PERSONAL CFO SOLUTIONS, LLC
Follow13F filer, CIK 1677501, CHESTER, NJ
PERSONAL CFO SOLUTIONS, LLC reported $508,184,376 across 457 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 32.53% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001677501-25-000004
- Period
- 2024-12-31
- Reported value
- $508M
- Holdings
- 457
- Top 10 weight
- 32.53%
- New
- 67
- Sold out
- 171
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UWMnew | +365,348 | $15.3M |
| SCHDadded | +134,877 | $3.68M |
| BAadded | +6,698 | $1.19M |
| SAPadded | +4,505 | $1.11M |
| TGTadded | +7,285 | $985K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PJULexited | -499,198 | -$20.2M |
| EFAexited | -216,610 | -$18.1M |
| IAPRexited | -425,437 | -$12.1M |
| VOOexited | -22,208 | -$11.7M |
| BJULexited | -262,866 | -$11.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 457 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PJULINNOVATOR ETFS TRUST | 499,198 | $20.2M | shares |
| EFAISHARES TR | 216,610 | $18.1M | shares |
| IAPRINNOVATOR ETFS TRUST | 425,437 | $12.1M | shares |
| VOOVANGUARD INDEX FDS | 22,208 | $11.7M | shares |
| BJULINNOVATOR ETFS TRUST | 262,866 | $11.5M | shares |
| KAPRINNOVATOR ETFS TRUST | 352,614 | $11.4M | shares |
| BALTINNOVATOR ETFS TRUST | 309,914 | $9.55M | shares |
| CNACNA FINL CORP | 178,049 | $8.71M | shares |
| NJULINNOVATOR ETFS TRUST | 109,801 | $6.68M | shares |
| FIDUFIDELITY COVINGTON TRUST | 77,658 | $5.6M | shares |
| FTECFIDELITY COVINGTON TRUST | 31,935 | $5.57M | shares |
| FNCLFIDELITY COVINGTON TRUST | 81,942 | $5.23M | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 28,007 | $5.02M | shares |
| EJULINNOVATOR ETFS TRUST | 191,690 | $4.89M | shares |
| VYMVANGUARD WHITEHALL FDS | 37,068 | $4.75M | shares |
| DGRWWISDOMTREE TR | 55,092 | $4.58M | shares |
| HDGPROSHARES TR | 90,311 | $4.5M | shares |
| JIGJ P MORGAN EXCHANGE TRADED F | 66,465 | $4.48M | shares |
| FDVVFIDELITY COVINGTON TRUST | 81,800 | $4.14M | shares |
| IVVISHARES TR | 7,091 | $4.09M | shares |
| FTLSFIRST TR EXCH TRADED FD III | 60,293 | $3.83M | shares |
| VOOVVANGUARD ADMIRAL FDS INC | 19,201 | $3.66M | shares |
| SPMOINVESCO EXCH TRADED FD TR II | 24,951 | $2.26M | shares |
| COWZPACER FDS TR | 35,613 | $2.06M | shares |
| BUFGFIRST TR EXCHNG TRADED FD VI | 85,047 | $2.05M | shares |
| VTIVANGUARD INDEX FDS | 6,739 | $1.91M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 9,260 | $1.83M | shares |
| JMUBJ P MORGAN EXCHANGE TRADED F | 33,111 | $1.7M | shares |
| VIOGVANGUARD ADMIRAL FDS INC | 11,627 | $1.39M | shares |
| AVUVAMERICAN CENTY ETF TR | 14,356 | $1.38M | shares |
| EYLDCAMBRIA ETF TR | 38,374 | $1.33M | shares |
| IVWISHARES TR | 13,691 | $1.31M | shares |
| XLESELECT SECTOR SPDR TR | 14,689 | $1.29M | shares |
| SWKSSKYWORKS SOLUTIONS INC | 11,587 | $1.14M | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 19,111 | $1.13M | shares |
| VHTVANGUARD WORLD FD | 3,941 | $1.11M | shares |
| PHMPULTE GROUP INC | 7,081 | $1.02M | shares |
| QUALISHARES TR | 5,418 | $971K | shares |
| IAKISHARES TR | 7,288 | $941K | shares |
| XLVSELECT SECTOR SPDR TR | 6,102 | $940K | shares |
| IVEISHARES TR | 4,723 | $931K | shares |
| NVRNVR INC | 94 | $922K | shares |
| TLTISHARES TR | 9,347 | $917K | shares |
| VONVVANGUARD SCOTTSDALE FDS | 10,973 | $914K | shares |
| JCPBJ P MORGAN EXCHANGE TRADED F | 18,279 | $882K | shares |
