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
ECL
Ecolab Inc.

Basic Materials
714
+ 30.49%
$229.72 - $269.82 $164K - $193K
3.06K $774K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.86K
+ 42.9%
$54.27 - $63.81 $155K - $183K
9.53K $608K
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 12.61%
$1739.0 - $2260.0 $99.1K - $129K
509 $992K
THC
Tenet Healthcare Corp

Healthcare
1.67K
New
$119.51 - $144.98 $200K - $242K
1.67K $224K
OTIS
Otis Worldwide Corp

Industrials
2.17K
New
$90.77 - $104.01 $197K - $225K
2.17K $223K
AZN
Astrazeneca PLC

Healthcare
704
+ 3.31%
$65.37 - $77.96 $46K - $54.9K
22K $1.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.35K
+ 1.67%
$27.01 - $28.54 $90.5K - $95.6K
204K $5.7M
STX
Seagate Technology Holdings PLC

Technology
2.62K
New
$84.92 - $108.42 $223K - $284K
2.62K $222K
BA
Boeing CO

Industrials
1.85K
+ 12.9%
$148.15 - $186.25 $273K - $344K
16.2K $2.76M
HYG
Ishares Tr

ETFs
2.63K
+ 5.54%
$78.51 - $80.11 $206K - $211K
50.1K $3.95M
BSX
Boston Scientific Corp

Healthcare
2.17K
New
$89.38 - $106.18 $194K - $230K
2.17K $218K
ELV
Elevance Health, Inc.

Healthcare
499
New
$365.9 - $436.25 $183K - $218K
499 $217K
AIG
American International Group, Inc.

Financial Services
1.45K
+ 22.54%
$70.5 - $86.94 $102K - $126K
7.86K $683K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.06K
New
$159.75 - $208.61 $169K - $221K
1.06K $216K
WCC
Wesco International Inc

Industrials
1.38K
New
$155.3 - $199.95 $214K - $276K
1.38K $214K
COP
Conocophillips

Energy
1.54K
+ 17.56%
$88.6 - $105.85 $136K - $162K
10.3K $1.08M
CCI
Crown Castle International Corp

Real Estate
2.04K
New
$84.33 - $106.39 $172K - $217K
2.04K $212K
URI
United Rentals, Inc.

Industrials
337
New
$594.17 - $789.56 $200K - $266K
337 $211K
ROL
Rollins Inc

Consumer Cyclical
3.9K
New
$45.65 - $54.03 $178K - $211K
3.9K $210K
K
Kellogg CO

Consumer Defensive
2.46K
New
$81.06 - $82.9 $199K - $204K
2.46K $202K
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 12.35%
$890.62 - $1076.86 $149K - $180K
1.52K $1.44M
CCL
Carnival Corp

Consumer Cyclical
10.1K
New
$19.08 - $28.49 $192K - $286K
10.1K $196K
UNH
Unitedhealth Group Inc

Healthcare
224
+ 5.39%
$461.52 - $548.18 $103K - $123K
4.38K $2.3M
LBRT
Liberty Energy Inc.

Energy
12.1K
New
$14.13 - $23.12 $170K - $279K
12.1K $190K
MA
Mastercard Inc

Financial Services
42
+ 0.56%
$504.67 - $576.31 $21.2K - $24.2K
7.59K $4.16M
MDT
Medtronic PLC

Healthcare
843
+ 7.83%
$79.84 - $94.5 $67.3K - $79.7K
11.6K $1.04M
KC
Kingsoft Cloud Holdings LTD

Technology
12.3K
New
$9.15 - $20.81 $112K - $255K
12.3K $176K
PGR
Progressive Corp

Financial Services
251
+ 10.67%
$235.61 - $291.22 $59.1K - $73.1K
2.6K $736K
PSO
Pearson PLC

Communication Services
10.8K
New
$15.45 - $17.75 $167K - $192K
10.8K $172K
COF
Capital One Financial Corp

Financial Services
817
+ 19.63%
$163.87 - $209.82 $134K - $171K
4.98K $892K
SO
Southern CO

Utilities
53
+ 0.38%
$80.96 - $92.96 $4.29K - $4.93K
13.9K $1.28M
META
Meta Platforms, Inc.

Communication Services
359
+ 7.04%
$576.36 - $736.67 $207K - $264K
5.46K $3.15M
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 14.97%
$211.3 - $272.83 $50.1K - $64.7K
1.82K $485K
LDOS
Leidos Holdings, Inc.

Technology
1.12K
+ 62.03%
$126.82 - $161.11 $142K - $180K
2.92K $393K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
92
+ 8.62%
$402.49 - $513.76 $37K - $47.3K
1.16K $561K
ZTS
Zoetis Inc.

Healthcare
707
+ 8.27%
$156.48 - $175.67 $111K - $124K
9.26K $1.52M
SONY
Sony Group Corp

Technology
49
+ 0.16%
$19.88 - $25.64 $974 - $1.26K
30K $762K
WMT
Walmart Inc.

Consumer Defensive
1.91K
+ 11.35%
$84.5 - $105.05 $161K - $201K
18.7K $1.65M
BDX
Becton Dickinson & CO

Healthcare
507
+ 24.93%
$222.79 - $249.08 $113K - $126K
2.54K $582K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17
+ 0.46%
$208.48 - $244.03 $3.54K - $4.15K
3.68K $897K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
23
+ 0.96%
$80.53 - $147.57 $1.85K - $3.39K
2.42K $319K
NEE
Nextera Energy Inc

Utilities
1.74K
+ 16.96%
$66.96 - $76.16 $116K - $132K
12K $848K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
605
+ 9.8%
$46.15 - $63.53 $27.9K - $38.4K
6.78K $417K
PLTR
Palantir Technologies Inc.

Technology
225
+ 2.27%
$64.98 - $124.62 $14.6K - $28K
10.1K $856K
LKQ
Lkq Corp

Consumer Cyclical
25
+ 0.14%
$36.24 - $44.05 $906 - $1.1K
18.1K $768K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
474
+ 0.97%
$11.66 - $14.98 $5.53K - $7.1K
49.1K $669K
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 4.5%
$279.74 - $321.29 $33.6K - $38.6K
2.79K $870K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
660
+ 24.57%
$98.98 - $113.18 $65.3K - $74.7K
3.35K $378K
GD
General Dynamics Corp

Industrials
13
+ 0.13%
$241.94 - $272.58 $3.15K - $3.54K
9.88K $2.69M
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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email