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 18 of 23

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American Water Works Company, Inc.

AWK|030420103

Shares:1.9K

Value:$273.5K

% of Portfolio:0.1% ($273.5K/$492.5M)

Brookfield Infrastructure Corp

BIPC|11276H106

Shares:7.6K

Value:$273.4K

% of Portfolio:0.1% ($273.4K/$492.5M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:2.3K

Value:$272.0K

% of Portfolio:0.1% ($272.0K/$492.5M)

Cigna Group

CI|125523100

Shares:825

Value:$271.3K

% of Portfolio:0.1% ($271.3K/$492.5M)

Schneider National, Inc.

SNDR|80689H102

Shares:11.8K

Value:$269.9K

% of Portfolio:0.1% ($269.9K/$492.5M)

FirstService Corp

FSV|33767E202

Shares:1.6K

Value:$265.2K

% of Portfolio:0.1% ($265.2K/$492.5M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.1K

Value:$265.1K

% of Portfolio:0.1% ($265.1K/$492.5M)

CULLEN/FROST BANKERS, INC.

CFR|229899109

Shares:2.1K

Value:$264.8K

% of Portfolio:0.1% ($264.8K/$492.5M)

General Motors Co

GM|37045V100

Shares:5.6K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$492.5M)

Sanofi

SNY|80105N105

Shares:4.8K

Value:$264.0K

% of Portfolio:0.1% ($264.0K/$492.5M)

97717X578

Shares:8.5K

Value:$262.9K

% of Portfolio:0.1% ($262.9K/$492.5M)

Clear Secure, Inc.

YOU|18467V109

Shares:10.0K

Value:$259.9K

% of Portfolio:0.1% ($259.9K/$492.5M)

CHESAPEAKE UTILITIES CORP

CPK|165303108

Shares:2.0K

Value:$259.6K

% of Portfolio:0.1% ($259.6K/$492.5M)

VNET Group, Inc.

VNET|90138A103

Shares:31.6K

Value:$258.9K

% of Portfolio:0.1% ($258.9K/$492.5M)

PRICESMART INC

PSMT|741511109

Shares:2.9K

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$492.5M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.1K

Value:$256.9K

% of Portfolio:0.1% ($256.9K/$492.5M)

Utz Brands, Inc.

UTZ|918090101

Shares:18.2K

Value:$256.8K

% of Portfolio:0.1% ($256.8K/$492.5M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:2.8K

Value:$256.5K

% of Portfolio:0.1% ($256.5K/$492.5M)

DOVER Corp

DOV|260003108

Shares:1.4K

Value:$254.2K

% of Portfolio:0.1% ($254.2K/$492.5M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.1K

