNow: 869 shares (about $921.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CB Chubb	$53,534,044	$11,605 ▼	0.0%	193,753	10.5%	Finance
AAPL Apple	$27,450,344	$898,509 ▲	3.4%	109,617	5.4%	Computer and Technology
UWM ProShares Ultra Russell2000	$15,289,813	$15,289,813 ▲	New Holding	365,348	3.0%	ETF
AMZN Amazon.com	$14,779,145	$847,500 ▼	-5.4%	67,365	2.9%	Retail/Wholesale
MSFT Microsoft	$13,015,238	$185,041 ▲	1.4%	30,878	2.6%	Computer and Technology
GOOGL Alphabet	$10,641,600	$550,101 ▼	-4.9%	56,216	2.1%	Computer and Technology
ITT ITT	$8,499,070	$8,430 ▼	-0.1%	59,484	1.7%	Multi-Sector Conglomerates
GOOG Alphabet	$7,958,237	$97,885 ▼	-1.2%	41,789	1.6%	Computer and Technology
NVDA NVIDIA	$7,324,126	$95,882 ▲	1.3%	54,540	1.4%	Computer and Technology
FCOM Fidelity MSCI Communication Services Index ETF	$6,814,488	$384,603 ▲	6.0%	116,090	1.3%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$5,798,986	$46,603 ▼	-0.8%	126,175	1.1%	ETF
SCHD Schwab US Dividend Equity ETF	$5,482,230	$3,684,845 ▲	205.0%	200,667	1.1%	ETF
MRK Merck & Co., Inc.	$5,394,569	$293,763 ▼	-5.2%	54,228	1.1%	Medical
SPY SPDR S&P 500 ETF Trust	$5,222,640	$183,446 ▲	3.6%	8,911	1.0%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$4,702,891	$602,904 ▲	14.7%	126,694	0.9%	ETF
BRK.B Berkshire Hathaway	$4,517,547	$92,019 ▲	2.1%	9,966	0.9%	Finance
V Visa	$4,326,915	$49,934 ▼	-1.1%	13,691	0.9%	Business Services
TSLA Tesla	$4,219,778	$2,750,589 ▼	-39.5%	10,449	0.8%	Auto/Tires/Trucks
MA Mastercard	$3,976,366	$80,043 ▼	-2.0%	7,551	0.8%	Business Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,730,402	$75,347 ▲	2.1%	47,430	0.7%	ETF
AXP American Express	$3,370,169	$154,039 ▲	4.8%	11,355	0.7%	Finance
NFLX Netflix	$3,283,073	$166,694 ▼	-4.8%	3,683	0.6%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$3,127,746	$97,958 ▲	3.2%	15,837	0.6%	Computer and Technology
VZ Verizon Communications	$3,006,576	$37,631 ▲	1.3%	75,183	0.6%	Computer and Technology
META Meta Platforms	$2,987,037	$128,802 ▲	4.5%	5,102	0.6%	Computer and Technology
XOM Exxon Mobil	$2,982,631	$276,458 ▼	-8.5%	27,727	0.6%	Oils/Energy
GLD SPDR Gold Shares	$2,939,931	$93,220 ▲	3.3%	12,142	0.6%	Finance
ORCL Oracle	$2,891,147	$611,557 ▲	26.8%	17,350	0.6%	Computer and Technology
QQQ Invesco QQQ	$2,715,662	$65,949 ▲	2.5%	5,312	0.5%	Finance
NOW ServiceNow	$2,645,803	$921,155 ▼	-25.8%	2,496	0.5%	Computer and Technology
GD General Dynamics	$2,598,952	$4,743 ▼	-0.2%	9,864	0.5%	Aerospace
ADBE Adobe	$2,577,365	$20,455 ▼	-0.8%	5,796	0.5%	Computer and Technology
LLY Eli Lilly and Company	$2,549,183	$433,871 ▲	20.5%	3,302	0.5%	Medical
