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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Voya Financial, Inc.

VOYA|929089100

Shares:8.0K

Value:$544.4K

% of Portfolio:0.1% ($544.4K/$492.5M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:11.1K

Value:$536.6K

% of Portfolio:0.1% ($536.6K/$492.5M)

Eaton Corp plc

ETN|G29183103

Shares:2.0K

Value:$533.7K

% of Portfolio:0.1% ($533.7K/$492.5M)

Bunge Global SA

BG|H11356104

Shares:6.9K

Value:$529.1K

% of Portfolio:0.1% ($529.1K/$492.5M)

464288885

EFG|464288885

Shares:5.3K

Value:$528.9K

% of Portfolio:0.1% ($528.9K/$492.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.7K

Value:$527.9K

% of Portfolio:0.1% ($527.9K/$492.5M)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:36.8K

Value:$523.1K

% of Portfolio:0.1% ($523.1K/$492.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.2K

Value:$521.1K

% of Portfolio:0.1% ($521.1K/$492.5M)

AppLovin Corp

APP|03831W108

Shares:2.0K

Value:$519.0K

% of Portfolio:0.1% ($519.0K/$492.5M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.5K

Value:$513.8K

% of Portfolio:0.1% ($513.8K/$492.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.5K

Value:$513.3K

% of Portfolio:0.1% ($513.3K/$492.5M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:6.8K

Value:$507.8K

% of Portfolio:0.1% ($507.8K/$492.5M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.0K

Value:$505.0K

% of Portfolio:0.1% ($505.0K/$492.5M)

BP PLC

BP|055622104

Shares:14.8K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$492.5M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:2.2K

Value:$491.3K

% of Portfolio:0.1% ($491.3K/$492.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.8K

Value:$485.5K

% of Portfolio:0.1% ($485.5K/$492.5M)

GSK plc

GSK|37733W204

Shares:12.4K

Value:$479.5K

% of Portfolio:0.1% ($479.5K/$492.5M)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:62.2K

Value:$466.4K

% of Portfolio:0.1% ($466.4K/$492.5M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:43.4K

Value:$465.5K

% of Portfolio:0.1% ($465.5K/$492.5M)