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
American Water Works Company, Inc.(AWKcusip030420103)	1.9K	QoQ +3.80% (+68) YoY -2.52% (-48)	All Managers (Combined)	$273.5K	0.1% ($273.5K/$492.5M)	QoQ +23.01% (+$51.2K) YoY +17.64% (-$41.0K)
Brookfield Infrastructure Corp(BIPCcusip11276H106)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$273.4K	0.1% ($273.4K/$492.5M)	QoQ NEW(+$273.4K) YoY NEW(+$273.4K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$272.0K	0.1% ($272.0K/$492.5M)	QoQ NEW(+$272.0K) YoY NEW(+$272.0K)
Cigna Group(CIcusip125523100)	825	QoQ 0.00% (+0) YoY -74.48% (-2.4K)	All Managers (Combined)	$271.3K	0.1% ($271.3K/$492.5M)	QoQ +19.02% (+$43.4K) YoY -76.90% (-$903.4K)
Schneider National, Inc.(SNDRcusip80689H102)	11.8K	QoQ -4.59% (-569) YoY +2.40% (+277)	All Managers (Combined)	$269.9K	0.1% ($269.9K/$492.5M)	QoQ -25.54% (-$92.6K) YoY +3.34% (+$8.7K)
FirstService Corp(FSVcusip33767E202)	1.6K	QoQ -4.02% (-67) YoY NEW(+1.6K)	All Managers (Combined)	$265.2K	0.1% ($265.2K/$492.5M)	QoQ -12.01% (-$36.2K) YoY NEW(+$265.2K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.1K	QoQ +7.77% (+79) YoY -15.44% (-200)	All Managers (Combined)	$265.1K	0.1% ($265.1K/$492.5M)	QoQ +29.74% (+$60.8K) YoY +6.84% (-$17.0K)
CULLEN/FROST BANKERS, INC.(CFRcusip229899109)	2.1K	QoQ +1.14% (-24) YoY +6.92% (+137)	All Managers (Combined)	$264.8K	0.1% ($264.8K/$492.5M)	QoQ -5.64% (-$15.9K) YoY +18.94% (+$42.2K)
General Motors Co(GMcusip37045V100)	5.6K	QoQ +23.00% (+1.1K) YoY NEW(+5.6K)	All Managers (Combined)	$264.3K	0.1% ($264.3K/$492.5M)	QoQ +8.59% (+$20.9K) YoY NEW(+$264.3K)
Sanofi(SNYcusip80105N105)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$264.0K	0.1% ($264.0K/$492.5M)	QoQ NEW(+$264.0K) YoY NEW(+$264.0K)
(cusip97717X578)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$262.9K	0.1% ($262.9K/$492.5M)	QoQ NEW(+$262.9K) YoY NEW(+$262.9K)
Clear Secure, Inc.(YOUcusip18467V109)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$259.9K	0.1% ($259.9K/$492.5M)	QoQ NEW(+$259.9K) YoY NEW(+$259.9K)
CHESAPEAKE UTILITIES CORP(CPKcusip165303108)	2.0K	QoQ -7.33% (-160) YoY -11.74% (-269)	All Managers (Combined)	$259.6K	0.1% ($259.6K/$492.5M)	QoQ -1.95% (-$5.2K) YoY +5.60% (-$13.8K)
VNET Group, Inc.(VNETcusip90138A103)	31.6K	QoQ NEW(+31.6K) YoY NEW(+31.6K)	All Managers (Combined)	$258.9K	0.1% ($258.9K/$492.5M)	QoQ NEW(+$258.9K) YoY NEW(+$258.9K)
PRICESMART INC(PSMTcusip741511109)	2.9K	QoQ -2.99% (-91) YoY NEW(+2.9K)	All Managers (Combined)	$258.7K	0.1% ($258.7K/$492.5M)	QoQ -7.54% (-$21.1K) YoY NEW(+$258.7K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.1K	QoQ -1.94% (-22) YoY -15.27% (-200)	All Managers (Combined)	$256.9K	0.1% ($256.9K/$492.5M)	QoQ +8.02% (-$19.1K) YoY -15.30% (-$46.4K)
Utz Brands, Inc.(UTZcusip918090101)	18.2K	QoQ -6.28% (-1.2K) YoY -11.92% (-2.5K)	All Managers (Combined)	$256.8K	0.1% ($256.8K/$492.5M)	QoQ -15.73% (-$48.0K) YoY -32.75% (-$125.1K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	2.8K	QoQ +1.19% (-33) YoY +12.80% (-317)	All Managers (Combined)	$256.5K	0.1% ($256.5K/$492.5M)	QoQ -17.81% (-$55.6K) YoY -15.01% (-$45.3K)
DOVER Corp(DOVcusip260003108)	1.4K	QoQ -2.55% (-38) YoY -14.83% (-252)	All Managers (Combined)	$254.2K	0.1% ($254.2K/$492.5M)	QoQ -8.72% (-$24.3K) YoY -15.58% (-$46.9K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.1K	QoQ -10.28% (-127) YoY NEW(+1.1K)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$492.5M)	QoQ +9.52% (-$22.0K) YoY NEW(+$252.5K)