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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ASTRAZENECA PLC
Shares:22.0K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)
COCA COLA CO
Shares:21.9K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)
ServiceNow, Inc.
Shares:2.0K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$492.5M)
AbbVie Inc.
Shares:7.3K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
BANK OF AMERICA CORP /DE/
Shares:36.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
Energy Transfer LP
Shares:82.0K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
Zoetis Inc.
Shares:9.3K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
QUALCOMM INC/DE
Shares:9.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
LINDE PLC
Shares:3.2K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$492.5M)
COSTCO WHOLESALE CORP /NEW
Shares:1.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$492.5M)
MCKESSON CORP
Shares:2.1K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$492.5M)
GENERAL ELECTRIC CO
Shares:7.1K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$492.5M)
Spotify Technology S.A.
Shares:2.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$492.5M)
PROCTER & GAMBLE Co
Shares:7.9K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
CARRIER GLOBAL Corp
Shares:20.4K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
Workday, Inc.
Shares:5.5K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
464287614
Shares:3.6K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
DOMINION ENERGY, INC
Shares:22.8K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
SOUTHERN CO
Shares:13.9K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$492.5M)
MSCI Inc.
Shares:2.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$492.5M)