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 33.86% of CFO4Life Group's stock portfolio.
- Added to shares of these 10 stocks: VUSB (+$15M), VGSH, LII, AVGO, MU, GD, COF, NFLX, TEL, EW.
- Started 18 new stock positions in VUSB, TEL, HBAN, ISRG, MU, LPLA, NEM, COF, EW, MAT. DHR, VBR, PTC, VGSH, GD, CWK, MAPS, ZOCT.
- Reduced shares in these 10 stocks: WMT (-$13M), VOO, BRK.B, MSFT, JEPI, IEI, APP, IVV, DYNF, VLUE.
- Sold out of its positions in AMC, ERIC, IWM, MRVL, SO, YieldMax MSTR Opt, URI, VBTX, Cushman Wakefield, ASML.
- CFO4Life Group was a net seller of stock by $-3.8M.
- CFO4Life Group has $702M in assets under management (AUM), dropping by 1.92%.
- Central Index Key (CIK): 0001706351
Tip: Access up to 7 years of quarterly data
Positions held by CFO4Life consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for CFO4Life Group
CFO4Life Group holds 242 positions in its portfolio as reported in the December 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) | 12.8 | $90M | 143k | 627.13 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.3 | $44M | 727k | 60.81 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.0 | $35M | 176k | 198.62 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $35M | 386k | 89.46 |
|
|
| Apple (AAPL) | 4.8 | $34M | 125k | 271.86 |
|
|
| United Parcel Service CL B (UPS) | 4.4 | $31M | 312k | 99.19 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $22M | -3% | 46k | 483.62 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.3 | $16M | -2% | 323k | 50.50 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.2 | $15M | -2% | 61k | 250.31 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.1 | $15M | NEW | 296k | 49.84 |
|
| Amazon (AMZN) | 2.0 | $14M | 61k | 230.82 |
|
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.0 | $14M | 357k | 39.38 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.8 | $13M | +2% | 163k | 77.90 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.7 | $12M | 477k | 24.33 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $11M | -2% | 93k | 120.18 |
|
| Visa Com Cl A (V) | 1.4 | $10M | 29k | 350.71 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $9.3M | 30k | 313.80 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $9.1M | 29k | 313.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $8.9M | 27k | 335.27 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 1.3 | $8.9M | -4% | 65k | 136.73 |
|
| Home Depot (HD) | 1.2 | $8.7M | 25k | 344.10 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $8.5M | -2% | 46k | 186.50 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $8.2M | -7% | 144k | 57.24 |
|
| Darling International (DAR) | 1.1 | $7.6M | 211k | 36.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $7.5M | 13k | 570.89 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $7.5M | -4% | 57k | 132.37 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.0 | $6.8M | -4% | 80k | 84.64 |
|
| Wal-Mart Stores (WMT) | 0.9 | $6.6M | -65% | 59k | 111.41 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $6.0M | -8% | 51k | 119.35 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.8 | $5.9M | -4% | 137k | 42.94 |
|
| Waste Management (WM) | 0.8 | $5.8M | 27k | 219.71 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $5.5M | 8.3k | 660.09 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $5.2M | -4% | 113k | 46.04 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $4.8M | -5% | 94k | 50.94 |
|
| Broadcom (AVGO) | 0.6 | $4.6M | +21% | 13k | 346.10 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $4.3M | -11% | 6.3k | 673.82 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.6 | $4.2M | -3% | 53k | 78.12 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.6 | $4.1M | -4% | 120k | 34.15 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $3.8M | -2% | 71k | 53.76 |
|
| CSX Corporation (CSX) | 0.5 | $3.4M | 94k | 36.25 |
|
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.5 | $3.3M | -5% | 76k | 44.32 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.2M | 27k | 120.34 |
|
|
| Tesla Motors (TSLA) | 0.5 | $3.2M | 7.1k | 449.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.1M | 9.7k | 322.23 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.0M | 4.00 | 754800.00 |
|
|
| Blackrock (BLK) | 0.4 | $3.0M | 2.8k | 1070.34 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.6M | 3.8k | 681.96 |
|
|
| Lennox International (LII) | 0.4 | $2.5M | +52% | 5.2k | 485.56 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.4M | -3% | 17k | 143.31 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | -26% | 4.7k | 502.65 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 11k | 206.96 |
