Fund HoldingsPERSONAL CFO SOLUTIONS, LLC

Total Portfolio Value
$508.18M
Total Bought
$67.54M
Total Sold
$285.02M
Net Transaction
-$217.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PROSHARES TR
PSHS ULTRUSS2000
0365,348+365,348015,2903.01%+15,290
APPLE INC(AAPL)106,029109,617+3,58824,70527,4505.40%+2,746
AMAZON COM INC(AMZN)067,365+67,365014,7792.91%+14,779
BOEING CO(BA)7,61414,312+6,6981,1582,5330.50%+1,376
SAP SE(SAP)09,321+9,32102,2950.45%+2,295
BRISTOL-MYERS SQUIBB CO(BMY)037,972+37,97202,1480.42%+2,148
TARGET CORP(TGT)09,507+9,50701,2850.25%+1,285
BLACKROCK INC(BLK)0911+91109340.18%+934
ALPHABET INC(GOOG)041,789+41,78907,9581.57%+7,958
SCHLUMBERGER LTD(SLB)023,045+23,04508840.17%+884
UNIVERSAL HLTH SVCS INC(UHS)04,750+4,75008520.17%+852
ALPHABET INC(GOOG)056,216+56,216010,6422.09%+10,642
NVIDIA CORPORATION(NVDA)054,540+54,54007,3241.44%+7,324
FIDELITY COVINGTON TRUST0116,090+116,09006,8141.34%+6,814
INTERPUBLIC GROUP COS INC026,872+26,87207530.15%+753
HP INC(HPQ)022,844+22,84407450.15%+745
ARCHER DANIELS MIDLAND CO014,725+14,72507440.15%+744
REGENERON PHARMACEUTICALS(REGN)01,852+1,85201,3190.26%+1,319
CONAGRA BRANDS INC(CAG)037,613+37,61301,0440.21%+1,044
INTUIT(INTU)02,948+2,94801,8530.36%+1,853
APTIV PLC(APTV)011,193+11,19306770.13%+677
LKQ CORP(LKQ)018,045+18,04506630.13%+663
HOST HOTELS & RESORTS INC(HST)037,492+37,49206570.13%+657
GENERAL MLS INC(GIS)010,187+10,18706500.13%+650
OMNICOM GROUP INC(OMC)07,534+7,53406480.13%+648
HCA HEALTHCARE INC(HCA)03,219+3,21909660.19%+966
LAM RESEARCH CORP(LRCX)08,073+8,07305830.11%+583
BROADCOM INC(AVGO)11,04510,667-3781,9052,4730.49%+568
ORACLE CORP(ORCL)13,68017,350+3,6702,3312,8910.57%+560
BUNGE GLOBAL SA(BG)07,081+7,08105510.11%+551
ISHARES TR07,693+7,69301,4240.28%+1,424
NETFLIX INC(NFLX)03,683+3,68303,2830.65%+3,283
EOG RES INC(EOG)08,040+8,04009860.19%+986
VISA INC(V)013,691+13,69104,3270.85%+4,327
BORGWARNER INC031,159+31,15909910.19%+991
ARISTA NETWORKS INC(ANET)04,506+4,50604980.10%+498
COSTAR GROUP INC(CSGP)09,653+9,65306910.14%+691
SHOPIFY INC(SHOP)19,60419,340-2641,5712,0560.40%+485
NIKE INC(NKE)10,20618,220+8,0149021,3790.27%+477
SEA LTD(SE)12,54515,607+3,0621,1831,6560.33%+473
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,34115,837+4962,6643,1280.62%+463
PALANTIR TECHNOLOGIES INC(PLTR)8,0719,920+1,8493007500.15%+450
AMERICAN EXPRESS CO(AXP)011,355+11,35503,3700.66%+3,370
ISHARES TR04,783+4,78303920.08%+392
ISHARES TR03,641+3,64103880.08%+388
PACKAGING CORP AMER(PKG)01,633+1,63303680.07%+368
SALESFORCE INC(CRM)04,586+4,58601,5330.30%+1,533
GOLDMAN SACHS GROUP INC(GS)02,975+2,97501,7030.34%+1,703
BROWN FORMAN CORP(BF-A)09,258+9,25803520.07%+352
