Personal Cfo Solutions
Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CB, IWM, PMAR, AAPL, MSFT, and represent 17.42% of Personal Cfo Solutions's stock portfolio.
- Added to shares of these 10 stocks: PMAR (+$19M), Innovator Etfs Tr (+$11M), BMAR (+$11M), KJAN (+$11M), NJAN (+$6.3M), UITB (+$5.6M), FTEC, SCHD, EJAN, FCOM.
- Started 150 new stock positions in MGK, DTEC, KJAN, TXT, EQIX, ONEQ, IEO, MOH, VXF, MGC.
- Reduced shares in these 10 stocks: PAUG (-$16M), IAPR (-$10M), KJUL (-$9.7M), BAUG (-$9.0M), NJUL (-$5.7M), JEPI (-$5.4M), FSTA, FHLC, EJUL, ITT.
- Sold out of its positions in ABM, AFL, AAP, ALL, AIG, ARIS, AZO, BILL, Biosig Tech, CDW.
- Personal Cfo Solutions was a net buyer of stock by $55M.
- Personal Cfo Solutions has $641M in assets under management (AUM), dropping by 26.66%.
- Central Index Key (CIK): 0001677501
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Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 541 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Personal Cfo Solutions has 541 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Personal Cfo Solutions March 31, 2024 positions
- Download the Personal Cfo Solutions March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chubb (CB) | 6.8 | $44M | 169k | 259.13 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.3 | $21M | 99k | 210.30 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 3.0 | $19M | NEW | 517k | 36.81 |
|
| Apple (AAPL) | 2.3 | $15M | +5% | 86k | 171.48 |
|
| Microsoft Corporation (MSFT) | 2.0 | $13M | +13% | 31k | 420.73 |
|
| Amazon (AMZN) | 2.0 | $13M | +2% | 73k | 180.38 |
|
| Innovator Etfs Trust Innovator Intl D | 1.8 | $11M | NEW | 442k | 25.74 |
|
| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 1.7 | $11M | NEW | 263k | 41.67 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 1.7 | $11M | NEW | 303k | 35.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $8.9M | +4% | 59k | 150.93 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.3 | $8.5M | 290k | 29.26 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $8.4M | -2% | 17k | 480.70 |
|
| Itt (ITT) | 1.3 | $8.1M | -26% | 60k | 136.03 |
|
| CNA Financial Corporation (CNA) | 1.3 | $8.1M | 178k | 45.42 |
|
|
| Merck & Co (MRK) | 1.0 | $6.6M | +13% | 50k | 131.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $6.5M | +2% | 43k | 152.26 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 1.0 | $6.3M | NEW | 146k | 43.58 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.9 | $5.8M | +144% | 118k | 49.56 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.9 | $5.7M | -11% | 84k | 67.81 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.9 | $5.6M | NEW | 122k | 46.38 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $5.6M | +850% | 36k | 155.84 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.8 | $4.8M | +15% | 50k | 95.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $4.7M | +1729% | 59k | 80.63 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $4.7M | +17% | 5.2k | 903.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $4.5M | 13k | 346.63 |
|
|
| Proshares Tr Hd Replication (HDG) | 0.7 | $4.5M | 91k | 49.25 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $4.5M | 37k | 120.99 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $4.4M | +293% | 26k | 169.38 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.7 | $4.3M | NEW | 148k | 28.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.1M | +3% | 7.9k | 523.09 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $4.1M | -13% | 52k | 77.73 |
|
| Visa Com Cl A (V) | 0.6 | $4.0M | +29% | 14k | 279.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.9M | +3% | 9.3k | 420.54 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $3.8M | +2% | 85k | 45.31 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $3.8M | 30k | 128.40 |
|
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.6 | $3.8M | 119k | 31.48 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $3.7M | +30% | 7.7k | 481.61 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.6M | +5% | 6.9k | 525.78 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.4M | +35% | 29k | 116.24 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $3.1M | +41% | 79k | 39.66 |
