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,
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  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "SPGI",
  "RELX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  null,
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  "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",
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  null,
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  null,
  "VTR",
  null,
  "DD",
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  null,
  "K",
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  "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",
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  "AL",
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  "HDB",
  "RGA",
  null,
  "VEU",
  "USB",
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  "VLO",
  "VMI",
  "VRNA",
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  "V",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WU",
  "WFC",
  "WELL",
  "WING",
  "WTW",
  "WMB",
  "WT",
  null,
  "WH",
  "XEL",
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  "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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Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.4K

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$492.5M)

Prologis, Inc.

PLD|74340W103

Shares:2.8K

Value:$318.0K

% of Portfolio:0.1% ($318.0K/$492.5M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:1.8K

Value:$317.5K

% of Portfolio:0.1% ($317.5K/$492.5M)

Pampa Energy Inc.

PAM|697660207

Shares:4.1K

Value:$313.4K

% of Portfolio:0.1% ($313.4K/$492.5M)

COHEN & STEERS, INC.

CNS|19247A100

Shares:3.9K

Value:$312.5K

% of Portfolio:0.1% ($312.5K/$492.5M)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:5.1K

Value:$311.0K

% of Portfolio:0.1% ($311.0K/$492.5M)

Autodesk, Inc.

ADSK|052769106

Shares:1.2K

Value:$309.4K

% of Portfolio:0.1% ($309.4K/$492.5M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:9.9K

Value:$308.9K

% of Portfolio:0.1% ($308.9K/$492.5M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:6.1K

Value:$306.7K

% of Portfolio:0.1% ($306.7K/$492.5M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.1K

Value:$306.6K

% of Portfolio:0.1% ($306.6K/$492.5M)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:3.4K

Value:$305.8K

% of Portfolio:0.1% ($305.8K/$492.5M)

Booking Holdings Inc.

BKNG|09857L108

Shares:66

Value:$304.1K

% of Portfolio:0.1% ($304.1K/$492.5M)

BROWN FORMAN CORP

BF-B|115637209

Shares:8.9K

Value:$302.9K

% of Portfolio:0.1% ($302.9K/$492.5M)

RESMED INC

RMD|761152107

Shares:1.4K

Value:$302.7K

% of Portfolio:0.1% ($302.7K/$492.5M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.2K

Value:$298.8K

% of Portfolio:0.1% ($298.8K/$492.5M)

Motorola Solutions, Inc.

MSI|620076307

Shares:682

Value:$298.5K

% of Portfolio:0.1% ($298.5K/$492.5M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:882

Value:$298.1K

% of Portfolio:0.1% ($298.1K/$492.5M)

RBC Bearings INC

RBC|75524B104

Shares:921

Value:$296.3K

% of Portfolio:0.1% ($296.3K/$492.5M)

TotalEnergies SE

TTE|89151E109

Shares:4.6K

Value:$295.4K

% of Portfolio:0.1% ($295.4K/$492.5M)

