Personal Cfo Solutions, LLC Incresed Positions in Q3 2025

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
159
+ 7.33%
$334.32 - $426.2 $53.2K - $67.8K
2.33K $991K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.18K
+ 35.57%
$55.61 - $57.37 $232K - $240K
15.9K $908K
CW
Curtiss Wright Corp

Industrials
100
+ 12.72%
$472.43 - $542.94 $47.2K - $54.3K
886 $481K
INTC
Intel Corp

Technology
2K
+ 13.38%
$19.31 - $35.5 $38.6K - $70.9K
16.9K $568K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.87K
+ 58.94%
$60.9 - $70.75 $236K - $274K
10.4K $651K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.59%
$2292.04 - $2514.05 $6.88K - $7.54K
512 $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
193
+ 6.37%
$357.4 - $423.42 $69K - $81.7K
3.22K $1.31M
INCY
Incyte Corp

Healthcare
37
+ 0.49%
$67.27 - $86.96 $2.49K - $3.22K
7.6K $644K
USPH
U S Physical Therapy Inc

Healthcare
1.24K
+ 21.35%
$69.98 - $88.52 $86.5K - $109K
7.03K $596K
WM
Waste Management Inc

Industrials
887
+ 52.45%
$213.88 - $237.1 $190K - $210K
2.58K $569K
WCC
Wesco International Inc

Industrials
428
+ 31.01%
$189.22 - $227.19 $81K - $97.2K
1.81K $382K
KLAC
Kla Corp

Technology
15
+ 4.08%
$843.9 - $1078.6 $12.7K - $16.2K
383 $413K
CSCO
Cisco Systems, Inc.

Technology
761
+ 4.65%
$66.2 - $71.79 $50.4K - $54.6K
17.1K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
3.36K
+ 36.32%
$81.9 - $96.86 $275K - $326K
12.6K $1.07M
URI
United Rentals, Inc.

Industrials
50
+ 14.84%
$774.14 - $975.23 $38.7K - $48.8K
387 $369K
MSI
Motorola Solutions, Inc.

Technology
303
+ 44.43%
$408.73 - $490.3 $124K - $149K
985 $450K
CF
Cf Industries Holdings, Inc.

Basic Materials
611
+ 7.62%
$80.91 - $98.75 $49.4K - $60.3K
8.63K $773K
ERJ
Embraer S.A.

Industrials
346
+ 4.03%
$47.39 - $61.02 $16.4K - $21.1K
8.93K $539K
MLM
Martin Marietta Materials Inc

Basic Materials
40
+ 5.21%
$546.36 - $631.12 $21.9K - $25.2K
808 $509K
CDNS
Cadence Design Systems Inc

Technology
80
+ 6.81%
$309.46 - $373.37 $24.8K - $29.9K
1.26K $440K
D
Dominion Energy, Inc

Utilities
359
+ 1.57%
$56.32 - $62.1 $20.2K - $22.3K
23.2K $1.42M
WRB
Berkley W R Corp

Financial Services
95
+ 0.4%
$67.78 - $76.62 $6.44K - $7.28K
24.1K $1.84M
CAT
Caterpillar Inc

Industrials
12
+ 1.42%
$390.92 - $477.15 $4.69K - $5.73K
856 $408K
SAN
Banco Santander, S.A.

Financial Services
7.99K
+ 65.78%
$8.27 - $10.48 $66.1K - $83.7K
20.1K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 21.21%
$5364.25 - $5815.92 $75.1K - $81.4K
80 $431K
SNOW
Snowflake Inc.

Technology
48
+ 3.32%
$191.73 - $241.0 $9.2K - $11.6K
1.49K $336K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
565
+ 1.15%
$13.29 - $16.05 $7.51K - $9.07K
49.7K $792K
MMM
3 M CO

Industrials
604
+ 20.58%
$144.41 - $160.2 $87.2K - $96.8K
3.54K $549K
USB
Us Bancorp \De\

Financial Services
468
+ 3.11%
$43.94 - $50.41 $20.6K - $23.6K
15.5K $750K
PANW
Palo Alto Networks Inc

Technology
336
+ 24.69%
$167.06 - $208.19 $56.1K - $70K
1.7K $345K
TGT
Target Corp

Consumer Defensive
2.26K
+ 36.36%
$86.56 - $107.43 $195K - $242K
8.46K $758K
DHI
Horton D R Inc

Consumer Cyclical
243
+ 15.09%
$129.82 - $184.04 $31.5K - $44.7K
1.85K $314K
PLD
Prologis, Inc.

Real Estate
881
+ 30.97%
$104.08 - $115.35 $91.7K - $102K
3.73K $426K
GTES
Gates Industrial Corp PLC

Industrials
1.37K
+ 12.28%
$23.38 - $26.14 $32.1K - $35.9K
12.5K $311K
PSMT
Pricesmart Inc

Consumer Defensive
53
+ 1.8%
$102.01 - $122.66 $5.41K - $6.5K
3K $363K
GM
General Motors CO

Consumer Cyclical
416
+ 7.4%
$48.89 - $61.24 $20.3K - $25.5K
6.04K $367K
ENB
Enbridge Inc

Energy
771
+ 7.47%
$43.79 - $50.46 $33.8K - $38.9K
11.1K $559K
BTI
British American Tobacco P.L.C.

Consumer Defensive
118
+ 1.51%
$46.69 - $59.27 $5.51K - $6.99K
7.91K $419K
EL
Estee Lauder Companies Inc

Consumer Defensive
234
+ 6.83%
$83.65 - $95.26 $19.6K - $22.3K
3.66K $322K
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.08K
+ 4.96%
$12.61 - $18.25 $13.6K - $19.7K
22.9K $414K
BP
Bp PLC

Energy
2.42K
+ 16.3%
$30.25 - $35.69 $73.2K - $86.4K
17.3K $594K
WING
Wingstop Inc.

Consumer Cyclical
259
+ 27.18%
$247.44 - $377.34 $64.1K - $97.7K
1.21K $305K
VEEV
Veeva Systems Inc

Healthcare
54
+ 4.87%
$269.2 - $297.91 $14.5K - $16.1K
1.16K $346K
PPG
Ppg Industries Inc

Basic Materials
942
+ 41.52%
$103.65 - $119.07 $97.6K - $112K
3.21K $337K
CVS
Cvs Health Corp

Healthcare
39
+ 0.35%
$58.75 - $76.5 $2.29K - $2.98K
11.2K $842K
JCI
Johnson Controls International PLC

Industrials
35
+ 1.24%
$103.24 - $111.73 $3.61K - $3.91K
2.85K $313K
YOU
Clear Secure, Inc.

Technology
334
+ 3.33%
$27.98 - $38.03 $9.35K - $12.7K
10.4K $345K
PGR
Progressive Corp

Financial Services
727
+ 27.92%
$238.61 - $264.3 $173K - $192K
3.33K $822K
VNET
Vnet Group, Inc.

Technology
1.65K
+ 5.24%
$6.61 - $11.13 $10.9K - $18.4K
33.2K $343K
Activity Summary
Buys All Purchases 298 New Holdings 102 Increased Positions 196 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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