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

About Personal Cfo Solutions, LLC

Investment Activity

Personal Cfo Solutions, LLC has $492.53 million in total holdings as of March 31, 2025.
Personal Cfo Solutions, LLC owns shares of 448 different stocks, but just 164 companies or ETFs make up 80% of its holdings.
Approximately 7.46% of the portfolio was purchased this quarter.
About 8.73% of the portfolio was sold this quarter.
This quarter, Personal Cfo Solutions, LLC has purchased 457 new stocks and bought additional shares in 196 stocks.
Personal Cfo Solutions, LLC sold shares of 206 stocks and completely divested from 52 stocks this quarter.

Largest Holdings

Chubb: $58,451,732
Apple: $24,265,921
Amazon.com: $12,344,821
Microsoft: $11,951,171
ProShares Ultra Russell 2000: $11,348,699

Largest New Holdings this Quarter

316092501 - Fidelity MSCI Financials Index ETF: $7,723,853 Holding
464287614 - iShares Russell 1000 Growth ETF: $1,283,132 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $1,136,104 Holding
46428Q109 - iShares Silver Trust: $772,922 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $702,566 Holding

Largest Purchases this Quarter

Fidelity MSCI Financials Index ETF: 111,103 shares (about $7.72M)
iShares Russell 1000 Growth ETF: 3,554 shares (about $1.28M)
Health Care Select Sector SPDR Fund: 7,781 shares (about $1.14M)
AON: 2,510 shares (about $1.00M)
iShares Silver Trust: 24,941 shares (about $772.92K)

Largest Sales this Quarter

VictoryShares Core Intermediate Bond ETF: 114,068 shares (about $5.35M)
iShares MSCI Intl Quality Factor ETF: 32,392 shares (about $1.29M)
ProShares Ultra Russell 2000: 25,973 shares (about $868.54K)
Netflix: 656 shares (about $611.82K)
iShares Russell 1000 Value ETF: 2,937 shares (about $552.60K)

