Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 30, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
448
−9 vs. Q4 2024
Portfolio value
$492.5M
−$15.7M (−3.1%) vs. Q4 2024
Filed
Apr 30, 2025
SEC
Holdings of Personal Cfo Solutions, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RELXRELX PLCSPONSORED ADR8,282$417.5K0.1%−226−2.7%ReducedHistory
USPHU S Physical Therapy IncCOM5,789$418.9K0.1%−22−0.4%ReducedHistory
SPGSimon Property Group Inc.REIT2,546$422.8K0.1%+30+1.2%AddedHistory
XELXcel Energy IncStock6,003$425.0K0.1%+69+1.2%AddedHistory
CNQCanadian Natural Resources LtdCOM13,811$425.4K0.1%−2,475−15.2%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR31,321$426.6K0.1%−5,371−14.6%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock2,056$430.3K0.1%+147+7.7%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A42,082$430.9K0.1%−9,940−19.1%ReducedHistory
MMM3M CoStock2,935$431.0K0.1%+88+3.1%AddedHistory
ALCAlcon IncStock4,541$431.1K0.1%−316−6.5%ReducedHistory
SXIStandex International CorpCOM2,683$433.0K0.1%+144+5.7%AddedHistory
VMIValmont Industries IncCOM1,517$433.0K0.1%−63−4.0%ReducedHistory
ATOAtmos Energy CorpCOM2,812$434.7K0.1%+82+3.0%AddedHistory
ENSGEnsign Group, IncCOM3,366$435.6K0.1%−296−8.1%ReducedHistory
BCSBarclays PLCADR28,402$436.3K0.1%−3,463−10.9%ReducedHistory
NRGNRG Energy, Inc.Stock4,605$439.6K0.1%+4,605NewHistory
DEODiageo PLCSPON ADR NEW4,234$443.7K0.1%−42−1.0%ReducedHistory
iShares Tips Bond ETF464287176ETF4,005$444.9K0.1%+364+10.0%Added–
MDLZMondelez International, Inc.Stock6,563$445.3K0.1%+599+10.0%AddedHistory
ANSSAnsys IncCOM1,410$446.4K0.1%+38+2.8%AddedHistory
ANETArista Networks, Inc.Stock5,778$447.7K0.1%+1,272+28.2%AddedHistory
GEVGE Vernova Inc.Stock1,471$449.2K0.1%−40−2.6%ReducedHistory
CEGConstellation Energy CorpStock2,245$452.6K0.1%−39−1.7%ReducedHistory
TTTrane Technologies plcSHS1,345$453.2K0.1%+192+16.7%AddedHistory
WELLWelltower Inc.REIT2,959$453.4K0.1%−227−7.1%ReducedHistory
ENBEnbridge IncStock10,322$457.4K0.1%−995−8.8%ReducedHistory
INCYIncyte CorpCOM7,562$457.9K0.1%+10+0.1%AddedHistory
GILDGilead Sciences, Inc.Stock4,099$459.3K0.1%+1,857+82.8%AddedHistory
HLNEHamilton Lane INCCL A3,127$464.9K0.1%−171−5.2%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock43,384$465.5K0.1%+449+1.0%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM62,188$466.4K0.1%+672+1.1%AddedHistory
GSKGSK plcADR12,377$479.5K0.1%+653+5.6%AddedHistory
TMUST-Mobile US, Inc.Stock1,820$485.5K0.1%+237+15.0%AddedHistory
SBACSba Communications CorpCL A2,233$491.3K0.1%−91−3.9%ReducedHistory
BPBP PLCADR14,844$501.6K0.1%−17−0.1%ReducedHistory
DGXQuest Diagnostics IncCOM2,985$505.0K0.1%+323+12.1%AddedHistory
DDDuPont de Nemours, Inc.COM6,800$507.8K0.1%−9−0.1%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock1,456$513.3K0.1%+41+2.9%AddedHistory
ADIAnalog Devices IncStock2,548$513.8K0.1%+77+3.1%AddedHistory
APPAppLovin CorpCOM CL A1,959$519.0K0.1%−269−12.1%ReducedHistory
UNPUnion Pacific CorpStock2,206$521.1K0.1%+131+6.3%AddedHistory
HSTHost Hotels & Resorts, Inc.COM36,813$523.1K0.1%−679−1.8%ReducedHistory
ADPAutomatic Data Processing IncStock1,728$527.9K0.1%+78+4.7%AddedHistory
iShares Tr464288885EAFE GRWTH ETF5,289$528.9K0.1%+5,289New–
BGBunge Global SACOM SHS6,923$529.1K0.1%−158−2.2%ReducedHistory
ETNEaton Corp plcStock1,963$533.7K0.1%+188+10.6%AddedHistory
MCHPMicrochip Technology IncStock11,085$536.6K0.1%−2,365−17.6%ReducedHistory
VOYAVoya Financial, Inc.COM8,034$544.4K0.1%+10.0%AddedHistory
DEDeere & CoStock1,161$544.8K0.1%+5+0.4%AddedHistory
CORCencora, Inc.Stock1,972$548.4K0.1%−464−19.0%ReducedHistory
MPCMarathon Petroleum CorpStock3,798$553.3K0.1%−1,787−32.0%ReducedHistory
TJXTJX Companies IncStock4,561$555.6K0.1%−327−6.7%ReducedHistory
ITGartner IncCOM1,324$555.7K0.1%+16+1.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF6,110$556.2K0.1%+6,110New–
NXPINXP Semiconductors N.V.COM2,943$559.4K0.1%−177−5.7%ReducedHistory
ARESAres Management CorpCL A COM STK3,827$561.1K0.1%−127−3.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,159$561.9K0.1%+92+8.6%AddedHistory
Victory Portfolios II92647N527CORE BD ETF12,107$568.3K0.1%−114,068−90.4%Reduced–
EXPEExpedia Group, Inc.Stock3,424$575.6K0.1%−13−0.4%ReducedHistory
BDXBecton Dickinson & CoStock2,541$582.1K0.1%+507+24.9%AddedHistory
EHCEncompass Health CorpCOM5,754$582.7K0.1%−55−0.9%ReducedHistory
LRCXLam Research CorpStock8,078$587.3K0.1%+5+0.1%AddedHistory
TEAMAtlassian CorpCL A2,786$591.2K0.1%−666−19.3%ReducedHistory
CTRACoterra Energy Inc.Stock20,519$593.0K0.1%−448−2.1%ReducedHistory
APHAmphenol CorpCL A9,074$595.2K0.1%+3,651+67.3%AddedHistory
BNYBank of New York Mellon CorpStock7,120$597.1K0.1%+210+3.0%AddedHistory
STZConstellation Brands, Inc.Stock3,308$607.1K0.1%+682+26.0%AddedHistory
TSNTyson Foods, Inc.Stock9,533$608.3K0.1%+2,862+42.9%AddedHistory
OMCOmnicom Group Inc.COM7,358$610.0K0.1%−176−2.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW1,232$610.2K0.1%−55−4.3%ReducedHistory
TXNTexas Instruments IncStock3,440$618.1K0.1%−358−9.4%ReducedHistory
CFCF Industries Holdings, Inc.COM8,016$626.4K0.1%−841−9.5%ReducedHistory
HPQHP IncStock22,628$626.6K0.1%−216−0.9%ReducedHistory
GISGeneral Mills IncStock10,537$630.0K0.1%+350+3.4%AddedHistory
USBUS Bancorp DECOM NEW15,069$636.2K0.1%−155−1.0%ReducedHistory
TGTTarget CorpStock6,202$647.2K0.1%−3,305−34.8%ReducedHistory
BXBlackstone Inc.COM4,639$648.5K0.1%+165+3.7%AddedHistory
PNCPNC Financial Services Group, Inc.Stock3,704$651.1K0.1%−100−2.6%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF1,779$659.5K0.1%+725+68.8%Added–
ADMArcher-Daniels-Midland CoStock13,759$660.6K0.1%−966−6.6%ReducedHistory
APTVAptiv PLCStock11,141$662.9K0.1%−52−0.5%ReducedHistory
UBERUber Technologies, IncStock9,145$666.3K0.1%+2,049+28.9%AddedHistory
AMDAdvanced Micro Devices IncStock6,496$667.4K0.1%+4,174+179.8%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS49,144$669.8K0.1%+474+1.0%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM11,738$670.7K0.1%−225−1.9%Reduced–
AIGAmerican International Group, Inc.Stock7,860$683.4K0.1%+1,446+22.5%AddedHistory
CPNGCoupang, Inc.CL A31,593$692.8K0.1%−1,637−4.9%ReducedHistory
iShares MSCI Eafe ETF464287465ETF8,525$696.7K0.1%+8,525New–
NOCNorthrop Grumman CorpStock1,365$698.7K0.1%−236−14.7%ReducedHistory
IPGInterpublic Group of Companies, Inc.COM25,780$700.2K0.1%−1,092−4.1%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,056$702.6K0.1%+4,056New–
HONHoneywell International IncCOM3,335$706.2K0.1%−986−22.8%ReducedHistory
DISWalt Disney CoStock7,235$714.1K0.1%+1,334+22.6%AddedHistory
RLRalph Lauren CorpCL A3,305$729.6K0.1%−50−1.5%ReducedHistory
