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
Aptiv PLC
-52
- 0.46%
N/A
11.1K $0
Atlas Energy Solutions Inc
-2.59K
- 20.28%
N/A
10.2K $0
Bunge Global Sa
-158
- 2.23%
N/A
6.92K $0
HLN
Haleon PLC

Healthcare
-1.36K
- 6.54%
$9.02 - $10.67 $12.2K - $14.5K
19.4K $199K
TRV
Travelers Companies, Inc.

Financial Services
-63
- 7.46%
$232.43 - $265.13 $14.6K - $16.7K
782 $206K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-29
- 3.59%
$416.48 - $494.72 $12.1K - $14.3K
779 $379K
HDB
Hdfc Bank LTD

Financial Services
-56
- 1.6%
$58.06 - $66.85 $3.25K - $3.74K
3.45K $229K
BR
Broadridge Financial Solutions, Inc.

Technology
-33
- 3.51%
$221.46 - $244.83 $7.31K - $8.08K
908 $220K
CASY
Caseys General Stores Inc

Consumer Cyclical
-53
- 6.02%
$378.71 - $442.54 $20.1K - $23.5K
827 $358K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-268
- 1.82%
$14.13 - $16.72 $3.79K - $4.48K
14.5K $224K
PRGO
Perrigo CO PLC

Healthcare
-533
- 4.41%
$23.5 - $29.47 $12.5K - $15.7K
11.6K $324K
DTE
Dte Energy CO

Utilities
-151
- 7.87%
$117.6 - $138.27 $17.8K - $20.9K
1.77K $244K
IBN
Icici Bank LTD

Financial Services
-1.13K
- 3.75%
$27.55 - $31.67 $31.1K - $35.8K
29K $912K
FTI
Technip Fmc PLC

Energy
-186
- 2.42%
$25.3 - $32.57 $4.71K - $6.06K
7.51K $237K
XYL
Xylem Inc.

Industrials
-53
- 0.82%
$114.02 - $132.04 $6.04K - $7K
6.37K $761K
SAN
Banco Santander, S.A.

Financial Services
-2.23K
- 15.52%
$4.46 - $7.14 $9.95K - $15.9K
12.1K $81K
ACGL
Arch Capital Group Ltd.

Financial Services
-236
- 2.29%
$88.13 - $96.94 $20.8K - $22.9K
10.1K $970K
SBAC
Sba Communications Corp

Real Estate
-91
- 3.92%
$192.76 - $224.91 $17.5K - $20.5K
2.23K $491K
JPM
Jpmorgan Chase & CO

Financial Services
-143
- 1.51%
$225.19 - $279.95 $32.2K - $40K
9.32K $2.29M
VEEV
Veeva Systems Inc

Healthcare
-22
- 1.95%
$210.58 - $246.8 $4.63K - $5.43K
1.11K $256K
ALC
Alcon Inc

Healthcare
-316
- 6.51%
$82.73 - $96.8 $26.1K - $30.6K
4.54K $431K
VLO
Valero Energy Corp

Energy
-321
- 4.78%
$121.76 - $142.99 $39.1K - $45.9K
6.4K $845K
CHKP
Check Point Software Technologies LTD

Technology
-127
- 10.28%
$179.88 - $231.31 $22.8K - $29.4K
1.11K $252K
KT
Kt Corp

Communication Services
-187
- 1.56%
$15.57 - $18.63 $2.91K - $3.48K
11.8K $208K
XLU
Utilities Sector Spdr

ETFs
-260
- 1.76%
$74.7 - $80.27 $19.4K - $20.9K
14.5K $1.14M
D
Dominion Energy, Inc

Utilities
-422
- 1.81%
$52.85 - $57.43 $22.3K - $24.2K
22.8K $1.28M
CHE
Chemed Corp

Healthcare
-38
- 6.15%
$521.84 - $615.32 $19.8K - $23.4K
580 $356K
RELX
Relx PLC

Communication Services
-226
- 2.66%
$45.34 - $51.91 $10.2K - $11.7K
8.28K $417K
LYG
Lloyds Banking Group PLC

Financial Services
-1.17K
- 3.16%
$2.58 - $3.9 $3.01K - $4.55K
35.7K $136K
AMT
American Tower Corp

Real Estate
-82
- 4.69%
$173.46 - $217.6 $14.2K - $17.8K
1.67K $362K
WM
Waste Management Inc

Industrials
-24
- 1.4%
$200.54 - $233.78 $4.81K - $5.61K
1.69K $391K
TIGR
Up Fintech Holding LTD

Financial Services
-2.49K
- 7.98%
$5.76 - $9.69 $14.3K - $24.1K
28.7K $246K
EHC
Encompass Health Corp

Healthcare
-55
- 0.95%
$91.05 - $102.2 $5.01K - $5.62K
5.75K $582K
QFIN
360 Digi Tech, Inc.

Financial Services
-90
- 1.17%
$36.09 - $48.12 $3.25K - $4.33K
7.62K $341K
SLB
Schlumberger Limited

Energy
-758
- 3.29%
$38.4 - $43.74 $29.1K - $33.2K
22.3K $931K
CNXC
Concentrix Corp

Technology
-395
- 7.0%
$42.45 - $65.04 $16.8K - $25.7K
5.25K $292K
WELL
Welltower Inc.

Real Estate
-227
- 7.12%
$124.05 - $156.86 $28.2K - $35.6K
2.96K $453K
CTRA
Coterra Energy Inc.

Energy
-448
- 2.14%
$25.51 - $29.83 $11.4K - $13.4K
20.5K $592K
WCN
Waste Connections, Inc.

Industrials
-240
- 5.24%
$169.89 - $195.19 $40.8K - $46.8K
4.34K $847K
BP
Bp PLC

Energy
-17
- 0.11%
$29.93 - $35.31 $509 - $600
14.8K $501K
ERJ
Embraer S.A.

Industrials
-318
- 3.57%
$37.11 - $56.4 $11.8K - $17.9K
8.58K $396K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-5.37K
- 14.64%
$9.49 - $14.83 $51K - $79.7K
31.3K $426K
DUK
Duke Energy Corp

Utilities
-89
- 1.46%
$105.87 - $121.97 $9.42K - $10.9K
6.03K $734K
VRNA
Verona Pharma PLC

Healthcare
-53
- 0.87%
$44.81 - $69.63 $2.37K - $3.69K
6.06K $384K
GE
General Electric CO

Industrials
-799
- 10.1%
$168.59 - $212.13 $135K - $169K
7.11K $1.42M
YUM
Yum Brands Inc

Consumer Cyclical
-5
- 0.1%
$123.25 - $162.53 $616 - $813
4.78K $752K
AMGN
Amgen Inc

Healthcare
-118
- 3.66%
$258.59 - $327.36 $30.5K - $38.6K
3.11K $967K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-522
- 2.34%
$8.25 - $14.77 $4.31K - $7.71K
21.8K $321K
SE
Sea LTD

Consumer Cyclical
-1.56K
- 10.0%
$104.87 - $146.31 $164K - $228K
14K $1.83M
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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