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

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About Cfo4life Group, LLC

Investment Activity

Cfo4life Group, LLC has $523.73 million in total holdings as of December 31, 2023.
Cfo4life Group, LLC owns shares of 183 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 15.00% of the portfolio was purchased this quarter.
About 4.21% of the portfolio was sold this quarter.
This quarter, Cfo4life Group, LLC has purchased 171 new stocks and bought additional shares in 59 stocks.
Cfo4life Group, LLC sold shares of 80 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

United Parcel Service: $49,821,475
Vanguard S&P 500 ETF: $37,268,641
JPMorgan Equity Premium Income ETF: $29,295,222
Apple: $25,985,002
iShares MSCI USA Quality Factor ETF: $25,389,002

Largest New Holdings this Quarter

iShares 3-7 Year Treasury Bond ETF: $17,573,691 Holding
JPMorgan Ultra-Short Municipal ETF: $9,363,493 Holding
JPMorgan Municipal ETF: $9,085,236 Holding
Fidelity Total Bond ETF: $6,699,142 Holding
PIMCO ETF TR: $5,809,096 Holding

Largest Purchases this Quarter

iShares 3-7 Year Treasury Bond ETF: 150,036 shares (about $17.57M)
iShares Core MSCI Emerging Markets ETF: 209,739 shares (about $10.61M)
JPMorgan Ultra-Short Municipal ETF: 184,539 shares (about $9.36M)
JPMorgan Municipal ETF: 178,282 shares (about $9.09M)
Fidelity Total Bond ETF: 145,507 shares (about $6.70M)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF: 230,477 shares (about $9.47M)
JPMorgan Ultra-Short Income ETF: 13,943 shares (about $700.35K)
iShares Core U.S. Aggregate Bond ETF: 6,135 shares (about $608.93K)
Darling Ingredients: 11,999 shares (about $598.03K)
Cisco Systems: 10,420 shares (about $526.42K)

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	$49,821,475	$89,307 ▼	-0.2%	316,870	9.5%	Transportation
VOO Vanguard S&P 500 ETF	$37,268,641	$474,365 ▲	1.3%	85,322	7.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$29,295,222	$542,048 ▲	1.9%	532,834	5.6%	ETF
AAPL Apple	$25,985,002	$243,743 ▼	-0.9%	134,966	5.0%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$25,389,002	$426,853 ▲	1.7%	172,550	4.8%	ETF
VLUE iShares MSCI USA Value Factor ETF	$25,133,110	$948,578 ▲	3.9%	248,449	4.8%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$19,230,831	$48,636 ▲	0.3%	122,575	3.7%	ETF
DAR Darling Ingredients	$18,147,741	$598,030 ▼	-3.2%	364,120	3.5%	Consumer Staples
IEI iShares 3-7 Year Treasury Bond ETF	$17,573,691	$17,573,691 ▲	New Holding	150,036	3.4%	ETF
MSFT Microsoft	$15,181,824	$30,835 ▼	-0.2%	40,373	2.9%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$14,275,051	$9,472,600 ▼	-39.9%	347,325	2.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$10,838,515	$10,608,579 ▲	4,613.7%	214,285	2.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,692,333	$104,894 ▲	1.1%	89,537	1.9%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$9,363,493	$9,363,493 ▲	New Holding	184,539	1.8%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$9,358,597	$349,169 ▼	-3.6%	209,810	1.8%	Manufacturing
JMUB JPMorgan Municipal ETF	$9,085,236	$9,085,236 ▲	New Holding	178,282	1.7%	ETF
AMZN Amazon.com	$8,512,135	$23,855 ▲	0.3%	56,023	1.6%	Retail/Wholesale
HD Home Depot	$8,104,038	$124,411 ▼	-1.5%	23,385	1.5%	Retail/Wholesale
V Visa	$7,860,771	$115,596 ▼	-1.4%	30,193	1.5%	Business Services
FBND Fidelity Total Bond ETF	$6,699,142	$6,699,142 ▲	New Holding	145,507	1.3%	ETF
VTI Vanguard Total Stock Market ETF	$6,275,028	$33,923 ▼	-0.5%	26,452	1.2%	ETF
IUSB iShares Core Total USD Bond Market ETF	$6,026,424	$1,144,611 ▲	23.4%	130,810	1.2%	Manufacturing
PIMCO ETF TR	$5,809,096	$5,809,096 ▲	New Holding	62,835	1.1%	ACTIVE BD ETF
MA Mastercard	$5,646,051	$19,619 ▼	-0.3%	13,238	1.1%	Business Services
WM Waste Management	$5,243,450	$29,551 ▼	-0.6%	29,277	1.0%	Business Services
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$5,082,959	$29,550 ▲	0.6%	54,184	1.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$4,346,614	$274,784 ▲	6.7%	66,943	0.8%	Manufacturing
GOOG Alphabet	$3,973,299	$27,764 ▼	-0.7%	28,193	0.8%	Computer and Technology
GOOGL Alphabet	$3,827,227	$59,368 ▲	1.6%	27,398	0.7%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$3,703,800	$259,157 ▲	7.5%	113,405	0.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,472,432	$700,353 ▼	-16.8%	69,131	0.7%	ETF
CSX CSX	$3,396,449	$1,803 ▲	0.1%	97,965	0.6%	Transportation
WMT Walmart	$3,138,751	$76,143 ▼	-2.4%	19,910	0.6%	Retail/Wholesale
BXSL Blackstone Secured Lending Fund	$2,902,184	$14,511 ▼	-0.5%	104,999	0.6%	Finance
PG Procter & Gamble	$2,728,980	$69,019 ▼	-2.5%	18,623	0.5%	Consumer Staples
BLK BlackRock	$2,666,285	$47,090 ▼	-1.7%	3,284	0.5%	Finance
META Meta Platforms	$2,567,626	$658,012 ▲	34.5%	7,254	0.5%	Computer and Technology
PEP PepsiCo	$2,526,279	$89,848 ▼	-3.4%	14,874	0.5%	Consumer Staples
BND Vanguard Total Bond Market ETF	$2,438,830	$401,066 ▲	19.7%	33,159	0.5%	ETF
XOM Exxon Mobil	$2,368,512	$117,476 ▼	-4.7%	23,690	0.5%	Oils/Energy
UCON First Trust TCW Unconstrained Plus Bond ETF	$2,258,252	$744,083 ▲	49.1%	91,279	0.4%	ETF
PB Prosperity Bancshares	$2,041,338	$2,980 ▲	0.1%	30,139	0.4%	Finance
UNH UnitedHealth Group	$2,008,698	$15,269 ▼	-0.8%	3,815	0.4%	Medical
AYX Alteryx	$1,818,207	$171,804 ▲	10.4%	38,554	0.3%	Computer and Technology
MMIN IQ MacKay Municipal Insured ETF	$1,747,064	$12,526 ▼	-0.7%	71,135	0.3%	ETF
IWM iShares Russell 2000 ETF	$1,694,394	$1,694,394 ▲	New Holding	8,442	0.3%	Finance
JNJ Johnson & Johnson	$1,575,816	$225,542 ▼	-12.5%	10,054	0.3%	Medical
JPM JPMorgan Chase & Co.	$1,551,083	$6,974 ▲	0.5%	9,119	0.3%	Finance
