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Personal CFO Solutions, LLC

Q4 2022 Holdings

Filed 2023-02-14 | 458 holdings | $472.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
ARK ETF TR(ARKK)INNOVATION ETF00214Q104$247.4K7,6970.1%
Atmos Energy Corp(ATO)COM049560105$248.5K2,2170.1%
Terreno Rlty Corp(TRNO)COM88146M101$249.1K4,3800.1%
Ross Stores Inc(ROST)COM778296103$249.1K2,1460.1%
Bank New York Mellon Corp(BK)COM064058100$250.1K5,4950.1%
Universal Display Corp(OLED)COM91347P105$250.4K2,3170.1%
Ecolab Inc(ECL)COM278865100$250.4K1,7200.1%
CRA Intl Inc(CRAI)COM12618T105$250.4K2,0450.1%
Relx PLC(RELX)SPONSORED ADR759530108$251.3K9,0660.1%
Civitas Resources Inc(CIVI)COM NEW17888H103$252.2K4,3530.1%
Littelfuse Inc(LFUS)COM537008104$252.6K1,1470.1%
AIR Lease Corp(AL)CL A00912X302$253.7K6,6030.1%
Shell PLC(SHEL)SPON ADS780259305$256.1K4,4970.1%
Stevanato Group S P A(STVN)ORD SHST9224W109$259.4K14,4370.1%
Amphenol Corp New(APH)CL A032095101$259.5K3,4080.1%
Iron MTN Inc del(IRM)COM46284V101$259.7K5,2090.1%
Brunswick Corp(BC)COM117043109$259.9K3,6050.1%
Cincinnati Finl Corp(CINF)COM172062101$260.3K2,5420.1%
Fortinet Inc(FTNT)COM34959E109$263.2K5,3840.1%
Biogen Inc(BIIB)COM09062X103$263.4K9510.1%
Equinor ASA(EQNR)SPONSORED ADR29446M102$265.7K7,4210.1%
Tata Mtrs LTDSPONSORED ADR876568502$266.0K11,5080.1%
United Rentals Inc(URI)COM911363109$266.6K7500.1%
Enbridge Inc(ENB)COM29250N105$267.1K6,8320.1%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$267.5K3,1560.1%
Encompass Health Corp(EHC)COM29261A100$267.8K4,4770.1%
Ishares TR(IFRA)US INFRASTRUC46435U713$271.9K7,4970.1%
LPL Finl Hldgs Inc(LPLA)COM50212V100$272.8K1,2620.1%
Hershey Co(HSY)COM427866108$273.7K1,1820.1%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$274.3K9500.1%
Sempra(SRE)COM816851109$275.7K1,7840.1%
Welltower Inc(WELL)COM95040Q104$275.8K4,2080.1%
RPM Intl Inc(RPM)COM749685103$277.4K2,8460.1%
Tetra Tech Inc New(TTEK)COM88162G103$277.5K1,9120.1%
Union PAC Corp(UNP)COM907818108$277.6K1,3410.1%
Eaton Corp PLC(ETN)SHSG29183103$278.3K1,7730.1%
Kellogg Co(KEL)COM487836108$279.1K3,9180.1%
Hartford Finl Svcs Group Inc(HIG)COM416515104$279.6K3,6870.1%
ARK ETF TR(ARKW)NEXT GNRTN INTER00214Q401$280.5K7,2760.1%
Innovator Etfs TR(EJUL)EMRGNG MKT JULY45782C714$280.5K12,2870.1%
Cognizant Technology Solutio(CTSH)CL A192446102$281.4K4,9200.1%
Grainger W W Inc(GWW)COM384802104$281.6K5060.1%
Hdfc Bank LTD(HDB)SPONSORED ADS40415F101$281.7K4,1170.1%
Target Corp(TGT)COM87612E106$283.5K1,9020.1%
Align Technology Inc(ALGN)COM016255101$284.1K1,3470.1%
Materion Corp(MTRN)COM576690101$284.1K3,2460.1%
BWX Technologies Inc(BWXT)COM05605H100$284.1K4,8920.1%
Innovator Etfs TR(PMAY)US EQTY PWR BUF45782C318$287.0K10,2180.1%
Martin Marietta Matls Inc(MLM)COM573284106$287.6K8510.1%
US Bancorp del(USB)COM NEW902973304$287.7K6,5960.1%
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