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Personal CFO Solutions, LLC

Q1 2022 Holdings

Filed 2022-05-02 | 472 holdings | $33.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
BK of America Corp(BAC)COM060505104$1.1K25,6860.0%
Berkley W R Corp(WRB)COM084423102$1.1K16,0860.0%
Ferrari N V(RACE)COMN3167Y103$1.1K5,0430.0%
Steris PLC(STE)SHS USDG8473T100$1.1K4,5720.0%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$1.1K21,6400.0%
Coca Cola Co(KO)COM191216100$1.1K18,3740.0%
Norfolk Southn Corp(NSC)COM655844108$1.1K4,0080.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.1K8,4200.0%
Bristol-Myers Squibb Co(BMY)COM110122108$1.2K16,1060.0%
Global X FDS(MILN)MILLENNIAL CONSU37954Y764$1.2K32,5240.0%
Intuit(INTU)COM461202103$1.2K2,4670.0%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.2K7,3400.0%
Ishares TR(TIP)TIPS BD ETF464287176$1.2K9,8220.0%
Nvidia Corporation(NVDA)COM67066G104$1.2K4,4900.0%
Nike Inc(NKE)CL B654106103$1.2K9,1290.0%
Resmed Inc(RMD)COM761152107$1.2K5,0820.0%
Mckesson Corp(MCK)COM58155Q103$1.2K4,0740.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$1.3K6,8370.0%
Metaurus Equity Component TRUS EQT CUM 202759140L100$1.3K137,5340.0%
Southern Co(SO)COM842587107$1.3K17,5350.0%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$1.3K12,5400.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.3K9,4950.0%
Lululemon Athletica Inc(LULU)COM550021109$1.3K3,5690.0%
Novo-Nordisk A S(NVO)ADR670100205$1.3K11,9160.0%
Fidelity Covington Trust(FUTY)MSCI UTILS INDEX316092865$1.3K27,6090.0%
Select Sector Spdr TR(XLRE)RL EST SEL SEC81369Y860$1.3K27,4860.0%
Vaneck ETF Trust(ANGL)FALLEN ANGEL HG92189F437$1.3K43,9900.0%
Paramount Global(0VVB)CLASS B COM92556H206$1.3K35,5580.0%
Raytheon Technologies Corp(RTX)COM75513E101$1.4K13,7960.0%
Comcast Corp New(CMCSA)CL A20030N101$1.4K29,3630.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.4K18,4770.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.4K12,1580.0%
Intel Corp(INTC)COM458140100$1.4K28,7130.0%
Exxon Mobil Corp(XOM)COM30231G102$1.5K17,7260.0%
American Express Co(AXP)COM025816109$1.5K7,9230.0%
AT&T Inc(T)COM00206R102$1.5K63,2550.0%
Servicenow Inc(NOW)COM81762P102$1.5K2,7130.0%
AON PLC(AON)SHS CL AG0403H108$1.6K4,7710.0%
Fidelity Covington Trust(FMAT)MSCI MATLS INDEX316092881$1.6K31,3560.0%
Alcon AG(ALC)ORD SHSH01301128$1.6K19,7040.0%
Salesforce COM Inc(CRM)COM79466L302$1.6K7,4980.0%
Spdr SER TR(BIL)BLOOMBERG 1-3 MO78468R663$1.6K17,4150.0%
Icon PLC(ICLR)SHSG4705A100$1.6K6,5630.0%
Canadian PAC RY LTDCOM13645T100$1.7K20,2490.0%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$1.7K4,6490.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$1.7K9,3720.0%
Ishares TR(SHV)SHORT TREAS BD464288679$1.8K16,0260.0%
Netflix Inc(NFLX)COM64110L106$1.8K4,9000.0%
Chevron Corp New(CVX)COM166764100$2.2K13,3250.0%
Asml Holding N V(ASML)N Y REGISTRY SHSN07059210$2.3K3,4710.0%
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