|
|
| Cisco Systems (CSCO) | 0.3 | $2.2M | 28k | 77.03 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.1M | NEW | 36k | 58.73 |
|
| Prosperity Bancshares (PB) | 0.3 | $2.0M | 29k | 69.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | 1.9k | 1074.69 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $2.0M | 40k | 50.59 |
|
|
| Pepsi (PEP) | 0.3 | $2.0M | 14k | 143.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | -11% | 2.9k | 614.25 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.8M | 68k | 26.33 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.6M | 16k | 102.54 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | 25k | 62.47 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $1.6M | +2% | 36k | 44.50 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.5M | -13% | 7.4k | 203.03 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | 8.3k | 173.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | +19% | 1.5k | 862.09 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.2M | -7% | 7.0k | 177.74 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.2M | -2% | 958.00 | 1215.25 |
|
| Booking Holdings (BKNG) | 0.2 | $1.2M | 216.00 | 5363.02 |
|
|
| American Express Company (AXP) | 0.2 | $1.2M | -5% | 3.1k | 369.97 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | +4% | 23k | 50.29 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | -3% | 12k | 94.16 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.2 | $1.1M | +39% | 32k | 33.51 |
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | -2% | 16k | 69.91 |
|
| ConocoPhillips (COP) | 0.2 | $1.1M | 12k | 93.61 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $987k | 19k | 53.37 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $932k | 10k | 93.08 |
|
|
| Emcor (EME) | 0.1 | $924k | -2% | 1.5k | 611.61 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $906k | 6.7k | 135.14 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $886k | -27% | 18k | 50.46 |
|
| Enterprise Products Partners (EPD) | 0.1 | $883k | 28k | 32.06 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $866k | 3.7k | 231.30 |
|
|
| Citigroup Com New (C) | 0.1 | $855k | 7.3k | 116.70 |
|
|
| UnitedHealth (UNH) | 0.1 | $840k | 2.5k | 330.16 |
|
|
| Progressive Corporation (PGR) | 0.1 | $833k | +6% | 3.7k | 227.70 |
|
| Walt Disney Company (DIS) | 0.1 | $828k | -7% | 7.3k | 113.77 |
|
| Bank of America Corporation (BAC) | 0.1 | $828k | -8% | 15k | 55.00 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $815k | -4% | 6.0k | 136.59 |
|
| Hartford Financial Services (HIG) | 0.1 | $812k | 5.9k | 137.80 |
|
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.1 | $801k | +3% | 33k | 23.94 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $787k | 5.7k | 137.88 |
|
|
| BlackRock Enhanced Capital and Income (CII) | 0.1 | $774k | 33k | 23.37 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $772k | 1.6k | 487.85 |
|
|
| Abbvie (ABBV) | 0.1 | $764k | 3.3k | 228.49 |
|
|
| Uber Technologies (UBER) | 0.1 | $751k | +5% | 9.2k | 81.71 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $733k | -22% | 48k | 15.27 |
|
| Chevron Corporation (CVX) | 0.1 | $701k | 4.6k | 152.42 |
|
|
| At&t (T) | 0.1 | $695k | 28k | 24.84 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $686k | -42% | 1.0k | 684.94 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $684k | 4.6k | 148.69 |
|
|
| Philip Morris International (PM) | 0.1 | $676k | 4.2k | 160.39 |
|
|
| Pfizer (PFE) | 0.1 | $672k | 27k | 24.90 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $671k | -10% | 7.2k | 93.20 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $638k | +62% | 3.7k | 171.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $638k | -27% | 1.3k | 473.32 |
|
| Enbridge (ENB) | 0.1 | $638k | 13k | 47.83 |
|
|
| Micron Technology (MU) | 0.1 | $636k | NEW | 2.2k | 285.41 |
|
| Amgen (AMGN) | 0.1 | $633k | 1.9k | 327.33 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $633k | 5.9k | 107.11 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $632k | -3% | 14k | 46.54 |
|
| Vaneck Etf Trust Long Muni Etf (MLN) | 0.1 | $628k | 36k | 17.53 |
|
|
| Intel Corporation (INTC) | 0.1 | $623k | +2% | 17k | 36.90 |
|
| ResMed (RMD) | 0.1 | $614k | -3% | 2.5k | 240.89 |
|
| Reddit Cl A (RDDT) | 0.1 | $598k | -13% | 2.6k | 229.87 |
|
| Cigna Corp (CI) | 0.1 | $595k | 2.2k | 275.23 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $594k | +49% | 7.8k | 76.23 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $577k | -11% | 1.2k | 483.70 |
