Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 11.09K | $3.81M |
 AstraZeneca PLC | AZN | 11.12K | $2.11M |
 Viatris Inc. | VTRS | 11.15K | $177.07K |
 The Walt Disney Company | DIS | 11.24K | $1.09M |
 RB Global, Inc. | RBA | 11.29K | $1.31M |
 Adaptive Biotechnologies Corporation | ADPT | 11.37K | $243.89K |
 Koninklijke Philips N.V. | PHG | 11.4K | $309.89K |
 Gold Fields Limited | GFI | 11.47K | $385.4K |
 NIKE, Inc. | NKE | 11.82K | $489.79K |
 Mueller Water Products, Inc. | MWA | 11.86K | $306.36K |
 Palantir Technologies Inc. | PLTR | 11.9K | $1.39M |
 Alexandria Real Estate Equities, Inc. | ARE | 12.04K | $645.07K |
 Uber Technologies, Inc. | UBER | 12.07K | $870.82K |
 Yum! Brands, Inc. | YUM | 12.09K | $1.93M |
 Best Buy Co., Inc. | BBY | 12.35K | $948.84K |
 Annaly Capital Management, Inc. | NLY | 12.47K | $288.24K |
 The Charles Schwab Corporation | SCHW | 12.62K | $1.16M |
 NextEra Energy, Inc. | NEE | 12.65K | $1.11M |
 First Horizon Corporation | FHN | 12.75K | $329.02K |
 Tesla, Inc. | TSLA | 12.91K | $5.43M |