Personal Cfo Solutions
Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CB, AAPL, MSFT, NVDA, IWM, and represent 22.85% of Personal Cfo Solutions's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$14M), SCHD (+$5.3M), AVGO, XLE, VUG, CVX, XLV, MSFT, SNPS, STX.
- Started 51 new stock positions in CX, SBSW, PHM, KWR, OSK, KBR, HPE, GFI, PCOR, CTRE.
- Reduced shares in these 10 stocks: , IWF (-$7.4M), EFG, QQQ, NVDA, IWD, SHY, GD, PARA, .
- Sold out of its positions in TEAM, BWXT, KMX, CL, ED, ERIC, FICO, FOXA, IT, GGAL.
- Personal Cfo Solutions was a net seller of stock by $-4.2M.
- Personal Cfo Solutions has $570M in assets under management (AUM), dropping by 5.44%.
- Central Index Key (CIK): 0001677501
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Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 495 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chubb (CB) | 9.6 | $55M | 193k | 282.25 |
|
|
| Apple (AAPL) | 4.8 | $27M | -2% | 106k | 254.63 |
|
| Microsoft Corporation (MSFT) | 3.2 | $18M | +5% | 35k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $15M | -12% | 83k | 186.58 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $15M | +1705% | 63k | 241.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $14M | 59k | 243.10 |
|
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| Amazon (AMZN) | 2.3 | $13M | 61k | 219.57 |
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| Itt (ITT) | 1.9 | $11M | 59k | 178.76 |
|
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 1.6 | $9.0M | 118k | 76.34 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $8.5M | -4% | 35k | 243.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $6.0M | -11% | 9.1k | 666.20 |
|
| Broadcom (AVGO) | 1.0 | $5.5M | +56% | 17k | 329.90 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $5.3M | NEW | 196k | 27.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.3M | 11k | 502.73 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.9 | $5.1M | +14% | 116k | 44.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $4.7M | +3% | 13k | 355.46 |
|
| Oracle Corporation (ORCL) | 0.8 | $4.7M | -14% | 17k | 281.25 |
|
| Meta Platforms Cl A (META) | 0.8 | $4.5M | +5% | 6.2k | 734.37 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $4.4M | +8% | 16k | 279.29 |
|
| Tesla Motors (TSLA) | 0.8 | $4.4M | +5% | 9.8k | 444.73 |
|
| Visa Com Cl A (V) | 0.8 | $4.3M | -8% | 13k | 341.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $4.1M | 7.2k | 568.80 |
|
|
| Boeing Company (BA) | 0.7 | $4.1M | 19k | 215.83 |
|
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $3.9M | +13% | 48k | 81.19 |
|
| Chevron Corporation (CVX) | 0.7 | $3.8M | +35% | 25k | 155.29 |
|
| Netflix (NFLX) | 0.6 | $3.5M | -9% | 2.9k | 1198.95 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.4M | 30k | 112.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.3M | 11k | 315.44 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.3M | -2% | 4.4k | 763.03 |
|
| Altria (MO) | 0.6 | $3.1M | 48k | 66.06 |
|
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| American Express Company (AXP) | 0.5 | $3.1M | -6% | 9.3k | 332.15 |
|
| Verizon Communications (VZ) | 0.5 | $3.0M | -8% | 68k | 43.95 |
|
| Cbre Group Cl A (CBRE) | 0.5 | $2.7M | 17k | 157.56 |
|
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| Raytheon Technologies Corp (RTX) | 0.5 | $2.7M | 16k | 167.33 |
|
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| Sea Sponsord Ads (SE) | 0.5 | $2.7M | +2% | 15k | 178.73 |
|
| At&t (T) | 0.5 | $2.6M | +12% | 92k | 28.24 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.5M | +2% | 13k | 185.42 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.4 | $2.4M | 18k | 134.42 |
|
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| Philip Morris International (PM) | 0.4 | $2.3M | +3% | 14k | 162.20 |
|
| Ishares Tr Expanded Tech (IGV) | 0.4 | $2.3M | +6% | 20k | 115.01 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $2.3M | +2% | 8.4k | 267.21 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $2.2M | +8% | 12k | 182.42 |
|
| General Dynamics Corporation (GD) | 0.4 | $2.2M | -31% | 6.4k | 340.99 |
|
| Ge Aerospace Com New (GE) | 0.4 | $2.2M | 7.2k | 300.81 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $2.2M | -21% | 15k | 148.61 |
|
| Servicenow (NOW) | 0.4 | $2.1M | +3% | 2.3k | 920.18 |
|
| Goldman Sachs (GS) | 0.4 | $2.1M | 2.6k | 796.28 |
|
|
| Merck & Co (MRK) | 0.4 | $2.1M | -2% | 24k | 83.93 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.0M | +12% | 2.1k | 968.19 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.9M | -17% | 14k | 133.94 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.9M | NEW | 22k | 89.34 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.9M | 37k | 51.59 |
|
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| UnitedHealth (UNH) | 0.3 | $1.9M | +30% | 5.4k | 345.32 |
|
| Aon Shs Cl A (AON) | 0.3 | $1.9M | -3% | 5.2k | 356.61 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $1.8M | 24k | 76.62 |
|
