Cfo4life Group, LLC Top Holdings and 13F Report (2024) About Cfo4life Group, LLCInvestment ActivityCfo4life 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 $46,215,501United Parcel Service $43,635,177JPMorgan Equity Premium Income ETF $32,985,298iShares MSCI USA Quality Factor ETF $31,159,846Apple $29,798,723 Largest New Holdings this Quarter REDDIT INC $2,255,716 HoldingInvesco QQQ $1,590,306 HoldingSchlumberger $705,977 HoldingUniversal Health Services $680,160 HoldingLeidos $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 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$46,215,501$86,538 ▼-0.2%87,5848.2%ETFUPSUnited Parcel Service$43,635,177$159,245 ▼-0.4%320,0477.7%TransportationJEPIJPMorgan Equity Premium Income ETF$32,985,298$1,186,033 ▼-3.5%554,2825.8%ETFQUALiShares MSCI USA Quality Factor ETF$31,159,846$425,121 ▼-1.3%173,7865.5%ETFAAPLApple$29,798,723$889,125 ▼-2.9%127,8925.3%Computer and TechnologyVLUEiShares MSCI USA Value Factor ETF$28,493,055$104,679 ▼-0.4%261,3085.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$24,771,377$248,381 ▼-1.0%122,1714.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$19,354,049$322,456 ▲1.7%161,8163.4%ETFMSFTMicrosoft$17,344,948$30,551 ▲0.2%40,3093.1%Computer and TechnologyWMTWalmart$14,708,977$10,051,491 ▲215.8%182,1552.6%Retail/WholesaleJMUBJPMorgan Municipal ETF$11,805,065$543,872 ▼-4.4%230,2532.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$11,426,229$721,615 ▼-5.9%224,3082.0%ETFIJRiShares Core S&P Small-Cap ETF$11,174,197$87,018 ▲0.8%95,5392.0%ETFAMZNAmazon.com$10,805,829$596,815 ▲5.8%57,9931.9%Retail/WholesaleHDHome Depot$9,352,813$5,268 ▲0.1%23,0821.7%Retail/WholesaleDARDarling Ingredients$9,067,969$4,376,742 ▼-32.6%244,0251.6%Consumer StaplesFIXDFirst Trust TCW Opportunistic Fixed Income ETF$8,641,099$65,281 ▲0.8%191,0061.5%ManufacturingVVisa$7,907,419$129,779 ▼-1.6%28,7591.4%Business ServicesVTIVanguard Total Stock Market ETF$7,499,930$5,097 ▲0.1%26,4871.3%ETFIUSBiShares Core Total USD Bond Market ETF$7,056,512$343,223 ▲5.1%149,7561.2%ManufacturingGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,612,667$96,338 ▲1.5%58,5501.2%ETFMAMastercard$6,493,033$6,419 ▲0.1%13,1491.1%Business ServicesWMWaste Management$5,794,062$25,535 ▼-0.4%27,9101.0%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$5,426,635$128,047 ▲2.4%74,7161.0%ManufacturingGOOGAlphabet$4,678,933$9,028 ▼-0.2%27,9860.8%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$4,605,348$93,536 ▲2.1%127,3250.8%ETFGOOGLAlphabet$4,405,826$2,819 ▲0.1%26,5650.8%Computer and TechnologyMETAMeta Platforms$4,147,918$23,470 ▲0.6%7,2460.7%Computer and TechnologyNVDANVIDIA$4,143,270$355,575 ▲9.4%34,1180.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,519,208$8,948 ▼-0.3%73,5470.6%ETFCSXCSX$3,275,332$8,356 ▼-0.3%94,8550.6%TransportationPGProcter & Gamble$3,210,591$4,157 ▲0.1%18,5370.6%Consumer StaplesBLKBlackRock$3,041,575$55,077 ▼-1.8%3,2030.5%FinanceXOMExxon Mobil$2,951,163$40,793 ▲1.4%25,1760.5%Oils/EnergyBNDVanguard Total Bond Market ETF$2,717,901$34,100 ▲1.3%36,1860.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,686,447$268,721 ▼-9.1%52,9450.5%ETFPEPPepsiCo$2,449,929$17,855 ▼-0.7%14,4070.4%Consumer StaplesREDDIT INC$2,255,716$2,255,716 ▲New Holding34,2190.4%CL APBProsperity Bancshares$2,179,996$1,513 ▲0.1%30,2480.4%FinanceJPMJPMorgan Chase & Co.$2,121,778$24,883 ▲1.2%10,0620.4%FinanceSPYSPDR S&P 500 ETF Trust$2,121,268$574 ▲0.0%3,6970.4%FinanceBRK.BBerkshire Hathaway$2,083,597$12,427 ▼-0.6%4,5270.4%FinanceLIILennox International$2,067,764$1,813 ▲0.1%3,4220.4%ConstructionBXSLBlackstone Secured Lending Fund$1,974,684$542,014 ▼-21.5%67,4180.3%FinanceAVGOBroadcom$1,896,747$1,690,099 ▲817.9%10,9960.3%Computer and TechnologyJNJJohnson & Johnson$1,641,873$30,306 ▲1.9%10,1310.3%MedicalBKNGBooking$1,617,444$8,424 ▼-0.5%3840.3%Retail/WholesaleQQQInvesco QQQ$1,590,306$1,590,306 ▲New Holding3,2580.3%FinanceUNHUnitedHealth Group$1,502,951$46,766 ▲3.2%2,5710.3%MedicalCSCOCisco Systems$1,476,843$10,484 ▲0.7%27,7500.3%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$1,472,7420.0%15,4230.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,466,311$15,948 ▲1.1%27,7660.3%ETFTXNTexas Instruments$1,375,187$42,968 ▲3.2%6,6570.2%Computer and TechnologyAPPLOVIN CORP$1,317,641$39,034 ▼-2.9%10,0930.2%COM CL ACOPConocoPhillips$1,281,705$1,369 ▲0.1%12,1740.2%Oils/EnergyFBNDFidelity Total Bond ETF$1,230,290$10,376 ▲0.9%26,3220.2%ETFBACBank of America$1,229,780$621,398 ▲102.1%30,9920.2%FinancePIMCO ETF TR$1,219,807$8,704 ▼-0.7%12,8930.2%ACTIVE BD ETFTMUST-Mobile US$1,213,069$1,032 ▲0.1%5,8780.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,184,786$25,385 ▼-2.1%12,9750.2%ETFKOCoca-Cola$1,160,185$8,695 ▲0.8%16,1450.2%Consumer StaplesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,141,707$141,941 ▲14.2%27,7180.2%ETFAMATApplied Materials$1,103,581$23,033 ▼-2.0%5,4620.2%Computer and TechnologyTSLATesla$1,077,296$16,481 ▼-1.5%4,1180.2%Auto/Tires/TrucksTFLOiShares Treasury Floating Rate Bond ETF$1,064,939$136,874 ▲14.7%21,0460.2%ETFLMTLockheed Martin$1,014,051$16,365 ▲1.6%1,7350.2%AerospaceDELLDell Technologies$1,005,225$47,061 ▼-4.5%8,4800.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$994,610$102 ▲0.0%19,4560.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$991,220$45,353 ▲4.8%17,2660.2%ETFIVViShares Core S&P 500 ETF$984,825$429,238 ▲77.3%1,7070.2%ETFIWMiShares Russell 2000 ETF$952,9190.0%4,3140.2%FinancePHParker-Hannifin$942,499$149,713 ▼-13.7%1,4920.2%Industrial ProductsPGRProgressive$940,181$672,972 ▲251.9%3,7050.2%FinanceEPDEnterprise Products Partners$917,815$4,396 ▲0.5%31,5290.2%Oils/EnergyAXPAmerican Express$914,208$76,749 ▼-7.7%3,3710.2%FinanceCOSTCostco Wholesale$894,060$54,937 ▲6.5%1,0090.2%Retail/WholesaleLLYEli Lilly and Company$890,849$18,596 ▲2.1%1,0060.2%MedicalHIGThe Hartford Financial Services Group$869,410$47,987 ▼-5.2%7,3920.2%FinanceCBChubb$867,989$24,800 ▼-2.8%3,0100.2%FinanceNEENextEra Energy$856,262$14,201 ▲1.7%10,1300.2%UtilitiesUNPUnion Pacific$851,810$13,802 ▲1.6%3,4560.2%TransportationMPLXMplx$844,7400.0%19,0000.1%Oils/EnergyETBEaton Vance Tax-Managed Buy-Write Income Fund$823,148$16,176 ▲2.0%57,0440.1%Financial ServicesFIFiserv$816,509$102,939 ▼-11.2%4,5450.1%Business ServicesPFEPfizer$813,526$24,975 ▲3.2%28,1110.1%MedicalMMINNYLI MacKay Municipal Insured ETF$799,208$6,833 ▲0.9%32,5150.1%ETFNTAPNetApp$774,859$63,975 ▼-7.6%6,2740.1%Computer and TechnologyPFFDGlobal X U.S. Preferred ETF$770,8380.0%37,0950.1%ETFQCOMQUALCOMM$769,700$8,673 ▼-1.1%4,5260.1%Computer and TechnologyMUBiShares National Muni Bond ETF$768,449$126,228 ▲19.7%7,0740.1%ETFMLNVanEck Long Muni ETF$761,8290.0%41,6300.1%ETFIWFiShares Russell 1000 Growth ETF$753,870$212,871 ▲39.3%2,0080.1%ETFCIThe Cigna Group$747,598$8,314 ▼-1.1%2,1580.1%MedicalEMEEMCOR Group$720,707$20,665 ▲3.0%1,6740.1%ConstructionNVSNovartis$717,772$104,445 ▲17.0%6,2400.1%MedicalCVXChevron$713,680$498,957 ▼-41.1%4,8460.1%Oils/EnergySLBSchlumberger$705,977$705,977 ▲New Holding16,8290.1%Oils/EnergyAMGNAmgen$690,752$16,109 ▲2.4%2,1440.1%MedicalIEFAiShares Core MSCI EAFE ETF$686,739$124,017 ▲22.0%8,7990.1%ETFCARRCarrier Global$681,805$6,117 ▲0.9%8,4710.1%Computer and TechnologyShowing 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.
