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

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About Cfo4life Group, LLC

Investment Activity

Cfo4life Group, LLC has $551.02 million in total holdings as of March 31, 2024.
Cfo4life Group, LLC owns shares of 200 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 7.39% of the portfolio was purchased this quarter.
About 6.59% of the portfolio was sold this quarter.
This quarter, Cfo4life Group, LLC has purchased 183 new stocks and bought additional shares in 82 stocks.
Cfo4life Group, LLC sold shares of 72 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

United Parcel Service: $47,888,306
Vanguard S&P 500 ETF: $41,957,829
JPMorgan Equity Premium Income ETF: $32,894,413
iShares MSCI USA Quality Factor ETF: $29,215,566
iShares MSCI USA Value Factor ETF: $28,290,577

Largest New Holdings this Quarter

T-Mobile US: $931,871 Holding
QUALCOMM: $793,383 Holding
The Hartford Financial Services Group: $769,474 Holding
The Cigna Group: $734,558 Holding
APPLOVIN CORP: $696,215 Holding

Largest Purchases this Quarter

Vanguard FTSE Emerging Markets ETF: 291,267 shares (about $12.17M)
JPMorgan Municipal ETF: 49,084 shares (about $2.49M)
JPMorgan Ultra-Short Municipal ETF: 46,969 shares (about $2.38M)
Walmart: 37,355 shares (about $2.25M)
JPMorgan Equity Premium Income ETF: 35,683 shares (about $2.06M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 189,637 shares (about $9.79M)
Fidelity Total Bond ETF: 118,067 shares (about $5.35M)
PIMCO ETF TR: 49,056 shares (about $4.51M)
First Trust TCW Unconstrained Plus Bond ETF: 57,197 shares (about $1.41M)
IQ MacKay Municipal Insured ETF: 39,198 shares (about $952.52K)

