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.
- Positions
- 448
- −9 vs. Q4 2024
- Portfolio value
- $492.5M
- −$15.7M (−3.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 14,047 | $1.83M | 0.4% | −1,560−10.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 50,321 | $1.86M | 0.4% | −2,673−5.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,118 | $1.91M | 0.4% | +170+5.8% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 33,139 | $2.02M | 0.4% | −4,833−12.7% | Reduced | History |
| PFEPfizer Inc | Stock | 85,164 | $2.16M | 0.4% | +60+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 13,214 | $2.19M | 0.4% | +526+4.1% | Added | History |
| ADBEAdobe Inc. | Stock | 5,763 | $2.21M | 0.4% | −33−0.6% | Reduced | History |
| RTXRTX Corp | Stock | 16,724 | $2.22M | 0.4% | +248+1.5% | Added | History |
| SAPSAP SE | ADR | 8,357 | $2.24M | 0.5% | −964−10.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,320 | $2.29M | 0.5% | −143−1.5% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 17,546 | $2.29M | 0.5% | −1,549−8.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,383 | $2.30M | 0.5% | +224+5.4% | Added | History |
| TAT&T Inc. | Stock | 81,510 | $2.31M | 0.5% | −177−0.2% | Reduced | History |
| AONAon plc | CL A | 5,784 | $2.31M | 0.5% | +2,510+76.7% | Added | History |
| ABTAbbott Laboratories | Stock | 17,560 | $2.33M | 0.5% | +84+0.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,428 | $2.55M | 0.5% | +116+2.2% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,810 | $2.62M | 0.5% | −27−0.2% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 9,877 | $2.69M | 0.5% | +13+0.1% | Added | History |
| BABoeing Co | Stock | 16,158 | $2.76M | 0.6% | +1,846+12.9% | Added | History |
| ORCLOracle Corp | Stock | 20,006 | $2.80M | 0.6% | +2,656+15.3% | Added | History |
| NFLXNetflix Inc | Stock | 3,027 | $2.82M | 0.6% | −656−17.8% | Reduced | History |
| MOAltria Group, Inc. | Stock | 48,821 | $2.93M | 0.6% | +611+1.3% | Added | History |
| AXPAmerican Express Co | Stock | 11,060 | $2.98M | 0.6% | −295−2.6% | Reduced | History |
| CVXChevron Corp | Stock | 18,014 | $3.01M | 0.6% | +507+2.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,461 | $3.15M | 0.6% | +359+7.0% | Added | History |
| TSLATesla, Inc. | Stock | 12,386 | $3.21M | 0.7% | +1,937+18.5% | Added | History |
| VZVerizon Communications Inc | Stock | 72,813 | $3.30M | 0.7% | −2,370−3.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,177 | $3.45M | 0.7% | +875+26.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 29,261 | $3.48M | 0.7% | +1,534+5.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 12,158 | $3.50M | 0.7% | +16+0.1% | Added | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 94,302 | $3.74M | 0.8% | −32,392−25.6% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 50,058 | $3.95M | 0.8% | +2,628+5.5% | Added | – |
| MAMastercard Inc | Stock | 7,593 | $4.16M | 0.8% | +42+0.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 53,822 | $4.83M | 1.0% | −406−0.7% | Reduced | History |
| VVisa Inc. | Stock | 14,128 | $4.95M | 1.0% | +437+3.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,383 | $5.25M | 1.1% | +472+5.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,193 | $5.43M | 1.1% | +227+2.3% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 204,016 | $5.70M | 1.2% | +3,349+1.7% | Added | – |
| GOOGAlphabet Inc. | Stock | 39,951 | $6.24M | 1.3% | −1,838−4.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 61,547 | $6.67M | 1.4% | +7,007+12.8% | Added | History |
| ITTItt Inc. | COM | 59,310 | $7.66M | 1.6% | −174−0.3% | Reduced | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 111,103 | $7.72M | 1.6% | +111,103 | New | – |
| GOOGLAlphabet Inc. | Stock | 57,151 | $8.84M | 1.8% | +935+1.7% | Added | History |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 339,375 | $11.3M | 2.3% | −25,973−7.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 31,837 | $12.0M | 2.4% | +959+3.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 64,884 | $12.3M | 2.5% | −2,481−3.7% | Reduced | History |
