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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Murphy USA Inc.

MUSA|626755102

Shares:534

Value:$251.0K

% of Portfolio:0.1% ($251.0K/$492.5M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:175

Value:$250.7K

% of Portfolio:0.1% ($250.7K/$492.5M)

NORTHERN OIL & GAS, INC.

NOG|665531307

Shares:8.3K

Value:$250.3K

% of Portfolio:0.1% ($250.3K/$492.5M)

KLA CORP

KLAC|482480100

Shares:368

Value:$249.8K

% of Portfolio:0.1% ($249.8K/$492.5M)

METLIFE INC

MET|59156R108

Shares:3.1K

Value:$249.7K

% of Portfolio:0.1% ($249.7K/$492.5M)

CURTISS WRIGHT CORP

CW|231561101

Shares:786

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$492.5M)

Matador Resources Co

MTDR|576485205

Shares:4.9K

Value:$249.1K

% of Portfolio:0.1% ($249.1K/$492.5M)

Snap-on Inc

SNA|833034101

Shares:737

Value:$248.4K

% of Portfolio:0.1% ($248.4K/$492.5M)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.3K

Value:$248.2K

% of Portfolio:0.1% ($248.2K/$492.5M)

Western Union CO

WU|959802109

Shares:23.4K

Value:$247.7K

% of Portfolio:0.1% ($247.7K/$492.5M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:732

Value:$247.4K

% of Portfolio:0.1% ($247.4K/$492.5M)

AVISTA CORP

AVA|05379B107

Shares:5.9K

Value:$247.0K

% of Portfolio:0.1% ($247.0K/$492.5M)

LAKELAND FINANCIAL CORP

LKFN|511656100

Shares:4.2K

Value:$246.9K

% of Portfolio:0.1% ($246.9K/$492.5M)

UNIFIRST CORP

UNF|904708104

Shares:1.4K

Value:$246.9K

% of Portfolio:0.1% ($246.9K/$492.5M)

UP Fintech Holding Ltd

TIGR|91531W106

Shares:28.7K

Value:$246.3K

% of Portfolio:0.1% ($246.3K/$492.5M)

PORTLAND GENERAL ELECTRIC CO /OR/

POR|736508847

Shares:5.5K

Value:$246.2K

% of Portfolio:0.0% ($246.2K/$492.5M)

DTE ENERGY CO

DTE|233331107

Shares:1.8K

Value:$244.4K

% of Portfolio:0.0% ($244.4K/$492.5M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:670

Value:$243.4K

% of Portfolio:0.0% ($243.4K/$492.5M)

TETRA TECH INC

TTEK|88162G103

Shares:8.2K

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$492.5M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.2K

