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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

PERSONAL CFO SOLUTIONS, LLC INSTITUTION : PERSONAL CFO SOLUTIONS, LLC
PERSONAL CFO SOLUTIONS, LLC Portfolio (reported on 2020-04-30)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
INNOVATOR ETFS TR    (S&P 500 POWER) 16,739,000 667,974 6.01%
CHUBB LIMITED    (COM) CB 16,339,000 146,291 5.86%
ITT INC    (COM) 14,811,000 326,511 5.31%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 14,228,000 55,202 5.10%
BOEING CO    (COM) BA 9,231,000 61,898 3.31%
ISHARES TR    (1 3 YR TREAS BD) SHY 6,347,000 73,229 2.27%
APPLE INC    (COM) AAPL 4,781,000 18,802 1.71%
MICROSOFT CORP    (COM) MSFT 4,764,000 30,207 1.71%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 4,273,000 141,759 1.53%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 3,697,000 59,299 1.32%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,634,000 67,642 1.30%
PROSHARES TR    (HD REPLICATION) HDG 3,526,000 82,899 1.26%
ISHARES TR    (INTRM TR CRP ETF) CIU 3,511,000 63,929 1.26%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 3,463,000 80,571 1.24%
ALPHABET INC    (CAP STK CL C) GOOG 3,354,000 2,884 1.20%
MERCK & CO. INC    (COM) MRK 3,324,000 43,201 1.19%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 3,178,000 61,428 1.14%
ADAPTIVE BIOTECHNOLOGIES COR    (COM) 3,137,000 112,916 1.12%
ALPHABET INC    (CAP STK CL A) GOOGL 3,093,000 2,662 1.11%
ISHARES TR    (CORE S&P500 ETF) IVV 2,953,000 11,427 1.06%
INNOVATOR ETFS TR    (MSCI EAFE PWR) 2,818,000 132,664 1.01%
SPDR SER TR    (PORTFOLIO SH TSR) SST 2,815,000 91,627 1.01%
INNOVATOR ETFS TR    (RUSSELL 2000 P) 2,648,000 122,471 0.95%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 2,643,000 42,153 0.94%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 2,633,000 37,220 0.94%
AMAZON COM INC    (COM) AMZN 2,542,000 1,304 0.91%
FIDELITY COVINGTON TR    (MSCI FINLS IDX) FNCL 2,394,000 81,471 0.85%
FACEBOOK INC    (CL A) FB 2,300,000 13,791 0.82%
ISHARES TR    (RUS 1000 VAL ETF) IWD 2,067,000 20,843 0.74%
INNOVATOR ETFS TR    (NASDAQ 100 PWR) 2,058,000 62,401 0.73%
SPDR GOLD TRUST    (GOLD SHS) GLD 2,039,000 13,775 0.73%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 1,976,000 73,720 0.70%
INNOVATOR ETFS TR    (S&P 500 BUFFER) 1,901,000 90,975 0.68%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,834,000 11,232 0.65%
INVESCO QQQ TR    (UNIT SER 1) 1,781,000 9,353 0.63%
ADOBE INC    (COM) ADBE 1,715,000 5,389 0.61%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 1,656,000 79,618 0.59%
VISA INC    (COM CL A) V 1,593,000 9,886 0.57%
ABBOTT LABS    (COM) ABT 1,586,000 20,096 0.56%
MCKESSON CORP    (COM) MCK 1,571,000 11,612 0.56%
SPDR SER TR    (BLOOMBERG BRCLYS) 1,563,000 16,501 0.56%
AT&T INC    (COM) T 1,482,000 50,854 0.53%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 1,481,000 28,000 0.53%
