Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Liberty Energy Inc.LBRT13.37K$350.02K
The Southern CompanySO13.86K$1.33M
Novartis AGNVS13.9K$2.18M
Citigroup Inc.C14.03K$1.96M
Compañía de Minas Buenaventura S.A.A.BVN14.22K$416.42K
Wells Fargo & CompanyWFC14.27K$1.18M
Baxter International Inc.BAX14.79K$315.57K
Canadian Pacific Kansas City Ltd.CP14.83K$1.29M
GSK plcGSK14.9K$787.92K
Johnson & JohnsonJNJ14.93K$3.79M
Canadian Natural Resources LimitedCNQ15.06K$601.26K
Centene Corp.CNC15.18K$974.53K
General Mills, Inc.GIS15.22K$529.54K
RTX CorporationRTX15.53K$2.95M
Philip Morris International Inc.PM15.53K$2.83M
Walmart Inc.WMT15.81K$1.79M
Medtronic plcMDT15.84K$1.25M
Corteva, Inc.CTVA15.95K$1.35M
Alignment Healthcare, Inc.ALHC16.2K$385.59K
Haleon plcHLN16.43K$153.33K