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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 34.75% of CFO4Life Group's stock portfolio.
Added to shares of these 10 stocks: VGSH, KLAC, SCHB, GOVT, IVW, SPTL, IVE, VMBS, BKNG, BAI.
Started 34 new stock positions in RSPT, SHLD, IAGG, WDC, PZA, FETH, BAI, AMAT, SCHB, GGOV.
Reduced shares in these 10 stocks: VUSB, QQQ, SPY, PB, TSM, CORZ, IUSV, BRK.B, SPHQ, SCHX.
Sold out of its positions in AAL, PFFD, SPHQ, IBIT, NEM, PTC, SCHX, MAPS.
CFO4Life Group was a net buyer of stock by $16M.
CFO4Life Group has $743M in assets under management (AUM), dropping by 13.23%.
Central Index Key (CIK): 0001706351

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Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 236 positions in its portfolio as reported in the June 2026 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)	13.3	$99M		144k	686.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.7	$50M		728k	68.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.2	$39M		176k	219.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$36M		376k	96.58	View chart
Apple (AAPL)	4.7	$35M		120k	289.36	View chart
United Parcel Svcs CL B (UPS)	4.5	$33M		311k	107.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.8	$21M		61k	342.83	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.3	$17M		332k	50.66	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	2.2	$16M		353k	45.75	View chart
Microsoft Corporation (MSFT)	2.1	$15M	-2%	41k	373.02	View chart
Amazon (AMZN)	1.9	$14M		59k	238.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$13M		87k	148.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.7	$13M		166k	77.23	View chart
Ishares Tr Msci Usa Value (VLUE)	1.7	$13M		63k	199.81	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	1.7	$12M		506k	24.35	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.5	$11M	-10%	219k	49.78	View chart
Darling International (DAR)	1.5	$11M	+2%	198k	54.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$9.8M		26k	370.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$9.8M	+4%	27k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$9.6M		27k	353.33	View chart
Visa Com Cl A (V)	1.3	$9.6M		28k	343.09	View chart
NVIDIA Corporation (NVDA)	1.2	$8.6M	+9%	43k	200.09	View chart
Home Depot (HD)	1.2	$8.6M		24k	352.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$8.1M		144k	56.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$7.6M	-3%	54k	141.89	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$7.4M	-3%	77k	95.44	View chart
Mastercard Incorporated Cl A (MA)	0.9	$6.5M		13k	513.59	View chart
Wal-Mart Stores (WMT)	0.9	$6.5M		57k	113.26	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.8	$5.9M	-3%	130k	45.70	View chart
Waste Management (WM)	0.8	$5.8M		26k	222.88	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.7	$5.5M	-4%	46k	117.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$5.2M	+93%	90k	58.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$5.2M		115k	45.49	View chart
Broadcom (AVGO)	0.6	$4.7M	+6%	12k	377.74	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$4.5M		88k	51.00	View chart
CSX Corporation (CSX)	0.6	$4.5M		94k	47.53	View chart
Meta Platforms Cl A (META)	0.6	$4.4M		7.8k	563.30	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.6	$4.3M		55k	77.58	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.6	$4.2M		124k	33.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$4.1M		69k	59.69	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.6M		26k	136.72	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.4	$3.3M	+2%	75k	43.61	View chart
Applovin Corp Com Cl A (APP)	0.4	$3.1M		6.0k	515.23	View chart
Cisco Systems (CSCO)	0.4	$3.1M		26k	117.46	View chart
Tesla Motors (TSLA)	0.4	$3.0M	+12%	7.2k	420.63	View chart
Micron Technology (MU)	0.4	$3.0M	+13%	2.6k	1154.38	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$3.0M		4.00	748850.00	View chart
Johnson & Johnson (JNJ)	0.4	$2.7M		11k	253.97	View chart
Blackrock (BLK)	0.4	$2.6M		2.7k	961.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.5M		7.6k	327.32	View chart
Kla Corp Com New (KLAC)	0.3	$2.5M	+909%	8.2k	301.73	View chart
