CFO4Life
Latest statistics and disclosures from CFO4Life Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, DYNF, QUAL, IEFA, AAPL, and represent 33.83% of CFO4Life Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT, MMIT, TSLA, JMUB, IEFA, DYNF, BRK.B, SSB, CORZ, APP.
- Started 18 new stock positions in CORZ, MBIO, FQAL, SSB, URI, SLV, PANW, MRK, UGI, Oxford Lane Cap Corp. MRVL, VBTX, ASML, LRCX, DX, TMO, FMB, GEV.
- Reduced shares in these 10 stocks: IEI, CB, QCOM, AEE, South State Corporation, DAR, OXLC, MTUM, JEPI, .
- Sold out of its positions in AEE, CMCSA, CORZW, GSBD, HON, ISRG, LPLA, OXLC, QCOM, CRM. South State Corporation, CB.
- CFO4Life Group was a net buyer of stock by $14M.
- CFO4Life Group has $688M in assets under management (AUM), dropping by 7.62%.
- Central Index Key (CIK): 0001706351
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Portfolio Holdings for CFO4Life Group
CFO4Life Group holds 234 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.9 | $89M | 145k | 612.38 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.3 | $44M | +2% | 735k | 59.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.0 | $35M | 178k | 194.50 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $34M | +3% | 385k | 87.31 |
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| Apple (AAPL) | 4.6 | $32M | 125k | 254.63 |
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| United Parcel Service CL B (UPS) | 3.8 | $26M | 312k | 83.53 |
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| Microsoft Corporation (MSFT) | 3.5 | $24M | +13% | 47k | 517.95 |
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| Wal-Mart Stores (WMT) | 2.6 | $18M | 174k | 103.06 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.4 | $17M | +6% | 330k | 50.47 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.3 | $16M | 63k | 256.45 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.0 | $13M | +2% | 358k | 37.50 |
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| Amazon (AMZN) | 1.9 | $13M | 61k | 219.57 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.8 | $13M | 160k | 78.41 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.7 | $12M | +15% | 473k | 24.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $11M | 95k | 118.83 |
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| Home Depot (HD) | 1.5 | $10M | 26k | 405.19 |
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| Visa Com Cl A (V) | 1.4 | $10M | +4% | 29k | 341.38 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $8.8M | -2% | 155k | 57.10 |
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| NVIDIA Corporation (NVDA) | 1.3 | $8.8M | +4% | 47k | 186.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $8.7M | 27k | 328.16 |
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| Ishares Tr Msci Usa Value (VLUE) | 1.2 | $8.5M | 68k | 125.05 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $7.7M | 59k | 130.28 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $7.5M | 13k | 568.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $7.2M | +6% | 29k | 243.55 |
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| Ishares Tr Core Msci Total (IXUS) | 1.0 | $7.0M | 84k | 82.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $7.0M | +4% | 29k | 243.10 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $6.6M | -12% | 56k | 119.51 |
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| Darling International (DAR) | 1.0 | $6.6M | -4% | 213k | 30.87 |
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| Meta Platforms Cl A (META) | 0.9 | $6.0M | +5% | 8.2k | 734.38 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.9 | $5.9M | 144k | 41.11 |
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| Waste Management (WM) | 0.9 | $5.9M | 27k | 220.83 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $5.5M | +4% | 118k | 46.24 |
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| Applovin Corp Com Cl A (APP) | 0.7 | $5.1M | +11% | 7.2k | 718.54 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $5.1M | -2% | 99k | 51.04 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.6 | $4.3M | +5% | 55k | 78.63 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.6 | $4.3M | +4% | 126k | 34.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $3.9M | 72k | 54.18 |
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| Broadcom (AVGO) | 0.5 | $3.6M | +3% | 11k | 329.90 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.5 | $3.6M | -2% | 80k | 44.42 |
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| CSX Corporation (CSX) | 0.5 | $3.3M | 94k | 35.51 |
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| Blackrock (BLK) | 0.5 | $3.2M | 2.8k | 1165.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | +26% | 6.4k | 502.74 |
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| Tesla Motors (TSLA) | 0.5 | $3.1M | +60% | 7.0k | 444.75 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.1M | 27k | 112.75 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.1M | 9.7k | 315.41 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.0M | 4.00 | 754200.00 |
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| Procter & Gamble Company (PG) | 0.4 | $2.7M | 18k | 153.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.5M | 3.8k | 666.23 |
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| Metropcs Communications (TMUS) | 0.3 | $2.1M | 8.6k | 239.37 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.0M | 11k | 185.42 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $2.0M | -2% | 40k | 50.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.0M | +5% | 3.3k | 600.39 |
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| Cisco Systems (CSCO) | 0.3 | $1.9M | +2% | 28k | 68.42 |
