HoldingsChannel.com
All Stocks Held By Personal CFO Solutions LLC
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
TAIWAN SEMICONDUCTOR MFG LTD 24,996 +24,996 $1,162
     TSM24,996+24,996$1,162
ISHARES TR (IVW) 6,400 +6,400 $1,146
     IVW6,400+6,400$1,146
WESTERN DIGITAL CORP 18,769 +18,769 $1,125
     WDC18,769+18,769$1,125
ISHARES TR (SHY) 13,166 +13,166 $1,117
     SHY13,166+13,166$1,117
JOHNSON & JOHNSON 7,542 +7,542 $1,081
     JNJ7,542+7,542$1,081
GILEAD SCIENCES INC 15,351 +15,351 $1,080
     GILD15,351+15,351$1,080
DOLLAR GEN CORP NEW 6,600 +6,600 $1,052
     DG6,600+6,600$1,052
INNOVATOR ETFS TR (POCT) 41,852 +41,852 $1,042
     POCT41,852+41,852$1,042
PROSHARES TR (NOBL) 14,227 +14,227 $1,018
     NOBL14,227+14,227$1,018
VANGUARD INTL EQUITY INDEX F (VWO) 24,817 +24,817 $999
     VWO24,817+24,817$999
INNOVATOR ETFS TR (BOCT) 39,742 +39,742 $988
     BOCT39,742+39,742$988
ISHARES TR (IWD) 7,655 +7,655 $982
     IWD7,655+7,655$982
PAYPAL HLDGS INC 9,404 +9,404 $975
     PYPL9,404+9,404$975
WISDOMTREE TR 26,259 +26,259 $953
     DON26,259+26,259$953
VANGUARD INDEX FDS (VNQ) 9,851 +9,851 $919
     VNQ9,851+9,851$919
ISHARES TR (IJR) 11,756 +11,756 $912
     IJR11,756+11,756$912
OMNICOM GROUP INC 10,309 +10,309 $912
     OMC10,309+10,309$912
O REILLY AUTOMOTIVE INC NEW 2,227 +2,227 $891
     ORLY2,227+2,227$891
VANGUARD INDEX FDS (VV) 6,506 +6,506 $887
     VV6,506+6,506$887
HDFC BANK LTD 15,426 +15,426 $880
     HDB15,426+15,426$880
INVESCO EXCHANGE TRADED FD T (PSJ) 9,361 +9,361 $871
     PSJ9,361+9,361$871
INVESCO EXCHANGE TRADED FD T (PWB) 17,881 +17,881 $864
     PWB17,881+17,881$864
KIMBERLY CLARK CORP 5,959 +5,959 $851
     KMB5,959+5,959$851
JPMORGAN CHASE & CO 7,033 +7,033 $828
     JPM7,033+7,033$828
ORACLE CORP 14,639 +14,639 $809
     ORCL14,639+14,639$809
LAM RESEARCH CORP 3,461 +3,461 $806
     LRCX3,461+3,461$806
SPDR INDEX SHS FDS (FEZ) 20,772 +20,772 $784
     FEZ20,772+20,772$784
ALTRIA GROUP INC 15,994 +15,994 $768
     MO15,994+15,994$768
SPDR SERIES TRUST (FLRN) 24,758 +24,758 $762
     FLRN24,758+24,758$762
PHILLIPS 66 7,389 +7,389 $757
     PSX7,389+7,389$757
GARTNER INC 5,225 +5,225 $749
     IT5,225+5,225$749
ISHARES TR (EFA) 11,382 +11,382 $742
     EFA11,382+11,382$742
ISHARES TR (IWF) 4,646 +4,646 $742
     IWF4,646+4,646$742
RESMED INC 5,302 +5,302 $716
     RMD5,302+5,302$716
KIMCO RLTY CORP 33,370 +33,370 $701
     KIM33,370+33,370$701
WISDOMTREE TR 9,839 +9,839 $699
     CXSE9,839+9,839$699
METTLER TOLEDO INTERNATIONAL 977 +977 $689
     MTD977+977$689
VANGUARD BD INDEX FD INC (BSV) 8,454 +8,454 $683
     BSV8,454+8,454$683
VANGUARD INDEX FDS (VXF) 5,867 +5,867 $682
     VXF5,867+5,867$682
CNA FINL CORP 13,697 +13,697 $675
     CNA13,697+13,697$675
INVESCO EXCHNG TRADED FD TR (SPLV) 11,655 +11,655 $675
     SPLV11,655+11,655$675
TYSON FOODS INC 7,835 +7,835 $675
     TSN7,835+7,835$675
EMERSON ELEC CO 8,809 +8,809 $674
     EMR8,809+8,809$674
VANGUARD INTL EQUITY INDEX F (VGK) 12,543 +12,543 $672
     VGK12,543+12,543$672
STERIS PLC 4,645 +4,645 $671
     STE4,645+4,645$671
ISHARES TR (IGIB) 11,462 +11,462 $664
     IGIB11,462+11,462$664
INVESCO EXCHNG TRADED FD TR (PZA) 25,000 +25,000 $664
     PZA25,000+25,000$664
ARK ETF TR (ARKK) 15,406 +15,406 $661
     ARKK15,406+15,406$661
CELGENE CORP 6,337 +6,337 $629
     CELG6,337+6,337$629
BROADCOM INC 2,264 +2,264 $624
     AVGO2,264+2,264$624
BOOKING HLDGS INC 316 +316 $612
     BKNG316+316$612
ALCON INC 10,331 +10,331 $602
     ALC10,331+10,331$602
PULTE GROUP INC 16,416 +16,416 $602
     PHM16,416+16,416$602
PFIZER INC 13,725 +13,725 $598
     PFE13,725+13,725$598
WESTERN UN CO 25,582 +25,582 $595
     WU25,582+25,582$595
SPDR SERIES TRUST (SMLV) 6,233 +6,233 $593
     SMLV6,233+6,233$593
ISHARES TR (IJH) 3,015 +3,015 $579
     IJH3,015+3,015$579
JOHNSON CTLS INTL PLC 13,036 +13,036 $572
     JCI13,036+13,036$572
RALPH LAUREN CORP 5,938 +5,938 $567
     RL5,938+5,938$567
INCYTE CORP 7,500 +7,500 $557
     INCY7,500+7,500$557
PROSHARES TR (REGL) 9,510 +9,510 $552
     REGL9,510+9,510$552
WISDOMTREE TR 19,586 +19,586 $544
     DYLS19,586+19,586$544
ICON PLC 3,691 +3,691 $544
     ICLR3,691+3,691$544
NORFOLK SOUTHERN CORP 2,988 +2,988 $537
     NSC2,988+2,988$537
SOUTHERN CO 8,648 +8,648 $534
     SO8,648+8,648$534
HANESBRANDS INC 28,589 +28,589 $527
     HBI28,589+28,589$527
IDACORP INC 4,627 +4,627 $521
     IDA4,627+4,627$521
SEAGATE TECHNOLOGY PLC 9,681 +9,681 $521
     STX9,681+9,681$521
XEROX HOLDINGS CORP 17,191 +17,191 $519
     XRX17,191+17,191$519
SOUTHWEST AIRLS CO 9,599 +9,599 $518
     LUV9,599+9,599$518
PACKAGING CORP AMER 4,748 +4,748 $504
     PKG4,748+4,748$504
ETF MANAGERS TR (HACK) 13,457 +13,457 $503
     HACK13,457+13,457$503
MSCI INC 2,279 +2,279 $498
     MSCI2,279+2,279$498
CARDINAL HEALTH INC 10,440 +10,440 $497
     CAH10,440+10,440$497
KELLOGG CO 7,887 +7,887 $497
     K7,887+7,887$497
VALERO ENERGY CORP NEW 4,827 +4,827 $495
     VLO4,827+4,827$495
CYPRESS SEMICONDUCTOR CORP 21,132 +21,132 $493
     CY21,132+21,132$493
EATON CORP PLC 5,918 +5,918 $492
     ETN5,918+5,918$492
CONSOLIDATED EDISON INC 4,192 +4,192 $491
     ED4,192+4,192$491
MACYS INC 31,128 +31,128 $491
     M31,128+31,128$491
CBS CORP NEW 12,007 +12,007 $485
     CBS12,007+12,007$485
DUKE ENERGY CORP NEW 5,030 +5,030 $482
     DUK5,030+5,030$482
CHEMOURS CO 31,493 +31,493 $480
     CC31,493+31,493$480
REGENERON PHARMACEUTICALS 1,730 +1,730 $480
     REGN1,730+1,730$480
CUMMINS INC 2,359 +2,359 $472
     CMI2,359+2,359$472
WESTROCK CO 12,918 +12,918 $471
     WRK12,918+12,918$471
INVESCO EXCHNG TRADED FD TR (XSLV) 9,626 +9,626 $471
     XSLV9,626+9,626$471
PRINCIPAL FINL GROUP INC 6,564 +6,564 $469
     PFG6,564+6,564$469
ISHARES TR (IWM) 3,083 +3,083 $467
     IWM3,083+3,083$467
LEGGETT & PLATT INC 9,144 +9,144 $465
     LEG9,144+9,144$465
KRANESHARES TR (KWEB) 11,219 +11,219 $464
     KWEB11,219+11,219$464
ISHARES TR (IGV) 2,176 +2,176 $459
     IGV2,176+2,176$459
ISHARES TR (HSCZ) 15,545 +15,545 $453
     HSCZ15,545+15,545$453
VIACOM INC NEW 14,198 +14,198 $452
     VIAB14,198+14,198$452
OSI ETF TR (OUSA) 12,953 +12,953 $450
     OUSA12,953+12,953$450
NRG ENERGY INC 11,344 +11,344 $449
     NRG11,344+11,344$449
WATSCO INC 2,061 +2,061 $444
     WSO2,061+2,061$444
SMUCKER J M CO 3,117 +3,117 $440
     SJM3,117+3,117$440
EXELON CORP 6,892 +6,892 $436
     EXC6,892+6,892$436
EASTMAN CHEMICAL CO 4,679 +4,679 $431
     EMN4,679+4,679$431
GOLDMAN SACHS GROUP INC 2,055 +2,055 $426
     GS2,055+2,055$426
UGI CORP NEW 6,517 +6,517 $426
     UGI6,517+6,517$426
FLOWERS FOODS INC 13,788 +13,788 $425
     FLO13,788+13,788$425
FOOT LOCKER INC 9,771 +9,771 $424
     FL9,771+9,771$424
HUNTSMAN CORP 14,700 +14,700 $423
     HUN14,700+14,700$423
CVR ENERGY INC 7,569 +7,569 $420
     CVI7,569+7,569$420
INTERPUBLIC GROUP COS INC 15,126 +15,126 $420
     IPG15,126+15,126$420
INVESCO LTD 19,402 +19,402 $420
     IVZ19,402+19,402$420
MAXIM INTEGRATED PRODS INC 5,631 +5,631 $420
     MXIM5,631+5,631$420
FNB CORP PA 28,469 +28,469 $419
     FNB28,469+28,469$419
DBX ETF TR (HYLB) 8,319 +8,319 $419
     HYLB8,319+8,319$419
ISHARES INC (EZU) 10,805 +10,805 $418
     EZU10,805+10,805$418
LAS VEGAS SANDS CORP 5,482 +5,482 $418
     LVS5,482+5,482$418
OLIN CORP 17,758 +17,758 $418
     OLN17,758+17,758$418
HARLEY DAVIDSON INC 11,500 +11,500 $416
     HOG11,500+11,500$416
PACWEST BANCORP DEL 8,798 +8,798 $414
     PACW8,798+8,798$414
INTERNATIONAL GAME TECHNOLOG 23,306 +23,306 $413
     IGT23,306+23,306$413
UMPQUA HLDGS CORP 19,318 +19,318 $413
     UMPQ19,318+19,318$413
SINCLAIR BROADCAST GROUP INC 7,057 +7,057 $412
     SBGI7,057+7,057$412
ISHARES INC (IEMG) 8,390 +8,390 $410
     IEMG8,390+8,390$410
ISHARES TR (JKE) 2,124 +2,124 $407
     JKE2,124+2,124$407
HP INC 21,409 +21,409 $405
     HPQ21,409+21,409$405
VANGUARD INDEX FDS (VB) 2,530 +2,530 $389
     VB2,530+2,530$389
INTL PAPER CO 9,237 +9,237 $386
     IP9,237+9,237$386
ALPS ETF TR (SDOG) 8,773 +8,773 $385
     SDOG8,773+8,773$385
SPDR SERIES TRUST (SJNK) 14,182 +14,182 $385
     SJNK14,182+14,182$385
NETFLIX INC 1,455 +1,455 $384
     NFLX1,455+1,455$384
HOLLYFRONTIER CORP 7,133 +7,133 $383
     HFC7,133+7,133$383
SPDR SERIES TRUST (MDYG) 6,880 +6,880 $370
     MDYG6,880+6,880$370
ISHARES SILVER TRUST (SLV) 23,000 +23,000 $366
     SLV23,000+23,000$366
WELLTOWER INC 4,043 +4,043 $366
     WELL4,043+4,043$366
KOHLS CORP 7,305 +7,305 $363
     KSS7,305+7,305$363
WISDOMTREE TR 13,052 +13,052 $357
     DES13,052+13,052$357
HESS CORP 5,796 +5,796 $351
     HES5,796+5,796$351
ONEOK INC NEW 4,561 +4,561 $336
     OKE4,561+4,561$336
SAP SE 2,826 +2,826 $333
     SAP2,826+2,826$333
ISHARES INC (EWJ) 5,777 +5,777 $326
     EWJ5,777+5,777$326
ISHARES INC (EPP) 7,159 +7,159 $318
     EPP7,159+7,159$318
WALGREENS BOOTS ALLIANCE INC 5,751 +5,751 $318
     WBA5,751+5,751$318
ENTERPRISE PRODS PARTNERS L 11,000 +11,000 $314
     EPD11,000+11,000$314
PUBLIC SVC ENTERPRISE GRP IN 4,992 +4,992 $310
     PEG4,992+4,992$310
INGERSOLL RAND PLC 2,507 +2,507 $309
     IR2,507+2,507$309
ISHARES TR (IWR) 5,484 +5,484 $307
     IWR5,484+5,484$307
ARCH CAP GROUP LTD 7,300 +7,300 $306
     ACGL7,300+7,300$306
VANGUARD TAX MANAGED INTL FD (VEA) 7,426 +7,426 $305
     VEA7,426+7,426$305
ISHARES TR (IEFA) 4,982 +4,982 $304
     IEFA4,982+4,982$304
CROWN CASTLE INTL CORP NEW 2,177 +2,177 $303
     CCI2,177+2,177$303
WISDOMTREE TR 6,037 +6,037 $303
     DXJ6,037+6,037$303
PROGRESSIVE CORP OHIO 3,928 +3,928 $303
     PGR3,928+3,928$303
KEYSIGHT TECHNOLOGIES INC 3,152 +3,152 $302
     KEYS3,152+3,152$302
VANGUARD INDEX FDS (VOO) 1,099 +1,099 $300
     VOO1,099+1,099$300
VENTAS INC 4,092 +4,092 $299
     VTR4,092+4,092$299
VANGUARD INDEX FDS (VO) 1,758 +1,758 $295
     VO1,758+1,758$295
XYLEM INC 3,706 +3,706 $295
     XYL3,706+3,706$295
LAUDER ESTEE COS INC 1,477 +1,477 $294
     EL1,477+1,477$294
GENERAL MLS INC 5,327 +5,327 $294
     GIS5,327+5,327$294
INVESCO EXCHANGE TRADED FD T (PEY) 15,983 +15,983 $293
     PEY15,983+15,983$293
TECHNIPFMC PLC 12,041 +12,041 $291
     FTI12,041+12,041$291
UNITED TECHNOLOGIES CORP 2,129 +2,129 $291
     UTX2,129+2,129$291
ISHARES TR (ACWX) 6,152 +6,152 $283
     ACWX6,152+6,152$283
INVESCO EXCHNG TRADED FD TR (SPHD) 6,512 +6,512 $278
     SPHD6,512+6,512$278
PIMCO ETF TR (HYS) 2,781 +2,781 $277
     HYS2,781+2,781$277
ISHARES TR (OEF) 2,123 +2,123 $277
     OEF2,123+2,123$277
INVESCO EXCHNG TRADED FD TR (BKLN) 12,219 +12,219 $276
     BKLN12,219+12,219$276
NICE LTD 1,916 +1,916 $276
     NICE1,916+1,916$276
MERCADOLIBRE INC 494 +494 $272
     MELI494+494$272
GOODYEAR TIRE & RUBR CO 18,657 +18,657 $269
     GT18,657+18,657$269
NOVARTIS A G 3,066 +3,066 $266
     NVS3,066+3,066$266
ISHARES TR (EWU) 8,427 +8,427 $265
     EWU8,427+8,427$265
GLOBAL X FDS 10,595 +10,595 $263
     MILN10,595+10,595$263
WISDOMTREE TR 9,494 +9,494 $263
     XSOE9,494+9,494$263
ALLY FINL INC 7,878 +7,878 $261
     ALLY7,878+7,878$261
CARMAX INC 2,969 +2,969 $261
     KMX2,969+2,969$261
D R HORTON INC 4,913 +4,913 $259
     DHI4,913+4,913$259
HILTON WORLDWIDE HLDGS INC 2,763 +2,763 $257
     HLT2,763+2,763$257
ENVIVA PARTNERS LP 8,000 +8,000 $256
     EVA8,000+8,000$256
PROCTER & GAMBLE CO 2,055 +2,055 $256
     PG2,055+2,055$256
INTEL CORP 4,873 +4,873 $251
     INTC4,873+4,873$251
VANGUARD ADMIRAL FDS INC (IVOG) 1,800 +1,800 $251
     IVOG1,800+1,800$251
PRICE T ROWE GROUP INC 2,194 +2,194 $251
     TROW2,194+2,194$251
ALLEGION PUB LTD CO 2,397 +2,397 $249
     ALLE2,397+2,397$249
AKAMAI TECHNOLOGIES INC 2,686 +2,686 $245
     AKAM2,686+2,686$245
CHIPOTLE MEXICAN GRILL INC 292 +292 $245
     CMG292+292$245
GALAPAGOS NV 1,603 +1,603 $245
     GLPG1,603+1,603$245
PHILIP MORRIS INTL INC 3,228 +3,228 $245
     PM3,228+3,228$245
CISCO SYS INC 4,894 +4,894 $243
     CSCO4,894+4,894$243
DELTA AIR LINES INC DEL 4,222 +4,222 $243
     DAL4,222+4,222$243
DIAGEO P L C 1,485 +1,485 $243
     DEO1,485+1,485$243
HOME DEPOT INC 1,046 +1,046 $243
     HD1,046+1,046$243
ILLUMINA INC 800 +800 $243
     ILMN800+800$243
REALTY INCOME CORP 3,164 +3,164 $243
     O3,164+3,164$243
HONEYWELL INTL INC 1,411 +1,411 $239
     HON1,411+1,411$239
INFOSYS LTD 20,990 +20,990 $239
     INFY20,990+20,990$239
FISERV INC 2,292 +2,292 $238
     FISV2,292+2,292$238
3M CO 1,450 +1,450 $238
     MMM1,450+1,450$238
WNS HOLDINGS LTD 4,051 +4,051 $238
     WNS4,051+4,051$238
GLOBAL X FDS 11,833 +11,833 $237
     BOTZ11,833+11,833$237
DXC TECHNOLOGY CO 7,937 +7,937 $235
     DXC7,937+7,937$235
MOTOROLA SOLUTIONS INC 1,377 +1,377 $235
     MSI1,377+1,377$235
ARCONIC INC 9,004 +9,004 $234
     ARNC9,004+9,004$234
LOCKHEED MARTIN CORP 598 +598 $233
     LMT598+598$233
POOL CORPORATION 1,151 +1,151 $232
     POOL1,151+1,151$232
SMITH & NEPHEW PLC 4,787 +4,787 $230
     SNN4,787+4,787$230
WELLS FARGO CO NEW 4,563 +4,563 $230
     WFC4,563+4,563$230
FIDELITY COVINGTON TR 3,642 +3,642 $220
     FTEC3,642+3,642$220
COCA COLA CO 3,971 +3,971 $216
     KO3,971+3,971$216
TEXAS INSTRS INC 1,646 +1,646 $216
     TXN1,646+1,646$216
CHECK POINT SOFTWARE TECH LT 1,964 +1,964 $215
     CHKP1,964+1,964$215
VANGUARD INDEX FDS (VBK) 1,168 +1,168 $213
     VBK1,168+1,168$213
AES CORP 12,969 +12,969 $212
     AES12,969+12,969$212
EQUINIX INC 364 +364 $210
     EQIX364+364$210
ABBVIE INC 2,766 +2,766 $209
     ABBV2,766+2,766$209
ALIBABA GROUP HLDG LTD 1,233 +1,233 $206
     BABA1,233+1,233$206
CHEMED CORP NEW 483 +483 $201
     CHE483+483$201
UNITEDHEALTH GROUP INC 928 +928 $201
     UNH928+928$201
DANAHER CORPORATION 1,390 +1,390 $200
     DHR1,390+1,390$200
SPDR SERIES TRUST (XAR) 1,876 +1,876 $200
     XAR1,876+1,876$200
COSAN LTD 11,955 +11,955 $178
     CZZ11,955+11,955$178
GOL LINHAS AEREAS INTLG S A 10,940 +10,940 $169
     GOL10,940+10,940$169
GOLD FIELDS LTD NEW 33,613 +33,613 $165
     GFI33,613+33,613$165
CENTRAIS ELETRICAS BRASILEIR 15,304 +15,304 $147
     EBR15,304+15,304$147
BRF SA 15,051 +15,051 $138
     BRFS15,051+15,051$138
COMPANHIA ENERGETICA DE MINA 39,895 +39,895 $135
     CIG39,895+39,895$135
ENERGY TRANSFER LP 15,616 +15,616 $131
     ET15,616+15,616$131
AURORA CANNABIS INC 28,613 +28,613 $121
     ACB28,613+28,613$121
COMPANHIA SIDERURGICA NACION 35,931 +35,931 $114
     SID35,931+35,931$114
LLOYDS BANKING GROUP PLC 40,443 +40,443 $107
     LYG40,443+40,443$107
GENERAL ELECTRIC CO 11,176 +11,176 $100
     GE11,176+11,176$100
BANCO BILBAO VIZCAYA ARGENTA 14,863 +14,863 $77
     BBVA14,863+14,863$77
AMBEV SA 15,780 +15,780 $73
     ABEV15,780+15,780$73
BANCO SANTANDER SA 15,133 +15,133 $61
     SAN15,133+15,133$61
EDAP TMS S A 11,500 +11,500 $52
     EDAP11,500+11,500$52
ENCANA CORP 10,075 +10,075 $46
     ECA10,075+10,075$46
NABRIVA THERAPEUTICS PLC 16,000 +16,000 $37
     NBRV16,000+16,000$37
UNITED MICROELECTRONICS CORP 14,130 +14,130 $30
     UMC14,130+14,130$30
NIO INC 10,000 +10,000 $16
     NIO10,000+10,000$16
VERASTEM INC 10,000 +10,000 $12
     VSTM10,000+10,000$12

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

EntityShares/Amount
Change
Position Value
Change
CB +159,908+$25,698
SPY +53,297+$15,734
FHLC +126,201+$5,473
FIDU +137,241+$5,470
MNA +140,047+$4,489
BAUG +159,835+$4,015
FSTA +108,245+$3,956
MSFT +27,922+$3,891
HDG +81,471+$3,692
GOOG +2,908+$3,550
EntityShares/Amount
Change
Position Value
Change
UNCH$UNCH
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

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