Cfo4life Group, LLC Top Holdings and 13F Report (2025) About Cfo4life Group, LLCInvestment ActivityCfo4life Group, LLC has $639.55 million in total holdings as of June 30, 2025.Cfo4life Group, LLC owns shares of 228 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 3.25% of the portfolio was sold this quarter.This quarter, Cfo4life Group, LLC has purchased 221 new stocks and bought additional shares in 100 stocks.Cfo4life Group, LLC sold shares of 80 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $82,294,225iShares U.S. Equity Factor Rotation Active ETF $39,117,932iShares MSCI USA Quality Factor ETF $32,314,084United Parcel Service $31,631,620iShares Core MSCI EAFE ETF $31,220,669 Largest New Holdings this Quarter 90353T100 - Uber Technologies $814,416 Holding125523100 - Cigna Group $745,065 Holding922475108 - Veeva Systems $684,816 Holding032095101 - Amphenol $681,474 Holding26884L109 - EQT $673,988 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 64,435 shares (about $3.51M)iShares Core MSCI EAFE ETF 40,481 shares (about $3.38M)NYLI MacKay Shields Municipal Intermediate ETF 87,136 shares (about $2.08M)Vanguard S&P 500 ETF 3,256 shares (about $1.85M)VANGUARD MALVERN FDS 13,707 shares (about $1.06M) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 36,612 shares (about $2.08M)iShares 3-7 Year Treasury Bond ETF 11,909 shares (about $1.42M)Booking 148 shares (about $856.21K)APPLOVIN CORP 2,400 shares (about $840.19K)Innovator Defined Wealth Shield ETF 23,836 shares (about $764.66K) 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$82,294,225$1,849,500 ▲2.3%144,87712.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$39,117,932$3,509,132 ▲9.9%718,2876.1%ETFQUALiShares MSCI USA Quality Factor ETF$32,314,084$266,002 ▲0.8%176,7545.1%ETFUPSUnited Parcel Service$31,631,620$228,629 ▼-0.7%313,3714.9%TransportationIEFAiShares Core MSCI EAFE ETF$31,220,669$3,379,352 ▲12.1%373,9904.9%ETFAAPLApple$25,653,455$581,042 ▼-2.2%125,0354.0%Computer and TechnologyMSFTMicrosoft$20,684,207$383,501 ▲1.9%41,5843.2%Computer and TechnologyWMTWalmart$17,074,072$275,055 ▲1.6%174,6172.7%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$15,403,783$539,999 ▼-3.4%64,0972.4%ETFJMUBJPMorgan Municipal ETF$15,334,781$229,386 ▼-1.5%308,9202.4%ETFAMZNAmazon.com$13,108,106$59,016 ▲0.5%59,7482.0%Retail/WholesaleVFLOVictoryShares Free Cash Flow ETF$12,386,198$950,702 ▲8.3%350,3881.9%ETFVANGUARD MALVERN FDS$12,203,741$1,063,391 ▲9.5%157,3051.9%CORE BD ETFIJRiShares Core S&P Small-Cap ETF$10,330,390$30,710 ▼-0.3%94,5231.6%ETFVVisa$9,919,384$195,277 ▼-1.9%27,9381.6%Business ServicesMMITNYLI MacKay Shields Municipal Intermediate ETF$9,803,310$2,078,195 ▲26.9%411,0401.5%ETFHDHome Depot$9,390,268$1,029,512 ▲12.3%25,6121.5%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$9,071,203$2,081,390 ▼-18.7%159,5641.4%ETFDARDarling Ingredients$8,509,752$727,841 ▼-7.9%224,2951.3%Consumer StaplesVTIVanguard Total Stock Market ETF$8,032,556$15,196 ▲0.2%26,4291.3%ETFVLUEiShares MSCI USA Value Factor ETF$7,857,035$711,981 ▼-8.3%69,4021.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,596,695$1,418,232 ▼-15.7%63,7901.2%ETFMAMastercard$7,464,310$23,602 ▼-0.3%13,2831.2%Business ServicesNVDANVIDIA$7,125,869$611,425 ▲9.4%45,1031.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,120,369$239,967 ▲3.5%58,6621.1%ETFIXUSiShares Core MSCI Total International Stock ETF$6,405,590$45,536 ▲0.7%82,8561.0%ManufacturingWMWaste Management$6,106,868$152,620 ▼-2.4%26,6891.0%Business ServicesMETAMeta Platforms$5,726,531$145,396 ▲2.6%7,7590.9%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$5,627,879$63,416 ▲1.1%141,9030.9%ETFFBNDFidelity Total Bond ETF$5,197,938$94,657 ▼-1.8%113,6160.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,154,607$399,465 ▼-7.2%101,2300.8%ETFGOOGAlphabet$4,898,370$71,842 ▲1.5%27,6140.8%Computer and TechnologyGOOGLAlphabet$4,850,808$1,410 ▼0.0%27,5250.8%Computer and TechnologyVANGUARD MALVERN FDS$4,079,077$81,845 ▼-2.0%52,4310.6%CORE-PLUS BD ETFHTRBHartford Total Return Bond ETF$4,068,857$71,804 ▼-1.7%120,1320.6%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$3,607,521$449,388 ▼-11.1%82,1950.