Personal CFO Solutions LLC
11/14/2024 | Press release | Distributed by Public on 11/14/2024 08:07
Initial Quarterly Holdings Report by Institutional Manager Form 13F HR
SEC FORM 13F-HR
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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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| Report for the Calendar Year or Quarter Ended: | 09-30-2024 |
| Check here if Amendment | Amendment Number: | |
| This Amendment (Check only one.): | is a restatement. | |
| adds new holdings entries. |
| Institutional Investment Manager Filing this Report: | |
| Name: | PERSONAL CFO SOLUTIONS, LLC |
| Address: | 384 MAIN STREET |
| CHESTER, NJ 07930 | |
| Form 13F File Number: | 028-19618 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
| Person Signing this Report on Behalf of Reporting Manager: | ||
| Name: | Justin Dausch | |
| Title: | Chief Compliance Officer | |
| Phone: | 7817716032 | |
| Signature, Place, and Date of Signing: | ||
| Justin Dausch | West Chester, PA | 11-14-2024 |
| [Signature] | [City, State] | [Date] |
| Report Type (Check only one.): | |
| X | 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |
| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
| Form 13F Summary Page | |
| Report Summary: | |
| Number of Other Included Managers: | 70 |
| Form 13F Information Table Entry Total: | 561 |
| Form 13F Information Table Value Total: | 715,733,366 |
| (thousands) | |
| List of Other Included Managers: | ||
| Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. | ||
| [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] | ||
| No. | Form 13F File Number | Name |
| 1 | AllianceBernstein LP | |
| 2 | Advisory Research Inc | |
| 3 | AEW Capital Management LP | |
| 4 | Fred Alger Management LLC | |
| 6 | AMI Asset Management Corp | |
| 7 | Aristotle Capital Management LLC | |
| 8 | AthenaInvest Advisors LLC | |
| 9 | Atlanta Capital | |
| 10 | Beaumont Financial Partners LLC | |
| 11 | Berkshire Asset Management LLC | |
| 12 | BMO Asset Management Corp | |
| 13 | Regeneron 401k | |
| 14 | Brookmont Capital Management LLC | |
| 16 | Cambiar Investors LLC | |
| 17 | Capital Group Companies Inc. | |
| 18 | Carrick Lane | |
| 19 | Causeway Capital Management LLC | |
| 20 | Clark Capital Management Group LLC | |
| 21 | Legg Mason Private Portfolio Group, LLC | |
| 22 | Cohen & Steers Capital Management Inc | |
| 23 | Columbia Management Investment Advisers LLC | |
| 24 | Congress Asset Management Company | |
| 26 | Copeland Capital Management LLC | |
| 27 | Macquarie Invesment Management Business Trust | |
| 28 | Diamond Hill Capital Management Inc | |
| 30 | Dorsey, Wright & Associates LLC | |
| 31 | DSM Capital Partners LLC | |
| 32 | Earnest Partners LLC | |
| 33 | FIRST TRUST ADVISORS LP | |
| 34 | Granite Investment Partners LLC | |
| 38 | GW&K Investment Management LLC | |
| 39 | Gyroscope Capital Management Group LLC | |
| 40 | Harding Loevner LP | |
| 43 | Henry James International Management Inc. | |
| 44 | Hillman Capital Management, Inc. | |
| 45 | Invesco Advisers Inc | |
| 46 | JP Morgan | |
| 47 | Lazard Asset Management LLC | |
| 48 | Leading Edge Financial | |
| 49 | Loomis Sayles & CO LP | |
| 50 | Miller Howard Investments Inc | |
| 53 | Mondrian Investment Partners LTD | |
| 54 | Montrusco Bolton Investments Inc. | |
| 55 | Montrusco Bolton Investments Inc. Neuberger Berman Investment Advisers LLC | |
| 56 | Montrusco Bolton Investments Inc. Neuberger Berman Investment Advisers LLC Newfound Research LLC | |
| 58 | Parametric Portfolio Associates LLC | |
| 59 | Parnassus Investments | |
| 63 | Peregrine Capital Management LLC | |
| 64 | Polaris Wealth Advisory Group, LLC | |
| 65 | Polen Capital Management LLC | |
| 66 | Principal Global Investors | |
| 67 | Goldman Sachs Asset Management LP | |
| 68 | Schaffer Cullen | |
| 70 | Smead Capital Management, Inc. | |
| 71 | SouthernSun Asset Management LLC | |
| 73 | Goldman Sachs Asset Management LP | |
| 74 | Sustainable Growth Advisers, LP | |
| 75 | London Co of Virginia | |
| 76 | Thornburg | |
| 77 | Thompson, Siegel & Walmsley LLC | |
| 78 | Donoghue Forlines LLC | |
| 79 | Wakefield Asset Management LLLP | |
| 80 | WCM Investment Management LLC | |
| 81 | Redwood Investments LLC | |
| 82 | ARK Investment Management LLC | |
| 83 | Adviser Investment LLC | |
| 84 | Bahl & Gaynor Inc. | |
| 85 | Barrow Hanley | |
| 86 | Stonebridge Advisors llc | |
| 87 | Eaton Vance |