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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RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:3.3K

Value:$377.8K

% of Portfolio:0.1% ($377.8K/$492.5M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:10.9K

Value:$373.6K

% of Portfolio:0.1% ($373.6K/$492.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.4K

Value:$371.6K

% of Portfolio:0.1% ($371.6K/$492.5M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.4K

Value:$368.1K

% of Portfolio:0.1% ($368.1K/$492.5M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:768

Value:$367.3K

% of Portfolio:0.1% ($367.3K/$492.5M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$362.8K

% of Portfolio:0.1% ($362.8K/$492.5M)

Shell plc

SHEL|780259305

Shares:4.9K

Value:$361.6K

% of Portfolio:0.1% ($361.6K/$492.5M)

CME GROUP INC.

CME|12572Q105

Shares:1.4K

Value:$360.2K

% of Portfolio:0.1% ($360.2K/$492.5M)

Kraft Heinz Co

KHC|500754106

Shares:11.8K

Value:$359.8K

% of Portfolio:0.1% ($359.8K/$492.5M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:827

Value:$358.8K

% of Portfolio:0.1% ($358.8K/$492.5M)

Ventas, Inc.

VTR|92276F100

Shares:5.2K

Value:$357.2K

% of Portfolio:0.1% ($357.2K/$492.5M)

CHEMED CORP

CHE|16359R103

Shares:580

Value:$357.0K

% of Portfolio:0.1% ($357.0K/$492.5M)

78468R408

Shares:14.0K

Value:$352.7K

% of Portfolio:0.1% ($352.7K/$492.5M)

464287457

Shares:4.2K

Value:$347.4K

% of Portfolio:0.1% ($347.4K/$492.5M)

YPF SOCIEDAD ANONIMA

YPF|984245100

Shares:9.9K

Value:$346.6K

% of Portfolio:0.1% ($346.6K/$492.5M)

464287242

Shares:3.2K

Value:$343.1K

% of Portfolio:0.1% ($343.1K/$492.5M)

GARMIN LTD

GRMN|H2906T109

Shares:1.6K

Value:$343.0K

% of Portfolio:0.1% ($343.0K/$492.5M)

Qifu Technology, Inc.

QFIN|88557W101

Shares:7.6K

Value:$342.0K

% of Portfolio:0.1% ($342.0K/$492.5M)

LEMAITRE VASCULAR INC

LMAT|525558201

Shares:4.0K

Value:$339.7K

% of Portfolio:0.1% ($339.7K/$492.5M)