| XLBSELECT SECTOR SPDR TR | 9,127 | $880K | shares |
| IWFISHARES TR | 2,266 | $851K | shares |
| XRAYDENTSPLY SIRONA INC | 30,436 | $824K | shares |
| IJRISHARES TR | 7,027 | $822K | shares |
| PMVPPMV PHARMACEUTICALS INC | 550,342 | $820K | shares |
| JUNIPER NETWORKS INCJUNIPER NETWORKS INC | 20,317 | $792K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 6,687 | $738K | shares |
| CNCCENTENE CORP DEL | 9,642 | $726K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 13,229 | $699K | shares |
| SLVISHARES SILVER TR | 24,465 | $695K | shares |
| OEFISHARES TR | 2,266 | $627K | shares |
| CATALENT INC USD 0.01CATALENT INC USD 0.01 | 10,098 | $612K | shares |
| VVVANGUARD INDEX FDS | 2,309 | $608K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 6,171 | $592K | shares |
| MUBISHARES TR | 5,446 | $592K | shares |
| PSEPINNOVATOR ETFS TRUST | 15,292 | $589K | shares |
| DONWISDOMTREE TR | 11,464 | $586K | shares |
| DYNFBLACKROCK ETF TRUST | 11,407 | $564K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 3,895 | $546K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 11,310 | $541K | shares |
| AESAES CORP | 26,833 | $538K | shares |
| ITOTISHARES TR | 4,247 | $533K | shares |
| CALFPACER FDS TR | 11,346 | $528K | shares |
| FDLFIRST TR EXCHANGE-TRADED FD | 12,459 | $523K | shares |
| ARDXARDELYX INC | 75,000 | $517K | shares |
| IJHISHARES TR | 8,245 | $514K | shares |
| NEMNEWMONT CORP | 9,359 | $500K | shares |
| NWSANEWS CORP NEW | 2,308 | $500K | shares |
| EFGISHARES TR | 4,333 | $466K | shares |
| VOVANGUARD INDEX FDS | 1,724 | $455K | shares |
| VNQVANGUARD INDEX FDS | 4,512 | $440K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 1,108 | $425K | shares |
| MOSMOSAIC CO | 15,813 | $423K | shares |
| DGDOLLAR GEN CORP | 4,999 | $423K | shares |
| HALHALLIBURTON CO | 14,541 | $422K | shares |
| MGCVANGUARD WORLD FD | 1,984 | $410K | shares |
| IBUYAMPLIFY ETF TR | 6,478 | $395K | shares |
| EWJISHARES INC | 5,441 | $389K | shares |
| UTGREAVES UTIL INCOME FD | 11,350 | $372K | shares |
| BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS … | 8,376 | $364K | shares |
| ONEQFIDELITY COMWLTH TR | 5,030 | $360K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 686 | $357K | shares |
| KNSAKINIKSA PHARMACEUTICALS INTL | 14,238 | $356K | shares |
| VBKVANGUARD INDEX FDS | 1,313 | $351K | shares |
| CHRDCHORD ENERGY CORPORATION | 2,689 | $350K | shares |
| GDXVANECK ETF TRUST | 8,588 | $342K | shares |
| VBVANGUARD INDEX FDS | 1,424 | $338K | shares |
| BSEPINNOVATOR ETFS TRUST | 7,837 | $330K | shares |
| REGLPROSHARES TR | 4,024 | $329K | shares |
| VGTVANGUARD WORLD FD | 555 | $325K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 5,319 | $314K | shares |
| NORDSTROM INCNORDSTROM INC | 13,922 | $313K | shares |
| ICOWPACER FDS TR | 9,889 | $313K | shares |
| PAUGINNOVATOR ETFS TRUST | 8,238 | $312K | shares |
| FYXFIRST TR EXCHANGE-TRADED ALP | 3,084 | $307K | shares |
| ISEPINNOVATOR ETFS TRUST | 10,555 | $306K | shares |
| RJFRAYMOND JAMES FINL INC | 2,493 | $305K | shares |
| HACKAMPLIFY ETF TR | 4,458 | $304K | shares |
| FHLCFIDELITY COVINGTON TRUST | 4,124 | $300K | shares |
| DVADAVITA INC | 1,829 | $300K | shares |
| CCOICOGENT COMM HOLDINGS INC | 3,942 | $299K | shares |
| DESWISDOMTREE TR | 8,490 | $293K | shares |
| DIVBISHARES TR | 5,973 | $289K | shares |
| KSEPINNOVATOR ETFS TRUST | 11,326 | $289K | shares |
