MY PERSONAL CFO, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AZN | 38K | $2.95M |
 | TMC | 20K | $127.40K |
 | MRK | 6K | $481.67K |
 | AAPL | 6K | $1.40M |
 | CSCO | 4K | $260.27K |
 | NVDA | 4K | $681.59K |
 | PG | 3K | $473.69K |
 | JNJ | 3K | $553.17K |
 | XOM | 3K | $309.90K |
 | AJG | 2K | $718.60K |
 | UNH | 2K | $631.74K |
 | JPM | 2K | $560.84K |
 | AMZN | 2K | $341.65K |
 | BX | 1K | $248.07K |
 | MSFT | 1K | $660.96K |
 | AWI | 1K | $222.28K |
 | GOOGL | 985 | $239.55K |
 | ITW | 898 | $234.16K |
 | CEG | 847 | $278.72K |
 | AVGO | 761 | $251.06K |
AstraZeneca PLC
AZN
Shares Held
38K
Value
$2.95M
TMC the metals company Inc.
TMC
Shares Held
20K
Value
$127.40K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$481.67K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.40M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$260.27K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$681.59K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$473.69K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$553.17K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$309.90K
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$718.60K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$631.74K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$560.84K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$341.65K
Blackstone Inc.
BX
Shares Held
1K
Value
$248.07K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$660.96K
Armstrong World Industries, Inc.
AWI
Shares Held
1K
Value
$222.28K
Alphabet Inc.
GOOGL
Shares Held
985
Value
$239.55K
Illinois Tool Works Inc.
ITW
Shares Held
898
Value
$234.16K
Constellation Energy Corporation
CEG
Shares Held
847
Value
$278.72K
Broadcom Inc.
AVGO
Shares Held
761
Value
$251.06K