Personal Cfo Solutions, LLC Reduced Holdings in Q1 2025

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
-114K
- 90.4%
$45.41 - $47.18 $5.18M - $5.38M
12.1K $568K
UWM
Proshares Ultra Russell 2000

ETFs
-26K
- 7.11%
$33.01 - $45.08 $857K - $1.17M
339K $11.3M
AAPL
Apple Inc.

Technology
-375
- 0.34%
$209.68 - $247.1 $78.6K - $92.7K
109K $24.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.48K
- 3.68%
$190.26 - $242.06 $472K - $601K
64.9K $12.3M
GOOG
Alphabet Inc.

Communication Services
-1.84K
- 4.4%
$156.06 - $207.71 $287K - $382K
40K $6.24M
NOW
Service Now, Inc.

Technology
-541
- 21.67%
$783.83 - $1170.39 $424K - $633K
1.96K $1.56M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-32.4K
- 25.57%
$36.91 - $41.03 $1.2M - $1.33M
94.3K $3.74M
ITT
Itt Inc.

Industrials
-174
- 0.29%
$128.71 - $153.88 $22.4K - $26.8K
59.3K $7.66M
AVGO
Broadcom Inc.

Technology
-806
- 7.56%
$167.43 - $244.7 $135K - $197K
9.86K $1.65M
TGT
Target Corp

Consumer Defensive
-3.31K
- 34.76%
$103.65 - $142.5 $343K - $471K
6.2K $647K
CRM
Salesforce, Inc.

Technology
-942
- 20.54%
$268.36 - $359.95 $253K - $339K
3.64K $977K
NVO
Novo Nordisk A S

Healthcare
-1.41K
- 5.2%
$69.3 - $90.95 $97.8K - $128K
25.7K $1.79M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.94K
- 38.18%
$182.82 - $196.21 $537K - $576K
4.76K $894K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-27
- 0.17%
$165.25 - $224.62 $4.46K - $6.06K
15.8K $2.62M
NFLX
Netflix Inc

Communication Services
-656
- 17.81%
$828.4 - $1058.6 $543K - $694K
3.03K $2.82M
ACN
Accenture PLC

Technology
-710
- 11.81%
$300.91 - $398.25 $214K - $283K
5.3K $1.65M
AXP
American Express CO

Financial Services
-295
- 2.6%
$255.39 - $325.87 $75.3K - $96.1K
11.1K $2.98M
SHOP
Shopify Inc.

Technology
-1.69K
- 8.72%
$90.59 - $129.31 $153K - $218K
17.7K $1.69M
ADBE
Adobe Inc.

Technology
-33
- 0.57%
$377.84 - $464.11 $12.5K - $15.3K
5.76K $2.21M
NKE
Nike, Inc.

Consumer Cyclical
-1.48K
- 8.1%
$63.29 - $81.72 $93.4K - $121K
16.7K $1.06M
SKYY
First Trust Cloud Computing Et

ETFs
-34
- 0.19%
$102.23 - $131.18 $3.48K - $4.46K
17.7K $1.8M
MSCI
Msci Inc.

Financial Services
-333
- 13.32%
$541.46 - $628.34 $180K - $209K
2.17K $1.23M
HON
Honeywell International Inc

Industrials
-986
- 22.82%
$202.75 - $226.52 $200K - $223K
3.34K $706K
LEN
Lennar Corp

Consumer Cyclical
-733
- 9.06%
$113.93 - $141.54 $83.5K - $104K
7.35K $844K
ICLR
Icon PLC

Healthcare
-378
- 7.01%
$174.99 - $222.58 $66.1K - $84.1K
5.01K $877K
WDAY
Workday, Inc.

Technology
-441
- 7.41%
$233.53 - $277.82 $103K - $123K
5.51K $1.29M
MCHP
Microchip Technology Inc

Technology
-2.37K
- 17.58%
$48.41 - $64.3 $114K - $152K
11.1K $536K
MPC
Marathon Petroleum Corp

Energy
-1.79K
- 32.0%
$134.72 - $159.03 $241K - $284K
3.8K $553K
HCA
Hca Healthcare, Inc.

Healthcare
-1.05K
- 32.65%
$296.7 - $345.55 $312K - $363K
2.17K $749K
CBRE
Cbre Group, Inc.

Real Estate
-1.55K
- 8.11%
$121.79 - $147.13 $189K - $228K
17.5K $2.29M
APP
App Lovin Corp

Technology
-269
- 12.07%
$238.08 - $510.13 $64K - $137K
1.96K $519K
PPG
Ppg Industries Inc

Basic Materials
-1.43K
- 38.66%
$107.44 - $124.29 $154K - $178K
2.27K $248K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.37K
- 28.8%
$65.15 - $91.81 $88.9K - $125K
3.37K $220K
XLI
Industrial Sector Spdr

ETFs
-1.32K
- 16.71%
$128.78 - $141.67 $170K - $187K
6.59K $864K
BWA
Borgwarner Inc

Consumer Cyclical
-2.56K
- 8.22%
$27.78 - $32.9 $71.1K - $84.3K
28.6K $819K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.38K
- 49.18%
$124.46 - $147.4 $172K - $203K
1.42K $202K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-24
- 1.3%
$634.14 - $744.83 $15.2K - $17.9K
1.83K $1.16M
NVS
Novartis Ag

Healthcare
-1.89K
- 38.45%
$97.14 - $115.57 $183K - $218K
3.02K $336K
ARES
Ares Management Corp

Financial Services
-127
- 3.21%
$140.19 - $198.28 $17.8K - $25.2K
3.83K $561K
EMR
Emerson Electric CO

Industrials
-758
- 20.61%
$108.64 - $131.17 $82.3K - $99.4K
2.92K $320K
HST
Host Hotels & Resorts, Inc.

Real Estate
-679
- 1.81%
$14.21 - $17.45 $9.65K - $11.8K
36.8K $523K
CMCSA
Comcast Corp

Communication Services
-2.67K
- 5.04%
$33.19 - $38.23 $88.7K - $102K
50.3K $1.86M
CF
Cf Industries Holdings, Inc.

Basic Materials
-841
- 9.5%
$75.03 - $97.25 $63.1K - $81.8K
8.02K $626K
BMY
Bristol Myers Squibb CO

Healthcare
-4.83K
- 12.73%
$53.9 - $63.11 $260K - $305K
33.1K $2.02M
XLF
Financial Sector Spdr

ETFs
-3.13K
- 12.77%
$47.32 - $52.19 $148K - $163K
21.4K $1.07M
HPQ
Hp Inc

Technology
-216
- 0.95%
$27.69 - $34.72 $5.98K - $7.5K
22.6K $626K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 0.45%
$472.29 - $575.13 $4.72K - $5.75K
2.23K $1.08M
NU
Nu Holdings Ltd.

Financial Services
-9.94K
- 19.11%
$10.12 - $13.95 $101K - $139K
42.1K $430K
GNRC
Generac Holdings Inc.

Industrials
-326
- 15.55%
$126.65 - $164.06 $41.3K - $53.5K
1.77K $224K
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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