HoldingsChannel.com
Personal CFO Solutions LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
CHUBB LIMITED 159,908 +159,908 $25,698
     CB159,908+159,908$25,698
SPDR S&P 500 ETF TR (SPY) 53,297 +53,297 $15,734
     SPY53,297+53,297$15,734
FIDELITY COVINGTON TR 126,201 +126,201 $5,473
     FHLC126,201+126,201$5,473
FIDELITY COVINGTON TR 137,241 +137,241 $5,470
     FIDU137,241+137,241$5,470
INDEXIQ ETF TR (MNA) 140,047 +140,047 $4,489
     MNA140,047+140,047$4,489
INNOVATOR ETFS TR (BAUG) 159,835 +159,835 $4,015
     BAUG159,835+159,835$4,015
FIDELITY COVINGTON TR 108,245 +108,245 $3,956
     FSTA108,245+108,245$3,956
MICROSOFT CORP 27,922 +27,922 $3,891
     MSFT27,922+27,922$3,891
PROSHARES TR (HDG) 81,471 +81,471 $3,692
     HDG81,471+81,471$3,692
ALPHABET INC 2,908 +2,908 $3,550
     GOOG2,908+2,908$3,550
VERIZON COMMUNICATIONS INC 58,565 +58,565 $3,535
     VZ58,565+58,565$3,535
MERCK & CO INC 41,681 +41,681 $3,509
     MRK41,681+41,681$3,509
ALPHABET INC 2,840 +2,840 $3,471
     GOOGL2,840+2,840$3,471
INNOVATOR ETFS TR (PAUG) 132,168 +132,168 $3,327
     PAUG132,168+132,168$3,327
FIDELITY COVINGTON TR 194,114 +194,114 $3,055
     FENY194,114+194,114$3,055
ISHARES TR (IVV) 9,633 +9,633 $2,852
     IVV9,633+9,633$2,852
FACEBOOK INC 14,143 +14,143 $2,524
     FB14,143+14,143$2,524
ACCENTURE PLC IRELAND 11,695 +11,695 $2,253
     ACN11,695+11,695$2,253
VISA INC 12,209 +12,209 $2,107
     V12,209+12,209$2,107
VANGUARD BD INDEX FD INC (BIV) 23,567 +23,567 $2,074
     BIV23,567+23,567$2,074
VANGUARD WHITEHALL FDS INC (VYM) 20,556 +20,556 $1,824
     VYM20,556+20,556$1,824
BRISTOL MYERS SQUIBB CO 34,306 +34,306 $1,739
     BMY34,306+34,306$1,739
EXXON MOBIL CORP 22,366 +22,366 $1,682
     XOM22,366+22,366$1,682
ISHARES TR (HYG) 19,010 +19,010 $1,662
     HYG19,010+19,010$1,662
MCKESSON CORP 11,776 +11,776 $1,609
     MCK11,776+11,776$1,609
ADOBE INC 5,641 +5,641 $1,563
     ADBE5,641+5,641$1,563
ZOETIS INC 12,385 +12,385 $1,546
     ZTS12,385+12,385$1,546
MASTERCARD INC 5,526 +5,526 $1,505
     MA5,526+5,526$1,505
VANGUARD MUN BD FD INC (VTEB) 28,000 +28,000 $1,501
     VTEB28,000+28,000$1,501
GENERAL DYNAMICS CORP 7,989 +7,989 $1,460
     GD7,989+7,989$1,460
L3HARRIS TECHNOLOGIES INC 6,734 +6,734 $1,405
     LHX6,734+6,734$1,405
SELECT SECTOR SPDR TR (XLU) 21,452 +21,452 $1,389
     XLU21,452+21,452$1,389
AT&T INC 36,155 +36,155 $1,368
     T36,155+36,155$1,368
INTERNATIONAL BUSINESS MACHS 9,307 +9,307 $1,357
     IBM9,307+9,307$1,357
SELECT SECTOR SPDR TR (XLRE) 34,257 +34,257 $1,348
     XLRE34,257+34,257$1,348
SELECT SECTOR SPDR TR (XLK) 16,609 +16,609 $1,338
     XLK16,609+16,609$1,338
SELECT SECTOR SPDR TR (XLP) 21,658 +21,658 $1,330
     XLP21,658+21,658$1,330
SELECT SECTOR SPDR TR (XLY) 10,889 +10,889 $1,314
     XLY10,889+10,889$1,314
FIDELITY COVINGTON TR 42,600 +42,600 $1,305
     FDVV42,600+42,600$1,305
VANGUARD WORLD FDS (VOX) 15,038 +15,038 $1,304
     VOX15,038+15,038$1,304
SELECT SECTOR SPDR TR (XLF) 46,588 +46,588 $1,304
     XLF46,588+46,588$1,304
FIDELITY COVINGTON TR 39,785 +39,785 $1,286
     FMAT39,785+39,785$1,286
SPDR SERIES TRUST (JNK) 11,685 +11,685 $1,278
     JNK11,685+11,685$1,278
ASML HOLDING N V 5,041 +5,041 $1,252
     ASML5,041+5,041$1,252
COMCAST CORP NEW 26,995 +26,995 $1,218
     CMCSA26,995+26,995$1,218
STARBUCKS CORP 13,733 +13,733 $1,216
     SBUX13,733+13,733$1,216
CHEVRON CORP NEW 9,336 +9,336 $1,199
     CVX9,336+9,336$1,199
NIKE INC 12,589 +12,589 $1,185
     NKE12,589+12,589$1,185
DBX ETF TR (DBEF) 36,563 +36,563 $1,182
     DBEF36,563+36,563$1,182
ISHARES TR (IVE) 9,815 +9,815 $1,163
     IVE9,815+9,815$1,163

See Full List: All Stocks Held By Personal CFO Solutions LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Personal CFO Solutions LLC

Size ($ in 1000's)
At 09/30/2019: $251,051
At 06/30/2019: $0

Combined Holding Report Includes:
PERSONAL CFO SOLUTIONS LLC
AllianceBernstein LP
Advisory Research Inc
AEW Capital Management LP
AMI Asset Management Corp
Aristotle Capital Management LLC
Beaumont Financial Partners LLC
Berkshire Asset Management LLC
BMO Asset Management Corp
Brookmont Capital Management LLC
Cambiar Investors LLC
Clark Capital Management Group LLC
Cohen & Steers Capital Management Inc
Columbia Management Investment Advisers LLC
Congress Asset Management Company
Copeland Capital Management LLC
Diamond Hill Capital Management Inc
DSM Capital Partners LLC
Dorsey Wright & Associates LLC
Goldman Sachs Asset Management LP
Granite Investment Partners LLC
Eaton Vance Management
Granite Investment Partners LLC
GW&K Investment Management LLC
Harding Loevner LP
Henry James International Management Inc.
Invesco Advisers Inc
Lazard Asset Management LLC
Legg Mason Private Portfolio Group LLC
Macquarie Invesment Management Business Trust
Miller Howard Investments Inc
Neuberger Berman Investment Advisers LLC
Newfound Research LLC
Parametric Portfolio Associates LLC
Peregrine Capital Management LLC
Polen Capital Management LLC
SouthernSun Asset Management LLC
Sustainable Growth Advisers LP
London Co of Virginia
Thompson Siegel & Walmsley LLC
W.E. Donoghue & Co. LLC
Wakefield Asset Management LLLP
WCM Investment Management LLC

Personal CFO Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Personal CFO Solutions LLC 13F filings. Link to 13F filings: SEC filings

Personal CFO Solutions LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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