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
VTRS
Viatris Inc

Healthcare
-100
- 0.84%
$8.68 - $12.42 $868 - $1.24K
11.8K $103K
RL
Ralph Lauren Corp

Consumer Cyclical
-50
- 1.49%
$215.68 - $286.74 $10.8K - $14.3K
3.31K $729K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-584
- 12.21%
$81.83 - $82.73 $47.8K - $48.3K
4.2K $347K
PARA
Paramount Global

Communication Services
-15.4K
- 16.6%
$10.16 - $12.14 $156K - $187K
77.2K $923K
MTDR
Matador Resources CO

Energy
-329
- 6.32%
$44.79 - $63.77 $14.7K - $21K
4.88K $249K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.64K
- 4.93%
$21.34 - $25.52 $34.9K - $41.8K
31.6K $692K
OMC
Omnicom Group Inc.

Communication Services
-176
- 2.34%
$79.43 - $88.34 $14K - $15.5K
7.36K $610K
LMT
Lockheed Martin Corp

Industrials
-36
- 6.72%
$423.19 - $506.29 $15.2K - $18.2K
500 $223K
FSV
First Service Corp

Real Estate
-67
- 4.02%
$159.66 - $185.88 $10.7K - $12.5K
1.6K $265K
TJX
Tjx Companies Inc

Consumer Cyclical
-327
- 6.69%
$112.81 - $126.16 $36.9K - $41.3K
4.56K $555K
RGA
Reinsurance Group Of America Inc

Financial Services
-36
- 2.37%
$186.01 - $231.1 $6.7K - $8.32K
1.48K $291K
RPM
Rpm International Inc

Basic Materials
-43
- 1.3%
$114.03 - $128.31 $4.9K - $5.52K
3.27K $377K
HOMB
Home Bancshares Inc

Financial Services
-1.02K
- 7.88%
$27.23 - $31.23 $27.7K - $31.7K
11.9K $335K
UFPI
Ufp Industries Inc

Basic Materials
-153
- 6.49%
$103.91 - $118.67 $15.9K - $18.2K
2.21K $236K
IFF
International Flavors & Fragrances Inc

Basic Materials
-55
- 1.49%
$76.48 - $87.72 $4.21K - $4.82K
3.64K $282K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-392
- 7.16%
$37.37 - $42.55 $14.6K - $16.7K
5.08K $200K
KMI
Kinder Morgan, Inc.

Energy
-1.29K
- 13.8%
$26.1 - $31.22 $33.7K - $40.3K
8.06K $229K
HLNE
Hamilton Lane Inc

Financial Services
-171
- 5.18%
$137.87 - $170.18 $23.6K - $29.1K
3.13K $464K
DOV
Dover Corp

Industrials
-38
- 2.56%
$174.65 - $206.43 $6.64K - $7.84K
1.45K $254K
OLED
Universal Display Corp Pa

Technology
-98
- 6.35%
$139.48 - $161.59 $13.7K - $15.8K
1.45K $201K
JCI
Johnson Controls International PLC

Industrials
-346
- 10.94%
$76.12 - $90.6 $26.3K - $31.3K
2.82K $225K
UMH
Umh Properties, Inc.

Real Estate
-1.06K
- 6.33%
$17.49 - $19.0 $18.5K - $20.1K
15.6K $292K
ENB
Enbridge Inc

Energy
-995
- 8.79%
$41.54 - $45.45 $41.3K - $45.2K
10.3K $457K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-78
- 0.64%
$16.61 - $20.29 $1.3K - $1.58K
12.2K $201K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-34
- 2.16%
$182.78 - $209.07 $6.21K - $7.11K
1.54K $288K
PSMT
Pricesmart Inc

Consumer Defensive
-91
- 3.0%
$82.4 - $94.86 $7.5K - $8.63K
2.95K $258K
KMX
Carmax Inc

Consumer Cyclical
-58
- 1.38%
$69.25 - $89.19 $4.02K - $5.17K
4.15K $323K
UNF
Unifirst Corp

Industrials
-132
- 8.51%
$169.33 - $230.5 $22.4K - $30.4K
1.42K $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-225
- 1.88%
$56.17 - $59.71 $12.6K - $13.4K
11.7K $670K
NXST
Nexstar Media Group, Inc.

Communication Services
-340
- 16.11%
$146.34 - $182.75 $49.8K - $62.1K
1.77K $317K
XLP
Consumer Staples Sector Spdr

ETFs
-218
- 1.5%
N/A
14.3K $1.09M
RACE
Ferrari N.V.

Consumer Cyclical
-59
- 2.04%
$413.73 - $508.15 $24.4K - $30K
2.83K $1.21M
NSC
Norfolk Southern Corp

Industrials
-105
- 2.28%
$227.69 - $259.76 $23.9K - $27.3K
4.51K $1.07M
UBS
Ubs Group Ag

Financial Services
-765
- 2.71%
$30.28 - $35.78 $23.2K - $27.4K
27.5K $842K
AL
Air Lease Corp

Industrials
-331
- 4.59%
$43.38 - $51.13 $14.4K - $16.9K
6.88K $332K
DD
Du Pont De Nemours, Inc.

Basic Materials
-9
- 0.13%
$72.7 - $84.32 $654 - $759
6.8K $507K
ERIC
Ericsson Lm Telephone CO

Technology
-200
- 0.82%
$7.47 - $8.9 $1.49K - $1.78K
24.3K $188K
EOG
Eog Resources Inc

Energy
-420
- 5.22%
$120.54 - $138.05 $50.6K - $58K
7.62K $977K
ELS
Equity Lifestyle Properties Inc

Real Estate
-113
- 3.36%
$64.36 - $69.32 $7.27K - $7.83K
3.25K $216K
CPK
Chesapeake Utilities Corp

Utilities
-160
- 7.33%
$116.55 - $130.37 $18.6K - $20.9K
2.02K $259K
SPGI
S&P Global Inc.

Financial Services
-20
- 2.97%
$478.26 - $543.77 $9.57K - $10.9K
654 $332K
TRNO
Terreno Realty Corp

Real Estate
-313
- 6.58%
$57.4 - $68.5 $18K - $21.4K
4.44K $280K
WMB
Williams Companies, Inc.

Energy
-559
- 9.83%
$54.02 - $61.09 $30.2K - $34.1K
5.13K $306K
Te Connectivity PLC
-297
- 12.62%
N/A
2.06K $0
Ge Vernova Inc
-40
- 2.65%
N/A
1.47K $0
Atlassian Corporation
-666
- 19.29%
N/A
2.79K $0
Canadian Pacific Kansas City
-2.21K
- 12.74%
N/A
15.1K $0
Blackrock Inc
-21
- 2.31%
N/A
890 $0
BFB
Brown Forman Corp Cl B
-333
- 3.6%
N/A
8.93K $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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