PERSONAL CFO SOLUTIONS, LLC

Q4 2024 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
12/31/2024
Value ($000)
$508,184
Num holdings
457
Date filed
2/7/2025
Form type
13F-HR
Prev filing
11/14/2024
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 HOLDING L.P.
2 ADVISORY RESEARCH INC
3 AEW CAPITAL MANAGEMENT L P
4 FRED ALGER MANAGEMENT, LLC
6 AMI ASSET MANAGEMENT CORP
7 Aristotle Capital Management, LLC
8 Ark Investment Management LLC
9 AthenaInvest, Inc.
10 ATLANTA CAPITAL MANAGEMENT CO L L C
11 BAHL & GAYNOR INC
13 Beaumont Financial Partners, LLC
14 BERKSHIRE ASSET MANAGEMENT LLC/PA
15 BMO ASSET MANAGEMENT CORP.
17 Brookmont Capital Management
19 CAMBIAR INVESTORS LLC
20 Capital Group Companies, Inc.
22 CAUSEWAY CAPITAL MANAGEMENT LLC
23 Clark Capital Management Group, Inc.
24 Legg Mason Private Portfolio Group, LLC
25 COHEN & STEERS, INC.
26 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
27 CONGRESS ASSET MANAGEMENT CO
29 Copeland Capital Management, LLC
30 MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
31 DIAMOND HILL CAPITAL MANAGEMENT INC
33 Dorsey Wright & Associates
34 DSM CAPITAL PARTNERS LLC
35 EARNEST PARTNERS LLC
37 FIRST TRUST ADVISORS LP
39 Granite Investment Partners, LLC
43 GW&K Investment Management, LLC
44 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
45 HARDING LOEVNER LP
48 Henry James International Management Inc.
49 Hillman Capital Management, Inc.
50 Invesco Advisers, Inc.
51 JENNISON ASSOCIATES LLC
52 J.P. Morgan Investment Management Inc.
53 LAZARD ASSET MANAGEMENT LLC
54 Leading Edge Financial Planning LLC
55 LOOMIS SAYLES & CO L P
56 MILLER HOWARD INVESTMENTS INC /NY
59 Mondrian Investment Partners LTD
60 MONTRUSCO BOLTON INVESTMENTS INC.
61 Neuberger Berman Investment Advisers LLC
62 Newfound Research LLC
64 PARAMETRIC PORTFOLIO ASSOCIATES LLC
65 PARNASSUS INVESTMENTS, LLC
69 PEREGRINE CAPITAL MANAGEMENT LLC
70 Polaris Wealth Advisory Group, LLC
71 POLEN CAPITAL MANAGEMENT LLC
72 PRINCIPAL GLOBAL INVESTORS
73 PUTNAM FUNDS TRUST
74 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
75 SCHAFER CULLEN CAPITAL MANAGEMENT INC
77 Smead Capital Management, Inc.
78 SOUTHERNSUN ASSET MANAGEMENT, LLC
79 SpiderRock Advisors, LLC
81 Sustainable Growth Advisers, LP
82 LONDON CO OF VIRGINIA
83 THORNBURG INVESTMENT TRUST
84 THOMPSON SIEGEL & WALMSLEY LLC
85 Donoghue Forlines LLC
86 Wakefield Asset Management LLLP
87 WCM INVESTMENT MANAGEMENT, LLC