$349 Million is the total value of PERSONAL CFO SOLUTIONS, LLC's 367 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 29.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CB | Sell | CHUBB LIMITED | $22,806,000 | -11.3% | 146,518 | -8.4% | 6.53% | -36.2% |
| FHLC | Sell | FIDELITY COVINGTON TRmsci hlth care i | $6,031,000 | +10.2% | 121,243 | -3.9% | 1.73% | -20.8% |
| FIDU | Sell | FIDELITY COVINGTON TRmsci indl indx | $5,563,000 | +1.7% | 132,308 | -3.6% | 1.59% | -26.9% |
| MSFT | Sell | MICROSOFT CORP | $4,179,000 | +7.4% | 26,285 | -5.9% | 1.20% | -22.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,813,000 | +7.4% | 2,855 | -1.8% | 1.09% | -22.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,589,000 | +1.5% | 58,458 | -0.2% | 1.03% | -27.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,515,000 | +1.3% | 2,626 | -7.5% | 1.01% | -27.2% |
| FENY | Sell | FIDELITY COVINGTON TRmsci energy idx | $3,021,000 | -1.1% | 188,705 | -2.8% | 0.86% | -28.9% |
| FB | Sell | FACEBOOK INCcl a | $2,608,000 | +3.3% | 12,725 | -10.0% | 0.75% | -25.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,389,000 | +6.0% | 11,369 | -2.8% | 0.68% | -23.7% |
| V | Sell | VISA INC | $2,227,000 | +5.7% | 11,874 | -2.7% | 0.64% | -24.0% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,921,000 | +10.5% | 29,989 | -12.6% | 0.55% | -20.6% |
| ADBE | Sell | ADOBE INC | $1,753,000 | +12.2% | 5,326 | -5.6% | 0.50% | -19.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,692,000 | +1.8% | 18,795 | -1.1% | 0.48% | -26.7% |
| MCK | Sell | MCKESSON CORP | $1,624,000 | +0.9% | 11,735 | -0.3% | 0.46% | -27.5% |
| ZTS | Sell | ZOETIS INCcl a | $1,537,000 | -0.6% | 11,636 | -6.0% | 0.44% | -28.6% |
| MA | Sell | MASTERCARD INCcl a | $1,526,000 | +1.4% | 5,121 | -7.3% | 0.44% | -27.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,447,000 | +8.1% | 15,787 | -4.9% | 0.41% | -22.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,411,000 | +21.4% | 24,321 | -2.7% | 0.40% | -12.7% |
| T | Sell | AT&T INC | $1,403,000 | +2.6% | 35,909 | -0.7% | 0.40% | -26.2% |
| ASML | Sell | ASML HOLDING N V | $1,384,000 | +10.5% | 4,690 | -7.0% | 0.40% | -20.6% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,365,000 | +4.7% | 44,345 | -4.8% | 0.39% | -24.7% |
| VOX | Sell | VANGUARD WORLD FDS | $1,344,000 | +3.1% | 14,312 | -4.8% | 0.38% | -25.8% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,318,000 | -5.1% | 20,400 | -4.9% | 0.38% | -31.6% |
| FMAT | Sell | FIDELITY COVINGTON TRmsci matls index | $1,302,000 | +1.2% | 37,919 | -4.7% | 0.37% | -27.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,298,000 | -2.4% | 20,614 | -4.8% | 0.37% | -29.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,300,000 | -1.1% | 10,367 | -4.8% | 0.37% | -28.9% |
| NKE | Sell | NIKE INCcl b | $1,271,000 | +7.3% | 12,567 | -0.2% | 0.36% | -22.9% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $1,260,000 | -6.5% | 32,596 | -4.8% | 0.36% | -32.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,155,000 | -31.3% | 16,554 | -26.0% | 0.33% | -50.6% |
| JNJ | Sell | JOHNSON &JOHNSON | $1,096,000 | +1.4% | 7,531 | -0.1% | 0.31% | -27.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,019,000 | -8.8% | 12,042 | -8.5% | 0.29% | -34.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $989,000 | +1.4% | 9,156 | -2.6% | 0.28% | -27.1% |
| JPM | Sell | JPMORGAN CHASE &CO | $977,000 | +18.0% | 7,007 | -0.4% | 0.28% | -15.2% |
