Personal Cfo Solutions, LLC Top Holdings and 13F Report (2025) About Personal Cfo Solutions, LLCInvestment ActivityPersonal Cfo Solutions, LLC has $540.53 million in total holdings as of June 30, 2025.Personal Cfo Solutions, LLC owns shares of 481 different stocks, but just 169 companies or ETFs make up 80% of its holdings.Approximately 10.10% of the portfolio was purchased this quarter.About 7.11% of the portfolio was sold this quarter.This quarter, Personal Cfo Solutions, LLC has purchased 448 new stocks and bought additional shares in 205 stocks.Personal Cfo Solutions, LLC sold shares of 204 stocks and completely divested from 35 stocks this quarter.Largest Holdings Chubb $55,991,802Apple $22,456,858Microsoft $16,415,792NVIDIA $14,881,456Amazon.com $13,116,190 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $1,022,574 Holding81369Y852 - Communication Services Select Sector SPDR Fund $978,512 Holding45168D104 - IDEXX Laboratories $948,785 HoldingM7S64H106 - monday.com $911,992 Holding81369Y860 - Real Estate Select Sector SPDR Fund $898,151 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 13,946 shares (about $5.92M)NVIDIA 32,645 shares (about $5.16M)iShares MSCI EAFE Growth ETF 36,874 shares (about $4.13M)Philip Morris International 7,631 shares (about $1.39M)iShares 1-3 Year Treasury Bond ETF 13,229 shares (about $1.10M) Largest Sales this Quarter Merck & Co., Inc. 28,729 shares (about $2.27M)Amazon.com 5,099 shares (about $1.12M)Tesla 3,084 shares (about $979.64K)Intuit 1,118 shares (about $880.71K)iShares iBoxx $ High Yield Corporate Bond ETF 8,112 shares (about $654.24K) 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$55,991,802$84,888 ▼-0.2%193,26210.4%FinanceAAPLApple$22,456,858$43,701 ▲0.2%109,4554.2%Computer and TechnologyMSFTMicrosoft$16,415,792$579,972 ▲3.7%33,0033.0%Computer and TechnologyNVDANVIDIA$14,881,456$5,157,605 ▲53.0%94,1922.8%Computer and TechnologyAMZNAmazon.com$13,116,190$1,118,666 ▼-7.9%59,7852.4%Retail/WholesaleUWMProShares Ultra Russell 2000$12,158,512$625,736 ▼-4.9%322,7642.2%ETFGOOGLAlphabet$10,417,598$345,937 ▲3.4%59,1141.9%Computer and TechnologyITTITT$9,295,033$6,587 ▼-0.1%59,2681.7%Multi-Sector ConglomeratesFNCLFidelity MSCI Financials Index ETF$8,832,705$606,612 ▲7.4%119,2961.6%ETFIWFiShares Russell 1000 Growth ETF$7,430,316$5,921,325 ▲392.4%17,5001.4%ETFGOOGAlphabet$6,512,662$574,208 ▼-8.1%36,7141.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,333,700$536,304 ▲9.3%10,2511.2%FinanceBRK.BBerkshire Hathaway$5,052,920$101,525 ▲2.1%10,4020.9%FinanceVVisa$4,883,947$132,075 ▼-2.6%13,7560.9%Business ServicesEFGiShares MSCI EAFE Growth ETF$4,722,266$4,129,897 ▲697.2%42,1630.