PERSONAL CFO SOLUTIONS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$715M
Signature - Title
Justin Dausch - Chief Compliance Officer
Location
Chester, NJ
Summary
This page shows a list of all the recent 13F filings made by PERSONAL CFO SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PERSONAL CFO SOLUTIONS, LLC reported 561 stock holdings with total value $715M as of Q3 2024. Top holdings included CB, AAPL, PJUL, EFA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 561 $715M +$103M -$74M +$29M CB, AAPL, PJUL, EFA, AMZN 13F-HR 11/14/2024, 09:06 AM
Q2 2024 531 $651M +$141M -$128M +$12.7M CB, AAPL, PAPR, EFA, MSFT 13F-HR 8/9/2024, 01:12 PM
Q1 2024 541 $641M +$117M -$94.2M +$23.3M CB, IWM, PMAR, AAPL, MSFT 13F-HR 5/13/2024, 04:04 PM
Q4 2023 511 $578M +$75.2M -$50.4M +$24.8M CB, IWM, PAUG, AAPL, MSFT 13F-HR 2/13/2024, 03:46 PM
Q3 2023 455 $506M +$116M -$90M +$25.5M CB, IWM, PAUG, AAPL, IAPR 13F-HR 11/13/2023, 05:03 PM
Q2 2023 467 $493M +$56.3M -$69.3M -$13M SHV, PJUN, AAPL, CB, IAPR 13F-HR 8/10/2023, 04:44 PM
Q1 2023 470 $484M +$70.8M -$68.3M +$2.56M CB, SHV, PJUN, AAPL, IAPR 13F-HR 5/9/2023, 07:06 AM
Q4 2022 457 $472M +$118M -$76.1M +$42.4M CB, SHV, PJUN, AAPL, ITT 13F-HR 2/14/2023, 02:29 PM
Q3 2022 414 $398M +$61.9M -$58M +$3.9M SHV, POCT, CB, AAPL, ITT 13F-HR 11/1/2022, 01:19 PM
Q2 2022 430 $426M +$87.5M -$93.4M -$5.81M SHV, PJAN, CB, AAPL, BA 13F-HR 8/5/2022, 09:14 AM
Q1 2022 472 $507M +$61M -$60.2M +$827K PJAN, EFA, CB, AAPL, BA 13F-HR 5/2/2022, 12:22 PM
Q4 2021 476 $534M +$120M -$95.1M +$25.4M PJAN, EFA, CB, ITT, BA 13F-HR 2/11/2022, 09:41 AM
Q3 2021 453 $488M +$89.8M -$82.5M +$7.35M PSEP, IWM, BA, CB, ITT 13F-HR 11/18/2021, 11:09 AM
Q2 2021 439 $488M +$116M -$100M +$15.2M UWM, PJUL, BA, CB, ITT 13F-HR 7/22/2021, 09:42 AM
Q1 2021 407 $463M +$110M -$73.9M +$35.8M PMVP, UWM, BA, ITT, CB 13F-HR 4/21/2021, 03:34 PM
Q4 2020 373 $404M +$126M $0 +$126M UWM, PDEC, ITT, CB, BA 13F-HR 2/9/2021, 12:14 PM
Q3 2020 134 $4K $0 $0 HDG 13F-HR 11/2/2020, 02:44 PM
Q2 2020 313 $338M +$71.1M -$60.3M +$10.8M PJAN, ITT, CB, IWM, BA 13F-HR 8/3/2020, 08:29 AM
Q1 2020 275 $278M +$82.7M -$87.8M -$5.16M PJAN, CB, ITT, SPY, BA 13F-HR 4/30/2020, 07:37 AM
Q4 2019 343 $349M +$137M -$42.3M +$94.3M CB, ITT, BA, SPY, PDEC 13F-HR 2/13/2020, 02:31 PM
Q3 2019 292 $237M $0 $0 CB, SPY, FHLC, FIDU, MNA 13F-HR 11/13/2019, 04:58 PM