Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Telefonaktiebolaget LM Ericsson (publ)ERIC24.72K$275.61K
Merck & Co., Inc.MRK24.51K$3.17M
Chevron CorporationCVX24.31K$4.03M
W. R. Berkley CorporationWRB23.86K$1.7M
Sasol LimitedSSL22.48K$220.76K
Telefônica Brasil S.A.VIV22.38K$305.42K
Sea LimitedSE22.35K$2.14M
BioCryst Pharmaceuticals, Inc.BCRX21.93K$219.26K
Intel Corp.INTC21.59K$3.01M
Dominion Energy, Inc.D20.56K$1.4M
Sumitomo Mitsui Financial Group, Inc.SMFG20.07K$479.09K
UBS Group AGUBS19.49K$965.82K
Bristol-Myers Squibb CompanyBMY19.4K$1.12M
Enterprise Products Partners L.P.EPD18.86K$693.13K
British American Tobacco p.l.c.BTI18.66K$1.15M
Novo Nordisk A/SNVO18.43K$883.38K
ServiceNow, Inc.NOW18.4K$1.83M
The Boeing CompanyBA18.18K$3.93M
Taiwan Semiconductor Manufacturing Company LimitedTSM18.1K$8.66M
U.S. BancorpUSB18.01K$1.1M