PERSONAL CFO SOLUTIONS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC PERSONAL CFO SOLUTIONS, LLC | Institutional Filer | ▲ 13.03% | $711.9M | 520 |
Current Portfolio Holdings
Showing all 520 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Financial Services | 192K | $62.8M | 8.82% |
| 2 | AAPL | Apple Inc. | Technology | 138K | $34.9M | 4.91% |
| 3 | PJAN | INNOVATOR ETFS TRUST | — | 594K | $27.4M | 3.85% |
| 4 | BALT | INNOVATOR ETFS TRUST | — | 550K | $18.4M | 2.59% |
| 5 | GOOGL | Alphabet Inc. | Technology | 57K | $16.4M | 2.31% |
| 6 | IFEB | INNOVATOR ETFS TRUST | — | 541K | $16.1M | 2.26% |
| 7 | NVDA | NVIDIA Corporation | Technology | 89K | $15.5M | 2.18% |
| 8 | SHV | ISHARES TR | — | 128K | $14.2M | 1.99% |
| 9 | MSFT | Microsoft Corporation | Technology | 35K | $12.8M | 1.80% |
| 10 | BJAN | INNOVATOR ETFS TRUST | — | 234K | $12.5M | 1.76% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 59K | $12.2M | 1.72% |
| 12 | TMB | THORNBURG ETF TR | — | 445K | $11.3M | 1.59% |
| 13 | ITT | ITT Inc. | Industrials | 59K | $11.3M | 1.59% |
| 14 | GOOG | Alphabet Inc. | Technology | 38K | $10.8M | 1.51% |
| 15 | KFEB | INNOVATOR ETFS TRUST | — | 302K | $8.5M | 1.19% |
Showing 1 to 15 of 520 holdings