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| Pepsi (PEP) | 0.3 | $1.9M | +3% | 14k | 140.44 |
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| Prosperity Bancshares (PB) | 0.3 | $1.9M | 29k | 66.35 |
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| Lennox International (LII) | 0.3 | $1.8M | 3.4k | 529.35 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.7M | +6% | 67k | 26.07 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $1.5M | +11% | 35k | 44.57 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.5M | 15k | 99.95 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | +3% | 8.4k | 183.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | +25% | 25k | 59.92 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | 1.8k | 763.15 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | -4% | 7.6k | 182.42 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.2M | 24k | 50.59 |
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| Booking Holdings (BKNG) | 0.2 | $1.2M | 217.00 | 5401.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | 1.7k | 669.24 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.2M | 12k | 95.14 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +10% | 1.2k | 925.25 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | 12k | 94.59 |
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| American Express Company (AXP) | 0.2 | $1.1M | 3.3k | 332.20 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | +15% | 22k | 50.07 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.1M | 987.00 | 1078.60 |
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| Coca-Cola Company (KO) | 0.2 | $1.0M | 16k | 66.32 |
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| Emcor (EME) | 0.1 | $1.0M | 1.5k | 649.72 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | +3% | 3.6k | 281.23 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $934k | 10k | 93.35 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $927k | 62k | 15.00 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $924k | 19k | 49.95 |
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| Walt Disney Company (DIS) | 0.1 | $904k | 7.9k | 114.49 |
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| UnitedHealth (UNH) | 0.1 | $894k | +8% | 2.6k | 345.33 |
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| Union Pacific Corporation (UNP) | 0.1 | $887k | 3.8k | 236.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $872k | 1.9k | 468.44 |
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| Enterprise Products Partners (EPD) | 0.1 | $858k | 27k | 31.27 |
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| Uber Technologies (UBER) | 0.1 | $857k | 8.8k | 97.97 |
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| Bank of America Corporation (BAC) | 0.1 | $847k | +2% | 16k | 51.59 |
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| Amphenol Corp Cl A (APH) | 0.1 | $846k | 6.8k | 123.75 |
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| Progressive Corporation (PGR) | 0.1 | $844k | -3% | 3.4k | 246.98 |
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| Northern Trust Corporation (NTRS) | 0.1 | $841k | 6.3k | 134.61 |
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| At&t (T) | 0.1 | $802k | 28k | 28.24 |
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| Hartford Financial Services (HIG) | 0.1 | $795k | 6.0k | 133.38 |
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| Abbvie (ABBV) | 0.1 | $782k | +2% | 3.4k | 231.54 |
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| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.1 | $772k | +9% | 32k | 23.81 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $760k | +113% | 23k | 32.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $758k | 1.6k | 479.67 |
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| BlackRock Enhanced Capital and Income (CII) | 0.1 | $753k | 33k | 23.00 |
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| Citigroup Com New (C) | 0.1 | $731k | 7.2k | 101.50 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $731k | +2% | 5.7k | 128.25 |
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| Chevron Corporation (CVX) | 0.1 | $728k | +7% | 4.7k | 155.28 |
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| ResMed (RMD) | 0.1 | $725k | 2.6k | 273.78 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $696k | 2.3k | 297.91 |
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| Reddit Cl A (RDDT) | 0.1 | $691k | 3.0k | 229.99 |
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| Pfizer (PFE) | 0.1 | $683k | +2% | 27k | 25.48 |
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| Wells Fargo & Company (WFC) | 0.1 | $675k | +2% | 8.0k | 83.83 |
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| Philip Morris International (PM) | 0.1 | $673k | -2% | 4.2k | 162.20 |
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| Enbridge (ENB) | 0.1 | $672k | 13k | 50.46 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $672k | -4% | 1.3k | 499.12 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $670k | 4.6k | 145.65 |
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| Altria (MO) | 0.1 | $663k | 10k | 66.06 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $655k | -7% | 14k | 46.71 |
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| EQT Corporation (EQT) | 0.1 | $648k | +3% | 12k | 54.43 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $638k | -17% | 7.5k | 84.57 |
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| Cigna Corp (CI) | 0.1 | $635k | -2% | 2.2k | 288.23 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $630k | 5.9k | 106.49 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.1 | $626k | 36k | 17.48 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $622k | +11% | 42k | 14.94 |
