PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CB | 193K | $60.25M |
 | AAPL | 141K | $38.26M |
 | NVDA | 89K | $16.53M |
 | T | 88K | $2.19M |
 | ET | 80K | $1.32M |
 | PFE | 68K | $1.70M |
 | VZ | 68K | $2.76M |
 | AMZN | 65K | $14.97M |
 | BCRX | 62K | $486.72K |
 | ITT | 59K | $10.30M |
 | GOOGL | 58K | $18.28M |
 | MUFG | 52K | $820.75K |
 | MO | 47K | $2.73M |
 | CMCSA | 47K | $1.41M |
 | NU | 47K | $787.40K |
 | CAG | 39K | $682.92K |
 | GOOG | 39K | $12.15M |
 | SONY | 38K | $984.95K |
 | BAC | 37K | $2.03M |
 | MSFT | 36K | $17.24M |
Chubb Limited
CB
Shares Held
193K
Value
$60.25M
Apple Inc.
AAPL
Shares Held
141K
Value
$38.26M
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$16.53M
AT&T Inc.
T
Shares Held
88K
Value
$2.19M
Energy Transfer LP
ET
Shares Held
80K
Value
$1.32M
Pfizer Inc.
PFE
Shares Held
68K
Value
$1.70M
Verizon Communications Inc.
VZ
Shares Held
68K
Value
$2.76M
Amazon.com, Inc.
AMZN
Shares Held
65K
Value
$14.97M
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
62K
Value
$486.72K
ITT Inc.
ITT
Shares Held
59K
Value
$10.30M
Alphabet Inc.
GOOGL
Shares Held
58K
Value
$18.28M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
52K
Value
$820.75K
Altria Group, Inc.
MO
Shares Held
47K
Value
$2.73M
Comcast Corporation
CMCSA
Shares Held
47K
Value
$1.41M
Nu Holdings Ltd.
NU
Shares Held
47K
Value
$787.40K
Conagra Brands, Inc.
CAG
Shares Held
39K
Value
$682.92K
Alphabet Inc.
GOOG
Shares Held
39K
Value
$12.15M
Sony Group Corporation
SONY
Shares Held
38K
Value
$984.95K
Bank of America Corporation
BAC
Shares Held
37K
Value
$2.03M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$17.24M