Cfo4life Group, LLC Top Holdings and 13F Report (2024)

About Cfo4life Group, LLC

Investment Activity

Cfo4life Group, LLC has $564.99 million in total holdings as of September 30, 2024.
Cfo4life Group, LLC owns shares of 220 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 5.13% of the portfolio was purchased this quarter.
About 3.21% of the portfolio was sold this quarter.
This quarter, Cfo4life Group, LLC has purchased 205 new stocks and bought additional shares in 110 stocks.
Cfo4life Group, LLC sold shares of 62 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $46,215,501
United Parcel Service: $43,635,177
JPMorgan Equity Premium Income ETF: $32,985,298
iShares MSCI USA Quality Factor ETF: $31,159,846
Apple: $29,798,723

Largest New Holdings this Quarter

REDDIT INC: $2,255,716 Holding
Invesco QQQ: $1,590,306 Holding
Schlumberger: $705,977 Holding
Universal Health Services: $680,160 Holding
Leidos: $650,859 Holding

Largest Purchases this Quarter

Walmart: 124,477 shares (about $10.05M)
REDDIT INC: 34,219 shares (about $2.26M)
Broadcom: 9,798 shares (about $1.69M)
Invesco QQQ: 3,258 shares (about $1.59M)
Schlumberger: 16,829 shares (about $705.98K)