Hamilton Lane INC

HLNE|407497106

Shares:3.1K

Value:$464.9K

% of Portfolio:0.1% ($464.9K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Voya Financial, Inc.(VOYAcusip929089100)	8.0K	QoQ +0.01% (-1) YoY NEW(+8.0K)	All Managers (Combined)	$544.4K	0.1% ($544.4K/$492.5M)	QoQ -1.54% (-$8.5K) YoY NEW(+$544.4K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	11.1K	QoQ -17.58% (-2.4K) YoY +79.48% (-4.9K)	All Managers (Combined)	$536.6K	0.1% ($536.6K/$492.5M)	QoQ -30.43% (-$234.7K) YoY -3.16% (-$17.5K)
Eaton Corp plc(ETNcusipG29183103)	2.0K	QoQ +10.59% (-188) YoY +5.02% (-94)	All Managers (Combined)	$533.7K	0.1% ($533.7K/$492.5M)	QoQ -9.40% (-$55.4K) YoY -8.69% (-$50.8K)
Bunge Global SA(BGcusipH11356104)	6.9K	QoQ -2.23% (-158) YoY NEW(+6.9K)	All Managers (Combined)	$529.1K	0.1% ($529.1K/$492.5M)	QoQ -3.91% (-$21.5K) YoY NEW(+$529.1K)
(EFGcusip464288885)	5.3K	QoQ NEW(+5.3K) YoY +124.87% (+2.9K)	All Managers (Combined)	$528.9K	0.1% ($528.9K/$492.5M)	QoQ NEW(+$528.9K) YoY +116.59% (+$284.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.7K	QoQ +4.72% (+78) YoY -13.20% (-263)	All Managers (Combined)	$527.9K	0.1% ($527.9K/$492.5M)	QoQ +9.31% (+$45.0K) YoY +6.14% (-$30.6K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	36.8K	QoQ -1.81% (-679) YoY NEW(+36.8K)	All Managers (Combined)	$523.1K	0.1% ($523.1K/$492.5M)	QoQ -20.36% (-$133.7K) YoY NEW(+$523.1K)
UNION PACIFIC CORP(UNPcusip907818108)	2.2K	QoQ +6.31% (+131) YoY +9.31% (+188)	All Managers (Combined)	$521.1K	0.1% ($521.1K/$492.5M)	QoQ +10.10% (+$47.8K) YoY +4.99% (+$24.8K)
AppLovin Corp(APPcusip03831W108)	2.0K	QoQ -12.07% (-269) YoY NEW(+2.0K)	All Managers (Combined)	$519.0K	0.1% ($519.0K/$492.5M)	QoQ -28.08% (-$202.7K) YoY NEW(+$519.0K)
ANALOG DEVICES INC(ADIcusip032654105)	2.5K	QoQ +3.11% (-77) YoY -1.69% (-44)	All Managers (Combined)	$513.8K	0.1% ($513.8K/$492.5M)	QoQ -2.13% (-$11.2K) YoY +0.20% (-$1.0K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.5K	QoQ +2.89% (+41) YoY +40.67% (+421)	All Managers (Combined)	$513.3K	0.1% ($513.3K/$492.5M)	QoQ +5.98% (+$29.0K) YoY +54.70% (+$181.5K)
DuPont de Nemours, Inc.(DDcusip26614N102)	6.8K	QoQ -0.13% (-9) YoY +1.90% (-127)	All Managers (Combined)	$507.8K	0.1% ($507.8K/$492.5M)	QoQ -2.19% (-$11.4K) YoY -0.75% (-$3.9K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.0K	QoQ +12.13% (+323) YoY +12.13% (+323)	All Managers (Combined)	$505.0K	0.1% ($505.0K/$492.5M)	QoQ +25.76% (+$103.5K) YoY +42.49% (+$150.6K)
BP PLC(BPcusip055622104)	14.8K	QoQ -0.11% (-17) YoY +2.93% (-423)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$492.5M)	QoQ +14.17% (-$62.3K) YoY -7.69% (-$41.8K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	2.2K	QoQ -3.91% (-91) YoY +1.50% (+33)	All Managers (Combined)	$491.3K	0.1% ($491.3K/$492.5M)	QoQ +3.73% (-$17.7K) YoY +3.02% (+$14.4K)
T-Mobile US, Inc.(TMUScusip872590104)	1.8K	QoQ +14.97% (+237) YoY NEW(+1.8K)	All Managers (Combined)	$485.5K	0.1% ($485.5K/$492.5M)	QoQ +38.94% (+$136.1K) YoY NEW(+$485.5K)
GSK plc(GSKcusip37733W204)	12.4K	QoQ +5.56% (+653) YoY +17.68% (+1.9K)	All Managers (Combined)	$479.5K	0.1% ($479.5K/$492.5M)	QoQ +20.92% (+$83.0K) YoY +6.34% (+$28.6K)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	62.2K	QoQ +1.09% (+672) YoY -6.80% (-4.5K)	All Managers (Combined)	$466.4K	0.1% ($466.4K/$492.5M)	QoQ +0.82% (+$3.8K) YoY +37.58% (-$127.4K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	43.4K	QoQ +1.04% (+449) YoY +30.22% (+10.1K)	All Managers (Combined)	$465.5K	0.1% ($465.5K/$492.5M)	QoQ +2.57% (+$11.7K) YoY +60.05% (+$174.7K)
Hamilton Lane INC(HLNEcusip407497106)	3.1K	QoQ -5.18% (-171) YoY -19.44% (-755)	All Managers (Combined)	$464.9K	0.1% ($464.9K/$492.5M)	QoQ -4.77% (-$23.3K) YoY +6.18% (-$27.1K)