Cfo4life Group, LLC Top Holdings and 13F Report (2025)

About Cfo4life Group, LLC

Investment Activity

Cfo4life 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: $72,780,333
United Parcel Service: $34,716,774
iShares U.S. Equity Factor Rotation Active ETF: $31,881,832
iShares MSCI USA Quality Factor ETF: $29,956,869
Apple: $28,403,015

Largest New Holdings this Quarter

922020748 - VANGUARD MALVERN FDS: $11,118,793 Holding
92647X830 - VictoryShares Free Cash Flow ETF: $11,089,374 Holding
45409F827 - NYLI MacKay Shields Municipal Intermediate ETF: $7,763,979 Holding
084670108 - Berkshire Hathaway: $3,193,766 Holding
45783Y855 - 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 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	$72,780,333	$28,020,385 ▲	62.6%	141,621	12.3%	ETF
UPS United Parcel Service	$34,716,774	$71,713 ▼	-0.2%	315,636	5.8%	Transportation
DYNF iShares U.S. Equity Factor Rotation Active ETF	$31,881,832	$30,931,353 ▲	3,254.3%	653,852	5.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$29,956,869	$449,270 ▼	-1.5%	175,299	5.0%	ETF
AAPL Apple	$28,403,015	$1,999 ▲	0.0%	127,867	4.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$25,229,934	$24,531,836 ▲	3,514.1%	333,509	4.2%	ETF
JMUB JPMorgan Municipal ETF	$15,677,073	$3,386,105 ▲	27.5%	313,541	2.6%	ETF
MSFT Microsoft	$15,320,914	$39,041 ▲	0.3%	40,813	2.6%	Computer and Technology
WMT Walmart	$15,082,690	$523,141 ▼	-3.4%	171,804	2.5%	Retail/Wholesale
MTUM iShares MSCI USA Momentum Factor ETF	$13,410,165	$11,572,594 ▼	-46.3%	66,344	2.3%	ETF
AMZN Amazon.com	$11,316,467	$266,744 ▲	2.4%	59,479	1.9%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$11,209,499	$21,831,884 ▼	-66.1%	196,176	1.9%	ETF
VANGUARD MALVERN FDS	$11,118,793	$11,118,793 ▲	New Holding	143,598	1.9%	CORE BD ETF
VFLO VictoryShares Free Cash Flow ETF	$11,089,374	$11,089,374 ▲	New Holding	323,494	1.9%	ETF
V Visa	$9,983,763	$104,786 ▼	-1.0%	28,488	1.7%	Business Services
IJR iShares Core S&P Small-Cap ETF	$9,913,662	$71,003 ▲	0.7%	94,804	1.7%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$8,942,691	$10,142,941 ▼	-53.1%	75,699	1.5%	ETF
HD Home Depot	$8,357,387	$100,051 ▼	-1.2%	22,804	1.4%	Retail/Wholesale
VLUE iShares MSCI USA Value Factor ETF	$8,072,469	$20,454,891 ▼	-71.7%	75,691	1.4%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$7,763,979	$7,763,979 ▲	New Holding	323,904	1.3%	ETF
DAR Darling Ingredients	$7,606,284	$201,467 ▲	2.7%	243,479	1.3%	Consumer Staples
MA Mastercard	$7,303,743	$44,398 ▲	0.6%	13,325	1.2%	Business Services
VTI Vanguard Total Stock Market ETF	$7,250,000	$7,970 ▲	0.1%	26,379	1.2%	ETF
WM Waste Management	$6,333,074	$91,676 ▼	-1.4%	27,356	1.1%	Business Services
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$6,239,875	$121,968 ▲	2.0%	56,685	1.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$5,743,026	$53,265 ▲	0.9%	82,267	1.0%	Manufacturing
JMST JPMorgan Ultra-Short Municipal ETF	$5,546,462	$6,769,455 ▼	-55.0%	109,075	0.9%	ETF
FBND Fidelity Total Bond ETF	$5,281,027	$312,155 ▲	6.3%	115,685	0.9%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$5,001,831	$7,772 ▲	0.2%	140,304	0.8%	ETF
NVDA NVIDIA	$4,468,822	$628,711 ▲	16.4%	41,233	0.8%	Computer and Technology
META Meta Platforms	$4,358,489	$136,599 ▲	3.2%	7,562	0.7%	Computer and Technology
GOOGL Alphabet	$4,257,646	$74,845 ▲	1.8%	27,533	0.7%	Computer and Technology
GOOG Alphabet	$4,250,788	$146,073 ▼	-3.3%	27,209	0.7%	Computer and Technology
VANGUARD MALVERN FDS	$4,148,140	$237,876 ▲	6.1%	53,483	0.7%	CORE-PLUS BD ETF
HTRB Hartford Total Return Bond ETF	$4,139,448	$403,915 ▲	10.8%	122,252	0.7%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$4,052,307	$928,970 ▼	-18.6%	92,434	0.7%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$3,353,031	$8,735 ▼	-0.3%	74,084	0.6%	ETF
XOM Exxon Mobil	$3,299,026	$213,362 ▲	6.9%	27,739	0.6%	Energy
BRK.A Berkshire Hathaway	$3,193,766	$3,193,766 ▲	New Holding	4	0.5%	Finance
PG Procter & Gamble	$3,122,158	$57,774 ▼	-1.8%	18,320	0.5%	Consumer Staples
BLACKROCK INC	$2,886,294	$146,681 ▼	-4.8%	3,050	0.5%	COM
BRK.B Berkshire Hathaway	$2,859,422	$390,381 ▲	15.8%	5,369	0.5%	Finance
CSX CSX	$2,785,256		0.0%	94,640	0.5%	Transportation
JPM JPMorgan Chase & Co.	$2,449,207	$72,115 ▼	-2.9%	9,985	0.4%	Finance
JPST JPMorgan Ultra-Short Income ETF	$2,370,645	$230,012 ▼	-8.8%	46,823	0.4%	ETF
APPLOVIN CORP	$2,341,805	$129,835 ▼	-5.3%	8,838	0.4%	COM CL A
TMUS T-Mobile US	$2,311,022	$124,552 ▼	-5.1%	8,665	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,111,262	$46,432 ▲	2.2%	3,774	0.4%	Finance
PB Prosperity Bancshares	$2,072,688	$571 ▼	0.0%	29,041	0.3%	Finance
PEP PepsiCo	$2,016,747	$125,053 ▼	-5.8%	13,450	0.3%	Consumer Staples
BXSL Blackstone Secured Lending Fund	$2,013,287	$16,827 ▼	-0.8%	62,215	0.3%	Finance
LII Lennox International	$1,921,809	$1,122 ▼	-0.1%	3,427	0.3%	Construction
CSCO Cisco Systems	$1,748,721	$18,698 ▲	1.1%	28,338	0.3%	Computer and Technology
AVGO Broadcom	$1,732,197	$29,300 ▲	1.7%	10,346	0.3%	Computer and Technology
BKNG Booking	$1,661,310	$69,030 ▼	-4.0%	361	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$1,533,175	$674,068 ▲	78.5%	1,856	0.3%	Medical
JNJ Johnson & Johnson	$1,518,097	$170,815 ▼	-10.1%	9,154	0.3%	Medical
QQQ Invesco QQQ	$1,501,251	$27,662 ▼	-1.8%	3,202	0.3%	Finance
IUSV iShares Core S&P U.S. Value ETF	$1,423,389		0.0%	15,423	0.2%	Manufacturing
TXN Texas Instruments	$1,373,466	$54,090 ▲	4.1%	7,643	0.2%	Computer and Technology
UNH UnitedHealth Group	$1,326,784	$2,619 ▲	0.2%	2,533	0.2%	Medical
COP ConocoPhillips	$1,250,087	$35,498 ▼	-2.8%	11,903	0.2%	Energy
IUSB iShares Core Total USD Bond Market ETF	$1,244,912	$546,054 ▼	-30.5%	27,016	0.2%	Manufacturing
TFLO iShares Treasury Floating Rate Bond ETF	$1,194,447	$46,708 ▲	4.1%	23,578	0.2%	ETF
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,186,786	$13,454 ▲	1.1%	29,109	0.2%	ETF
KO Coca-Cola	$1,158,252	$26,142 ▼	-2.2%	16,172	0.2%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$1,142,879	$30,909 ▼	-2.6%	12,202	0.2%	ETF
BALT Innovator Defined Wealth Shield ETF	$1,088,635	$1,088,635 ▲	New Holding	34,692	0.2%	ETF
TSLA Tesla	$1,083,807	$2,592 ▼	-0.2%	4,182	0.2%	Auto/Tires/Trucks
MPLX Mplx	$1,027,584		0.0%	19,200	0.2%	Energy
PGR Progressive	$1,024,238	$20,943 ▲	2.1%	3,619	0.2%	Finance
COST Costco Wholesale	$1,020,861	$20,815 ▲	2.1%	1,079	0.2%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$1,004,679	$107,508 ▼	-9.7%	19,765	0.2%	ETF
EPD Enterprise Products Partners	$991,959	$92,109 ▼	-8.5%	29,056	0.2%	Energy
T AT&T	$979,562	$104,381 ▲	11.9%	34,638	0.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$976,361	$24,718 ▲	2.6%	1,738	0.2%	ETF
PIMCO ETF TR	$931,450	$76,103 ▼	-7.6%	10,073	0.2%	ACTIVE BD ETF
VTEB Vanguard Tax-Exempt Bond ETF	$930,634	$69,221 ▼	-6.9%	18,755	0.2%	ETF
FI Fiserv	$874,487	$107,544 ▼	-11.0%	3,960	0.1%	Business Services
CB Chubb	$851,562	$50,429 ▼	-5.6%	2,820	0.1%	Finance
AXP American Express	$847,167	$70,216 ▼	-7.7%	3,149	0.1%	Finance
UNP Union Pacific	$843,974	$19,842 ▲	2.4%	3,573	0.1%	Transportation
ETB Eaton Vance Tax-Managed Buy-Write Income Fund	$809,635	$16,162 ▲	2.0%	59,314	0.1%	Financial Services
CVX Chevron	$784,319	$53,203 ▼	-6.4%	4,688	0.1%	Energy
HIG The Hartford Financial Services Group	$737,362	$170,884 ▼	-18.8%	5,959	0.1%	Finance
DIS Walt Disney	$728,881	$65,338 ▼	-8.2%	7,385	0.1%	Consumer Discretionary
MLN VanEck Long Muni ETF	$723,946		0.0%	41,630	0.1%	ETF
MMIN NYLI MacKay Municipal Insured ETF	$695,219	$5,813 ▲	0.8%	29,421	0.1%	ETF
ABBV AbbVie	$693,721	$23,885 ▲	3.6%	3,311	0.1%	Medical
BAC Bank of America	$687,023	$586,290 ▼	-46.0%	16,464	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$671,738	$67,535 ▼	-9.1%	1,860	0.1%	ETF
PM Philip Morris International	$671,007	$82,705 ▼	-11.0%	4,227	0.1%	Consumer Staples
NVS Novartis	$667,700	$70,237 ▼	-9.5%	5,989	0.1%	Medical
ENB Enbridge	$659,964	$76,480 ▼	-10.4%	14,894	0.1%	Energy
LMT Lockheed Martin	$658,892	$134,459 ▼	-16.9%	1,475	0.1%	Aerospace
WFC Wells Fargo & Company	$647,697	$10,912 ▼	-1.7%	9,022	0.1%	Finance
EXPE Expedia Group	$646,306	$646,306 ▲	New Holding	3,845	0.1%	Retail/Wholesale
PFE Pfizer	$641,976	$85,930 ▼	-11.8%	25,334	0.1%	Medical
AMGN Amgen	$635,486	$34,266 ▼	-5.1%	2,040	0.1%	Medical
MUB iShares National Muni Bond ETF	$623,361	$47,975 ▼	-7.1%	5,912	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cfo4life Group, LLC Top Holdings and 13F Report (2025)

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 (2025)

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