Largest Sales this Quarter

Darling Ingredients: 117,781 shares (about $4.38M)
JPMorgan Equity Premium Income ETF: 19,930 shares (about $1.19M)
Apple: 3,816 shares (about $889.12K)
JPMorgan Ultra-Short Municipal ETF: 14,166 shares (about $721.61K)
JPMorgan Municipal ETF: 10,608 shares (about $543.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$46,215,501	$86,538 ▼	-0.2%	87,584	8.2%	ETF
UPS United Parcel Service	$43,635,177	$159,245 ▼	-0.4%	320,047	7.7%	Transportation
JEPI JPMorgan Equity Premium Income ETF	$32,985,298	$1,186,033 ▼	-3.5%	554,282	5.8%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$31,159,846	$425,121 ▼	-1.3%	173,786	5.5%	ETF
AAPL Apple	$29,798,723	$889,125 ▼	-2.9%	127,892	5.3%	Computer and Technology
VLUE iShares MSCI USA Value Factor ETF	$28,493,055	$104,679 ▼	-0.4%	261,308	5.0%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$24,771,377	$248,381 ▼	-1.0%	122,171	4.4%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$19,354,049	$322,456 ▲	1.7%	161,816	3.4%	ETF
MSFT Microsoft	$17,344,948	$30,551 ▲	0.2%	40,309	3.1%	Computer and Technology
WMT Walmart	$14,708,977	$10,051,491 ▲	215.8%	182,155	2.6%	Retail/Wholesale
JMUB JPMorgan Municipal ETF	$11,805,065	$543,872 ▼	-4.4%	230,253	2.1%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$11,426,229	$721,615 ▼	-5.9%	224,308	2.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,174,197	$87,018 ▲	0.8%	95,539	2.0%	ETF
AMZN Amazon.com	$10,805,829	$596,815 ▲	5.8%	57,993	1.9%	Retail/Wholesale
HD Home Depot	$9,352,813	$5,268 ▲	0.1%	23,082	1.7%	Retail/Wholesale
DAR Darling Ingredients	$9,067,969	$4,376,742 ▼	-32.6%	244,025	1.6%	Consumer Staples
FIXD First Trust TCW Opportunistic Fixed Income ETF	$8,641,099	$65,281 ▲	0.8%	191,006	1.5%	Manufacturing
V Visa	$7,907,419	$129,779 ▼	-1.6%	28,759	1.4%	Business Services
VTI Vanguard Total Stock Market ETF	$7,499,930	$5,097 ▲	0.1%	26,487	1.3%	ETF
IUSB iShares Core Total USD Bond Market ETF	$7,056,512	$343,223 ▲	5.1%	149,756	1.2%	Manufacturing
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$6,612,667	$96,338 ▲	1.5%	58,550	1.2%	ETF
MA Mastercard	$6,493,033	$6,419 ▲	0.1%	13,149	1.1%	Business Services
WM Waste Management	$5,794,062	$25,535 ▼	-0.4%	27,910	1.0%	Business Services
IXUS iShares Core MSCI Total International Stock ETF	$5,426,635	$128,047 ▲	2.4%	74,716	1.0%	Manufacturing
GOOG Alphabet	$4,678,933	$9,028 ▼	-0.2%	27,986	0.8%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$4,605,348	$93,536 ▲	2.1%	127,325	0.8%	ETF
GOOGL Alphabet	$4,405,826	$2,819 ▲	0.1%	26,565	0.8%	Computer and Technology
META Meta Platforms	$4,147,918	$23,470 ▲	0.6%	7,246	0.7%	Computer and Technology
NVDA NVIDIA	$4,143,270	$355,575 ▲	9.4%	34,118	0.7%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$3,519,208	$8,948 ▼	-0.3%	73,547	0.6%	ETF
CSX CSX	$3,275,332	$8,356 ▼	-0.3%	94,855	0.6%	Transportation
PG Procter & Gamble	$3,210,591	$4,157 ▲	0.1%	18,537	0.6%	Consumer Staples
BLK BlackRock	$3,041,575	$55,077 ▼	-1.8%	3,203	0.5%	Finance
XOM Exxon Mobil	$2,951,163	$40,793 ▲	1.4%	25,176	0.5%	Oils/Energy
BND Vanguard Total Bond Market ETF	$2,717,901	$34,100 ▲	1.3%	36,186	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,686,447	$268,721 ▼	-9.1%	52,945	0.5%	ETF
PEP PepsiCo	$2,449,929	$17,855 ▼	-0.7%	14,407	0.4%	Consumer Staples
REDDIT INC	$2,255,716	$2,255,716 ▲	New Holding	34,219	0.4%	CL A
PB Prosperity Bancshares	$2,179,996	$1,513 ▲	0.1%	30,248	0.4%	Finance
JPM JPMorgan Chase & Co.	$2,121,778	$24,883 ▲	1.2%	10,062	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$2,121,268	$574 ▲	0.0%	3,697	0.4%	Finance
BRK.B Berkshire Hathaway	$2,083,597	$12,427 ▼	-0.6%	4,527	0.4%	Finance
LII Lennox International	$2,067,764	$1,813 ▲	0.1%	3,422	0.4%	Construction
BXSL Blackstone Secured Lending Fund	$1,974,684	$542,014 ▼	-21.5%	67,418	0.3%	Finance
AVGO Broadcom	$1,896,747	$1,690,099 ▲	817.9%	10,996	0.3%	Computer and Technology
JNJ Johnson & Johnson	$1,641,873	$30,306 ▲	1.9%	10,131	0.3%	Medical
BKNG Booking	$1,617,444	$8,424 ▼	-0.5%	384	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$1,590,306	$1,590,306 ▲	New Holding	3,258	0.3%	Finance
