Fund HoldingsPERSONAL CFO SOLUTIONS, LLC

Total Portfolio Value
$540.53M
Total Bought
$83.87M
Total Sold
$51.34M
Net Transaction
+$32.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)094,192+94,192014,8812.75%+14,881
ISHARES TR3,55417,500+13,9461,2837,4301.37%+6,147
MICROSOFT CORP(MSFT)033,003+33,003016,4163.04%+16,416
ISHARES TR5,28942,163+36,8745294,7220.87%+4,193
SHOPIFY INC(SHOP)018,398+18,39802,1220.39%+2,122
ITT INC(ITT)059,268+59,26809,2951.72%+9,295
ALPHABET INC(GOOG)059,114+59,114010,4181.93%+10,418
PHILIP MORRIS INTL INC(PM)6,25413,885+7,6319932,5290.47%+1,536
NETFLIX INC(NFLX)03,227+3,22704,3210.80%+4,321
ORACLE CORP(ORCL)019,354+19,35404,2310.78%+4,231
BROADCOM INC(AVGO)010,653+10,65302,9360.54%+2,936
BOEING CO(BA)16,15818,793+2,6352,7563,9380.73%+1,182
META PLATFORMS INC(META)5,4615,828+3673,1484,3010.80%+1,154
FIDELITY COVINGTON TRUST111,103119,296+8,1937,7248,8331.63%+1,109
ISHARES TR017,428+17,42801,4440.27%+1,444
SPDR S&P 500 ETF TR(SPY)010,251+10,25106,3341.17%+6,334
ISHARES TR010,087+10,08701,9590.36%+1,959
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,038+4,03801,0230.19%+1,023
SELECT SECTOR SPDR TR
ST STR SVC ETF
09,016+9,01609790.18%+979
IDEXX LABS INC(IDXX)01,769+1,76909490.18%+949
MONDAY COM LTD
SHS
02,900+2,90009120.17%+912
SELECT SECTOR SPDR TR
ST STR REAL ETF
021,684+21,68408980.17%+898
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,118+4,11808950.17%+895
INVESCO QQQ TR06,197+6,19703,4180.63%+3,418
PROSHARES TR
PSHS ULTRUSS2000
0322,764+322,764012,1592.25%+12,159
AMAZON COM INC(AMZN)059,785+59,785013,1162.43%+13,116
SERVICENOW INC(NOW)02,242+2,24202,3050.43%+2,305
JPMORGAN CHASE & CO.(JPM)010,382+10,38203,0100.56%+3,010
TAIWAN SEMICONDUCTOR MFG LTD(TSM)014,603+14,60303,3070.61%+3,307
PALANTIR TECHNOLOGIES INC(PLTR)011,127+11,12701,5170.28%+1,517
ISHARES TR
MSCI INTL QUALTY
0100,846+100,84604,3590.81%+4,359
CAPITAL ONE FINL CORP(COF)4,9806,833+1,8538931,4540.27%+561
ISHARES INC03,002+3,00205080.09%+508
MARATHON PETE CORP(MPC)06,363+6,36301,0570.20%+1,057
SEA LTD(SE)14,04714,576+5291,8332,3310.43%+498
AKAMAI TECHNOLOGIES INC(AKAM)05,813+5,81304640.09%+464
NEWMONT CORP(NEM)07,349+7,34904280.08%+428
SPDR GOLD TR(GLD)12,15812,876+7183,5033,9250.73%+422
SPOTIFY TECHNOLOGY S A(SPOT)2,5122,341-1711,3821,7970.33%+415
GE AEROSPACE(GE)07,130+7,13001,8350.34%+1,835
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
018,134+18,13402,2060.41%+2,206
ISHARES TR04,135+4,13504010.07%+401
COINBASE GLOBAL INC(COIN)01,132+1,13203970.07%+397
GE VERNOVA INC(GEV)01,590+1,59008410.16%+841
ISHARES TR018,454+18,45402,0210.37%+2,021
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
06,867+6,86703730.07%+373
