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
Rb Global Inc
10
+ 0.09%
N/A
11.1K $0
PEP
Pepsico Inc

Consumer Defensive
58
+ 1.2%
$142.64 - $156.42 $8.27K - $9.07K
4.9K $734K
SNOW
Snowflake Inc.

Technology
44
+ 3.14%
$146.16 - $192.78 $6.43K - $8.48K
1.45K $211K
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
SCHG
Schwab Strategic Tr Us Large C

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

Financial Services
11
+ 0.67%
$437.8 - $527.48 $4.82K - $5.8K
1.65K $769K
VOYA
Voya Financial, Inc.

Financial Services
1
+ 0.01%
$65.1 - $75.67 $65.1 - $75.7
8.03K $544K
GLW
Corning Inc

Technology
65
+ 0.89%
$44.91 - $54.25 $2.92K - $3.53K
7.37K $337K
SPG
Simon Property Group Inc

Real Estate
30
+ 1.19%
$159.48 - $187.78 $4.78K - $5.63K
2.55K $422K
ADI
Analog Devices Inc

Technology
77
+ 3.12%
$201.56 - $243.82 $15.5K - $18.8K
2.55K $513K
MUSA
Murphy Usa Inc.

Consumer Cyclical
8
+ 1.52%
$435.02 - $515.95 $3.48K - $4.13K
534 $250K
DXCM
Dexcom Inc

Healthcare
234
+ 7.29%
$67.74 - $90.75 $15.9K - $21.2K
3.45K $235K
ENTG
Entegris Inc

Technology
140
+ 6.02%
$87.48 - $109.53 $12.2K - $15.3K
2.47K $215K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
24
+ 1.15%
$119.87 - $145.05 $2.88K - $3.48K
2.12K $264K
ANSS
Ansys Inc

Technology
38
+ 2.77%
$316.56 - $360.36 $12K - $13.7K
1.41K $446K
GIS
General Mills Inc

Consumer Defensive
350
+ 3.44%
$57.56 - $65.3 $20.1K - $22.9K
10.5K $630K
PEG
Public Service Enterprise Group Inc

Utilities
26
+ 0.25%
$78.2 - $90.39 $2.03K - $2.35K
10.3K $849K
IWM
Ishares Russell 2000 ETF

ETFs
252
+ 7.39%
$198.1 - $229.79 $49.9K - $57.9K
3.66K $730K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
72
+ 4.69%
$203.38 - $274.79 $14.6K - $19.8K
1.61K $330K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.09%
$81.62 - $96.63 $245 - $290
3.29K $273K
MAR
Marriott International Inc

Consumer Cyclical
16
+ 1.92%
$237.01 - $304.45 $3.79K - $4.87K
851 $202K
IGV
Ishares Expanded Tech Software

ETFs
1.74K
+ 10.45%
$88.3 - $107.83 $153K - $187K
18.3K $1.63M
SXI
Standex International Corp

Industrials
144
+ 5.67%
$160.36 - $196.08 $23.1K - $28.2K
2.68K $433K
TTEK
Tetra Tech Inc

Industrials
1.01K
+ 14.03%
$28.26 - $42.58 $28.7K - $43.2K
8.24K $241K
DHR
Danaher Corp

Healthcare
189
+ 5.45%
$201.62 - $250.59 $38.1K - $47.4K
3.65K $749K
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 1.53%
$497.6 - $606.74 $25.4K - $30.9K
3.38K $1.68M
AMAT
Applied Materials Inc

Technology
249
+ 4.88%
$145.06 - $195.51 $36.1K - $48.7K
5.35K $775K
BAH
Booz Allen Hamilton Holding Corp

Industrials
92
+ 3.48%
$102.72 - $143.06 $9.45K - $13.2K
2.74K $286K
ETN
Eaton Corp PLC

Industrials
188
+ 10.59%
$271.83 - $371.23 $51.1K - $69.8K
1.96K $533K
TROW
Price T Rowe Group Inc

Financial Services
33
+ 1.2%
$91.57 - $116.93 $3.02K - $3.86K
2.79K $256K
NTAP
Net App, Inc.

Technology
45
+ 1.99%
$87.84 - $126.3 $3.95K - $5.68K
2.31K $202K
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 0.37%
$222.66 - $268.42 $4.01K - $4.83K
4.89K $1.14M
INCY
Incyte Corp

Healthcare
10
+ 0.13%
$60.0 - $75.26 $600 - $753
7.56K $457K
ABNB
Airbnb, Inc.

Consumer Cyclical
239
+ 3.02%
$119.38 - $161.42 $28.5K - $38.6K
8.15K $973K
IT
Gartner Inc

Technology
16
+ 1.22%
$418.25 - $548.38 $6.69K - $8.77K
1.32K $555K
CARR
Carrier Global Corp

Industrials
121
+ 0.6%
$62.07 - $70.55 $7.51K - $8.54K
20.5K $1.3M
ORCL
Oracle Corp

Technology
2.66K
+ 15.31%
$139.81 - $186.47 $371K - $495K
20K $2.8M
PFE
Pfizer Inc

Healthcare
60
+ 0.07%
$25.01 - $27.13 $1.5K - $1.63K
85.2K $2.16M
BX
Blackstone Inc.

Financial Services
165
+ 3.69%
$136.53 - $186.74 $22.5K - $30.8K
4.64K $648K
QQQ
Invesco Qqq Trust, Series 1

ETFs
116
+ 2.18%
$468.34 - $539.52 $54.3K - $62.6K
5.43K $2.55M
NVDA
Nvidia Corp

Technology
7.01K
+ 12.85%
$106.98 - $149.43 $750K - $1.05M
61.5K $6.67M
TSLA
Tesla, Inc.

Consumer Cyclical
1.94K
+ 18.54%
$222.15 - $428.22 $430K - $829K
12.4K $3.21M
MSFT
Microsoft Corp

Technology
959
+ 3.11%
$375.39 - $447.2 $360K - $429K
31.8K $12M
GOOGL
Alphabet Inc.

Communication Services
935
+ 1.66%
$154.33 - $206.19 $144K - $193K
57.2K $8.84M
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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