CVX Chevron	$2,535,700	$75,461 ▲	3.1%	17,507	0.5%	Oils/Energy
BA Boeing	$2,533,262	$1,185,564 ▲	88.0%	14,312	0.5%	Aerospace
MO Altria Group	$2,520,891	$91,821 ▼	-3.5%	48,210	0.5%	Consumer Staples
CBRE CBRE Group	$2,506,983	$217,548 ▲	9.5%	19,095	0.5%	Finance
AVGO Broadcom	$2,473,055	$87,636 ▼	-3.4%	10,667	0.5%	Computer and Technology
NVO Novo Nordisk A/S	$2,333,771	$324,290 ▼	-12.2%	27,131	0.5%	Medical
SAP SAP	$2,294,818	$1,109,125 ▲	93.5%	9,321	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,268,480	$52,978 ▼	-2.3%	9,463	0.4%	Finance
PFE Pfizer	$2,257,816	$98,851 ▼	-4.2%	85,104	0.4%	Medical
BMY Bristol-Myers Squibb	$2,147,670	$870,391 ▲	68.1%	37,972	0.4%	Medical
ACN Accenture	$2,114,509	$1,927,717 ▼	-47.7%	6,011	0.4%	Computer and Technology
SKYY First Trust Cloud Computing ETF	$2,107,256	$7,624 ▼	-0.4%	17,690	0.4%	Manufacturing
UNH UnitedHealth Group	$2,104,088	$290,393 ▼	-12.1%	4,159	0.4%	Medical
SHOP Shopify	$2,056,422	$28,071 ▼	-1.3%	19,340	0.4%	Computer and Technology
CMCSA Comcast	$1,988,882	$19,478 ▼	-1.0%	52,994	0.4%	Consumer Discretionary
ABT Abbott Laboratories	$1,976,703	$16,401 ▼	-0.8%	17,476	0.4%	Medical
RTX RTX	$1,906,587	$15,506 ▼	-0.8%	16,476	0.4%	Aerospace
T AT&T	$1,860,009	$310,013 ▼	-14.3%	81,687	0.4%	Computer and Technology
INTU Intuit	$1,852,959	$665,632 ▲	56.1%	2,948	0.4%	Computer and Technology
JNJ Johnson & Johnson	$1,834,970	$129,582 ▼	-6.6%	12,688	0.4%	Medical
TMO Thermo Fisher Scientific	$1,729,018	$67,101 ▼	-3.7%	3,324	0.3%	Medical
GS The Goldman Sachs Group	$1,703,468	$140,858 ▲	9.0%	2,975	0.3%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$1,662,653	$134,358 ▲	8.8%	16,607	0.3%	ETF
SE SEA	$1,655,903	$324,878 ▲	24.4%	15,607	0.3%	Computer and Technology
ET Energy Transfer	$1,610,116	$30,835 ▼	-1.9%	82,191	0.3%	Oils/Energy
JNK SPDR Bloomberg High Yield Bond ETF	$1,592,061	$38,188 ▲	2.5%	16,676	0.3%	Finance
WDAY Workday	$1,535,795	$5,935 ▼	-0.4%	5,952	0.3%	Computer and Technology
CRM Salesforce	$1,533,081	$97,614 ▲	6.8%	4,586	0.3%	Computer and Technology
WMT Walmart	$1,521,034	$33,429 ▼	-2.2%	16,835	0.3%	Retail/Wholesale
MSCI MSCI	$1,500,144	$12,601 ▼	-0.8%	2,500	0.3%	Finance
BAC Bank of America	$1,496,880	$56,036 ▲	3.9%	34,059	0.3%	Finance
QCOM QUALCOMM	$1,470,089	$406,771 ▲	38.3%	9,570	0.3%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$1,424,251	$560,777 ▲	64.9%	7,693	0.3%	ETF
WRB W. R. Berkley	$1,401,232	$819 ▲	0.1%	23,945	0.3%	Finance
AZN AstraZeneca	$1,395,455	$13,759 ▲	1.0%	21,298	0.3%	Medical
ZTS Zoetis	$1,393,379	$247,002 ▲	21.5%	8,552	0.3%	Medical
CARR Carrier Global	$1,387,628	$6,212 ▲	0.4%	20,329	0.3%	Computer and Technology
