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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FISERV INC

FI|337738108

Shares:1.3K

Value:$293.5K

% of Portfolio:0.1% ($293.5K/$492.5M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:7.1K

Value:$293.0K

% of Portfolio:0.1% ($293.0K/$492.5M)

UMH PROPERTIES, INC.

UMH|903002103

Shares:15.6K

Value:$292.4K

% of Portfolio:0.1% ($292.4K/$492.5M)

Concentrix Corp

CNXC|20602D101

Shares:5.3K

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$492.5M)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:1.5K

Value:$291.9K

% of Portfolio:0.1% ($291.9K/$492.5M)

TE Connectivity plc

TEL|G87052109

Shares:2.1K

Value:$290.5K

% of Portfolio:0.1% ($290.5K/$492.5M)

FEDERAL AGRICULTURAL MORTGAGE CORP

AGM|313148306

Shares:1.5K

Value:$288.9K

% of Portfolio:0.1% ($288.9K/$492.5M)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:2.7K

Value:$286.5K

% of Portfolio:0.1% ($286.5K/$492.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.0K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$492.5M)

Cloudflare, Inc.

NET|18915M107

Shares:2.5K

Value:$284.1K

% of Portfolio:0.1% ($284.1K/$492.5M)

Discover Financial Services

DFS|254709108

Shares:1.7K

Value:$283.4K

% of Portfolio:0.1% ($283.4K/$492.5M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:3.6K

Value:$282.1K

% of Portfolio:0.1% ($282.1K/$492.5M)

Terreno Realty Corp

TRNO|88146M101

Shares:4.4K

Value:$280.7K

% of Portfolio:0.1% ($280.7K/$492.5M)

CATERPILLAR INC

CAT|149123101

Shares:844

Value:$278.5K

% of Portfolio:0.1% ($278.5K/$492.5M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.8K

Value:$278.4K

% of Portfolio:0.1% ($278.4K/$492.5M)

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:150

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$492.5M)

BIOGEN INC.

BIIB|09062X103

Shares:2.0K

Value:$277.4K

% of Portfolio:0.1% ($277.4K/$492.5M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:2.1K

Value:$276.7K

% of Portfolio:0.1% ($276.7K/$492.5M)

CRA INTERNATIONAL, INC.

CRAI|12618T105

Shares:1.6K

Value:$274.7K

% of Portfolio:0.1% ($274.7K/$492.5M)

