PERSONAL CFO SOLUTIONS, LLC

Q1 2025 13F Detailed 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 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 AEW CAPITAL MANAGEMENT L P
3 FRED ALGER MANAGEMENT, LLC
4 Aristotle Capital Management, LLC
5 Ark Investment Management LLC
6 AthenaInvest, Inc.
7 ATLANTA CAPITAL MANAGEMENT CO L L C
8 BAHL & GAYNOR INC
9 Beaumont Financial Partners, LLC
10 BERKSHIRE ASSET MANAGEMENT LLC/PA
11 BMO ASSET MANAGEMENT CORP.
12 Regeneron 401k
13 Brookmont Capital Management
14 CAMBIAR INVESTORS LLC
15 Capital Group Companies, Inc.
16 Carrick Lane, LLC
17 CAUSEWAY CAPITAL MANAGEMENT LLC
18 Clark Capital Management Group, Inc.
19 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
20 COHEN & STEERS, INC.
21 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
22 CONGRESS ASSET MANAGEMENT CO
23 Copeland Capital Management, LLC
24 DIAMOND HILL CAPITAL MANAGEMENT INC
25 Dorsey Wright & Associates
26 DSM CAPITAL PARTNERS LLC
27 EARNEST PARTNERS LLC
28 FIRST TRUST ADVISORS LP
29 Granite Investment Partners, LLC
30 GW&K Investment Management, LLC
31 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
32 HARDING LOEVNER LP
33 Henry James International Management Inc.
34 Hillman Capital Management, Inc.
35 Invesco Advisers Inc
36 JENNISON ASSOCIATES LLC
37 J.P. Morgan Investment Management Inc.
38 LAZARD ASSET MANAGEMENT LLC
39 Leading Edge Financial Planning LLC
40 LOOMIS SAYLES & CO L P
41 MILLER HOWARD INVESTMENTS INC /NY
42 Mondrian Investment Partners LTD
43 MONTRUSCO BOLTON INVESTMENTS INC.
44 Neuberger Berman Investment Advisers LLC
45 PARAMETRIC PORTFOLIO ASSOCIATES LLC
46 PARNASSUS INVESTMENTS, LLC
47 PEREGRINE CAPITAL MANAGEMENT LLC
48 Polaris Wealth Advisory Group, LLC
49 POLEN CAPITAL MANAGEMENT LLC
50 PRINCIPAL GLOBAL INVESTORS
51 PUTNAM FUNDS TRUST
52 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
53 SCHAFER CULLEN CAPITAL MANAGEMENT INC
54 Smead Capital Management, Inc.
55 SOUTHERNSUN ASSET MANAGEMENT, LLC
56 SpiderRock Advisors, LLC
57 Goldman Sachs Asset Management LP
58 Sustainable Growth Advisers, LP
59 LONDON CO OF VIRGINIA
60 THORNBURG INVESTMENT TRUST
61 THOMPSON SIEGEL & WALMSLEY LLC
62 Donoghue Forlines LLC
63 Wakefield Asset Management LLLP
64 WCM INVESTMENT MANAGEMENT, LLC