Intel Corporation (INTC)	0.3	$2.5M	+5%	18k	139.63	View chart
Procter & Gamble Company (PG)	0.3	$2.4M		16k	146.64	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$2.1M	+11%	46k	45.70	View chart
Lennox International (LII)	0.3	$2.1M		3.6k	572.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$2.0M		40k	50.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.9M	-30%	2.6k	746.82	View chart
Eli Lilly & Co. (LLY)	0.3	$1.9M	+2%	1.6k	1199.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M		24k	71.25	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.7M	+213%	74k	22.78	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$1.7M		5.5k	302.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.6M	NEW	57k	28.96	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.6M		5.3k	298.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	-21%	3.1k	500.39	View chart
Pepsi (PEP)	0.2	$1.5M		11k	135.40	View chart
Advanced Micro Devices (AMD)	0.2	$1.5M	+15%	2.5k	580.91	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$1.3M	+2%	56k	23.71	View chart
Prosperity Bancshares (PB)	0.2	$1.3M	-37%	18k	73.03	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.2M	+6%	2.8k	433.39	View chart
Emcor (EME)	0.2	$1.2M		1.5k	829.92	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M	-29%	11k	110.15	View chart
ConocoPhillips (COP)	0.2	$1.2M		11k	103.96	View chart
Amphenol Corp Cl A (APH)	0.2	$1.2M		6.7k	176.31	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.2M	+3%	12k	96.46	View chart
Dell Technologies CL C (DELL)	0.2	$1.2M		2.7k	431.52	View chart
Coca-Cola Company (KO)	0.2	$1.2M		14k	81.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M		23k	50.58	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-2%	1.1k	935.14	View chart
American Express Company (AXP)	0.1	$1.1M		3.1k	338.26	View chart
Metropcs Communications (TMUS)	0.1	$1.0M	-13%	6.1k	167.73	View chart
Northern Trust Corporation (NTRS)	0.1	$1.0M		5.8k	173.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M	NEW	7.3k	137.53	View chart
Citigroup Com New (C)	0.1	$986k		7.0k	139.96	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$955k	NEW	36k	26.23	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$929k		36k	26.15	View chart
Booking Holdings (BKNG)	0.1	$920k	+2347%	5.2k	178.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$917k		18k	50.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$913k	NEW	4.0k	227.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$913k	NEW	20k	46.81	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$907k		9.8k	92.21	View chart
Gamestop Corp Cl A Put Option (GME)	0.1	$892k	+292%	40k	22.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$866k		5.5k	156.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$841k	+12%	7.2k	116.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$830k	+500%	9.6k	86.14	View chart
New York Life Invts Active E Mack Mu Insd Etf (MMIN)	0.1	$824k		34k	24.21	View chart
Progressive Corporation (PGR)	0.1	$787k		3.6k	218.48	View chart
Hartford Financial Services (HIG)	0.1	$784k		5.9k	132.52	View chart
Bank of America Corporation (BAC)	0.1	$782k	+4%	14k	56.98	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$782k	NEW	15k	52.72	View chart
Novartis Sponsored Adr (NVS)	0.1	$771k		4.9k	156.73	View chart
Union Pacific Corporation (UNP)	0.1	$766k		2.8k	272.04	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$759k	+51%	15k	51.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$756k		4.6k	164.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$736k	-11%	983.00	749.06	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.1	$732k		47k	15.54	View chart
Altria (MO)	0.1	$710k		9.9k	71.95	View chart
Chevron Corporation (CVX)	0.1	$706k		4.3k	165.74	View chart
UnitedHealth (UNH)	0.1	$687k	-14%	1.7k	415.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$675k		7.9k	85.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$670k	+300%	5.4k	124.18	View chart
Wells Fargo & Company (WFC)	0.1	$670k		8.1k	82.64	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$654k	+84%	12k	55.57	View chart
Enterprise Products Partners (EPD)	0.1	$646k		18k	36.76	View chart
