CFO4Life
Latest statistics and disclosures from CFO4Life Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, DYNF, IEFA, QUAL, UPS, and represent 34.65% of CFO4Life Group's stock portfolio.
- Added to shares of these 10 stocks: VOO, VGSH, GOVT, MMIT, VT, DIVO, BIZD, VXUS, PAGP, MSDL.
- Started 6 new stock positions in CGBD, OWL, PAGP, GOVT, MSDL, VENU.
- Reduced shares in these 10 stocks: VUSB, MSFT, AAPL, DAR, NVDA, , GOOG, GOOGL, LII, JPM.
- Sold out of its positions in AGNC, ABT, AMT, AMAT, ACRE, BRSP, CTAS, DHR, DX, ECC.
- CFO4Life Group was a net seller of stock by $-29M.
- CFO4Life Group has $656M in assets under management (AUM), dropping by -6.49%.
- Central Index Key (CIK): 0001706351
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Portfolio Holdings for CFO4Life Group
CFO4Life Group holds 210 positions in its portfolio as reported in the March 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) | 13.2 | $86M | 145k | 597.55 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.5 | $42M | 729k | 58.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.2 | $34M | 379k | 90.53 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.1 | $34M | 175k | 191.81 |
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| United Parcel Svcs CL B (UPS) | 4.7 | $31M | 311k | 98.38 |
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| Apple (AAPL) | 4.6 | $30M | -4% | 120k | 253.79 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.5 | $16M | 326k | 49.99 |
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| Microsoft Corporation (MSFT) | 2.4 | $16M | -8% | 42k | 370.17 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.2 | $15M | 61k | 239.99 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.1 | $14M | 353k | 39.48 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.0 | $13M | 166k | 77.38 |
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| Amazon (AMZN) | 1.9 | $12M | -3% | 59k | 208.27 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.9 | $12M | -17% | 244k | 49.78 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.8 | $12M | +4% | 499k | 24.11 |
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| Darling International (DAR) | 1.8 | $12M | -8% | 194k | 61.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $11M | -5% | 88k | 124.31 |
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| Ishares Tr Msci Usa Value (VLUE) | 1.4 | $9.0M | -2% | 63k | 142.19 |
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| Visa Com Cl A (V) | 1.3 | $8.5M | -2% | 28k | 302.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $8.5M | 26k | 320.81 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $8.1M | 144k | 56.68 |
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| Home Depot (HD) | 1.2 | $8.1M | -2% | 25k | 328.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $7.7M | -9% | 27k | 286.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $7.5M | -9% | 26k | 287.56 |
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| Wal-Mart Stores (WMT) | 1.1 | $7.1M | -3% | 57k | 124.28 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $7.0M | -2% | 56k | 125.13 |
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| Ishares Tr Core Msci Total (IXUS) | 1.1 | $6.9M | 80k | 86.64 |
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| NVIDIA Corporation (NVDA) | 1.0 | $6.9M | -13% | 40k | 174.40 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $6.3M | -4% | 13k | 499.67 |
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| Waste Management (WM) | 0.9 | $6.0M | 26k | 229.79 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.9 | $5.8M | 135k | 43.13 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $5.8M | -3% | 49k | 118.60 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $5.3M | +2% | 116k | 45.62 |
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| Meta Platforms Cl A (META) | 0.7 | $4.5M | -5% | 7.9k | 572.14 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $4.5M | -5% | 88k | 50.98 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $4.4M | -2% | 26k | 169.66 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.7 | $4.3M | +3% | 55k | 77.59 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.6 | $4.2M | +3% | 124k | 33.74 |
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| CSX Corporation (CSX) | 0.6 | $3.9M | 94k | 41.05 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $3.8M | 70k | 54.05 |
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| Broadcom (AVGO) | 0.5 | $3.6M | -11% | 12k | 309.50 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.5 | $3.2M | -2% | 74k | 43.59 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.9M | 4.00 | 718140.00 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.7M | +29% | 46k | 58.54 |
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| Blackrock (BLK) | 0.4 | $2.6M | 2.7k | 961.69 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.5M | -2% | 10k | 244.45 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.4M | 3.8k | 650.37 |
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| Applovin Corp Com Cl A (APP) | 0.4 | $2.4M | -4% | 6.0k | 398.00 |
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| Tesla Motors (TSLA) | 0.4 | $2.4M | -9% | 6.4k | 371.78 |
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| Procter & Gamble Company (PG) | 0.4 | $2.4M | -4% | 16k | 144.44 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | -23% | 7.5k | 294.16 |
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| Cisco Systems (CSCO) | 0.3 | $2.1M | -6% | 27k | 77.59 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $2.0M | +2% | 40k | 50.61 |
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| Prosperity Bancshares (PB) | 0.3 | $1.9M | 29k | 67.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.9M | -18% | 3.9k | 479.20 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $1.8M | +16% | 41k | 44.85 |
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| Pepsi (PEP) | 0.3 | $1.7M | -17% | 11k | 155.30 |
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| Lennox International (LII) | 0.3 | $1.7M | -31% | 3.6k | 464.11 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.6M | 16k | 102.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | -4% | 24k | 64.08 |
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| ConocoPhillips (COP) | 0.2 | $1.5M | 11k | 132.00 |
