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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CONAGRA BRANDS INC.

CAG|205887102

Shares:36.9K

Value:$983.7K

% of Portfolio:0.2% ($983.7K/$492.5M)

Salesforce, Inc.

CRM|79466L302

Shares:3.6K

Value:$977.8K

% of Portfolio:0.2% ($977.8K/$492.5M)

EOG RESOURCES INC

EOG|26875P101

Shares:7.6K

Value:$977.2K

% of Portfolio:0.2% ($977.2K/$492.5M)

Airbnb, Inc.

ABNB|009066101

Shares:8.2K

Value:$973.6K

% of Portfolio:0.2% ($973.6K/$492.5M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:10.1K

Value:$970.2K

% of Portfolio:0.2% ($970.2K/$492.5M)

AMGEN INC

AMGN|031162100

Shares:3.1K

Value:$968.0K

% of Portfolio:0.2% ($968.0K/$492.5M)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:5.0K

Value:$936.2K

% of Portfolio:0.2% ($936.2K/$492.5M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:22.3K

Value:$931.6K

% of Portfolio:0.2% ($931.6K/$492.5M)

Paramount Global

PARA|92556H206

Shares:77.2K

Value:$923.9K

% of Portfolio:0.2% ($923.9K/$492.5M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:11.6K

Value:$921.4K

% of Portfolio:0.2% ($921.4K/$492.5M)

ICICI BANK LTD

IBN|45104G104

Shares:29.0K

Value:$912.9K

% of Portfolio:0.2% ($912.9K/$492.5M)

STARBUCKS CORP

SBUX|855244109

Shares:9.3K

Value:$907.7K

% of Portfolio:0.2% ($907.7K/$492.5M)

HESS CORP

HES|42809H107

Shares:5.7K

Value:$906.6K

% of Portfolio:0.2% ($906.6K/$492.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:3.7K

Value:$897.6K

% of Portfolio:0.2% ($897.6K/$492.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:11.5K

Value:$896.9K

% of Portfolio:0.2% ($896.9K/$492.5M)

464287598

IWD|464287598

Shares:4.8K

Value:$894.8K

% of Portfolio:0.2% ($894.8K/$492.5M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:5.0K

Value:$892.9K

% of Portfolio:0.2% ($892.9K/$492.5M)

ICON PLC

ICLR|G4705A100

Shares:5.0K

Value:$877.4K

% of Portfolio:0.2% ($877.4K/$492.5M)

MCDONALDS CORP

MCD|580135101

Shares:2.8K

Value:$870.1K

% of Portfolio:0.2% ($870.1K/$492.5M)

