HoldingsChannel.com
Personal CFO Solutions LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
CHUBB LIMITED 146,518 -13,390 $22,806
     CB146,518-13,390$22,806
ITT INC 280,766 +280,766 $20,751
     ITT280,766+280,766$20,751
BOEING CO 61,815 +61,815 $20,135
     BA61,815+61,815$20,135
SPDR S&P 500 ETF TR (SPY) 57,808 +4,511 $18,607
     SPY57,808+4,511$18,607
INNOVATOR ETFS TR (PDEC) 499,613 +499,613 $13,360
     PDEC499,613+499,613$13,360
INNOVATOR ETFS TR (BDEC) 234,976 +234,976 $6,324
     BDEC234,976+234,976$6,324
FIDELITY COVINGTON TR 121,243 -4,958 $6,031
     FHLC121,243-4,958$6,031
APPLE INC 19,428 +19,428 $5,710
     AAPL19,428+19,428$5,710
FIDELITY COVINGTON TR 132,308 -4,933 $5,563
     FIDU132,308-4,933$5,563
INDEXIQ ETF TR (MNA) 145,513 +5,466 $4,831
     MNA145,513+5,466$4,831
FIDELITY COVINGTON TR 94,692 +94,692 $4,206
     FNCL94,692+94,692$4,206
MICROSOFT CORP 26,285 -1,637 $4,179
     MSFT26,285-1,637$4,179
MERCK &CO INC 45,532 +3,851 $4,155
     MRK45,532+3,851$4,155
PROSHARES TR (HDG) 85,030 +3,559 $3,968
     HDG85,030+3,559$3,968
ALPHABET INC 2,855 -53 $3,813
     GOOG2,855-53$3,813
VERIZON COMMUNICATIONS INC 58,458 -107 $3,589
     VZ58,458-107$3,589
ALPHABET INC 2,626 -214 $3,515
     GOOGL2,626-214$3,515
ISHARES TR (IVV) 10,765 +1,132 $3,480
     IVV10,765+1,132$3,480
VANGUARD WHITEHALL FDS INC (VYM) 35,407 +14,851 $3,341
     VYM35,407+14,851$3,341
INVESCO QQQ TR 14,879 +14,879 $3,179
     QQQ14,879+14,879$3,179
AVIS BUDGET GROUP INC 97,901 +97,901 $3,156
     CAR97,901+97,901$3,156
FIDELITY COVINGTON TR 188,705 -5,409 $3,021
     FENY188,705-5,409$3,021
SPDR SERIES TRUST (FLRN) 94,505 +69,747 $2,904
     FLRN94,505+69,747$2,904
DBX ETF TR (DBEF) 78,274 +41,711 $2,667
     DBEF78,274+41,711$2,667
FACEBOOK INC 12,725 -1,418 $2,608
     FB12,725-1,418$2,608
ACCENTURE PLC IRELAND 11,369 -326 $2,389
     ACN11,369-326$2,389
FIDELITY COVINGTON TR 70,300 +27,700 $2,282
     FDVV70,300+27,700$2,282
VISA INC 11,874 -335 $2,227
     V11,874-335$2,227
ISHARES TR (IGIB) 38,168 +26,706 $2,213
     IGIB38,168+26,706$2,213
AMAZON COM INC 1,168 +1,168 $2,158
     AMZN1,168+1,168$2,158
BRISTOL MYERS SQUIBB CO 29,989 -4,317 $1,921
     BMY29,989-4,317$1,921
WISDOMTREE TR 45,958 +19,699 $1,762
     DON45,958+19,699$1,762
ADOBE INC 5,326 -315 $1,753
     ADBE5,326-315$1,753
ISHARES TR (HYG) 18,795 -215 $1,692
     HYG18,795-215$1,692
INVESCO EXCHNG TRADED FD TR (XSLV) 32,046 +22,420 $1,644
     XSLV32,046+22,420$1,644
MCKESSON CORP 11,735 -41 $1,624
     MCK11,735-41$1,624
ZOETIS INC 11,636 -749 $1,537
     ZTS11,636-749$1,537
MASTERCARD INC 5,121 -405 $1,526
     MA5,121-405$1,526
VANGUARD MUN BD FD INC (VTEB) 28,000 UNCH $1,499
     VTEB28,000UNCH$1,499
SELECT SECTOR SPDR TR (XLK) 15,787 -822 $1,447
     XLK15,787-822$1,447
INNOVATOR ETFS TR (BNOV) 53,352 +53,352 $1,421
     BNOV53,352+53,352$1,421
TAIWAN SEMICONDUCTOR MFG LTD 24,321 -675 $1,411
     TSM24,321-675$1,411
GENERAL DYNAMICS CORP 7,989 UNCH $1,409
     GD7,989UNCH$1,409
AT&T INC 35,909 -246 $1,403
     T35,909-246$1,403
ASML HOLDING N V 4,690 -351 $1,384
     ASML4,690-351$1,384
SELECT SECTOR SPDR TR (XLF) 44,345 -2,243 $1,365
     XLF44,345-2,243$1,365
BERKSHIRE HATHAWAY INC DEL      $1,352
     BRK.B5,971+5,971$1,352
ISHARES TR (IVE) 10,339 +524 $1,345
     IVE10,339+524$1,345
VANGUARD WORLD FDS (VOX) 14,312 -726 $1,344
     VOX14,312-726$1,344
L3HARRIS TECHNOLOGIES INC 6,734 UNCH $1,332
     LHX6,734UNCH$1,332

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

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

Size ($ in 1000's)
At 12/31/2019: $349,126
At 09/30/2019: $251,051

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
AthenaInvest Advisors LLC
Atlanta Capital
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
JP Morgan
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
Thornburg
W.E. Donoghue & Co. LLC
Wakefield Asset Management LLLP
WCM Investment Management LLC
Redwood Investments 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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