Personal-Cfo-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "ARES",
  "FSV",
  "HLNE",
  "GTES",
  "ACAD",
  null,
  "SNDR",
  "TROW",
  "NLY",
  "ENTG",
  "RBC",
  "FTI",
  "RBA.TO",
  "SNOW",
  "LBRT",
  "NXRT",
  "ACN",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "AEG",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "AYI",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "KMX",
  "CP.TO",
  "BMA",
  "SAN",
  "WRB",
  "BSX",
  "CCI",
  "COF",
  "DUK",
  "D",
  "ERJ",
  "EHC",
  null,
  "RL",
  "EOG",
  "SXI",
  "QFIN",
  "UMH",
  "EXPE",
  "EXPD",
  "UNF",
  "TIGR",
  "UTZ",
  "ADPT",
  "GD",
  null,
  "GILD",
  "GIS",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "AGM",
  "LEN",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "PAM",
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "ENSG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "AESI",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "FCNCA",
  "GE",
  "HXL",
  "HMY",
  "INCY",
  "HES",
  "NVS",
  "TEVA",
  "NU",
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "ADM",
  "BX",
  "AMP",
  "ANSS",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IJK",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "SPGI",
  "RELX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  null,
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UPS",
  "MET",
  "PSMT",
  "RCL",
  "HOMB",
  "SCHW",
  "MNST",
  "POR",
  "ALC",
  "LKQ",
  "SBAC",
  "EME",
  "LYG",
  "TTE",
  "GDDY",
  "SNY",
  "TSM",
  "IT",
  "GSK",
  null,
  "RMD",
  null,
  "VTR",
  null,
  "DD",
  "VRTX",
  null,
  "K",
  "TT",
  "VNET",
  "GGAL",
  "MTDR",
  "PRGO",
  "MUSA",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "THC",
  "GM",
  "APTV",
  "ACGL",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "EL",
  "FI",
  "DRI",
  "DOV",
  "TAP",
  "F",
  "GNRC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "WCN",
  "EFX",
  "AEP",
  "IPG",
  "IFF",
  "LKFN",
  "KC",
  "KT",
  "BIPC",
  "LSTR",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  "LMAT",
  "HII",
  "AL",
  "ELS",
  "HDB",
  "RGA",
  null,
  "VEU",
  "USB",
  "VUG",
  "VLO",
  "VMI",
  "VRNA",
  "VEEV",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WU",
  "WFC",
  "WELL",
  "WING",
  "WTW",
  "WMB",
  "WT",
  null,
  "WH",
  "XEL",
  "WDAY",
  "YPF",
  "YUM",
  "XYL",
  "EXPI",
  "DTE",
  "POWI",
  "GRMN",
  "NXST",
  "NOG",
  "CNQ",
  "SCHD",
  "ET",
  "BIIB",
  "CHKP",
  "SCHG",
  "MSCI",
  "NSC",
  "JCI",
  "NXPI",
  "HST",
  "MFC",
  "SO",
  "USPH",
  "UFPI",
  "OTIS",
  "ROL",
  "CRM",
  "TDY",
  "PSO",
  "SPOT",
  "LYV",
  null,
  "TNL",
  "UHS",
  "GEV",
  "MELI",
  "OLED",
  "ZBH",
  "MCK",
  "NTAP",
  "PSA",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "STE",
  "KMB",
  "ADP",
  "AVA",
  "BAC",
  "BBVA",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BCRX",
  "BA",
  "BAH",
  "BWA",
  "BMY",
  "BTI",
  "BF-B",
  "BR",
  "BG",
  "CBT",
  "BWXT",
  "CPB",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
  "CASY",
  "CF",
  "CPK",
  "CHE",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "NET",
  "C",
  "YOU",
  "CME",
  "KO",
  "CGNX",
  "CNS",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CNXC",
  "STZ",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRAI",
  "CRWD",
  "CVS",
  "CCK",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  "DXCM",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "TRNO",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 448
Total Value: 492527198
Accession Number: 0001677501-25-000006
Form Type: 13F-HR
CIK: personal-cfo-solutions
Manager Name: Personal-Cfo-Solutions

Data Enrichment

95% identified

424 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

448 positions • $492.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Chubb Ltd

CB|H1467J104

Shares:193.6K

Value:$58.5M

% of Portfolio:11.9% ($58.5M/$492.5M)

Apple Inc.

AAPL|037833100

Shares:109.2K

Value:$24.3M

% of Portfolio:4.9% ($24.3M/$492.5M)

AMAZON COM INC

AMZN|023135106

Shares:64.9K

Value:$12.3M

% of Portfolio:2.5% ($12.3M/$492.5M)

MICROSOFT CORP

MSFT|594918104

Shares:31.8K

Value:$12.0M

% of Portfolio:2.4% ($12.0M/$492.5M)

74347R842

Shares:339.4K

Value:$11.3M

% of Portfolio:2.3% ($11.3M/$492.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:57.2K

Value:$8.8M

% of Portfolio:1.8% ($8.8M/$492.5M)

316092501

Shares:111.1K

Value:$7.7M

% of Portfolio:1.6% ($7.7M/$492.5M)

ITT INC.

ITT|45073V108

Shares:59.3K

Value:$7.7M

% of Portfolio:1.6% ($7.7M/$492.5M)

NVIDIA CORP

NVDA|67066G104

Shares:61.5K

Value:$6.7M

% of Portfolio:1.4% ($6.7M/$492.5M)

Alphabet Inc.

GOOG|02079K107

Shares:40.0K

Value:$6.2M

% of Portfolio:1.3% ($6.2M/$492.5M)

808524797

SCHD|808524797

Shares:204.0K

Value:$5.7M

% of Portfolio:1.2% ($5.7M/$492.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.2K

Value:$5.4M

% of Portfolio:1.1% ($5.4M/$492.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.4K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$492.5M)

VISA INC.