|
| Netflix (NFLX) | 0.5 | $3.1M | -12% | 5.1k | 607.38 |
|
| Tesla Motors (TSLA) | 0.5 | $3.0M | +69% | 17k | 175.80 |
|
| General Dynamics Corporation (GD) | 0.4 | $2.8M | -17% | 9.9k | 282.49 |
|
| Chevron Corporation (CVX) | 0.4 | $2.8M | +16% | 18k | 157.74 |
|
| Servicenow (NOW) | 0.4 | $2.7M | -12% | 3.5k | 762.56 |
|
| American Express Company (AXP) | 0.4 | $2.7M | -26% | 12k | 227.69 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.6M | -10% | 5.2k | 504.60 |
|
| salesforce (CRM) | 0.4 | $2.5M | 8.2k | 301.18 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.4M | +2% | 56k | 43.35 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.4M | -2% | 11k | 205.73 |
|
| UnitedHealth (UNH) | 0.4 | $2.3M | +6% | 4.7k | 494.73 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $2.3M | +33% | 30k | 76.19 |
|
| Verizon Communications (VZ) | 0.4 | $2.3M | -11% | 54k | 41.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.2M | -41% | 24k | 94.41 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | -4% | 14k | 158.19 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.2M | +11% | 22k | 97.53 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.3 | $2.2M | NEW | 39k | 56.18 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.2M | -9% | 4.4k | 485.62 |
|
| Pfizer (PFE) | 0.3 | $2.1M | +10% | 76k | 27.75 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $2.1M | -4% | 24k | 88.17 |
|
| Abbvie (ABBV) | 0.3 | $2.1M | +80% | 11k | 182.11 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $2.0M | +31% | 25k | 79.76 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.0M | +66% | 3.4k | 581.28 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $2.0M | +18% | 34k | 58.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.9M | +6% | 4.4k | 444.03 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.9M | +17% | 17k | 113.66 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | -5% | 2.4k | 778.21 |
|
| Altria (MO) | 0.3 | $1.9M | +114% | 44k | 43.62 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.9M | -17% | 9.4k | 200.31 |
|
| Icon SHS (ICLR) | 0.3 | $1.9M | -7% | 5.6k | 335.95 |
|
| Ferrari Nv Ord (RACE) | 0.3 | $1.8M | -2% | 4.1k | 436.02 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.8M | -27% | 1.8k | 970.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.8M | +34% | 6.8k | 259.94 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $1.7M | -11% | 18k | 95.20 |
|
| Cbre Group Cl A (CBRE) | 0.3 | $1.7M | NEW | 18k | 97.24 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.7M | 9.3k | 182.62 |
|
|
| Autodesk (ADSK) | 0.3 | $1.7M | +2% | 6.3k | 260.42 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.3 | $1.6M | +33% | 73k | 22.52 |
|
| At&t (T) | 0.2 | $1.6M | +10% | 89k | 17.60 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $1.5M | NEW | 16k | 95.60 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $1.5M | +7% | 47k | 31.95 |
|
| Intuit (INTU) | 0.2 | $1.5M | +6% | 2.3k | 650.03 |
|
| Aon Shs Cl A (AON) | 0.2 | $1.5M | -32% | 4.4k | 333.78 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.5M | +114% | 7.2k | 201.52 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.5M | -10% | 8.5k | 172.00 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.4M | +14% | 8.7k | 164.98 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.2 | $1.4M | +19% | 32k | 45.20 |
|
| Workday Cl A (WDAY) | 0.2 | $1.4M | 5.2k | 272.75 |
|
|
| W.R. Berkley Corporation (WRB) | 0.2 | $1.4M | -4% | 16k | 88.44 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.4M | NEW | 15k | 93.71 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.4M | -3% | 8.4k | 162.26 |
|
| Linde SHS (LIN) | 0.2 | $1.4M | -5% | 2.9k | 464.37 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $1.3M | -3% | 15k | 92.44 |
|
