Filer Name: PERSONAL CFO SOLUTIONS, LLC
CIK: 1677501
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 457
Portfolio Value: $0.51B

Personal Cfo Solutions, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CB US CHUBB LTD 193,753 $54M 10.53% 0.0% -
AAPL US APPLE INC 109,617 $27M 5.40% 3.4% -
UWM US PROSHARES ULTRA RUSSELL2000 365,348 $15M 3.01% 100.0% -
AMZN US AMAZON.COM INC 67,365 $15M 2.91% -5.4% -
MSFT US MICROSOFT CORP 30,878 $13M 2.56% 1.4% -
GOOGL US ALPHABET INC-CL A 56,216 $11M 2.09% -4.9% -
ITT US ITT INC 59,484 $8M 1.67% -0.1% -
GOOG US ALPHABET INC-CL C 41,789 $8M 1.57% -1.2% -
NVDA US NVIDIA CORP 54,540 $7M 1.44% 1.3% -
FCOM US FIDELITY MSCI COMMUNICATION 116,090 $7M 1.34% 6.0% -
UITB US VICTORYSHARES CORE INTERMEDI 126,175 $6M 1.14% -0.8% -
SCHD US SCHWAB US DVD EQUITY ETF 200,667 $5M 1.08% 205.0% -
MRK US MERCK & CO. INC. 54,228 $5M 1.06% -5.2% -
SPY US SPDR S&P 500 ETF TRUST 8,911 $5M 1.03% 3.6% -
IQLT US ISHARES MSCI INTERNATIONAL Q 126,694 $5M 0.93% 14.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 9,966 $5M 0.89% 2.1% -
V US VISA INC-CLASS A SHARES 13,691 $4M 0.85% -1.1% -
TSLA US TESLA INC 10,449 $4M 0.83% -39.5% -
MA US MASTERCARD INC - A 7,551 $4M 0.78% -2.0% -
HYG US ISHARES IBOXX HIGH YLD CORP 47,430 $4M 0.73% 2.1% -
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