PC

PERSONAL CFO SOLUTIONS, LLC

13F
PERSONAL CFO SOLUTIONS, LLC
Last update 2025-04-30 448 Stocks (43 new)
Value $493.00 Mil Turnover 7 %
Countries:
Top Holdings: CB(11.87%)AAPL(4.93%)AMZN(2.51%)MSFT(2.43%)UWM(2.30%)
Summary Stock Picks Current Portfolio
PERSONAL CFO SOLUTIONS, LLC Top Holdings of 2025-03-31 View Full List
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
-3.69%
-0.14%
109,857.2
Insurance
AAPL
Apple Inc
109,242
24,265.9
-0.34%
4.930
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
64,884
12,344.8
-3.68%
2.510
-0.11%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
MSFT
Microsoft Corp
31,837
11,951.2
+3.11%
2.430
+0.07%
0.000
+38.94%
+21.47%
3,790,969.0
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
+39.18%
-4.85%
354.4
 
GOOGL
Alphabet Inc
57,151
8,837.9
+1.66%
1.790
+0.03%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
FNCL
Fidelity MSCI Financials Index ETF
111,103
7,723.9
New Holding
1.570
+1.57%
0.370
+15.14%
+8.82%
2,324.0
 
ITT
ITT Inc
59,310
7,660.5
-0.29%
1.560
0%
0.080
+24.54%
+11.94%
12,526.7
Industrial Products
NVDA
NVIDIA Corp
61,547
6,670.5
+12.85%
1.350
+0.15%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
GOOG
Alphabet Inc
39,951
6,241.6
-4.40%
1.270
-0.07%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media

PERSONAL CFO SOLUTIONS, LLC's Historical Top Holdings Breakdowns

PERSONAL CFO SOLUTIONS, LLC's Top Stock Picks View Full List
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
$74.74
5.43%
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
$64.55
7.19%
Sold Out
0
-116,090
UITB
VICTORY PTF II
2025-03-31
Reduce
Reduce
-1.03%
●
45.41 ($46.37) 47.18
$46.55
0.38%
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
$434.26
10.05%
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
$42.57
7.99%
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
$131.84
-9.24%
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
$260.89
15.06%
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
$39.82
-0.57%
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
$41.84
0.43%
Sold Out
0
-26,353
AON
Aon PLC
2025-03-31
Add
Add
+0.20%
●
348.44 ($383.42) 409.32
$356.11
-7.12%
Add 76.66%
5,784
2,510

PERSONAL CFO SOLUTIONS, LLC Total Holding History ($B)

To

PERSONAL CFO SOLUTIONS, LLC's Asset Allocation

To

PERSONAL CFO SOLUTIONS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

PERSONAL CFO SOLUTIONS, LLC's Holdings Bubble Chart

PERSONAL CFO SOLUTIONS, LLC News

  • 1

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