|
| Altria (MO) | 0.1 | $570k | 9.9k | 57.66 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $568k | -13% | 6.5k | 86.89 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $567k | -7% | 1.9k | 303.89 |
|
| Oracle Corporation (ORCL) | 0.1 | $563k | -19% | 2.9k | 194.93 |
|
| Southstate Bk Corp (SSB) | 0.1 | $518k | 5.5k | 94.12 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $510k | 1.7k | 305.54 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $496k | -4% | 2.2k | 223.23 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $492k | 6.9k | 71.42 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $491k | -13% | 2.3k | 214.16 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $488k | 4.7k | 103.56 |
|
|
| Goldman Sachs (GS) | 0.1 | $486k | -3% | 552.00 | 879.76 |
|
| FedEx Corporation (FDX) | 0.1 | $479k | 1.7k | 288.83 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $472k | 3.3k | 141.04 |
|
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.1 | $469k | 8.9k | 52.87 |
|
|
| International Business Machines (IBM) | 0.1 | $463k | +13% | 1.6k | 296.12 |
|
| Verizon Communications (VZ) | 0.1 | $462k | -2% | 11k | 40.73 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $462k | 6.2k | 75.05 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $462k | -21% | 33k | 14.18 |
|
| Gilead Sciences (GILD) | 0.1 | $459k | 3.7k | 122.74 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $456k | +3% | 33k | 13.91 |
|
| AmerisourceBergen (COR) | 0.1 | $443k | 1.3k | 337.78 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $442k | NEW | 1.3k | 336.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $440k | -31% | 1.1k | 396.31 |
|
| Netflix (NFLX) | 0.1 | $426k | +900% | 4.5k | 93.76 |
|
| Carrier Global Corporation (CARR) | 0.1 | $425k | 8.0k | 52.84 |
|
|
| Core Scientific (CORZ) | 0.1 | $423k | 29k | 14.56 |
|
|
| Kinder Morgan (KMI) | 0.1 | $417k | 15k | 27.49 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $405k | 6.0k | 67.22 |
|
|
| EQT Corporation (EQT) | 0.1 | $402k | -36% | 7.5k | 53.60 |
|
| Lowe's Companies (LOW) | 0.1 | $399k | 1.7k | 241.16 |
|
|
| Capital One Financial (COF) | 0.1 | $399k | NEW | 1.6k | 242.38 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $392k | 2.1k | 183.43 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $382k | -4% | 3.8k | 99.91 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $379k | 7.9k | 47.73 |
|
|
| Boeing Company (BA) | 0.1 | $377k | -4% | 1.7k | 217.12 |
|
| Ge Aerospace Com New (GE) | 0.1 | $377k | -5% | 1.2k | 308.15 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $376k | 14k | 26.91 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $363k | 4.8k | 75.43 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $361k | 1.6k | 219.80 |
|
|
| Caterpillar (CAT) | 0.1 | $359k | +2% | 626.00 | 572.87 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $359k | 1.9k | 191.59 |
|
|
| Applied Materials (AMAT) | 0.1 | $354k | -2% | 1.4k | 256.99 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $350k | +14% | 24k | 14.81 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $348k | 20k | 17.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $347k | 5.4k | 64.42 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $347k | NEW | 1.5k | 227.46 |
|
| Independence Realty Trust In (IRT) | 0.0 | $343k | 20k | 17.48 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $336k | 6.4k | 52.80 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $328k | -4% | 6.6k | 49.65 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $328k | -3% | 6.8k | 48.11 |
|
| Kite Rlty Group Tr Com New (KRG) | 0.0 | $325k | 14k | 23.97 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $324k | 2.6k | 126.59 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $319k | 17k | 18.91 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $311k | NEW | 3.7k | 85.25 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $310k | -11% | 2.6k | 117.20 |
|
| Phillips 66 (PSX) | 0.0 | $308k | 2.4k | 129.04 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $308k | 2.4k | 125.87 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $297k | 4.1k | 72.27 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $296k | 1.7k | 177.53 |
|
|
| Mattel (MAT) | 0.0 | $290k | NEW | 15k | 19.84 |
|
| American Airls (AAL) | 0.0 | $288k | -7% | 19k | 15.33 |
|
| Vistra Energy (VST) | 0.0 | $286k | 1.8k | 161.36 |
|
|
| UGI Corporation (UGI) | 0.0 | $286k | -46% | 7.7k | 37.43 |
|
| Ptc (PTC) | 0.0 | $283k | NEW | 1.6k | 174.21 |
|
