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
DEO
Diageo PLC

Consumer Defensive
-42
- 0.98%
$104.79 - $126.12 $4.4K - $5.3K
4.23K $443K
BMA
Macro Bank Inc.

Financial Services
-53
- 1.2%
$75.51 - $115.85 $4K - $6.14K
4.36K $329K
USPH
U S Physical Therapy Inc

Healthcare
-22
- 0.38%
$71.93 - $90.88 $1.58K - $2K
5.79K $418K
DHI
Horton D R Inc

Consumer Cyclical
-529
- 24.73%
$125.29 - $147.65 $66.3K - $78.1K
1.61K $204K
TNL
Travel & Leisure Co.

Consumer Cyclical
-1.14K
- 11.67%
$46.29 - $57.86 $52.6K - $65.7K
8.6K $397K
SNDR
Schneider National, Inc.

Industrials
-569
- 4.6%
$22.65 - $30.73 $12.9K - $17.5K
11.8K $269K
MNST
Monster Beverage Corp

Consumer Defensive
-2.19K
- 36.28%
$46.16 - $58.58 $101K - $128K
3.85K $225K
USB
Us Bancorp \De\

Financial Services
-155
- 1.02%
$40.92 - $50.9 $6.34K - $7.89K
15.1K $636K
NXPI
Nxp Semiconductors N.V.

Technology
-177
- 5.67%
$189.99 - $245.86 $33.6K - $43.5K
2.94K $559K
ABC
Amerisourcebergen Corp

Healthcare
-464
- 19.05%
N/A
1.97K $365K
ADM
Archer Daniels Midland CO

Consumer Defensive
-966
- 6.56%
$45.22 - $52.17 $43.7K - $50.4K
13.8K $660K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-100
- 2.63%
$168.84 - $202.89 $16.9K - $20.3K
3.7K $651K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 1.17%
$347.25 - $424.87 $12.5K - $15.3K
3.03K $1.11M
NOG
Northern Oil & Gas, Inc.

Energy
-665
- 7.44%
$26.89 - $42.07 $17.9K - $28K
8.28K $250K
YPF
Ypf Sociedad Anonima

Energy
-166
- 1.65%
$31.56 - $46.03 $5.24K - $7.64K
9.89K $346K
CNS
Cohen & Steers, Inc.

Financial Services
-355
- 8.35%
$75.52 - $92.6 $26.8K - $32.9K
3.89K $312K
CGNX
Cognex Corp

Technology
-994
- 12.38%
$29.83 - $41.02 $29.7K - $40.8K
7.04K $209K
CNQ
Canadian Natural Resources LTD

Energy
-2.48K
- 15.2%
$26.72 - $32.74 $66.1K - $81K
13.8K $425K
POWI
Power Integrations Inc

Technology
-463
- 10.05%
$50.5 - $66.7 $23.4K - $30.9K
4.14K $209K
RE
Everest Re Group LTD

Financial Services
-202
- 23.17%
N/A
670 $248K
WING
Wingstop Inc.

Consumer Cyclical
-58
- 5.74%
$207.0 - $311.93 $12K - $18.1K
953 $214K
LMAT
Lemaitre Vascular Inc

Healthcare
-390
- 8.79%
$78.82 - $104.0 $30.7K - $40.6K
4.05K $339K
TXN
Texas Instruments Inc

Technology
-358
- 9.43%
N/A
3.44K $669K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-187
- 2.52%
$54.11 - $72.22 $10.1K - $13.5K
7.24K $394K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-33
- 0.32%
$14.67 - $22.01 $484 - $726
10.3K $157K
HXL
Hexcel Corp

Industrials
-393
- 6.81%
$54.76 - $70.69 $21.5K - $27.8K
5.38K $294K
MET
Metlife Inc

Financial Services
-747
- 19.37%
$77.7 - $87.0 $58K - $65K
3.11K $249K
PH
Parker Hannifin Corp

Industrials
-41
- 2.85%
$591.65 - $707.05 $24.3K - $29K
1.4K $849K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-13
- 0.38%
$157.11 - $206.52 $2.04K - $2.68K
3.42K $575K
MSI
Motorola Solutions, Inc.

Technology
-102
- 13.01%
$411.73 - $482.1 $42K - $49.2K
682 $298K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-177
- 3.87%
$87.72 - $111.91 $15.5K - $19.8K
4.4K $398K
CEG
Constellation Energy Corp

Utilities
-39
- 1.71%
$201.63 - $347.44 $7.86K - $13.6K
2.25K $452K
BWXT
Bwx Technologies, Inc.

Industrials
-222
- 7.29%
$96.59 - $128.46 $21.4K - $28.5K
2.82K $278K
CBT
Cabot Corp

Basic Materials
-305
- 7.12%
$81.12 - $92.51 $24.7K - $28.2K
3.98K $330K
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 4.27%
$476.63 - $610.45 $26.2K - $33.6K
1.23K $610K
CAG
Conagra Brands Inc.

Consumer Defensive
-730
- 1.94%
$23.9 - $27.67 $17.4K - $20.2K
36.9K $983K
CRAI
Cra International, Inc.

Industrials
-175
- 9.94%
$172.33 - $210.97 $30.2K - $36.9K
1.59K $274K
LSTR
Landstar System Inc

Industrials
-120
- 7.42%
$146.63 - $177.82 $17.6K - $21.3K
1.5K $224K
NOC
Northrop Grumman Corp

Industrials
-236
- 14.74%
$433.45 - $513.82 $102K - $121K
1.37K $698K
EXPI
Exp World Holdings, Inc.

Real Estate
-2.68K
- 17.59%
$9.38 - $11.76 $25.1K - $31.5K
12.5K $122K
VMI
Valmont Industries Inc

Industrials
-63
- 3.99%
$285.37 - $376.98 $18K - $23.7K
1.52K $432K
LKFN
Lakeland Financial Corp

Financial Services
-192
- 4.42%
$59.44 - $69.54 $11.4K - $13.4K
4.15K $246K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.09K
- 4.06%
$25.93 - $29.28 $28.3K - $32K
25.8K $700K
SAP
Sap Se

Technology
-964
- 10.34%
$241.4 - $293.69 $233K - $283K
8.36K $2.24M
ENSG
Ensign Group, Inc

Healthcare
-296
- 8.08%
$125.4 - $148.86 $37.1K - $44.1K
3.37K $435K
UTZ
Utz Brands, Inc.

Consumer Defensive
-1.22K
- 6.28%
$13.18 - $15.15 $16.1K - $18.5K
18.2K $256K
MLM
Martin Marietta Materials Inc

Basic Materials
-32
- 4.0%
$460.39 - $552.64 $14.7K - $17.7K
768 $367K
PAM
Pampa Energy Inc.

Utilities
-33
- 0.81%
$73.44 - $94.88 $2.42K - $3.13K
4.06K $313K
C
Citigroup Inc

Financial Services
-744
- 6.28%
$67.23 - $84.63 $50K - $63K
11.1K $788K
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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