UBER TECHNOLOGIES INC(UBER)9,14511,118+1,9736661,0370.19%+371
EBAY INC.(EBAY)04,901+4,90103650.07%+365
TRANE TECHNOLOGIES PLC(TT)01,863+1,86308150.15%+815
MERCADOLIBRE INC(MELI)509512+39931,3380.25%+345
VISTRA CORP(VST)01,763+1,76303420.06%+342
COHERENT CORP(COHR)03,778+3,77803370.06%+337
ROBINHOOD MKTS INC(HOOD)03,527+3,52703300.06%+330
YUM BRANDS INC(YUM)07,202+7,20201,0670.20%+1,067
CONSTELLATION ENERGY CORP(CEG)02,371+2,37107650.14%+765
VERTIV HOLDINGS CO(VRT)02,415+2,41503100.06%+310
JABIL INC(JBL)01,390+1,39003030.06%+303
ISHARES TR03,288+3,28803020.06%+302
LITTELFUSE INC(LFUS)01,331+1,33103020.06%+302
APPLIED MATLS INC05,820+5,82001,0660.20%+1,066
WELLS FARGO CO NEW(WFC)014,263+14,26301,1430.21%+1,143
ASML HOLDING N V
N Y REGISTRY SHS
01,866+1,86601,4960.28%+1,496
PATRICK INDS INC(PATK)03,032+3,03202800.05%+280
STARBUCKS CORP(SBUX)9,25412,936+3,6829081,1850.22%+278
CBOE GLOBAL MKTS INC(CBOE)01,176+1,17602740.05%+274
ALPHABET INC(GOOG)036,714+36,71406,5131.20%+6,513
COMFORT SYS USA INC(FIX)0504+50402700.05%+270
SAP SE(SAP)08,255+8,25502,5100.46%+2,510
WHEATON PRECIOUS METALS CORP(WPM)02,960+2,96002660.05%+266
LIFE TIME GROUP HOLDINGS INC(LTH)08,630+8,63002620.05%+262
AERCAP HOLDINGS NV(AER)02,182+2,18202550.05%+255
CRANE NXT CO(CXT)04,679+4,67902520.05%+252
MSA SAFETY INC(MSA)01,499+1,49902510.05%+251
EATON CORP PLC(ETN)02,193+2,19307830.14%+783
SENSATA TECHNOLOGIES HLDG PL
SHS
08,178+8,17802460.05%+246
APOLLO GLOBAL MGMT INC(APO)01,729+1,72902450.05%+245
ALLSTATE CORP(ALL)01,209+1,20902430.05%+243
ISHARES TR
BROAD USD HIGH
06,444+6,44402420.04%+242
FOX CORP(FOX)04,310+4,31002420.04%+242
TWILIO INC(TWLO)01,939+1,93902410.04%+241
MICRON TECHNOLOGY INC(MU)01,955+1,95502410.04%+241
CROWDSTRIKE HLDGS INC(CRWD)01,479+1,47907530.14%+753
UFP TECHNOLOGIES INC(UFPT)0980+98002390.04%+239
AMPHENOL CORP NEW9,0748,449-6255958340.15%+239
IRON MTN INC DEL(IRM)02,326+2,32602390.04%+239
TRAVELERS COMPANIES INC(TRV)01,662+1,66204450.08%+445
CSX CORP(CSX)07,242+7,24202360.04%+236
AFFIRM HLDGS INC(AFRM)03,390+3,39002340.04%+234
HILTON WORLDWIDE HLDGS INC(HLT)0872+87202320.04%+232
ASCENDIS PHARMA A/S(ASND)01,340+1,34002310.04%+231
NAPCO SEC TECHNOLOGIES INC(NSSC)07,785+7,78502310.04%+231
API GROUP CORP(APG)04,517+4,51702310.04%+231
CLOUDFLARE INC(NET)02,628+2,62805150.10%+515
CARVANA CO(CVNA)0684+68402300.04%+230
MODERNA INC(MRNA)08,342+8,34202300.04%+230
VERONA PHARMA PLC06,495+6,49506140.11%+614
OSI SYSTEMS INC(OSIS)01,005+1,00502260.04%+226
FAIR ISAAC CORP(FICO)0123+12302250.04%+225
ADVANCED MICRO DEVICES INC(AMD)6,4966,281-2156678910.16%+224
MONDELEZ INTL INC(MDLZ)09,909+9,90906680.12%+668
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