Managers / Q4 2024 · view latest →
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501 · 384 MAIN STREET, CHESTER, NJ, 07930 · 9089557055
Reported Value
$508M
Q4 2024
Positions
457
Filings on Record
27
2019–present window
Filed
Feb 7, 2025
original filing
Summary
Personal Cfo Solutions, Llc reported $508M in U.S.-listed holdings across 457 positions for Q4 2024.
Its largest position, Chubb Limited, represents 10.5% of the portfolio.
Compared with Q3 2024, the fund opened 67 new positions and exited 171.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 65.2% · $331M
- ETP · 14.7% · $74M
- Other · 14.4% · $73M
- ADR · 4.4% · $22M
- REIT · 0.9% · $4M
- Other · 0.5% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $712M | 520 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $630M | 504 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $570M | 495 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $541M | 481 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $493M | 448 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $508M | 457 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $716M | 561 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $651M | 531 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $641M | 541 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $578M | 511 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $506M | 455 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $493M | 467 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $484M | 470 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $472.4B | 458 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $398M | 414 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $426M | 430 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $507M | 472 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $534M | 476 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $488M | 453 | Nov 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $488M | 439 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $463M | 407 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $404M | 373 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $300,000 | 331 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $338M | 313 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $278M | 275 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $349M | 367 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $251M | 307 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 65 additional managers.
- ALLIANCEBERNSTEIN HOLDING L.P.
- ADVISORY RESEARCH INC
- AEW CAPITAL MANAGEMENT L P
- FRED ALGER MANAGEMENT, LLC
- AMI ASSET MANAGEMENT CORP
- Aristotle Capital Management, LLC
- Ark Investment Management LLC
- AthenaInvest, Inc.
- ATLANTA CAPITAL MANAGEMENT CO L L C
- BAHL & GAYNOR INC
- Beaumont Financial Partners, LLC
- BERKSHIRE ASSET MANAGEMENT LLC/PA
- BMO ASSET MANAGEMENT CORP.
- Brookmont Capital Management
- CAMBIAR INVESTORS LLC
- Capital Group Companies, Inc.
- CAUSEWAY CAPITAL MANAGEMENT LLC
- Clark Capital Management Group, Inc.
- Legg Mason Private Portfolio Group, LLC
- COHEN & STEERS, INC.
- COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
- CONGRESS ASSET MANAGEMENT CO
- Copeland Capital Management, LLC
- MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
- DIAMOND HILL CAPITAL MANAGEMENT INC
- Dorsey Wright & Associates
- DSM CAPITAL PARTNERS LLC
- EARNEST PARTNERS LLC
- FIRST TRUST ADVISORS LP
- Granite Investment Partners, LLC
- GW&K Investment Management, LLC
- GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
- HARDING LOEVNER LP
- Henry James International Management Inc.
- Hillman Capital Management, Inc.
- Invesco Advisers, Inc.
- JENNISON ASSOCIATES LLC
- J.P. Morgan Investment Management Inc.
- LAZARD ASSET MANAGEMENT LLC
- Leading Edge Financial Planning LLC
- LOOMIS SAYLES & CO L P
- MILLER HOWARD INVESTMENTS INC /NY
- Mondrian Investment Partners LTD
- MONTRUSCO BOLTON INVESTMENTS INC.
- Neuberger Berman Investment Advisers LLC
- Newfound Research LLC
- PARAMETRIC PORTFOLIO ASSOCIATES LLC
- PARNASSUS INVESTMENTS, LLC
- PEREGRINE CAPITAL MANAGEMENT LLC
- Polaris Wealth Advisory Group, LLC
- POLEN CAPITAL MANAGEMENT LLC
- PRINCIPAL GLOBAL INVESTORS
- PUTNAM FUNDS TRUST
- GOLDMAN SACHS ASSET MANAGEMENT, L.P.
- SCHAFER CULLEN CAPITAL MANAGEMENT INC
- Smead Capital Management, Inc.
- SOUTHERNSUN ASSET MANAGEMENT, LLC
- SpiderRock Advisors, LLC
- Sustainable Growth Advisers, LP
- LONDON CO OF VIRGINIA
- THORNBURG INVESTMENT TRUST
- THOMPSON SIEGEL & WALMSLEY LLC
- Donoghue Forlines LLC
- Wakefield Asset Management LLLP
- WCM INVESTMENT MANAGEMENT, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.