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| Metropcs Communications (TMUS) | 0.2 | $1.5M | -4% | 7.0k | 210.04 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | -17% | 1.5k | 919.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.3M | -21% | 2.3k | 577.06 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.3M | -18% | 55k | 23.69 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.2M | -15% | 810.00 | 1472.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -20% | 1.2k | 996.03 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | 23k | 49.89 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | 12k | 92.74 |
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| Emcor (EME) | 0.2 | $1.1M | -2% | 1.5k | 738.23 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | -7% | 14k | 76.05 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | -35% | 5.4k | 194.13 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $936k | -7% | 6.4k | 146.28 |
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| American Express Company (AXP) | 0.1 | $936k | 3.1k | 302.45 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $923k | 10k | 92.28 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $920k | +3% | 18k | 50.63 |
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| Booking Holdings (BKNG) | 0.1 | $887k | -2% | 211.00 | 4203.33 |
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| Chevron Corporation (CVX) | 0.1 | $887k | -6% | 4.3k | 206.88 |
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| Amphenol Corp Cl A (APH) | 0.1 | $844k | 6.7k | 126.36 |
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| Northern Trust Corporation (NTRS) | 0.1 | $810k | -2% | 5.8k | 139.57 |
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| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.1 | $799k | 34k | 23.71 |
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| Citigroup Com New (C) | 0.1 | $791k | -4% | 7.0k | 113.40 |
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| Hartford Financial Services (HIG) | 0.1 | $790k | 5.8k | 135.24 |
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| Micron Technology (MU) | 0.1 | $782k | +3% | 2.3k | 337.84 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $765k | -12% | 5.0k | 152.76 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $756k | +63% | 5.5k | 138.31 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $751k | -15% | 5.5k | 135.49 |
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| BlackRock Enhanced Capital and Income (CII) | 0.1 | $742k | +6% | 35k | 21.02 |
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| Intel Corporation (INTC) | 0.1 | $736k | 17k | 44.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $729k | +11% | 1.1k | 653.28 |
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| Progressive Corporation (PGR) | 0.1 | $722k | 3.6k | 198.24 |
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| Pfizer (PFE) | 0.1 | $718k | -5% | 26k | 28.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $701k | 1.6k | 436.91 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $699k | -3% | 1.2k | 604.43 |
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| Philip Morris International (PM) | 0.1 | $685k | 4.1k | 165.34 |
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| Union Pacific Corporation (UNP) | 0.1 | $675k | -25% | 2.8k | 242.59 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $673k | -37% | 20k | 33.47 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $667k | -3% | 46k | 14.42 |
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| Enterprise Products Partners (EPD) | 0.1 | $656k | -37% | 17k | 37.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $655k | 4.6k | 142.43 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $654k | +57% | 51k | 12.80 |
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| Altria (MO) | 0.1 | $645k | 9.8k | 65.99 |
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| Bank of America Corporation (BAC) | 0.1 | $643k | -12% | 13k | 48.75 |
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| Wells Fargo & Company (WFC) | 0.1 | $643k | +12% | 8.1k | 79.61 |
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| Walt Disney Company (DIS) | 0.1 | $641k | -8% | 6.7k | 96.39 |
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| At&t (T) | 0.1 | $629k | -22% | 22k | 28.99 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.1 | $625k | 36k | 17.44 |
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| Uber Technologies (UBER) | 0.1 | $620k | -6% | 8.6k | 71.93 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $620k | 1.8k | 337.95 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $620k | 13k | 46.19 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $605k | +63% | 7.8k | 77.11 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $593k | -5% | 5.6k | 106.15 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $578k | +25% | 9.8k | 59.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $575k | 1.3k | 426.38 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $569k | -28% | 2.7k | 213.69 |
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| Cigna Corp (CI) | 0.1 | $563k | -2% | 2.1k | 266.75 |
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| Enbridge (ENB) | 0.1 | $547k | -24% | 10k | 54.14 |
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| FedEx Corporation (FDX) | 0.1 | $539k | -8% | 1.5k | 356.19 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $538k | NEW | 24k | 22.91 |
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| UnitedHealth (UNH) | 0.1 | $526k | -23% | 1.9k | 270.59 |
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| ResMed (RMD) | 0.1 | $522k | -8% | 2.3k | 224.52 |
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| Southstate Bk Corp (SSB) | 0.1 | $510k | 5.5k | 92.53 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $505k | 6.9k | 73.14 |
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| Core Scientific (CORZ) | 0.1 | $495k | +13% | 33k | 14.96 |
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| Verizon Communications (VZ) | 0.1 | $487k | -14% | 9.7k | 50.20 |
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| Kinder Morgan (KMI) | 0.1 | $478k | -5% | 14k | 33.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $478k | 1.1k | 430.29 |
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| McDonald's Corporation (MCD) | 0.1 | $478k | -7% | 1.5k | 310.72 |
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| Abbvie (ABBV) | 0.1 | $468k | -35% | 2.2k | 217.49 |
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| Amgen (AMGN) | 0.1 | $459k | -32% | 1.3k | 351.77 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $456k | 4.7k | 96.70 |
