| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHUBB LIMITED | 20 | Q2 2024 | 10.2% |
| MICROSOFT CORP | 20 | Q2 2024 | 2.2% |
| SPDR S&P 500 ETF TR | 20 | Q2 2024 | 6.3% |
| ALPHABET INC | 20 | Q2 2024 | 1.7% |
| ALPHABET INC | 20 | Q2 2024 | 1.7% |
| ISHARES TR | 20 | Q2 2024 | 4.6% |
| MERCK &CO INC | 20 | Q2 2024 | 1.4% |
| PROSHARES TR | 20 | Q2 2024 | 1.5% |
| VERIZON COMMUNICATIONS INC | 20 | Q2 2024 | 1.4% |
| ISHARES TR | 20 | Q2 2024 | 1.3% |
View PERSONAL CFO SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-05 |
View PERSONAL CFO SOLUTIONS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.