Value:$240.4K

% of Portfolio:0.0% ($240.4K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Murphy USA Inc.(MUSAcusip626755102)	534	QoQ +1.52% (-8) YoY -5.65% (-32)	All Managers (Combined)	$251.0K	0.1% ($251.0K/$492.5M)	QoQ -4.93% (-$13.0K) YoY +5.77% (-$13.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	175	QoQ +3.55% (+6) YoY NEW(+175)	All Managers (Combined)	$250.7K	0.1% ($250.7K/$492.5M)	QoQ +25.10% (+$50.3K) YoY NEW(+$250.7K)
NORTHERN OIL & GAS, INC.(NOGcusip665531307)	8.3K	QoQ -7.43% (-665) YoY -19.97% (-2.1K)	All Managers (Combined)	$250.3K	0.1% ($250.3K/$492.5M)	QoQ -24.69% (-$82.1K) YoY -39.02% (-$160.2K)
KLA CORP(KLACcusip482480100)	368	QoQ +1.09% (+4) YoY -8.91% (-36)	All Managers (Combined)	$249.8K	0.1% ($249.8K/$492.5M)	QoQ +8.77% (+$20.2K) YoY -11.57% (-$32.7K)
METLIFE INC(METcusip59156R108)	3.1K	QoQ -19.36% (-747) YoY NEW(+3.1K)	All Managers (Combined)	$249.7K	0.1% ($249.7K/$492.5M)	QoQ -20.93% (-$66.1K) YoY NEW(+$249.7K)
CURTISS WRIGHT CORP(CWcusip231561101)	786	QoQ +28.64% (+175) YoY NEW(+786)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$492.5M)	QoQ +15.00% (+$32.5K) YoY NEW(+$249.4K)
Matador Resources Co(MTDRcusip576485205)	4.9K	QoQ -6.32% (-329) YoY NEW(+4.9K)	All Managers (Combined)	$249.1K	0.1% ($249.1K/$492.5M)	QoQ -14.92% (-$43.7K) YoY NEW(+$249.1K)
Snap-on Inc(SNAcusip833034101)	737	QoQ +1.93% (+14) YoY NEW(+737)	All Managers (Combined)	$248.4K	0.1% ($248.4K/$492.5M)	QoQ +1.20% (+$3.0K) YoY NEW(+$248.4K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.3K	QoQ -38.65% (-1.4K) YoY -27.92% (-879)	All Managers (Combined)	$248.2K	0.1% ($248.2K/$492.5M)	QoQ -43.84% (-$193.7K) YoY -45.60% (-$208.0K)
Western Union CO(WUcusip959802109)	23.4K	QoQ +12.14% (+2.5K) YoY +20.91% (-4.0K)	All Managers (Combined)	$247.7K	0.1% ($247.7K/$492.5M)	QoQ +11.93% (+$26.4K) YoY -8.49% (-$23.0K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	732	QoQ NEW(+732) YoY NEW(+732)	All Managers (Combined)	$247.4K	0.1% ($247.4K/$492.5M)	QoQ NEW(+$247.4K) YoY NEW(+$247.4K)
AVISTA CORP(AVAcusip05379B107)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$247.0K	0.1% ($247.0K/$492.5M)	QoQ NEW(+$247.0K) YoY NEW(+$247.0K)
LAKELAND FINANCIAL CORP(LKFNcusip511656100)	4.2K	QoQ -4.41% (-192) YoY -10.93% (-510)	All Managers (Combined)	$246.9K	0.1% ($246.9K/$492.5M)	QoQ -17.37% (-$51.9K) YoY -20.18% (-$62.4K)
UNIFIRST CORP(UNFcusip904708104)	1.4K	QoQ -8.51% (-132) YoY +19.94% (+236)	All Managers (Combined)	$246.9K	0.1% ($246.9K/$492.5M)	QoQ -6.94% (-$18.4K) YoY +20.27% (+$41.6K)
UP Fintech Holding Ltd(TIGRcusip91531W106)	28.7K	QoQ -7.97% (-2.5K) YoY NEW(+28.7K)	All Managers (Combined)	$246.3K	0.1% ($246.3K/$492.5M)	QoQ +22.36% (-$45.0K) YoY NEW(+$246.3K)
PORTLAND GENERAL ELECTRIC CO /OR/(PORcusip736508847)	5.5K	QoQ +18.73% (+871) YoY NEW(+5.5K)	All Managers (Combined)	$246.2K	0.0% ($246.2K/$492.5M)	QoQ +21.38% (+$43.4K) YoY NEW(+$246.2K)
DTE ENERGY CO(DTEcusip233331107)	1.8K	QoQ -7.87% (-151) YoY -13.88% (-285)	All Managers (Combined)	$244.4K	0.0% ($244.4K/$492.5M)	QoQ +5.50% (-$12.7K) YoY +6.20% (-$14.3K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	670	QoQ -23.16% (-202) YoY -38.70% (-423)	All Managers (Combined)	$243.4K	0.0% ($243.4K/$492.5M)	QoQ -22.98% (-$72.6K) YoY -43.99% (-$191.2K)
TETRA TECH INC(TTEKcusip88162G103)	8.2K	QoQ +14.02% (-1.0K) YoY +303.42% (-6.2K)	All Managers (Combined)	$241.1K	0.0% ($241.1K/$492.5M)	QoQ -16.27% (-$46.9K) YoY -36.14% (-$136.5K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.2K	QoQ +5.46% (+60) YoY -6.91% (-86)	All Managers (Combined)	$240.4K	0.0% ($240.4K/$492.5M)	QoQ +17.38% (+$35.6K) YoY +15.68% (-$32.6K)