| McKesson Corporation (MCK) | 0.2 | $1.3M | -34% | 2.5k | 536.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.3M | -50% | 16k | 81.78 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.2 | $1.3M | NEW | 14k | 94.89 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $1.3M | +5% | 7.2k | 180.48 |
|
| Simon Property (SPG) | 0.2 | $1.3M | -17% | 8.3k | 156.49 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | +10% | 33k | 37.92 |
|
| Home Depot (HD) | 0.2 | $1.2M | +8% | 3.2k | 383.61 |
|
| General Electric Com New (GE) | 0.2 | $1.2M | +31% | 6.9k | 175.53 |
|
| Ferguson SHS (FERG) | 0.2 | $1.2M | +4% | 5.5k | 218.44 |
|
| Broadcom (AVGO) | 0.2 | $1.2M | -13% | 907.00 | 1325.52 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $1.2M | 6.1k | 195.11 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.2M | +118% | 9.5k | 125.62 |
|
| Norfolk Southern (NSC) | 0.2 | $1.2M | +4% | 4.6k | 254.92 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +53% | 22k | 54.23 |
|
| Coca-Cola Company (KO) | 0.2 | $1.2M | 19k | 61.18 |
|
|
| Cigna Corp (CI) | 0.2 | $1.2M | +3% | 3.2k | 363.22 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.2M | 2.7k | 438.44 |
|
|
| Qualcomm (QCOM) | 0.2 | $1.2M | 6.9k | 169.30 |
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| Skyworks Solutions (SWKS) | 0.2 | $1.1M | +122% | 11k | 108.33 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.1M | +18% | 6.7k | 170.70 |
|
| Dominion Resources (D) | 0.2 | $1.1M | +253% | 23k | 49.19 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.1M | 5.7k | 195.03 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | -9% | 22k | 49.91 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +50% | 1.5k | 732.91 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.1M | +26% | 5.3k | 205.98 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.1M | +46% | 6.4k | 169.22 |
|
| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.2k | 254.76 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.0M | +4% | 15k | 67.75 |
|
| Pepsi (PEP) | 0.2 | $1.0M | 5.9k | 175.02 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $1.0M | +5% | 18k | 57.96 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.0M | +185% | 17k | 60.17 |
|
| Southern Company (SO) | 0.2 | $1.0M | -5% | 14k | 71.74 |
|
| Applied Materials (AMAT) | 0.2 | $1.0M | +5% | 4.9k | 206.24 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $1.0M | 18k | 56.17 |
|
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| Nextera Energy (NEE) | 0.2 | $1.0M | +142% | 16k | 63.91 |
|
| MercadoLibre (MELI) | 0.2 | $1.0M | +26% | 664.00 | 1511.96 |
|
| International Business Machines (IBM) | 0.2 | $1000k | +16% | 5.2k | 190.99 |
|
| Icici Bank Adr (IBN) | 0.2 | $988k | 37k | 26.41 |
|
|
| Medtronic SHS (MDT) | 0.2 | $986k | +6% | 11k | 87.16 |
|
| Tapestry (TPR) | 0.2 | $967k | NEW | 20k | 47.48 |
|
| Steris Shs Usd (STE) | 0.2 | $967k | +5% | 4.3k | 224.84 |
|
| Waste Connections (WCN) | 0.2 | $964k | +2% | 5.6k | 172.01 |
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| ConocoPhillips (COP) | 0.1 | $955k | 7.5k | 127.29 |
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|
| Goldman Sachs (GS) | 0.1 | $937k | -6% | 2.2k | 417.83 |
|
| Pmv Pharmaceuticals (PMVP) | 0.1 | $936k | +57% | 550k | 1.70 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $925k | 59k | 15.73 |
|
|
| D.R. Horton (DHI) | 0.1 | $917k | +167% | 5.6k | 164.55 |
|
| Ubs Group SHS (UBS) | 0.1 | $907k | NEW | 30k | 30.72 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $887k | +30% | 12k | 72.34 |
|
| Nike CL B (NKE) | 0.1 | $871k | +52% | 9.3k | 93.99 |
|
| Amgen (AMGN) | 0.1 | $870k | +4% | 3.1k | 284.36 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $863k | NEW | 11k | 78.64 |
|
| Pulte (PHM) | 0.1 | $863k | NEW | 7.2k | 120.63 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $862k | +8% | 3.5k | 247.81 |
|
