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

Page 13 of 23

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Nu Holdings Ltd.

NU|G6683N103

Shares:42.1K

Value:$430.9K

% of Portfolio:0.1% ($430.9K/$492.5M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.1K

Value:$430.3K

% of Portfolio:0.1% ($430.3K/$492.5M)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:31.3K

Value:$426.6K

% of Portfolio:0.1% ($426.6K/$492.5M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:13.8K

Value:$425.4K

% of Portfolio:0.1% ($425.4K/$492.5M)

XCEL ENERGY INC

XEL|98389B100

Shares:6.0K

Value:$425.0K

% of Portfolio:0.1% ($425.0K/$492.5M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.5K

Value:$422.8K

% of Portfolio:0.1% ($422.8K/$492.5M)

U S PHYSICAL THERAPY INC /NV

USPH|90337L108

Shares:5.8K

Value:$418.9K

% of Portfolio:0.1% ($418.9K/$492.5M)

RELX PLC

RELX|759530108

Shares:8.3K

Value:$417.5K

% of Portfolio:0.1% ($417.5K/$492.5M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:6.8K

Value:$417.4K

% of Portfolio:0.1% ($417.4K/$492.5M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:838

Value:$417.3K

% of Portfolio:0.1% ($417.3K/$492.5M)

WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

Shares:4.4K

Value:$398.3K

% of Portfolio:0.1% ($398.3K/$492.5M)

Travel & Leisure Co.

TNL|894164102

Shares:8.6K

Value:$398.0K

% of Portfolio:0.1% ($398.0K/$492.5M)

EMBRAER S.A.

ERJ|29082A107

Shares:8.6K

Value:$396.5K

% of Portfolio:0.1% ($396.5K/$492.5M)

GRUPO FINANCIERO GALICIA SA

GGAL|399909100

Shares:7.2K

Value:$394.5K

% of Portfolio:0.1% ($394.5K/$492.5M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:2.9K

Value:$393.3K

% of Portfolio:0.1% ($393.3K/$492.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.7K

Value:$391.4K

% of Portfolio:0.1% ($391.4K/$492.5M)

Verona Pharma plc

VRNA|925050106

Shares:6.1K

Value:$384.5K

% of Portfolio:0.1% ($384.5K/$492.5M)

NUCOR CORP

NUE|670346105

Shares:3.2K

Value:$381.3K

% of Portfolio:0.1% ($381.3K/$492.5M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:779

Value:$379.2K

% of Portfolio:0.1% ($379.2K/$492.5M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:3.3K