| DG | Sell | DOLLAR GEN CORP NEW | $975,000 | -7.3% | 6,271 | -5.0% | 0.28% | -33.4% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $959,000 | +7.6% | 2,196 | -1.4% | 0.28% | -22.5% |
| PWB | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $875,000 | +1.3% | 17,015 | -4.8% | 0.25% | -27.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $868,000 | -2.1% | 5,870 | -9.8% | 0.25% | -29.5% |
| BAUG | Sell | INNOVATOR ETFS TRs&p 500 buffer | $827,000 | -79.4% | 31,131 | -80.5% | 0.24% | -85.2% |
| OMC | Sell | OMNICOM GROUP INC | $800,000 | -12.3% | 9,916 | -3.8% | 0.23% | -36.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $786,000 | +5.9% | 11,326 | -0.5% | 0.22% | -24.0% |
| IT | Sell | GARTNER INC | $780,000 | +4.1% | 5,071 | -2.9% | 0.22% | -25.2% |
| FEZ | Sell | SPDR INDEX SHS FDSeuro stoxx 50 | $779,000 | -0.6% | 19,087 | -8.1% | 0.22% | -28.5% |
| GILD | Sell | GILEAD SCIENCES INC | $771,000 | -28.6% | 11,863 | -22.7% | 0.22% | -48.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $743,000 | -39.0% | 15,990 | -40.8% | 0.21% | -56.1% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $719,000 | +7.0% | 12,263 | -2.2% | 0.21% | -23.1% |
| STE | Sell | STERIS PLC | $698,000 | +4.0% | 4,589 | -1.2% | 0.20% | -25.1% |
| PAUG | Sell | INNOVATOR ETFS TRs&p 500 pwr bu | $638,000 | -80.8% | 24,779 | -81.3% | 0.18% | -86.2% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $622,000 | -7.9% | 10,662 | -8.5% | 0.18% | -33.8% |
| SBUX | Sell | STARBUCKS CORP | $622,000 | -48.8% | 7,090 | -48.4% | 0.18% | -63.2% |
| RL | Sell | RALPH LAUREN CORPcl a | $619,000 | +9.2% | 5,242 | -11.7% | 0.18% | -21.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $593,000 | +23.5% | 1,583 | -8.5% | 0.17% | -11.0% |
| SMLV | Sell | SPDR SERIES TRUSTssga us smal etf | $591,000 | -0.3% | 5,910 | -5.2% | 0.17% | -28.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $564,000 | -43.5% | 12,680 | -48.9% | 0.16% | -59.3% |
| MSCI | Sell | MSCI INC | $536,000 | +7.6% | 2,083 | -8.6% | 0.15% | -22.2% |
| XRX | Sell | XEROX HOLDINGS CORP | $532,000 | +2.5% | 14,430 | -16.1% | 0.15% | -26.6% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $519,000 | -24.0% | 6,433 | -23.9% | 0.15% | -45.2% |
| PHM | Sell | PULTE GROUP INC | $497,000 | -17.4% | 12,801 | -22.0% | 0.14% | -40.8% |
| LUV | Sell | SOUTHWEST AIRLS CO | $465,000 | -10.2% | 8,620 | -10.2% | 0.13% | -35.4% |
| PFE | Sell | PFIZER INC | $448,000 | -25.1% | 11,414 | -16.8% | 0.13% | -46.2% |
| PSJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc software | $396,000 | -54.5% | 3,968 | -57.6% | 0.11% | -67.4% |
| SAP | Sell | SAP SEspon adr | $374,000 | +12.3% | 2,791 | -1.2% | 0.11% | -19.5% |
| MO | Sell | ALTRIA GROUP INC | $372,000 | -51.6% | 7,444 | -53.5% | 0.11% | -65.0% |
| HES | Sell | HESS CORP | $371,000 | +5.7% | 5,546 | -4.3% | 0.11% | -24.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $365,000 | -6.2% | 2,204 | -12.9% | 0.10% | -32.3% |
| MDYG | Sell | SPDR SERIES TRUSTs&p 400 mdcp grw | $356,000 | -3.8% | 6,233 | -9.4% | 0.10% | -30.6% |
| NFLX | Sell | NETFLIX INC | $345,000 | -10.2% | 1,066 | -26.7% | 0.10% | -35.3% |
| BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $335,000 | -83.8% | 3,844 | -83.7% | 0.10% | -88.4% |
| M | Sell | MACYS INC | $333,000 | -32.2% | 19,777 | -36.5% | 0.10% | -51.5% |
| STX | Sell | SEAGATE TECHNOLOGY PLC | $318,000 | -39.0% | 5,403 | -44.2% | 0.09% | -56.2% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $308,000 | +5.8% | 2,058 | -3.3% | 0.09% | -24.1% |
