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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GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.1K

Value:$459.3K

% of Portfolio:0.1% ($459.3K/$492.5M)

INCYTE CORP

INCY|45337C102

Shares:7.6K

Value:$457.9K

% of Portfolio:0.1% ($457.9K/$492.5M)

ENBRIDGE INC

ENB|29250N105

Shares:10.3K

Value:$457.4K

% of Portfolio:0.1% ($457.4K/$492.5M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.0K

Value:$453.4K

% of Portfolio:0.1% ($453.4K/$492.5M)

Trane Technologies plc

TT|G8994E103

Shares:1.3K

Value:$453.2K

% of Portfolio:0.1% ($453.2K/$492.5M)

Constellation Energy Corp

CEG|21037T109

Shares:2.2K

Value:$452.6K

% of Portfolio:0.1% ($452.6K/$492.5M)

GE Vernova Inc.

GEV|36828A101

Shares:1.5K

Value:$449.2K

% of Portfolio:0.1% ($449.2K/$492.5M)

Arista Networks, Inc.

ANET|040413205

Shares:5.8K

Value:$447.7K

% of Portfolio:0.1% ($447.7K/$492.5M)

ANSYS INC

ANSS|03662Q105

Shares:1.4K

Value:$446.4K

% of Portfolio:0.1% ($446.4K/$492.5M)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.6K

Value:$445.3K

% of Portfolio:0.1% ($445.3K/$492.5M)

464287176

Shares:4.0K

Value:$444.9K

% of Portfolio:0.1% ($444.9K/$492.5M)

DIAGEO PLC

DEO|25243Q205

Shares:4.2K

Value:$443.7K

% of Portfolio:0.1% ($443.7K/$492.5M)

NRG ENERGY, INC.

NRG|629377508

Shares:4.6K

Value:$439.6K

% of Portfolio:0.1% ($439.6K/$492.5M)

BARCLAYS PLC

BCS|06738E204

Shares:28.4K

Value:$436.3K

% of Portfolio:0.1% ($436.3K/$492.5M)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:3.4K

Value:$435.6K

% of Portfolio:0.1% ($435.6K/$492.5M)

ATMOS ENERGY CORP

ATO|049560105

Shares:2.8K

Value:$434.7K

% of Portfolio:0.1% ($434.7K/$492.5M)

VALMONT INDUSTRIES INC

VMI|920253101

Shares:1.5K

Value:$433.0K

% of Portfolio:0.1% ($433.0K/$492.5M)

STANDEX INTERNATIONAL CORP/DE/

SXI|854231107

Shares:2.7K

Value:$433.0K

% of Portfolio:0.1% ($433.0K/$492.5M)

ALCON INC

ALC|H01301128

Shares:4.5K

Value:$431.1K

% of Portfolio:0.1% ($431.1K/$492.5M)

