Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Baxter International Inc. | BAX | 14.79K | $315.57K |
 Wells Fargo & Company | WFC | 14.27K | $1.18M |
 Compañía de Minas Buenaventura S.A.A. | BVN | 14.22K | $416.42K |
 Citigroup Inc. | C | 14.03K | $1.96M |
 Novartis AG | NVS | 13.9K | $2.18M |
 The Southern Company | SO | 13.86K | $1.33M |
 Liberty Energy Inc. | LBRT | 13.37K | $350.02K |
 Tesla, Inc. | TSLA | 12.91K | $5.43M |
 First Horizon Corporation | FHN | 12.75K | $329.02K |
 NextEra Energy, Inc. | NEE | 12.65K | $1.11M |
 The Charles Schwab Corporation | SCHW | 12.62K | $1.16M |
 Annaly Capital Management, Inc. | NLY | 12.47K | $288.24K |
 Best Buy Co., Inc. | BBY | 12.35K | $948.84K |
 Yum! Brands, Inc. | YUM | 12.09K | $1.93M |
 Uber Technologies, Inc. | UBER | 12.07K | $870.82K |
 Alexandria Real Estate Equities, Inc. | ARE | 12.04K | $645.07K |
 Palantir Technologies Inc. | PLTR | 11.9K | $1.39M |
 Mueller Water Products, Inc. | MWA | 11.86K | $306.36K |
 NIKE, Inc. | NKE | 11.82K | $489.79K |
 Gold Fields Limited | GFI | 11.47K | $385.4K |