Personal Cfo Solutions, LLC New Holdings in Q1 2025

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNCL
Fidelity Covington Tr Msci Fin

ETFs
111K
New
$66.3 - $74.17 $7.37M - $8.24M
111K $7.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.55K
New
$360.07 - $417.26 $1.28M - $1.48M
3.55K $1.28M
XLV
Select Sector Spdr Fund Health

ETFs
7.78K
New
$137.61 - $149.68 $1.07M - $1.16M
7.78K $1.14M
SLV
I Shares Silver Trust

ETFs
24.9K
New
$26.93 - $31.32 $672K - $781K
24.9K $772K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.06K
New
$169.43 - $182.84 $687K - $742K
4.06K $702K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.53K
New
$74.85 - $84.89 $638K - $724K
8.53K $696K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.11K
New
$85.29 - $92.57 $521K - $566K
6.11K $556K
EFG
Msci Eafe Growth ETF

ETFs
5.29K
New
$96.1 - $106.37 $508K - $563K
5.29K $528K
NRG
Nrg Energy, Inc.

Utilities
4.61K
New
$84.82 - $113.33 $391K - $522K
4.61K $439K
EFV
Msci Eafe Value ETF

ETFs
5.47K
New
$51.88 - $60.73 $284K - $332K
5.47K $322K
CL
Colgate Palmolive CO

Consumer Defensive
3.05K
New
$85.68 - $97.5 $261K - $297K
3.05K $285K
DFS
Discover Financial Services

Financial Services
1.66K
New
$152.99 - $203.25 $254K - $337K
1.66K $283K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.12K
New
$115.79 - $154.66 $245K - $328K
2.12K $276K
EXPD
Expeditors International Of Washington Inc

Industrials
2.26K
New
$109.09 - $126.48 $247K - $286K
2.26K $272K
SNY
Sanofi

Healthcare
4.76K
New
$48.15 - $59.42 $229K - $283K
4.76K $264K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
8.52K
New
$29.72 - $31.94 $253K - $272K
8.52K $262K
YOU
Clear Secure, Inc.

Technology
10K
New
$22.12 - $27.62 $222K - $277K
10K $259K
VNET
Vnet Group, Inc.

Technology
31.6K
New
$4.95 - $14.68 $156K - $463K
31.6K $258K
AVA
Avista Corp

Utilities
5.9K
New
$35.2 - $41.87 $208K - $247K
5.9K $247K
WTW
Willis Towers Watson PLC

Financial Services
732
New
$306.61 - $340.78 $224K - $249K
732 $247K
IWB
Ishares Tr Russell 1000 ETF

ETFs
775
New
$302.31 - $337.54 $234K - $262K
775 $237K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.34K
New
$142.8 - $176.36 $191K - $236K
1.34K $230K
ROLL
Rbc Bearings Inc

Industrials
921
New
N/A
921 $226K
THC
Tenet Healthcare Corp

Healthcare
1.67K
New
$119.51 - $144.98 $200K - $242K
1.67K $224K
OTIS
Otis Worldwide Corp

Industrials
2.17K
New
$90.77 - $104.01 $197K - $225K
2.17K $223K
STX
Seagate Technology Holdings PLC

Technology
2.62K
New
$84.92 - $108.42 $223K - $284K
2.62K $222K
BSX
Boston Scientific Corp

Healthcare
2.17K
New
$89.38 - $106.18 $194K - $230K
2.17K $218K
ELV
Elevance Health, Inc.

Healthcare
499
New
$365.9 - $436.25 $183K - $218K
499 $217K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.06K
New
$159.75 - $208.61 $169K - $221K
1.06K $216K
WCC
Wesco International Inc

Industrials
1.38K
New
$155.3 - $199.95 $214K - $276K
1.38K $214K
CCI
Crown Castle International Corp

Real Estate
2.04K
New
$84.33 - $106.39 $172K - $217K
2.04K $212K
URI
United Rentals, Inc.

Industrials
337
New
$594.17 - $789.56 $200K - $266K
337 $211K
ROL
Rollins Inc

Consumer Cyclical
3.9K
New
$45.65 - $54.03 $178K - $211K
3.9K $210K
K
Kellogg CO

Consumer Defensive
2.46K
New
$81.06 - $82.9 $199K - $204K
2.46K $202K
CCL
Carnival Corp

Consumer Cyclical
10.1K
New
$19.08 - $28.49 $192K - $286K
10.1K $196K
LBRT
Liberty Energy Inc.

Energy
12.1K
New
$14.13 - $23.12 $170K - $279K
12.1K $190K
KC
Kingsoft Cloud Holdings LTD

Technology
12.3K
New
$9.15 - $20.81 $112K - $255K
12.3K $176K
PSO
Pearson PLC

Communication Services
10.8K
New
$15.45 - $17.75 $167K - $192K
10.8K $172K
ADPT
Adaptive Biotechnologies Corp

Healthcare
11.3K
New
$6.07 - $8.66 $68.3K - $97.4K
11.3K $83K
WETF
Wisdom Tree Investments, Inc.

Financial Services
12.4K
New
N/A
12.4K $67K
Brookfield Infrastructure CO
7.55K
New
N/A
7.55K $0
Annaly Capital Management In
10.9K
New
N/A
10.9K $0
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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