81369Y704

Shares:6.6K

Value:$864.2K

% of Portfolio:0.2% ($864.2K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONAGRA BRANDS INC.(CAGcusip205887102)	36.9K	QoQ -1.94% (-730) YoY +307.63% (+27.8K)	All Managers (Combined)	$983.7K	0.2% ($983.7K/$492.5M)	QoQ -5.75% (-$60.1K) YoY +266.76% (+$715.5K)
Salesforce, Inc.(CRMcusip79466L302)	3.6K	QoQ -20.54% (-942) YoY -55.49% (-4.5K)	All Managers (Combined)	$977.8K	0.2% ($977.8K/$492.5M)	QoQ -36.21% (-$555.3K) YoY -60.34% (-$1.5M)
EOG RESOURCES INC(EOGcusip26875P101)	7.6K	QoQ -5.22% (-420) YoY +85.35% (+3.5K)	All Managers (Combined)	$977.2K	0.2% ($977.2K/$492.5M)	QoQ -0.84% (-$8.3K) YoY +85.93% (+$451.7K)
Airbnb, Inc.(ABNBcusip009066101)	8.2K	QoQ +3.02% (-239) YoY -6.08% (-528)	All Managers (Combined)	$973.6K	0.2% ($973.6K/$492.5M)	QoQ -6.34% (-$66.0K) YoY -31.99% (-$458.1K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	10.1K	QoQ -2.28% (-236) YoY -30.92% (-4.5K)	All Managers (Combined)	$970.2K	0.2% ($970.2K/$492.5M)	QoQ +1.76% (-$16.8K) YoY -28.13% (-$379.8K)
AMGEN INC(AMGNcusip031162100)	3.1K	QoQ -3.65% (-118) YoY +1.56% (+48)	All Managers (Combined)	$968.0K	0.2% ($968.0K/$492.5M)	QoQ +15.16% (-$127.5K) YoY +11.28% (+$98.2K)
UNIVERSAL HEALTH SERVICES INC(UHScusip913903100)	5.0K	QoQ +4.88% (+232) YoY NEW(+5.0K)	All Managers (Combined)	$936.2K	0.2% ($936.2K/$492.5M)	QoQ +9.84% (+$83.9K) YoY NEW(+$936.2K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	22.3K	QoQ -3.28% (-758) YoY +394.82% (+17.8K)	All Managers (Combined)	$931.6K	0.2% ($931.6K/$492.5M)	QoQ +5.43% (-$48.1K) YoY +277.37% (+$684.7K)
Paramount Global(PARAcusip92556H206)	77.2K	QoQ -16.60% (-15.4K) YoY +59.08% (+28.7K)	All Managers (Combined)	$923.9K	0.2% ($923.9K/$492.5M)	QoQ -4.64% (-$45.0K) YoY +61.64% (+$352.3K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	11.6K	QoQ +20.47% (+2.0K) YoY +303.78% (+8.7K)	All Managers (Combined)	$921.4K	0.2% ($921.4K/$492.5M)	QoQ +33.32% (+$230.3K) YoY +231.17% (+$643.2K)
ICICI BANK LTD(IBNcusip45104G104)	29.0K	QoQ -3.75% (-1.1K) YoY -22.56% (-8.4K)	All Managers (Combined)	$912.9K	0.2% ($912.9K/$492.5M)	QoQ +1.59% (-$14.4K) YoY -7.58% (-$75.0K)
STARBUCKS CORP(SBUXcusip855244109)	9.3K	QoQ +125.54% (+5.2K) YoY +41.56% (+2.7K)	All Managers (Combined)	$907.7K	0.2% ($907.7K/$492.5M)	QoQ +142.47% (+$533.4K) YoY +51.92% (+$310.3K)
HESS CORP(HEScusip42809H107)	5.7K	QoQ +18.17% (+873) YoY +109.13% (+3.0K)	All Managers (Combined)	$906.6K	0.2% ($906.6K/$492.5M)	QoQ +41.91% (+$267.8K) YoY +118.78% (+$492.2K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	3.7K	QoQ +0.46% (+17) YoY -30.60% (-1.6K)	All Managers (Combined)	$897.6K	0.2% ($897.6K/$492.5M)	QoQ +15.43% (+$120.1K) YoY -17.77% (-$194.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	11.5K	QoQ +1.96% (+221) YoY -6.58% (-808)	All Managers (Combined)	$896.9K	0.2% ($896.9K/$492.5M)	QoQ +7.84% (+$65.3K) YoY +1.08% (-$9.6K)
(IWDcusip464287598)	4.8K	QoQ -38.17% (-2.9K) YoY +1.99% (+93)	All Managers (Combined)	$894.8K	0.2% ($894.8K/$492.5M)	QoQ -37.17% (-$529.4K) YoY +7.12% (+$59.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	5.0K	QoQ +19.62% (+817) YoY +52.90% (+1.7K)	All Managers (Combined)	$892.9K	0.2% ($892.9K/$492.5M)	QoQ +20.29% (+$150.7K) YoY +84.11% (+$408.0K)
ICON PLC(ICLRcusipG4705A100)	5.0K	QoQ -7.01% (-378) YoY -9.86% (-549)	All Managers (Combined)	$877.4K	0.2% ($877.4K/$492.5M)	QoQ -22.40% (-$253.4K) YoY -53.05% (-$991.5K)
MCDONALDS CORP(MCDcusip580135101)	2.8K	QoQ +4.50% (+120) YoY +1.75% (+48)	All Managers (Combined)	$870.1K	0.2% ($870.1K/$492.5M)	QoQ +12.60% (+$97.4K) YoY +12.67% (+$97.9K)
(cusip81369Y704)✕	6.6K	QoQ -16.71% (-1.3K) YoY +8.68% (+527)	All Managers (Combined)	$864.2K	0.2% ($864.2K/$492.5M)	QoQ -17.14% (-$178.8K) YoY +13.09% (+$100.1K)