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| Intuit (INTU) | 0.3 | $1.8M | +34% | 2.7k | 683.00 |
|
| McKesson Corporation (MCK) | 0.3 | $1.8M | +11% | 2.4k | 772.57 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.8M | -4% | 18k | 103.06 |
|
| Pfizer (PFE) | 0.3 | $1.8M | +2% | 69k | 25.48 |
|
| Uber Technologies (UBER) | 0.3 | $1.7M | +56% | 17k | 97.97 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.3 | $1.7M | 17k | 97.99 |
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| Linde SHS (LIN) | 0.3 | $1.6M | +2% | 3.5k | 474.97 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $1.6M | 2.3k | 697.93 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.6M | -24% | 4.4k | 352.75 |
|
| Qualcomm (QCOM) | 0.3 | $1.6M | -2% | 9.3k | 166.36 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.5M | -2% | 49k | 31.42 |
|
| Coca-Cola Company (KO) | 0.3 | $1.5M | +3% | 23k | 66.32 |
|
| International Business Machines (IBM) | 0.3 | $1.5M | +11% | 5.3k | 282.16 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | 1.6k | 925.47 |
|
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| Capital One Financial (COF) | 0.3 | $1.5M | 7.0k | 212.59 |
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| Zoetis Cl A (ZTS) | 0.3 | $1.5M | -2% | 10k | 146.32 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $1.5M | +107% | 6.2k | 236.06 |
|
| Abbvie (ABBV) | 0.3 | $1.5M | -2% | 6.3k | 231.55 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.4M | +13% | 19k | 76.72 |
|
| Dominion Resources (D) | 0.2 | $1.4M | 23k | 61.17 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.4M | +15% | 17k | 83.82 |
|
| Nike CL B (NKE) | 0.2 | $1.4M | +10% | 20k | 69.73 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.4M | 80k | 17.16 |
|
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| Southern Company (SO) | 0.2 | $1.3M | +2% | 14k | 94.77 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.3M | -3% | 1.9k | 718.41 |
|
| Home Depot (HD) | 0.2 | $1.3M | +2% | 3.2k | 405.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.3M | NEW | 2.7k | 479.69 |
|
| Norfolk Southern (NSC) | 0.2 | $1.3M | 4.3k | 300.42 |
|
|
| Synopsys (SNPS) | 0.2 | $1.3M | +180% | 2.6k | 493.39 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.3k | 153.65 |
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| TJX Companies (TJX) | 0.2 | $1.3M | +79% | 8.7k | 144.54 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.3M | 28k | 45.10 |
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| Carrier Global Corporation (CARR) | 0.2 | $1.3M | +2% | 21k | 59.70 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.2M | 29k | 42.37 |
|
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| Msci (MSCI) | 0.2 | $1.2M | 2.1k | 567.51 |
|
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| Rb Global (RBA) | 0.2 | $1.2M | 11k | 108.36 |
|
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.2M | -2% | 6.2k | 192.73 |
|
| MercadoLibre (MELI) | 0.2 | $1.2M | 512.00 | 2336.94 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.2M | +6% | 22k | 55.49 |
|
| Applied Materials (AMAT) | 0.2 | $1.2M | 5.8k | 204.73 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | +3% | 17k | 68.42 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | -8% | 4.7k | 246.60 |
|
| Citigroup Com New (C) | 0.2 | $1.1M | -4% | 11k | 101.50 |
|
| Corteva (CTVA) | 0.2 | $1.1M | +30% | 17k | 67.63 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.1M | 6.5k | 170.26 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.1M | 15k | 74.49 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.4k | 251.28 |
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| Blackrock (BLK) | 0.2 | $1.1M | +5% | 949.00 | 1166.01 |
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| Yum! Brands (YUM) | 0.2 | $1.1M | 7.2k | 152.01 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | +2% | 12k | 94.59 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | -2% | 11k | 95.47 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | -2% | 13k | 84.60 |
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| Walt Disney Company (DIS) | 0.2 | $1.1M | +30% | 9.3k | 114.50 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.0M | -7% | 1.6k | 638.89 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.0M | 6.6k | 158.95 |
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| Medtronic SHS (MDT) | 0.2 | $1.0M | +8% | 11k | 95.24 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.0M | -3% | 1.3k | 758.02 |
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| Ameriprise Financial (AMP) | 0.2 | $1.0M | 2.0k | 491.27 |
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| Ge Vernova (GEV) | 0.2 | $1.0M | +2% | 1.6k | 614.79 |
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| CoStar (CSGP) | 0.2 | $996k | +3% | 12k | 84.37 |
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| Hca Holdings (HCA) | 0.2 | $992k | -4% | 2.3k | 426.24 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $983k | -38% | 2.0k | 484.97 |
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| Coupang Cl A (CPNG) | 0.2 | $983k | 31k | 32.20 |
