Personal Cfo Solutions, LLC
CIK Number: 0001677501
492.53M
Market Value
452
# of Holdings
11 months
Avg. Holding Period
30.52%
Win Rate
19.65%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | 286.06 | -0.25% | 193.75K | -0.02% | 53.53M | 211.27 | 10.53% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 109.62K | +3.38% | 27.45M | 127.57 | 5.40% |
| 3 | UWM | ProShares Ultra... | 35.98 | +1.98% | 365.35K | +100.00% | 15.29M | 41.85 | 3.01% |
| 4 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 67.36K | -5.42% | 14.78M | 127.59 | 2.91% |
| 5 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 30.88K | +1.44% | 13.02M | 198.5 | 2.56% |
| 6 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 56.22K | -4.92% | 10.64M | 73.76 | 2.09% |
| 7 | ITT | ITT Inc. | 151.61 | +0.76% | 59.48K | -0.1% | 8.5M | 69.92 | 1.67% |
| 8 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 41.79K | -1.22% | 7.96M | 80.01 | 1.57% |
| 9 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 54.54K | +1.33% | 7.32M | 28.75 | 1.44% |
| 10 | FCOM | Fidelity MSCI C... | 62.69 | +1.75% | 116.09K | +5.98% | 6.81M | 43.77 | 1.34% |
| 11 | UITB | VictoryShares U... | 46.38 | -0.16% | 126.17K | -0.8% | 5.8M | 46.11 | 1.14% |
| 12 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 200.67K | +205.01% | 5.48M | 26.54 | 1.08% |
| 13 | MRK | Merck & Co., In... | 80.88 | -1.02% | 54.23K | -5.16% | 5.39M | 91.89 | 1.06% |
| 14 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 8.91K | +3.64% | 5.22M | 371.47 | 1.03% |
| 15 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 126.69K | +14.71% | 4.7M | 37.45 | 0.93% |
| 16 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 9.97K | +2.08% | 4.52M | 279.85 | 0.89% |
| 17 | V | Visa Inc. | 355.07 | +0.63% | 13.69K | -1.14% | 4.33M | 204.4 | 0.85% |
| 18 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 10.45K | -39.46% | 4.22M | 215.24 | 0.83% |
| 19 | MA | Mastercard Inco... | 568.14 | +1.09% | 7.55K | -1.97% | 3.98M | 333.06 | 0.78% |
| 20 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 47.43K | +2.06% | 3.73M | 75.08 | 0.73% |
| 21 | AXP | American Expres... | 293.96 | +2.14% | 11.36K | +4.79% | 3.37M | 155.5 | 0.66% |
| 22 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 3.68K | -4.83% | 3.28M | 403.55 | 0.65% |
| 23 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 15.84K | +3.23% | 3.13M | 132.47 | 0.62% |
| 24 | VZ | Verizon Communi... | 42.42 | -1.37% | 75.18K | +1.27% | 3.01M | 50.32 | 0.59% |
| 25 | META | Meta Platforms,... | 701.33 | +2.70% | 5.1K | +4.51% | 2.99M | 263.56 | 0.59% |
| 26 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 27.73K | -8.48% | 2.98M | 81.79 | 0.59% |
| 27 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 12.14K | +3.27% | 2.94M | 165.77 | 0.58% |
| 28 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 17.35K | +26.83% | 2.89M | 144.51 | 0.57% |
