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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TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:782

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$492.5M)

Gates Industrial Corp plc

GTES|G39108108

Shares:11.2K

Value:$205.7K

% of Portfolio:0.0% ($205.7K/$492.5M)

HORTON D R INC /DE/

DHI|23331A109

Shares:1.6K

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$492.5M)

NetApp, Inc.

NTAP|64110D104

Shares:2.3K

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$492.5M)

KELLANOVA

K|487836108

Shares:2.5K

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$492.5M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:851

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$492.5M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.4K

Value:$202.5K

% of Portfolio:0.0% ($202.5K/$492.5M)

ACADIA PHARMACEUTICALS INC

ACAD|004225108

Shares:12.2K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$492.5M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:1.4K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$492.5M)

EMCOR Group, Inc.

EME|29084Q100

Shares:545

Value:$201.5K

% of Portfolio:0.0% ($201.5K/$492.5M)

NexPoint Residential Trust, Inc.

NXRT|65341D102

Shares:5.1K

Value:$200.8K

% of Portfolio:0.0% ($200.8K/$492.5M)

Haleon plc

HLN|405552100

Shares:19.4K

Value:$199.6K

% of Portfolio:0.0% ($199.6K/$492.5M)

CARNIVAL CORP

CCL|143658300

Shares:10.1K

Value:$196.3K

% of Portfolio:0.0% ($196.3K/$492.5M)

Liberty Energy Inc.

LBRT|53115L104

Shares:12.1K

Value:$190.9K

% of Portfolio:0.0% ($190.9K/$492.5M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:24.3K

Value:$188.8K

% of Portfolio:0.0% ($188.8K/$492.5M)

Atlas Energy Solutions Inc.

AESI|642045108

Shares:10.2K

Value:$181.3K

% of Portfolio:0.0% ($181.3K/$492.5M)

Kingsoft Cloud Holdings Ltd

KC|49639K101

Shares:12.3K

Value:$176.0K

% of Portfolio:0.0% ($176.0K/$492.5M)

PEARSON PLC

PSO|705015105

Shares:10.8K

Value:$172.8K

% of Portfolio:0.0% ($172.8K/$492.5M)

AEGON LTD.

AEG|0076CA104

Shares:24.1K

Value:$158.5K

% of Portfolio:0.0% ($158.5K/$492.5M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:10.3K

Value:$157.7K

% of Portfolio:0.0% ($157.7K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	782	QoQ -7.45% (-63) YoY NEW(+782)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$492.5M)	QoQ +1.61% (-$3.3K) YoY NEW(+$206.8K)
Gates Industrial Corp plc(GTEScusipG39108108)	11.2K	QoQ +6.37% (-670) YoY NEW(+11.2K)	All Managers (Combined)	$205.7K	0.0% ($205.7K/$492.5M)	QoQ -4.79% (-$10.4K) YoY NEW(+$205.7K)
HORTON D R INC /DE/(DHIcusip23331A109)	1.6K	QoQ -24.73% (-529) YoY -71.10% (-4.0K)	All Managers (Combined)	$204.7K	0.0% ($204.7K/$492.5M)	QoQ -31.56% (-$94.4K) YoY -77.67% (-$712.2K)
NetApp, Inc.(NTAPcusip64110D104)	2.3K	QoQ +1.98% (-45) YoY +9.01% (-191)	All Managers (Combined)	$202.9K	0.0% ($202.9K/$492.5M)	QoQ -22.83% (-$60.0K) YoY -8.80% (-$19.6K)
KELLANOVA(Kcusip487836108)	2.5K	QoQ NEW(+2.5K) YoY -61.19% (-3.9K)	All Managers (Combined)	$202.8K	0.0% ($202.8K/$492.5M)	QoQ NEW(+$202.8K) YoY -44.13% (-$160.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	851	QoQ +1.91% (-16) YoY +6.50% (+52)	All Managers (Combined)	$202.7K	0.0% ($202.7K/$492.5M)	QoQ -12.96% (-$30.2K) YoY +0.43% (+$888)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.4K	QoQ -49.17% (-1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$202.5K	0.0% ($202.5K/$492.5M)	QoQ -44.83% (-$164.6K) YoY NEW(+$202.5K)
ACADIA PHARMACEUTICALS INC(ACADcusip004225108)	12.2K	QoQ -0.63% (-78) YoY -4.99% (-639)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$492.5M)	QoQ -10.05% (-$22.6K) YoY -14.65% (-$34.7K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	1.4K	QoQ -6.34% (-98) YoY -27.70% (-554)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$492.5M)	QoQ -10.64% (-$24.0K) YoY -40.14% (-$135.3K)
EMCOR Group, Inc.(EMEcusip29084Q100)	545	QoQ +19.78% (-90) YoY -39.37% (-354)	All Managers (Combined)	$201.5K	0.0% ($201.5K/$492.5M)	QoQ -2.45% (-$5.1K) YoY -36.00% (-$113.4K)
NexPoint Residential Trust, Inc.(NXRTcusip65341D102)	5.1K	QoQ -7.16% (-392) YoY NEW(+5.1K)	All Managers (Combined)	$200.8K	0.0% ($200.8K/$492.5M)	QoQ -12.10% (-$27.6K) YoY NEW(+$200.8K)
Haleon plc(HLNcusip405552100)	19.4K	QoQ -6.54% (-1.4K) YoY -16.06% (-3.7K)	All Managers (Combined)	$199.6K	0.0% ($199.6K/$492.5M)	QoQ +0.80% (-$1.6K) YoY +1.72% (-$3.4K)
CARNIVAL CORP(CCLcusip143658300)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$196.3K	0.0% ($196.3K/$492.5M)	QoQ NEW(+$196.3K) YoY NEW(+$196.3K)
Liberty Energy Inc.(LBRTcusip53115L104)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$190.9K	0.0% ($190.9K/$492.5M)	QoQ NEW(+$190.9K) YoY NEW(+$190.9K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	24.3K	QoQ -0.81% (-200) YoY NEW(+24.3K)	All Managers (Combined)	$188.8K	0.0% ($188.8K/$492.5M)	QoQ -4.50% (-$8.9K) YoY NEW(+$188.8K)
Atlas Energy Solutions Inc.(AESIcusip642045108)	10.2K	QoQ -20.28% (-2.6K) YoY NEW(+10.2K)	All Managers (Combined)	$181.3K	0.0% ($181.3K/$492.5M)	QoQ -35.87% (-$101.5K) YoY NEW(+$181.3K)
Kingsoft Cloud Holdings Ltd(KCcusip49639K101)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$176.0K	0.0% ($176.0K/$492.5M)	QoQ NEW(+$176.0K) YoY NEW(+$176.0K)
PEARSON PLC(PSOcusip705015105)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$172.8K	0.0% ($172.8K/$492.5M)	QoQ NEW(+$172.8K) YoY NEW(+$172.8K)
AEGON LTD.(AEGcusip0076CA104)	24.1K	QoQ +1.73% (+410) YoY NEW(+24.1K)	All Managers (Combined)	$158.5K	0.0% ($158.5K/$492.5M)	QoQ +13.82% (+$19.3K) YoY NEW(+$158.5K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	10.3K	QoQ -0.32% (-33) YoY NEW(+10.3K)	All Managers (Combined)	$157.7K	0.0% ($157.7K/$492.5M)	QoQ -30.48% (-$69.2K) YoY NEW(+$157.7K)