464287606

IJK|464287606

Shares:3.3K

Value:$273.9K

% of Portfolio:0.1% ($273.9K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	1.3K	QoQ +13.10% (+154) YoY NEW(+1.3K)	All Managers (Combined)	$293.5K	0.1% ($293.5K/$492.5M)	QoQ +21.59% (+$52.1K) YoY NEW(+$293.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	7.1K	QoQ -5.18% (-389) YoY NEW(+7.1K)	All Managers (Combined)	$293.0K	0.1% ($293.0K/$492.5M)	QoQ -10.05% (-$32.7K) YoY NEW(+$293.0K)
UMH PROPERTIES, INC.(UMHcusip903002103)	15.6K	QoQ -6.33% (-1.1K) YoY +2.49% (+380)	All Managers (Combined)	$292.4K	0.1% ($292.4K/$492.5M)	QoQ -7.22% (-$22.8K) YoY +18.01% (+$44.6K)
Concentrix Corp(CNXCcusip20602D101)	5.3K	QoQ -6.99% (-395) YoY NEW(+5.3K)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$492.5M)	QoQ +19.59% (-$47.9K) YoY NEW(+$292.2K)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	1.5K	QoQ -2.37% (-36) YoY +39.28% (+418)	All Managers (Combined)	$291.9K	0.1% ($291.9K/$492.5M)	QoQ -10.01% (-$32.5K) YoY +42.17% (+$86.6K)
TE Connectivity plc(TELcusipG87052109)	2.1K	QoQ -12.62% (-297) YoY NEW(+2.1K)	All Managers (Combined)	$290.5K	0.1% ($290.5K/$492.5M)	QoQ -13.61% (-$45.8K) YoY NEW(+$290.5K)
FEDERAL AGRICULTURAL MORTGAGE CORP(AGMcusip313148306)	1.5K	QoQ -2.15% (-34) YoY -10.09% (-173)	All Managers (Combined)	$288.9K	0.1% ($288.9K/$492.5M)	QoQ -6.87% (-$21.3K) YoY -14.38% (-$48.5K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	2.7K	QoQ +3.47% (-92) YoY -21.89% (-768)	All Managers (Combined)	$286.5K	0.1% ($286.5K/$492.5M)	QoQ -15.91% (-$54.2K) YoY -44.97% (-$234.2K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$285.4K	0.1% ($285.4K/$492.5M)	QoQ NEW(+$285.4K) YoY NEW(+$285.4K)
Cloudflare, Inc.(NETcusip18915M107)	2.5K	QoQ +1.98% (+49) YoY +1.48% (+37)	All Managers (Combined)	$284.1K	0.1% ($284.1K/$492.5M)	QoQ +6.72% (+$17.9K) YoY +18.11% (+$43.6K)
Discover Financial Services(DFScusip254709108)	1.7K	QoQ NEW(+1.7K) YoY -62.48% (-2.8K)	All Managers (Combined)	$283.4K	0.1% ($283.4K/$492.5M)	QoQ NEW(+$283.4K) YoY -51.14% (-$296.7K)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	3.6K	QoQ -1.49% (-55) YoY -0.24% (-9)	All Managers (Combined)	$282.1K	0.1% ($282.1K/$492.5M)	QoQ -9.57% (-$29.9K) YoY -9.96% (-$31.2K)
Terreno Realty Corp(TRNOcusip88146M101)	4.4K	QoQ -6.58% (-313) YoY -17.66% (-953)	All Managers (Combined)	$280.7K	0.1% ($280.7K/$492.5M)	QoQ -0.14% (-$400) YoY -21.63% (-$77.5K)
CATERPILLAR INC(CATcusip149123101)	844	QoQ +30.85% (+199) YoY -37.20% (-500)	All Managers (Combined)	$278.5K	0.1% ($278.5K/$492.5M)	QoQ +18.98% (+$44.4K) YoY -43.45% (-$214.0K)
BWX Technologies, Inc.(BWXTcusip05605H100)	2.8K	QoQ -7.29% (-222) YoY -29.95% (-1.2K)	All Managers (Combined)	$278.4K	0.1% ($278.4K/$492.5M)	QoQ -17.88% (-$60.6K) YoY -32.68% (-$135.2K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	150	QoQ +20.00% (+25) YoY +6.38% (+9)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$492.5M)	QoQ +5.30% (+$14.0K) YoY +20.65% (+$47.6K)
BIOGEN INC.(BIIBcusip09062X103)	2.0K	QoQ +31.19% (+482) YoY +71.92% (+848)	All Managers (Combined)	$277.4K	0.1% ($277.4K/$492.5M)	QoQ +17.40% (+$41.1K) YoY +9.10% (+$23.1K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$276.7K	0.1% ($276.7K/$492.5M)	QoQ NEW(+$276.7K) YoY NEW(+$276.7K)
CRA INTERNATIONAL, INC.(CRAIcusip12618T105)	1.6K	QoQ -9.93% (-175) YoY -32.59% (-767)	All Managers (Combined)	$274.7K	0.1% ($274.7K/$492.5M)	QoQ -16.66% (-$54.9K) YoY -21.96% (-$77.3K)
(IJKcusip464287606)	3.3K	QoQ +0.09% (-3) YoY +0.45% (-15)	All Managers (Combined)	$273.9K	0.1% ($273.9K/$492.5M)	QoQ -8.32% (-$24.9K) YoY -8.33% (-$24.9K)