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	$58,451,732	$59,794 ▼	-0.1%	193,555	11.9%	Finance
AAPL Apple	$24,265,921	$83,299 ▼	-0.3%	109,242	4.9%	Computer and Technology
AMZN Amazon.com	$12,344,821	$472,035 ▼	-3.7%	64,884	2.5%	Retail/Wholesale
MSFT Microsoft	$11,951,171	$359,995 ▲	3.1%	31,837	2.4%	Computer and Technology
UWM ProShares Ultra Russell 2000	$11,348,699	$868,537 ▼	-7.1%	339,375	2.3%	ETF
GOOGL Alphabet	$8,837,869	$144,589 ▲	1.7%	57,151	1.8%	Computer and Technology
FNCL Fidelity MSCI Financials Index ETF	$7,723,853	$7,723,853 ▲	New Holding	111,103	1.6%	ETF
ITT ITT	$7,660,493	$22,474 ▼	-0.3%	59,310	1.6%	Multi-Sector Conglomerates
NVDA NVIDIA	$6,670,474	$759,420 ▲	12.8%	61,547	1.4%	Computer and Technology
GOOG Alphabet	$6,241,579	$287,152 ▼	-4.4%	39,951	1.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$5,704,287	$93,638 ▲	1.7%	204,016	1.2%	ETF
BRK.B Berkshire Hathaway	$5,428,472	$120,893 ▲	2.3%	10,193	1.1%	Finance
SPY SPDR S&P 500 ETF Trust	$5,249,010	$264,045 ▲	5.3%	9,383	1.1%	Finance
V Visa	$4,951,234	$153,149 ▲	3.2%	14,128	1.0%	Business Services
MRK Merck & Co., Inc.	$4,831,101	$36,443 ▼	-0.7%	53,822	1.0%	Medical
MA Mastercard	$4,161,711	$23,020 ▲	0.6%	7,593	0.8%	Business Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,949,101	$207,324 ▲	5.5%	50,058	0.8%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$3,742,833	$1,285,634 ▼	-25.6%	94,302	0.8%	ETF
GLD SPDR Gold Shares	$3,503,281	$4,610 ▲	0.1%	12,158	0.7%	Finance
XOM Exxon Mobil	$3,479,956	$182,436 ▲	5.5%	29,261	0.7%	Energy
LLY Eli Lilly and Company	$3,449,663	$722,637 ▲	26.5%	4,177	0.7%	Medical
VZ Verizon Communications	$3,302,816	$107,504 ▼	-3.2%	72,813	0.7%	Computer and Technology
TSLA Tesla	$3,209,891	$501,983 ▲	18.5%	12,386	0.7%	Auto/Tires/Trucks
META Meta Platforms	$3,147,508	$206,914 ▲	7.0%	5,461	0.6%	Computer and Technology
CVX Chevron	$3,013,602	$84,817 ▲	2.9%	18,014	0.6%	Energy
AXP American Express	$2,975,611	$79,368 ▼	-2.6%	11,060	0.6%	Finance
MO Altria Group	$2,930,244	$36,672 ▲	1.3%	48,821	0.6%	Consumer Staples
NFLX Netflix	$2,823,125	$611,817 ▼	-17.8%	3,027	0.6%	Consumer Discretionary
ORCL Oracle	$2,797,060	$371,338 ▲	15.3%	20,006	0.6%	Computer and Technology
BA Boeing	$2,755,783	$314,839 ▲	12.9%	16,158	0.6%	Aerospace
GD General Dynamics	$2,692,304	$3,544 ▲	0.1%	9,877	0.5%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$2,624,421	$4,482 ▼	-0.2%	15,810	0.5%	Computer and Technology
QQQ Invesco QQQ	$2,545,399	$54,397 ▲	2.2%	5,428	0.5%	Finance
ABT Abbott Laboratories	$2,329,284	$11,142 ▲	0.5%	17,560	0.5%	Medical
AON AON	$2,308,408	$1,001,747 ▲	76.7%	5,784	0.5%	Finance
T AT&T	$2,305,093	$5,006 ▼	-0.2%	81,510	0.5%	Computer and Technology
UNH UnitedHealth Group	$2,295,577	$117,319 ▲	5.4%	4,383	0.5%	Medical
CBRE CBRE Group	$2,294,666	$202,578 ▼	-8.1%	17,546	0.5%	Finance
JPM JPMorgan Chase & Co.	$2,286,182	$35,078 ▼	-1.5%	9,320	0.5%	Finance
SAP SAP	$2,243,238	$258,763 ▼	-10.3%	8,357	0.5%	Computer and Technology
RTX RTX	$2,215,299	$32,851 ▲	1.5%	16,724	0.4%	Aerospace
ADBE Adobe	$2,210,283	$12,656 ▼	-0.6%	5,763	0.4%	Computer and Technology
JNJ Johnson & Johnson	$2,191,468	$87,234 ▲	4.1%	13,214	0.4%	Medical
PFE Pfizer	$2,158,045	$1,520 ▲	0.1%	85,164	0.4%	Medical
BMY Bristol-Myers Squibb	$2,021,157	$294,766 ▼	-12.7%	33,139	0.4%	Medical
INTU Intuit	$1,914,592	$104,388 ▲	5.8%	3,118	0.4%	Computer and Technology
CMCSA Comcast	$1,856,848	$98,634 ▼	-5.0%	50,321	0.4%	Consumer Discretionary
SE SEA	$1,832,993	$203,564 ▼	-10.0%	14,047	0.4%	Computer and Technology
SKYY First Trust Cloud Computing ETF	$1,804,975	$3,476 ▼	-0.2%	17,656	0.4%	Manufacturing
NVO Novo Nordisk A/S	$1,785,967	$97,978 ▼	-5.2%	25,720	0.4%	Medical
WRB W. R. Berkley	$1,705,880	$1,921 ▲	0.1%	23,972	0.3%	Finance
GS The Goldman Sachs Group	$1,703,403	$78,123 ▲	4.8%	3,118	0.3%	Finance
SHOP Shopify	$1,685,508	$161,075 ▼	-8.7%	17,653	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$1,679,226	$25,375 ▲	1.5%	3,375	0.3%	Medical
JNK SPDR Bloomberg High Yield Bond ETF	$1,663,609	$74,427 ▲	4.7%	17,457	0.3%	Finance
ACN Accenture	$1,654,192	$221,558 ▼	-11.8%	5,301	0.3%	Computer and Technology
AVGO Broadcom	$1,651,106	$134,955 ▼	-7.6%	9,861	0.3%	Computer and Technology
WMT Walmart	$1,645,602	$167,677 ▲	11.3%	18,745	0.3%	Retail/Wholesale
IGV iShares Expanded Tech-Software Sector ETF	$1,632,302	$154,483 ▲	10.5%	18,343	0.3%	ETF
IBM International Business Machines	$1,617,215	$257,352 ▲	18.9%	6,504	0.3%	Computer and Technology
AZN AstraZeneca	$1,617,138	$51,744 ▲	3.3%	22,002	0.3%	Medical
KO Coca-Cola	$1,565,215	$124,120 ▲	8.6%	21,854	0.3%	Consumer Staples
NOW ServiceNow	$1,556,261	$430,658 ▼	-21.7%	1,955	0.3%	Computer and Technology
ABBV AbbVie	$1,539,251	$35,826 ▼	-2.3%	7,347	0.3%	Medical
BAC Bank of America	$1,537,255	$115,968 ▲	8.2%	36,838	0.3%	Finance
ET Energy Transfer	$1,525,006	$2,919 ▼	-0.2%	82,034	0.3%	Energy
ZTS Zoetis	$1,524,558	$116,412 ▲	8.3%	9,259	0.3%	Medical
QCOM QUALCOMM	$1,500,292	$30,261 ▲	2.1%	9,767	0.3%	Computer and Technology
LINDE PLC	$1,472,767	$21,884 ▲	1.5%	3,163	0.3%	SHS
COST Costco Wholesale	$1,436,177	$157,894 ▲	12.4%	1,519	0.3%	Retail/Wholesale
MCK McKesson	$1,430,777	$93,546 ▲	7.0%	2,126	0.3%	Medical
GE GE Aerospace	$1,423,606	$159,913 ▼	-10.1%	7,113	0.3%	Industrials
SPOT Spotify Technology	$1,381,559	$95,697 ▼	-6.5%	2,512	0.3%	Business Services
PG Procter & Gamble	$1,346,170	$17,213 ▲	1.3%	7,899	0.3%	Consumer Staples
CARR Carrier Global	$1,296,514	$7,671 ▲	0.6%	20,450	0.3%	Computer and Technology
WDAY Workday	$1,286,984	$102,987 ▼	-7.4%	5,511	0.3%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,283,132	$1,283,132 ▲	New Holding	3,554	0.3%	ETF
D Dominion Energy	$1,280,718	$23,662 ▼	-1.8%	22,841	0.3%	Utilities
SO Southern	$1,276,236	$4,873 ▲	0.4%	13,880	0.3%	Utilities
MSCI MSCI	$1,225,582	$188,334 ▼	-13.3%	2,167	0.2%	Finance
ASML ASML	$1,213,440	$141,159 ▲	13.2%	1,831	0.2%	Computer and Technology
RACE Ferrari	$1,211,338	$25,245 ▼	-2.0%	2,831	0.2%	Auto/Tires/Trucks
XLP Consumer Staples Select Sector SPDR Fund	$1,168,899	$17,805 ▼	-1.5%	14,312	0.2%	ETF
REGN Regeneron Pharmaceuticals	$1,159,393	$15,222 ▼	-1.3%	1,828	0.2%	Medical
XLU Utilities Select Sector SPDR Fund	$1,142,458	$20,501 ▼	-1.8%	14,489	0.2%	ETF
LOW Lowe's Companies	$1,139,359	$4,198 ▲	0.4%	4,885	0.2%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$1,136,104	$1,136,104 ▲	New Holding	7,781	0.2%	ETF
HD Home Depot	$1,110,591	$13,195 ▼	-1.2%	3,030	0.2%	Retail/Wholesale
RBA RB Global	$1,108,616	$1,003 ▲	0.1%	11,053	0.2%	Business Services
COP ConocoPhillips	$1,079,317	$161,210 ▲	17.6%	10,277	0.2%	Energy
AMP Ameriprise Financial	$1,078,411	$4,840 ▼	-0.4%	2,228	0.2%	Finance
NSC Norfolk Southern	$1,067,342	$24,871 ▼	-2.3%	4,506	0.2%	Transportation
XLF Financial Select Sector SPDR Fund	$1,065,548	$156,007 ▼	-12.8%	21,392	0.2%	ETF
NKE NIKE	$1,062,933	$93,699 ▼	-8.1%	16,744	0.2%	Consumer Discretionary
CP Canadian Pacific Kansas City	$1,060,733	$154,883 ▼	-12.7%	15,108	0.2%	Transportation
MDT Medtronic	$1,043,645	$75,753 ▲	7.8%	11,614	0.2%	Medical
CSCO Cisco Systems	$1,010,663	$240,972 ▲	31.3%	16,378	0.2%	Computer and Technology
APD Air Products and Chemicals	$1,000,188	$250,121 ▲	33.3%	3,391	0.2%	Basic Materials
MELI MercadoLibre	$992,993	$111,200 ▲	12.6%	509	0.2%	Retail/Wholesale
PM Philip Morris International	$992,706	$60,794 ▼	-5.8%	6,254	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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