Value:$378.7K

% of Portfolio:0.1% ($378.7K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nu Holdings Ltd.(NUcusipG6683N103)	42.1K	QoQ -19.10% (-9.9K) YoY -31.12% (-19.0K)	All Managers (Combined)	$430.9K	0.1% ($430.9K/$492.5M)	QoQ -20.04% (-$108.0K) YoY -40.88% (-$298.0K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.1K	QoQ +7.70% (+147) YoY +11.73% (+216)	All Managers (Combined)	$430.3K	0.1% ($430.3K/$492.5M)	QoQ +7.20% (+$28.9K) YoY +9.67% (+$38.0K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	31.3K	QoQ -14.63% (-5.4K) YoY -5.44% (-1.8K)	All Managers (Combined)	$426.6K	0.1% ($426.6K/$492.5M)	QoQ +19.61% (-$69.9K) YoY +8.77% (-$34.4K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	13.8K	QoQ -15.19% (-2.5K) YoY +56.64% (-5.0K)	All Managers (Combined)	$425.4K	0.1% ($425.4K/$492.5M)	QoQ -15.39% (-$77.4K) YoY -36.78% (-$247.5K)
XCEL ENERGY INC(XELcusip98389B100)	6.0K	QoQ +1.16% (+69) YoY -4.15% (-260)	All Managers (Combined)	$425.0K	0.1% ($425.0K/$492.5M)	QoQ +6.06% (+$24.3K) YoY +26.21% (-$88.3K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.5K	QoQ +1.19% (-30) YoY -69.21% (-5.7K)	All Managers (Combined)	$422.8K	0.1% ($422.8K/$492.5M)	QoQ -2.43% (-$10.5K) YoY -67.33% (-$871.4K)
U S PHYSICAL THERAPY INC /NV(USPHcusip90337L108)	5.8K	QoQ -0.37% (-22) YoY +15.84% (-792)	All Managers (Combined)	$418.9K	0.1% ($418.9K/$492.5M)	QoQ -18.73% (-$96.6K) YoY -25.72% (-$145.1K)
RELX PLC(RELXcusip759530108)	8.3K	QoQ -2.65% (-226) YoY -3.37% (-289)	All Managers (Combined)	$417.5K	0.1% ($417.5K/$492.5M)	QoQ +8.03% (-$31.1K) YoY +12.51% (-$46.5K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	6.8K	QoQ +9.79% (+605) YoY +20.68% (+1.2K)	All Managers (Combined)	$417.4K	0.1% ($417.4K/$492.5M)	QoQ +34.99% (+$108.2K) YoY +22.22% (+$75.9K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	838	QoQ +0.47% (+4) YoY -3.00% (-26)	All Managers (Combined)	$417.3K	0.1% ($417.3K/$492.5M)	QoQ +7.74% (+$30.0K) YoY +12.44% (-$46.2K)
WYNDHAM HOTELS & RESORTS, INC.(WHcusip98311A105)	4.4K	QoQ -3.86% (-177) YoY +39.71% (+1.3K)	All Managers (Combined)	$398.3K	0.1% ($398.3K/$492.5M)	QoQ -13.66% (-$63.0K) YoY +64.76% (+$156.6K)
Travel & Leisure Co.(TNLcusip894164102)	8.6K	QoQ -11.67% (-1.1K) YoY -20.61% (-2.2K)	All Managers (Combined)	$398.0K	0.1% ($398.0K/$492.5M)	QoQ -18.94% (-$93.0K) YoY -24.94% (-$132.2K)
EMBRAER S.A.(ERJcusip29082A107)	8.6K	QoQ -3.57% (-318) YoY +1.48% (+126)	All Managers (Combined)	$396.5K	0.1% ($396.5K/$492.5M)	QoQ +21.45% (-$70.0K) YoY +76.00% (+$171.2K)
GRUPO FINANCIERO GALICIA SA(GGALcusip399909100)	7.2K	QoQ -2.51% (-187) YoY NEW(+7.2K)	All Managers (Combined)	$394.5K	0.1% ($394.5K/$492.5M)	QoQ -14.79% (-$68.5K) YoY NEW(+$394.5K)
Leidos Holdings, Inc.(LDOScusip525327102)	2.9K	QoQ +62.03% (+1.1K) YoY NEW(+2.9K)	All Managers (Combined)	$393.3K	0.1% ($393.3K/$492.5M)	QoQ +51.76% (+$134.2K) YoY NEW(+$393.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.7K	QoQ -1.39% (-24) YoY +9.16% (+142)	All Managers (Combined)	$391.4K	0.1% ($391.4K/$492.5M)	QoQ +13.07% (-$45.3K) YoY +18.51% (+$61.1K)
Verona Pharma plc(VRNAcusip925050106)	6.1K	QoQ -0.86% (-53) YoY NEW(+6.1K)	All Managers (Combined)	$384.5K	0.1% ($384.5K/$492.5M)	QoQ +35.52% (-$100.8K) YoY NEW(+$384.5K)
NUCOR CORP(NUEcusip670346105)	3.2K	QoQ +12.61% (+355) YoY -15.49% (-581)	All Managers (Combined)	$381.3K	0.1% ($381.3K/$492.5M)	QoQ +16.12% (+$53.0K) YoY -48.62% (-$360.8K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	779	QoQ -3.58% (-29) YoY -16.50% (-154)	All Managers (Combined)	$379.2K	0.1% ($379.2K/$492.5M)	QoQ +0.88% (-$3.3K) YoY -22.54% (-$110.4K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	3.3K	QoQ +24.57% (+660) YoY +53.98% (+1.2K)	All Managers (Combined)	$378.7K	0.1% ($378.7K/$492.5M)	QoQ +33.48% (+$95.0K) YoY +32.04% (+$91.9K)