Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS LLC | 02-12-2024 | 12-31-2023 | 511 | 577,611,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 151 | $1,055,466 | 26,164 | 0.00 | 0.00 | 5,917 | 29.22 | 12-31-2023 |
| SOUTHERN CO | COM | 152 | $1,047,727 | 14,941 | 0.00 | 0.00 | 47 | 0.32 | 12-31-2023 |
| D R HORTON INC | COM | 153 | $1,035,626 | 6,814 | 0.00 | 0.00 | 4,729 | 226.81 | 12-31-2023 |
| WALMART INC | COM | 154 | $1,023,451 | 6,491 | 0.00 | 0.00 | 545 | 9.17 | 12-31-2023 |
