Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chubb LimitedCB200.38K$68.48M
Apple Inc.AAPL147.07K$42.56M
Lloyds Banking Group plcLYG120.01K$699.67K
NVIDIA CorporationNVDA94.5K$18.91M
Energy Transfer LPET88.93K$1.7M
AT&T Inc.T85.28K$1.77M
Verizon Communications Inc.VZ68.08K$2.88M
Pfizer Inc.PFE66.53K$1.6M
Amazon.com, Inc.AMZN63.97K$15.25M
ITT Inc.ITT59.34K$11.76M
Alphabet Inc.GOOG56.36K$20.14M
Mitsubishi UFJ Financial Group, Inc.MUFG52.48K$1.06M
Comcast CorporationCMCSA45.27K$1.11M
Nu Holdings Ltd.NU45.12K$602.84K
Bank of America CorporationBAC39.97K$2.28M
Nokia OyjNOK38.1K$505.98K
Alphabet Inc.GOOGL36.89K$13.03M
The Kraft Heinz CompanyKHC36.64K$865.47K
Microsoft CorporationMSFT36.3K$13.54M
Altria Group, Inc.MO35.91K$2.62M