Personal Cfo Solutions, LLC
CIK:0001677501
Investment Adviser
$1B AUM
481 holdings
Chester, NJ, USA
Personal CFO Solutions, LLC, specializes in comprehensive financial planning, including investment planning, tax planning, estate planning, and wealth management services for high net worth individuals.
Investment Strategy
Discretionary investment management with a focus on personalized financial planning and asset management.
Top Buys
N
NVDANVIDIA CORPORATION+$8.2M
I
IWFISHARES TR+$6.1M
M
MSFTMICROSOFT CORP+$4.5M
E
EFGISHARES TR+$4.2M
I
ITTITT INC+$1.6M
Top Sells
S
SCHDSCHWAB STRATEGIC TR-$5.7M
M
MRKMERCK & CO INC-$2.8M
C
CBCHUBB LIMITED-$2.5M
A
AAPLAPPLE INC-$1.8M
X
XLVSELECT SECTOR SPDR TR-$1.1M
Top Holdings
C
CBCHUBB LIMITED+10.4%$56.0M
A
AAPLAPPLE INC+4.2%$22.5M
M
MSFTMICROSOFT CORP+3.0%$16.4M
N
NVDANVIDIA CORPORATION+2.8%$14.9M
A
AMZNAMAZON COM INC+2.4%$13.1M
Equity Positions (478)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CB | CHUBB LIMITED | 10.36% | $56.0M | 193,262 | $211.27 | $289.72 | -$2.5M |
A AAPL | APPLE INC | 4.15% | $22.5M | 109,455 | $127.72 | $205.17 | -$1.8M |
M MSFT | MICROSOFT CORP | 3.04% | $16.4M | 33,003 | $214.20 | $497.41 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 2.75% | $14.9M | 94,192 | $79.47 | $157.99 | +$8.2M |
A AMZN | AMAZON COM INC | 2.43% | $13.1M | 59,785 | $127.59 | $219.39 | +$771.4K |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+12.2%
SERVICES-PREPACKAGED SOFTWARE
+7.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.3%
SEMICONDUCTORS & RELATED DEVICES
+5.0%
ELECTRONIC COMPUTERS
+4.2%