News + Filings Holdings
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PERSONAL CFO SOLUTIONS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Innovator ETFs Trust
| BAUG | Common | 0 | -253,324 | 0 | -7,995,488,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEF | OPTION | 0 | -36,638 | 0 | -3,631,559,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ALPS ETF Trust
| EQL | Common | 0 | -27,214 | 0 | -2,708,585,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ITE | Common | 0 | -85,634 | 0 | -2,478,248,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -17,370 | 0 | -1,336,418,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PJUL | Common | 0 | -39,228 | 0 | -1,241,174,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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THOMSON REUTERS CORP /CAN/
| TRI | COM NEW | 0 | -4,405 | 0 | -573,197,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PAUG | Common | 0 | -17,768 | 0 | -524,156,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NetApp, Inc.
| NTAP | Common | 0 | -7,164 | 0 | -457,447,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| BK | Common | 0 | -9,761 | 0 | -443,543,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 0 | -1,927 | 0 | -384,938,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PMAR | Common | 0 | -9,879 | 0 | -317,807,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IFRA | Common | 0 | -8,425 | 0 | -314,422,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BHP Group Ltd
| BHP | SPONSORED ADS | 0 | -4,681 | 0 | -296,806,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| | Common | 0 | -10,218 | 0 | -294,483,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TENARIS SA
| TS | SPONSORED ADS | 0 | -10,127 | 0 | -287,804,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PAPR | Common | 0 | -9,597 | 0 | -282,152,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Shutterstock, Inc.
| SSTK | Common | 0 | -3,808 | 0 | -276,461,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FISERV INC
| FISV | Common | 0 | -2,427 | 0 | -274,324,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMPHENOL CORP /DE/
| APH | Cl A | 0 | -3,341 | 0 | -272,990,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ABB LTD
| ABB | SP ADR | 0 | -7,865 | 0 | -269,771,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MSCI Inc.
| MSCI | Cl A | 0 | -473 | 0 | -264,809,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PDEC | Common | 0 | -8,412 | 0 | -264,557,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AdvisorShares Trust
| AADR | Common | 0 | -5,504 | 0 | -262,910,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNITED RENTALS, INC.
| URI | Common | 0 | -624 | 0 | -246,990,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Enviva Inc.
| EVA | Common | 0 | -8,479 | 0 | -244,874,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 0 | -2,707 | 0 | -244,848,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UFP INDUSTRIES INC
| UFPI | COM | 0 | -3,075 | 0 | -244,342,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LAKELAND FINANCIAL CORP
| LKFN | COMMON | 0 | -3,800 | 0 | -238,051,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VICI PROPERTIES INC.
| | Common | 0 | -7,146 | 0 | -233,114,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 0 | -1,386 | 0 | -232,654,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 0 | -6,452 | 0 | -232,577,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ALBEMARLE CORP
| ALB | Common | 0 | -1,051 | 0 | -232,271,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Archer-Daniels-Midland Co
| ADM | Common | 0 | -2,881 | 0 | -229,516,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COCA COLA FEMSA SAB DE CV
| KOF | OPTION | 0 | -2,802 | 0 | -225,443,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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