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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ASML HOLDING NV
Shares:1.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$492.5M)
Ferrari N.V.
Shares:2.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$492.5M)
81369Y308
Shares:14.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$492.5M)
REGENERON PHARMACEUTICALS, INC.
Shares:1.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$492.5M)
81369Y886
Shares:14.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
LOWES COMPANIES INC
Shares:4.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
81369Y209
Shares:7.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
HOME DEPOT, INC.
Shares:3.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
RB GLOBAL INC.
Shares:11.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
CONOCOPHILLIPS
Shares:10.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
AMERIPRISE FINANCIAL INC
Shares:2.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
NORFOLK SOUTHERN CORP
Shares:4.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
81369Y605
Shares:21.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
NIKE, Inc.
Shares:16.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:15.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$492.5M)
Medtronic plc
Shares:11.6K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$492.5M)
CISCO SYSTEMS, INC.
Shares:16.4K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$492.5M)
Air Products & Chemicals, Inc.
Shares:3.4K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$492.5M)
MERCADOLIBRE INC
Shares:509
Value:$993.0K
% of Portfolio:0.2% ($993.0K/$492.5M)
Philip Morris International Inc.
Shares:6.3K
Value:$992.7K
% of Portfolio:0.2% ($992.7K/$492.5M)