| WU | Sell | WESTERN UN CO | $306,000 | -48.6% | 11,540 | -54.9% | 0.09% | -62.9% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $302,000 | -28.1% | 4,964 | -11.8% | 0.09% | -47.9% |
| PFG | Sell | PRINCIPAL FINL GROUP INC | $305,000 | -35.0% | 5,592 | -14.8% | 0.09% | -53.5% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $302,000 | -1.0% | 6,846 | -7.8% | 0.09% | -28.1% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $300,000 | -1.0% | 2,114 | -2.9% | 0.09% | -28.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $295,000 | 0.0% | 1,658 | -5.7% | 0.08% | -28.8% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $286,000 | -2.4% | 15,077 | -5.7% | 0.08% | -29.9% |
| VLO | Sell | VALERO ENERGY CORP NEW | $286,000 | -42.2% | 3,080 | -36.2% | 0.08% | -58.4% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $283,000 | -6.3% | 2,765 | -12.3% | 0.08% | -32.5% |
| ETN | Sell | EATON CORP PLC | $280,000 | -43.1% | 2,998 | -49.3% | 0.08% | -59.2% |
| WSO | Sell | WATSCO INC | $277,000 | -37.6% | 1,556 | -24.5% | 0.08% | -55.4% |
| PSX | Sell | PHILLIPS 66 | $273,000 | -63.9% | 2,453 | -66.8% | 0.08% | -74.2% |
| SJM | Sell | SMUCKER J M CO | $272,000 | -38.2% | 2,643 | -15.2% | 0.08% | -55.4% |
| PKG | Sell | PACKAGING CORP AMER | $272,000 | -46.0% | 2,460 | -48.2% | 0.08% | -61.2% |
| EMR | Sell | EMERSON ELEC CO | $267,000 | -60.4% | 3,500 | -60.3% | 0.08% | -71.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $265,000 | +31.8% | 902 | -2.8% | 0.08% | -5.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $260,000 | +26.2% | 1,224 | -0.7% | 0.07% | -9.8% |
| TROW | Sell | PRICE T ROWE GROUP INC | $257,000 | +2.4% | 2,112 | -3.7% | 0.07% | -26.0% |
| FISV | Sell | FISERV INC | $259,000 | +8.8% | 2,240 | -2.3% | 0.07% | -22.1% |
| FLO | Sell | FLOWERS FOODS INC | $256,000 | -39.8% | 11,933 | -13.5% | 0.07% | -56.8% |
| KMX | Sell | CARMAX INC | $250,000 | -4.2% | 2,854 | -3.9% | 0.07% | -30.8% |
| LVS | Sell | LAS VEGAS SANDS CORP | $248,000 | -40.7% | 3,637 | -33.7% | 0.07% | -57.5% |
| FTEC | Sell | FIDELITY COVINGTON TRmsci info tech i | $247,000 | +12.3% | 3,414 | -6.3% | 0.07% | -19.3% |
| CVI | Sell | CVR ENERGY INC | $249,000 | -40.7% | 6,240 | -17.6% | 0.07% | -57.5% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $245,000 | -41.7% | 10,731 | -29.1% | 0.07% | -58.1% |
| IGT | Sell | INTERNATIONAL GAME TECHNOLOG | $241,000 | -41.6% | 16,289 | -30.1% | 0.07% | -58.2% |
| FNB | Sell | FNB CORP PA | $236,000 | -43.7% | 18,806 | -33.9% | 0.07% | -59.3% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $234,000 | -4.5% | 279 | -4.5% | 0.07% | -31.6% |
| L100PS | Sell | ARCONIC INC | $230,000 | -1.7% | 7,481 | -16.9% | 0.07% | -29.0% |
| PACW | Sell | PACWEST BANCORP DEL | $232,000 | -44.0% | 6,135 | -30.3% | 0.07% | -60.0% |
| VTR | Sell | VENTAS INC | $228,000 | -23.7% | 3,942 | -3.7% | 0.06% | -45.4% |
| LEG | Sell | LEGGETT &PLATT INC | $224,000 | -51.8% | 4,419 | -51.7% | 0.06% | -65.4% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $222,000 | -9.4% | 2,572 | -4.2% | 0.06% | -34.7% |
| HD | Sell | HOME DEPOT INC | $221,000 | -9.1% | 1,010 | -3.4% | 0.06% | -35.1% |
| KMB | Sell | KIMBERLY CLARK CORP | $216,000 | -74.6% | 1,573 | -73.6% | 0.06% | -81.7% |
| KO | Sell | COCA COLA CO | $215,000 | -0.5% | 3,878 | -2.3% | 0.06% | -27.9% |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $218,000 | -21.0% | 9,547 | -21.9% | 0.06% | -43.6% |
| AVGO | Sell | BROADCOM INC | $216,000 | -65.4% | 683 | -69.8% | 0.06% | -75.1% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $207,000 | -2.8% | 1,043 | -10.7% | 0.06% | -30.6% |