| IEFAISHARES TR | 3,682 | $287K | shares |
| BOTZGLOBAL X FDS | 8,921 | $287K | shares |
| EPAMEPAM SYS INC | 1,436 | $286K | shares |
| IEVISHARES TR | 4,786 | $279K | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 1,375 | $276K | shares |
| SMHVANECK ETF TRUST | 1,115 | $274K | shares |
| DALDELTA AIR LINES INC | 5,372 | $273K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 4,879 | $271K | shares |
| WDCWESTERN DIGITAL CORP | 3,946 | $269K | shares |
| VXUSVANGUARD STAR FDS | 4,091 | $265K | shares |
| PCARPACCAR INC | 2,670 | $263K | shares |
| PHGKONINKLIJKE PHILIPS N V | 8,036 | $263K | shares |
| SPYMSPDR SERIES TRUST | 3,803 | $257K | shares |
| THCTENET HEALTHCARE CORP | 1,533 | $255K | shares |
| BANK OF AMER CORPBANK OF AMER CORP | 200 | $255K | shares |
| EFVISHARES TR | 4,359 | $251K | shares |
| ARKKARK ETF TR | 5,243 | $249K | shares |
| STSENSATA TECHNOLOGIES HLDG PL | 6,838 | $245K | shares |
| VXFVANGUARD INDEX FDS | 1,338 | $244K | shares |
| IGPTINVESCO EXCHANGE TRADED FD T | 5,317 | $242K | shares |
| DBEFDBX ETF TR | 5,704 | $240K | shares |
| NOBLPROSHARES TR | 2,234 | $238K | shares |
| MPWRMONOLITHIC PWR SYS INC | 254 | $235K | shares |
| FEZSPDR INDEX SHS FDS | 4,389 | $234K | shares |
| SYKSTRYKER CORPORATION | 634 | $229K | shares |
| DTECALPS ETF TR | 5,151 | $228K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 863 | $228K | shares |
| SSTKSHUTTERSTOCK INC | 6,408 | $227K | shares |
| DMLPDORCHESTER MINERALS L P | 7,500 | $226K | shares |
| SYYSYSCO CORP | 2,894 | $226K | shares |
| FICOFAIR ISAAC CORP | 116 | $225K | shares |
| CIVICIVITAS RESOURCES INC | 4,438 | $225K | shares |
| TBXPROSHARES TR | 7,957 | $224K | shares |
| IVLUISHARES TR | 7,582 | $224K | shares |
| NSPINSPERITY INC | 2,507 | $221K | shares |
| FNDFLOOR & DECOR HLDGS INC | 1,772 | $220K | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 5,388 | $219K | shares |
| TKRTIMKEN CO | 2,594 | $219K | shares |
| KFRCKFORCE INC | 3,554 | $218K | shares |
| SUSLISHARES TR | 2,104 | $214K | shares |
| ILCGISHARES TR | 2,540 | $213K | shares |
| DYDYCOM INDS INC | 1,076 | $212K | shares |
| DIASTATE STR SPDR DOW JONES IND | 500 | $212K | shares |
| BAUGINNOVATOR ETFS TRUST | 4,938 | $211K | shares |
| DARDARLING INGREDIENTS INC | 5,682 | $211K | shares |
| OTISOTIS WORLDWIDE CORP | 1,956 | $203K | shares |
| EXASEXACT SCIENCES CORP | 2,984 | $203K | shares |
| DGROISHARES TR | 3,221 | $202K | shares |
| ASXASE TECHNOLOGY HLDG CO LTD | 20,571 | $201K | shares |
| COOCOOPER COS INC | 1,817 | $200K | shares |
| ARLPALLIANCE RESOURCE PARTNERS L | 8,000 | $200K | shares |
| GHYPGIM GLOBAL HIGH YIELD FD FO | 15,065 | $193K | shares |
| TMETENCENT MUSIC ENTMT GROUP | 13,398 | $161K | shares |
| NMRNOMURA HLDGS INC | 30,130 | $157K | shares |
| BVNCOMPANIA DE MINAS BUENAVENTU | 10,794 | $149K | shares |
| PROSHARES TRPROSHARES TR | 19,500 | $144K | shares |
| JMIAJUMIA TECHNOLOGIES AG | 13,210 | $70.5K | shares |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | 11,250 | $57.6K | shares |
| AQNALGONQUIN POWER & UTILITIES | 10,000 | $54.5K | shares |
| HIVEHIVE DIGITAL TECHNOLOGIES LT | 10,000 | $31.3K | shares |
| LWLGLIGHTWAVE LOGIC INC | 10,200 | $28.2K | shares |
| BEYOND AIR INCBEYOND AIR INC | 40,000 | $15.5K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001677501-25-000004 | base | 2025-02-07 | acceptance time not in the bulk data set |