FIDELITY COVINGTON TR    (HIGH DIVID ETF) 1,473,000 64,300 0.52%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,382,000 8,371 0.49%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,324,000 7,242 0.47%
L3HARRIS TECHNOLOGIES INC    (COM) 1,313,000 7,291 0.47%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,255,000 16,283 0.45%
MASTERCARD INC    (CL A) MA 1,238,000 5,126 0.44%
GENERAL DYNAMICS CORP    (COM) GD 1,235,000 9,333 0.44%
ISHARES TR    (COHEN STEER REIT) ICF 1,193,000 13,028 0.42%
ISHARES TR    (EAFE GRWTH ETF) EFG 1,166,000 16,393 0.41%
ZOETIS INC    (CL A) ZTS 1,122,000 9,533 0.40%
INVESCO EXCHANGE-TRADED FD T    (S&P SMLCP LOW) 1,119,000 33,761 0.40%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 1,096,000 37,285 0.39%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 1,091,000 4,169 0.39%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,077,000 22,531 0.38%
ISHARES TR    (RUS 1000 ETF) IWB 1,075,000 7,598 0.38%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,037,000 10,772 0.37%
JOHNSON & JOHNSON    (COM) JNJ 1,012,000 7,718 0.36%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,001,000 17,961 0.35%
GILEAD SCIENCES INC    (COM) GILD 999,000 13,369 0.35%
INNOVATOR ETFS TR    (S&P 500 PWR BUFR) 978,000 40,670 0.35%
SALESFORCE COM INC    (COM) CRM 961,000 6,672 0.34%
PAYPAL HLDGS INC    (COM) PYPL 954,000 9,963 0.34%
CANADIAN PAC RY LTD    (COM) CP 949,000 4,321 0.34%
SOUTHERN CO    (COM) SO 941,000 17,373 0.33%
WISDOMTREE TR    (US MIDCAP DIVID) DON 937,000 38,765 0.33%
ISHARES TR    (BROAD USD HIGH) 918,000 25,873 0.32%
NIKE INC    (CL B) NKE 902,000 10,901 0.32%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 901,000 8,125 0.32%
ISHARES TR    (MSCI EAFE ETF) EFA 891,000 16,666 0.31%
DBX ETF TR    (XTRACK USD HIGH) 856,000 19,420 0.30%
EXXON MOBIL CORP    (COM) XOM 854,000 22,494 0.30%
SERVICENOW INC    (COM) NOW 840,000 2,931 0.30%
ADVISORSHARES TR    (ADVISORSHS ETF) AADR 835,000 20,711 0.29%
REGENERON PHARMACEUTICALS    (COM) REGN 833,000 1,705 0.29%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 824,000 11,794 0.29%
INNOVATOR ETFS TR    (S&P 500 BUFFER) 821,000 34,809 0.29%
RESMED INC    (COM) RMD 820,000 5,569 0.29%
DAVITA INC    (COM) DVA 770,000 10,130 0.27%
ISHARES TR    (CORE S&P MCP ETF) IJH 760,000 5,285 0.27%
ACADIA PHARMACEUTICALS INC    (COM) ACAD 748,000 17,700 0.26%
DOLLAR GEN CORP NEW    (COM) DG 739,000 4,891 0.26%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 731,000 5,348 0.26%
PROSHARES TR    (S&P MDCP 400 DIV) 720,000 16,000 0.25%
SHOPIFY INC    (CL A) 713,000 1,711 0.25%
ISHARES TR    (RUS 2000 GRW ETF) IWO 713,000 4,509 0.25%
SMITH & NEPHEW GROUP PLC    (SPDN ADR NEW) SNN 709,000 19,771 0.25%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 706,000 5,961 0.25%
MERCADOLIBRE INC    (COM) MELI 699,000 1,432 0.25%
BIOGEN INC    (COM) BIIB 694,000 2,192 0.24%
CISCO SYS INC    (COM) CSCO 687,000 17,472 0.24%
CARDINAL HEALTH INC    (COM) CAH 676,000 14,105 0.24%