| HON | Sell | HONEYWELL INTL INC | $205,000 | -14.2% | 1,159 | -17.9% | 0.06% | -37.9% |
| HBI | Sell | HANESBRANDS INC | $162,000 | -69.3% | 10,901 | -61.9% | 0.05% | -78.1% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $125,000 | +16.8% | 37,912 | -6.3% | 0.04% | -16.3% |
| GE | Sell | GENERAL ELECTRIC CO | $122,000 | +22.0% | 10,950 | -2.0% | 0.04% | -12.5% |
| ABEV | Sell | AMBEV SAsponsored adr | $73,000 | 0.0% | 15,670 | -0.7% | 0.02% | -27.6% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $62,000 | -19.5% | 11,104 | -25.3% | 0.02% | -41.9% |
| SAN | Sell | BANCO SANTANDER SAadr | $57,000 | -6.6% | 13,830 | -8.6% | 0.02% | -33.3% |
| ACB | Sell | AURORA CANNABIS INC | $50,000 | -58.7% | 23,122 | -19.2% | 0.01% | -70.8% |
| SID | Exit | COMPANHIA SIDERURGICA NACIONsponsored adr | $0 | – | -35,931 | -100.0% | -0.04% | – |
| CIG | Exit | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $0 | – | -39,895 | -100.0% | -0.05% | – |
| EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -15,304 | -100.0% | -0.06% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,646 | -100.0% | -0.09% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -1,964 | -100.0% | -0.09% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -598 | -100.0% | -0.09% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -1,377 | -100.0% | -0.09% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -7,937 | -100.0% | -0.09% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -20,990 | -100.0% | -0.10% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -2,763 | -100.0% | -0.10% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -7,878 | -100.0% | -0.10% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -18,657 | -100.0% | -0.11% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -12,041 | -100.0% | -0.12% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,477 | -100.0% | -0.12% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -3,928 | -100.0% | -0.12% | – |
| ACGL | Exit | ARCH CAP GROUP LTDord | $0 | – | -7,300 | -100.0% | -0.12% | – |
| IR | Exit | INGERSOLL-RAND PLC | $0 | – | -2,507 | -100.0% | -0.12% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,751 | -100.0% | -0.13% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -4,561 | -100.0% | -0.13% | – |
| SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -8,773 | -100.0% | -0.15% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -19,318 | -100.0% | -0.16% | – |
| OLN | Exit | OLIN CORP | $0 | – | -17,758 | -100.0% | -0.17% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -19,402 | -100.0% | -0.17% | – |
| HUN | Exit | HUNTSMAN CORP | $0 | – | -14,700 | -100.0% | -0.17% | – |
| FL | Exit | FOOT LOCKER INC | $0 | – | -9,771 | -100.0% | -0.17% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -6,517 | -100.0% | -0.17% | – |
| EXC | Exit | EXELON CORP | $0 | – | -6,892 | -100.0% | -0.17% | – |
| VIAB | Exit | VIACOM INC NEWcl b | $0 | – | -14,198 | -100.0% | -0.18% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -11,219 | -100.0% | -0.18% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -12,918 | -100.0% | -0.19% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -31,493 | -100.0% | -0.19% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -12,007 | -100.0% | -0.19% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -4,192 | -100.0% | -0.20% | – |
| CY | Exit | CYPRESS SEMICONDUCTOR CORP | $0 | – | -21,132 | -100.0% | -0.20% | – |
