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  Name: PERSONAL CFO SOLUTIONS LLC
  City: CHESTER
  State: NJ
  Zip: 07930
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $577,611,000
  Total Value Change : $71,638,000
  Securities Held Change : 56
   
All Securities Held : 511
  New Positions : 80
  Closed Positions : 42
  Increased Positions : 257
  Unchanged Positions : 13
  Decreased Positions : 161

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 133 - $55.24 $916,000 17,736 0.16% 101,000 0 0.002    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 244 - $0.00 $465,000 9,680 0.08% 61,000 0 0.011    N/A
   (DON)1 Year Chart         DON Wisdom Tree Trust MidCap Di... 257 - $46.58 $445,000 9,740 0.08% 46,000 0 0.013    Closed - End Fund - E...
   (ALKS)1 Year Chart         ALKS Alkermes Plc 260 - $24.05 $444,000 16,000 0.08% -4,000 0 0    Drug Delivery
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 304 - $32.09 $386,000 11,990 0.07% 48,000 0 0    Closed - End Fund - E...
   (IJUL)1 Year Chart         IJUL Innovator Msci Eafe Power B... 329 - $0.00 $351,000 12,932 0.06% 22,000 0 0.014    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 332 - $67.95 $346,000 5,402 0.06% 20,000 0 0.003    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 336 - $59.81 $342,000 1,232 0.06% 35,000 0 0    Closed - End Fund - E...
   (KNSA)1 Year Chart         KNSA Kiniksa Pharmaceuticals, Ltd. 422 - $19.53 $250,000 14,238 0.04% 3,000 0 0.043    N/A
   (TBX)1 Year Chart         TBX Proshares Short 7 10 Year T... 456 - $30.06 $225,000 7,860 0.04% -15,000 0 0    N/A
   (LWLG)1 Year Chart         LWLG Lightwave Logic Inc 508 - $3.92 $50,000 10,000 0.01% 5,000 0 0.014    N/A
   (HIVE)1 Year Chart         HIVE Hive Blockchain Technologies 509 - $2.36 $45,000 10,000 0.01% 14,000 0 0.012    N/A
   (BSGM)1 Year Chart         BSGM Biosig Technologies, Inc. 511 - $0.16 $7,000 13,955 0% 0 0 0.047    N/A
      13 Records Found
  1    
Page 1 of 1
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