| 29 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 5.31K | +2.49% | 2.72M | 316.2 | 0.53% |
| 30 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 2.5K | -25.82% | 2.65M | 349.86 | 0.52% |
| 31 | GD | General Dynamic... | 278.85 | -1.47% | 9.86K | -0.18% | 2.6M | 188.96 | 0.51% |
| 32 | ADBE | Adobe Inc. | 401.12 | +2.41% | 5.8K | -0.79% | 2.58M | 351.96 | 0.51% |
| 33 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 3.3K | +20.51% | 2.55M | 422.54 | 0.50% |
| 34 | CVX | Chevron Corpora... | 146.06 | +0.10% | 17.51K | +3.07% | 2.54M | 116.56 | 0.50% |
| 35 | BA | The Boeing Comp... | 201.50 | +0.59% | 14.31K | +87.97% | 2.53M | 197.86 | 0.50% |
| 36 | MO | Altria Group, I... | 58.77 | -1.74% | 48.21K | -3.51% | 2.52M | 42.78 | 0.50% |
| 37 | CBRE | CBRE Group, Inc... | 133.88 | +0.68% | 19.09K | +9.50% | 2.51M | 96.5 | 0.49% |
| 38 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 10.67K | -3.42% | 2.47M | 70.2 | 0.49% |
| 39 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 27.13K | -12.2% | 2.33M | 61.86 | 0.46% |
| 40 | SAP | SAP SE | 296.30 | +1.00% | 9.32K | +93.54% | 2.29M | 183.84 | 0.45% |
| 41 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 9.46K | -2.28% | 2.27M | 133.14 | 0.45% |
| 42 | PFE | Pfizer Inc. | 24.39 | -0.63% | 85.1K | -4.19% | 2.26M | 42.4 | 0.44% |
| 43 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 37.97K | +68.14% | 2.15M | 53.34 | 0.42% |
| 44 | ACN | Accenture plc | 313.78 | +0.66% | 6.01K | -47.69% | 2.11M | 232.66 | 0.42% |
| 45 | SKYY | First Trust Clo... | 117.42 | +1.53% | 17.69K | -0.36% | 2.11M | 95.89 | 0.41% |
| 46 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 4.16K | -12.13% | 2.1M | 315.56 | 0.41% |
| 47 | SHOP | Shopify Inc. | 108.28 | +2.79% | 19.34K | -1.35% | 2.06M | 68.9 | 0.40% |
| 48 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 52.99K | -0.97% | 1.99M | 41.72 | 0.39% |
| 49 | ABT | Abbott Laborato... | 133.99 | -1.2% | 17.48K | -0.82% | 1.98M | 92.35 | 0.39% |
| 50 | RTX | RTX Corporation | 146.33 | +0.44% | 16.48K | -0.81% | 1.91M | 82.44 | 0.38% |
| 51 | T | AT&T Inc. | 27.94 | -0.89% | 81.69K | -14.29% | 1.86M | 20.89 | 0.37% |
| 52 | INTU | Intuit Inc. | 767.56 | +1.80% | 2.95K | +56.06% | 1.85M | 526.96 | 0.36% |
| 53 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 12.69K | -6.6% | 1.83M | 142.65 | 0.36% |
| 54 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 3.32K | -3.74% | 1.73M | 550.43 | 0.34% |
| 55 | GS | The Goldman Sac... | 626.86 | +2.17% | 2.98K | +9.01% | 1.7M | 350.26 | 0.34% |
| 56 | IGV | iShares Expande... | 107.30 | +0.97% | 16.61K | +8.79% | 1.66M | 87.87 | 0.33% |
| 57 | SE | Sea Limited | 158.83 | +2.88% | 15.61K | +24.41% | 1.66M | 96.6 | 0.33% |
| 58 | ET | Energy Transfer... | 18.14 | -1.01% | 82.19K | -1.88% | 1.61M | 10.82 | 0.32% |
