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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LKQ CORP

LKQ|501889208

Shares:18.1K

Value:$768.7K

% of Portfolio:0.2% ($768.7K/$492.5M)

Sony Group Corp

SONY|835699307

Shares:30.0K

Value:$762.6K

% of Portfolio:0.2% ($762.6K/$492.5M)

Xylem Inc.

XYL|98419M100

Shares:6.4K

Value:$761.2K

% of Portfolio:0.2% ($761.2K/$492.5M)

CVS HEALTH Corp

CVS|126650100

Shares:11.1K

Value:$754.5K

% of Portfolio:0.2% ($754.5K/$492.5M)

YUM BRANDS INC

YUM|988498101

Shares:4.8K

Value:$752.8K

% of Portfolio:0.2% ($752.8K/$492.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.7K

Value:$749.1K

% of Portfolio:0.2% ($749.1K/$492.5M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:2.2K

Value:$749.1K

% of Portfolio:0.2% ($749.1K/$492.5M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:2.2K

Value:$745.7K

% of Portfolio:0.2% ($745.7K/$492.5M)

Corteva, Inc.

CTVA|22052L104

Shares:11.8K

Value:$741.2K

% of Portfolio:0.2% ($741.2K/$492.5M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.6K

Value:$737.0K

% of Portfolio:0.1% ($737.0K/$492.5M)

Duke Energy CORP

DUK|26441C204

Shares:6.0K

Value:$735.0K

% of Portfolio:0.1% ($735.0K/$492.5M)

PEPSICO INC

PEP|713448108

Shares:4.9K

Value:$734.3K

% of Portfolio:0.1% ($734.3K/$492.5M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:21.5K

Value:$734.0K

% of Portfolio:0.1% ($734.0K/$492.5M)

464287655

IWM|464287655

Shares:3.7K

Value:$731.0K

% of Portfolio:0.1% ($731.0K/$492.5M)

RALPH LAUREN CORP

RL|751212101

Shares:3.3K

Value:$729.6K

% of Portfolio:0.1% ($729.6K/$492.5M)

Walt Disney Co

DIS|254687106

Shares:7.2K

Value:$714.1K

% of Portfolio:0.1% ($714.1K/$492.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.3K

Value:$706.2K

% of Portfolio:0.1% ($706.2K/$492.5M)

46137V357

RSP|46137V357

Shares:4.1K

Value:$702.6K

% of Portfolio:0.1% ($702.6K/$492.5M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:25.8K

Value:$700.2K

% of Portfolio:0.1% ($700.2K/$492.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.4K

