Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sea LimitedSE22.35K$2.14M
Telefônica Brasil S.A.VIV22.38K$305.42K
Sasol LimitedSSL22.48K$220.76K
W. R. Berkley CorporationWRB23.86K$1.7M
Chevron CorporationCVX24.31K$4.03M
Merck & Co., Inc.MRK24.51K$3.17M
Telefonaktiebolaget LM Ericsson (publ)ERIC24.72K$275.61K
Carrier Global CorporationCARR24.91K$1.83M
Cushman & Wakefield plcCWK26.02K$348.46K
Utz Brands, Inc.UTZ26.17K$203.17K
Netflix, Inc.NFLX26.62K$1.9M
Conagra Brands, Inc.CAG26.75K$360.12K
The Coca-Cola CompanyKO26.86K$2.2M
Petróleo Brasileiro S.A. - PetrobrasPBR27.92K$451.19K
Campbell Soup CompanyCPB28.12K$626.24K
CEMEX, S.A.B. de C.V.CX28.57K$342.8K
WisdomTree, Inc.WT28.66K$485.57K
CoStar Group, Inc.CSGP29.08K$823.66K
Host Hotels & Resorts, Inc.HST29.75K$732.74K
Sony Group CorporationSONY30.04K$602.65K