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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464287465

EFA|464287465

Shares:8.5K

Value:$696.7K

% of Portfolio:0.1% ($696.7K/$492.5M)

Coupang, Inc.

CPNG|22266T109

Shares:31.6K

Value:$692.8K

% of Portfolio:0.1% ($692.8K/$492.5M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:7.9K

Value:$683.4K

% of Portfolio:0.1% ($683.4K/$492.5M)

46641Q332

Shares:11.7K

Value:$670.7K

% of Portfolio:0.1% ($670.7K/$492.5M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:49.1K

Value:$669.8K

% of Portfolio:0.1% ($669.8K/$492.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.5K

Value:$667.4K

% of Portfolio:0.1% ($667.4K/$492.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:9.1K

Value:$666.3K

% of Portfolio:0.1% ($666.3K/$492.5M)

Aptiv PLC

APTV|G3265R107

Shares:11.1K

Value:$662.9K

% of Portfolio:0.1% ($662.9K/$492.5M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:13.8K

Value:$660.6K

% of Portfolio:0.1% ($660.6K/$492.5M)

922908736

VUG|922908736

Shares:1.8K

Value:$659.5K

% of Portfolio:0.1% ($659.5K/$492.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.7K

Value:$651.1K

% of Portfolio:0.1% ($651.1K/$492.5M)

Blackstone Inc.

BX|09260D107

Shares:4.6K

Value:$648.5K

% of Portfolio:0.1% ($648.5K/$492.5M)

TARGET CORP

TGT|87612E106

Shares:6.2K

Value:$647.2K

% of Portfolio:0.1% ($647.2K/$492.5M)

US BANCORP \DE\

USB|902973304

Shares:15.1K

Value:$636.2K

% of Portfolio:0.1% ($636.2K/$492.5M)

GENERAL MILLS INC

GIS|370334104

Shares:10.5K

Value:$630.0K

% of Portfolio:0.1% ($630.0K/$492.5M)

HP INC

HPQ|40434L105

Shares:22.6K

Value:$626.6K

% of Portfolio:0.1% ($626.6K/$492.5M)

CF Industries Holdings, Inc.

CF|125269100

Shares:8.0K

Value:$626.4K

% of Portfolio:0.1% ($626.4K/$492.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.4K

Value:$618.1K

% of Portfolio:0.1% ($618.1K/$492.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.2K

Value:$610.2K

% of Portfolio:0.1% ($610.2K/$492.5M)

OMNICOM GROUP INC.

