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
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
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
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
JNK
Spdr Bloomberg High Yield Bond

ETFs
781
+ 4.68%
$94.86 - $97.12 $74.1K - $75.9K
17.5K $1.66M
GRMN
Garmin LTD

Technology
249
+ 18.71%
$204.55 - $241.93 $50.9K - $60.2K
1.58K $343K
BK
Bank Of New York Mellon Corp

Financial Services
210
+ 3.04%
$75.42 - $88.95 $15.8K - $18.7K
7.12K $597K
AEP
American Electric Power CO Inc

Utilities
103
+ 3.15%
$90.32 - $109.27 $9.3K - $11.3K
3.37K $368K
SCHW
Schwab Charles Corp

Financial Services
221
+ 1.97%
$71.24 - $83.64 $15.7K - $18.5K
11.5K $896K
EPD
Enterprise Products Partners L.P.

Energy
160
+ 0.75%
$31.75 - $34.14 $5.08K - $5.46K
21.5K $734K
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
DIS
Walt Disney CO

Communication Services
1.33K
+ 22.61%
$96.87 - $114.0 $129K - $152K
7.24K $714K
TIP
Ishares Tr Tips Bd ETF

ETFs
364
+ 10.0%
$106.22 - $111.09 $38.7K - $40.4K
4.01K $444K
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
SHEL
Shell PLC

Energy
23
+ 0.47%
$62.84 - $73.29 $1.45K - $1.69K
4.93K $361K
ATO
Atmos Energy Corp

Utilities
82
+ 3.0%
$136.51 - $154.58 $11.2K - $12.7K
2.81K $434K
NUE
Nucor Corp

Basic Materials
355
+ 12.62%
$114.48 - $142.52 $40.6K - $50.6K
3.17K $381K
VTR
Ventas, Inc.

Real Estate
8
+ 0.15%
$56.9 - $70.47 $455 - $564
5.19K $357K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.89K
+ 44.69%
$47.79 - $59.89 $90.2K - $113K
6.11K $306K
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
TAP
Molson Coors Beverage CO

Consumer Defensive
532
+ 11.62%
$52.44 - $62.91 $27.9K - $33.5K
5.11K $310K
UNP
Union Pacific Corp

Industrials
131
+ 6.31%
$225.21 - $254.42 $29.5K - $33.3K
2.21K $521K
VEU
Vanguard Ftse All World Ex Us

ETFs
43
+ 0.31%
$56.51 - $62.98 $2.43K - $2.71K
13.8K $834K
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
ADP
Automatic Data Processing Inc

Industrials
78
+ 4.73%
$286.85 - $318.64 $22.4K - $24.9K
1.73K $527K
POR
Portland General Electric CO

Utilities
871
+ 18.73%
$40.56 - $45.24 $35.3K - $39.4K
5.52K $246K
BAC
Bank Of America Corp

Financial Services
2.78K
+ 8.16%
$39.61 - $47.74 $110K - $133K
36.8K $1.54M
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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