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| Pinterest Cl A (PINS) | 0.1 | $595k | 19k | 32.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $577k | 1.6k | 355.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $561k | +8% | 2.0k | 279.29 |
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| Gamestop Corp Cl A (GME) | 0.1 | $551k | +98% | 20k | 27.28 |
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| Intel Corporation (INTC) | 0.1 | $551k | 16k | 33.55 |
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| Amgen (AMGN) | 0.1 | $547k | 1.9k | 282.13 |
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| Netflix (NFLX) | 0.1 | $544k | +3% | 454.00 | 1198.92 |
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| Southstate Bk Corp (SSB) | 0.1 | $542k | NEW | 5.5k | 98.86 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $521k | +68% | 5.2k | 99.81 |
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| Core Scientific (CORZ) | 0.1 | $521k | NEW | 29k | 17.94 |
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| Verizon Communications (VZ) | 0.1 | $510k | -7% | 12k | 43.95 |
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| McDonald's Corporation (MCD) | 0.1 | $507k | +2% | 1.7k | 303.94 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $506k | +6% | 6.9k | 73.48 |
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| Paycom Software (PAYC) | 0.1 | $498k | 2.4k | 208.17 |
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| Carrier Global Corporation (CARR) | 0.1 | $478k | 8.0k | 59.70 |
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| UGI Corporation (UGI) | 0.1 | $474k | NEW | 14k | 33.26 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $464k | 4.7k | 99.12 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.1 | $464k | 8.8k | 52.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $458k | +2% | 3.3k | 137.81 |
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| Goldman Sachs (GS) | 0.1 | $454k | +3% | 570.00 | 795.87 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $453k | +2% | 32k | 14.25 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $451k | +43% | 6.9k | 65.00 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $451k | 6.2k | 73.29 |
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| Kinder Morgan (KMI) | 0.1 | $431k | 15k | 28.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $431k | +16% | 2.7k | 161.79 |
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| Lowe's Companies (LOW) | 0.1 | $421k | +2% | 1.7k | 251.27 |
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| Gilead Sciences (GILD) | 0.1 | $420k | 3.8k | 111.00 |
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| AmerisourceBergen (COR) | 0.1 | $411k | 1.3k | 312.63 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $394k | 6.0k | 65.92 |
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| FedEx Corporation (FDX) | 0.1 | $394k | 1.7k | 235.81 |
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| Boeing Company (BA) | 0.1 | $393k | -20% | 1.8k | 215.84 |
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| International Business Machines (IBM) | 0.1 | $390k | +11% | 1.4k | 282.17 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $389k | 20k | 19.80 |
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| Ge Aerospace Com New (GE) | 0.1 | $387k | +3% | 1.3k | 300.93 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $383k | -3% | 4.0k | 95.47 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $378k | 7.9k | 47.58 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $369k | 3.0k | 123.75 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $368k | 14k | 26.34 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $364k | +2% | 2.2k | 167.36 |
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| Servicenow (NOW) | 0.1 | $358k | +9% | 389.00 | 920.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $354k | 1.9k | 189.70 |
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| Dell Technologies CL C (DELL) | 0.1 | $353k | +2% | 2.5k | 141.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $353k | 1.6k | 215.83 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $351k | 4.8k | 73.45 |
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| Vistra Energy (VST) | 0.1 | $347k | -9% | 1.8k | 195.95 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $333k | -5% | 6.4k | 52.23 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $329k | 7.1k | 46.42 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $328k | 17k | 19.43 |
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| Phillips 66 (PSX) | 0.0 | $326k | 2.4k | 136.04 |
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| Independence Realty Trust In (IRT) | 0.0 | $319k | 20k | 16.39 |
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| Linde SHS (LIN) | 0.0 | $318k | +2% | 669.00 | 475.00 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $312k | 2.6k | 122.40 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $309k | +2% | 21k | 14.93 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $306k | NEW | 2.3k | 133.92 |
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| Abbott Laboratories (ABT) | 0.0 | $306k | 2.3k | 133.91 |
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| Tidal Trust Ii Yieldmax Mstr Op (MSTY) | 0.0 | $302k | +22% | 22k | 13.96 |
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| Kite Rlty Group Tr Com New (KRG) | 0.0 | $298k | 13k | 22.30 |
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| Caterpillar (CAT) | 0.0 | $292k | +4% | 611.00 | 477.15 |
