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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Seagate Technology Holdings plc

STX|G7997R103

Shares:2.6K

Value:$222.7K

% of Portfolio:0.0% ($222.7K/$492.5M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:4.9K

Value:$221.5K

% of Portfolio:0.0% ($221.5K/$492.5M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:10.9K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$492.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.4K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$492.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:908

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$492.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$492.5M)

Elevance Health, Inc.

ELV|036752103

Shares:499

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$492.5M)

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

Shares:3.2K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$492.5M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:1.1K

Value:$216.5K

% of Portfolio:0.0% ($216.5K/$492.5M)

ENTEGRIS INC

ENTG|29362U104

Shares:2.5K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$492.5M)

Wingstop Inc.

WING|974155103

Shares:953

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$492.5M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:1.4K

Value:$214.3K

% of Portfolio:0.0% ($214.3K/$492.5M)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.0K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$492.5M)

UNITED RENTALS, INC.

URI|911363109

Shares:337

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$492.5M)

Snowflake Inc.

SNOW|833445109

Shares:1.4K

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$492.5M)

ROLLINS INC

ROL|775711104

Shares:3.9K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$492.5M)

COGNEX CORP

CGNX|192422103

Shares:7.0K

Value:$209.9K

% of Portfolio:0.0% ($209.9K/$492.5M)

POWER INTEGRATIONS INC

POWI|739276103

Shares:4.1K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$492.5M)

KT CORP

KT|48268K101

Shares:11.8K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$492.5M)

808524300

SCHG|808524300

Shares:8.3K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Seagate Technology Holdings plc(STXcusipG7997R103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$222.7K	0.0% ($222.7K/$492.5M)	QoQ NEW(+$222.7K) YoY NEW(+$222.7K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	4.9K	QoQ +5.35% (-251) YoY NEW(+4.9K)	All Managers (Combined)	$221.5K	0.0% ($221.5K/$492.5M)	QoQ -7.00% (-$16.7K) YoY NEW(+$221.5K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$492.5M)	QoQ NEW(+$221.3K) YoY NEW(+$221.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.4K	QoQ -28.80% (-1.4K) YoY -39.96% (-2.2K)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$492.5M)	QoQ -45.57% (-$184.3K) YoY -41.52% (-$156.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	908	QoQ -3.50% (-33) YoY -24.20% (-290)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$492.5M)	QoQ +3.50% (-$7.5K) YoY -10.37% (-$25.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$492.5M)	QoQ NEW(+$218.8K) YoY NEW(+$218.8K)
Elevance Health, Inc.(ELVcusip036752103)	499	QoQ NEW(+499) YoY -22.51% (-145)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$492.5M)	QoQ NEW(+$216.9K) YoY -35.10% (-$117.3K)
EQUITY LIFESTYLE PROPERTIES INC(ELScusip29472R108)	3.2K	QoQ -3.36% (-113) YoY +1.15% (+37)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$492.5M)	QoQ -3.20% (-$7.2K) YoY +4.76% (+$9.9K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	1.1K	QoQ NEW(+1.1K) YoY +18.68% (-167)	All Managers (Combined)	$216.5K	0.0% ($216.5K/$492.5M)	QoQ NEW(+$216.5K) YoY -16.92% (-$44.1K)
ENTEGRIS INC(ENTGcusip29362U104)	2.5K	QoQ +6.01% (-140) YoY -16.88% (-501)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$492.5M)	QoQ -6.36% (-$14.7K) YoY -48.27% (-$201.3K)
Wingstop Inc.(WINGcusip974155103)	953	QoQ -5.73% (-58) YoY -26.52% (-344)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$492.5M)	QoQ -25.17% (-$72.3K) YoY -54.75% (-$260.2K)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$214.3K	0.0% ($214.3K/$492.5M)	QoQ NEW(+$214.3K) YoY NEW(+$214.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.0K	QoQ NEW(+2.0K) YoY -28.02% (-794)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$492.5M)	QoQ NEW(+$212.5K) YoY -29.14% (-$87.4K)
UNITED RENTALS, INC.(URIcusip911363109)	337	QoQ NEW(+337) YoY NEW(+337)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$492.5M)	QoQ NEW(+$211.2K) YoY NEW(+$211.2K)
Snowflake Inc.(SNOWcusip833445109)	1.4K	QoQ +3.14% (-44) YoY -10.91% (-177)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$492.5M)	QoQ -2.37% (-$5.1K) YoY -19.42% (-$50.9K)
ROLLINS INC(ROLcusip775711104)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$210.8K	0.0% ($210.8K/$492.5M)	QoQ NEW(+$210.8K) YoY NEW(+$210.8K)
COGNEX CORP(CGNXcusip192422103)	7.0K	QoQ -12.37% (-994) YoY -6.03% (-452)	All Managers (Combined)	$209.9K	0.0% ($209.9K/$492.5M)	QoQ -27.11% (-$78.1K) YoY -33.93% (-$107.8K)
POWER INTEGRATIONS INC(POWIcusip739276103)	4.1K	QoQ -10.04% (-463) YoY +8.36% (-320)	All Managers (Combined)	$209.3K	0.0% ($209.3K/$492.5M)	QoQ -26.36% (-$74.9K) YoY -23.52% (-$64.4K)
KT CORP(KTcusip48268K101)	11.8K	QoQ -1.56% (-187) YoY NEW(+11.8K)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$492.5M)	QoQ +12.32% (-$22.9K) YoY NEW(+$208.5K)
(SCHGcusip808524300)	8.3K	QoQ +7.58% (-586) YoY NEW(+8.3K)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$492.5M)	QoQ -3.34% (-$7.2K) YoY NEW(+$208.1K)