| CF Industries Holdings (CF) | 0.1 | $862k | NEW | 10k | 83.22 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $858k | +189% | 19k | 44.70 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $855k | NEW | 5.8k | 147.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $852k | +17% | 10k | 84.44 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $851k | NEW | 17k | 50.74 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $849k | -2% | 1.5k | 555.84 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $848k | +106% | 30k | 27.88 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $843k | NEW | 11k | 76.37 |
|
| Rb Global (RBA) | 0.1 | $841k | NEW | 11k | 76.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $835k | -22% | 4.7k | 179.14 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $828k | NEW | 20k | 42.12 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $816k | +146% | 14k | 58.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $816k | -67% | 3.9k | 208.31 |
|
| Xylem (XYL) | 0.1 | $815k | 6.3k | 129.25 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $802k | +2% | 5.9k | 136.06 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $801k | NEW | 12k | 65.65 |
|
| Emerson Electric (EMR) | 0.1 | $800k | -5% | 7.1k | 113.43 |
|
| Danaher Corporation (DHR) | 0.1 | $797k | +15% | 3.2k | 249.73 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $796k | NEW | 2.9k | 270.57 |
|
| Centene Corporation (CNC) | 0.1 | $794k | +34% | 10k | 78.48 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $783k | +15% | 6.7k | 117.39 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $777k | -2% | 2.3k | 337.11 |
|
| Juniper Networks (JNPR) | 0.1 | $773k | NEW | 21k | 37.06 |
|
| McDonald's Corporation (MCD) | 0.1 | $772k | -4% | 2.7k | 282.05 |
|
| Intel Corporation (INTC) | 0.1 | $772k | -6% | 18k | 44.17 |
|
| Public Service Enterprise (PEG) | 0.1 | $772k | +21% | 12k | 66.78 |
|
| NVR (NVR) | 0.1 | $770k | -20% | 95.00 | 8099.96 |
|
| Gartner (IT) | 0.1 | $768k | -17% | 1.6k | 476.67 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $766k | +19% | 11k | 72.00 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $764k | -67% | 6.1k | 125.96 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $757k | NEW | 19k | 39.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $755k | +8% | 4.0k | 186.81 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $755k | NEW | 8.1k | 92.90 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $750k | NEW | 4.0k | 187.79 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $746k | -67% | 9.0k | 82.49 |
|
| Nucor Corporation (NUE) | 0.1 | $742k | -24% | 3.7k | 197.93 |
|
| Honeywell International (HON) | 0.1 | $741k | 3.6k | 205.27 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $738k | +40% | 6.7k | 110.53 |
|
| Citigroup Com New (C) | 0.1 | $737k | +2% | 12k | 63.24 |
|
| Carrier Global Corporation (CARR) | 0.1 | $733k | +7% | 13k | 58.13 |
|
| BlackRock (BLK) | 0.1 | $732k | +3% | 877.00 | 834.60 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $729k | NEW | 61k | 11.93 |
|
| First Tr Exchange-traded Emerging Mkts (RNEM) | 0.1 | $720k | NEW | 14k | 51.88 |
|
| Air Products & Chemicals (APD) | 0.1 | $718k | +26% | 3.0k | 242.28 |
|
| Moody's Corporation (MCO) | 0.1 | $717k | -14% | 1.8k | 393.12 |
|
| Boeing Company (BA) | 0.1 | $708k | +13% | 3.7k | 193.00 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $706k | +7% | 2.6k | 271.77 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $695k | 4.5k | 155.85 |
|
|
| Corteva (CTVA) | 0.1 | $687k | +5% | 12k | 57.67 |
|
| AmerisourceBergen (COR) | 0.1 | $684k | +27% | 2.8k | 243.08 |
|
| Walt Disney Company (DIS) | 0.1 | $676k | -4% | 5.5k | 122.36 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $673k | NEW | 8.8k | 76.32 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $657k | +38% | 14k | 48.77 |
|
| Target Corporation (TGT) | 0.1 | $656k | NEW | 3.7k | 177.25 |
|
| Eastman Chemical Company (EMN) | 0.1 | $645k | +10% | 6.4k | 100.23 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $643k | -11% | 6.3k | 102.28 |
|
| Enterprise Products Partners (EPD) | 0.1 | $629k | 22k | 29.18 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $613k | -10% | 6.5k | 94.16 |
|
| Dollar General (DG) | 0.1 | $610k | +66% | 3.9k | 156.07 |
