Personal Cfo Solutions, LLC Purchases in Q1 2025

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNCL
Fidelity Covington Tr Msci Fin

ETFs
111K
New
$66.3 - $74.17 $7.37M - $8.24M
111K $7.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.55K
New
$360.07 - $417.26 $1.28M - $1.48M
3.55K $1.28M
XLV
Select Sector Spdr Fund Health

ETFs
7.78K
New
$137.61 - $149.68 $1.07M - $1.16M
7.78K $1.14M
AON
Aon PLC

Financial Services
2.51K
+ 76.66%
$348.44 - $409.32 $875K - $1.03M
5.78K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 2.28%
$442.66 - $534.52 $100K - $121K
10.2K $5.43M
LLY
Eli Lilly & CO

Healthcare
875
+ 26.5%
$725.72 - $929.72 $635K - $814K
4.18K $3.45M
SLV
I Shares Silver Trust

ETFs
24.9K
New
$26.93 - $31.32 $672K - $781K
24.9K $772K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.06K
New
$169.43 - $182.84 $687K - $742K
4.06K $702K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.53K
New
$74.85 - $84.89 $638K - $724K
8.53K $696K
V
Visa Inc.

Financial Services
437
+ 3.19%
$306.92 - $362.71 $134K - $159K
14.1K $4.95M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.11K
New
$85.29 - $92.57 $521K - $566K
6.11K $556K
SBUX
Starbucks Corp

Consumer Cyclical
5.15K
+ 125.54%
$91.75 - $115.81 $473K - $597K
9.25K $907K
EFG
Msci Eafe Growth ETF

ETFs
5.29K
New
$96.1 - $106.37 $508K - $563K
5.29K $528K
XOM
Exxon Mobil Corp

Energy
1.53K
+ 5.53%
$105.44 - $118.93 $162K - $182K
29.3K $3.48M
CVX
Chevron Corp

Energy
507
+ 2.9%
$146.71 - $167.97 $74.4K - $85.2K
18K $3.01M
NRG
Nrg Energy, Inc.

Utilities
4.61K
New
$84.82 - $113.33 $391K - $522K
4.61K $439K
IBM
International Business Machines Corp

Technology
1.04K
+ 18.92%
$217.4 - $264.74 $225K - $274K
6.5K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
611
+ 1.27%
$50.81 - $60.02 $31K - $36.7K
48.8K $2.93M
AMD
Advanced Micro Devices Inc

Technology
4.17K
+ 179.76%
$96.63 - $129.55 $403K - $541K
6.5K $667K
JNJ
Johnson & Johnson

Healthcare
526
+ 4.15%
$142.06 - $167.7 $74.7K - $88.2K
13.2K $2.19M
ABT
Abbott Laboratories

Healthcare
84
+ 0.48%
$111.1 - $140.22 $9.33K - $11.8K
17.6K $2.33M
EFV
Msci Eafe Value ETF

ETFs
5.47K
New
$51.88 - $60.73 $284K - $332K
5.47K $322K
KO
Coca Cola CO

Consumer Defensive
1.73K
+ 8.61%
$60.81 - $72.32 $105K - $125K
21.9K $1.57M
RTX
Raytheon Technologies Corp

Industrials
248
+ 1.51%
$114.1 - $135.66 $28.3K - $33.6K
16.7K $2.22M
CCK
Crown Holdings Inc

Consumer Cyclical
3.43K
New
$78.77 - $91.74 $270K - $314K
3.43K $305K
CVS
Cvs Health Corp

Healthcare
1.12K
+ 11.14%
$44.22 - $68.64 $49.3K - $76.6K
11.1K $754K
WRB
Berkley W R Corp

Financial Services
27
+ 0.11%
$56.7 - $71.27 $1.53K - $1.92K
24K $1.71M
MCK
Mckesson Corp

Healthcare
139
+ 7.0%
$566.21 - $672.99 $78.7K - $93.5K
2.13K $1.43M
CL
Colgate Palmolive CO

Consumer Defensive
3.05K
New
$85.68 - $97.5 $261K - $297K
3.05K $285K
DFS
Discover Financial Services

Financial Services
1.66K
New
$152.99 - $203.25 $254K - $337K
1.66K $283K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.12K
New
$115.79 - $154.66 $245K - $328K
2.12K $276K
EXPD
Expeditors International Of Washington Inc

Industrials
2.26K
New
$109.09 - $126.48 $247K - $286K
2.26K $272K
CSCO
Cisco Systems, Inc.

Technology
3.91K
+ 31.31%
$58.74 - $64.87 $229K - $253K
16.4K $1.01M
HES
Hess Corp

Energy
873
+ 18.18%
$135.42 - $160.52 $118K - $140K
5.68K $906K
SNY
Sanofi

Healthcare
4.76K
New
$48.15 - $59.42 $229K - $283K
4.76K $264K
APD
Air Products & Chemicals, Inc.

Basic Materials
848
+ 33.35%
$283.24 - $338.07 $240K - $287K
3.39K $1M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
8.52K
New
$29.72 - $31.94 $253K - $272K
8.52K $262K
YOU
Clear Secure, Inc.

Technology
10K
New
$22.12 - $27.62 $222K - $277K
10K $259K
VNET
Vnet Group, Inc.

Technology
31.6K
New
$4.95 - $14.68 $156K - $463K
31.6K $258K
GILD
Gilead Sciences, Inc.

Healthcare
1.86K
+ 82.83%
$89.14 - $117.41 $166K - $218K
4.1K $459K
AVA
Avista Corp

Utilities
5.9K
New
$35.2 - $41.87 $208K - $247K
5.9K $247K
WTW
Willis Towers Watson PLC

Financial Services
732
New
$306.61 - $340.78 $224K - $249K
732 $247K
UBER
Uber Technologies, Inc

Technology
2.05K
+ 28.88%
$63.17 - $81.49 $129K - $167K
9.15K $666K
IWB
Ishares Tr Russell 1000 ETF

ETFs
775
New
$302.31 - $337.54 $234K - $262K
775 $237K
AJG
Arthur J. Gallagher & Co.

Financial Services
346
+ 19.07%
$275.89 - $345.24 $95.5K - $119K
2.16K $745K
CSGP
Costar Group, Inc.

Real Estate
1.98K
+ 20.47%
$69.29 - $80.37 $137K - $159K
11.6K $921K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.34K
New
$142.8 - $176.36 $191K - $236K
1.34K $230K
VUG
Vanguard Growth ETF

ETFs
725
+ 68.79%
$369.1 - $427.61 $268K - $310K
1.78K $659K
ROLL
Rbc Bearings Inc

Industrials
921
New
N/A
921 $226K
Activity Summary
Buys All Purchases 239 New Holdings 43 Increased Positions 196 Sells All Sells 206 Reductions 206 Sold out 0 Options Calls 0 Puts 0
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