Personal Cfo Solutions, LLC Incresed Positions in Q1 2025

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
V
Visa Inc.

Financial Services
437
+ 3.19%
$306.92 - $362.71 $134K - $159K
14.1K $4.95M
GLD
Spdr Gold Trust

ETFs
16
+ 0.13%
$243.19 - $288.14 $3.89K - $4.61K
12.2K $3.5M
SBUX
Starbucks Corp

Consumer Cyclical
5.15K
+ 125.54%
$91.75 - $115.81 $473K - $597K
9.25K $907K
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
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
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
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
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
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
APD
Air Products & Chemicals, Inc.

Basic Materials
848
+ 33.35%
$283.24 - $338.07 $240K - $287K
3.39K $1M
GILD
Gilead Sciences, Inc.

Healthcare
1.86K
+ 82.83%
$89.14 - $117.41 $166K - $218K
4.1K $459K
UBER
Uber Technologies, Inc

Technology
2.05K
+ 28.88%
$63.17 - $81.49 $129K - $167K
9.15K $666K
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
VUG
Vanguard Growth ETF

ETFs
725
+ 68.79%
$369.1 - $427.61 $268K - $310K
1.78K $659K
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.35K
+ 1.67%
$27.01 - $28.54 $90.5K - $95.6K
204K $5.7M
BA
Boeing CO

Industrials
1.85K
+ 12.9%
$148.15 - $186.25 $273K - $344K
16.2K $2.76M
AZN
Astrazeneca PLC

Healthcare
704
+ 3.31%
$65.37 - $77.96 $46K - $54.9K
22K $1.62M
HYG
Ishares Tr

ETFs
2.63K
+ 5.54%
$78.51 - $80.11 $206K - $211K
50.1K $3.95M
APH
Amphenol Corp

Technology
3.65K
+ 67.32%
$61.62 - $78.55 $225K - $287K
9.07K $595K
AIG
American International Group, Inc.

Financial Services
1.45K
+ 22.54%
$70.5 - $86.94 $102K - $126K
7.86K $683K
COP
Conocophillips

Energy
1.54K
+ 17.56%
$88.6 - $105.85 $136K - $162K
10.3K $1.08M
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 12.35%
$890.62 - $1076.86 $149K - $180K
1.52K $1.44M
UNH
Unitedhealth Group Inc

Healthcare
224
+ 5.39%
$461.52 - $548.18 $103K - $123K
4.38K $2.3M
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
PGR
Progressive Corp

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