Personal Cfo Solutions, LLC
CIK Number: 0001677501
Main Sectors:
Top Industries:
Filing Date: Apr 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | 274.20 | -0.56% | 193.56K | -0.1% | 58.45M | 211.27 | 11.87% | Share |
| 2 | AAPL | Apple Inc. | 231.56 | -0.52% | 109.24K | -0.34% | 24.27M | 127.57 | 4.93% | Share |
| 3 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 64.88K | -3.68% | 12.34M | 127.59 | 2.51% | Share |
| 4 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 31.84K | +3.11% | 11.95M | 203.83 | 2.43% | Share |
| 5 | UWM | ProShares Ultra... | 41.19 | -1.06% | 339.38K | -7.11% | 11.35M | 41.85 | 2.30% | Share |
| 6 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 57.15K | +1.66% | 8.84M | 75.08 | 1.79% | Share |
| 7 | FNCL | Fidelity MSCI F... | 74.75 | -0.94% | 111.1K | +100.00% | 7.72M | 69.52 | 1.57% | Share |
| 8 | ITT | ITT Inc. | 165.30 | -1.3% | 59.31K | -0.29% | 7.66M | 69.92 | 1.56% | Share |
| 9 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 61.55K | +12.85% | 6.67M | 37.82 | 1.35% | Share |
| 10 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 39.95K | -4.4% | 6.24M | 80.01 | 1.27% | Share |
| 11 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 204.02K | +1.67% | 5.7M | 26.56 | 1.16% | Share |
| 12 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 10.19K | +2.28% | 5.43M | 285.47 | 1.10% | Share |
| 13 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 9.38K | +5.30% | 5.25M | 380.92 | 1.07% | Share |
| 14 | V | Visa Inc. | 344.47 | -0.3% | 14.13K | +3.19% | 4.95M | 208.92 | 1.01% | Share |
| 15 | MRK | Merck & Co., In... | 84.30 | +1.85% | 53.82K | -0.75% | 4.83M | 91.89 | 0.98% | Share |
| 16 | MA | Mastercard Inco... | 582.05 | -0.29% | 7.59K | +0.56% | 4.16M | 334.25 | 0.84% | Share |
| 17 | HYG | iShares iBoxx $... | 80.42 | +0.03% | 50.06K | +5.54% | 3.95M | 75.28 | 0.80% | Share |
| 18 | IQLT | iShares MSCI In... | 43.15 | +0.40% | 94.3K | -25.57% | 3.74M | 37.45 | 0.76% | Share |
| 19 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 12.16K | +0.13% | 3.5M | 165.93 | 0.71% | Share |
| 20 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 29.26K | +5.53% | 3.48M | 83.74 | 0.71% | Share |
| 21 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 4.18K | +26.50% | 3.45M | 507.04 | 0.70% | Share |
| 22 | VZ | Verizon Communi... | 44.23 | +1.70% | 72.81K | -3.15% | 3.3M | 50.32 | 0.67% | Share |
| 23 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 12.39K | +18.54% | 3.21M | 222.11 | 0.65% | Share |
| 24 | META | Meta Platforms,... | 784.78 | +0.34% | 5.46K | +7.04% | 3.15M | 284.12 | 0.64% | Share |
| 25 | CVX | Chevron Corpora... | 156.50 | +0.87% | 18.01K | +2.90% | 3.01M | 117.99 | 0.61% | Share |
| 26 | AXP | American Expres... | 305.56 | -0.71% | 11.06K | -2.6% | 2.98M | 155.5 | 0.60% | Share |
| 27 | MO | Altria Group, I... | 65.81 | +0.40% | 48.82K | +1.27% | 2.93M | 43 | 0.59% | Share |
| 28 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 3.03K | -17.81% | 2.82M | 403.55 | 0.57% | Share |