APPLOVIN CORP(APP)02,228+2,22807220.14%+722
ALLSTATE CORP(ALL)01,772+1,77203420.07%+342
DIAGEO PLC(DEO)04,276+4,27605440.11%+544
CBRE GROUP INC(CBRE)17,43819,095+1,6572,1712,5070.49%+336
ISHARES TR03,475+3,47503070.06%+307
ISHARES TR15,26516,607+1,3421,3641,6630.33%+298
RESMED INC(RMD)01,291+1,29102950.06%+295
LULULEMON ATHLETICA INC(LULU)0772+77202950.06%+295
QUALCOMM INC(QCOM)09,570+9,57001,4700.29%+1,470
MATADOR RES CO(MTDR)05,204+5,20402930.06%+293
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
017,690+17,69002,1070.41%+2,107
SPDR S&P 500 ETF TR(SPY)8,5988,911+3134,9335,2231.03%+289
WOODWARD INC(WWD)01,737+1,73702890.06%+289
VERONA PHARMA PLC06,109+6,10902840.06%+284
NORTHROP GRUMMAN CORP(NOC)01,601+1,60107510.15%+751
ATLASSIAN CORPORATION03,452+3,45208400.17%+840
GARMIN LTD(GRMN)01,331+1,33102750.05%+275
FORTINET INC(FTNT)02,902+2,90202740.05%+274
CLOUDFLARE INC(NET)02,472+2,47202660.05%+266
ENERGY TRANSFER L P(ET)082,191+82,19101,6100.32%+1,610
FIRST CTZNS BANCSHARES INC N(FCNCA)0125+12502640.05%+264
LEIDOS HOLDINGS INC(LDOS)01,799+1,79902590.05%+259
KINDER MORGAN INC DEL(KMI)09,346+9,34602560.05%+256
SELECT SECTOR SPDR TR
ST STR FINL ETF
024,524+24,52401,1850.23%+1,185
CHIPOTLE MEXICAN GRILL INC(CMG)04,222+4,22202550.05%+255
SPOTIFY TECHNOLOGY S A(SPOT)02,686+2,68601,2020.24%+1,202
CYBERARK SOFTWARE LTD0755+75502520.05%+252
DEXCOM INC(DXCM)03,212+3,21202500.05%+250
PG&E CORP(PCG)012,213+12,21302460.05%+246
SNAP ON INC(SNA)0723+72302450.05%+245
GENERAL MTRS CO(GM)04,568+4,56802430.05%+243
FISERV INC(FISV)01,175+1,17502410.05%+241
NORWEGIAN CRUISE LINE HLDG L
SHS
09,359+9,35902410.05%+241
BITWISE BITCOIN ETF TR(BITB)04,684+4,68402380.05%+238
MICRON TECHNOLOGY INC(MU)02,793+2,79302350.05%+235
CHECK POINT SOFTWARE TECH LT
ORD
01,235+1,23502310.05%+231
JPMORGAN CHASE & CO.(JPM)09,463+9,46302,2680.45%+2,268
KINROSS GOLD CORP(KGC)024,277+24,27702250.04%+225
ACADIA PHARMACEUTICALS INC012,230+12,23002240.04%+224
GODADDY INC(GDDY)01,136+1,13602240.04%+224
TECHNIPFMC PLC(FTI)07,696+7,69602230.04%+223
SELECT SECTOR SPDR TR
ST STR STAPL ETF
014,530+14,53001,1420.22%+1,142
CURTISS WRIGHT CORP(CW)0611+61102170.04%+217
SNOWFLAKE INC(SNOW)01,401+1,40102160.04%+216
GATES INDL CORP PLC
ORD SHS
010,505+10,50502160.04%+216
BLACKSTONE INC(BX)04,474+4,47407710.15%+771
CAPITAL ONE FINL CORP(COF)04,163+4,16307420.15%+742
INFOSYS LTD(INFY)09,794+9,79402150.04%+215
PUBLIC STORAGE OPER CO(PSA)0716+71602150.04%+215
SELECT SECTOR SPDR TR
ST STR REAL ETF
026,353+26,35301,0720.21%+1,072
PALO ALTO NETWORKS INC(PANW)01,168+1,16802130.04%+213
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