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
QCOM
Qualcomm Inc

Technology
197
+ 2.06%
$151.94 - $175.86 $29.9K - $34.6K
9.77K $1.5M
TDY
Teledyne Technologies Inc

Technology
4
+ 0.48%
$455.51 - $518.84 $1.82K - $2.08K
838 $417K
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 2.9%
$308.86 - $455.36 $12.7K - $18.7K
1.46K $513K
LHX
L3 Harris Technologies, Inc.

Industrials
147
+ 7.7%
$194.65 - $222.86 $28.6K - $32.8K
2.06K $430K
TT
Trane Technologies PLC

Industrials
192
+ 16.65%
$332.0 - $400.86 $63.7K - $77K
1.35K $453K
STZ
Constellation Brands, Inc.

Consumer Defensive
682
+ 25.97%
$161.05 - $222.93 $110K - $152K
3.31K $607K
WU
Western Union CO

Financial Services
2.54K
+ 12.14%
$10.24 - $11.62 $26K - $29.5K
23.4K $247K
SPY
Spdr S&P 500 ETF Trust

ETFs
472
+ 5.3%
$551.42 - $612.93 $260K - $289K
9.38K $5.25M
XEL
Xcel Energy Inc

Utilities
69
+ 1.16%
$63.37 - $72.1 $4.37K - $4.97K
6K $424K
AYI
Acuity Brands Inc

Industrials
161
+ 22.68%
$257.8 - $337.07 $41.5K - $54.3K
871 $229K
GM
General Motors CO

Consumer Cyclical
1.05K
+ 23.01%
$45.22 - $54.92 $47.5K - $57.7K
5.62K $264K
KLAC
Kla Corp

Technology
4
+ 1.1%
$636.62 - $777.63 $2.55K - $3.11K
368 $250K
PANW
Palo Alto Networks Inc

Technology
193
+ 16.52%
$167.82 - $208.28 $32.4K - $40.2K
1.36K $232K
FISV
Fiserv Inc

Technology
154
+ 13.11%
N/A
1.33K $166K
NET
Cloudflare, Inc.

Technology
49
+ 1.98%
$110.71 - $176.5 $5.42K - $8.65K
2.52K $284K
FCNCA
First Citizens Bancshares Inc

Financial Services
25
+ 20.0%
$1728.36 - $2231.14 $43.2K - $55.8K
150 $278K
PSA
Public Storage

Real Estate
45
+ 6.28%
$288.99 - $313.98 $13K - $14.1K
761 $227K
WBD
Warner Bros. Discovery, Inc.

Communication Services
449
+ 1.05%
$9.47 - $11.46 $4.25K - $5.15K
43.4K $465K
SJNK
Spdr Bloomberg Short Term High

ETFs
427
+ 3.14%
$25.08 - $25.64 $10.7K - $10.9K
14K $352K
EL
Estee Lauder Companies Inc

Consumer Defensive
498
+ 17.01%
$64.26 - $85.48 $32K - $42.6K
3.43K $226K
RMD
Resmed Inc

Healthcare
61
+ 4.73%
$219.7 - $257.65 $13.4K - $15.7K
1.35K $302K
EFX
Equifax Inc

Industrials
86
+ 6.72%
$235.63 - $278.34 $20.3K - $23.9K
1.37K $332K
GDDY
Go Daddy Inc.

Technology
146
+ 12.85%
$172.13 - $214.35 $25.1K - $31.3K
1.28K $230K
F
Ford Motor CO

Consumer Cyclical
444
+ 3.81%
$9.12 - $10.43 $4.05K - $4.63K
12.1K $121K
CDNS
Cadence Design Systems Inc

Technology
194
+ 19.78%
$233.96 - $324.52 $45.4K - $63K
1.18K $298K
MFC
Manulife Financial Corp

Financial Services
2
+ 0.02%
$28.41 - $31.82 $56.8 - $63.6
9.92K $308K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
672
+ 1.09%
$7.06 - $9.39 $4.74K - $6.31K
62.2K $466K
SNA
Snap On Inc

Industrials
14
+ 1.94%
$324.09 - $358.62 $4.54K - $5.02K
737 $248K
TTE
Total Energies Se

Energy
48
+ 1.06%
N/A
4.57K $313K
CPB
Campbell Soup CO

Consumer Defensive
421
+ 5.5%
$37.29 - $42.04 $15.7K - $17.7K
8.08K $322K
MS
Morgan Stanley

Financial Services
484
+ 7.86%
$111.68 - $141.08 $54.1K - $68.3K
6.64K $775K
ADSK
Autodesk, Inc.

Technology
4
+ 0.34%
N/A
1.18K $290K
UPS
United Parcel Service Inc

Industrials
431
+ 14.62%
$109.66 - $136.26 $47.3K - $58.7K
3.38K $371K
Lam Research Corp
5
+ 0.06%
N/A
8.08K $0
Bitwise Bitcoin ETF Tr
251
+ 5.36%
N/A
4.94K $0
Gsk PLC
653
+ 5.57%
N/A
12.4K $0
GS
Goldman Sachs Group Inc

Financial Services
143
+ 4.81%
$524.81 - $672.19 $75K - $96.1K
3.12K $1.7M
Arista Networks Inc
1.27K
+ 28.23%
N/A
5.78K $0
Annaly Capital Management In
10.9K
New
N/A
10.9K $0
Rb Global Inc
10
+ 0.09%
N/A
11.1K $0
Brookfield Infrastructure CO
7.55K
New
N/A
7.55K $0
Aegon LTD
410
+ 1.73%
N/A
24.1K $0
Linde PLC
47
+ 1.51%
N/A
3.16K $0
PEP
Pepsico Inc

Consumer Defensive
58
+ 1.2%
$142.64 - $156.42 $8.27K - $9.07K
4.9K $734K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
433
+ 7.19%
$51.45 - $58.51 $22.3K - $25.3K
6.46K $334K
EME
Emcor Group, Inc.

Industrials
90
+ 19.78%
$361.16 - $535.99 $32.5K - $48.2K
545 $201K
SNOW
Snowflake Inc.

Technology
44
+ 3.14%
$146.16 - $192.78 $6.43K - $8.48K
1.45K $211K
MCO
Moodys Corp

Financial Services
11
+ 0.67%
$437.8 - $527.48 $4.82K - $5.8K
1.65K $769K
SCHG
Schwab Strategic Tr Us Large C

ETFs
586
+ 7.59%
$24.91 - $29.02 $14.6K - $17K
8.31K $208K
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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