| Oxford Lane Cap Corp (OXLC) | 0.0 | $282k | +31% | 19k | 14.64 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $280k | 26k | 10.72 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $280k | 6.6k | 42.18 |
|
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $276k | 4.0k | 69.74 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $275k | +2% | 6.1k | 45.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $274k | 1.7k | 162.78 |
|
|
| Servicenow (NOW) | 0.0 | $273k | +358% | 1.8k | 153.19 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $273k | 8.8k | 30.96 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $272k | +100% | 1.9k | 143.97 |
|
| McKesson Corporation (MCK) | 0.0 | $268k | -2% | 327.00 | 820.29 |
|
| Merck & Co (MRK) | 0.0 | $268k | -6% | 2.5k | 105.26 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $268k | 1.9k | 141.14 |
|
|
| Innovator Etfs Trust Equity Defin 1yr (ZOCT) | 0.0 | $266k | NEW | 9.9k | 26.84 |
|
| Intuit (INTU) | 0.0 | $266k | +3% | 402.00 | 662.42 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $266k | 845.00 | 314.80 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $266k | -2% | 3.6k | 74.06 |
|
| Home BancShares (HOMB) | 0.0 | $264k | 9.5k | 27.78 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $259k | 447.00 | 579.45 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $259k | -9% | 2.1k | 125.29 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $258k | 5.4k | 47.93 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $252k | NEW | 444.00 | 566.36 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $250k | +12% | 4.9k | 51.13 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $246k | +3% | 26k | 9.48 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $245k | 15k | 16.49 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $244k | 6.7k | 36.23 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $243k | -10% | 2.9k | 84.21 |
|
| Ge Vernova (GEV) | 0.0 | $237k | 362.00 | 653.57 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $234k | NEW | 2.3k | 99.85 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $232k | -2% | 600.00 | 386.85 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $231k | -3% | 3.2k | 71.41 |
|
| Pinterest Cl A (PINS) | 0.0 | $230k | -51% | 8.9k | 25.89 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $230k | NEW | 13k | 17.35 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $230k | -16% | 4.0k | 58.13 |
|
| American Tower Reit (AMT) | 0.0 | $229k | -3% | 1.3k | 175.59 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $225k | 18k | 12.90 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $221k | +9% | 1.2k | 188.07 |
|
| Linde SHS (LIN) | 0.0 | $220k | -22% | 517.00 | 426.39 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $218k | 2.3k | 96.88 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $217k | +13% | 1.2k | 184.20 |
|
| Paycom Software (PAYC) | 0.0 | $216k | -43% | 1.4k | 159.41 |
|
| Republic Services (RSG) | 0.0 | $216k | -5% | 1.0k | 211.93 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $212k | 2.8k | 75.59 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $208k | +54% | 36k | 5.76 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $208k | NEW | 583.00 | 357.17 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $207k | -49% | 10k | 20.08 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $201k | NEW | 947.00 | 211.83 |
|
| Danaher Corporation (DHR) | 0.0 | $200k | NEW | 876.00 | 228.80 |
|
| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $186k | 39k | 4.80 |
|
|
| Solar Cap (SLRC) | 0.0 | $186k | 12k | 15.46 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $178k | -36% | 14k | 12.43 |
|
| Golub Capital BDC (GBDC) | 0.0 | $177k | +2% | 13k | 13.57 |
|
| Dynex Cap (DX) | 0.0 | $166k | 12k | 14.01 |
|
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $162k | NEW | 10k | 16.19 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $144k | -10% | 27k | 5.30 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $134k | +2% | 15k | 9.22 |
|
| Sachem Cap (SACH) | 0.0 | $124k | 119k | 1.04 |
|
|
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $89k | 14k | 6.54 |
|
|
| Ares Coml Real Estate (ACRE) | 0.0 | $81k | 17k | 4.78 |
|
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $81k | 15k | 5.60 |
|
|
| Mustang Bio (MBIO) | 0.0 | $13k | +23% | 13k | 0.98 |
|
| Wm Technology (MAPS) | 0.0 | $10k | NEW | 13k | 0.83 |
|
| Genius Group Shs New (GNS) | 0.0 | $8.6k | 15k | 0.57 |
|
Past Filings by CFO4Life Group
SEC 13F filings are viewable for CFO4Life Group going back to 2017
- CFO4Life Group 2025 Q4 filed Feb. 6, 2026
- 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