iShares Russell 2000 ETF464287655ETF3,664$731.0K0.1%+252+7.4%Added–
EPDEnterprise Products Partners L.P.Stock21,500$734.0K0.1%+160+0.7%AddedHistory
PEPPepsiCo IncStock4,897$734.3K0.1%+58+1.2%AddedHistory
DUKDuke Energy CORPStock6,026$735.0K0.1%−89−1.5%ReducedHistory
PGRProgressive CorpStock2,604$737.0K0.1%+251+10.7%AddedHistory
CTVACorteva, Inc.Stock11,778$741.2K0.2%+371+3.3%AddedHistory

Sold out since Q4 2024 (52)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Fidelity Covington Trust316092873MSCI COMMNTN SVC116,090$6.81M1.3%–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,837$1.12M0.2%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF26,353$1.07M0.2%–
Fidelity Covington Trust316092204MSCI CONSM DIS10,462$1.02M0.2%–
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,917$680.0K0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD9,666$437.6K0.1%–
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT7,602$412.9K0.1%–
PKGPackaging Corp of AmericaStock1,633$367.7K0.1%History
WABWestinghouse Air Brake Technologies CorpStock1,917$363.5K0.1%History
DECKDeckers Outdoor CorpCOM1,715$348.3K0.1%History
ALLAllstate CorpStock1,772$341.6K0.1%History
ZBRAZebra Technologies CorpCL A867$334.8K0.1%History
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,225$329.1K0.1%–
iShares Tr464288281JPMORGAN USD EMG3,537$314.9K0.1%–
VSTVistra Corp.Stock2,238$308.6K0.1%History
iShares Russell Midcap ETF464287499ETF3,475$307.2K0.1%–
iShares Inc46434G764MSCI EMRG CHN5,427$300.9K0.1%–
AKAMAkamai Technologies IncCOM3,109$297.4K0.1%History
LULUlululemon athletica inc.Stock772$295.2K0.1%History
VRTVertiv Holdings CoCOM CL A2,588$294.1K0.1%History
WWDWoodward, Inc.COM1,737$289.1K0.1%History
FDXFedEx CorpStock994$279.6K0.1%History
INGING Groep NVSPONSORED ADR17,294$271.0K0.1%History
CBOECboe Global Markets, Inc.COM1,386$270.9K0.1%History
NSSCNapco Security Technologies, IncStock7,617$270.9K0.1%History
DELLDell Technologies Inc.Stock2,300$265.1K0.1%History
LFUSLittelfuse IncCOM1,118$263.4K0.1%History
ALSNAllison Transmission Holdings IncStock2,436$263.2K0.1%History
KLICKulicke & Soffa Industries IncCOM5,576$260.2K0.1%History
IRMIron Mountain IncCOM2,446$257.1K0.1%History
GLOBGlobant S.A.COM1,169$250.7K<0.1%History
SHOEShoe Station Group IncCOM7,527$249.0K<0.1%History
PCGPG&E CorpStock12,213$246.5K<0.1%History
NCLHNorwegian Cruise Line Holdings Ltd.SHS9,359$240.8K<0.1%History
HIGHartford Insurance Group, Inc.Stock2,197$240.4K<0.1%History
ILMNIllumina, Inc.COM1,789$239.1K<0.1%History
BCBrunswick CorpCOM3,659$236.7K<0.1%History
TPRTapestry, Inc.COM3,605$235.5K<0.1%History
MUMicron Technology IncStock2,793$235.1K<0.1%History
MTRNMATERION CorpCOM2,328$230.2K<0.1%History
CFGCitizens Financial Group IncCOM5,215$228.2K<0.1%History
KGCKinross Gold CorpCOM24,277$225.0K<0.1%History
KWRQuaker Chemical CorpCOM1,597$224.8K<0.1%History
NINisource Inc.COM5,911$217.3K<0.1%History
XYZBlock, Inc.CL A2,550$216.7K<0.1%History
INFYInfosys LtdSPONSORED ADR9,794$214.7K<0.1%History
TTDTrade Desk, Inc.Stock1,818$213.7K<0.1%History
FIXComfort Systems USA IncCOM499$211.5K<0.1%History
PLNTPlanet Fitness, Inc.CL A2,124$210.0K<0.1%History
SEESealed Air CorpCOM6,085$205.9K<0.1%History
OCOwens CorningStock1,188$202.3K<0.1%History
ABEVAmbev S.A.SPONSORED ADR27,465$50.8K<0.1%History