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CIK: 0001677501
Total reported value
$691.9M
$691.9M
457 檔
17.9%
At the close of Q4 2024, Personal Cfo Solutions, LLC disclosed equity holdings valued at approximately $691.9M, spread across 457 reported holdings.
In Q4 2024, Personal Cfo Solutions, LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 38 holdings to manage risk exposure.
Showing top 200 holdings (of 457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 10.53% | +1.08% | -0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.40% | +1.24% | +3.38% | |
| 3 | UWM | Proshares Ultra Russell2000 | ETF-Other | 3.01% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.48% | -5.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | +0.16% | +1.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -0.43% | -4.92% | |
| 7 | ITT | Itt Inc | Stock-Industrials | 1.67% | +0.11% | -0.10% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +1.40% | -1.22% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.55% | +1.33% | |
| 10 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.34% | — | +5.98% | |
| 11 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.14% | -0.06% | EXIT | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | -0.74% | EXIT | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | +0.05% | -5.16% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.13% | +3.64% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 0.93% | +0.15% | +14.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.07% | +2.08% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.03% | -1.14% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | +0.14% | -39.46% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.05% | -1.97% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.73% | +0.07% | +2.06% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.66% | +0.06% | +4.79% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.10% | -4.83% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.44% | +3.23% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.05% | +1.27% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.10% | +4.51% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.65% | EXIT | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.16% | +3.27% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.01% | +26.83% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | — | +2.49% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.52% | -0.06% | -25.82% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | +0.02% | -0.18% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.51% | — | -0.79% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.12% | +20.51% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.13% | +3.07% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.50% | +0.06% | +87.97% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.04% | -3.51% | |
| 37 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.49% | +0.01% | +9.50% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.16% | -3.42% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | +0.03% | -12.20% | |
| 40 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.45% | -0.06% | +93.54% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.06% | -2.28% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | -0.04% | -4.19% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.01% | +68.14% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.10% | -47.69% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.41% | -0.23% | EXIT | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.15% | -12.13% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.40% | -0.14% | -1.35% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.04% | -0.97% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | +0.02% | -0.82% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.38% | — | -0.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UWM | Proshares Ultra Russell2000 | +3% | NEW | New buy |
| 2 | CB | Chubb Limited | +2.7% | -0.02% | Trim |
| 3 | AAPL | Apple Inc | +2% | +3.38% | Add |
| 4 | AMZN | Amazon.com Inc | +1.1% | -5.42% | Trim |
| 5 | BA | Boeing Co/the | +0.3% | +87.97% | Add |
| 6 | SAP | Sap Se-sponsored Adr | +0.3% | +93.54% | Add |
| 7 | BMY | Bristol-myers Squibb Co | +0.3% | +68.14% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -5.16% | Trim |
| 9 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -12.20% | Trim |
| 10 | SPG | Simon Property Group Inc | -0.1% | -70.93% | Trim |
| 11 | CVS | Cvs Health CORP | -0.1% | -62.49% | Trim |
| 12 | PHM | Pultegroup Inc | -0.1% | EXIT | Sold out |
| 13 | QUAL | Ishares Msci USA Quality Fac | -0.1% | EXIT | Sold out |
| 14 | ACN | Accenture plc | -0.2% | -47.69% | Trim |
| 15 | SWKS | Skyworks Solutions Inc | -0.2% | EXIT | Sold out |
| 16 | RDVY | First Trust Rising Dividend | -0.2% | EXIT | Sold out |
| 17 | VHT | Vanguard Health Care ETF | -0.2% | EXIT | Sold out |
| 18 | IVW | Ishares S&p 500 Growth ETF | -0.2% | EXIT | Sold out |
| 19 | XLE | Ss Energy Select Sector | -0.2% | EXIT | Sold out |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | -0.2% | EXIT | Sold out |
| 21 | AVUV | Avantis US Small Cap Value | -0.2% | EXIT | Sold out |
| 22 | EYLD | Cambria Emerg Shrhldr Yield | -0.2% | EXIT | Sold out |
| 23 | JMUB | Jpmorgan Municipal ETF | -0.2% | EXIT | Sold out |
| 24 | VIG | Vanguard Dividend Apprec ETF | -0.3% | EXIT | Sold out |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | EXIT | Sold out |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | EXIT | Sold out |
| 27 | BUFG | Ft Vest Buffered Allocation | -0.3% | EXIT | Sold out |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | -0.3% | EXIT | Sold out |
| 29 | VOOV | Vanguard S&p 500 Value ETF | -0.5% | EXIT | Sold out |
| 30 | FTLS | First Trust Long/short Eqty | -0.5% | EXIT | Sold out |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.6% | EXIT | Sold out |
| 32 | FDVV | Fidelity High Dividend ETF | -0.6% | EXIT | Sold out |
| 33 | HDG | Proshares Hedge Replicat ETF | -0.6% | EXIT | Sold out |
| 34 | JIG | Jpmorgan International Growt | -0.6% | EXIT | Sold out |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | -0.6% | EXIT | Sold out |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.7% | EXIT | Sold out |
| 37 | EJUL | Innovator Emerging Markets P | -0.7% | EXIT | Sold out |
| 38 | RSP | Invesco S&p 500 Equal Weight | -0.7% | EXIT | Sold out |
| 39 | FNCL | Fidelity Msci Financial Indx | -0.7% | EXIT | Sold out |
| 40 | FIDU | Fidelity Msci Indust Indx | -0.8% | EXIT | Sold out |
| 41 | FTEC | Fidelity Msci Info Tech Indx | -0.8% | EXIT | Sold out |
| 42 | NJUL | Innovator Growth 100 Power B | -0.9% | EXIT | Sold out |
| 43 | CNA | Cna Financial CORP | -1.2% | EXIT | Sold out |
| 44 | BALT | Inn Defined Wealth Shield | -1.3% | EXIT | Sold out |
| 45 | BJUL | Innovator U.s. Equity Buffer | -1.6% | EXIT | Sold out |
| 46 | KAPR | Innovator U.s. Small Cap Pow | -1.6% | EXIT | Sold out |
| 47 | VOO | Vanguard S&p 500 ETF | -1.6% | EXIT | Sold out |
| 48 | IAPR | Innovator International Deve | -1.7% | EXIT | Sold out |
| 49 | EFA | Ishares Msci Eafe ETF | -2.5% | EXIT | Sold out |
| 50 | PJUL | Innovator U.s. Equity Power | -2.8% | 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 457 disclosed positions in Q4 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, UWM) accounted for 17.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
UWM
市值: $15.3M
Top Position Liquidated / Trimmed
PJUL
前期市值: $20.2M
During Q4 2024, Personal Cfo Solutions, LLC's top holdings by market value included CB (10.5%)、AAPL (5.4%)、UWM (3.0%). The largest single position, CB, represented 10.5% of total portfolio value.
In Q4 2024, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 7 holdings, and fully liquidating 38 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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