3M CO

MMM|88579Y101

Shares:2.9K

Value:$431.0K

% of Portfolio:0.1% ($431.0K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.1K	QoQ +82.82% (+1.9K) YoY +31.63% (+985)	All Managers (Combined)	$459.3K	0.1% ($459.3K/$492.5M)	QoQ +121.77% (+$252.2K) YoY +101.32% (+$231.2K)
INCYTE CORP(INCYcusip45337C102)	7.6K	QoQ +0.13% (-10) YoY -0.15% (-12)	All Managers (Combined)	$457.9K	0.1% ($457.9K/$492.5M)	QoQ -12.21% (-$63.7K) YoY +6.11% (-$26.4K)
ENBRIDGE INC(ENBcusip29250N105)	10.3K	QoQ -8.79% (-995) YoY NEW(+10.3K)	All Managers (Combined)	$457.4K	0.1% ($457.4K/$492.5M)	QoQ -4.74% (-$22.8K) YoY NEW(+$457.4K)
WELLTOWER INC.(WELLcusip95040Q104)	3.0K	QoQ -7.12% (-227) YoY -25.61% (-1.0K)	All Managers (Combined)	$453.4K	0.1% ($453.4K/$492.5M)	QoQ +12.90% (-$51.8K) YoY +21.97% (-$81.7K)
Trane Technologies plc(TTcusipG8994E103)	1.3K	QoQ +16.65% (+192) YoY +19.23% (+217)	All Managers (Combined)	$453.2K	0.1% ($453.2K/$492.5M)	QoQ +6.43% (+$27.4K) YoY +33.78% (+$114.5K)
Constellation Energy Corp(CEGcusip21037T109)	2.2K	QoQ -1.70% (-39) YoY -20.22% (-569)	All Managers (Combined)	$452.6K	0.1% ($452.6K/$492.5M)	QoQ -11.40% (-$58.3K) YoY -12.99% (-$67.6K)
GE Vernova Inc.(GEVcusip36828A101)	1.5K	QoQ -2.64% (-40) YoY NEW(+1.5K)	All Managers (Combined)	$449.2K	0.1% ($449.2K/$492.5M)	QoQ -9.62% (-$47.9K) YoY NEW(+$449.2K)
Arista Networks, Inc.(ANETcusip040413205)	5.8K	QoQ +28.22% (-1.3K) YoY NEW(+5.8K)	All Managers (Combined)	$447.7K	0.1% ($447.7K/$492.5M)	QoQ -10.11% (-$50.4K) YoY NEW(+$447.7K)
ANSYS INC(ANSScusip03662Q105)	1.4K	QoQ +2.76% (-38) YoY +2.76% (-38)	All Managers (Combined)	$446.4K	0.1% ($446.4K/$492.5M)	QoQ -3.55% (-$16.5K) YoY -6.28% (-$30.0K)
Mondelez International, Inc.(MDLZcusip609207105)	6.6K	QoQ +10.04% (+599) YoY -3.72% (-254)	All Managers (Combined)	$445.3K	0.1% ($445.3K/$492.5M)	QoQ +24.99% (+$89.0K) YoY -6.68% (-$31.9K)
(cusip464287176)✕	4.0K	QoQ +9.99% (+364) YoY NEW(+4.0K)	All Managers (Combined)	$444.9K	0.1% ($444.9K/$492.5M)	QoQ +14.68% (+$57.0K) YoY NEW(+$444.9K)
DIAGEO PLC(DEOcusip25243Q205)	4.2K	QoQ -0.98% (-42) YoY +201.99% (+2.8K)	All Managers (Combined)	$443.7K	0.1% ($443.7K/$492.5M)	QoQ -18.38% (-$99.9K) YoY +112.64% (+$235.0K)
NRG ENERGY, INC.(NRGcusip629377508)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$439.6K	0.1% ($439.6K/$492.5M)	QoQ NEW(+$439.6K) YoY NEW(+$439.6K)
BARCLAYS PLC(BCScusip06738E204)	28.4K	QoQ -10.86% (-3.5K) YoY +81.74% (+12.8K)	All Managers (Combined)	$436.3K	0.1% ($436.3K/$492.5M)	QoQ +3.01% (-$12.8K) YoY +195.40% (+$288.6K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	3.4K	QoQ -8.08% (-296) YoY -28.94% (-1.4K)	All Managers (Combined)	$435.6K	0.1% ($435.6K/$492.5M)	QoQ -10.47% (-$51.0K) YoY -26.10% (-$153.9K)
ATMOS ENERGY CORP(ATOcusip049560105)	2.8K	QoQ +3.00% (+82) YoY +1.04% (+29)	All Managers (Combined)	$434.7K	0.1% ($434.7K/$492.5M)	QoQ +14.33% (+$54.5K) YoY +31.37% (+$103.8K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	1.5K	QoQ -3.98% (-63) YoY +45.02% (+471)	All Managers (Combined)	$433.0K	0.1% ($433.0K/$492.5M)	QoQ -10.65% (-$51.6K) YoY +81.32% (+$194.2K)
STANDEX INTERNATIONAL CORP/DE/(SXIcusip854231107)	2.7K	QoQ +5.67% (-144) YoY -12.60% (-387)	All Managers (Combined)	$433.0K	0.1% ($433.0K/$492.5M)	QoQ -8.78% (-$41.7K) YoY -22.60% (-$126.4K)
ALCON INC(ALCcusipH01301128)	4.5K	QoQ -6.50% (-316) YoY NEW(+4.5K)	All Managers (Combined)	$431.1K	0.1% ($431.1K/$492.5M)	QoQ +4.55% (-$18.8K) YoY NEW(+$431.1K)
3M CO(MMMcusip88579Y101)	2.9K	QoQ +3.09% (+88) YoY -32.31% (-1.4K)	All Managers (Combined)	$431.0K	0.1% ($431.0K/$492.5M)	QoQ +17.28% (+$63.5K) YoY -6.29% (-$29.0K)