| 29 | ORCL | Oracle Corporat... | 248.72 | +1.54% | 20.01K | +15.31% | 2.8M | 143.89 | 0.57% | Share |
| 30 | BA | The Boeing Comp... | 235.32 | +0.92% | 16.16K | +12.90% | 2.76M | 194.74 | 0.56% | Share |
| 31 | GD | General Dynamic... | 313.52 | -0.73% | 9.88K | +0.13% | 2.69M | 189.07 | 0.55% | Share |
| 32 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 15.81K | -0.17% | 2.62M | 132.47 | 0.53% | Share |
| 33 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 5.43K | +2.18% | 2.55M | 319.46 | 0.52% | Share |
| 34 | ABT | Abbott Laborato... | 131.73 | +1.90% | 17.56K | +0.48% | 2.33M | 92.54 | 0.47% | Share |
| 35 | AON | Aon plc | 367.19 | +0.23% | 5.78K | +76.66% | 2.31M | 319.28 | 0.47% | Share |
| 36 | T | AT&T Inc. | 28.89 | +0.47% | 81.51K | -0.22% | 2.31M | 20.89 | 0.47% | Share |
| 37 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 4.38K | +5.39% | 2.3M | 326.2 | 0.47% | Share |
| 38 | CBRE | CBRE Group, Inc... | 158.94 | +0.25% | 17.55K | -8.11% | 2.29M | 96.5 | 0.47% | Share |
| 39 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 9.32K | -1.51% | 2.29M | 133.14 | 0.46% | Share |
| 40 | SAP | Sap Se | 277.80 | -0.4% | 8.36K | -10.34% | 2.24M | 183.84 | 0.46% | Share |
| 41 | RTX | RTX Corporation | 153.85 | -0.79% | 16.72K | +1.51% | 2.22M | 83.18 | 0.45% | Share |
| 42 | ADBE | Adobe Inc. | 354.87 | +1.80% | 5.76K | -0.57% | 2.21M | 351.96 | 0.45% | Share |
| 43 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 13.21K | +4.15% | 2.19M | 143.57 | 0.44% | Share |
| 44 | PFE | Pfizer Inc. | 25.16 | +0.18% | 85.16K | +0.07% | 2.16M | 42.39 | 0.44% | Share |
| 45 | BMY | Bristol-Myers S... | 48.47 | +1.37% | 33.14K | -12.73% | 2.02M | 53.34 | 0.41% | Share |
| 46 | INTU | Intuit Inc. | 716.60 | +0.84% | 3.12K | +5.77% | 1.91M | 531.7 | 0.39% | Share |
| 47 | CMCSA | Comcast Corpora... | 33.45 | +1.69% | 50.32K | -5.04% | 1.86M | 41.72 | 0.38% | Share |
| 48 | SE | Sea Limited | 177.34 | +1.91% | 14.05K | -10% | 1.83M | 96.6 | 0.37% | Share |
| 49 | SKYY | First Trust Clo... | 121.04 | +1.14% | 17.66K | -0.19% | 1.8M | 95.89 | 0.37% | Share |
| 50 | NVO | Novo Nordisk A/... | 52.44 | +2.92% | 25.72K | -5.2% | 1.79M | 61.86 | 0.36% | Share |
| 51 | WRB | W. R. Berkley C... | 70.72 | -1.17% | 23.97K | +0.11% | 1.71M | 34 | 0.35% | Share |
| 52 | GS | The Goldman Sac... | 731.19 | -2.14% | 3.12K | +4.81% | 1.7M | 359.25 | 0.35% | Share |
| 53 | SHOP | Shopify Inc. | 141.36 | -2.02% | 17.65K | -8.72% | 1.69M | 68.9 | 0.34% | Share |
| 54 | TMO | Thermo Fisher S... | 489.04 | +0.82% | 3.38K | +1.53% | 1.68M | 549.63 | 0.34% | Share |
| 55 | JNK | SPDR Bloomberg ... | 96.92 | +0.04% | 17.46K | +4.68% | 1.66M | 92.2 | 0.34% | Share |
| 56 | ACN | Accenture plc | 246.97 | +0.33% | 5.3K | -11.81% | 1.65M | 232.66 | 0.34% | Share |
| 57 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 9.86K | -7.56% | 1.65M | 70.2 | 0.34% | Share |
| 58 | WMT | Walmart Inc. | 99.98 | -0.86% | 18.75K | +11.35% | 1.65M | 49.15 | 0.33% | Share |
| 59 | IGV | iShares Expande... | 109.09 | +0.69% | 18.34K | +10.45% | 1.63M | 87.97 | 0.33% | Share |