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| Universal Hlth Svcs CL B (UHS) | 0.2 | $966k | -3% | 4.7k | 204.43 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $964k | -4% | 3.1k | 313.52 |
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| Amphenol Corp Cl A (APH) | 0.2 | $954k | -8% | 7.7k | 123.75 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $951k | -3% | 1.7k | 562.31 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $928k | +28% | 6.9k | 133.89 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $911k | 10k | 90.73 |
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| Icici Bank Adr (IBN) | 0.2 | $911k | +2% | 30k | 30.23 |
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| Lennar Corp Cl A (LEN) | 0.2 | $910k | 7.2k | 126.04 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $909k | +18% | 16k | 57.10 |
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| Air Products & Chemicals (APD) | 0.2 | $894k | +2% | 3.3k | 272.70 |
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| Aptiv Com Shs (APTV) | 0.2 | $885k | -2% | 10k | 86.22 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $884k | NEW | 6.4k | 139.17 |
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| Nextera Energy (NEE) | 0.2 | $883k | 12k | 75.49 |
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| salesforce (CRM) | 0.2 | $882k | -11% | 3.7k | 236.99 |
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| McDonald's Corporation (MCD) | 0.2 | $880k | 2.9k | 303.84 |
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| Waste Connections (WCN) | 0.2 | $880k | +3% | 5.0k | 175.81 |
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| Public Service Enterprise (PEG) | 0.2 | $863k | 10k | 83.46 |
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| BorgWarner (BWA) | 0.1 | $854k | -30% | 19k | 43.96 |
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| Corning Incorporated (GLW) | 0.1 | $850k | +44% | 10k | 82.03 |
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| Boston Scientific Corporation (BSX) | 0.1 | $847k | +210% | 8.7k | 97.63 |
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| CVS Caremark Corporation (CVS) | 0.1 | $843k | +2% | 11k | 75.39 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $838k | -4% | 29k | 28.79 |
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| Ferrari Nv Ord (RACE) | 0.1 | $835k | +2% | 1.7k | 485.36 |
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| EOG Resources (EOG) | 0.1 | $834k | +3% | 7.4k | 112.12 |
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| Progressive Corporation (PGR) | 0.1 | $823k | +27% | 3.3k | 246.94 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $821k | -27% | 2.9k | 281.88 |
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| Eaton Corp SHS (ETN) | 0.1 | $808k | 2.2k | 374.21 |
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| Constellation Energy (CEG) | 0.1 | $808k | +3% | 2.5k | 329.06 |
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| Ubs Group SHS (UBS) | 0.1 | $794k | 19k | 41.00 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $792k | 50k | 15.94 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $792k | -4% | 8.5k | 93.37 |
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| Amgen (AMGN) | 0.1 | $789k | 2.8k | 282.16 |
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| Trane Technologies SHS (TT) | 0.1 | $784k | 1.9k | 421.88 |
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| Paycom Software (PAYC) | 0.1 | $783k | 3.8k | 208.16 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $781k | +5% | 49k | 16.01 |
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| CF Industries Holdings (CF) | 0.1 | $774k | 8.6k | 89.70 |
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| Moody's Corporation (MCO) | 0.1 | $772k | 1.6k | 476.54 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $768k | -23% | 8.8k | 87.21 |
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| Target Corporation (TGT) | 0.1 | $759k | 8.5k | 89.70 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $754k | -8% | 13k | 59.74 |
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| Workday Cl A (WDAY) | 0.1 | $753k | -38% | 3.1k | 240.73 |
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| Us Bancorp Del Com New (USB) | 0.1 | $751k | +3% | 16k | 48.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $749k | -3% | 11k | 71.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $748k | -9% | 4.4k | 170.86 |
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| ConAgra Foods (CAG) | 0.1 | $740k | +13% | 40k | 18.31 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $729k | -25% | 4.7k | 154.23 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $728k | -31% | 6.1k | 118.37 |
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| Schlumberger Com Stk (SLB) | 0.1 | $725k | 21k | 34.37 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $722k | -20% | 17k | 42.13 |
