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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
AJGArthur J. Gallagher & Co.COM2,160$745.7K0.2%+346+19.1%AddedHistory
HCAHCA Healthcare, Inc.COM2,168$749.1K0.2%−1,051−32.6%ReducedHistory
DHRDanaher CorpStock3,654$749.1K0.2%+189+5.5%AddedHistory
YUMYum Brands IncStock4,784$752.8K0.2%−5−0.1%ReducedHistory
CVSCVS Health CorpStock11,136$754.5K0.2%+1,116+11.1%AddedHistory
XYLXylem Inc.COM6,372$761.2K0.2%−53−0.8%ReducedHistory
SONYSony Group CorpSPONSORED ADR30,036$762.6K0.2%+49+0.2%AddedHistory
LKQLKQ CorpCOM18,070$768.7K0.2%+25+0.1%AddedHistory
MCOMoodys CorpStock1,652$769.3K0.2%+11+0.7%AddedHistory
SLViShares Silver TrustETF24,941$772.9K0.2%+24,941NewHistory
ECLEcolab Inc.Stock3,056$774.8K0.2%+714+30.5%AddedHistory
MSMorgan StanleyStock6,644$775.1K0.2%+484+7.9%AddedHistory
AMATApplied Materials IncStock5,347$776.0K0.2%+249+4.9%AddedHistory
CCitigroup IncStock11,112$788.8K0.2%−744−6.3%ReducedHistory
BWABorgwarner IncCOM28,598$819.3K0.2%−2,561−8.2%ReducedHistory
STESTERIS plcSHS USD3,656$828.6K0.2%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF13,751$834.1K0.2%+43+0.3%Added–
PAYCPaycom Software, Inc.Stock3,849$841.0K0.2%+164+4.5%AddedHistory
UBSUBS Group AGStock27,504$842.5K0.2%−765−2.7%ReducedHistory
BLKBlackRock, Inc.Stock890$842.7K0.2%−21−2.3%ReducedHistory
LENLennar CorpCL A7,354$844.1K0.2%−733−9.1%ReducedHistory
VLOValero Energy CorpStock6,401$845.4K0.2%−321−4.8%ReducedHistory
WCNWaste Connections, Inc.COM4,344$847.9K0.2%−240−5.2%ReducedHistory
NEENextera Energy IncStock11,972$848.7K0.2%+1,736+17.0%AddedHistory
PEGPublic Service Enterprise Group IncCOM10,316$849.0K0.2%+26+0.3%AddedHistory
PHParker-Hannifin CorpStock1,398$849.5K0.2%−41−2.8%ReducedHistory
PLTRPalantir Technologies Inc.Stock10,145$856.2K0.2%+225+2.3%AddedHistory
WFCWells Fargo & CompanyStock11,951$857.9K0.2%+277+2.4%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,593$864.2K0.2%−1,323−16.7%Reduced–
MCDMcDonalds CorpStock2,786$870.1K0.2%+120+4.5%AddedHistory
ICLRIcon PLCCOM5,014$877.4K0.2%−378−7.0%ReducedHistory
COFCapital One Financial CorpStock4,980$892.9K0.2%+817+19.6%AddedHistory
iShares Russell 1000 Value ETF464287598ETF4,756$894.8K0.2%−2,937−38.2%Reduced–
SCHWSchwab Charles CorpStock11,457$896.9K0.2%+221+2.0%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock3,678$897.6K0.2%+17+0.5%AddedHistory
HESHess CorpStock5,676$906.6K0.2%+873+18.2%AddedHistory
SBUXStarbucks CorpStock9,254$907.7K0.2%+5,151+125.5%AddedHistory
IBNIcici Bank LtdADR28,962$912.9K0.2%−1,129−3.8%ReducedHistory
CSGPCostar Group, Inc.COM11,629$921.4K0.2%+1,976+20.5%AddedHistory
Paramount Global92556H206CL B77,247$923.9K0.2%−15,380−16.6%Reduced–
SLBSLB LimitedStock22,287$931.6K0.2%−758−3.3%ReducedHistory
UHSUniversal Health Services IncCL B4,982$936.2K0.2%+232+4.9%AddedHistory
AMGNAmgen IncStock3,107$968.0K0.2%−118−3.7%ReducedHistory
ACGLArch Capital Group Ltd.Stock10,088$970.2K0.2%−236−2.3%ReducedHistory
ABNBAirbnb, Inc.Stock8,150$973.6K0.2%+239+3.0%AddedHistory
EOGEOG Resources IncStock7,620$977.2K0.2%−420−5.2%ReducedHistory
CRMSalesforce, Inc.Stock3,644$977.8K0.2%−942−20.5%ReducedHistory
CAGConagra Brands Inc.Stock36,883$983.7K0.2%−730−1.9%ReducedHistory
PMPhilip Morris International Inc.Stock6,254$992.7K0.2%−383−5.8%ReducedHistory
MELIMercadolibre IncCOM509$993.0K0.2%+57+12.6%AddedHistory
