Personal-Cfo-Solutions

Filing Details

13F-HR2025-03-31
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
Manager Name
Personal-Cfo-Solutions
Data Enrichment
95% identified
424 identified24 unidentified

Holdings

448 positions • $492.5M total value
Manager:
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RTX Corp
Shares:16.7K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$492.5M)
ADOBE INC.
Shares:5.8K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$492.5M)
JOHNSON & JOHNSON
Shares:13.2K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$492.5M)
PFIZER INC
Shares:85.2K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$492.5M)
BRISTOL MYERS SQUIBB CO
Shares:33.1K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$492.5M)
INTUIT INC.
Shares:3.1K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$492.5M)
COMCAST CORP
Shares:50.3K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$492.5M)
Sea Ltd
Shares:14.0K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$492.5M)
33734X192
Shares:17.7K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$492.5M)
NOVO NORDISK A S
Shares:25.7K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$492.5M)
BERKLEY W R CORP
Shares:24.0K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
GOLDMAN SACHS GROUP INC
Shares:3.1K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
SHOPIFY INC.
Shares:17.7K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
THERMO FISHER SCIENTIFIC INC.
Shares:3.4K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
78468R622
Shares:17.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
Accenture plc
Shares:5.3K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
Broadcom Inc.
Shares:9.9K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$492.5M)
Walmart Inc.
Shares:18.7K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)
464287515
Shares:18.3K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:6.5K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)