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| Expedia Group Com New (EXPE) | 0.1 | $719k | 3.4k | 213.76 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $712k | -27% | 3.0k | 239.60 |
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| Danaher Corporation (DHR) | 0.1 | $709k | +13% | 3.6k | 198.29 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $699k | -15% | 36k | 19.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $699k | -3% | 3.7k | 189.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $699k | -3% | 1.4k | 490.52 |
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| Honeywell International (HON) | 0.1 | $697k | -3% | 3.3k | 210.49 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $688k | +2% | 5.6k | 123.75 |
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| Encompass Health Corp (EHC) | 0.1 | $688k | 5.4k | 127.01 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $680k | NEW | 7.6k | 89.62 |
|
| L3harris Technologies (LHX) | 0.1 | $678k | +5% | 2.2k | 305.37 |
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| Microchip Technology (MCHP) | 0.1 | $676k | 11k | 64.22 |
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| PNC Financial Services (PNC) | 0.1 | $671k | -6% | 3.3k | 200.91 |
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| Interpublic Group of Companies (IPG) | 0.1 | $663k | 24k | 27.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $652k | +5% | 10k | 62.47 |
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| Vistra Energy (VST) | 0.1 | $649k | +87% | 3.3k | 195.93 |
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| Monday SHS (MNDY) | 0.1 | $647k | +15% | 3.3k | 193.69 |
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| Incyte Corporation (INCY) | 0.1 | $645k | 7.6k | 84.81 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $641k | 2.1k | 309.66 |
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| American Intl Group Com New (AIG) | 0.1 | $640k | +5% | 8.1k | 78.54 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $634k | +8% | 3.5k | 183.72 |
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| Newmont Mining Corporation (NEM) | 0.1 | $629k | 7.5k | 84.31 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $626k | -9% | 2.7k | 227.76 |
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| Xylem (XYL) | 0.1 | $619k | 4.2k | 147.50 |
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| Barclays Adr (BCS) | 0.1 | $610k | 30k | 20.67 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $606k | 3.8k | 159.88 |
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| AmerisourceBergen (COR) | 0.1 | $600k | -3% | 1.9k | 312.47 |
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| Union Pacific Corporation (UNP) | 0.1 | $600k | +7% | 2.5k | 236.34 |
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| U.S. Physical Therapy (USPH) | 0.1 | $597k | +4% | 7.0k | 84.94 |
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| BP Sponsored Adr (BP) | 0.1 | $595k | +3% | 17k | 34.46 |
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| Ecolab (ECL) | 0.1 | $593k | 2.2k | 273.82 |
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|
| Host Hotels & Resorts (HST) | 0.1 | $588k | +2% | 35k | 17.02 |
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| Enterprise Products Partners (EPD) | 0.1 | $588k | -4% | 19k | 31.27 |
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| Hp (HPQ) | 0.1 | $585k | +2% | 22k | 27.23 |
|
| LKQ Corporation (LKQ) | 0.1 | $583k | +11% | 19k | 30.54 |
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| Valmont Industries (VMI) | 0.1 | $583k | 1.5k | 387.62 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $582k | 3.1k | 190.59 |
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| Omni (OMC) | 0.1 | $582k | +4% | 7.1k | 81.53 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $576k | +3% | 13k | 43.16 |
|
| Advanced Micro Devices (AMD) | 0.1 | $576k | -43% | 3.6k | 161.81 |
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| Pepsi (PEP) | 0.1 | $572k | +8% | 4.1k | 140.44 |
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| Waste Management (WM) | 0.1 | $569k | +43% | 2.6k | 220.85 |
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| Intel Corporation (INTC) | 0.1 | $568k | +2% | 17k | 33.55 |
|
| Analog Devices (ADI) | 0.1 | $568k | +4% | 2.3k | 245.72 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $567k | -13% | 30k | 19.25 |
|
| Voya Financial (VOYA) | 0.1 | $567k | -4% | 7.6k | 74.80 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $562k | -32% | 923.00 | 609.34 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $560k | -18% | 2.8k | 201.56 |
|
| Enbridge (ENB) | 0.1 | $560k | 11k | 50.46 |
|
|
| Deere & Company (DE) | 0.1 | $560k | 1.2k | 457.15 |
|
|
| Paramount Skydance Corp Com Cl Ba (PSKY) | 0.1 | $554k | NEW | 29k | 18.92 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $554k | NEW | 6.2k | 89.37 |
|
| 3M Company (MMM) | 0.1 | $549k | -14% | 3.5k | 155.16 |
|
| Embraer Sponsored Ads (ERJ) | 0.1 | $540k | 8.9k | 60.45 |
|
|
