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CIK: 0001677501
Total reported value
$691.9M
$691.9M
561 檔
19.1%
As reported in its official Q3 2024 Form 13F filing, Personal Cfo Solutions, LLC's tracked investment portfolio stood at $691.9M with 561 total positions.
In Q3 2024, Personal Cfo Solutions, LLC displayed an active expansion posture, initiating 13 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CB, AAPL, PJUL) accounted for 19.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
PJUL
市值: $20.2M
Top Position Liquidated / Trimmed
PAPR
前期市值: $19.6M
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 7.81% | +1.08% | +0.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.45% | +1.24% | +9.86% | |
| 3 | PJUL | Innovator U.s. Equity Power | ETF-Other | 2.82% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.53% | +1.97% | -6.79% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.48% | -1.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | +0.16% | -3.16% | |
| 7 | IAPR | Innovator International Deve | ETF-Other | 1.69% | — | +0.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | — | +20.66% | |
| 9 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.60% | — | — | |
| 10 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.60% | — | +1.40% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.43% | -1.46% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.33% | +0.20% | +2.01% | |
| 13 | ITT | Itt Inc | Stock-Industrials | 1.24% | +0.11% | -0.03% | |
| 14 | CNA | Cna Financial CORP | Stock-Other | 1.22% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +1.40% | -6.07% | |
| 16 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.93% | — | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.55% | +0.09% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | +0.05% | +11.45% | |
| 19 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.85% | -0.06% | EXIT | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.84% | — | -5.40% | |
| 21 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.78% | — | -6.28% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.78% | — | -9.69% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.74% | EXIT | |
| 24 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.73% | — | — | |
| 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 | 0.69% | +0.13% | +3.32% | |
| 27 | EJUL | Innovator Emerging Markets P | ETF-Emerging Markets | 0.68% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | — | +0.15% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.64% | — | +27.10% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.64% | +0.15% | +30.49% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.14% | +2.41% | |
| 32 | HDG | Proshares Hedge Replicat ETF | ETF-Other | 0.63% | — | +0.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | +0.07% | +3.86% | |
| 34 | JIG | Jpmorgan International Growt | ETF-Other | 0.63% | — | — | |
| 35 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.58% | — | +2.24% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | +0.45% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.10% | +0.43% | |
| 38 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.53% | — | +0.51% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.03% | -1.01% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.05% | +1.58% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.52% | +0.07% | -4.01% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | +0.03% | +0.37% | |
| 43 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | — | +0.32% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.65% | EXIT | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.05% | +12.85% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.42% | — | +19.62% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.06% | -2.04% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.42% | +0.02% | +0.07% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.41% | +0.06% | -12.25% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.16% | +3.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PJUL | Innovator U.s. Equity Power | +2.8% | NEW | New buy |
| 2 | BJUL | Innovator U.s. Equity Buffer | +1.6% | NEW | New buy |
| 3 | NJUL | Innovator Growth 100 Power B | +0.9% | NEW | New buy |
| 4 | FNCL | Fidelity Msci Financial Indx | +0.7% | NEW | New buy |
| 5 | EJUL | Innovator Emerging Markets P | +0.7% | NEW | New buy |
| 6 | JIG | Jpmorgan International Growt | +0.6% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.3% | +9.86% | Add |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | NEW | New buy |
| 9 | CB | Chubb Limited | +0.3% | +0.52% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +20.66% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +140.42% | Add |
| 12 | EYLD | Cambria Emerg Shrhldr Yield | +0.2% | NEW | New buy |
| 13 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 14 | IQLT | Ishares Msci International Q | +0.1% | +30.49% | Add |
| 15 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | New buy |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +27.10% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +2.41% | Add |
| 18 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 19 | CTLTEUR | Catalent Inc | +0.1% | NEW | New buy |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +37.97% | Add |
| 21 | PSEP | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 22 | ITT | Itt Inc | +0.1% | -0.03% | Trim |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +30.94% | Add |
| 24 | CBRE | Cbre Group Inc - A | +0.1% | +0.33% | Add |
| 25 | VZ | Verizon Communications Inc | +0.1% | +12.85% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.86% | Add |
| 27 | ACN | Accenture plc | 0% | +0.43% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.63% | Add |
| 29 | KAPR | Innovator U.s. Small Cap Pow | -0.1% | +1.40% | Add |
| 30 | IAPR | Innovator International Deve | -0.1% | +0.74% | Add |
| 31 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 32 | EMN | Eastman Chemical Co | -0.1% | EXIT | Sold out |
| 33 | PAVE | Global X US Infrastructure | -0.1% | EXIT | Sold out |
| 34 | IWF | Ishares Russell 1000 Growth | -0.1% | -44.49% | Trim |
| 35 | ICOW | Pacer Developed Markets Inte | -0.1% | -72.73% | Trim |
| 36 | XLE | Ss Energy Select Sector | -0.1% | -35.10% | Trim |
| 37 | RNEM | Emerging Markets Eqty Select | -0.2% | EXIT | Sold out |
| 38 | FERG | Ferguson Enterprises Inc. | -0.2% | EXIT | Sold out |
| 39 | CRM | Salesforce Inc | -0.2% | -46.20% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +0.37% | Add |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | EXIT | Sold out |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | -6.07% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.3% | -1.44% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.46% | Trim |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | EXIT | Sold out |
| 46 | MSFT | Microsoft CORP | -0.3% | -3.16% | Trim |
| 47 | EAPR | Innovator Emerging Markets P | -0.7% | EXIT | Sold out |
| 48 | NAPR | Innovator Growth 100 Power B | -1% | EXIT | Sold out |
| 49 | BAPR | Innovator U.s. Equity Buffer | -1.7% | EXIT | Sold out |
| 50 | PAPR | Innovator U.s. Equity Power | -3% | EXIT | Sold out |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 561 disclosed positions in Q3 2024.
During Q3 2024, Personal Cfo Solutions, LLC's top holdings by market value included CB (7.8%)、AAPL (3.5%)、PJUL (2.8%). The largest single position, CB, represented 7.8% of total portfolio value.
In Q3 2024, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 17 positions, trimming 9 holdings, and fully liquidating 11 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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