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CIK: 0001677501
Total reported value
$691.9M
$691.9M
531 檔
17.5%
The Q2 2024 SEC filing reveals that Personal Cfo Solutions, LLC held a total portfolio value of $691.9M, covering 531 public equity positions.
During Q2 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 531 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 7.56% | +1.08% | +13.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.12% | +1.24% | +12.04% | |
| 3 | PAPR | Innovator U.s. Equity Power | ETF-Other | 3.01% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.80% | +1.97% | +3291.99% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.16% | +0.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.48% | -0.32% | |
| 7 | IAPR | Innovator International Deve | ETF-Other | 1.75% | — | — | |
| 8 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.72% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | -0.43% | +2.28% | |
| 10 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.65% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | — | +5.64% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.40% | +0.20% | +4.80% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +1.40% | +5.16% | |
| 14 | CNA | Cna Financial CORP | Stock-Other | 1.26% | — | — | |
| 15 | ITT | Itt Inc | Stock-Industrials | 1.18% | +0.11% | +0.02% | |
| 16 | NAPR | Innovator Growth 100 Power B | ETF-Other | 1.03% | — | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.55% | +939.95% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.05% | +2.93% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.93% | — | -1.31% | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.93% | — | -1.61% | |
| 21 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.89% | -0.06% | EXIT | |
| 22 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.83% | — | -1.36% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.74% | EXIT | |
| 24 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.70% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.10% | EXIT | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.13% | +5.64% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.68% | +0.03% | +3.04% | |
| 28 | HDG | Proshares Hedge Replicat ETF | ETF-Other | 0.67% | — | -1.60% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | — | +0.51% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +2.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | +0.07% | +1.15% | |
| 32 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.58% | — | — | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.58% | — | -5.63% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.57% | +0.07% | -7.39% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.03% | -1.76% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.65% | EXIT | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.10% | -12.09% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.52% | — | +43.13% | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | — | +166.65% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.05% | -1.30% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.14% | -0.01% | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.51% | +0.15% | +7.32% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.44% | +0.02% | +0.19% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.44% | +0.06% | +5.22% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.13% | -0.49% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.42% | — | -6.15% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.05% | +22.33% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.42% | -0.04% | +27.38% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.06% | -2.72% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.10% | -22.17% |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 531 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CB, AAPL, PAPR) accounted for 17.5% of total reported equity market value during Q2 2024.
During Q2 2024, Personal Cfo Solutions, LLC's top holdings by market value included CB (7.6%)、AAPL (3.1%)、PAPR (3.0%). The largest single position, CB, represented 7.6% of total portfolio value.
In Q2 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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