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
ASML
Asml Holding Nv

Technology
213
+ 13.16%
$662.63 - $776.99 $141K - $165K
1.83K $1.21M
CTVA
Corteva, Inc.

Basic Materials
371
+ 3.25%
$55.94 - $66.15 $20.8K - $24.5K
11.8K $741K
MDLZ
Mondelez International, Inc.

Consumer Defensive
599
+ 10.04%
$56.12 - $68.15 $33.6K - $40.8K
6.56K $445K
PAYC
Paycom Software, Inc.

Technology
164
+ 4.45%
$199.42 - $225.82 $32.7K - $37K
3.85K $840K
UHS
Universal Health Services Inc

Healthcare
232
+ 4.88%
$163.99 - $193.27 $38K - $44.8K
4.98K $936K
ADPT
Adaptive Biotechnologies Corp

Healthcare
11.3K
New
$6.07 - $8.66 $68.3K - $97.4K
11.3K $83K
BAX
Baxter International Inc

Healthcare
946
+ 9.49%
$29.26 - $36.57 $27.7K - $34.6K
10.9K $373K
CME
Cme Group Inc.

Financial Services
145
+ 11.95%
$225.82 - $266.54 $32.7K - $38.6K
1.36K $360K
ED
Consolidated Edison Inc

Utilities
151
+ 5.35%
$88.0 - $110.59 $13.3K - $16.7K
2.97K $328K
INTC
Intel Corp

Technology
1.74K
+ 13.17%
$19.1 - $27.39 $33.2K - $47.6K
14.9K $339K
GRMN
Garmin LTD

Technology
249
+ 18.71%
$204.55 - $241.93 $50.9K - $60.2K
1.58K $343K
AEP
American Electric Power CO Inc

Utilities
103
+ 3.15%
$90.32 - $109.27 $9.3K - $11.3K
3.37K $368K
WETF
Wisdom Tree Investments, Inc.

Financial Services
12.4K
New
N/A
12.4K $67K
BK
Bank Of New York Mellon Corp

Financial Services
210
+ 3.04%
$75.42 - $88.95 $15.8K - $18.7K
7.12K $597K
EPD
Enterprise Products Partners L.P.

Energy
160
+ 0.75%
$31.75 - $34.14 $5.08K - $5.46K
21.5K $734K
SCHW
Schwab Charles Corp

Financial Services
221
+ 1.97%
$71.24 - $83.64 $15.7K - $18.5K
11.5K $896K
MMM
3 M CO

Industrials
88
+ 3.09%
$129.7 - $155.12 $11.4K - $13.7K
2.94K $431K
BTI
British American Tobacco P.L.C.

Consumer Defensive
657
+ 9.21%
$35.35 - $42.74 $23.2K - $28.1K
7.79K $322K
INTU
Intuit Inc

Technology
170
+ 5.77%
$555.63 - $630.23 $94.5K - $107K
3.12K $1.91M
RSG
Republic Services, Inc.

Industrials
79
+ 7.78%
$200.09 - $242.16 $15.8K - $19.1K
1.1K $265K
TIP
Ishares Tr Tips Bd ETF

ETFs
364
+ 10.0%
$106.22 - $111.09 $38.7K - $40.4K
4.01K $444K
DIS
Walt Disney CO

Communication Services
1.33K
+ 22.61%
$96.87 - $114.0 $129K - $152K
7.24K $714K
DE
Deere & CO

Industrials
5
+ 0.43%
$408.57 - $509.27 $2.04K - $2.55K
1.16K $544K
FTNT
Fortinet, Inc.

Technology
512
+ 17.64%
$92.49 - $114.57 $47.4K - $58.7K
3.41K $328K
ATO
Atmos Energy Corp

Utilities
82
+ 3.0%
$136.51 - $154.58 $11.2K - $12.7K
2.81K $434K
SHEL
Shell PLC

Energy
23
+ 0.47%
$62.84 - $73.29 $1.45K - $1.69K
4.93K $361K
NUE
Nucor Corp

Basic Materials
355
+ 12.62%
$114.48 - $142.52 $40.6K - $50.6K
3.17K $381K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.89K
+ 44.69%
$47.79 - $59.89 $90.2K - $113K
6.11K $306K
VTR
Ventas, Inc.

Real Estate
8
+ 0.15%
$56.9 - $70.47 $455 - $564
5.19K $357K
AWK
American Water Works Company, Inc.

Utilities
68
+ 3.81%
$121.01 - $149.31 $8.23K - $10.2K
1.85K $273K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 3.55%
$1187.71 - $1432.58 $7.13K - $8.6K
175 $250K
VEU
Vanguard Ftse All World Ex Us

ETFs
43
+ 0.31%
$56.51 - $62.98 $2.43K - $2.71K
13.8K $834K
UNP
Union Pacific Corp

Industrials
131
+ 6.31%
$225.21 - $254.42 $29.5K - $33.3K
2.21K $521K
TAP
Molson Coors Beverage CO

Consumer Defensive
532
+ 11.62%
$52.44 - $62.91 $27.9K - $33.5K
5.11K $310K
CYBR
Cyber Ark Software Ltd.

Technology
127
+ 16.82%
$312.8 - $414.31 $39.7K - $52.6K
882 $298K
DGX
Quest Diagnostics Inc

Healthcare
323
+ 12.13%
N/A
2.99K $409K
CAT
Caterpillar Inc

Industrials
199
+ 30.85%
$326.75 - $407.63 $65K - $81.1K
844 $278K
POR
Portland General Electric CO

Utilities
871
+ 18.73%
$40.56 - $45.24 $35.3K - $39.4K
5.52K $246K
ADP
Automatic Data Processing Inc

Industrials
78
+ 4.73%
$286.85 - $318.64 $22.4K - $24.9K
1.73K $527K
BIIB
Biogen Inc.

Healthcare
482
+ 31.2%
$133.43 - $153.27 $64.3K - $73.9K
2.03K $277K
BAC
Bank Of America Corp

Financial Services
2.78K
+ 8.16%
$39.61 - $47.74 $110K - $133K
36.8K $1.54M
PG
Procter & Gamble CO

Consumer Defensive
101
+ 1.3%
$158.56 - $176.26 $16K - $17.8K
7.9K $1.35M
KHC
Kraft Heinz CO

Consumer Defensive
1.37K
+ 13.08%
$28.51 - $32.22 $39K - $44.1K
11.8K $359K
WFC
Wells Fargo & Company

Financial Services
277
+ 2.37%
$66.78 - $81.42 $18.5K - $22.6K
12K $857K
DRI
Darden Restaurants Inc

Consumer Cyclical
60
+ 5.47%
$180.02 - $208.56 $10.8K - $12.5K
1.16K $240K
LQD
Ishares Iboxx $ Investment Gra

ETFs
278
+ 9.66%
$105.1 - $109.61 $29.2K - $30.5K
3.16K $343K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 22.22%
$4295.4 - $5141.88 $51.5K - $61.7K
66 $304K
CW
Curtiss Wright Corp

Industrials
175
+ 28.64%
$304.82 - $384.07 $53.3K - $67.2K
786 $249K
SNPS
Synopsys Inc

Technology
161
+ 25.6%
$428.58 - $551.54 $69K - $88.8K
790 $338K
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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