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 20 of 23

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TechnipFMC plc

FTI|G87110105

Shares:7.5K

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$492.5M)

464287622

IWB|464287622

Shares:775

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$492.5M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:2.2K

Value:$236.0K

% of Portfolio:0.0% ($236.0K/$492.5M)

DEXCOM INC

DXCM|252131107

Shares:3.4K

Value:$235.3K

% of Portfolio:0.0% ($235.3K/$492.5M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.4K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$492.5M)

GoDaddy Inc.

GDDY|380237107

Shares:1.3K

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$492.5M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.3K

Value:$230.4K

% of Portfolio:0.0% ($230.4K/$492.5M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:8.1K

Value:$229.8K

% of Portfolio:0.0% ($229.8K/$492.5M)

ACUITY BRANDS INC

AYI|00508Y102

Shares:871

Value:$229.4K

% of Portfolio:0.0% ($229.4K/$492.5M)

HDFC BANK LTD

HDB|40415F101

Shares:3.5K

Value:$229.4K

% of Portfolio:0.0% ($229.4K/$492.5M)

Public Storage

PSA|74460D109

Shares:761

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$492.5M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:3.4K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$492.5M)

Johnson Controls International plc

JCI|G51502105

Shares:2.8K

Value:$225.8K

% of Portfolio:0.0% ($225.8K/$492.5M)

Monster Beverage Corp

MNST|61174X109

Shares:3.9K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$492.5M)

TENET HEALTHCARE CORP

THC|88033G407

Shares:1.7K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$492.5M)

LANDSTAR SYSTEM INC

LSTR|515098101

Shares:1.5K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$492.5M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:1.8K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$492.5M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:14.5K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$492.5M)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.2K

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$492.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:500

Value:$223.3K

% of Portfolio:0.0% ($223.3K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TechnipFMC plc(FTIcusipG87110105)	7.5K	QoQ -2.41% (-186) YoY NEW(+7.5K)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$492.5M)	QoQ +6.85% (-$15.3K) YoY NEW(+$238.0K)
(IWBcusip464287622)	775	QoQ NEW(+775) YoY +6.31% (+46)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$492.5M)	QoQ NEW(+$237.7K) YoY +13.13% (+$27.6K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	2.2K	QoQ -6.48% (-153) YoY -14.03% (-360)	All Managers (Combined)	$236.0K	0.0% ($236.0K/$492.5M)	QoQ -11.13% (-$29.6K) YoY -25.20% (-$79.5K)
DEXCOM INC(DXCMcusip252131107)	3.4K	QoQ +7.28% (-234) YoY -3.06% (-109)	All Managers (Combined)	$235.3K	0.0% ($235.3K/$492.5M)	QoQ -5.79% (-$14.5K) YoY -52.27% (-$257.8K)
Palo Alto Networks Inc(PANWcusip697435105)	1.4K	QoQ +16.52% (+193) YoY NEW(+1.4K)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$492.5M)	QoQ +9.27% (+$19.7K) YoY NEW(+$232.3K)
GoDaddy Inc.(GDDYcusip380237107)	1.3K	QoQ +12.85% (+146) YoY NEW(+1.3K)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$492.5M)	QoQ +3.00% (+$6.7K) YoY NEW(+$230.9K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$230.4K	0.0% ($230.4K/$492.5M)	QoQ NEW(+$230.4K) YoY NEW(+$230.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	8.1K	QoQ -13.80% (-1.3K) YoY NEW(+8.1K)	All Managers (Combined)	$229.8K	0.0% ($229.8K/$492.5M)	QoQ -10.25% (-$26.3K) YoY NEW(+$229.8K)
ACUITY BRANDS INC(AYIcusip00508Y102)	871	QoQ +22.67% (+161) YoY NEW(+871)	All Managers (Combined)	$229.4K	0.0% ($229.4K/$492.5M)	QoQ +10.59% (+$22.0K) YoY NEW(+$229.4K)
HDFC BANK LTD(HDBcusip40415F101)	3.5K	QoQ -1.59% (-56) YoY NEW(+3.5K)	All Managers (Combined)	$229.4K	0.0% ($229.4K/$492.5M)	QoQ +2.37% (-$5.3K) YoY NEW(+$229.4K)
Public Storage(PSAcusip74460D109)	761	QoQ +6.28% (+45) YoY NEW(+761)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$492.5M)	QoQ +6.21% (+$13.3K) YoY NEW(+$227.9K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	3.4K	QoQ +17.00% (+498) YoY +24.67% (-678)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$492.5M)	QoQ +2.99% (+$6.6K) YoY -46.62% (-$197.5K)
Johnson Controls International plc(JCIcusipG51502105)	2.8K	QoQ -10.93% (-346) YoY -42.25% (-2.1K)	All Managers (Combined)	$225.8K	0.0% ($225.8K/$492.5M)	QoQ -9.60% (-$24.0K) YoY -29.17% (-$93.0K)
Monster Beverage Corp(MNSTcusip61174X109)	3.9K	QoQ -36.27% (-2.2K) YoY NEW(+3.9K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$492.5M)	QoQ -29.05% (-$92.3K) YoY NEW(+$225.3K)
TENET HEALTHCARE CORP(THCcusip88033G407)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$492.5M)	QoQ NEW(+$224.9K) YoY NEW(+$224.9K)
LANDSTAR SYSTEM INC(LSTRcusip515098101)	1.5K	QoQ -7.42% (-120) YoY +4.97% (-71)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$492.5M)	QoQ -19.06% (-$53.0K) YoY -18.21% (-$50.1K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	1.8K	QoQ -15.54% (-326) YoY NEW(+1.8K)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$492.5M)	QoQ -31.02% (-$100.9K) YoY NEW(+$224.3K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	14.5K	QoQ -1.81% (-268) YoY +6.33% (+863)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$492.5M)	QoQ +4.75% (-$10.2K) YoY +39.66% (+$63.6K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$492.5M)	QoQ NEW(+$223.5K) YoY NEW(+$223.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	500	QoQ -6.71% (-36) YoY +8.93% (+41)	All Managers (Combined)	$223.3K	0.0% ($223.3K/$492.5M)	QoQ -14.19% (-$36.9K) YoY +6.87% (+$14.4K)