OMC|681919106

Shares:7.4K

Value:$610.0K

% of Portfolio:0.1% ($610.0K/$492.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	8.5K	QoQ NEW(+8.5K) YoY +24.43% (+1.7K)	All Managers (Combined)	$696.7K	0.1% ($696.7K/$492.5M)	QoQ NEW(+$696.7K) YoY +27.34% (+$149.6K)
Coupang, Inc.(CPNGcusip22266T109)	31.6K	QoQ -4.92% (-1.6K) YoY NEW(+31.6K)	All Managers (Combined)	$692.8K	0.1% ($692.8K/$492.5M)	QoQ -5.14% (-$37.6K) YoY NEW(+$692.8K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	7.9K	QoQ +22.54% (+1.4K) YoY NEW(+7.9K)	All Managers (Combined)	$683.4K	0.1% ($683.4K/$492.5M)	QoQ +46.34% (+$216.4K) YoY NEW(+$683.4K)
(cusip46641Q332)✕	11.7K	QoQ -1.88% (-225) YoY +15.64% (+1.6K)	All Managers (Combined)	$670.7K	0.1% ($670.7K/$492.5M)	QoQ -2.55% (-$17.6K) YoY +14.19% (+$83.4K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	49.1K	QoQ +0.97% (+474) YoY +8.00% (+3.6K)	All Managers (Combined)	$669.8K	0.1% ($669.8K/$492.5M)	QoQ +17.42% (+$99.4K) YoY +43.90% (+$204.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.5K	QoQ +179.75% (+4.2K) YoY +146.90% (+3.9K)	All Managers (Combined)	$667.4K	0.1% ($667.4K/$492.5M)	QoQ +137.97% (+$386.9K) YoY +40.51% (+$192.4K)
Uber Technologies, Inc(UBERcusip90353T100)	9.1K	QoQ +28.87% (+2.0K) YoY +50.55% (+3.1K)	All Managers (Combined)	$666.3K	0.1% ($666.3K/$492.5M)	QoQ +55.66% (+$238.3K) YoY +42.48% (+$198.7K)
Aptiv PLC(APTVcusipG3265R107)	11.1K	QoQ -0.46% (-52) YoY NEW(+11.1K)	All Managers (Combined)	$662.9K	0.1% ($662.9K/$492.5M)	QoQ -2.07% (-$14.1K) YoY NEW(+$662.9K)
Archer-Daniels-Midland Co(ADMcusip039483102)	13.8K	QoQ -6.56% (-966) YoY NEW(+13.8K)	All Managers (Combined)	$660.6K	0.1% ($660.6K/$492.5M)	QoQ -11.20% (-$83.3K) YoY NEW(+$660.6K)
(VUGcusip922908736)	1.8K	QoQ +68.78% (+725) YoY +201.52% (+1.2K)	All Managers (Combined)	$659.5K	0.1% ($659.5K/$492.5M)	QoQ +52.42% (+$226.8K) YoY +224.57% (+$456.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.7K	QoQ -2.62% (-100) YoY 0.00% (+0)	All Managers (Combined)	$651.1K	0.1% ($651.1K/$492.5M)	QoQ -11.24% (-$82.5K) YoY +8.74% (+$52.4K)
Blackstone Inc.(BXcusip09260D107)	4.6K	QoQ +3.68% (-165) YoY +57.36% (+1.7K)	All Managers (Combined)	$648.5K	0.1% ($648.5K/$492.5M)	QoQ -15.93% (-$123.0K) YoY +67.40% (+$261.1K)
TARGET CORP(TGTcusip87612E106)	6.2K	QoQ -34.76% (-3.3K) YoY +67.57% (-2.5K)	All Managers (Combined)	$647.2K	0.1% ($647.2K/$492.5M)	QoQ -49.64% (-$638.0K) YoY -1.34% (-$8.8K)
US BANCORP \DE\(USBcusip902973304)	15.1K	QoQ -1.01% (-155) YoY -21.50% (-4.1K)	All Managers (Combined)	$636.2K	0.1% ($636.2K/$492.5M)	QoQ -12.62% (-$91.9K) YoY -25.86% (-$221.9K)
GENERAL MILLS INC(GIScusip370334104)	10.5K	QoQ +3.43% (-350) YoY NEW(+10.5K)	All Managers (Combined)	$630.0K	0.1% ($630.0K/$492.5M)	QoQ -3.02% (-$19.6K) YoY NEW(+$630.0K)
HP INC(HPQcusip40434L105)	22.6K	QoQ -0.94% (-216) YoY NEW(+22.6K)	All Managers (Combined)	$626.6K	0.1% ($626.6K/$492.5M)	QoQ -15.94% (-$118.9K) YoY NEW(+$626.6K)
CF Industries Holdings, Inc.(CFcusip125269100)	8.0K	QoQ -9.49% (-841) YoY -22.59% (-2.3K)	All Managers (Combined)	$626.4K	0.1% ($626.4K/$492.5M)	QoQ -17.10% (-$129.3K) YoY -27.31% (-$235.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.4K	QoQ -9.42% (-358) YoY +7.87% (+251)	All Managers (Combined)	$618.1K	0.1% ($618.1K/$492.5M)	QoQ -13.19% (-$94.0K) YoY +11.23% (+$62.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.2K	QoQ -4.27% (-55) YoY -9.41% (-128)	All Managers (Combined)	$610.2K	0.1% ($610.2K/$492.5M)	QoQ -9.16% (-$61.6K) YoY +12.41% (-$67.4K)
OMNICOM GROUP INC.(OMCcusip681919106)	7.4K	QoQ -2.33% (-176) YoY NEW(+7.4K)	All Managers (Combined)	$610.0K	0.1% ($610.0K/$492.5M)	QoQ -5.89% (-$38.2K) YoY NEW(+$610.0K)