UNH UnitedHealth Group	$1,502,951	$46,766 ▲	3.2%	2,571	0.3%	Medical
CSCO Cisco Systems	$1,476,843	$10,484 ▲	0.7%	27,750	0.3%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$1,472,742		0.0%	15,423	0.3%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$1,466,311	$15,948 ▲	1.1%	27,766	0.3%	ETF
TXN Texas Instruments	$1,375,187	$42,968 ▲	3.2%	6,657	0.2%	Computer and Technology
APPLOVIN CORP	$1,317,641	$39,034 ▼	-2.9%	10,093	0.2%	COM CL A
COP ConocoPhillips	$1,281,705	$1,369 ▲	0.1%	12,174	0.2%	Oils/Energy
FBND Fidelity Total Bond ETF	$1,230,290	$10,376 ▲	0.9%	26,322	0.2%	ETF
BAC Bank of America	$1,229,780	$621,398 ▲	102.1%	30,992	0.2%	Finance
PIMCO ETF TR	$1,219,807	$8,704 ▼	-0.7%	12,893	0.2%	ACTIVE BD ETF
TMUS T-Mobile US	$1,213,069	$1,032 ▲	0.1%	5,878	0.2%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$1,184,786	$25,385 ▼	-2.1%	12,975	0.2%	ETF
KO Coca-Cola	$1,160,185	$8,695 ▲	0.8%	16,145	0.2%	Consumer Staples
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,141,707	$141,941 ▲	14.2%	27,718	0.2%	ETF
AMAT Applied Materials	$1,103,581	$23,033 ▼	-2.0%	5,462	0.2%	Computer and Technology
TSLA Tesla	$1,077,296	$16,481 ▼	-1.5%	4,118	0.2%	Auto/Tires/Trucks
TFLO iShares Treasury Floating Rate Bond ETF	$1,064,939	$136,874 ▲	14.7%	21,046	0.2%	ETF
LMT Lockheed Martin	$1,014,051	$16,365 ▲	1.6%	1,735	0.2%	Aerospace
DELL Dell Technologies	$1,005,225	$47,061 ▼	-4.5%	8,480	0.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$994,610	$102 ▲	0.0%	19,456	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$991,220	$45,353 ▲	4.8%	17,266	0.2%	ETF
IVV iShares Core S&P 500 ETF	$984,825	$429,238 ▲	77.3%	1,707	0.2%	ETF
IWM iShares Russell 2000 ETF	$952,919		0.0%	4,314	0.2%	Finance
PH Parker-Hannifin	$942,499	$149,713 ▼	-13.7%	1,492	0.2%	Industrial Products
PGR Progressive	$940,181	$672,972 ▲	251.9%	3,705	0.2%	Finance
EPD Enterprise Products Partners	$917,815	$4,396 ▲	0.5%	31,529	0.2%	Oils/Energy
AXP American Express	$914,208	$76,749 ▼	-7.7%	3,371	0.2%	Finance
COST Costco Wholesale	$894,060	$54,937 ▲	6.5%	1,009	0.2%	Retail/Wholesale
LLY Eli Lilly and Company	$890,849	$18,596 ▲	2.1%	1,006	0.2%	Medical
HIG The Hartford Financial Services Group	$869,410	$47,987 ▼	-5.2%	7,392	0.2%	Finance
CB Chubb	$867,989	$24,800 ▼	-2.8%	3,010	0.2%	Finance
NEE NextEra Energy	$856,262	$14,201 ▲	1.7%	10,130	0.2%	Utilities
UNP Union Pacific	$851,810	$13,802 ▲	1.6%	3,456	0.2%	Transportation
MPLX Mplx	$844,740		0.0%	19,000	0.1%	Oils/Energy
ETB Eaton Vance Tax-Managed Buy-Write Income Fund	$823,148	$16,176 ▲	2.0%	57,044	0.1%	Financial Services
FI Fiserv	$816,509	$102,939 ▼	-11.2%	4,545	0.1%	Business Services
PFE Pfizer	$813,526	$24,975 ▲	3.2%	28,111	0.1%	Medical
MMIN NYLI MacKay Municipal Insured ETF	$799,208	$6,833 ▲	0.9%	32,515	0.1%	ETF
NTAP NetApp	$774,859	$63,975 ▼	-7.6%	6,274	0.1%	Computer and Technology
PFFD Global X U.S. Preferred ETF	$770,838		0.0%	37,095	0.1%	ETF
QCOM QUALCOMM	$769,700	$8,673 ▼	-1.1%	4,526	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$768,449	$126,228 ▲	19.7%	7,074	0.1%	ETF
MLN VanEck Long Muni ETF	$761,829		0.0%	41,630	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$753,870	$212,871 ▲	39.3%	2,008	0.1%	ETF
CI The Cigna Group	$747,598	$8,314 ▼	-1.1%	2,158	0.1%	Medical
EME EMCOR Group	$720,707	$20,665 ▲	3.0%	1,674	0.1%	Construction
NVS Novartis	$717,772	$104,445 ▲	17.0%	6,240	0.1%	Medical
CVX Chevron	$713,680	$498,957 ▼	-41.1%	4,846	0.1%	Oils/Energy
SLB Schlumberger	$705,977	$705,977 ▲	New Holding	16,829	0.1%	Oils/Energy
AMGN Amgen	$690,752	$16,109 ▲	2.4%	2,144	0.1%	Medical
IEFA iShares Core MSCI EAFE ETF	$686,739	$124,017 ▲	22.0%	8,799	0.1%	ETF
CARR Carrier Global	$681,805	$6,117 ▲	0.9%	8,471	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Cfo4life Group, LLC Top Holdings and 13F Report (2024)

About Cfo4life Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Cfo4life Group, LLC Top Holdings and 13F Report (2024)

About Cfo4life Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCfo4life Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools