PERSONAL CFO SOLUTIONS, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Justin Dausch - Chief Compliance Officer
Location
Chester, NJ
Holdings as of
31 Dec 2024
Value $
$508,184,376
Num holdings
457
Filing time
07 Feb 2025, 10:46:05 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CB, AAPL, UWM, AMZN, and MSFT.
Previous filing
Q3 2024 - 14 Nov 2024
Next filing
Q1 2025 - 30 Apr 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Justin Dausch Chief Compliance Officer West Chester, Pennsylvania 07 Feb 2025

Other Included Managers (65):

Num Name Location File Number
1 ALLIANCEBERNSTEIN HOLDING L.P.
2 ADVISORY RESEARCH INC Chicago, IL
3 AEW CAPITAL MANAGEMENT L P Boston, MA
4 FRED ALGER MANAGEMENT, LLC New York, NY
6 AMI ASSET MANAGEMENT CORP Los Angeles, CA
7 Aristotle Capital Management, LLC Los Angeles, CA
8 Ark Investment Management LLC
9 AthenaInvest, Inc.
10 ATLANTA CAPITAL MANAGEMENT CO L L C Atlanta, GA
11 BAHL & GAYNOR INC Cincinnati, OH
13 Beaumont Financial Partners, LLC Needham, MA
14 BERKSHIRE ASSET MANAGEMENT LLC/PA Wilkes Barre, PA
15 BMO ASSET MANAGEMENT CORP. Chicago, IL
17 Brookmont Capital Management Dallas, TX
19 CAMBIAR INVESTORS LLC Denver, CO
20 Capital Group Companies, Inc. Los Angeles, CA
22 CAUSEWAY CAPITAL MANAGEMENT LLC Los Angeles, CA
23 Clark Capital Management Group, Inc. Philadelphia, PA
24 Legg Mason Private Portfolio Group, LLC
25 COHEN & STEERS, INC. New York, NY
26 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Boston, MA
27 CONGRESS ASSET MANAGEMENT CO Boston, MA
29 Copeland Capital Management, LLC Conshohocken, PA
30 MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA
31 DIAMOND HILL CAPITAL MANAGEMENT INC Columbus, OH
33 Dorsey Wright & Associates Pasadena, CA
34 DSM CAPITAL PARTNERS LLC Palm Beach Gardens, FL
35 EARNEST PARTNERS LLC Atlanta, GA
37 FIRST TRUST ADVISORS LP Wheaton, IL
39 Granite Investment Partners, LLC El Segundo, CA
43 GW&K Investment Management, LLC Boston, MA
44 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC Naples, FL
45 HARDING LOEVNER LP Bridgewater, NJ
48 Henry James International Management Inc. New York, NY
49 Hillman Capital Management, Inc. Bethesda, MD
50 Invesco Advisers, Inc. Atlanta, GA
51 JENNISON ASSOCIATES LLC New York, NY
52 J.P. Morgan Investment Management Inc. New York, NY
53 LAZARD ASSET MANAGEMENT LLC New York, NY
54 Leading Edge Financial Planning LLC Knoxville, TN
55 LOOMIS SAYLES & CO L P Boston, MA
56 MILLER HOWARD INVESTMENTS INC /NY Kingston, NY
59 Mondrian Investment Partners LTD London, United Kingdom
60 MONTRUSCO BOLTON INVESTMENTS INC. Montreal, Quebec, Canada
61 Neuberger Berman Investment Advisers LLC New York, NY
62 Newfound Research LLC St. Petersburg, FL
64 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA
65 PARNASSUS INVESTMENTS, LLC San Francisco, CA
69 PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN
70 Polaris Wealth Advisory Group, LLC San Rafael, CA
71 POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL
72 PRINCIPAL GLOBAL INVESTORS Des Moines, IA
73 PUTNAM FUNDS TRUST
74 GOLDMAN SACHS ASSET MANAGEMENT, L.P. New York, NY
75 SCHAFER CULLEN CAPITAL MANAGEMENT INC New York, NY
77 Smead Capital Management, Inc. Phoenix, AZ
78 SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN
79 SpiderRock Advisors, LLC Wilimington, DE
81 Sustainable Growth Advisers, LP Stamford, CT
82 LONDON CO OF VIRGINIA Richmond, VA
83 THORNBURG INVESTMENT TRUST
84 THOMPSON SIEGEL & WALMSLEY LLC Richmond, VA
85 Donoghue Forlines LLC Boston, MA
86 Wakefield Asset Management LLLP Englewood, CO
87 WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA