PERSONAL CFO SOLUTIONS, LLC

Q1 2025 13F Holdings

Location
Chester, NJ
Holdings as of
3/31/2025
Value ($000)
$492,527
Num holdings
448
Date filed
4/30/2025
Form type
13F-HR
Prev filing
2/7/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type