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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 2,516 | $823.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 7,938 | $832.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 15,978 | $842.0K | 0.2% | – | – | History |
| LENLennar Corp | CL A | 8,385 | $849.0K | 0.2% | – | – | History |
| ITGartner Inc | COM | 4,704 | $859.0K | 0.2% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 20,578 | $894.0K | 0.2% | – | – | History |
| STESTERIS plc | SHS USD | 4,766 | $908.0K | 0.2% | – | – | History |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 14,658 | $914.0K | 0.2% | – | – | – |
| XYZBlock, Inc. | CL A | 4,113 | $934.0K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,284 | $986.0K | 0.2% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,944 | $999.0K | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,609 | $1.00M | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,794 | $1.02M | 0.2% | – | – | History |
| SOSouthern Co | Stock | 16,412 | $1.02M | 0.2% | – | – | History |
| MTDMettler Toledo International Inc | COM | 889 | $1.03M | 0.2% | – | – | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 24,850 | $1.03M | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 20,273 | $1.04M | 0.2% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,855 | $1.04M | 0.2% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 14,522 | $1.06M | 0.2% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 27,196 | $1.07M | 0.2% | – | – | – |
| RACEFerrari N.V. | COM | 5,138 | $1.07M | 0.2% | – | – | History |
| ILMNIllumina, Inc. | COM | 2,801 | $1.08M | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 17,168 | $1.08M | 0.2% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 13,782 | $1.09M | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 982 | $1.09M | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 20,230 | $1.09M | 0.2% | – | – | History |
| RMDResmed Inc | COM | 5,642 | $1.09M | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,227 | $1.10M | 0.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 3,625 | $1.11M | 0.2% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 8,000 | $1.13M | 0.2% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,586 | $1.13M | 0.2% | – | – | – |
| ALCAlcon Inc | Stock | 16,210 | $1.14M | 0.2% | – | – | History |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 18,346 | $1.14M | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 34,765 | $1.18M | 0.3% | – | – | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 121,678 | $1.24M | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,972 | $1.27M | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 9,691 | $1.29M | 0.3% | – | – | History |
| ADPTAdaptive Biotechnologies Corp | COM | 32,388 | $1.30M | 0.3% | – | – | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 12,073 | $1.31M | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 37,161 | $1.35M | 0.3% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,794 | $1.35M | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 22,135 | $1.42M | 0.3% | – | – | History |
| MCKMcKesson Corp | Stock | 7,528 | $1.47M | 0.3% | – | – | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 46,508 | $1.49M | 0.3% | – | – | – |
| ADSKAutodesk, Inc. | COM | 5,437 | $1.51M | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 2,259 | $1.51M | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 13,891 | $1.52M | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 3,038 | $1.52M | 0.3% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,025 | $1.53M | 0.3% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,023 | $1.53M | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 2,966 | $1.55M | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 7,758 | $1.64M | 0.4% | – | – | History |
| Global X FDS37954Y764 | MILL THEMC ETF | 42,300 | $1.70M | 0.4% | – | – | – |
| ZTSZoetis Inc. | Stock | 10,804 | $1.70M | 0.4% | – | – | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 20,435 | $1.81M | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,931 | $1.83M | 0.4% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,032 | $1.87M | 0.4% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 24,212 | $1.88M | 0.4% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 10,499 | $1.91M | 0.4% | – | – | History |
| MELIMercadolibre Inc | COM | 1,378 | $2.03M | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,432 | $2.05M | 0.4% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,647 | $2.06M | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,805 | $2.10M | 0.5% | – | – | History |
| GLDSPDR Gold Trust | ETF | 13,240 | $2.12M | 0.5% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 24,785 | $2.14M | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 72,169 | $2.19M | 0.5% | – | – | History |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 43,147 | $2.21M | 0.5% | – | – | – |
| MAMastercard Inc | Stock | 6,216 | $2.21M | 0.5% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 43,061 | $2.26M | 0.5% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 19,853 | $2.38M | 0.5% | – | – | – |
| ASMLASML Holding NV | ADR | 3,985 | $2.46M | 0.5% | – | – | History |
| Fidelity High Dividend ETF316092840 | ETF | 69,303 | $2.46M | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 24,435 | $2.47M | 0.5% | – | – | – |
| VVisa Inc. | Stock | 11,816 | $2.50M | 0.5% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 22,145 | $2.62M | 0.6% | – | – | History |
| ABTAbbott Laboratories | Stock | 22,325 | $2.67M | 0.6% | – | – | History |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 90,288 | $2.74M | 0.6% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 19,651 | $2.90M | 0.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 6,375 | $3.03M | 0.7% | – | – | History |
| ACNAccenture plc | Stock | 11,910 | $3.29M | 0.7% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,587 | $3.40M | 0.7% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 44,827 | $3.46M | 0.7% | – | – | History |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 107,028 | $3.53M | 0.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,232 | $4.07M | 0.9% | – | – | – |
| ProShares Tr74347X294 | HD REPLICATION | 80,845 | $4.18M | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 14,401 | $4.24M | 0.9% | – | – | History |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 118,681 | $4.25M | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 77,455 | $4.50M | 1.0% | – | – | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 87,157 | $4.54M | 1.0% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 89,469 | $5.28M | 1.1% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 49,909 | $5.28M | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,696 | $5.56M | 1.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,803 | $5.80M | 1.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,183 | $6.75M | 1.5% | – | – | History |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 54,968 | $6.83M | 1.5% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 272,124 | $7.09M | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 30,140 | $7.11M | 1.5% | – | – | History |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 273,602 | $7.41M | 1.6% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 269,464 | $8.50M | 1.8% | – | – | – |
| AAPLApple Inc. | Stock | 74,095 | $9.05M | 2.0% | – | – | History |