| AAPLApple Inc. | Stock | 109,242 | $24.3M | 4.9% | −375−0.3% | Reduced | History |
| CBChubb Ltd | Stock | 193,555 | $58.5M | 11.9% | −198−0.1% | Reduced | History |
Sold out since Q4 2024 (52)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 116,090 | $6.81M | 1.3% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,837 | $1.12M | 0.2% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 26,353 | $1.07M | 0.2% | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 10,462 | $1.02M | 0.2% | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,917 | $680.0K | 0.1% | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 9,666 | $437.6K | 0.1% | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 7,602 | $412.9K | 0.1% | – |
| PKGPackaging Corp of America | Stock | 1,633 | $367.7K | 0.1% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,917 | $363.5K | 0.1% | History |
| DECKDeckers Outdoor Corp | COM | 1,715 | $348.3K | 0.1% | History |
| ALLAllstate Corp | Stock | 1,772 | $341.6K | 0.1% | History |
| ZBRAZebra Technologies Corp | CL A | 867 | $334.8K | 0.1% | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,225 | $329.1K | 0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,537 | $314.9K | 0.1% | – |
| VSTVistra Corp. | Stock | 2,238 | $308.6K | 0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 3,475 | $307.2K | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,427 | $300.9K | 0.1% | – |
| AKAMAkamai Technologies Inc | COM | 3,109 | $297.4K | 0.1% | History |
| LULUlululemon athletica inc. | Stock | 772 | $295.2K | 0.1% | History |
| VRTVertiv Holdings Co | COM CL A | 2,588 | $294.1K | 0.1% | History |
| WWDWoodward, Inc. | COM | 1,737 | $289.1K | 0.1% | History |
| FDXFedEx Corp | Stock | 994 | $279.6K | 0.1% | History |
| INGING Groep NV | SPONSORED ADR | 17,294 | $271.0K | 0.1% | History |
| CBOECboe Global Markets, Inc. | COM | 1,386 | $270.9K | 0.1% | History |
| NSSCNapco Security Technologies, Inc | Stock | 7,617 | $270.9K | 0.1% | History |
| DELLDell Technologies Inc. | Stock | 2,300 | $265.1K | 0.1% | History |
| LFUSLittelfuse Inc | COM | 1,118 | $263.4K | 0.1% | History |
| ALSNAllison Transmission Holdings Inc | Stock | 2,436 | $263.2K | 0.1% | History |
| KLICKulicke & Soffa Industries Inc | COM | 5,576 | $260.2K | 0.1% | History |
| IRMIron Mountain Inc | COM | 2,446 | $257.1K | 0.1% | History |
| GLOBGlobant S.A. | COM | 1,169 | $250.7K | <0.1% | History |
| SHOEShoe Station Group Inc | COM | 7,527 | $249.0K | <0.1% | History |
| PCGPG&E Corp | Stock | 12,213 | $246.5K | <0.1% | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 9,359 | $240.8K | <0.1% | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,197 | $240.4K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 1,789 | $239.1K | <0.1% | History |
| BCBrunswick Corp | COM | 3,659 | $236.7K | <0.1% | History |
| TPRTapestry, Inc. | COM | 3,605 | $235.5K | <0.1% | History |
| MUMicron Technology Inc | Stock | 2,793 | $235.1K | <0.1% | History |
| MTRNMATERION Corp | COM | 2,328 | $230.2K | <0.1% | History |
| CFGCitizens Financial Group Inc | COM | 5,215 | $228.2K | <0.1% | History |
| KGCKinross Gold Corp | COM | 24,277 | $225.0K | <0.1% | History |
| KWRQuaker Chemical Corp | COM | 1,597 | $224.8K | <0.1% | History |
| NINisource Inc. | COM | 5,911 | $217.3K | <0.1% | History |
| XYZBlock, Inc. | CL A | 2,550 | $216.7K | <0.1% | History |
| INFYInfosys Ltd | SPONSORED ADR | 9,794 | $214.7K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 1,818 | $213.7K | <0.1% | History |
| FIXComfort Systems USA Inc | COM | 499 | $211.5K | <0.1% | History |
| PLNTPlanet Fitness, Inc. | CL A | 2,124 | $210.0K | <0.1% | History |
| SEESealed Air Corp | COM | 6,085 | $205.9K | <0.1% | History |
| OCOwens Corning | Stock | 1,188 | $202.3K | <0.1% | History |
| ABEVAmbev S.A. | SPONSORED ADR | 27,465 | $50.8K | <0.1% | History |