Notify me when PERSONAL CFO SOLUTIONS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 504 | $629,840,761 | +$70,246,326 | -$19,784,055 | +$50,462,271 | CB, AAPL, GOOGL, MSFT, NVDA | 13F-HR | 22 Jan 2026, 10:08 |
| Q3 2025 | 495 | $569,915,320 | +$56,903,030 | -$61,119,702 | -$4,216,672 | CB, AAPL, MSFT, NVDA, IWM | 13F-HR | 10 Nov 2025, 08:06 |
| Q2 2025 | 481 | $540,526,568 | +$54,601,928 | -$38,423,416 | +$16,178,512 | CB, AAPL, MSFT, NVDA, AMZN | 13F-HR | 12 Aug 2025, 08:04 |
| Q1 2025 | 448 | $492,527,198 | +$36,751,120 | -$43,001,382 | -$6,250,262 | CB, AAPL, AMZN, MSFT, UWM | 13F-HR | 30 Apr 2025, 09:56 |
| Q4 2024 | 457 | $508,184,376 | +$64,911,098 | -$269,063,595 | -$204,152,497 | CB, AAPL, UWM, AMZN, MSFT | 13F-HR | 07 Feb 2025, 10:46 |
| Q3 2024 | 561 | $715,233,149 | +$102,929,499 | -$73,974,341 | +$28,955,158 | CB, AAPL, PJUL, EFA, AMZN | 13F-HR | 14 Nov 2024, 09:06 |
| Q2 2024 | 531 | $650,807,769 | +$140,731,063 | -$127,976,500 | +$12,754,563 | CB, AAPL, PAPR, EFA, MSFT | 13F-HR | 09 Aug 2024, 13:12 |
| Q1 2024 | 539 | $640,466,289 | +$117,486,497 | -$94,189,570 | +$23,296,927 | CB, IWM, PMAR, AAPL, MSFT | 13F-HR | 13 May 2024, 16:04 |
| Q4 2023 | 511 | $577,611,954 | +$75,233,336 | -$50,393,978 | +$24,839,358 | CB, IWM, PAUG, AAPL, MSFT | 13F-HR | 13 Feb 2024, 15:46 |
| Q3 2023 | 506 | $505,976,046 | +$115,503,299 | -$90,010,450 | +$25,492,849 | CB, IWM, PAUG, AAPL, IAPR | 13F-HR | 13 Nov 2023, 17:03 |
| Q2 2023 | 467 | $492,756,014 | +$56,255,045 | -$36,945,349 | +$19,309,696 | SHV, PJUN, AAPL, CB, IAPR | 13F-HR | 10 Aug 2023, 16:44 |
| Q1 2023 | 470 | $484,252,607 | +$70,827,787 | -$24,703,469 | +$46,124,318 | CB, SHV, PJUN, AAPL, IAPR | 13F-HR | 09 May 2023, 07:06 |
| Q4 2022 | 457 | $472,437,151 | +$118,493,516 | -$44,158,397 | +$74,335,119 | CB, SHV, PJUN, AAPL, ITT | 13F-HR | 14 Feb 2023, 13:29 |
| Q3 2022 | 414 | $398,140,000 | +$61,914,445 | -$33,750,686 | +$28,163,759 | SHV, POCT, CB, AAPL, ITT | 13F-HR | 01 Nov 2022, 13:19 |
| Q2 2022 | 430 | $426,348,030 | +$87,518,751 | -$44,248,952 | +$43,269,799 | SHV, PJAN, CB, AAPL, BA | 13F-HR | 05 Aug 2022, 09:14 |
| Q1 2022 | 471 | $506,626,426 | +$61,017,107 | -$40,087,381 | +$20,929,726 | PJAN, EFA, CB, AAPL, BA | 13F-HR | 02 May 2022, 12:22 |
| Q4 2021 | 476 | $528,637,574 | +$120,267,218 | -$35,302,354 | +$84,964,864 | PJAN, EFA, CB, ITT, BA | 13F-HR | 11 Feb 2022, 08:41 |
| Q3 2021 | 453 | $487,982,000 | +$89,864,959 | -$82,495,678 | +$7,369,281 | PSEP, IWM, BA, CB, ITT | 13F-HR | 18 Nov 2021, 11:09 |
| Q2 2021 | 439 | $488,324,000 | +$115,629,313 | -$100,463,864 | +$15,165,449 | UWM, PJUL, BA, CB, ITT | 13F-HR | 22 Jul 2021, 09:42 |
| Q1 2021 | 407 | $462,594,000 | +$109,724,030 | -$73,912,259 | +$35,811,771 | PMVP, UWM, BA, ITT, CB | 13F-HR | 21 Apr 2021, 15:34 |
| Q4 2020 | 373 | $397,854,244 | $0 | UWM, PDEC, ITT, CB, BA | 13F-HR | 09 Feb 2021, 11:14 | ||
| Q3 2020 | 0 | $0 | 13F-HR | 02 Nov 2020, 13:44 | ||||
| Q2 2020 | 313 | $337,905,000 | +$71,107,031 | -$38,991,508 | +$32,115,523 | PJAN, ITT, CB, IWM, BA | 13F-HR | 03 Aug 2020, 08:29 |
| Q1 2020 | 274 | $278,424,000 | +$82,814,365 | -$25,563,409 | +$57,250,956 | PJAN, CB, ITT, SPY, BA | 13F-HR | 30 Apr 2020, 07:37 |
| Q4 2019 | 343 | $349,126,000 | +$136,309,710 | -$23,053,449 | +$113,256,261 | CB, ITT, BA, SPY, PDEC | 13F-HR | 13 Feb 2020, 13:31 |
| Q3 2019 | 255 | $233,935,000 | $0 | CB, SPY, FHLC, FIDU, MNA | 13F-HR | 13 Nov 2019, 15:58 |