Value:$698.7K

% of Portfolio:0.1% ($698.7K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LKQ CORP(LKQcusip501889208)	18.1K	QoQ +0.13% (+25) YoY +369.47% (+14.2K)	All Managers (Combined)	$768.7K	0.2% ($768.7K/$492.5M)	QoQ +15.91% (+$105.5K) YoY +273.85% (+$563.1K)
Sony Group Corp(SONYcusip835699307)	30.0K	QoQ +0.16% (+49) YoY +429.92% (+24.4K)	All Managers (Combined)	$762.6K	0.2% ($762.6K/$492.5M)	QoQ +20.18% (+$128.1K) YoY +56.91% (+$276.6K)
Xylem Inc.(XYLcusip98419M100)	6.4K	QoQ -0.82% (-53) YoY +1.03% (-65)	All Managers (Combined)	$761.2K	0.2% ($761.2K/$492.5M)	QoQ +2.12% (-$15.8K) YoY -6.62% (-$54.0K)
CVS HEALTH Corp(CVScusip126650100)	11.1K	QoQ +11.13% (+1.1K) YoY -56.11% (-14.2K)	All Managers (Combined)	$754.5K	0.2% ($754.5K/$492.5M)	QoQ +67.73% (+$304.7K) YoY -62.72% (-$1.3M)
YUM BRANDS INC(YUMcusip988498101)	4.8K	QoQ -0.10% (-5) YoY +47.06% (+1.5K)	All Managers (Combined)	$752.8K	0.2% ($752.8K/$492.5M)	QoQ +17.15% (-$110.2K) YoY +66.86% (+$301.6K)
DANAHER CORP /DE/(DHRcusip235851102)	3.7K	QoQ +5.45% (-189) YoY +14.54% (-464)	All Managers (Combined)	$749.1K	0.2% ($749.1K/$492.5M)	QoQ -5.81% (-$46.2K) YoY -5.96% (-$47.5K)
HCA Healthcare, Inc.(HCAcusip40412C101)	2.2K	QoQ -32.64% (-1.1K) YoY +126.77% (+1.2K)	All Managers (Combined)	$749.1K	0.2% ($749.1K/$492.5M)	QoQ -22.48% (-$217.3K) YoY +134.79% (+$430.0K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.2K	QoQ +19.07% (+346) YoY +27.05% (+460)	All Managers (Combined)	$745.7K	0.2% ($745.7K/$492.5M)	QoQ +44.84% (+$230.9K) YoY +75.34% (+$320.4K)
Corteva, Inc.(CTVAcusip22052L104)	11.8K	QoQ +3.25% (+371) YoY -1.05% (-125)	All Managers (Combined)	$741.2K	0.2% ($741.2K/$492.5M)	QoQ +14.07% (+$91.5K) YoY +7.96% (-$54.7K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.6K	QoQ +10.66% (+251) YoY +20.22% (+438)	All Managers (Combined)	$737.0K	0.1% ($737.0K/$492.5M)	QoQ +30.71% (+$173.2K) YoY +64.44% (+$288.8K)
Duke Energy CORP(DUKcusip26441C204)	6.0K	QoQ -1.45% (-89) YoY +6.42% (+364)	All Managers (Combined)	$735.0K	0.1% ($735.0K/$492.5M)	QoQ +11.55% (-$76.1K) YoY +34.21% (+$187.4K)
PEPSICO INC(PEPcusip713448108)	4.9K	QoQ +1.19% (-58) YoY -16.53% (-970)	All Managers (Combined)	$734.3K	0.1% ($734.3K/$492.5M)	QoQ -0.21% (-$1.6K) YoY -28.49% (-$292.6K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	21.5K	QoQ +0.74% (+160) YoY -0.28% (-62)	All Managers (Combined)	$734.0K	0.1% ($734.0K/$492.5M)	QoQ +9.68% (+$64.8K) YoY +16.65% (-$104.8K)
(IWMcusip464287655)	3.7K	QoQ +7.38% (-252) YoY -96.30% (-95.6K)	All Managers (Combined)	$731.0K	0.1% ($731.0K/$492.5M)	QoQ -3.03% (-$22.9K) YoY -96.49% (-$20.1M)
RALPH LAUREN CORP(RLcusip751212101)	3.3K	QoQ -1.49% (-50) YoY -17.18% (-686)	All Managers (Combined)	$729.6K	0.1% ($729.6K/$492.5M)	QoQ -5.84% (-$45.3K) YoY -2.65% (-$19.9K)
Walt Disney Co(DIScusip254687106)	7.2K	QoQ +22.60% (+1.3K) YoY +30.90% (+1.7K)	All Managers (Combined)	$714.1K	0.1% ($714.1K/$492.5M)	QoQ +8.68% (+$57.1K) YoY +5.59% (+$37.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.3K	QoQ -22.81% (-986) YoY -7.61% (-275)	All Managers (Combined)	$706.2K	0.1% ($706.2K/$492.5M)	QoQ -27.64% (-$269.8K) YoY -4.69% (-$34.8K)
(RSPcusip46137V357)	4.1K	QoQ NEW(+4.1K) YoY -84.31% (-21.8K)	All Managers (Combined)	$702.6K	0.1% ($702.6K/$492.5M)	QoQ NEW(+$702.6K) YoY -83.95% (-$3.7M)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	25.8K	QoQ -4.06% (-1.1K) YoY NEW(+25.8K)	All Managers (Combined)	$700.2K	0.1% ($700.2K/$492.5M)	QoQ -7.00% (-$52.8K) YoY NEW(+$700.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.4K	QoQ -14.74% (-236) YoY +20.90% (+236)	All Managers (Combined)	$698.7K	0.1% ($698.7K/$492.5M)	QoQ -6.98% (-$52.5K) YoY +29.19% (+$157.9K)