PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CB | 193K | $54.52M |
 | AAPL | 106K | $27.10M |
 | T | 92K | $2.60M |
 | NVDA | 83K | $15.43M |
 | ET | 80K | $1.37M |
 | PFE | 69K | $1.76M |
 | VZ | 68K | $2.97M |
 | BCRX | 62K | $472.01K |
 | AMZN | 60K | $13.28M |
 | ITT | 59K | $10.59M |
 | GOOGL | 59K | $14.24M |
 | MUFG | 50K | $792.35K |
 | NU | 49K | $780.97K |
 | CMCSA | 49K | $1.53M |
 | MO | 48K | $3.15M |
 | CAG | 40K | $739.63K |
 | BAC | 37K | $1.91M |
 | WBD | 36K | $699.21K |
 | GOOG | 35K | $8.54M |
 | MSFT | 35K | $17.96M |
Chubb Limited
CB
Shares Held
193K
Value
$54.52M
Apple Inc.
AAPL
Shares Held
106K
Value
$27.10M
AT&T Inc.
T
Shares Held
92K
Value
$2.60M
NVIDIA Corporation
NVDA
Shares Held
83K
Value
$15.43M
Energy Transfer LP
ET
Shares Held
80K
Value
$1.37M
Pfizer Inc.
PFE
Shares Held
69K
Value
$1.76M
Verizon Communications Inc.
VZ
Shares Held
68K
Value
$2.97M
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
62K
Value
$472.01K
Amazon.com, Inc.
AMZN
Shares Held
60K
Value
$13.28M
ITT Inc.
ITT
Shares Held
59K
Value
$10.59M
Alphabet Inc.
GOOGL
Shares Held
59K
Value
$14.24M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
50K
Value
$792.35K
Nu Holdings Ltd.
NU
Shares Held
49K
Value
$780.97K
Comcast Corporation
CMCSA
Shares Held
49K
Value
$1.53M
Altria Group, Inc.
MO
Shares Held
48K
Value
$3.15M
Conagra Brands, Inc.
CAG
Shares Held
40K
Value
$739.63K
Bank of America Corporation
BAC
Shares Held
37K
Value
$1.91M
Warner Bros. Discovery, Inc.
WBD
Shares Held
36K
Value
$699.21K
Alphabet Inc.
GOOG
Shares Held
35K
Value
$8.54M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$17.96M