| 59 | JNK | SPDR Bloomberg ... | 95.93 | +0.24% | 16.68K | +2.46% | 1.59M | 92.06 | 0.31% |
| 60 | WDAY | Workday, Inc. | 245.28 | +0.30% | 5.95K | -0.38% | 1.54M | 207.74 | 0.30% |
| 61 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 4.59K | +6.80% | 1.53M | 188.03 | 0.30% |
| 62 | WMT | Walmart Inc. | 94.23 | -0.22% | 16.84K | -2.15% | 1.52M | 44.77 | 0.30% |
| 63 | MSCI | MSCI Inc. | 546.07 | +0.62% | 2.5K | -0.83% | 1.5M | 511.47 | 0.30% |
| 64 | BAC | Bank of America... | 44.36 | +0.61% | 34.06K | +3.89% | 1.5M | 35.22 | 0.29% |
| 65 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 9.57K | +38.25% | 1.47M | 144.14 | 0.29% |
| 66 | IWD | iShares Russell... | 190.16 | +0.17% | 7.69K | +64.94% | 1.42M | 171.05 | 0.28% |
| 67 | WRB | W. R. Berkley C... | 73.07 | -0.3% | 23.95K | +0.06% | 1.4M | 33.96 | 0.28% |
| 68 | AZN | AstraZeneca PLC | 73.48 | -1.26% | 21.3K | +1.00% | 1.4M | 62.68 | 0.27% |
| 69 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 8.55K | +21.55% | 1.39M | 148.83 | 0.27% |
| 70 | CARR | Carrier Global ... | 70.87 | -0.52% | 20.33K | +0.45% | 1.39M | 48.31 | 0.27% |
| 71 | NKE | NIKE, Inc. | 61.88 | +2.22% | 18.22K | +78.52% | 1.38M | 86.15 | 0.27% |
| 72 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 7.52K | -33.56% | 1.34M | 138.77 | 0.26% |
| 73 | GE | General Electri... | 236.08 | -0.22% | 7.91K | +9.61% | 1.32M | 84.73 | 0.26% |
| 74 | REGN | Regeneron Pharm... | 522.29 | -1.31% | 1.85K | +230.12% | 1.32M | 697.79 | 0.26% |
| 75 | PG | The Procter & G... | 160.70 | +0.26% | 7.8K | -3.02% | 1.31M | 133.9 | 0.26% |
| 76 | LIN | Linde plc | 465.93 | -0.01% | 3.12K | +0.81% | 1.3M | 363.16 | 0.26% |
| 77 | TGT | Target Corporat... | 97.44 | +2.17% | 9.51K | +327.86% | 1.29M | 137.46 | 0.25% |
| 78 | CP | Canadian Pacifi... | 81.64 | +1.51% | 17.31K | -15.78% | 1.25M | 79.34 | 0.25% |
| 79 | D | Dominion Energy... | 54.73 | -1.41% | 23.26K | -0.18% | 1.25M | 49.2 | 0.25% |
| 80 | KO | The Coca-Cola C... | 70.46 | -0.79% | 20.12K | +2.43% | 1.25M | 51.96 | 0.25% |
| 81 | COST | Costco Wholesal... | 984.10 | -0.62% | 1.35K | +3.60% | 1.24M | 509.28 | 0.24% |
| 82 | RACE | Ferrari N.V. | 464.69 | +0.27% | 2.89K | -23.24% | 1.23M | 178.55 | 0.24% |
| 83 | IBM | International B... | 281.56 | +1.57% | 5.47K | +2.13% | 1.2M | 143.71 | 0.24% |
| 84 | SPOT | Spotify Technol... | 716.07 | +0.73% | 2.69K | +4.23% | 1.2M | 323.66 | 0.24% |
| 85 | LOW | Lowe's Companie... | 215.74 | -0.7% | 4.87K | +9.27% | 1.2M | 190.25 | 0.24% |
| 86 | HD | The Home Depot,... | 353.06 | -0.45% | 3.07K | -3.71% | 1.19M | 257.16 | 0.23% |
| 87 | AMP | Ameriprise Fina... | 512.33 | +2.12% | 2.24K | -18.56% | 1.19M | 282.55 | 0.23% |
| 88 | XLF | Financial Selec... | 50.48 | +1.03% | 24.52K | +19.46% | 1.19M | 39.76 | 0.23% |
| 89 | AON | Aon plc | 349.64 | -0.95% | 3.27K | -19.52% | 1.18M | 258.1 | 0.23% |
| 90 | XLP | Consumer Staple... | 81.17 | +0.25% | 14.53K | +30.84% | 1.14M | 73.82 | 0.22% |