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
UPS United Parcel Service	$47,888,306	$791,901 ▲	1.7%	322,198	8.7%	Transportation
VOO Vanguard S&P 500 ETF	$41,957,829	$943,613 ▲	2.3%	87,285	7.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$32,894,413	$2,064,620 ▲	6.7%	568,517	6.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$29,215,566	$856,922 ▲	3.0%	177,764	5.3%	ETF
VLUE iShares MSCI USA Value Factor ETF	$28,290,577	$1,381,061 ▲	5.1%	261,200	5.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$26,674,003	$12,166,230 ▲	83.9%	638,592	4.8%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$23,272,626	$308,191 ▲	1.3%	124,220	4.2%	ETF
AAPL Apple	$22,572,970	$571,029 ▼	-2.5%	131,636	4.1%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$18,599,005	$1,223,303 ▲	7.0%	160,599	3.4%	ETF
DAR Darling Ingredients	$16,931,314	$3,907 ▼	0.0%	364,036	3.1%	Consumer Staples
MSFT Microsoft	$16,669,440	$316,383 ▼	-1.9%	39,621	3.0%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$11,746,702	$2,383,204 ▲	25.5%	231,508	2.1%	ETF
JMUB JPMorgan Municipal ETF	$11,536,551	$2,490,522 ▲	27.5%	227,366	2.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,485,044	$589,404 ▲	6.0%	94,870	1.9%	ETF
AMZN Amazon.com	$10,095,509	$9,921 ▼	-0.1%	55,968	1.8%	Retail/Wholesale
HD Home Depot	$8,954,458	$16,111 ▼	-0.2%	23,343	1.6%	Retail/Wholesale
FIXD First Trust TCW Opportunistic Fixed Income ETF	$8,340,600	$807,124 ▼	-8.8%	191,298	1.5%	Manufacturing
V Visa	$8,149,966	$276,289 ▼	-3.3%	29,203	1.5%	Business Services
VTI Vanguard Total Stock Market ETF	$6,879,126	$4,158 ▲	0.1%	26,468	1.2%	ETF
MA Mastercard	$6,313,417	$61,641 ▼	-1.0%	13,110	1.1%	Business Services
IUSB iShares Core Total USD Bond Market ETF	$6,140,884	$177,254 ▲	3.0%	134,698	1.1%	Manufacturing
WM Waste Management	$6,075,976	$164,337 ▼	-2.6%	28,506	1.1%	Business Services
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$5,764,454	$140,738 ▲	2.5%	55,540	1.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$4,701,066	$158,317 ▲	3.5%	69,276	0.9%	Manufacturing
GOOG Alphabet	$4,229,694	$63,037 ▼	-1.5%	27,779	0.8%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$4,049,929	$161,266 ▲	4.1%	118,108	0.7%	ETF
GOOGL Alphabet	$3,976,553	$158,627 ▼	-3.8%	26,347	0.7%	Computer and Technology
CSX CSX	$3,520,316	$111,247 ▼	-3.1%	94,964	0.6%	Transportation
META Meta Platforms	$3,480,850	$41,762 ▼	-1.2%	7,168	0.6%	Computer and Technology
WMT Walmart	$3,445,622	$2,247,642 ▲	187.6%	57,265	0.6%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$3,325,953	$161,692 ▼	-4.6%	65,926	0.6%	ETF
BXSL Blackstone Secured Lending Fund	$3,061,290	$209,421 ▼	-6.4%	98,276	0.6%	Finance
PG Procter & Gamble	$2,955,820	$65,710 ▼	-2.2%	18,218	0.5%	Consumer Staples
NVDA NVIDIA	$2,799,884	$50,595 ▲	1.8%	3,099	0.5%	Computer and Technology
BLK BlackRock	$2,716,797	$20,841 ▼	-0.8%	3,259	0.5%	Finance
XOM Exxon Mobil	$2,660,718	$92,991 ▼	-3.4%	22,890	0.5%	Oils/Energy
PEP PepsiCo	$2,539,825	$63,356 ▼	-2.4%	14,512	0.5%	Consumer Staples
BND Vanguard Total Bond Market ETF	$2,453,133	$44,812 ▲	1.9%	33,776	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$2,047,795	$1,031,482 ▲	101.5%	3,915	0.4%	Finance
JPM JPMorgan Chase & Co.	$2,011,191	$184,675 ▲	10.1%	10,041	0.4%	Finance
PB Prosperity Bancshares	$1,985,199	$2,631 ▲	0.1%	30,179	0.4%	Finance
BRK.B Berkshire Hathaway	$1,860,380	$96,720 ▲	5.5%	4,424	0.3%	Finance
LII Lennox International	$1,669,800	$8,310 ▲	0.5%	3,416	0.3%	Construction
AVGO Broadcom	$1,624,150	$80,876 ▲	5.2%	1,225	0.3%	Computer and Technology
JNJ Johnson & Johnson	$1,605,578	$15,186 ▲	1.0%	10,150	0.3%	Medical
COP ConocoPhillips	$1,582,317	$75,985 ▲	5.0%	12,432	0.3%	Oils/Energy
QQQ Invesco QQQ	$1,495,209	$58,601 ▼	-3.8%	3,368	0.3%	Finance
CSCO Cisco Systems	$1,426,875	$61,788 ▼	-4.2%	28,589	0.3%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$1,394,856	$17,003 ▼	-1.2%	15,423	0.3%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$1,371,330	$729,212 ▲	113.6%	27,334	0.2%	ETF
BKNG Booking	$1,361,871	$43,580 ▼	-3.1%	375	0.2%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$1,271,816	$9,785,109 ▼	-88.5%	24,648	0.2%	ETF
PIMCO ETF TR	$1,265,739	$4,506,284 ▼	-78.1%	13,779	0.2%	ACTIVE BD ETF
CVX Chevron	$1,265,054	$6,152 ▲	0.5%	8,020	0.2%	Oils/Energy
FBND Fidelity Total Bond ETF	$1,243,306	$5,349,614 ▼	-81.1%	27,440	0.2%	ETF
PSX Phillips 66	$1,220,093	$182,279 ▼	-13.0%	7,470	0.2%	Oils/Energy
UNH UnitedHealth Group	$1,200,335	$687,249 ▼	-36.4%	2,426	0.2%	Medical
AMAT Applied Materials	$1,151,017	$222,119 ▼	-16.2%	5,581	0.2%	Computer and Technology
TXN Texas Instruments	$1,114,897	$76,823 ▲	7.4%	6,400	0.2%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$1,107,186	$50,315 ▼	-4.3%	13,247	0.2%	ETF
LRCX Lam Research	$1,057,514	$196,340 ▼	-15.7%	1,088	0.2%	Computer and Technology
CRM Salesforce	$1,033,047	$53,911 ▼	-5.0%	3,430	0.2%	Computer and Technology
DELL Dell Technologies	$1,014,629	$2,624 ▼	-0.3%	8,892	0.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$982,314	$111,878 ▼	-10.2%	19,413	0.2%	ETF
PH Parker-Hannifin	$959,128	$76,130 ▼	-7.4%	1,726	0.2%	Industrial Products
KO Coca-Cola	$948,367	$10,645 ▲	1.1%	15,501	0.2%	Consumer Staples
TMUS T-Mobile US	$931,871	$931,871 ▲	New Holding	5,709	0.2%	Computer and Technology
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$916,365	$13,997 ▲	1.6%	23,569	0.2%	ETF
EPD Enterprise Products Partners	$894,132	$3,647 ▲	0.4%	30,642	0.2%	Oils/Energy
IR Ingersoll Rand	$887,403	$72,922 ▼	-7.6%	9,346	0.2%	Industrial Products
GWW W.W. Grainger	$880,505	$95,574 ▼	-9.8%	866	0.2%	Industrial Products
IWM iShares Russell 2000 ETF	$876,741	$898,612 ▼	-50.6%	4,169	0.2%	Finance
UCON First Trust TCW Unconstrained Plus Bond ETF	$838,423	$1,407,056 ▼	-62.7%	34,082	0.2%	ETF
UNP Union Pacific	$827,678		0.0%	3,366	0.2%	Transportation
MCD McDonald's	$819,514	$292,059 ▲	55.4%	2,907	0.1%	Retail/Wholesale
FI Fiserv	$811,406	$56,257 ▼	-6.5%	5,077	0.1%	Business Services
CB Chubb	$795,812	$64,007 ▼	-7.4%	3,071	0.1%	Finance
QCOM QUALCOMM	$793,383	$793,383 ▲	New Holding	4,686	0.1%	Computer and Technology
MPLX Mplx	$789,640		0.0%	19,000	0.1%	Oils/Energy
MMIN IQ MacKay Municipal Insured ETF	$776,077	$952,521 ▼	-55.1%	31,937	0.1%	ETF
HIG The Hartford Financial Services Group	$769,474	$769,474 ▲	New Holding	7,467	0.1%	Finance
LMT Lockheed Martin	$761,419	$11,371 ▼	-1.5%	1,674	0.1%	Aerospace
HUBB Hubbell	$756,911	$6,225 ▼	-0.8%	1,824	0.1%	Industrial Products
PCAR PACCAR	$753,375	$50,919 ▼	-6.3%	6,081	0.1%	Auto/Tires/Trucks
MLN VanEck Long Muni ETF	$749,756	$105,358 ▼	-12.3%	41,630	0.1%	ETF
PFFD Global X U.S. Preferred ETF	$747,839		0.0%	37,095	0.1%	ETF
ETB Eaton Vance Tax-Managed Buy-Write Income Fund	$747,412	$9,214 ▼	-1.2%	54,755	0.1%	Financial Services
VRTX Vertex Pharmaceuticals	$741,550	$42,637 ▼	-5.4%	1,774	0.1%	Medical
CI The Cigna Group	$734,558	$734,558 ▲	New Holding	2,023	0.1%	Medical
TXT Textron	$729,073	$62,259 ▼	-7.9%	7,600	0.1%	Aerospace
LLY Eli Lilly and Company	$715,723	$38,898 ▼	-5.2%	920	0.1%	Medical
PFE Pfizer	$713,255	$27,334 ▲	4.0%	25,703	0.1%	Medical
COST Costco Wholesale	$706,259	$17,583 ▲	2.6%	964	0.1%	Retail/Wholesale
APPLOVIN CORP	$696,215	$696,215 ▲	New Holding	10,058	0.1%	COM CL A
HOMB Home Bancshares, Inc. (Conway, AR)	$696,093	$565 ▼	-0.1%	28,331	0.1%	Finance
TSLA Tesla	$690,152	$5,977 ▼	-0.9%	3,926	0.1%	Auto/Tires/Trucks
INTC Intel	$668,438	$37,059 ▼	-5.3%	15,133	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$636,131	$113,948 ▼	-15.2%	5,912	0.1%	ETF
ELV Elevance Health	$624,706	$8,813 ▼	-1.4%	1,205	0.1%	Medical
NVS Novartis	$619,692	$58,912 ▼	-8.7%	6,406	0.1%	Medical

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

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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