APDAir Products & Chemicals, Inc.Stock3,391$1.00M0.2%+848+33.3%AddedHistory
CSCOCisco Systems, Inc.Stock16,378$1.01M0.2%+3,905+31.3%AddedHistory
MDTMedtronic plcStock11,614$1.04M0.2%+843+7.8%AddedHistory
CPCanadian Pacific Kansas City LtdCOM15,108$1.06M0.2%−2,206−12.7%ReducedHistory
NKENIKE, Inc.Stock16,744$1.06M0.2%−1,476−8.1%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF21,392$1.07M0.2%−3,132−12.8%Reduced–
NSCNorfolk Southern CorpStock4,506$1.07M0.2%−105−2.3%ReducedHistory
AMPAmeriprise Financial IncCOM2,228$1.08M0.2%−10−0.4%ReducedHistory
COPConocoPhillipsStock10,277$1.08M0.2%+1,535+17.6%AddedHistory
RBARB Global Inc.COM11,053$1.11M0.2%+10+0.1%AddedHistory
HDHome Depot, Inc.Stock3,030$1.11M0.2%−36−1.2%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,781$1.14M0.2%+7,781New–
LOWLowes Companies IncStock4,885$1.14M0.2%+18+0.4%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF14,489$1.14M0.2%−260−1.8%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM1,828$1.16M0.2%−24−1.3%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF14,312$1.17M0.2%−218−1.5%Reduced–
RACEFerrari N.V.COM2,831$1.21M0.2%−59−2.0%ReducedHistory
ASMLASML Holding NVADR1,831$1.21M0.2%+213+13.2%AddedHistory
MSCIMSCI Inc.Stock2,167$1.23M0.2%−333−13.3%ReducedHistory
SOSouthern CoStock13,880$1.28M0.3%+53+0.4%AddedHistory
DDominion Energy, IncStock22,841$1.28M0.3%−422−1.8%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,554$1.28M0.3%+3,554New–
WDAYWorkday, Inc.CL A5,511$1.29M0.3%−441−7.4%ReducedHistory
CARRCarrier Global CorpStock20,450$1.30M0.3%+121+0.6%AddedHistory
PGProcter & Gamble CoStock7,899$1.35M0.3%+101+1.3%AddedHistory
SPOTSpotify Technology S.A.Stock2,512$1.38M0.3%−174−6.5%ReducedHistory
GEGeneral Electric CoStock7,113$1.42M0.3%−799−10.1%ReducedHistory
MCKMcKesson CorpStock2,126$1.43M0.3%+139+7.0%AddedHistory
COSTCostco Wholesale CorpStock1,519$1.44M0.3%+167+12.4%AddedHistory
LINLinde PLCStock3,163$1.47M0.3%+47+1.5%AddedHistory
QCOMQualcomm IncStock9,767$1.50M0.3%+197+2.1%AddedHistory
ZTSZoetis Inc.Stock9,259$1.52M0.3%+707+8.3%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN82,034$1.53M0.3%−157−0.2%ReducedHistory
BACBank of America CorpStock36,838$1.54M0.3%+2,779+8.2%AddedHistory
ABBVAbbVie Inc.Stock7,347$1.54M0.3%−171−2.3%ReducedHistory
NOWServiceNow, Inc.Stock1,955$1.56M0.3%−541−21.7%ReducedHistory
KOCoca Cola CoStock21,854$1.57M0.3%+1,733+8.6%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR22,002$1.62M0.3%+704+3.3%AddedHistory
IBMInternational Business Machines CorpStock6,504$1.62M0.3%+1,035+18.9%AddedHistory
iShares Tr464287515EXPANDED TECH18,343$1.63M0.3%+1,736+10.5%Added–
WMTWalmart Inc.Stock18,745$1.65M0.3%+1,910+11.3%AddedHistory
AVGOBroadcom Inc.Stock9,861$1.65M0.3%−806−7.6%ReducedHistory
ACNAccenture plcStock5,301$1.65M0.3%−710−11.8%ReducedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF17,457$1.66M0.3%+781+4.7%Added–
TMOThermo Fisher Scientific Inc.Stock3,375$1.68M0.3%+51+1.5%AddedHistory
SHOPShopify Inc.Stock17,653$1.69M0.3%−1,687−8.7%ReducedHistory
GSGoldman Sachs Group IncStock3,118$1.70M0.3%+143+4.8%AddedHistory
WRBBerkley W R CorpCOM23,972$1.71M0.3%+27+0.1%AddedHistory
NVONovo Nordisk A SADR25,720$1.79M0.4%−1,411−5.2%ReducedHistory
First Trust Cloud Computing ETF33734X192ETF17,656$1.80M0.4%−34−0.2%Reduced–

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