| 91 | SO | The Southern Co... | 88.83 | -1.68% | 13.83K | -3.91% | 1.14M | 62.73 | 0.22% |
| 92 | MCK | McKesson Corpor... | 719.35 | -1.22% | 1.99K | -5.43% | 1.13M | 217.05 | 0.22% |
| 93 | ICLR | ICON Public Lim... | 146.97 | +0.90% | 5.39K | -2.79% | 1.13M | 228.1 | 0.22% |
| 94 | XLK | Technology Sele... | 242.79 | +1.51% | 4.84K | +15.97% | 1.12M | 168.15 | 0.22% |
| 95 | ASML | ASML Holding N.... | 773.75 | +1.68% | 1.62K | +15.32% | 1.12M | 398.38 | 0.22% |
| 96 | XLU | Utilities Selec... | 80.94 | -0.58% | 14.75K | +25.01% | 1.12M | 65.8 | 0.22% |
| 97 | LEN | Lennar Corporat... | 109.25 | +0.59% | 8.09K | -6.52% | 1.1M | 79 | 0.22% |
| 98 | NSC | Norfolk Souther... | 251.90 | +1.33% | 4.61K | -0.8% | 1.08M | 193.78 | 0.21% |
| 99 | XLRE | The Real Estate... | 41.88 | -0.01% | 26.35K | +37.15% | 1.07M | 40.3 | 0.21% |
| 100 | CAG | Conagra Brands,... | 21.56 | -0.05% | 37.61K | +262.22% | 1.04M | 28.34 | 0.21% |
| 101 | XLI | Industrial Sele... | 143.49 | +0.59% | 7.92K | +20.98% | 1.04M | 108.35 | 0.21% |
| 102 | ABNB | Airbnb, Inc. | 137.04 | +1.11% | 7.91K | -3.88% | 1.04M | 163.11 | 0.20% |
| 103 | FDIS | Fidelity MSCI C... | 92.50 | +1.19% | 10.46K | +4.77% | 1.02M | 76.05 | 0.20% |
| 104 | RBA | RB Global, Inc. | 106.67 | +0.35% | 11.04K | 0.00% | 996.19K | 76.72 | 0.20% |
| 105 | BWA | BorgWarner Inc. | 33.34 | +0.80% | 31.16K | +137.85% | 990.55K | 33.48 | 0.19% |
| 106 | EOG | EOG Resources, ... | 123.26 | -1.61% | 8.04K | +112.36% | 985.57K | 106.65 | 0.19% |
| 107 | HON | Honeywell Inter... | 223.91 | -0.17% | 4.32K | -29.77% | 975.98K | 209.23 | 0.19% |
| 108 | PARA | Paramount Globa... | 12.00 | +0.93% | 92.63K | -3.79% | 968.88K | 20.36 | 0.19% |
| 109 | HCA | HCA Healthcare,... | 368.38 | -0.75% | 3.22K | +287.83% | 966.33K | 292.55 | 0.19% |
| 110 | ACGL | Arch Capital Gr... | 91.04 | +0.05% | 10.32K | -24.09% | 953.38K | 70.96 | 0.19% |
| 111 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 911 | +100.00% | 933.78K | 1025.11 | 0.18% |
| 112 | PH | Parker-Hannifin... | 660.76 | +1.02% | 1.44K | -5.39% | 914.95K | 288.39 | 0.18% |
| 113 | IBN | ICICI Bank Limi... | 33.26 | +0.53% | 30.09K | -14.23% | 898.52K | 19.25 | 0.18% |
| 114 | SLB | Schlumberger Li... | 35.88 | -1.16% | 23.05K | +100.00% | 883.55K | 38.34 | 0.17% |
| 115 | PEG | Public Service ... | 81.08 | +0.10% | 10.29K | -9.66% | 869.36K | 59.31 | 0.17% |
| 116 | COP | ConocoPhillips | 95.02 | -2.01% | 8.74K | +18.46% | 866.91K | 60.55 | 0.17% |
| 117 | MDT | Medtronic plc | 87.94 | +0.77% | 10.77K | -3.79% | 860.38K | 93.21 | 0.17% |
| 118 | UBS | UBS Group AG | 32.01 | +0.08% | 28.27K | -1.08% | 857.12K | 30.48 | 0.17% |
| 119 | UHS | Universal Healt... | 170.11 | -0.56% | 4.75K | +100.00% | 852.26K | 179.42 | 0.17% |
| 120 | AMGN | Amgen Inc. | 295.12 | -0.03% | 3.23K | -3.62% | 840.55K | 246.71 | 0.17% |