Philip Morris International (PM)	0.1	$639k	-14%	3.5k	180.91	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$637k		36k	17.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$634k	-62%	862.00	736.00	View chart
Walt Disney Company (DIS)	0.1	$631k		6.6k	96.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$619k		13k	46.15	View chart
Uber Technologies (UBER)	0.1	$615k		8.5k	72.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$601k		5.6k	107.62	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$595k	-7%	47k	12.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$590k		1.2k	509.55	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$585k	NEW	11k	52.34	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$559k	-18%	16k	34.27	View chart
Cigna Corp (CI)	0.1	$559k	-4%	2.0k	275.68	View chart
Southstate Bk Corp (SSB)	0.1	$554k		5.5k	99.91	View chart
Enbridge (ENB)	0.1	$547k		10k	54.21	View chart
Carrier Global Corporation (CARR)	0.1	$545k	-7%	7.4k	73.35	View chart
Caterpillar (CAT)	0.1	$518k		486.00	1064.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$517k		6.9k	74.90	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$505k		6.1k	82.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$501k	NEW	3.1k	161.55	View chart
Marvell Technology (MRVL)	0.1	$495k	NEW	1.7k	297.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$489k	+19%	1.3k	368.38	View chart
Amgen (AMGN)	0.1	$485k	+2%	1.3k	362.20	View chart
FedEx Corporation (FDX)	0.1	$475k		1.5k	313.10	View chart
Applied Materials (AMAT)	0.1	$474k	NEW	656.00	723.00	View chart
Verizon Communications (VZ)	0.1	$468k	+13%	11k	42.34	View chart
Kinder Morgan (KMI)	0.1	$465k		15k	31.97	View chart
Ge Vernova (GEV)	0.1	$458k		390.00	1174.86	View chart
ResMed (RMD)	0.1	$443k	-2%	2.3k	194.87	View chart
Abbvie (ABBV)	0.1	$439k	-18%	1.7k	251.64	View chart
Valero Energy Corporation (VLO)	0.1	$439k		1.7k	260.43	View chart
Goldman Sachs (GS)	0.1	$430k	+2%	425.00	1012.05	View chart
General Dynamics Corporation (GD)	0.1	$409k		1.2k	354.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$404k	+8%	7.4k	54.63	View chart
Lamar Advertising Cl A (LAMR)	0.1	$404k		2.6k	155.97	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$403k	NEW	8.0k	50.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$401k		1.9k	212.82	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$399k	+2%	2.2k	177.47	View chart
Gilead Sciences (GILD)	0.1	$399k		3.2k	126.35	View chart
McDonald's Corporation (MCD)	0.1	$398k	-4%	1.5k	270.39	View chart
Phillips 66 (PSX)	0.1	$398k		2.4k	169.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$397k		1.7k	236.60	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$396k		7.9k	49.89	View chart
Kite Realty Group Trust Com New (KRG)	0.1	$393k		14k	28.38	View chart
International Business Machines (IBM)	0.1	$390k		1.4k	281.11	View chart
Palo Alto Networks (PANW)	0.1	$387k	NEW	1.1k	341.02	View chart
At&t (T)	0.1	$385k	-14%	19k	20.70	View chart
Ge Aerospace Com New (GE)	0.0	$371k		994.00	373.57	View chart
Pfizer (PFE)	0.0	$371k	-39%	15k	24.08	View chart
AmerisourceBergen (COR)	0.0	$366k		1.3k	283.00	View chart
Oracle Corporation (ORCL)	0.0	$365k		2.5k	146.55	View chart
EQT Corporation (EQT)	0.0	$362k		6.8k	53.17	View chart
Boeing Company (BA)	0.0	$357k		1.6k	216.47	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$353k	-16%	28k	12.52	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$348k	NEW	5.8k	59.71	View chart
Core Scientific (CORZ)	0.0	$334k	-60%	13k	25.59	View chart
Merck & Co (MRK)	0.0	$328k	+5%	2.5k	128.50	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$327k		4.0k	82.63	View chart
Te Connectivity Ord Shs (TEL)	0.0	$327k	+5%	1.6k	201.57	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$323k		6.1k	52.76	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$322k		4.1k	77.93	View chart
Duke Energy Corp Com New (DUK)	0.0	$322k		2.5k	126.56	View chart
Capital One Financial (COF)	0.0	$321k		1.6k	200.68	View chart
Lowe's Companies (LOW)	0.0	$316k	-8%	1.4k	220.49	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$313k		18k	17.73	View chart
