Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 407
- No 13F data for Q4 2020
- Portfolio value
- $462.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ITPIt Tech Packaging, Inc. | COM NEW | 10,000 | $7.00K | <0.1% | – | – | History |
| EVFMEvofem Biosciences, Inc. | COM | 10,888 | $19.0K | <0.1% | – | – | History |
| ABEVAmbev S.A. | SPONSORED ADR | 13,401 | $37.0K | <0.1% | – | – | History |
| CRNTCeragon Networks Ltd | Stock | 10,000 | $38.0K | <0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 20,243 | $47.0K | <0.1% | – | – | History |
| RNTXRein Therapeutics, Inc. | COM | 33,500 | $48.0K | <0.1% | – | – | History |
| IFRXInflaRx N.V. | COM | 13,000 | $51.0K | <0.1% | – | – | History |
| TYMETyme Technologies, Inc. | COM | 29,388 | $52.0K | <0.1% | – | – | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 13,361 | $72.0K | <0.1% | – | – | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 13,888 | $74.0K | <0.1% | – | – | History |
| ISEEIVERIC bio, Inc. | COM | 12,000 | $74.0K | <0.1% | – | – | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 16,399 | $81.0K | <0.1% | – | – | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 10,000 | $84.0K | <0.1% | – | – | History |
| SANBanco Santander, S.A. | ADR | 24,948 | $86.0K | <0.1% | – | – | History |
| SYRESpyre Therapeutics, Inc. | COM | 11,388 | $90.0K | <0.1% | – | – | History |
| NCNANuCana plc | SPONSORED ADR | 18,500 | $92.0K | <0.1% | – | – | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 13,242 | $121.0K | <0.1% | – | – | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 23,088 | $123.0K | <0.1% | – | – | History |
| CYPHCypherpunk Technologies Inc. | COM | 78,165 | $149.0K | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 10,384 | $163.0K | <0.1% | – | – | History |
| CNHCNH Industrial N.V. | SHS | 10,433 | $163.0K | <0.1% | – | – | History |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 23,000 | $168.0K | <0.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 5,211 | $200.0K | <0.1% | – | – | – |
| MTRNMATERION Corp | COM | 3,032 | $201.0K | <0.1% | – | – | History |
| ARESAres Management Corp | CL A COM STK | 3,604 | $202.0K | <0.1% | – | – | History |
| AUDCAudiocodes Ltd | ORD | 7,534 | $203.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 923 | $204.0K | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 2,728 | $206.0K | <0.1% | – | – | History |
| CPKChesapeake Utilities Corp | COM | 1,805 | $210.0K | <0.1% | – | – | History |
| BMIBadger Meter Inc | COM | 2,254 | $210.0K | <0.1% | – | – | History |
| RDFNRedfin Corp | COM | 3,160 | $210.0K | <0.1% | – | – | History |
| BCOBrinks Co | COM | 2,665 | $211.0K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 573 | $212.0K | <0.1% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 1,181 | $212.0K | <0.1% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 427 | $213.0K | <0.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 985 | $215.0K | <0.1% | – | – | – |
| CFGCitizens Financial Group Inc | COM | 4,877 | $215.0K | <0.1% | – | – | History |
| TTEKTetra Tech Inc | COM | 1,589 | $216.0K | <0.1% | – | – | History |
| CERSCerus Corp | COM | 35,950 | $216.0K | <0.1% | – | – | History |
| MGPIMGP Ingredients Inc | COM | 3,652 | $216.0K | <0.1% | – | – | History |
| OLEDUniversal Display Corp | COM | 918 | $217.0K | <0.1% | – | – | History |
| VSTMVerastem, Inc. | COM | 88,141 | $218.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 585 | $219.0K | <0.1% | – | – | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,642 | $220.0K | <0.1% | – | – | – |
| DXCMDexcom Inc | COM | 613 | $220.0K | <0.1% | – | – | History |
| LSTRLandstar System Inc | COM | 1,333 | $220.0K | <0.1% | – | – | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 3,852 | $220.0K | <0.1% | – | – | History |