| 121 | TEAM | Atlassian Corpo... | 200.42 | +1.83% | 3.45K | -2.24% | 840.15K | 134.57 | 0.17% |
| 122 | C | Citigroup Inc. | 77.94 | +2.07% | 11.86K | +11.21% | 834.56K | 61.47 | 0.16% |
| 123 | SCHW | The Charles Sch... | 88.92 | +1.79% | 11.24K | +1.17% | 831.6K | 62.4 | 0.16% |
| 124 | AMAT | Applied Materia... | 176.39 | +3.40% | 5.1K | +1.80% | 829.15K | 141.91 | 0.16% |
| 125 | VLO | Valero Energy C... | 137.87 | +2.80% | 6.72K | +0.64% | 824.1K | 123.57 | 0.16% |
| 126 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 11.67K | -31.19% | 820.02K | 44.54 | 0.16% |
| 127 | PM | Philip Morris I... | 183.22 | -0.6% | 6.64K | +2.09% | 798.75K | 91.86 | 0.16% |
| 128 | DHR | Danaher Corpora... | 200.98 | +0.15% | 3.46K | +1.23% | 795.37K | 221.57 | 0.16% |
| 129 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 13.71K | +0.44% | 787K | 55.12 | 0.15% |
| 130 | WCN | Waste Connectio... | 186.99 | -1.93% | 4.58K | -7.6% | 786.61K | 134.02 | 0.15% |
| 131 | MPC | Marathon Petrol... | 166.70 | +0.33% | 5.58K | -19.07% | 779.09K | 136.8 | 0.15% |
| 132 | MMC | Marsh & McLenna... | 216.23 | -0.53% | 3.66K | -5.96% | 777.57K | 179.67 | 0.15% |
| 133 | MCO | Moody's Corpora... | 475.97 | +0.87% | 1.64K | -8.78% | 776.67K | 354.73 | 0.15% |
| 134 | RL | Ralph Lauren Co... | 269.85 | +3.70% | 3.35K | -15.55% | 774.91K | 144.38 | 0.15% |
| 135 | MS | Morgan Stanley | 130.65 | +0.90% | 6.16K | -2.13% | 774.41K | 73.82 | 0.15% |
| 136 | MCD | McDonald's Corp... | 295.94 | -1.98% | 2.67K | +4.75% | 772.73K | 232.53 | 0.15% |
| 137 | BX | Blackstone Inc. | 137.85 | +1.06% | 4.47K | +23.28% | 771.43K | 114.54 | 0.15% |
| 138 | MCHP | Microchip Techn... | 68.17 | +3.71% | 13.45K | +89.73% | 771.36K | 71.46 | 0.15% |
| 139 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 452 | +1.57% | 768.6K | 1360.38 | 0.15% |
| 140 | CF | CF Industries H... | 100.66 | +0.73% | 8.86K | -12.74% | 755.72K | 79.53 | 0.15% |
| 141 | PAYC | Paycom Software... | 246.20 | +0.49% | 3.69K | -19.28% | 755.35K | 153.9 | 0.15% |
| 142 | IWM | iShares Russell... | 210.52 | +0.78% | 3.41K | +1.19% | 753.88K | 179.05 | 0.15% |
| 143 | IPG | The Interpublic... | 23.46 | +2.02% | 26.87K | +100.00% | 752.95K | 28.02 | 0.15% |
| 144 | STE | STERIS plc | 240.88 | -0.19% | 3.66K | -9.39% | 751.45K | 193.3 | 0.15% |
| 145 | NOC | Northrop Grumma... | 496.55 | -3.9% | 1.6K | +80.50% | 751.17K | 400.04 | 0.15% |
| 146 | PLTR | Palantir Techno... | 141.39 | +2.90% | 9.92K | +22.91% | 750.26K | 44.36 | 0.15% |
| 147 | HPQ | HP Inc. | 24.48 | +2.68% | 22.84K | +100.00% | 745.41K | 32.63 | 0.15% |
| 148 | XYL | Xylem Inc. | 127.34 | +1.47% | 6.42K | +0.61% | 745.38K | 104.01 | 0.15% |
| 149 | ADM | Archer-Daniels-... | 54.33 | +4.48% | 14.72K | +100.00% | 743.91K | 50.52 | 0.15% |
| 150 | COF | Capital One Fin... | 197.66 | +2.50% | 4.16K | +18.30% | 742.27K | 133.45 | 0.15% |