INNOVATOR ETFS TR    (MSCI EMGR MKT) 674,000 29,515 0.24%
AUTODESK INC    (COM) ADSK 664,000 4,255 0.23%
ISHARES TR    (CORE S&P SCP ETF) IJR 656,000 11,698 0.23%
DUKE ENERGY CORP NEW    (COM NEW) DUK 637,000 7,873 0.22%
JPMORGAN CHASE & CO    (COM) JPM 630,000 7,001 0.22%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 617,000 894 0.22%
INNOVATOR ETFS TR    (S&P 500 POWER) 609,000 26,002 0.21%
CHEVRON CORP NEW    (COM) CVX 609,000 8,409 0.21%
PROCTER & GAMBLE CO    (COM) PG 589,000 5,355 0.21%
HDFC BANK LTD    (SPONSORED ADS) HDB 575,000 14,940 0.20%
MSCI INC    (COM) MXB 566,000 1,958 0.20%
SPDR INDEX SHS FDS    (EURO STOXX 50) FEZ 563,000 19,087 0.20%
LULULEMON ATHLETICA INC    (COM) LULU 555,000 2,927 0.19%
COMCAST CORP NEW    (CL A) CMCSA 552,000 16,069 0.19%
ISHARES TR    (RUS 1000 GRW ETF) IWF 547,000 3,629 0.19%
STARBUCKS CORP    (COM) SBUX 546,000 8,308 0.19%
AMPLIFY ETF TR    (ONLIN RETL ETF) 542,000 13,049 0.19%
VIACOMCBS INC    (CL B) 520,000 37,089 0.18%
AMERISOURCEBERGEN CORP    (COM) ABC 517,000 5,845 0.18%
ISHARES TR    (MSCI EAFE SMCP) 512,000 22,387 0.18%
OMNICOM GROUP INC    (COM) OMC 508,000 9,247 0.18%
INNOVATOR ETFS TR    (S&P 500 PWR BU) 507,000 22,012 0.18%
INTEL CORP    (COM) INTC 502,000 9,269 0.18%
INNOVATOR ETFS TR    (S&P 500 BUFFER) 500,000 20,255 0.17%
ICON PLC    (SHS) ICLR 500,000 3,677 0.17%
NORFOLK SOUTHERN CORP    (COM) NSC 497,000 3,403 0.17%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 488,000 5,933 0.17%
FERRARI N V    (COM) RACE 479,000 3,142 0.17%
GARTNER INC    (COM) IT 478,000 4,804 0.17%
EBAY INC    (COM) EBAY 466,000 15,494 0.16%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 465,000 10,357 0.16%
HP INC    (COM) HPQ 463,000 26,698 0.16%
ALCON INC    (ORD SHS) 463,000 9,108 0.16%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 459,000 19,480 0.16%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 458,000 10,573 0.16%
ISHARES TR    (EXPANDED TECH) IGV 458,000 2,180 0.16%
ALIGN TECHNOLOGY INC    (COM) ALGN 457,000 2,629 0.16%
ISHARES TR    (RUS MDCP VAL ETF) IWS 455,000 7,103 0.16%
CNA FINL CORP    (COM) CNA 450,000 14,497 0.16%
NETFLIX INC    (COM) NFLX 449,000 1,196 0.16%
ABBVIE INC    (COM) ABBV 442,000 5,801 0.15%
PIMCO ETF TR    (0-5 HIGH YIELD) HYS 426,000 4,965 0.15%
PFIZER INC    (COM) PFE 420,000 12,868 0.15%
INNOVATOR ETFS TR    (S&P 500 PWR BU) 419,000 17,353 0.15%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 408,000 12,173 0.14%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 402,000 2,164 0.14%
ISHARES TR    (RUSSELL 2000 ETF) IWM 398,000 3,479 0.14%
ARK ETF TR    (INNOVATION ETF) ARKK 386,000 8,764 0.13%
HESS CORP    (COM) HES 377,000 11,312 0.13%
OSI ETF TR    (OSHARS FTSE US) 376,000 12,953 0.13%
HOME DEPOT INC    (COM) HD 368,000 1,971 0.13%
WELLS FARGO CO NEW    (COM) WFC 364,000 12,691 0.13%
LINDE PLC    (SHS) 358,000 2,071 0.12%
ISHARES INC    (CORE MSCI EMKT) IEMG 357,000 8,823 0.12%
