PERSONAL CFO SOLUTIONS, LLC

Q3 2024 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
9/30/2024
Value ($000)
$715,733
Num holdings
561
Date filed
11/14/2024
Form type
13F-HR
Prev filing
8/9/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AllianceBernstein LP
2 Advisory Research Inc
3 AEW Capital Management LP
4 Fred Alger Management LLC
6 AMI Asset Management Corp
7 Aristotle Capital Management LLC
8 AthenaInvest Advisors LLC
9 Atlanta Capital
10 Beaumont Financial Partners LLC
11 Berkshire Asset Management LLC
12 BMO Asset Management Corp
13 Regeneron 401k
14 Brookmont Capital Management LLC
16 Cambiar Investors LLC
17 Capital Group Companies Inc.
18 Carrick Lane
19 Causeway Capital Management LLC
20 Clark Capital Management Group LLC
21 Legg Mason Private Portfolio Group, LLC
22 Cohen & Steers Capital Management Inc
23 Columbia Management Investment Advisers LLC
24 Congress Asset Management Company
26 Copeland Capital Management LLC
27 Macquarie Invesment Management Business Trust
28 Diamond Hill Capital Management Inc
30 Dorsey, Wright & Associates LLC
31 DSM Capital Partners LLC
32 Earnest Partners LLC
33 FIRST TRUST ADVISORS LP
34 Granite Investment Partners LLC
38 GW&K Investment Management LLC
39 Gyroscope Capital Management Group LLC
40 Harding Loevner LP
43 Henry James International Management Inc.
44 Hillman Capital Management, Inc.
45 Invesco Advisers Inc
46 JP Morgan
47 Lazard Asset Management LLC
48 Leading Edge Financial
49 Loomis Sayles & CO LP
50 Miller Howard Investments Inc
53 Mondrian Investment Partners LTD
54 Montrusco Bolton Investments Inc.
55 Montrusco Bolton Investments Inc. Neuberger Berman Investment Advisers LLC
56 Montrusco Bolton Investments Inc. Neuberger Berman Investment Advisers LLC Newfound Research LLC
58 Parametric Portfolio Associates LLC
59 Parnassus Investments
63 Peregrine Capital Management LLC
64 Polaris Wealth Advisory Group, LLC
65 Polen Capital Management LLC
66 Principal Global Investors
67 Goldman Sachs Asset Management LP
68 Schaffer Cullen
70 Smead Capital Management, Inc.
71 SouthernSun Asset Management LLC
73 Goldman Sachs Asset Management LP
74 Sustainable Growth Advisers, LP
75 London Co of Virginia
76 Thornburg
77 Thompson, Siegel & Walmsley LLC
78 Donoghue Forlines LLC
79 Wakefield Asset Management LLLP
80 WCM Investment Management LLC
81 Redwood Investments LLC
82 ARK Investment Management LLC
83 Adviser Investment LLC
84 Bahl & Gaynor Inc.
85 Barrow Hanley
86 Stonebridge Advisors llc
87 Eaton Vance