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,501,951$162,228 ▼-4.4%70,8040.5%ETFCSXCSX$3,066,722$21,373 ▼-0.7%93,9850.5%TransportationXOMExxon Mobil$2,945,050$45,167 ▼-1.5%27,3200.5%EnergyBRK.ABerkshire Hathaway$2,915,2000.0%40.5%FinanceBLACKROCK INC$2,905,918$293,739 ▼-9.2%2,7700.5%COMAVGOBroadcom$2,904,819$52,925 ▲1.9%10,5380.5%Computer and TechnologyPGProcter & Gamble$2,810,009$108,653 ▼-3.7%17,6380.4%Consumer StaplesJPMJPMorgan Chase & Co.$2,780,921$113,939 ▼-3.9%9,5920.4%FinanceBRK.BBerkshire Hathaway$2,464,797$143,302 ▼-5.5%5,0740.4%FinanceSPYSPDR S&P 500 ETF Trust$2,330,751$1,236 ▼-0.1%3,7720.4%FinanceAPPLOVIN CORP$2,253,815$840,192 ▼-27.2%6,4380.4%COM CL ATMUST-Mobile US$2,051,819$12,627 ▼-0.6%8,6120.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,048,792$324,200 ▼-13.7%40,4260.3%ETFPBProsperity Bancshares$2,043,565$3,723 ▲0.2%29,0940.3%FinanceLIILennox International$1,966,925$2,293 ▲0.1%3,4310.3%ConstructionBXSLBlackstone Secured Lending Fund$1,934,271$21,156 ▲1.1%62,9030.3%FinanceCSCOCisco Systems$1,922,756$43,363 ▼-2.2%27,7130.3%Computer and TechnologyPEPPepsiCo$1,761,000$14,920 ▼-0.8%13,3370.3%Consumer StaplesQQQInvesco QQQ$1,738,472$28,138 ▼-1.6%3,1510.3%FinanceTXNTexas Instruments$1,674,521$87,619 ▲5.5%8,0650.3%Computer and TechnologyJNJJohnson & Johnson$1,630,690$232,476 ▲16.6%10,6760.3%MedicalIUSViShares Core S&P U.S. Value ETF$1,459,4780.0%15,4230.2%ManufacturingLLYEli Lilly and Company$1,425,254$21,831 ▼-1.5%1,8280.2%MedicalTSLATesla$1,378,962$50,508 ▲3.8%4,3410.2%Auto/Tires/TrucksDIVOAmplify CWP Enhanced Dividend Income ETF$1,319,968$81,397 ▲6.6%31,0220.2%ETFBKNGBooking$1,232,244$856,207 ▼-41.0%2130.2%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$1,225,139$30,897 ▲2.6%24,1880.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,146,016$657 ▲0.1%12,2090.2%ETFVEAVanguard FTSE Developed Markets ETF$1,131,002$4,219 ▲0.4%19,8390.2%ETFKOCocaCola$1,112,840$31,343 ▼-2.7%15,7290.2%Consumer StaplesCOSTCostco Wholesale$1,099,272$30,700 ▲2.9%1,1100.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,078,9580.0%1,7380.2%ETFPALANTIR TECHNOLOGIES INC$1,077,991$88,060 ▲8.9%7,9080.2%CL ACOPConocoPhillips$1,038,863$29,346 ▼-2.7%11,5760.2%EnergyAXPAmerican Express$1,035,840$31,263 ▲3.1%3,2470.2%FinanceDISWalt Disney$967,503$51,711 ▲5.6%7,8020.2%Consumer DiscretionaryMPLXMplx$963,427$25,549 ▼-2.6%18,7040.2%EnergyPGRProgressive$940,487$25,354 ▼-2.6%3,5240.1%FinancePIMCO ETF TR$928,5290.0%10,0730.1%ACTIVE BD ETFVTEBVanguard Tax-Exempt Bond ETF$921,244$1,667 ▲0.2%18,7890.1%ETFETBEaton Vance Tax-Managed Buy-Write Income Fund$874,638$18,137 ▲2.1%60,5700.1%Financial ServicesKLACKLA$872,451$603,729 ▲224.7%9740.1%Computer and TechnologyEPDEnterprise Products Partners$865,778$35,259 ▼-3.9%27,9190.1%EnergyUNPUnion Pacific$853,234$31,064 ▲3.8%3,7080.1%TransportationCBChubb$833,153$16,223 ▲2.0%2,8760.1%FinanceEMEEMCOR Group$829,740$29,423 ▼-3.4%1,5510.1%ConstructionTAT&T$817,370$185,040 ▼-18.5%28,2440.1%Computer and TechnologyUBERUber Technologies$814,416$814,416 ▲New Holding8,7290.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$790,240$425 ▲0.1%1,8610.1%ETFNTRSNorthern Trust$787,628$13,820 ▲1.8%6,2120.1%FinancePMPhilip Morris International$772,088$2,186 ▲0.3%4,2390.1%Consumer StaplesBACBank of America$759,049$20,016 ▼-2.6%16,0410.1%FinanceHIGThe Hartford Insurance Group$755,579$381 ▼-0.1%5,9560.1%FinanceORCLOracle$752,270$190,199 ▲33.8%3,4410.1%Computer and TechnologyCICigna Group$745,065$745,065 ▲New Holding2,2540.1%MedicalUNHUnitedHealth Group$741,939$48,360 ▼-6.1%2,3780.1%MedicalQCOMQUALCOMM$706,903$62,107 ▲9.6%4,4390.1%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$697,496$551,414 ▼-44.2%15,0880.1%ManufacturingCIIBlackRock Enhanced Capital and Income Fund$695,096$4,740 ▲0.7%32,5570.1%Financial ServicesMMINNYLI MacKay Municipal Insured ETF$692,231$6,434 ▲0.9%29,6970.1%ETFVUGVanguard Growth ETF$692,0930.0%1,5790.1%ETFVEEVVeeva Systems$684,816$684,816 ▲New Holding2,3780.1%MedicalAPHAmphenol$681,474$681,474 ▲New Holding6,9010.1%Computer and TechnologyRMDResMed$681,053$31,215 ▲4.8%2,6400.1%MedicalShowing 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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