GALAPAGOS NV    (SPON ADR) 354,000 1,808 0.12%
ISHARES INC    (MSCI EURZONE ETF) EZU 354,000 11,654 0.12%
SPDR SER TR    (SSGA US SMAL ETF) SMLV 350,000 5,300 0.12%
NOVARTIS A G    (SPONSORED ADR) NVS 346,000 4,200 0.12%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 343,000 1,449 0.12%
ARDELYX INC    (COM) ARDX 341,000 60,000 0.12%
CUMMINS INC    (COM) CMI 340,000 2,511 0.12%
ISHARES TR    (CORE MSCI EAFE) IEFA 338,000 6,776 0.12%
GOLDMAN SACHS GROUP INC    (COM) GS 334,000 2,159 0.11%
UNITEDHEALTH GROUP INC    (COM) UNH 330,000 1,325 0.11%
NRG ENERGY INC    (COM NEW) NRG 329,000 12,068 0.11%
AMGEN INC    (COM) AMGN 328,000 1,616 0.11%
ILLUMINA INC    (COM) ILMN 320,000 1,172 0.11%
NVIDIA CORP    (COM) NVDA 319,000 1,208 0.11%
RALPH LAUREN CORP    (CL A) RL 319,000 4,773 0.11%
INVESCO EXCHANGE TRADED FD T    (DYNMC SOFTWARE) 318,000 3,705 0.11%
ALLSTATE CORP    (COM) ALL 316,000 3,446 0.11%
INTL PAPER CO    (COM) IP 311,000 9,990 0.11%
SAP SE    (SPON ADR) SAP 310,000 2,802 0.11%
NORTHROP GRUMMAN CORP    (COM) NOC 306,000 1,011 0.10%
KINIKSA PHARMACEUTICALS LTD    (COM CL A) 305,000 19,700 0.10%
KIMBERLY CLARK CORP    (COM) KMB 304,000 2,376 0.10%
MEDTRONIC PLC    (SHS) MDT 303,000 3,355 0.10%
XYLEM INC    (COM) XYL 302,000 4,632 0.10%
ISHARES SILVER TRUST    (ISHARES) SLV 300,000 23,000 0.10%
UNITED RENTALS INC    (COM) URI 300,000 2,919 0.10%
HOST HOTELS & RESORTS INC    (COM) HST 294,000 26,591 0.10%
CROWN CASTLE INTL CORP NEW    (COM) CCI 289,000 2,003 0.10%
COCA COLA CO    (COM) KO 289,000 6,523 0.10%
BP PLC    (SPONSORED ADR) BP 289,000 11,867 0.10%
CHEMED CORP NEW    (COM) CHE 288,000 665 0.10%
HONEYWELL INTL INC    (COM) HON 284,000 2,126 0.10%
APPLIED MATLS INC    (COM) AMAT 280,000 6,112 0.10%
NICE LTD    (SPONSORED ADR) NICE 279,000 1,945 0.10%
EQUINIX INC    (COM) EQIX 273,000 438 0.09%
FIDELITY    (TOTAL BD ETF) FBND 266,000 5,132 0.09%
BK OF AMERICA CORP    (COM) BAC 266,000 12,509 0.09%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 266,000 14,752 0.09%
POOL CORPORATION    (COM) POOL 265,000 1,349 0.09%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 265,000 608 0.09%
3M CO    (COM) MMM 264,000 1,931 0.09%
EASTMAN CHEM CO    (COM) EMN 264,000 5,662 0.09%
BLOCK H & R INC    (COM) HRB 262,000 18,637 0.09%
SOUTHWEST AIRLS CO    (COM) LUV 260,000 7,295 0.09%
MCDONALDS CORP    (COM) MCD 255,000 1,545 0.09%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 254,000 2,204 0.09%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 254,000 1,306 0.09%
PULTE GROUP INC    (COM) PHM 252,000 11,292 0.09%
ISHARES TR    (S&P 100 ETF) OEF 250,000 2,107 0.08%
DELTA AIR LINES INC DEL    (COM NEW) DAL 246,000 8,630 0.08%
LKQ CORP    (COM) LKQX 246,000 11,996 0.08%
FORD MTR CO DEL    (COM) F 245,000 50,672 0.08%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 278,438,000 SEC FILING
* Portfolios do not reflect changes after reporting
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