Sandisk Corp (SNDK)	0.0	$312k	NEW	137.00	2273.73	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$305k	NEW	6.1k	50.37	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$303k		6.7k	44.99	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$301k	NEW	5.9k	50.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$293k	NEW	447.00	655.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$291k		845.00	343.91	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$288k		5.4k	53.47	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$286k	NEW	9.5k	30.17	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$281k	NEW	141.00	1989.44	View chart
Starbucks Corporation (SBUX)	0.0	$276k		2.7k	102.18	View chart
Charles Schwab Corporation (SCHW)	0.0	$275k	-6%	3.0k	92.26	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$274k		9.9k	27.61	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$274k		9.0k	30.49	View chart
Independence Realty Trust In (IRT)	0.0	$273k		16k	16.69	View chart
Morgan Stanley Com New (MS)	0.0	$272k	+5%	1.3k	209.04	View chart
Home BancShares (HOMB)	0.0	$270k		9.5k	28.55	View chart
Corning Incorporated (GLW)	0.0	$268k	NEW	1.1k	255.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$268k	+8%	3.5k	76.55	View chart
Netflix (NFLX)	0.0	$266k	+22%	3.7k	71.40	View chart
Vistra Energy (VST)	0.0	$264k		1.7k	158.66	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.0	$262k	NEW	11k	24.25	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$261k		5.4k	48.49	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$258k		27k	9.57	View chart
Western Digital (WDC)	0.0	$258k	NEW	404.00	638.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$257k	NEW	337.00	763.14	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$256k		6.8k	37.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$256k		3.5k	73.41	View chart
Fidelity Ethereum SHS (FETH)	0.0	$253k	NEW	16k	15.74	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$252k		4.9k	51.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$250k	+2%	1.3k	189.71	View chart
Fs Kkr Capital Corp (FSK)	0.0	$243k	+4%	23k	10.50	View chart
Thomsoncorp (TRI)	0.0	$239k	NEW	2.9k	81.67	View chart
UGI Corporation (UGI)	0.0	$237k	-2%	6.9k	34.54	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$237k	NEW	2.4k	100.28	View chart
American Tower Reit (AMT)	0.0	$234k	NEW	1.4k	163.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$232k		956.00	242.92	View chart
Edwards Lifesciences (EW)	0.0	$231k	NEW	2.5k	90.47	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$230k		9.5k	24.27	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$229k		2.8k	81.36	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$228k	NEW	9.7k	23.52	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$226k		15k	15.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$225k	-54%	2.2k	103.96	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$224k		3.6k	61.46	View chart
Republic Services (RSG)	0.0	$222k		1.0k	213.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$213k	-75%	445.00	477.57	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$211k	NEW	3.2k	65.61	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$210k	NEW	401.00	522.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$204k	NEW	3.2k	64.51	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$202k	NEW	474.00	426.40	View chart
Mattel (MAT)	0.0	$202k		15k	13.88	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$197k	+111%	23k	8.75	View chart
Golub Capital BDC (GBDC)	0.0	$176k		14k	12.88	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$146k	+2%	15k	9.64	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$136k	+2%	23k	5.83	View chart
Tcg Bdc (CGBD)	0.0	$129k		12k	10.53	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$96k	NEW	10k	9.48	View chart
Venu Hldg Corp (VENU)	0.0	$45k	+100%	20k	2.27	View chart
Mustang Bio (MBIO)	0.0	$24k	+63%	34k	0.70	View chart
Genius Group Shs New (GNS)	0.0	$2.8k		15k	0.19	View chart

Past Filings by CFO4Life Group

SEC 13F filings are viewable for CFO4Life Group going back to 2017

CFO4Life Group 2026 Q2 filed Aug. 12, 2026
CFO4Life Group 2026 Q1 filed May 11, 2026
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

View all past filings

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