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PERSONAL CFO SOLUTIONS, LLC13F | |
| PERSONAL CFO SOLUTIONS, LLC | |
| Last update 2025-04-30 | 448 Stocks (43 new) |
| Value $493.00 Mil | Turnover 7 % |
PERSONAL CFO SOLUTIONS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB | Chubb Ltd | 193,555 | 58,451.7 | -0.10% | 11.870 | -0.01% | 0.050 | -2.12% | -0.81% | 108,543.4 | Insurance | |
AAPL | Apple Inc | 109,242 | 24,265.9 | -0.34% | 4.930 | -0.02% | 0.000 | +2.67% | -14.10% | 3,205,078.9 | Hardware | |
AMZN | Amazon.com Inc | 64,884 | 12,344.8 | -3.68% | 2.510 | -0.11% | 0.000 | +22.56% | +5.58% | 2,459,017.9 | Retail - Cyclical | |
MSFT | Microsoft Corp | 31,837 | 11,951.2 | +3.11% | 2.430 | +0.07% | 0.000 | +30.48% | +21.55% | 3,793,267.1 | Software | |
UWM |
ProShares Ultra Russell 2000 2X Shares
ProShares Ultra Russell 2000 2X Shares
| 339,375 | 11,348.7 | -7.11% | 2.300 | -0.21% | 3.750 | +29.76% | -4.13% | 348.1 | ||
GOOGL | Alphabet Inc | 57,151 | 8,837.9 | +1.66% | 1.790 | +0.03% | 0.000 | +18.74% | +1.71% | 2,328,605.8 | Interactive Media | |
FNCL | Fidelity MSCI Financials Index ETF | 111,103 | 7,723.9 | New Holding | 1.570 | +1.57% | 0.370 | +12.84% | +10.62% | 2,320.8 | ||
ITT | ITT Inc | 59,310 | 7,660.5 | -0.29% | 1.560 | 0% | 0.080 | +16.63% | +12.36% | 12,573.1 | Industrial Products | |
NVDA | NVIDIA Corp | 61,547 | 6,670.5 | +12.85% | 1.350 | +0.15% | 0.000 | +56.02% | +28.99% | 4,223,712.7 | Semiconductors | |
GOOG | Alphabet Inc | 39,951 | 6,241.6 | -4.40% | 1.270 | -0.07% | 0.000 | +17.89% | +1.54% | 2,326,441.1 | Interactive Media |
PERSONAL CFO SOLUTIONS, LLC's Historical Top Holdings Breakdowns
PERSONAL CFO SOLUTIONS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNCL | Fidelity MSCI Financials Index ETF | 2025-03-31 | New Buy New Buy | +1.57% | 66.3 ($70.89) 74.17 | $75.35 | 6.29% | New holding | 111,103 | 111,103 | |
FCOM |
Fidelity MSCI Communication Services Index ETF
Fidelity MSCI Communication Services Index ETF
| 2025-03-31 | Sold Out Sold Out | -1.34% | 55.97 ($60.22) 64.13 | $65.77 | 9.22% | Sold Out | 0 | -116,090 | |
UITB | VICTORY PTF II | 2025-03-31 | Reduce Reduce | -1.03% | 45.41 ($46.37) 47.18 | $46.62 | 0.54% | Reduce -90.4% | 12,107 | -114,068 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | New Buy New Buy | +0.26% | 360.07 ($394.62) 417.26 | $437.85 | 10.95% | New holding | 3,554 | 3,554 | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-03-31 | Reduce Reduce | -0.24% | 36.91 ($39.42) 41.03 | $43.06 | 9.25% | Reduce -25.57% | 94,302 | -32,392 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | New Buy New Buy | +0.23% | 137.61 ($145.27) 149.68 | $136.13 | -6.29% | New holding | 7,781 | 7,781 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Sold Out Sold Out | -0.22% | 206.38 ($226.74) 242.18 | $261.29 | 15.24% | Sold Out | 0 | -4,837 | |
UWM |
ProShares Ultra Russell 2000 2X Shares
ProShares Ultra Russell 2000 2X Shares
| 2025-03-31 | Reduce Reduce | -0.21% | 33.01 ($40.05) 45.08 | $40.01 | -0.10% | Reduce -7.11% | 339,375 | -25,973 | |
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 2025-03-31 | Sold Out Sold Out | -0.21% | 39.18 ($41.66) 43.52 | $42.72 | 2.54% | Sold Out | 0 | -26,353 | |
AON | Aon PLC | 2025-03-31 | Add Add | +0.20% | 348.44 ($383.42) 409.32 | $376.26 | -1.87% | Add 76.66% | 5,784 | 2,510 |
PERSONAL CFO SOLUTIONS, LLC Total Holding History ($B)
PERSONAL CFO SOLUTIONS, LLC's Asset Allocation
PERSONAL CFO SOLUTIONS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PERSONAL CFO SOLUTIONS, LLC's Hypothetical Growth since 2025-03-31
PERSONAL CFO SOLUTIONS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PERSONAL CFO SOLUTIONS, LLC's Holdings Heat Map
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PERSONAL CFO SOLUTIONS, LLC's Holdings Bubble Chart
PERSONAL CFO SOLUTIONS, LLC News
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