|
| Corning Incorporated (GLW) | 0.1 | $602k | +23% | 18k | 32.96 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $601k | -3% | 26k | 22.75 |
|
| PNC Financial Services (PNC) | 0.1 | $599k | +6% | 3.7k | 161.64 |
|
| Starbucks Corporation (SBUX) | 0.1 | $598k | +8% | 6.5k | 91.40 |
|
| Philip Morris International (PM) | 0.1 | $596k | 6.5k | 91.62 |
|
|
| Best Buy (BBY) | 0.1 | $590k | +9% | 7.2k | 82.03 |
|
| Ensign (ENSG) | 0.1 | $590k | 4.7k | 124.44 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $587k | -90% | 10k | 57.86 |
|
| Eaton Corp SHS (ETN) | 0.1 | $585k | +2% | 1.9k | 312.76 |
|
| Discover Financial Services (DFS) | 0.1 | $580k | NEW | 4.4k | 131.10 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $579k | +21% | 12k | 50.17 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $572k | NEW | 6.0k | 94.62 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $572k | +14% | 49k | 11.77 |
|
| U.S. Physical Therapy (USPH) | 0.1 | $564k | +11% | 5.0k | 112.87 |
|
| CarMax (KMX) | 0.1 | $562k | +24% | 6.5k | 87.11 |
|
| Standex Int'l (SXI) | 0.1 | $559k | +10% | 3.1k | 182.22 |
|
| Martin Marietta Materials (MLM) | 0.1 | $559k | 911.00 | 613.97 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $559k | +17% | 11k | 49.16 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $556k | 3.2k | 174.24 |
|
|
| Microchip Technology (MCHP) | 0.1 | $554k | +15% | 6.2k | 89.72 |
|
| Encompass Health Corp (EHC) | 0.1 | $554k | +7% | 6.7k | 82.58 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $549k | +11% | 2.3k | 239.84 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $548k | +8% | 5.7k | 96.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $547k | +19% | 6.9k | 79.86 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $545k | +2% | 14k | 38.48 |
|
| BP Sponsored Adr (BP) | 0.1 | $543k | +53% | 14k | 37.68 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $543k | +56% | 1.4k | 399.09 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $541k | -4% | 1.1k | 479.01 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $535k | +96% | 9.3k | 57.62 |
|
| Expedia Group Com New (EXPE) | 0.1 | $532k | NEW | 3.9k | 137.75 |
|
| Travel Leisure Ord (TNL) | 0.1 | $530k | 11k | 48.96 |
|
|
| EOG Resources (EOG) | 0.1 | $526k | -6% | 4.1k | 127.85 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $521k | +81% | 3.5k | 148.47 |
|
| Chord Energy Corporation Com New (CHRD) | 0.1 | $520k | +11% | 2.9k | 178.29 |
|
| Constellation Energy (CEG) | 0.1 | $520k | 2.8k | 184.88 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $519k | NEW | 5.4k | 96.73 |
|
| Analog Devices (ADI) | 0.1 | $513k | -2% | 2.6k | 197.83 |
|
| Dupont De Nemours (DD) | 0.1 | $512k | +8% | 6.7k | 76.68 |
|
| Ardelyx (ARDX) | 0.1 | $511k | +26% | 70k | 7.30 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $510k | NEW | 6.7k | 76.15 |
|
| TJX Companies (TJX) | 0.1 | $508k | -4% | 5.0k | 101.44 |
|
| Kraft Heinz (KHC) | 0.1 | $503k | +21% | 14k | 36.90 |
|
| Becton, Dickinson and (BDX) | 0.1 | $500k | +6% | 2.0k | 247.54 |
|
| Automatic Data Processing (ADP) | 0.1 | $497k | -13% | 2.0k | 249.77 |
|
Past Filings by Personal Cfo Solutions
SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019
- Personal Cfo Solutions 2024 Q1 filed May 13, 2024
- Personal Cfo Solutions 2023 Q3 filed Nov. 13, 2023
- Personal Cfo Solutions 2023 Q2 filed Aug. 10, 2023
- Personal Cfo Solutions 2023 Q1 filed May 9, 2023
- Personal Cfo Solutions 2022 Q4 filed Feb. 14, 2023
- Personal Cfo Solutions 2022 Q3 filed Nov. 1, 2022
- Personal Cfo Solutions 2022 Q2 filed Aug. 5, 2022
- Personal Cfo Solutions 2022 Q1 filed May 2, 2022
- Personal Cfo Solutions 2021 Q4 filed Feb. 11, 2022
- Personal Cfo Solutions 2021 Q3 filed Nov. 18, 2021
- Personal Cfo Solutions 2021 Q2 filed July 22, 2021
- Personal Cfo Solutions 2021 Q1 filed April 21, 2021
- Personal Cfo Solutions 2020 Q4 filed Feb. 9, 2021
- Personal Cfo Solutions 2020 Q3 filed Nov. 2, 2020
- Personal Cfo Solutions 2020 Q2 filed Aug. 3, 2020
- Personal Cfo Solutions 2020 Q1 filed April 30, 2020