HEXCEL CORP /DE/

HXL|428291108

Shares:5.4K

Value:$294.7K

% of Portfolio:0.1% ($294.7K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.4K	QoQ +0.96% (+23) YoY NEW(+2.4K)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$492.5M)	QoQ +57.44% (+$116.5K) YoY NEW(+$319.4K)
Prologis, Inc.(PLDcusip74340W103)	2.8K	QoQ +1.31% (+37) YoY -21.36% (-773)	All Managers (Combined)	$318.0K	0.1% ($318.0K/$492.5M)	QoQ +7.14% (+$21.2K) YoY -32.50% (-$153.2K)
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	1.8K	QoQ -16.10% (-340) YoY -26.69% (-645)	All Managers (Combined)	$317.5K	0.1% ($317.5K/$492.5M)	QoQ -4.79% (-$16.0K) YoY -23.74% (-$98.9K)
Pampa Energy Inc.(PAMcusip697660207)	4.1K	QoQ -0.80% (-33) YoY NEW(+4.1K)	All Managers (Combined)	$313.4K	0.1% ($313.4K/$492.5M)	QoQ -12.92% (-$46.5K) YoY NEW(+$313.4K)
COHEN & STEERS, INC.(CNScusip19247A100)	3.9K	QoQ -8.35% (-355) YoY -18.89% (-907)	All Managers (Combined)	$312.5K	0.1% ($312.5K/$492.5M)	QoQ -20.34% (-$79.8K) YoY -15.35% (-$56.7K)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	5.1K	QoQ +11.62% (+532) YoY NEW(+5.1K)	All Managers (Combined)	$311.0K	0.1% ($311.0K/$492.5M)	QoQ +18.52% (+$48.6K) YoY NEW(+$311.0K)
Autodesk, Inc.(ADSKcusip052769106)	1.2K	QoQ +0.33% (-4) YoY -81.35% (-5.2K)	All Managers (Combined)	$309.4K	0.1% ($309.4K/$492.5M)	QoQ -11.12% (-$38.7K) YoY -81.25% (-$1.3M)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	9.9K	QoQ +0.02% (+2) YoY -11.10% (-1.2K)	All Managers (Combined)	$308.9K	0.1% ($308.9K/$492.5M)	QoQ +1.44% (+$4.4K) YoY +10.79% (-$30.1K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	6.1K	QoQ +44.69% (+1.9K) YoY +4787.20% (-6.0K)	All Managers (Combined)	$306.7K	0.1% ($306.7K/$492.5M)	QoQ +20.48% (+$52.1K) YoY -15.58% (-$56.6K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.1K	QoQ -9.82% (-559) YoY -7.35% (-407)	All Managers (Combined)	$306.6K	0.1% ($306.6K/$492.5M)	QoQ -0.42% (-$1.3K) YoY +42.06% (-$90.8K)
CROWN HOLDINGS, INC.(CCKcusip228368106)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$305.8K	0.1% ($305.8K/$492.5M)	QoQ NEW(+$305.8K) YoY NEW(+$305.8K)
Booking Holdings Inc.(BKNGcusip09857L108)	66	QoQ +22.22% (+12) YoY -9.58% (-7)	All Managers (Combined)	$304.1K	0.1% ($304.1K/$492.5M)	QoQ +13.33% (+$35.8K) YoY +14.80% (-$39.2K)
BROWN FORMAN CORP(BF-Bcusip115637209)	8.9K	QoQ -3.59% (-333) YoY NEW(+8.9K)	All Managers (Combined)	$302.9K	0.1% ($302.9K/$492.5M)	QoQ -13.84% (-$48.7K) YoY NEW(+$302.9K)
RESMED INC(RMDcusip761152107)	1.4K	QoQ +4.72% (+61) YoY NEW(+1.4K)	All Managers (Combined)	$302.7K	0.1% ($302.7K/$492.5M)	QoQ +2.51% (+$7.4K) YoY NEW(+$302.7K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.2K	QoQ +19.77% (+194) YoY -23.35% (-358)	All Managers (Combined)	$298.8K	0.1% ($298.8K/$492.5M)	QoQ +1.38% (+$4.1K) YoY -37.37% (-$178.4K)
Motorola Solutions, Inc.(MSIcusip620076307)	682	QoQ -13.01% (-102) YoY +5.73% (+37)	All Managers (Combined)	$298.5K	0.1% ($298.5K/$492.5M)	QoQ -17.60% (-$63.8K) YoY +30.24% (+$69.3K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	882	QoQ +16.82% (+127) YoY +6.52% (+54)	All Managers (Combined)	$298.1K	0.1% ($298.1K/$492.5M)	QoQ +18.52% (+$46.6K) YoY +35.54% (+$78.2K)
RBC Bearings INC(RBCcusip75524B104)	921	QoQ NEW(+921) YoY NEW(+921)	All Managers (Combined)	$296.3K	0.1% ($296.3K/$492.5M)	QoQ NEW(+$296.3K) YoY NEW(+$296.3K)
TotalEnergies SE(TTEcusip89151E109)	4.6K	QoQ +1.06% (+48) YoY +5.10% (-222)	All Managers (Combined)	$295.4K	0.1% ($295.4K/$492.5M)	QoQ +19.95% (+$49.2K) YoY -1.21% (-$3.6K)
HEXCEL CORP /DE/(HXLcusip428291108)	5.4K	QoQ -6.80% (-393) YoY +7.27% (-365)	All Managers (Combined)	$294.7K	0.1% ($294.7K/$492.5M)	QoQ -18.61% (-$67.4K) YoY -19.36% (-$70.8K)