| 60 | IBM | International B... | 239.84 | +1.15% | 6.5K | +18.92% | 1.62M | 160.41 | 0.33% | Share |
| 61 | AZN | AstraZeneca PLC | 79.22 | +0.95% | 22K | +3.31% | 1.62M | 63.02 | 0.33% | Share |
| 62 | KO | The Coca-Cola C... | 69.91 | +0.51% | 21.85K | +8.61% | 1.57M | 53.52 | 0.32% | Share |
| 63 | NOW | ServiceNow, Inc... | 866.82 | +1.88% | 1.96K | -21.67% | 1.56M | 349.86 | 0.32% | Share |
| 64 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 7.35K | -2.27% | 1.54M | 138.77 | 0.31% | Share |
| 65 | BAC | Bank of America... | 46.92 | -1.65% | 36.84K | +8.16% | 1.54M | 35.71 | 0.31% | Share |
| 66 | ET | Energy Transfer... | 17.24 | -0.81% | 82.03K | -0.19% | 1.53M | 10.82 | 0.31% | Share |
| 67 | ZTS | Zoetis Inc. | 154.11 | +0.68% | 9.26K | +8.27% | 1.52M | 150.04 | 0.31% | Share |
| 68 | QCOM | QUALCOMM Incorp... | 157.81 | -0.17% | 9.77K | +2.06% | 1.5M | 144.33 | 0.30% | Share |
| 69 | LIN | Linde plc | 480.12 | +0.52% | 3.16K | +1.51% | 1.47M | 364.68 | 0.30% | Share |
| 70 | COST | Costco Wholesal... | 971.81 | -0.37% | 1.52K | +12.35% | 1.44M | 557.27 | 0.29% | Share |
| 71 | MCK | McKesson Corpor... | 673.02 | -0.12% | 2.13K | +7.00% | 1.43M | 246.86 | 0.29% | Share |
| 72 | GE | GE Aerospace | 267.62 | -0.77% | 7.11K | -10.1% | 1.42M | 84.73 | 0.29% | Share |
| 73 | SPOT | Spotify Technol... | 731.67 | +4.75% | 2.51K | -6.48% | 1.38M | 323.66 | 0.28% | Share |
| 74 | PG | The Procter & G... | 154.24 | +0.33% | 7.9K | +1.30% | 1.35M | 134.36 | 0.27% | Share |
| 75 | CARR | Carrier Global ... | 65.44 | -0.49% | 20.45K | +0.60% | 1.3M | 48.4 | 0.26% | Share |
| 76 | WDAY | Workday, Inc. | 226.06 | +1.87% | 5.51K | -7.41% | 1.29M | 207.74 | 0.26% | Share |
| 77 | IWF | iShares Russell... | 448.97 | -0.32% | 3.55K | +100.00% | 1.28M | 361.09 | 0.26% | Share |
| 78 | D | Dominion Energy... | 61.10 | -0.12% | 22.84K | -1.81% | 1.28M | 49.2 | 0.26% | Share |
| 79 | SO | The Southern Co... | 94.05 | -0.15% | 13.88K | +0.38% | 1.28M | 62.84 | 0.26% | Share |
| 80 | MSCI | MSCI Inc. | 556.84 | -1.57% | 2.17K | -13.32% | 1.23M | 511.47 | 0.25% | Share |
| 81 | ASML | ASML Holding N.... | 742.01 | -1.75% | 1.83K | +13.16% | 1.21M | 429.12 | 0.25% | Share |
| 82 | RACE | Ferrari N.V. | 460.65 | -0.81% | 2.83K | -2.04% | 1.21M | 178.55 | 0.25% | Share |
| 83 | XLP | Consumer Staple... | 81.97 | +0.10% | 14.31K | -1.5% | 1.17M | 73.82 | 0.24% | Share |
| 84 | REGN | Regeneron Pharm... | 580.43 | +2.55% | 1.83K | -1.3% | 1.16M | 697.79 | 0.24% | Share |
| 85 | XLU | Utilities Selec... | 85.61 | -0.31% | 14.49K | -1.76% | 1.14M | 65.8 | 0.23% | Share |
| 86 | LOW | Lowe's Companie... | 251.79 | -0.5% | 4.88K | +0.37% | 1.14M | 190.41 | 0.23% | Share |
| 87 | XLV | Health Care Sel... | 136.22 | +1.68% | 7.78K | +100.00% | 1.14M | 146.01 | 0.23% | Share |
| 88 | HD | The Home Depot,... | 399.60 | -0.18% | 3.03K | -1.17% | 1.11M | 257.16 | 0.23% | Share |
| 89 | RBA | RB Global, Inc. | 114.97 | -2.09% | 11.05K | +0.09% | 1.11M | 76.74 | 0.23% | Share |
| 90 | COP | ConocoPhillips | 95.36 | -0.3% | 10.28K | +17.56% | 1.08M | 67.19 | 0.22% | Share |
| 91 | AMP | Ameriprise Fina... | 503.17 | -2.05% | 2.23K | -0.45% | 1.08M | 282.55 | 0.22% | Share |
| 92 | NSC | Norfolk Souther... | 280.89 | -0.57% | 4.51K | -2.28% | 1.07M | 193.78 | 0.22% | Share |
| 93 | XLF | Financial Selec... | 52.45 | -1.05% | 21.39K | -12.77% | 1.07M | 39.76 | 0.22% | Share |
| 94 | NKE | NIKE, Inc. | 77.03 | +0.84% | 16.74K | -8.1% | 1.06M | 86.15 | 0.22% | Share |
| 95 | CP | Canadian Pacifi... | 74.20 | +0.43% | 15.11K | -12.74% | 1.06M | 79.34 | 0.22% | Share |
| 96 | MDT | Medtronic plc | 92.98 | +1.09% | 11.61K | +7.83% | 1.04M | 92.97 | 0.21% | Share |
| 97 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 16.38K | +31.31% | 1.01M | 52.25 | 0.21% | Share |
| 98 | APD | Air Products an... | 290.50 | -0.57% | 3.39K | +33.35% | 1M | 272.84 | 0.20% | Share |
| 99 | MELI | MercadoLibre, I... | 2392.36 | +3.13% | 509 | +12.61% | 992.99K | 1426.5 | 0.20% | Share |
| 100 | PM | Philip Morris I... | 166.16 | +0.54% | 6.25K | -5.77% | 992.71K | 91.86 | 0.20% | Share |
| 101 | CAG | Conagra Brands,... | 19.16 | -1.47% | 36.88K | -1.94% | 983.68K | 28.34 | 0.20% | Share |
| 102 | CRM | Salesforce, Inc... | 242.48 | +3.90% | 3.64K | -20.54% | 977.82K | 188.03 | 0.20% | Share |
| 103 | EOG | EOG Resources, ... | 119.02 | -0.64% | 7.62K | -5.22% | 977.24K | 106.65 | 0.20% | Share |
| 104 | ABNB | Airbnb, Inc. | 125.07 | +0.34% | 8.15K | +3.02% | 973.6K | 161.83 | 0.20% | Share |
| 105 | ACGL | Arch Capital Gr... | 90.76 | -0.77% | 10.09K | -2.29% | 970.22K | 70.96 | 0.20% | Share |
| 106 | AMGN | Amgen Inc. | 296.52 | +2.15% | 3.11K | -3.66% | 968.04K | 246.71 | 0.20% | Share |
| 107 | UHS | Universal Healt... | 178.31 | -0.24% | 4.98K | +4.88% | 936.18K | 179.81 | 0.19% | Share |
| 108 | SLB | Schlumberger Li... | 32.98 | -0.74% | 22.29K | -3.29% | 931.61K | 38.34 | 0.19% | Share |
| 109 | PARA | Paramount Globa... | 11.04 | -6.04% | 77.25K | -16.6% | 923.87K | 20.36 | 0.19% | Share |
| 110 | CSGP | CoStar Group, I... | 89.63 | +1.89% | 11.63K | +20.47% | 921.37K | 76.8 | 0.19% | Share |
| 111 | IBN | ICICI Bank Limi... | 32.88 | +0.80% | 28.96K | -3.75% | 912.89K | 19.25 | 0.19% | Share |
| 112 | SBUX | Starbucks Corpo... | 90.57 | -2.03% | 9.25K | +125.54% | 907.73K | 93.81 | 0.18% | Share |
| 113 | HES | Hess Corporatio... | 148.97 | 0.00% | 5.68K | +18.18% | 906.6K | 149.01 | 0.18% | Share |
| 114 | MMC | Marsh & McLenna... | 207.27 | +0.14% | 3.68K | +0.46% | 897.63K | 179.97 | 0.18% | Share |
| 115 | SCHW | The Charles Sch... | 96.03 | -1.79% | 11.46K | +1.97% | 896.86K | 62.71 | 0.18% | Share |
| 116 | IWD | iShares Russell... | 198.27 | -0.2% | 4.76K | -38.18% | 894.85K | 171.05 | 0.18% | Share |
| 117 | COF | Capital One Fin... | 215.62 | -2.47% | 4.98K | +19.63% | 892.95K | 140.97 | 0.18% | Share |
| 118 | ICLR | ICON Public Lim... | 175.98 | +0.35% | 5.01K | -7.01% | 877.4K | 228.1 | 0.18% | Share |
| 119 | MCD | McDonald's Corp... | 308.67 | -0.09% | 2.79K | +4.50% | 870.11K | 235.97 | 0.18% | Share |
| 120 | XLI | Industrial Sele... | 150.40 | -0.48% | 6.59K | -16.71% | 864.16K | 108.35 | 0.18% | Share |