| SSTKShutterstock, Inc. | COM | 2,473 | $220.0K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 628 | $221.0K | <0.1% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 3,030 | $223.0K | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 3,366 | $223.0K | <0.1% | – | – | History |
| CNSCohen & Steers, Inc. | COM | 3,408 | $223.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 797 | $224.0K | <0.1% | – | – | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 1,949 | $224.0K | <0.1% | – | – | History |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 4,978 | $224.0K | <0.1% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 7,000 | $224.0K | <0.1% | – | – | – |
| JCIJohnson Controls International plc | Stock | 3,778 | $225.0K | <0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 9,513 | $225.0K | <0.1% | – | – | History |
| AANAaron's Company, Inc. | COM | 8,825 | $227.0K | <0.1% | – | – | History |
| CASYCaseys General Stores Inc | COM | 1,064 | $230.0K | <0.1% | – | – | History |
| NGNENeurogene Inc. | COM | 18,710 | $230.0K | <0.1% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 1,275 | $232.0K | 0.1% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 2,496 | $232.0K | 0.1% | – | – | History |
| BPBP PLC | ADR | 9,554 | $233.0K | 0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,693 | $234.0K | 0.1% | – | – | History |
| MMYTMakeMyTrip Ltd | Stock | 7,403 | $234.0K | 0.1% | – | – | History |
| CMECME Group Inc. | COM | 1,146 | $234.0K | 0.1% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,643 | $235.0K | 0.1% | – | – | – |
| ABMAbm Industries Inc | COM | 4,626 | $236.0K | 0.1% | – | – | History |
| SIDNational Steel Co | SPONSORED ADR | 35,177 | $236.0K | 0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,549 | $237.0K | 0.1% | – | – | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,100 | $237.0K | 0.1% | – | – | – |
| KWRQuaker Chemical Corp | COM | 971 | $237.0K | 0.1% | – | – | History |
| QTSQTS Realty Trust, Inc. | COM CL A | 3,826 | $237.0K | 0.1% | – | – | History |
| MTArcelorMittal | NY REGISTRY SH | 8,196 | $239.0K | 0.1% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 2,108 | $240.0K | 0.1% | – | – | History |
| BNTXBioNTech SE | SPONSORED ADS | 2,195 | $240.0K | 0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 4,517 | $241.0K | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 3,277 | $242.0K | 0.1% | – | – | – |
| AQNAlgonquin Power & Utilities Corp. | COM | 15,300 | $242.0K | 0.1% | – | – | History |
| CVGWCalavo Growers Inc | COM | 3,116 | $242.0K | 0.1% | – | – | History |
| UVXYProShares Trust II | ULTRA VIX SHORT | 42,800 | $242.0K | 0.1% | – | – | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 17,331 | $243.0K | 0.1% | – | – | History |
| NVSNovartis AG | ADR | 2,864 | $245.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 537 | $245.0K | 0.1% | – | – | History |
| LMNXLuminex Corp | COM | 7,682 | $245.0K | 0.1% | – | – | History |
| CRHCRH Public Ltd Co | ADR | 5,242 | $246.0K | 0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 1,594 | $247.0K | 0.1% | – | – | History |
| iShares Tr46435G334 | MSCI UK ETF NEW | 7,889 | $247.0K | 0.1% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 15,685 | $247.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 3,300 | $248.0K | 0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 961 | $251.0K | 0.1% | – | – | History |
| LKFNLakeland Financial Corp | COM | 3,629 | $251.0K | 0.1% | – | – | History |
| UNFUnifirst Corp | COM | 1,125 | $252.0K | 0.1% | – | – | History |
| MREOMereo BioPharma Group plc | SPON ADS | 74,776 | $252.0K | 0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 3,264 | $252.0K | 0.1% | – | – | History |
| HTHTH World Group Ltd | SPONSORED ADS | 4,612 | $253.0K | 0.1% | – | – | History |
| COLDAmericold Realty Trust | COM | 6,625 | $255.0K | 0.1% | – | – | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,705 | $255.0K | 0.1% | – | – | History |
| EQIXEquinix Inc | COM | 377 | $256.0K | 0.1% | – | – | History |