| K | Exit | KELLOGG CO | $0 | – | -7,887 | -100.0% | -0.20% | – |
| IDA | Exit | IDACORP INC | $0 | – | -4,627 | -100.0% | -0.21% | – |
| DYLS | Exit | WISDOMTREE TRdynamic lng eq | $0 | – | -19,586 | -100.0% | -0.22% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -13,036 | -100.0% | -0.23% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -6,337 | -100.0% | -0.25% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -7,835 | -100.0% | -0.27% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -5,867 | -100.0% | -0.27% | – |
| CXSE | Exit | WISDOMTREE TRchinadiv ex fi | $0 | – | -9,839 | -100.0% | -0.28% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -33,370 | -100.0% | -0.28% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -3,461 | -100.0% | -0.32% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -14,639 | -100.0% | -0.32% | – |
| BOCT | Exit | INNOVATOR ETFS TRs&p 500 bufetf | $0 | – | -39,742 | -100.0% | -0.39% | – |
| POCT | Exit | INNOVATOR ETFS TRs&p 500 pwretf | $0 | – | -41,852 | -100.0% | -0.42% | – |
| WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -18,769 | -100.0% | -0.45% | – |
| FSTA | Exit | FIDELITY COVINGTON TRconsmr staples | $0 | – | -108,245 | -100.0% | -1.58% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- AllianceBernstein LP #1
- Advisory Research Inc #2
- AEW Capital Management LP #3
- AMI Asset Management Corp #4
- Aristotle Capital Management LLC #5
- AthenaInvest Advisors LLC #6
- Atlanta Capital #7
- Beaumont Financial Partners LLC #8
- Berkshire Asset Management LLC #9
- BMO Asset Management Corp #10
- Brookmont Capital Management LLC #11
- Cambiar Investors LLC #12
- Clark Capital Management Group LLC #13
- Cohen & Steers Capital Management Inc #14
- Columbia Management Investment Advisers LLC #15
- Congress Asset Management Company #16
- Copeland Capital Management LLC #17
- Diamond Hill Capital Management Inc #18
- DSM Capital Partners LLC #19
- Dorsey, Wright & Associates LLC #20
- Goldman Sachs Asset Management LP #21
- Granite Investment Partners LLC #22
- Eaton Vance Management #23
- Granite Investment Partners LLC #24
- GW&K Investment Management LLC #25
- Harding Loevner LP #26
- Henry James International Management Inc. #27
- Invesco Advisers Inc #28
- JP Morgan #29
- Lazard Asset Management LLC #30
- Legg Mason Private Portfolio Group, LLC #31
- Macquarie Invesment Management Business Trust #32
- Miller Howard Investments Inc #33
- Neuberger Berman Investment Advisers LLC #34
- Newfound Research LLC #35
- Parametric Portfolio Associates LLC #36
- Peregrine Capital Management LLC #37
- Polen Capital Management LLC #38
- SouthernSun Asset Management LLC #39
- Sustainable Growth Advisers, LP #40
- London Co of Virginia #41
- Thompson, Siegel & Walmsley LLC #42
- Thornburg #43
- W.E. Donoghue & Co. LLC #44
- Wakefield Asset Management LLLP #45
- WCM Investment Management LLC #46
- Redwood Investments LLC #47
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHUBB LIMITED | 17 | Q3 2023 | 10.2% |
| SPDR S&P 500 ETF TR | 17 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.0% |
| ALPHABET INC | 17 | Q3 2023 | 1.7% |
| ALPHABET INC | 17 | Q3 2023 | 1.5% |
| ISHARES TR | 17 | Q3 2023 | 4.6% |
| INDEXIQ ETF TR | 17 | Q3 2023 | 1.8% |
| PROSHARES TR | 17 | Q3 2023 | 1.5% |
| MERCK &CO INC | 17 | Q3 2023 | 1.4% |
| VERIZON COMMUNICATIONS INC | 17 | Q3 2023 | 1.4% |
View PERSONAL CFO SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-11 |
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.