| 121 | WFC | Wells Fargo & C... | 77.13 | -2.87% | 11.95K | +2.37% | 857.94K | 45.17 | 0.17% | Share |
| 122 | PLTR | Palantir Techno... | 177.12 | -2.15% | 10.14K | +2.27% | 856.23K | 45.25 | 0.17% | Share |
| 123 | PH | Parker-Hannifin... | 729.50 | -2.12% | 1.4K | -2.85% | 849.55K | 288.39 | 0.17% | Share |
| 124 | PEG | Public Service ... | 85.23 | -1.81% | 10.32K | +0.25% | 848.99K | 59.37 | 0.17% | Share |
| 125 | NEE | NextEra Energy,... | 75.50 | +4.51% | 11.97K | +16.96% | 848.69K | 69.37 | 0.17% | Share |
| 126 | WCN | Waste Connectio... | 184.78 | +0.03% | 4.34K | -5.24% | 847.91K | 134.02 | 0.17% | Share |
| 127 | VLO | Valero Energy C... | 136.72 | +0.66% | 6.4K | -4.78% | 845.35K | 123.57 | 0.17% | Share |
| 128 | LEN | Lennar Corporat... | 131.99 | +1.18% | 7.35K | -9.06% | 844.05K | 79 | 0.17% | Share |
| 129 | BLK | BlackRock, Inc. | 1135.68 | -2.11% | 890 | -2.31% | 842.74K | 1025.11 | 0.17% | Share |
| 130 | UBS | UBS Group AG | 39.91 | +0.11% | 27.5K | -2.71% | 842.45K | 30.48 | 0.17% | Share |
| 131 | PAYC | Paycom Software... | 216.90 | +0.42% | 3.85K | +4.45% | 840.98K | 156.65 | 0.17% | Share |
| 132 | VEU | Vanguard FTSE A... | 69.50 | +0.41% | 13.75K | +0.31% | 834.13K | 55.14 | 0.17% | Share |
| 133 | STE | STERIS plc | 245.56 | -0.24% | 3.66K | 0.00% | 828.59K | 193.3 | 0.17% | Share |
| 134 | BWA | BorgWarner Inc. | 41.38 | -0.17% | 28.6K | -8.22% | 819.34K | 33.48 | 0.17% | Share |
| 135 | C | Citigroup Inc. | 93.66 | -1.89% | 11.11K | -6.28% | 788.84K | 61.47 | 0.16% | Share |
| 136 | AMAT | Applied Materia... | 161.90 | -13.99% | 5.35K | +4.88% | 776.02K | 142.05 | 0.16% | Share |
| 137 | MS | Morgan Stanley | 144.65 | -2.6% | 6.64K | +7.86% | 775.12K | 76.94 | 0.16% | Share |
| 138 | ECL | Ecolab Inc. | 280.87 | +0.32% | 3.06K | +30.49% | 774.82K | 220.7 | 0.16% | Share |
| 139 | SLV | iShares Silver ... | 34.49 | -0.01% | 24.94K | +100.00% | 772.92K | 30.99 | 0.16% | Share |
| 140 | MCO | Moody's Corpora... | 516.43 | -0.94% | 1.65K | +0.67% | 769.27K | 355.47 | 0.16% | Share |
| 141 | LKQ | LKQ Corporation | 30.95 | -1.92% | 18.07K | +0.14% | 768.69K | 36.76 | 0.16% | Share |
| 142 | SONY | Sony Group Corp... | 28.73 | +3.57% | 30.04K | +0.16% | 762.6K | 19.88 | 0.15% | Share |
| 143 | XYL | Xylem Inc. | 140.80 | -0.73% | 6.37K | -0.82% | 761.2K | 104.01 | 0.15% | Share |
| 144 | CVS | CVS Health Corp... | 68.58 | +2.77% | 11.14K | +11.14% | 754.47K | 82.72 | 0.15% | Share |
| 145 | YUM | Yum! Brands, In... | 148.22 | +0.99% | 4.78K | -0.1% | 752.76K | 136.25 | 0.15% | Share |
| 146 | DHR | Danaher Corpora... | 210.68 | +0.22% | 3.65K | +5.45% | 749.14K | 220.71 | 0.15% | Share |
| 147 | HCA | HCA Healthcare,... | 395.77 | +0.54% | 2.17K | -32.65% | 749.07K | 292.55 | 0.15% | Share |
| 148 | AJG | Arthur J. Galla... | 292.62 | -0.27% | 2.16K | +19.07% | 745.73K | 215.74 | 0.15% | Share |
| 149 | CTVA | Corteva, Inc. | 71.76 | -0.15% | 11.78K | +3.25% | 741.19K | 46.89 | 0.15% | Share |
| 150 | PGR | The Progressive... | 247.03 | -1.56% | 2.6K | +10.67% | 737.01K | 141.2 | 0.15% | Share |