INTEL CORP

INTC|458140100

Shares:14.9K

Value:$339.2K

% of Portfolio:0.1% ($339.2K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	3.3K	QoQ -1.29% (-43) YoY +3.74% (+118)	All Managers (Combined)	$377.8K	0.1% ($377.8K/$492.5M)	QoQ -7.23% (-$29.5K) YoY +0.87% (+$3.3K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	10.9K	QoQ +9.49% (+946) YoY +30.34% (+2.5K)	All Managers (Combined)	$373.6K	0.1% ($373.6K/$492.5M)	QoQ +28.52% (+$82.9K) YoY +4.38% (+$15.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.4K	QoQ +14.62% (-431) YoY +3.45% (-113)	All Managers (Combined)	$371.6K	0.1% ($371.6K/$492.5M)	QoQ -0.04% (-$185) YoY -23.46% (-$114.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.4K	QoQ +3.15% (+103) YoY -21.30% (-912)	All Managers (Combined)	$368.1K	0.1% ($368.1K/$492.5M)	QoQ +22.21% (+$66.9K) YoY -0.13% (-$511)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	768	QoQ -4.00% (-32) YoY -15.69% (-143)	All Managers (Combined)	$367.3K	0.1% ($367.3K/$492.5M)	QoQ -11.12% (-$46.0K) YoY -34.33% (-$192.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ -4.68% (-82) YoY +8.03% (+124)	All Managers (Combined)	$362.8K	0.1% ($362.8K/$492.5M)	QoQ +13.11% (-$42.1K) YoY +18.93% (+$57.8K)
Shell plc(SHELcusip780259305)	4.9K	QoQ +0.46% (+23) YoY -12.03% (-675)	All Managers (Combined)	$361.6K	0.1% ($361.6K/$492.5M)	QoQ +17.53% (+$53.9K) YoY -3.84% (-$14.5K)
CME GROUP INC.(CMEcusip12572Q105)	1.4K	QoQ +11.95% (+145) YoY -32.87% (-665)	All Managers (Combined)	$360.2K	0.1% ($360.2K/$492.5M)	QoQ +27.84% (+$78.4K) YoY -17.31% (-$75.4K)
Kraft Heinz Co(KHCcusip500754106)	11.8K	QoQ +13.08% (+1.4K) YoY -13.20% (-1.8K)	All Managers (Combined)	$359.8K	0.1% ($359.8K/$492.5M)	QoQ +12.04% (+$38.7K) YoY -28.42% (-$142.9K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	827	QoQ -6.02% (-53) YoY -35.99% (-465)	All Managers (Combined)	$358.8K	0.1% ($358.8K/$492.5M)	QoQ +2.94% (-$10.3K) YoY -12.82% (-$52.8K)
Ventas, Inc.(VTRcusip92276F100)	5.2K	QoQ +0.15% (+8) YoY NEW(+5.2K)	All Managers (Combined)	$357.2K	0.1% ($357.2K/$492.5M)	QoQ +16.94% (+$51.8K) YoY NEW(+$357.2K)
CHEMED CORP(CHEcusip16359R103)	580	QoQ -6.14% (-38) YoY -0.34% (-2)	All Managers (Combined)	$357.0K	0.1% ($357.0K/$492.5M)	QoQ +9.00% (-$29.5K) YoY -4.46% (-$16.7K)
(cusip78468R408)✕	14.0K	QoQ +3.14% (+427) YoY -4.15% (-607)	All Managers (Combined)	$352.7K	0.1% ($352.7K/$492.5M)	QoQ +2.77% (+$9.5K) YoY -4.38% (-$16.2K)
(cusip464287457)✕	4.2K	QoQ -12.20% (-584) YoY -74.02% (-12.0K)	All Managers (Combined)	$347.4K	0.1% ($347.4K/$492.5M)	QoQ -11.40% (-$44.7K) YoY -73.72% (-$974.6K)
YPF SOCIEDAD ANONIMA(YPFcusip984245100)	9.9K	QoQ -1.65% (-166) YoY -34.47% (-5.2K)	All Managers (Combined)	$346.6K	0.1% ($346.6K/$492.5M)	QoQ -18.93% (-$81.0K) YoY +15.95% (-$47.7K)
(cusip464287242)✕	3.2K	QoQ +9.65% (+278) YoY NEW(+3.2K)	All Managers (Combined)	$343.1K	0.1% ($343.1K/$492.5M)	QoQ +11.55% (+$35.5K) YoY NEW(+$343.1K)
GARMIN LTD(GRMNcusipH2906T109)	1.6K	QoQ +18.70% (+249) YoY NEW(+1.6K)	All Managers (Combined)	$343.0K	0.1% ($343.0K/$492.5M)	QoQ +24.92% (+$68.4K) YoY NEW(+$343.0K)
Qifu Technology, Inc.(QFINcusip88557W101)	7.6K	QoQ -1.16% (-90) YoY NEW(+7.6K)	All Managers (Combined)	$342.0K	0.1% ($342.0K/$492.5M)	QoQ +15.64% (-$46.3K) YoY NEW(+$342.0K)
LEMAITRE VASCULAR INC(LMATcusip525558201)	4.0K	QoQ -8.78% (-390) YoY -26.43% (-1.5K)	All Managers (Combined)	$339.7K	0.1% ($339.7K/$492.5M)	QoQ -16.93% (-$69.3K) YoY -7.00% (-$25.6K)
INTEL CORP(INTCcusip458140100)	14.9K	QoQ +13.16% (+1.7K) YoY -14.55% (-2.5K)	All Managers (Combined)	$339.2K	0.1% ($339.2K/$492.5M)	QoQ +28.18% (+$74.6K) YoY -56.07% (-$432.9K)