NKE NIKE	$1,378,702	$606,417 ▲	78.5%	18,220	0.3%	Consumer Discretionary
ABBV AbbVie	$1,335,912	$674,708 ▼	-33.6%	7,518	0.3%	Medical
GE General Electric	$1,319,687	$115,756 ▲	9.6%	7,912	0.3%	Transportation
REGN Regeneron Pharmaceuticals	$1,319,235	$919,618 ▲	230.1%	1,852	0.3%	Medical
PG Procter & Gamble	$1,307,332	$40,739 ▼	-3.0%	7,798	0.3%	Consumer Staples
LINDE PLC	$1,304,774	$10,468 ▲	0.8%	3,116	0.3%	SHS
TGT Target	$1,285,202	$984,821 ▲	327.9%	9,507	0.3%	Retail/Wholesale
CP Canadian Pacific Kansas City	$1,253,010	$234,767 ▼	-15.8%	17,314	0.2%	Transportation
D Dominion Energy	$1,252,927	$2,262 ▼	-0.2%	23,263	0.2%	Utilities
KO Coca-Cola	$1,252,761	$29,699 ▲	2.4%	20,121	0.2%	Consumer Staples
COST Costco Wholesale	$1,239,185	$43,078 ▲	3.6%	1,352	0.2%	Retail/Wholesale
RACE Ferrari	$1,227,797	$371,738 ▼	-23.2%	2,890	0.2%	Auto/Tires/Trucks
IBM International Business Machines	$1,202,358	$25,063 ▲	2.1%	5,469	0.2%	Computer and Technology
SPOT Spotify Technology	$1,201,803	$48,770 ▲	4.2%	2,686	0.2%	Business Services
LOW Lowe's Companies	$1,201,231	$101,933 ▲	9.3%	4,867	0.2%	Retail/Wholesale
HD Home Depot	$1,192,654	$45,901 ▼	-3.7%	3,066	0.2%	Retail/Wholesale
AMP Ameriprise Financial	$1,191,835	$271,598 ▼	-18.6%	2,238	0.2%	Finance
XLF Financial Select Sector SPDR Fund	$1,185,230	$193,076 ▲	19.5%	24,524	0.2%	ETF
AON AON	$1,175,926	$285,182 ▼	-19.5%	3,274	0.2%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$1,142,212	$269,241 ▲	30.8%	14,530	0.2%	ETF
SO Southern	$1,138,198	$46,345 ▼	-3.9%	13,827	0.2%	Utilities
MCK McKesson	$1,132,384	$64,968 ▼	-5.4%	1,987	0.2%	Medical
ICLR ICON Public	$1,130,756	$32,505 ▼	-2.8%	5,392	0.2%	Medical
XLK Technology Select Sector SPDR Fund	$1,124,722	$154,861 ▲	16.0%	4,837	0.2%	ETF
ASML ASML	$1,121,505	$149,026 ▲	15.3%	1,618	0.2%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$1,116,352	$223,361 ▲	25.0%	14,749	0.2%	ETF
LEN Lennar	$1,102,832	$76,913 ▼	-6.5%	8,087	0.2%	Construction
NSC Norfolk Southern	$1,082,168	$8,684 ▼	-0.8%	4,611	0.2%	Transportation
XLRE Real Estate Select Sector SPDR Fund	$1,071,783	$290,304 ▲	37.1%	26,353	0.2%	ETF
CAG Conagra Brands	$1,043,747	$755,595 ▲	262.2%	37,613	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Personal Cfo Solutions, LLC Top Holdings and 13F Report (2025)

About Personal Cfo Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Personal Cfo Solutions, LLC Top Holdings and 13F Report (2025)

About Personal Cfo Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPersonal Cfo Solutions, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools