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CIK: 0001677501
Total reported value
$691.9M
$691.9M
541 檔
16.1%
According to the latest 13F quarterly dataset, Personal Cfo Solutions, LLC managed an equity portfolio of $691.9M at the end of Q1 2024, spanning 541 distinct U.S. exchange-listed positions.
During Q1 2024, Personal Cfo Solutions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 541 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 6.84% | +1.08% | -0.38% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.26% | -0.12% | EXIT | |
| 3 | PMAR | Innovator U.s. Equity Power | ETF-Other | 2.97% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.31% | +1.24% | +0.24% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | +0.16% | +2.42% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.48% | +2.39% | |
| 7 | IMAR | Innovator Intdevpow Buf-mar | ETF-Other | 1.78% | — | — | |
| 8 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.71% | — | — | |
| 9 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.67% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | -0.43% | -0.41% | |
| 11 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.32% | +0.20% | +0.78% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | — | -10.81% | |
| 13 | ITT | Itt Inc | Stock-Industrials | 1.26% | +0.11% | -0.02% | |
| 14 | CNA | Cna Financial CORP | Stock-Other | 1.26% | — | — | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | +0.05% | +14.86% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +1.40% | +3.36% | |
| 17 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.99% | -1.18% | EXIT | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.91% | — | -4.60% | |
| 19 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.89% | — | -0.92% | |
| 20 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.88% | -0.06% | EXIT | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.87% | — | -1.67% | |
| 22 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.75% | — | +0.38% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.55% | +1.79% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.10% | -0.05% | |
| 26 | HDG | Proshares Hedge Replicat ETF | ETF-Other | 0.70% | — | +1.06% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.70% | — | -0.64% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.10% | EXIT | |
| 29 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.67% | -0.35% | EXIT | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.13% | -1.57% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | +0.07% | -5.16% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.03% | +7.00% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | +0.07% | +1.74% | |
| 34 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.60% | — | -1.42% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | +0.03% | +0.36% | |
| 36 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 0.59% | — | +1.16% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.05% | +4.15% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | -2.37% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.65% | EXIT | |
| 40 | IQLT | Ishares Msci International Q | ETF-Other | 0.49% | +0.15% | +29.31% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.10% | +13.09% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.14% | -1.52% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.43% | +0.02% | -4.97% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.13% | +4.38% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.06% | -11.95% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.42% | +0.06% | -4.59% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.41% | — | -7.02% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.01% | +6.05% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | -0.04% | +5.86% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.16% | -2.99% |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 541 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CB, IWM, PMAR) accounted for 16.1% of total reported equity market value during Q1 2024.
During Q1 2024, Personal Cfo Solutions, LLC's top holdings by market value included CB (6.8%)、IWM (3.3%)、PMAR (3.0%). The largest single position, CB, represented 6.8% of total portfolio value.
In Q1 2024, Personal Cfo Solutions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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