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 |
|---|---|---|---|---|---|---|---|
| STESTERIS plc | SHS USD | 4,766 | $908.0K | 0.2% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 20,578 | $894.0K | 0.2% | – | – | History |
| ITGartner Inc | COM | 4,704 | $859.0K | 0.2% | – | – | History |
| LENLennar Corp | CL A | 8,385 | $849.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 15,978 | $842.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 7,938 | $832.0K | 0.2% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 2,516 | $823.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 21,200 | $820.0K | 0.2% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 14,900 | $818.0K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,097 | $811.0K | 0.2% | – | – | History |
| AONAon plc | CL A | 3,488 | $803.0K | 0.2% | – | – | History |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,512 | $802.0K | 0.2% | – | – | – |
| HPQHP Inc | Stock | 24,917 | $791.0K | 0.2% | – | – | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 20,732 | $786.0K | 0.2% | – | – | History |
| URIUnited Rentals, Inc. | COM | 2,381 | $784.0K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,510 | $766.0K | 0.2% | – | – | History |
| Metaurus Equity Component Tr59140L100 | US EQT CUM 2027 | 73,396 | $756.0K | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,656 | $754.0K | 0.2% | – | – | History |
| BIIBBiogen Inc. | COM | 2,664 | $745.0K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 5,163 | $730.0K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 4,609 | $718.0K | 0.2% | – | – | – |
| ALGNAlign Technology Inc | COM | 1,308 | $708.0K | 0.2% | – | – | History |
| MHKMohawk Industries Inc | COM | 3,677 | $707.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,496 | $705.0K | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,736 | $699.0K | 0.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,069 | $696.0K | 0.2% | – | – | History |
| BBYBest Buy Co Inc | Stock | 6,008 | $690.0K | 0.1% | – | – | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 8,130 | $682.0K | 0.1% | – | – | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,290 | $677.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 5,627 | $665.0K | 0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,210 | $662.0K | 0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 8,850 | $658.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 8,412 | $650.0K | 0.1% | – | – | History |
| ACADAcadia Pharmaceuticals Inc | COM | 25,200 | $650.0K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 3,404 | $647.0K | 0.1% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 17,064 | $644.0K | 0.1% | – | – | History |
| CICigna Group | Stock | 2,636 | $637.0K | 0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 8,530 | $633.0K | 0.1% | – | – | History |
| LKQLKQ Corp | COM | 14,945 | $633.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,823 | $624.0K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,035 | $616.0K | 0.1% | – | – | History |
| CNACna Financial Corp | COM | 13,797 | $616.0K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 11,890 | $615.0K | 0.1% | – | – | History |
| GPCGenuine Parts Co | Stock | 5,254 | $607.0K | 0.1% | – | – | History |
| PWRQuanta Services, Inc. | COM | 6,875 | $605.0K | 0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,209 | $595.0K | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 3,159 | $595.0K | 0.1% | – | – | History |
| PHMPultegroup Inc | COM | 10,956 | $575.0K | 0.1% | – | – | History |
| XRXXerox Holdings Corp | COM NEW | 23,609 | $573.0K | 0.1% | – | – | History |
| HUMHumana Inc | Stock | 1,363 | $571.0K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,998 | $567.0K | 0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,756 | $566.0K | 0.1% | – | – | History |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,345 | $557.0K | 0.1% | – | – | – |
| WHRWhirlpool Corp | Stock | 2,517 | $555.0K | 0.1% | – | – | History |
| EMNEastman Chemical Co | Stock | 4,975 | $548.0K | 0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 7,223 | $544.0K | 0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 1,292 | $542.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 5,589 | $540.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,476 | $538.0K | 0.1% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 1,569 | $536.0K | 0.1% | – | – | – |
| XYLXylem Inc. | COM | 5,081 | $534.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 989 | $528.0K | 0.1% | – | – | History |
| KRKroger Co | Stock | 14,614 | $526.0K | 0.1% | – | – | History |
| NICENICE Ltd. | SPONSORED ADR | 2,404 | $524.0K | 0.1% | – | – | History |
| ICLRIcon PLC | COM | 2,628 | $516.0K | 0.1% | – | – | History |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 9,394 | $516.0K | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,400 | $515.0K | 0.1% | – | – | – |
| DVADavita Inc. | COM | 4,779 | $515.0K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,974 | $514.0K | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 6,497 | $505.0K | 0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 3,936 | $505.0K | 0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 11,904 | $503.0K | 0.1% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 1,826 | $503.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,618 | $502.0K | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,398 | $500.0K | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 2,693 | $497.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,065 | $494.0K | 0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 10,923 | $493.0K | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,455 | $489.0K | 0.1% | – | – | History |
| VanEck Vectors ETF Tr92189F379 | CHINAAMC CHINA B | 20,469 | $486.0K | 0.1% | – | – | – |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 26,238 | $486.0K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,991 | $484.0K | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,156 | $483.0K | 0.1% | – | – | History |
| UHSUniversal Health Services Inc | CL B | 3,613 | $482.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,218 | $481.0K | 0.1% | – | – | History |
| MRNAModerna, Inc. | Stock | 3,659 | $479.0K | 0.1% | – | – | History |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 11,999 | $479.0K | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 6,533 | $475.0K | 0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 7,879 | $474.0K | 0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 4,424 | $469.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 3,442 | $468.0K | 0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,407 | $467.0K | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 10,399 | $463.0K | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 3,454 | $461.0K | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,583 | $453.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,818 | $452.0K | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,982 | $446.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,475 | $441.0K | 0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 1,396 | $440.0K | 0.1% | – | – | History |
| ENSGEnsign Group, Inc | COM | 4,633 | $435.0K | 0.1% | – | – | History |