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,358,560$282,831 ▲6.9%100,8460.8%ETFNFLXNetflix$4,321,480$267,833 ▲6.6%3,2270.8%Consumer DiscretionaryMETAMeta Platforms$4,301,325$270,862 ▲6.7%5,8280.8%Computer and TechnologyORCLOracle$4,231,393$142,548 ▼-3.3%19,3540.8%Computer and TechnologyMAMastercard$4,107,604$159,022 ▼-3.7%7,3100.8%Business ServicesBABoeing$3,937,742$552,118 ▲16.3%18,7930.7%AerospaceGLDSPDR Gold Shares$3,925,023$218,870 ▲5.9%12,8760.7%FinanceLLYEli Lilly and Company$3,481,630$225,300 ▲6.9%4,4660.6%MedicalQQQInvesco QQQ$3,418,256$424,179 ▲14.2%6,1970.6%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,382,969$654,237 ▼-16.2%41,9460.6%ETFTSMTaiwan Semiconductor Manufacturing$3,307,431$273,373 ▼-7.6%14,6030.6%Computer and TechnologyXOMExxon Mobil$3,251,913$97,560 ▲3.1%30,1660.6%EnergyVZVerizon Communications$3,186,046$35,438 ▲1.1%73,6320.6%Computer and TechnologyAXPAmerican Express$3,179,697$348,338 ▼-9.9%9,9680.6%FinanceJPMJPMorgan Chase & Co.$3,009,773$307,877 ▲11.4%10,3820.6%FinanceTSLATesla$2,954,804$979,640 ▼-24.9%9,3020.5%Auto/Tires/TrucksAVGOBroadcom$2,936,380$218,306 ▲8.0%10,6530.5%Computer and TechnologyMOAltria Group$2,808,346$54,057 ▼-1.9%47,8990.5%Consumer StaplesGDGeneral Dynamics$2,757,826$122,784 ▼-4.3%9,4560.5%AerospaceCVXChevron$2,612,393$32,934 ▲1.3%18,2440.5%EnergyPMPhilip Morris International$2,528,798$1,389,792 ▲122.0%13,8850.5%Consumer StaplesSAPSAP$2,510,375$31,019 ▼-1.2%8,2550.5%Computer and TechnologyCBRECBRE Group$2,443,132$15,413 ▼-0.6%17,4360.5%FinanceTAT&T$2,377,623$18,724 ▲0.8%82,1570.4%Computer and TechnologyABTAbbott Laboratories$2,369,017$19,313 ▼-0.8%17,4180.4%MedicalRTXRTX$2,345,997$96,083 ▼-3.9%16,0660.4%AerospaceSESEA$2,331,285$84,608 ▲3.8%14,5760.4%Computer and TechnologyNOWServiceNow$2,304,707$295,027 ▲14.7%2,2420.4%Computer and TechnologyADBEAdobe$2,255,510$25,921 ▲1.2%5,8300.4%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$2,205,798$58,143 ▲2.7%18,1340.4%ManufacturingSHOPShopify$2,122,209$85,936 ▲4.2%18,3980.4%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$2,020,694$12,154 ▲0.6%18,4540.4%ETFJNJJohnson & Johnson$1,998,268$20,163 ▼-1.0%13,0820.4%MedicalMRKMerck & Co., Inc.$1,986,398$2,274,229 ▼-53.4%25,0930.4%MedicalIWDiShares Russell 1000 Value ETF$1,959,199$1,035,441 ▲112.1%10,0870.4%ETFAONAON$1,927,683$135,933 ▼-6.6%5,4030.4%FinanceGSThe Goldman Sachs Group$1,902,371$304,323 ▼-13.8%2,6880.4%FinanceGEGE Aerospace$1,835,125$4,375 ▲0.2%7,1300.3%AerospaceWMTWalmart$1,796,784$36,080 ▼-2.0%18,3760.3%Retail/WholesaleSPOTSpotify Technology$1,796,655$131,238 ▼-6.8%2,3410.3%Computer and TechnologyCMCSAComcast$1,771,320$24,626 ▼-1.4%49,6310.3%Consumer DiscretionaryWRBW.R. Berkley$1,770,146$8,890 ▲0.5%24,0930.3%FinanceBACBank of America$1,729,862$13,297 ▼-0.8%36,5570.3%FinanceJNKSPDR Bloomberg High Yield Bond ETF$1,656,465$41,533 ▼-2.4%17,0300.3%FinancePFEPfizer$1,642,512$421,875 ▼-20.4%67,7600.3%MedicalCOSTCostco Wholesale$1,617,210$113,818 ▲7.6%1,6340.3%Retail/WholesaleZTSZoetis$1,606,694$162,806 ▲11.3%10,3030.3%MedicalLINDE PLC$1,595,842$111,676 ▲7.5%3,4010.3%SHSINTUIntuit$1,575,510$880,710 ▼-35.9%2,0000.3%Computer and TechnologyKOCocaCola$1,567,339$21,154 ▲1.4%22,1530.3%Consumer StaplesMCKMcKesson$1,559,396$1,466 ▲0.1%2,1280.3%MedicalACNAccenture$1,541,183$43,342 ▼-2.7%5,1560.3%Computer and TechnologyQCOMQUALCOMM$1,518,079$37,426 ▼-2.4%9,5320.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,516,821$133,865 ▲9.7%11,1270.3%CL ACARRCarrier Global$1,501,328$4,611 ▲0.3%20,5130.3%ConstructionASMLASML$1,495,753$28,055 ▲1.9%1,8660.3%Computer and TechnologyCOFCapital One Financial$1,453,878$394,268 ▲37.2%6,8330.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,444,084$1,096,155 ▲315.1%17,4280.3%ManufacturingETEnergy Transfer$1,430,048$57,237 ▼-3.8%78,8770.3%EnergyIBMInternational Business Machines$1,418,432$498,750 ▼-26.0%4,8120.3%Computer and TechnologyNVONovo Nordisk A/S$1,400,677$374,499 ▼-21.1%20,2940.3%MedicalTMOThermo Fisher Scientific$1,343,201$25,137 ▼-1.8%3,3130.2%MedicalMELIMercadoLibre$1,338,179$7,841 ▲0.6%5120.2%Retail/WholesaleDDominion Energy$1,330,156$39,169 ▲3.0%23,5340.2%UtilitiesPGProcter & Gamble$1,315,854$57,357 ▲4.6%8,2590.2%Consumer StaplesBMYBristol Myers Squibb$1,302,747$231,266 ▼-15.1%28,1430.2%MedicalUNHUnitedHealth Group$1,288,104$79,239 ▼-5.8%4,1290.2%MedicalSOSouthern$1,277,824$3,214 ▲0.3%13,9150.2%UtilitiesNKENIKE$1,269,313$79,847 ▲6.7%17,8680.2%Consumer DiscretionaryMSCIMSCI$1,241,901$8,076 ▼-0.6%2,1530.2%FinanceWDAYWorkday$1,225,680$96,960 ▼-7.3%5,1070.2%Computer and TechnologyABBVAbbVie$1,200,214$163,531 ▼-12.0%6,4660.2%MedicalSBUXStarbucks$1,185,355$337,390 ▲39.8%12,9360.2%Retail/WholesaleCPCanadian Pacific Kansas City$1,179,201$18,390 ▼-1.5%14,8760.2%TransportationRBARB Global$1,178,284$4,566 ▲0.4%11,0960.2%Business ServicesCSCOCisco Systems$1,153,807$17,484 ▲1.5%16,6300.2%Computer and TechnologyAZNAstraZeneca$1,153,430$384,057 ▼-25.0%16,5060.2%MedicalHDHome Depot$1,151,991$41,064 ▲3.7%3,1420.2%Retail/WholesaleCRMSalesforce$1,142,805$149,156 ▲15.0%4,1910.2%Computer and TechnologyWFCWells Fargo & Company$1,142,769$185,240 ▲19.3%14,2630.2%FinanceNSCNorfolk Southern$1,121,654$31,740 ▼-2.8%4,3820.2%TransportationAMPAmeriprise Financial$1,092,998$96,064 ▼-8.1%2,0480.2%FinanceYUMYum! Brands$1,067,198$358,301 ▲50.5%7,2020.2%Retail/WholesaleABNBAirbnb$1,067,190$11,381 ▼-1.1%8,0640.2%Consumer DiscretionaryAMATApplied Materials$1,065,554$86,599 ▲8.8%5,8200.2%Computer and TechnologyShowing 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. 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