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| Applied Materials (AMAT) | 0.0 | $289k | -2% | 1.4k | 204.74 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $288k | 23k | 12.77 |
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| Valero Energy Corporation (VLO) | 0.0 | $287k | 1.7k | 170.25 |
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| Ishares Tr Future Exponenti (XT) | 0.0 | $285k | 4.0k | 71.94 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $285k | 4.1k | 68.88 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $275k | 8.7k | 31.62 |
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| Starbucks Corporation (SBUX) | 0.0 | $274k | 3.2k | 84.60 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $272k | -5% | 3.7k | 74.37 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $271k | 4.7k | 57.52 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $270k | 1.9k | 142.10 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $269k | 6.6k | 41.11 |
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| Home BancShares (HOMB) | 0.0 | $269k | 9.5k | 28.30 |
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| Morgan Stanley Com New (MS) | 0.0 | $268k | +3% | 1.7k | 158.98 |
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| Intuit (INTU) | 0.0 | $266k | 390.00 | 682.91 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $266k | 944.00 | 281.86 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $260k | 845.00 | 307.86 |
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| McKesson Corporation (MCK) | 0.0 | $260k | +2% | 336.00 | 772.54 |
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| American Tower Reit (AMT) | 0.0 | $259k | 1.3k | 192.37 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $256k | 26k | 9.79 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $255k | 5.4k | 47.51 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $254k | 5.9k | 42.96 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $252k | 18k | 14.44 |
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| Southern Company (SO) | 0.0 | $252k | +3% | 2.7k | 94.78 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $251k | 15k | 17.16 |
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| Oxford Lane Cap Corp | 0.0 | $249k | NEW | 15k | 16.93 |
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| Republic Services (RSG) | 0.0 | $246k | 1.1k | 229.48 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $239k | 6.7k | 35.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $238k | -25% | 982.00 | 242.07 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $233k | -6% | 615.00 | 378.94 |
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| United Rentals (URI) | 0.0 | $229k | NEW | 240.00 | 954.66 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $229k | +2% | 25k | 9.11 |
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| Merck & Co (MRK) | 0.0 | $228k | NEW | 2.7k | 83.93 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $228k | NEW | 5.4k | 42.37 |
|
| American Airls (AAL) | 0.0 | $228k | 20k | 11.24 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $227k | 3.4k | 67.83 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $223k | NEW | 230.00 | 968.09 |
|
| Ge Vernova (GEV) | 0.0 | $221k | NEW | 360.00 | 614.90 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $221k | NEW | 4.4k | 50.70 |
|
| Cintas Corporation (CTAS) | 0.0 | $221k | -5% | 1.1k | 205.26 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $218k | NEW | 450.00 | 485.02 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $216k | 2.3k | 95.89 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $211k | NEW | 1.0k | 203.62 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $209k | NEW | 2.8k | 74.72 |
|
| Veritex Hldgs (VBTX) | 0.0 | $208k | NEW | 6.2k | 33.53 |
|
| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $206k | 39k | 5.30 |
|
|
| Marvell Technology (MRVL) | 0.0 | $202k | NEW | 2.4k | 84.07 |
|
| Solar Cap (SLRC) | 0.0 | $184k | 12k | 15.29 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $175k | +2% | 13k | 13.69 |
|
| Cushman Wakefield SHS (CWK) | 0.0 | $164k | 10k | 15.92 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $155k | 24k | 6.61 |
|
|
| Dynex Cap (DX) | 0.0 | $146k | NEW | 12k | 12.29 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $137k | -3% | 30k | 4.54 |
|
| Sachem Cap (SACH) | 0.0 | $132k | 119k | 1.11 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $129k | +2% | 14k | 9.05 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $119k | 14k | 8.27 |
|
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $79k | 15k | 5.43 |
|
|
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $79k | 14k | 5.77 |
|
|
| Ares Coml Real Estate (ACRE) | 0.0 | $77k | 17k | 4.51 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $31k | 11k | 2.90 |
|
|
| Mustang Bio (MBIO) | 0.0 | $16k | NEW | 11k | 1.52 |
|
| Genius Group Shs New (GNS) | 0.0 | $15k | +50% | 15k | 0.96 |
|
Past Filings by CFO4Life Group
SEC 13F filings are viewable for CFO4Life Group going back to 2017
- CFO4Life Group 2025 Q3 filed Nov. 7, 2025
- CFO4Life Group 2025 Q2 filed Aug. 8, 2025
- CFO4Life Group 2025 Q1 filed April 30, 2025
- CFO4Life Group 2024 Q4 filed Feb. 10, 2025
- CFO4Life Group 2024 Q3 filed Nov. 12, 2024
- CFO4Life Group 2024 Q2 filed July 31, 2024
- CFO4Life Group 2024 Q1 filed May 6, 2024
- CFO4Life Group 2023 Q4 restated filed Feb. 12, 2024
- CFO4Life Group 2023 Q4 filed Jan. 24, 2024
- CFO4Life Group 2023 Q3 filed Oct. 30, 2023
- CFO4Life Group 2023 Q2 filed Aug. 7, 2023
- CFO4Life Group 2023 Q1 filed May 3, 2023
- CFO4Life Group 2022 Q4 filed Feb. 3, 2023
- CFO4Life Group 2022 Q3 filed Oct. 19, 2022
- CFO4Life Group 2022 Q2 filed July 20, 2022
- CFO4Life Group 2022 Q1 filed May 2, 2022