V|92826C839

Shares:14.1K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$492.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:53.8K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$492.5M)

Mastercard Inc

MA|57636Q104

Shares:7.6K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$492.5M)

464288513

Shares:50.1K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$492.5M)

46434V456

Shares:94.3K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$492.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:12.2K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$492.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:29.3K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Chubb Ltd(CBcusipH1467J104)	193.6K	QoQ -0.10% (-198) YoY +14.36% (+24.3K)	All Managers (Combined)	$58.5M	11.9% ($58.5M/$492.5M)	QoQ +9.18% (-$4.9M) YoY +33.28% (+$14.6M)
Apple Inc.(AAPLcusip037833100)	109.2K	QoQ -0.34% (-375) YoY +26.81% (+23.1K)	All Managers (Combined)	$24.3M	4.9% ($24.3M/$492.5M)	QoQ -11.60% (-$3.2M) YoY +64.26% (+$9.5M)
AMAZON COM INC(AMZNcusip023135106)	64.9K	QoQ -3.68% (-2.5K) YoY -10.50% (-7.6K)	All Managers (Combined)	$12.3M	2.5% ($12.3M/$492.5M)	QoQ -16.47% (-$2.4M) YoY -5.60% (-$732.6K)
MICROSOFT CORP(MSFTcusip594918104)	31.8K	QoQ +3.10% (-959) YoY +1.96% (-614)	All Managers (Combined)	$12.0M	2.4% ($12.0M/$492.5M)	QoQ -8.17% (-$1.1M) YoY -9.02% (-$1.2M)
(cusip74347R842)✕	339.4K	QoQ -7.10% (-26.0K) YoY NEW(+339.4K)	All Managers (Combined)	$11.3M	2.3% ($11.3M/$492.5M)	QoQ -25.77% (-$3.9M) YoY NEW(+$11.3M)
Alphabet Inc.(GOOGLcusip02079K305)	57.2K	QoQ +1.66% (-935) YoY -2.57% (-1.5K)	All Managers (Combined)	$8.8M	1.8% ($8.8M/$492.5M)	QoQ -16.94% (-$1.8M) YoY -0.18% (-$16.2K)
(cusip316092501)✕	111.1K	QoQ NEW(+111.1K) YoY NEW(+111.1K)	All Managers (Combined)	$7.7M	1.6% ($7.7M/$492.5M)	QoQ NEW(+$7.7M) YoY NEW(+$7.7M)
ITT INC.(ITTcusip45073V108)	59.3K	QoQ -0.29% (-174) YoY -0.40% (-239)	All Managers (Combined)	$7.7M	1.6% ($7.7M/$492.5M)	QoQ -9.86% (-$838.6K) YoY -5.43% (-$440.0K)
NVIDIA CORP(NVDAcusip67066G104)	61.5K	QoQ +12.84% (-7.0K) YoY +1090.23% (+56.4K)	All Managers (Combined)	$6.7M	1.4% ($6.7M/$492.5M)	QoQ -8.92% (-$653.7K) YoY +42.74% (+$2.0M)
Alphabet Inc.(GOOGcusip02079K107)	40.0K	QoQ -4.39% (-1.8K) YoY -6.72% (-2.9K)	All Managers (Combined)	$6.2M	1.3% ($6.2M/$492.5M)	QoQ -21.57% (-$1.7M) YoY -4.29% (-$279.8K)
(SCHDcusip808524797)	204.0K	QoQ +1.66% (+3.3K) YoY +247.12% (+145.2K)	All Managers (Combined)	$5.7M	1.2% ($5.7M/$492.5M)	QoQ +4.05% (+$222.1K) YoY +20.37% (+$965.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.2K	QoQ +2.27% (+227) YoY +9.68% (+900)	All Managers (Combined)	$5.4M	1.1% ($5.4M/$492.5M)	QoQ +20.16% (+$910.9K) YoY +38.90% (+$1.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.4K	QoQ +5.29% (+472) YoY +19.10% (+1.5K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$492.5M)	QoQ +0.50% (+$26.4K) YoY +27.37% (+$1.1M)
VISA INC.(Vcusip92826C839)	14.1K	QoQ +3.19% (+437) YoY -0.79% (-113)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$492.5M)	QoQ +14.42% (+$624.3K) YoY +24.57% (-$976.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	53.8K	QoQ -0.74% (-406) YoY +7.97% (-4.0K)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$492.5M)	QoQ -10.44% (-$563.5K) YoY -26.54% (-$1.7M)
Mastercard Inc(MAcusip57636Q104)	7.6K	QoQ +0.55% (+42) YoY -1.17% (-90)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$492.5M)	QoQ +4.66% (+$185.3K) YoY +12.47% (-$461.5K)
(cusip464288513)✕	50.1K	QoQ +5.54% (+2.6K) YoY -4.25% (-2.2K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$492.5M)	QoQ +5.86% (+$218.7K) YoY -2.82% (-$114.7K)
(cusip46434V456)✕	94.3K	QoQ -25.56% (-32.4K) YoY +19.56% (+15.4K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$492.5M)	QoQ -20.41% (-$960.1K) YoY +19.65% (+$614.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	12.2K	QoQ +0.13% (+16) YoY +6.35% (+727)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$492.5M)	QoQ +19.16% (+$563.4K) YoY +48.96% (+$1.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	29.3K	QoQ +5.53% (+1.5K) YoY +0.72% (+212)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$492.5M)	QoQ +16.67% (+$497.3K) YoY +3.05% (+$103.2K)