Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wyndham Hotels & Resorts, Inc. | WH | 4.09K | $344.08K |
 Darling Ingredients Inc. | DAR | 4.06K | $221.87K |
 Eli Lilly and Company | LLY | 4.04K | $4.85M |
 Truist Financial Corporation | TFC | 4.04K | $201.23K |
 Lowe's Companies, Inc. | LOW | 4.01K | $884.36K |
 Terreno Realty Corporation | TRNO | 3.99K | $260.79K |
 Aon plc | AON | 3.99K | $1.32M |
 Lennar Corporation | LEN | 3.98K | $360.57K |
 Target Corporation | TGT | 3.98K | $519.66K |
 Blackstone Inc. | BX | 3.96K | $465.98K |
 AerCap Holdings N.V. | AER | 3.96K | $576.72K |
 Expedia Group, Inc. | EXPE | 3.94K | $1.01M |
 Greif, Inc. | GEF | 3.93K | $294.91K |
 Applied Materials, Inc. | AMAT | 3.9K | $2.82M |
 Salesforce, Inc. | CRM | 3.89K | $610.53K |
 Edwards Lifesciences Corporation | EW | 3.83K | $346.6K |
 LeMaitre Vascular, Inc. | LMAT | 3.82K | $366.66K |
 Zoetis Inc. | ZTS | 3.82K | $274.23K |
 Phillips 66 | PSX | 3.79K | $639.94K |
 United Parcel Service, Inc. | UPS | 3.78K | $406.1K |