LII Lennox International	$1,521,089	$70,259 ▼	-4.4%	3,399	0.3%	Construction
CSCO Cisco Systems	$1,506,853	$526,416 ▼	-25.9%	29,827	0.3%	Computer and Technology
NVDA NVIDIA	$1,506,801	$72,295 ▼	-4.6%	3,043	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$1,495,832	$5,707 ▲	0.4%	4,194	0.3%	Finance
QQQ Invesco QQQ	$1,433,518	$40,958 ▲	2.9%	3,500	0.3%	Finance
COP ConocoPhillips	$1,373,707	$4,179 ▲	0.3%	11,835	0.3%	Oils/Energy
BKNG Booking	$1,372,774	$3,547 ▼	-0.3%	387	0.3%	Retail/Wholesale
IUSV iShares Core S&P U.S. Value ETF	$1,316,476	$15,854 ▲	1.2%	15,611	0.3%	Manufacturing
AVGO Broadcom	$1,299,015	$27,900 ▲	2.2%	1,164	0.2%	Computer and Technology
CVX Chevron	$1,190,493	$81,445 ▼	-6.4%	7,981	0.2%	Oils/Energy
PSX Phillips 66	$1,143,124	$17,841 ▼	-1.5%	8,586	0.2%	Oils/Energy
EFV iShares MSCI EAFE Value ETF	$1,129,789	$1,129,789 ▲	New Holding	21,685	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,103,899	$1,103,899 ▲	New Holding	21,624	0.2%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,080,658	$282,162 ▼	-20.7%	13,849	0.2%	ETF
AMAT Applied Materials	$1,079,081	$51,377 ▼	-4.5%	6,658	0.2%	Computer and Technology
ADBE Adobe	$1,054,789	$63,240 ▼	-5.7%	1,768	0.2%	Computer and Technology
TXN Texas Instruments	$1,015,718	$13,466 ▼	-1.3%	5,959	0.2%	Computer and Technology
LRCX Lam Research	$1,010,181	$97,103 ▼	-8.8%	1,290	0.2%	Computer and Technology
TSLA Tesla	$983,981	$47,708 ▼	-4.6%	3,960	0.2%	Auto/Tires/Trucks
CRM Salesforce	$949,672	$43,155 ▲	4.8%	3,609	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$923,746	$475 ▼	-0.1%	1,943	0.2%	Finance
KO Coca-Cola	$903,236	$92,345 ▲	11.4%	15,327	0.2%	Consumer Staples
MLN VanEck Long Muni ETF	$866,510	$866,510 ▲	New Holding	47,480	0.2%	ETF
PH Parker-Hannifin	$858,134	$7,370 ▼	-0.9%	1,863	0.2%	Industrial Products
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$848,283	$40,314 ▼	-4.5%	23,209	0.2%	ETF
UNP Union Pacific	$826,634	$18,910 ▲	2.3%	3,366	0.2%	Transportation
EOG EOG Resources	$818,637	$49,955 ▼	-5.8%	6,768	0.2%	Oils/Energy
EPD Enterprise Products Partners	$804,118	$3,215 ▲	0.4%	30,517	0.2%	Oils/Energy
INTC Intel	$802,591	$1,357 ▼	-0.2%	15,972	0.2%	Computer and Technology
GWW W.W. Grainger	$795,472	$46,403 ▼	-5.5%	960	0.2%	Industrial Products
IR Ingersoll Rand	$782,217	$782,217 ▲	New Holding	10,114	0.1%	Industrial Products
LMT Lockheed Martin	$770,138	$41,703 ▲	5.7%	1,699	0.1%	Aerospace
VRTX Vertex Pharmaceuticals	$763,326	$38,655 ▼	-4.8%	1,876	0.1%	Medical
MUB iShares National Muni Bond ETF	$755,726	$755,726 ▲	New Holding	6,971	0.1%	ETF
GILD Gilead Sciences	$755,114	$317,973 ▼	-29.6%	9,321	0.1%	Medical
CB Chubb	$749,911	$8,815 ▼	-1.2%	3,318	0.1%	Finance
FI Fiserv	$721,188	$1,063 ▼	-0.1%	5,429	0.1%	Business Services
PFFD Global X U.S. Preferred ETF	$719,647		0.0%	37,095	0.1%	ETF
ETB Eaton Vance Tax-Managed Buy-Write Income Fund	$719,475	$14,382 ▲	2.0%	55,430	0.1%	Financial Services
HOMB Home Bancshares, Inc. (Conway, AR)	$718,207	$1,469 ▲	0.2%	28,354	0.1%	Financial Services
PFE Pfizer	$711,642	$31,036 ▼	-4.2%	24,718	0.1%	Medical
NVS Novartis	$708,346	$13,733 ▼	-1.9%	7,015	0.1%	Medical
MPLX Mplx	$697,680		0.0%	19,000	0.1%	Oils/Energy
DELL Dell Technologies	$682,029	$682,029 ▲	New Holding	8,915	0.1%	Computer and Technology
TXT Textron	$663,369	$241 ▼	0.0%	8,249	0.1%	Aerospace
PCAR PACCAR	$633,944	$633,944 ▲	New Holding	6,492	0.1%	Auto/Tires/Trucks
ULTA Ulta Beauty	$633,067	$46,059 ▲	7.8%	1,292	0.1%	Retail/Wholesale
AKAM Akamai Technologies	$628,675	$628,675 ▲	New Holding	5,312	0.1%	Computer and Technology
COST Costco Wholesale	$620,559	$1,981 ▼	-0.3%	940	0.1%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$613,092	$44,309 ▼	-6.7%	12,799	0.1%	ETF
FSK FS KKR Capital	$605,783	$17,853 ▲	3.0%	30,335	0.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$605,063	$608,934 ▼	-50.2%	6,096	0.1%	Finance

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