Cfo4life Group, LLC Top Holdings and 13F Report (2025) About Cfo4life Group, LLCInvestment ActivityCfo4life Group, LLC has $594.11 million in total holdings as of March 31, 2025.Cfo4life Group, LLC owns shares of 221 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 22.32% of the portfolio was purchased this quarter.About 14.77% of the portfolio was sold this quarter.This quarter, Cfo4life Group, LLC has purchased 219 new stocks and bought additional shares in 81 stocks.Cfo4life Group, LLC sold shares of 97 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $72,780,333United Parcel Service $34,716,774iShares U.S. Equity Factor Rotation Active ETF $31,881,832iShares MSCI USA Quality Factor ETF $29,956,869Apple $28,403,015 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $11,118,793 Holding92647X830 - VictoryShares Free Cash Flow ETF $11,089,374 Holding45409F827 - NYLI MacKay Shields Municipal Intermediate ETF $7,763,979 Holding084670108 - Berkshire Hathaway $3,193,766 Holding45783Y855 - Innovator Defined Wealth Shield ETF $1,088,635 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 634,359 shares (about $30.93M)Vanguard S&P 500 ETF 54,524 shares (about $28.02M)iShares Core MSCI EAFE ETF 324,281 shares (about $24.53M)VANGUARD MALVERN FDS 143,598 shares (about $11.12M)VictoryShares Free Cash Flow ETF 323,494 shares (about $11.09M) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 382,077 shares (about $21.83M)iShares MSCI USA Value Factor ETF 191,794 shares (about $20.45M)iShares MSCI USA Momentum Factor ETF 57,253 shares (about $11.57M)iShares 3-7 Year Treasury Bond ETF 85,859 shares (about $10.14M)JPMorgan Ultra-Short Municipal ETF 133,126 shares (about $6.77M) 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$72,780,333$28,020,385 ▲62.6%141,62112.3%ETFUPSUnited Parcel Service$34,716,774$71,713 ▼-0.2%315,6365.8%TransportationDYNFiShares U.S. Equity Factor Rotation Active ETF$31,881,832$30,931,353 ▲3,254.3%653,8525.4%ETFQUALiShares MSCI USA Quality Factor ETF$29,956,869$449,270 ▼-1.5%175,2995.0%ETFAAPLApple$28,403,015$1,999 ▲0.0%127,8674.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$25,229,934$24,531,836 ▲3,514.1%333,5094.2%ETFJMUBJPMorgan Municipal ETF$15,677,073$3,386,105 ▲27.5%313,5412.6%ETFMSFTMicrosoft$15,320,914$39,041 ▲0.3%40,8132.6%Computer and TechnologyWMTWalmart$15,082,690$523,141 ▼-3.4%171,8042.5%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$13,410,165$11,572,594 ▼-46.3%66,3442.3%ETFAMZNAmazon.com$11,316,467$266,744 ▲2.4%59,4791.9%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$11,209,499$21,831,884 ▼-66.1%196,1761.9%ETFVANGUARD MALVERN FDS$11,118,793$11,118,793 ▲New Holding143,5981.9%CORE BD ETFVFLOVictoryShares Free Cash Flow ETF$11,089,374$11,089,374 ▲New Holding323,4941.9%ETFVVisa$9,983,763$104,786 ▼-1.0%28,4881.7%Business ServicesIJRiShares Core S&P Small-Cap ETF$9,913,662$71,003 ▲0.7%94,8041.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,942,691$10,142,941 ▼-53.1%75,6991.5%ETFHDHome Depot$8,357,387$100,051 ▼-1.2%22,8041.4%Retail/WholesaleVLUEiShares MSCI USA Value Factor ETF$8,072,469$20,454,891 ▼-71.7%75,6911.4%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$7,763,979$7,763,979 ▲New Holding323,9041.3%ETFDARDarling Ingredients$7,606,284$201,467 ▲2.7%243,4791.3%Consumer StaplesMAMastercard$7,303,743$44,398 ▲0.6%13,3251.2%Business ServicesVTIVanguard Total Stock Market ETF$7,250,000$7,970 ▲0.1%26,3791.2%ETFWMWaste Management$6,333,074$91,676 ▼-1.4%27,3561.1%Business ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,239,875$121,968 ▲2.0%56,6851.1%ETFIXUSiShares Core MSCI Total International Stock ETF$5,743,026$53,265 ▲0.9%82,2671.0%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$5,546,462$6,769,455 ▼-55.0%109,0750.9%ETFFBNDFidelity Total Bond ETF$5,281,027$312,155 ▲6.3%115,6850.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$5,001,831$7,772 ▲0.2%140,3040.8%ETFNVDANVIDIA$4,468,822$628,711 ▲16.4%41,2330.8%Computer and TechnologyMETAMeta Platforms$4,358,489$136,599 ▲3.2%7,5620.7%Computer and TechnologyGOOGLAlphabet$4,257,646$74,845 ▲1.8%27,5330.7%Computer and TechnologyGOOGAlphabet$4,250,788$146,073 ▼-3.3%27,2090.7%Computer and TechnologyVANGUARD MALVERN FDS$4,148,140$237,876 ▲6.1%53,4830.7%CORE-PLUS BD ETFHTRBHartford Total Return Bond ETF$4,139,448$403,915 ▲10.8%122,2520.7%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$4,052,307$928,970 ▼-18.6%92,4340.