Cfo4life Group, LLC Top Holdings and 13F Report (2025) About Cfo4life Group, LLCInvestment ActivityCfo4life Group, LLC has $569.22 million in total holdings as of December 31, 2024.Cfo4life Group, LLC owns shares of 219 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Cfo4life Group, LLC has purchased 220 new stocks and bought additional shares in 111 stocks.Cfo4life Group, LLC sold shares of 71 stocks and completely divested from 19 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $46,928,796United Parcel Service $39,883,865JPMorgan Equity Premium Income ETF $33,266,917Apple $32,018,213iShares MSCI USA Quality Factor ETF $31,685,497 Largest New Holdings this Quarter VANGUARD MALVERN FDS $3,831,138 HoldingHartford Total Return Bond ETF $3,677,070 HoldingBLACKROCK INC $3,285,786 HoldingDocuSign $777,801 HoldingNorthern Trust $649,479 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 50,416 shares (about $3.83M)Fidelity Total Bond ETF 82,525 shares (about $3.70M)Hartford Total Return Bond ETF 110,323 shares (about $3.68M)BLACKROCK INC 3,205 shares (about $3.29M)JPMorgan Equity Premium Income ETF 23,971 shares (about $1.38M) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 110,890 shares (about $5.01M)REDDIT INC 28,907 shares (about $4.72M)First Trust TCW Opportunistic Fixed Income ETF 77,382 shares (about $3.33M)Vanguard Total Bond Market ETF 27,515 shares (about $1.98M)iShares Core MSCI Emerging Markets ETF 9,735 shares (about $508.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfo4life Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$46,928,796$262,401 ▼-0.6%87,0978.2%ETFUPSUnited Parcel Service$39,883,865$474,009 ▼-1.2%316,2887.0%TransportationJEPIJPMorgan Equity Premium Income ETF$33,266,917$1,379,053 ▲4.3%578,2535.8%ETFAAPLApple$32,018,213$8,514 ▼0.0%127,8585.6%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$31,685,497$737,609 ▲2.4%177,9285.6%ETFVLUEiShares MSCI USA Value Factor ETF$28,249,057$652,352 ▲2.4%267,4855.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$25,574,742$295,069 ▲1.2%123,5974.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$18,668,013$29,812 ▼-0.2%161,5583.3%ETFMSFTMicrosoft$17,159,047$168,602 ▲1.0%40,7093.0%Computer and TechnologyWMTWalmart$16,060,843$396,816 ▼-2.4%177,7632.8%Retail/WholesaleAMZNAmazon.com$12,741,505$18,429 ▲0.1%58,0772.2%Retail/WholesaleJMUBJPMorgan Municipal ETF$12,327,844$780,636 ▲6.8%245,8192.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$12,281,988$907,352 ▲8.0%242,2012.2%ETFIJRiShares Core S&P Small-Cap ETF$10,845,076$162,921 ▼-1.5%94,1251.9%ETFVVisa$9,097,979$8,849 ▲0.1%28,7871.6%Business ServicesHDHome Depot$8,976,722$1,945 ▼0.0%23,0771.6%Retail/WholesaleDARDarling Ingredients$7,985,541$235,662 ▼-2.9%237,0301.4%Consumer StaplesVTIVanguard Total Stock Market ETF$7,636,616$39,705 ▼-0.5%26,3501.3%ETFMAMastercard$6,973,923$50,024 ▲0.7%13,2441.2%Business ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,401,311$342,428 ▼-5.1%55,5771.1%ETFWMWaste Management$5,600,103$31,883 ▼-0.6%27,7521.0%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$5,390,661$448,957 ▲9.1%81,5040.9%ManufacturingGOOGAlphabet$5,359,746$30,090 ▲0.6%28,1440.9%Computer and TechnologyGOOGLAlphabet$5,120,441$91,622 ▲1.8%27,0490.9%Computer and TechnologyFBNDFidelity Total Bond ETF$4,883,948$3,702,884 ▲313.5%108,8470.9%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$4,882,410$3,325,095 ▼-40.5%113,6240.9%ManufacturingNVDANVIDIA$4,758,150$176,457 ▲3.9%35,4320.8%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$4,670,453$425,450 ▲10.0%140,0860.8%ETFMETAMeta Platforms$4,289,129$46,258 ▲1.1%7,3250.8%Computer and TechnologyVANGUARD MALVERN FDS$3,831,138$3,831,138 ▲New Holding50,4160.7%CORE-PLUS BD ETFHTRBHartford Total Return Bond ETF$3,677,070$3,677,070 ▲New Holding110,3230.6%ETFBLACKROCK INC$3,285,786$3,285,786 ▲New Holding3,2050.6%COMVWOVanguard FTSE Emerging Markets ETF$3,271,169$32,149 ▲1.0%74,2770.6%ETFPGProcter & Gamble$3,128,157$20,453 ▲0.7%18,6590.5%Consumer StaplesCSXCSX$3,054,032$6,938 ▼-0.2%94,6400.5%TransportationAPPLOVIN CORP$3,020,686$247,730 ▼-7.6%9,3280.5%COM CL AXOMExxon Mobil$2,790,874$82,720 ▲3.1%25,9450.5%Oils/EnergyJPSTJPMorgan Ultra-Short Income ETF$2,587,297$79,534 ▼-3.0%51,3660.5%ETFJPMJPMorgan Chase & Co.$2,463,925$52,016 ▲2.2%10,2790.4%FinanceAVGOBroadcom$2,358,136$191,275 ▼-7.5%10,1710.4%Computer and TechnologyPBProsperity Bancshares$2,188,854$90,345 ▼-4.0%29,0490.4%FinancePEPPepsiCo$2,172,013$18,703 ▼-0.9%14,2840.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,163,307$3,517 ▼-0.2%3,6910.4%FinanceBRK.BBerkshire Hathaway$2,101,406$49,408 ▲2.4%4,6360.4%FinanceLIILennox International$2,089,480$4,265 ▲0.2%3,4290.4%ConstructionBXSLBlackstone Secured Lending Fund$2,026,966$151,308 ▼-6.9%62,7350.4%FinanceTMUST-Mobile US$2,015,682$718,247 ▲55.4%9,1320.4%Computer and TechnologyBKNGBooking$1,869,496$39,777 ▼-2.1%3760.3%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$1,756,742$5,012,225 ▼-74.0%38,8660.3%ManufacturingTSLATesla$1,692,897$29,884 ▲1.8%4,1920.3%Auto/Tires/TrucksQQQInvesco QQQ$1,666,870$1,533 ▲0.1%3,2610.3%FinanceCSCOCisco Systems$1,659,662$16,872 ▲1.0%28,0350.3%Computer and TechnologyJNJJohnson & Johnson$1,472,807$7,665 ▲0.5%10,1840.3%MedicalIUSViShares Core S&P U.S. Value ETF$1,428,0160.0%15,4230.3%ManufacturingTXNTexas Instruments$1,376,739$128,448 ▲10.3%7,3420.2%Computer and TechnologyBACBank of America$1,341,075$21,008 ▼-1.5%30,5140.2%FinanceUNHUnitedHealth Group$1,278,935$21,754 ▼-1.7%2,5280.2%MedicalCOPConocoPhillips$1,213,968$6,645 ▲0.6%12,2410.2%Oils/EnergyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,164,962$42,949 ▲3.8%28,7790.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,143,457$81,257 ▲7.6%22,6560.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,112,699$39,333 ▼-3.4%12,5320.2%ETFVEAVanguard FTSE Developed Markets ETF$1,046,303$281,469 ▼-21.2%21,8800.2%ETFKOCoca-Cola$1,029,578$24,406 ▲2.4%16,5370.2%Consumer StaplesAXPAmerican Express$1,012,102$11,575 ▲1.2%3,4100.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,010,130$34,791 ▲3.6%20,1500.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$999,016$446,182 ▲80.7%19,4930.2%ETFIVViShares Core S&P 500 ETF$997,507$7,655 ▼-0.8%1,6940.2%ETFEPDEnterprise Products Partners$995,821$7,056 ▲0.7%31,7540.2%Oils/EnergyPIMCO ETF TR$985,216$180,569 ▼-15.5%10,8960.2%ACTIVE BD ETFCOSTCostco Wholesale$968,804$43,995 ▲4.8%1,0570.2%Retail/WholesaleIWMiShares Russell 2000 ETF$953,2210.0%4,3140.2%FinancePHParker-Hannifin$940,902$8,270 ▼-0.9%1,4790.2%Industrial ProductsMPLXMplx$918,912$9,572 ▲1.1%19,2000.2%Oils/EnergyFIFiserv$913,503$20,131 ▼-2.2%4,4470.2%Business ServicesDISWalt Disney$895,981$500,934 ▲126.8%8,0470.2%Consumer DiscretionaryAMATApplied Materials$890,122$1,789 ▲0.2%5,4730.2%Computer and TechnologyETBEaton Vance Tax-Managed Buy-Write Income Fund$871,952$16,290 ▲1.9%58,1300.2%Financial ServicesREDDIT INC$868,193$4,724,559 ▼-84.5%5,3120.2%CL ALMTLockheed Martin$863,057$19,924 ▲2.4%1,7760.2%AerospacePGRProgressive$849,417$38,338 ▼-4.3%3,5450.1%FinanceCBChubb$825,188$6,354 ▼-0.8%2,9870.1%FinanceIWFiShares Russell 1000 Growth ETF$822,145$15,664 ▲1.9%2,0470.1%ETFLLYEli Lilly and Company$803,145$26,257 ▲3.4%1,0400.1%MedicalHIGThe Hartford Financial Services Group$803,025$5,689 ▼-0.7%7,3400.1%FinanceUNPUnion Pacific$795,597$7,525 ▲1.0%3,4890.1%TransportationDOCUDocuSign$777,801$777,801 ▲New Holding8,6480.1%Computer and TechnologyPFEPfizer$762,065$16,289 ▲2.2%28,7250.1%MedicalEMEEMCOR Group$757,111$2,723 ▼-0.4%1,6680.1%ConstructionMLNVanEck Long Muni ETF$744,3440.0%41,6300.1%ETFVUGVanguard Growth ETF$737,101$51,712 ▲7.5%1,7960.1%ETFCVXChevron$725,124$23,176 ▲3.3%5,0060.1%Oils/EnergyPFFDGlobal X U.S. Preferred ETF$723,7270.0%37,0950.1%ETFNTAPNetApp$705,219$23,101 ▼-3.2%6,0750.1%Computer and TechnologyENBEnbridge$705,1760.0%16,6200.1%Oils/EnergyTAT&T$704,661$14,732 ▲2.1%30,9470.1%Computer and TechnologyQCOMQUALCOMM$702,015$6,759 ▲1.0%4,5700.1%Computer and TechnologyMMINNYLI MacKay Municipal Insured ETF$695,526$79,625 ▼-10.3%29,1750.1%ETFNEENextEra Energy$694,193$32,046 ▼-4.4%9,6830.1%UtilitiesMUBiShares National Muni Bond ETF$678,404$75,331 ▼-10.0%6,3670.1%ETFNTRSNorthern Trust$649,479$649,479 ▲New Holding6,3360.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
