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CIK: 0001677501
Total reported value
$691.9M
$691.9M
448 檔
17.1%
During the Q1 2025 filing period, Personal Cfo Solutions, LLC (CIK: 0001677501) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $691.9M across 448 reported positions.
In Q1 2025, Personal Cfo Solutions, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 11.87% | +1.08% | -0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.93% | +1.24% | -0.34% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.48% | -3.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | +0.16% | +3.11% | |
| 5 | UWM | Proshares Ultra Russell2000 | ETF-Other | 2.30% | — | -7.11% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -0.43% | +1.66% | |
| 7 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.57% | — | — | |
| 8 | ITT | Itt Inc | Stock-Industrials | 1.56% | +0.11% | -0.29% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.55% | +12.85% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +1.40% | -4.40% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.16% | -0.74% | EXIT | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | +0.07% | +2.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.13% | +5.30% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.03% | +3.19% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.05% | -0.75% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.05% | +0.56% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.80% | +0.07% | +5.54% | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 0.76% | +0.15% | -25.57% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.16% | +0.13% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.65% | EXIT | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.12% | +26.50% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | -0.05% | -3.15% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.14% | +18.54% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.10% | +7.04% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.13% | +2.90% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.60% | +0.06% | -2.60% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.59% | +0.04% | +1.27% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.10% | -17.81% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.01% | +15.31% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.56% | +0.06% | +12.90% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | +0.02% | +0.13% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.44% | -0.17% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | — | +2.18% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | +0.02% | +0.48% | |
| 35 | AON | Aon plc | Stock-Financials | 0.47% | -0.10% | +76.66% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.09% | -0.22% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.15% | +5.39% | |
| 38 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.47% | +0.01% | -8.11% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.06% | -1.51% | |
| 40 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.46% | -0.06% | -10.34% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.45% | — | +1.51% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.45% | — | -0.57% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.09% | +4.15% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | -0.04% | +0.07% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.41% | -0.01% | -12.73% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.10% | +5.77% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | -0.04% | -5.04% | |
| 48 | SE | Sea Ltd-adr | Stock-Comm Services | 0.37% | +0.08% | -10.00% | |
| 49 | SKYY | First Trust Cloud Computing | ETF-Other | 0.37% | -0.23% | EXIT | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.36% | +0.03% | -5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | UWM | Proshares Ultra Russell2000 | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | FNCL | Fidelity Msci Financial Indx | — | NEW | New buy |
| 8 | ITT | Itt Inc | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 16 | MA | Mastercard Inc - A | — | NEW | New buy |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 18 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 19 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 20 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 21 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 22 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 23 | TSLA | Tesla Inc | — | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 25 | CVX | Chevron CORP | — | NEW | New buy |
| 26 | AXP | American Express Co | — | NEW | New buy |
| 27 | MO | Altria Group Inc | — | NEW | New buy |
| 28 | NFLX | Netflix Inc | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | NEW | New buy |
| 30 | BA | Boeing Co/the | — | NEW | New buy |
| 31 | GD | General Dynamics CORP | — | NEW | New buy |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 34 | ABT | Abbott Laboratories | — | NEW | New buy |
| 35 | AON | Aon plc | — | NEW | New buy |
| 36 | T | At&t Inc | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 41 | RTX | Rtx CORP | — | NEW | New buy |
| 42 | ADBE | Adobe Inc | — | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | PFE | Pfizer Inc | — | NEW | New buy |
| 45 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 48 | SE | Sea Ltd-adr | — | NEW | New buy |
| 49 | SKYY | First Trust Cloud Computing | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 448 disclosed positions in Q1 2025.
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, AMZN) accounted for 17.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
CB
市值: $58.5M
During Q1 2025, Personal Cfo Solutions, LLC's top holdings by market value included CB (11.9%)、AAPL (4.9%)、AMZN (2.5%). The largest single position, CB, represented 11.9% of total portfolio value.
In Q1 2025, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 50 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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