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,353,031$8,735 ▼-0.3%74,0840.6%ETFXOMExxon Mobil$3,299,026$213,362 ▲6.9%27,7390.6%EnergyBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▲New Holding40.5%FinancePGProcter & Gamble$3,122,158$57,774 ▼-1.8%18,3200.5%Consumer StaplesBLACKROCK INC$2,886,294$146,681 ▼-4.8%3,0500.5%COMBRK.BBerkshire Hathaway$2,859,422$390,381 ▲15.8%5,3690.5%FinanceCSXCSX$2,785,2560.0%94,6400.5%TransportationJPMJPMorgan Chase & Co.$2,449,207$72,115 ▼-2.9%9,9850.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$2,370,645$230,012 ▼-8.8%46,8230.4%ETFAPPLOVIN CORP$2,341,805$129,835 ▼-5.3%8,8380.4%COM CL ATMUST-Mobile US$2,311,022$124,552 ▼-5.1%8,6650.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,111,262$46,432 ▲2.2%3,7740.4%FinancePBProsperity Bancshares$2,072,688$571 ▼0.0%29,0410.3%FinancePEPPepsiCo$2,016,747$125,053 ▼-5.8%13,4500.3%Consumer StaplesBXSLBlackstone Secured Lending Fund$2,013,287$16,827 ▼-0.8%62,2150.3%FinanceLIILennox International$1,921,809$1,122 ▼-0.1%3,4270.3%ConstructionCSCOCisco Systems$1,748,721$18,698 ▲1.1%28,3380.3%Computer and TechnologyAVGOBroadcom$1,732,197$29,300 ▲1.7%10,3460.3%Computer and TechnologyBKNGBooking$1,661,310$69,030 ▼-4.0%3610.3%Retail/WholesaleLLYEli Lilly and Company$1,533,175$674,068 ▲78.5%1,8560.3%MedicalJNJJohnson & Johnson$1,518,097$170,815 ▼-10.1%9,1540.3%MedicalQQQInvesco QQQ$1,501,251$27,662 ▼-1.8%3,2020.3%FinanceIUSViShares Core S&P U.S. Value ETF$1,423,3890.0%15,4230.2%ManufacturingTXNTexas Instruments$1,373,466$54,090 ▲4.1%7,6430.2%Computer and TechnologyUNHUnitedHealth Group$1,326,784$2,619 ▲0.2%2,5330.2%MedicalCOPConocoPhillips$1,250,087$35,498 ▼-2.8%11,9030.2%EnergyIUSBiShares Core Total USD Bond Market ETF$1,244,912$546,054 ▼-30.5%27,0160.2%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$1,194,447$46,708 ▲4.1%23,5780.2%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,186,786$13,454 ▲1.1%29,1090.2%ETFKOCoca-Cola$1,158,252$26,142 ▼-2.2%16,1720.2%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$1,142,879$30,909 ▼-2.6%12,2020.2%ETFBALTInnovator Defined Wealth Shield ETF$1,088,635$1,088,635 ▲New Holding34,6920.2%ETFTSLATesla$1,083,807$2,592 ▼-0.2%4,1820.2%Auto/Tires/TrucksMPLXMplx$1,027,5840.0%19,2000.2%EnergyPGRProgressive$1,024,238$20,943 ▲2.1%3,6190.2%FinanceCOSTCostco Wholesale$1,020,861$20,815 ▲2.1%1,0790.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,004,679$107,508 ▼-9.7%19,7650.2%ETFEPDEnterprise Products Partners$991,959$92,109 ▼-8.5%29,0560.2%EnergyTAT&T$979,562$104,381 ▲11.9%34,6380.2%Computer and TechnologyIVViShares Core S&P 500 ETF$976,361$24,718 ▲2.6%1,7380.2%ETFPIMCO ETF TR$931,450$76,103 ▼-7.6%10,0730.2%ACTIVE BD ETFVTEBVanguard Tax-Exempt Bond ETF$930,634$69,221 ▼-6.9%18,7550.2%ETFFIFiserv$874,487$107,544 ▼-11.0%3,9600.1%Business ServicesCBChubb$851,562$50,429 ▼-5.6%2,8200.1%FinanceAXPAmerican Express$847,167$70,216 ▼-7.7%3,1490.1%FinanceUNPUnion Pacific$843,974$19,842 ▲2.4%3,5730.1%TransportationETBEaton Vance Tax-Managed Buy-Write Income Fund$809,635$16,162 ▲2.0%59,3140.1%Financial ServicesCVXChevron$784,319$53,203 ▼-6.4%4,6880.1%EnergyHIGThe Hartford Financial Services Group$737,362$170,884 ▼-18.8%5,9590.1%FinanceDISWalt Disney$728,881$65,338 ▼-8.2%7,3850.1%Consumer DiscretionaryMLNVanEck Long Muni ETF$723,9460.0%41,6300.1%ETFMMINNYLI MacKay Municipal Insured ETF$695,219$5,813 ▲0.8%29,4210.1%ETFABBVAbbVie$693,721$23,885 ▲3.6%3,3110.1%MedicalBACBank of America$687,023$586,290 ▼-46.0%16,4640.1%FinanceIWFiShares Russell 1000 Growth ETF$671,738$67,535 ▼-9.1%1,8600.1%ETFPMPhilip Morris International$671,007$82,705 ▼-11.0%4,2270.1%Consumer StaplesNVSNovartis$667,700$70,237 ▼-9.5%5,9890.1%MedicalENBEnbridge$659,964$76,480 ▼-10.4%14,8940.1%EnergyLMTLockheed Martin$658,892$134,459 ▼-16.9%1,4750.1%AerospaceWFCWells Fargo & Company$647,697$10,912 ▼-1.7%9,0220.1%FinanceEXPEExpedia Group$646,306$646,306 ▲New Holding3,8450.1%Retail/WholesalePFEPfizer$641,976$85,930 ▼-11.8%25,3340.1%MedicalAMGNAmgen$635,486$34,266 ▼-5.1%2,0400.1%MedicalMUBiShares National Muni Bond ETF$623,361$47,975 ▼-7.1%5,9120.1%ETFShowing 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. 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