| Dupont De Nemours (DD) | 0.1 | $540k | +3% | 6.9k | 77.90 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $536k | -3% | 6.6k | 81.25 |
|
| General Mills (GIS) | 0.1 | $524k | +8% | 10k | 50.42 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $520k | -46% | 4.3k | 121.42 |
|
| Martin Marietta Materials (MLM) | 0.1 | $509k | +2% | 808.00 | 630.39 |
|
| Standex Int'l (SXI) | 0.1 | $500k | -2% | 2.4k | 211.86 |
|
| Gilead Sciences (GILD) | 0.1 | $499k | 4.5k | 111.00 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $496k | -12% | 2.3k | 214.59 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.1 | $488k | 10k | 47.52 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $487k | +26% | 2.6k | 187.17 |
|
| Travelers Companies (TRV) | 0.1 | $484k | +4% | 1.7k | 279.25 |
|
| Metropcs Communications (TMUS) | 0.1 | $483k | +3% | 2.0k | 239.38 |
|
| Curtiss-Wright (CW) | 0.1 | $481k | +15% | 886.00 | 543.13 |
|
| Xcel Energy (XEL) | 0.1 | $481k | 6.0k | 80.65 |
|
|
| Ensign (ENSG) | 0.1 | $479k | -16% | 2.8k | 172.79 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $479k | +5% | 4.4k | 108.96 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $474k | -4% | 15k | 31.96 |
|
| Comfort Systems USA (FIX) | 0.1 | $473k | +13% | 573.00 | 825.12 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $472k | 62k | 7.59 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $471k | -14% | 2.6k | 178.15 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $471k | 2.8k | 170.77 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $469k | +23% | 4.9k | 95.42 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $464k | 792.00 | 586.34 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $464k | +4% | 4.2k | 111.22 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $462k | +3% | 1.2k | 391.64 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $454k | +2% | 1.0k | 447.23 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $450k | 985.00 | 457.22 |
|
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $442k | NEW | 11k | 41.96 |
|
| Cadence Design Systems (CDNS) | 0.1 | $441k | 1.3k | 351.26 |
|
|
| Booking Holdings (BKNG) | 0.1 | $432k | +14% | 80.00 | 5399.68 |
|
| Akamai Technologies (AKAM) | 0.1 | $429k | -2% | 5.7k | 75.76 |
|
| Fiserv (FI) | 0.1 | $429k | +173% | 3.3k | 128.93 |
|
| Leidos Holdings (LDOS) | 0.1 | $427k | -23% | 2.3k | 188.97 |
|
| Prologis (PLD) | 0.1 | $427k | +8% | 3.7k | 114.52 |
|
| Crane Holdings (CXT) | 0.1 | $425k | +35% | 6.3k | 67.07 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $423k | +3% | 7.1k | 59.61 |
|
| Nucor Corporation (NUE) | 0.1 | $420k | +14% | 3.1k | 135.43 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $420k | +65% | 7.9k | 53.08 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $415k | 23k | 18.15 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $413k | +9% | 383.00 | 1077.35 |
|
| Travel Leisure Ord (TNL) | 0.1 | $411k | -19% | 6.9k | 59.49 |
|
| Caterpillar (CAT) | 0.1 | $409k | 856.00 | 477.36 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $409k | -7% | 2.1k | 193.31 |
|
| Automatic Data Processing (ADP) | 0.1 | $405k | -18% | 1.4k | 293.44 |
|
| China Yuchai Intl (CYD) | 0.1 | $404k | NEW | 9.8k | 41.37 |
|
| Simon Property (SPG) | 0.1 | $402k | -17% | 2.1k | 187.71 |
|
| eBay (EBAY) | 0.1 | $401k | -10% | 4.4k | 90.96 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $397k | -21% | 2.8k | 143.18 |
|
| Nrg Energy Com New (NRG) | 0.1 | $393k | +5% | 2.4k | 161.95 |
|
| American Electric Power Company (AEP) | 0.1 | $393k | 3.5k | 112.49 |
|
|
| Cme (CME) | 0.1 | $390k | 1.4k | 270.21 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $387k | 1.1k | 337.38 |
|
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $386k | NEW | 4.3k | 90.50 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $384k | -17% | 1.8k | 219.59 |
|
| WESCO International (WCC) | 0.1 | $383k | 1.8k | 211.53 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $381k | +33% | 2.8k | 134.67 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $377k | -9% | 1.2k | 323.61 |
|
| Micron Technology (MU) | 0.1 | $372k | +13% | 2.2k | 167.30 |
|
| United Rentals (URI) | 0.1 | $370k | +6% | 387.00 | 954.96 |
|
| Shell Spon Ads (SHEL) | 0.1 | $369k | 5.2k | 71.53 |
|
|
| General Motors Company (GM) | 0.1 | $368k | +8% | 6.0k | 60.97 |
|
| S&p Global (SPGI) | 0.1 | $368k | +5% | 755.00 | 486.76 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $367k | +3% | 3.3k | 111.47 |
|
| Equifax (EFX) | 0.1 | $366k | +2% | 1.4k | 256.46 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $366k | 2.4k | 150.84 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $365k | -5% | 6.3k | 57.52 |
|
| PriceSmart (PSMT) | 0.1 | $363k | +2% | 3.0k | 121.19 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $358k | NEW | 3.8k | 95.19 |
|
| LeMaitre Vascular (LMAT) | 0.1 | $355k | 4.1k | 87.50 |
|
|
| Alcon Ord Shs (ALC) | 0.1 | $355k | +10% | 4.8k | 74.52 |
|
| Emerson Electric (EMR) | 0.1 | $354k | -11% | 2.7k | 131.16 |
|
| Western Digital (WDC) | 0.1 | $353k | NEW | 2.9k | 120.06 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $349k | +7% | 5.6k | 62.22 |
|
| United Parcel Service CL B (UPS) | 0.1 | $348k | +98% | 4.2k | 83.52 |
|
| Williams Companies (WMB) | 0.1 | $347k | -2% | 5.5k | 63.35 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $347k | +3% | 1.2k | 297.91 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $346k | 1.8k | 197.72 |
|
|
| Clear Secure Com Cl A (YOU) | 0.1 | $346k | 10k | 33.38 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $346k | +10% | 1.7k | 203.58 |
|
| Napco Security Systems (NSSC) | 0.1 | $345k | +3% | 8.0k | 42.95 |
|
| Littelfuse (LFUS) | 0.1 | $345k | 1.3k | 259.09 |
|
|
| RPM International (RPM) | 0.1 | $345k | 2.9k | 117.86 |
|
|
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $343k | -3% | 33k | 10.33 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $343k | +7% | 8.8k | 39.19 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $343k | -23% | 2.4k | 145.71 |
|
| Zimmer Holdings (ZBH) | 0.1 | $342k | +16% | 3.5k | 98.51 |
|
| Biogen Idec (BIIB) | 0.1 | $342k | +20% | 2.4k | 140.08 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.1 | $341k | -12% | 6.0k | 56.45 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.1 | $339k | 13k | 25.60 |
|
|
| PPG Industries (PPG) | 0.1 | $338k | +14% | 3.2k | 105.12 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $337k | +4% | 1.5k | 225.55 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $336k | NEW | 5.6k | 60.22 |
|
| Emcor (EME) | 0.1 | $334k | +17% | 514.00 | 649.81 |
|
| Home BancShares (HOMB) | 0.1 | $334k | 12k | 28.30 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $333k | +19% | 186.00 | 1790.05 |
|
| ResMed (RMD) | 0.1 | $333k | -2% | 1.2k | 273.66 |
|
| Kraft Heinz (KHC) | 0.1 | $330k | +13% | 13k | 26.04 |
|
| Air Lease Corp Cl A (AL) | 0.1 | $330k | -23% | 5.2k | 63.65 |
|
| T. Rowe Price (TROW) | 0.1 | $330k | +7% | 3.2k | 102.63 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $328k | +20% | 2.6k | 128.23 |
|
| Installed Bldg Prods (IBP) | 0.1 | $324k | +17% | 1.3k | 246.70 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $323k | +3% | 3.7k | 88.12 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $322k | -2% | 2.9k | 111.84 |
|
| Crown Holdings (CCK) | 0.1 | $322k | 3.3k | 96.58 |
|
|
| Piper Jaffray Companies (PIPR) | 0.1 | $321k | +18% | 926.00 | 346.95 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $319k | -3% | 817.00 | 390.29 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $316k | 3.3k | 95.88 |
|
|
| Autodesk (ADSK) | 0.1 | $314k | 989.00 | 317.67 |
|
|
| D.R. Horton (DHI) | 0.1 | $314k | +14% | 1.9k | 169.45 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $314k | +10% | 2.9k | 109.95 |
|
| Patrick Industries (PATK) | 0.1 | $314k | 3.0k | 103.42 |
|
|
| Acuity Brands (AYI) | 0.1 | $314k | +17% | 910.00 | 344.48 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $313k | -4% | 29k | 10.67 |
|
| Best Buy (BBY) | 0.1 | $313k | NEW | 4.1k | 75.61 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.1 | $311k | +14% | 13k | 24.82 |
|
| American Tower Reit (AMT) | 0.1 | $310k | -16% | 1.6k | 192.36 |
|
| O'reilly Automotive (ORLY) | 0.1 | $310k | +5% | 2.9k | 107.81 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.1 | $310k | NEW | 13k | 24.33 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $308k | NEW | 3.3k | 93.44 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $307k | -15% | 3.8k | 79.90 |
|
| Cognex Corporation (CGNX) | 0.1 | $306k | 6.8k | 45.30 |
|
|
| Wingstop (WING) | 0.1 | $305k | +21% | 1.2k | 251.73 |
|
| Cabot Corporation (CBT) | 0.1 | $305k | 4.0k | 76.05 |
|
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $304k | NEW | 27k | 11.24 |
|
| Ventas (VTR) | 0.1 | $304k | -16% | 4.3k | 69.99 |
|
| OSI Systems (OSIS) | 0.1 | $303k | +21% | 1.2k | 249.24 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $302k | -12% | 2.2k | 134.79 |
|
| Steris Shs Usd (STE) | 0.1 | $301k | -35% | 1.2k | 247.42 |
|
| Technipfmc (FTI) | 0.1 | $297k | -3% | 7.5k | 39.45 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $297k | -9% | 1.5k | 203.04 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $296k | +4% | 1.5k | 192.19 |
|
| John Bean Technologies Corporation (JBTM) | 0.1 | $295k | +24% | 2.1k | 140.43 |
|
| Hexcel Corporation (HXL) | 0.1 | $292k | 4.7k | 62.70 |
|
|
| Chemed Corp Com Stk (CHE) | 0.1 | $291k | +19% | 650.00 | 447.90 |
|
| Jabil Circuit (JBL) | 0.1 | $291k | -3% | 1.3k | 217.19 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $290k | +9% | 6.1k | 47.20 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $290k | +6% | 17k | 16.74 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $288k | -43% | 5.3k | 54.30 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $284k | 1.6k | 173.93 |
|
|
| Life Time Group Holdings Common Stock (LTH) | 0.0 | $282k | +18% | 10k | 27.60 |
|
| CBOE Holdings (CBOE) | 0.0 | $282k | -2% | 1.1k | 245.22 |
|
| Tapestry (TPR) | 0.0 | $280k | 2.5k | 113.23 |
|
|
| Materion Corporation (MTRN) | 0.0 | $276k | -13% | 2.3k | 120.83 |
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $275k | NEW | 7.3k | 37.66 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $274k | -11% | 7.2k | 37.94 |
|
| Tetra Tech (TTEK) | 0.0 | $274k | 8.2k | 33.38 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $274k | NEW | 1.5k | 178.77 |
|
| Howmet Aerospace (HWM) | 0.0 | $274k | +17% | 1.4k | 196.24 |
|
| MetLife (MET) | 0.0 | $272k | 3.3k | 82.36 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $272k | -13% | 8.7k | 31.15 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $271k | -7% | 941.00 | 287.91 |
|
| Cigna Corp (CI) | 0.0 | $271k | +11% | 940.00 | 288.21 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $271k | 2.0k | 134.66 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $270k | NEW | 11k | 24.56 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $270k | +6% | 4.2k | 64.20 |
|
| CSX Corporation (CSX) | 0.0 | $270k | +4% | 7.6k | 35.51 |
|
| NetApp (NTAP) | 0.0 | $270k | -7% | 2.3k | 118.47 |
|
| Procore Technologies (PCOR) | 0.0 | $269k | NEW | 3.7k | 72.92 |
|
| Utz Brands Com Cl A (UTZ) | 0.0 | $269k | +24% | 22k | 12.15 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $269k | +18% | 1.0k | 259.45 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $268k | 1.3k | 198.81 |
|
|
| Coherent Corp (COHR) | 0.0 | $268k | -34% | 2.5k | 107.71 |
|
| Hasbro (HAS) | 0.0 | $268k | NEW | 3.5k | 75.86 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $266k | -3% | 289.00 | 920.72 |
|
| Baxter International (BAX) | 0.0 | $266k | +15% | 12k | 22.77 |
|
| Firstservice Corp (FSV) | 0.0 | $265k | -13% | 1.4k | 190.53 |
|
| Generac Holdings (GNRC) | 0.0 | $265k | 1.6k | 167.38 |
|
|
| PPL Corporation (PPL) | 0.0 | $263k | NEW | 7.1k | 37.16 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $263k | +2% | 1.5k | 172.12 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $263k | +2% | 6.5k | 40.64 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $262k | +21% | 9.7k | 27.08 |
|
| Itron (ITRI) | 0.0 | $262k | NEW | 2.1k | 124.56 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $261k | +9% | 5.9k | 44.00 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $261k | 2.2k | 120.98 |
|
|
| AES Corporation (AES) | 0.0 | $261k | -4% | 20k | 13.16 |
|
| CRA International (CRAI) | 0.0 | $261k | -21% | 1.3k | 208.55 |
|
| Avista Corporation (AVA) | 0.0 | $260k | +25% | 6.9k | 37.81 |
|
| Dex (DXCM) | 0.0 | $260k | +5% | 3.9k | 67.29 |
|
| Matador Resources (MTDR) | 0.0 | $258k | 5.7k | 44.93 |
|
|
| Intapp (INTA) | 0.0 | $257k | NEW | 6.3k | 40.90 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $257k | -17% | 6.2k | 41.12 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $256k | 11k | 23.65 |
|
|
| Cohen & Steers (CNS) | 0.0 | $256k | 3.9k | 65.61 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $255k | +4% | 511.00 | 498.86 |
|
| Apollo Global Mgmt (APO) | 0.0 | $255k | +10% | 1.9k | 133.27 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $254k | -19% | 596.00 | 425.42 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $253k | 1.5k | 167.99 |
|
|
| Brunswick Corporation (BC) | 0.0 | $252k | +5% | 4.0k | 63.24 |
|
| Carvana Cl A (CVNA) | 0.0 | $252k | -2% | 668.00 | 377.24 |
|
| Vontier Corporation (VNT) | 0.0 | $252k | NEW | 6.0k | 41.97 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $251k | +2% | 965.00 | 260.44 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $250k | -3% | 2.0k | 126.79 |
|
| Iron Mountain (IRM) | 0.0 | $250k | +5% | 2.5k | 101.93 |
|
| Intercontinental Exchange (ICE) | 0.0 | $250k | +3% | 1.5k | 168.47 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $250k | NEW | 20k | 12.75 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $248k | 4.4k | 56.75 |
|
|
| Allstate Corporation (ALL) | 0.0 | $248k | -4% | 1.2k | 214.64 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $248k | -10% | 513.00 | 483.15 |
|
| American Water Works (AWK) | 0.0 | $248k | 1.8k | 139.23 |
|
|
| Noble Corp Ord Shs A (NE) | 0.0 | $247k | NEW | 8.7k | 28.28 |
|
| Pulte (PHM) | 0.0 | $247k | NEW | 1.9k | 132.10 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $246k | NEW | 12k | 20.21 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $246k | 4.1k | 59.69 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $245k | 3.4k | 73.08 |
|
|
| Citizens Financial (CFG) | 0.0 | $245k | 4.6k | 53.16 |
|
|
| Murphy Usa (MUSA) | 0.0 | $244k | +6% | 629.00 | 388.52 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $244k | NEW | 25k | 9.96 |
|
| Universal Display Corporation (OLED) | 0.0 | $244k | 1.7k | 143.61 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $244k | NEW | 7.7k | 31.58 |
|
| DTE Energy Company (DTE) | 0.0 | $243k | 1.7k | 141.47 |
|
|
| WisdomTree Investments (WT) | 0.0 | $243k | +30% | 18k | 13.90 |
|
| Cameco Corporation (CCJ) | 0.0 | $242k | 2.9k | 83.87 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $241k | 11k | 21.34 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $241k | -4% | 696.00 | 346.70 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $241k | NEW | 697.00 | 345.52 |
|
| Dover Corporation (DOV) | 0.0 | $241k | 1.4k | 166.77 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $241k | 12k | 19.50 |
|
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $238k | NEW | 18k | 13.05 |
|
| Concentrix Corp (CNXC) | 0.0 | $237k | 5.1k | 46.15 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $236k | +19% | 6.0k | 39.22 |
|
| Perrigo SHS (PRGO) | 0.0 | $236k | 11k | 22.27 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $233k | +5% | 1.3k | 172.87 |
|
| Shoe Carnival (SCVL) | 0.0 | $232k | 11k | 20.79 |
|
|
| UFP Technologies (UFPT) | 0.0 | $232k | +18% | 1.2k | 199.60 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $232k | +49% | 6.7k | 34.37 |
|
| UniFirst Corporation (UNF) | 0.0 | $232k | 1.4k | 167.19 |
|
|
| Landstar System (LSTR) | 0.0 | $231k | -3% | 1.9k | 122.59 |
|
| Yatsen Hldg Sponsored Ads (YSG) | 0.0 | $230k | NEW | 25k | 9.06 |
|
| Raymond James Financial (RJF) | 0.0 | $227k | 1.3k | 172.56 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $227k | NEW | 6.5k | 34.68 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $227k | -29% | 7.8k | 28.91 |
|
| Monster Beverage Corp (MNST) | 0.0 | $226k | -2% | 3.4k | 67.31 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $225k | NEW | 8.8k | 25.52 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $225k | +4% | 3.6k | 61.54 |
|
| Fortinet (FTNT) | 0.0 | $225k | -33% | 2.7k | 84.08 |
|
| Public Storage (PSA) | 0.0 | $224k | -4% | 774.00 | 288.99 |
|
| Everest Re Group (EG) | 0.0 | $222k | -8% | 633.00 | 350.23 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $222k | NEW | 25k | 8.99 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $221k | -11% | 7.2k | 30.55 |
|
| Grupo Aeropuerto Del Pacific Spon Ads B (PAC) | 0.0 | $221k | NEW | 932.00 | 237.19 |
|
| Doordash Cl A (DASH) | 0.0 | $221k | NEW | 812.00 | 271.91 |
|
| Packaging Corporation of America (PKG) | 0.0 | $219k | NEW | 1.0k | 217.94 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $219k | -47% | 4.6k | 47.76 |
|
| Paypal Holdings (PYPL) | 0.0 | $219k | -3% | 3.3k | 67.06 |
|
| FedEx Corporation (FDX) | 0.0 | $217k | NEW | 922.00 | 235.69 |
|
| Republic Services (RSG) | 0.0 | $216k | 943.00 | 229.43 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $214k | -32% | 2.2k | 96.55 |
|
| Kinder Morgan (KMI) | 0.0 | $214k | -3% | 7.6k | 28.31 |
|
| Fabrinet SHS (FN) | 0.0 | $213k | -14% | 585.00 | 364.62 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $212k | +61% | 6.2k | 34.16 |
|
| Rollins (ROL) | 0.0 | $211k | NEW | 3.6k | 58.74 |
|
| Banco Santander Adr (SAN) | 0.0 | $211k | +27% | 20k | 10.48 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $210k | 880.00 | 238.17 |
|
|
| Morningstar (MORN) | 0.0 | $209k | NEW | 900.00 | 231.88 |
|
| Veon Sponsored Ads (VEON) | 0.0 | $208k | NEW | 3.8k | 54.43 |
|
| Group 1 Automotive (GPI) | 0.0 | $208k | NEW | 476.00 | 437.11 |
|
| Oshkosh Corporation (OSK) | 0.0 | $208k | NEW | 1.6k | 129.68 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $208k | 26k | 7.99 |
|
|
| Liberty Energy Com Cl A (LBRT) | 0.0 | $207k | +24% | 17k | 12.34 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $206k | NEW | 1.6k | 131.76 |
|
| Godaddy Cl A (GDDY) | 0.0 | $206k | +14% | 1.5k | 136.83 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $205k | +3% | 8.3k | 24.80 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $205k | +3% | 616.00 | 332.49 |
|
| Darden Restaurants (DRI) | 0.0 | $205k | -7% | 1.1k | 190.44 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $204k | NEW | 3.7k | 54.71 |
|
| KBR (KBR) | 0.0 | $204k | NEW | 4.3k | 47.29 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $204k | -12% | 7.5k | 27.26 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $203k | NEW | 586.00 | 346.38 |
|
| Kingsoft Cloud Hldgs Ads (KC) | 0.0 | $182k | +11% | 12k | 14.92 |
|
| Viatris (VTRS) | 0.0 | $162k | +25% | 16k | 9.90 |
|
| Ford Motor Company (F) | 0.0 | $161k | 13k | 11.96 |
|
|
| UMH Properties (UMH) | 0.0 | $157k | -32% | 11k | 14.85 |
|
| Haleon Spon Ads (HLN) | 0.0 | $124k | -21% | 14k | 8.97 |
|
| Lloyds Banking Group Cponsored Adr (LYG) | 0.0 | $99k | 22k | 4.54 |
|
Past Filings by Personal Cfo Solutions
SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019
- Personal Cfo Solutions 2025 Q3 filed Nov. 10, 2025
- Personal Cfo Solutions 2025 Q2 filed Aug. 12, 2025
- Personal Cfo Solutions 2025 Q1 filed April 30, 2025
- Personal Cfo Solutions 2024 Q4 filed Feb. 7, 2025
- Personal Cfo Solutions 2024 Q3 filed Nov. 14, 2024
- Personal Cfo Solutions 2024 Q2 filed Aug. 9, 2024
- Personal Cfo Solutions 2024 Q1 filed May 13, 2024
- Personal Cfo Solutions 2023 Q3 filed Nov. 13, 2023
- Personal Cfo Solutions 2023 Q2 filed Aug. 10, 2023
- Personal Cfo Solutions 2023 Q1 filed May 9, 2023
- Personal Cfo Solutions 2022 Q4 filed Feb. 14, 2023
- Personal Cfo Solutions 2022 Q3 filed Nov. 1, 2022
- Personal Cfo Solutions 2022 Q2 filed Aug. 5, 2022
- Personal Cfo Solutions 2022 Q1 filed May 2, 2022
- Personal Cfo Solutions 2021 Q4 filed Feb. 11, 2022
- Personal Cfo Solutions 2021 Q3 filed Nov. 18, 2021