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| Carrier Global Corporation (CARR) | 0.1 | $453k | 8.0k | 56.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $449k | -3% | 2.2k | 203.43 |
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| EQT Corporation (EQT) | 0.1 | $441k | -7% | 6.9k | 63.64 |
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| Gilead Sciences (GILD) | 0.1 | $440k | -15% | 3.2k | 139.37 |
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| Dell Technologies CL C (DELL) | 0.1 | $438k | +9% | 2.7k | 164.11 |
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| Phillips 66 (PSX) | 0.1 | $435k | 2.4k | 182.17 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $420k | +3% | 34k | 12.40 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $419k | 6.0k | 69.75 |
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| Valero Energy Corporation (VLO) | 0.1 | $415k | 1.7k | 247.07 |
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| AmerisourceBergen (COR) | 0.1 | $411k | 1.3k | 314.08 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $400k | -13% | 5.3k | 75.19 |
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| General Dynamics Corporation (GD) | 0.1 | $394k | -12% | 1.1k | 343.22 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $385k | 2.2k | 175.66 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $376k | 7.9k | 47.37 |
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| Lowe's Companies (LOW) | 0.1 | $371k | -5% | 1.6k | 236.28 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $367k | 5.4k | 68.14 |
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| Oracle Corporation (ORCL) | 0.1 | $367k | -13% | 2.5k | 147.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $361k | 1.9k | 191.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $360k | +2% | 1.7k | 215.04 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $357k | 14k | 25.64 |
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| Goldman Sachs (GS) | 0.1 | $350k | -25% | 413.00 | 846.98 |
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| Caterpillar (CAT) | 0.1 | $342k | -22% | 483.00 | 708.46 |
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| International Business Machines (IBM) | 0.1 | $339k | -10% | 1.4k | 242.31 |
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| Ge Vernova (GEV) | 0.1 | $337k | +6% | 386.00 | 872.90 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $337k | -2% | 2.6k | 130.94 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $337k | 6.8k | 49.40 |
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| Kite Realty Group Trust Com New (KRG) | 0.1 | $336k | 14k | 24.55 |
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| Boeing Company (BA) | 0.1 | $329k | -4% | 1.7k | 199.03 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $327k | 2.6k | 126.66 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $323k | 1.5k | 208.98 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $319k | 6.4k | 50.04 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $311k | 17k | 18.40 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $299k | -16% | 3.2k | 93.97 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $298k | 6.1k | 48.93 |
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| Netflix (NFLX) | 0.0 | $293k | -32% | 3.0k | 96.15 |
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| Capital One Financial (COF) | 0.0 | $291k | -3% | 1.6k | 182.46 |
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| Merck & Co (MRK) | 0.0 | $290k | -5% | 2.4k | 120.29 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $289k | 6.7k | 43.37 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $286k | 4.1k | 69.40 |
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| Ge Aerospace Com New (GE) | 0.0 | $285k | -17% | 1.0k | 283.63 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $274k | +32% | 18k | 15.65 |
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| Ishares Tr Future Exponenti (XT) | 0.0 | $270k | 4.0k | 68.15 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $269k | 8.9k | 30.32 |
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| Innovator Etfs Trust Equity Defin 1yr (ZOCT) | 0.0 | $266k | 9.9k | 26.75 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $258k | -2% | 3.5k | 73.64 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $257k | 6.7k | 38.42 |
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| UGI Corporation (UGI) | 0.0 | $257k | -7% | 7.0k | 36.42 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $256k | 5.4k | 47.54 |
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| Home BancShares (HOMB) | 0.0 | $255k | 9.5k | 26.93 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $253k | 845.00 | 298.85 |
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| Vistra Energy (VST) | 0.0 | $251k | -5% | 1.7k | 150.36 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $249k | -39% | 1.3k | 192.89 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $248k | 4.9k | 50.66 |
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| Independence Realty Trust In (IRT) | 0.0 | $243k | -16% | 16k | 14.89 |
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| Starbucks Corporation (SBUX) | 0.0 | $241k | -6% | 2.7k | 89.58 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $240k | 3.2k | 74.35 |
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| Gamestop Corp Cl A (GME) | 0.0 | $237k | 10k | 23.04 |
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| Ptc (PTC) | 0.0 | $236k | 1.7k | 142.49 |
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| Republic Services (RSG) | 0.0 | $230k | +2% | 1.0k | 219.02 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $228k | +2% | 27k | 8.62 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $227k | NEW | 9.3k | 24.28 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $226k | -6% | 22k | 10.18 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $224k | 6.8k | 33.22 |
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| Newmont Mining Corporation (NEM) | 0.0 | $222k | -12% | 2.0k | 108.25 |
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| Mattel (MAT) | 0.0 | $214k | 15k | 14.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $207k | 952.00 | 217.24 |
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| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $207k | NEW | 15k | 13.96 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $204k | 2.8k | 72.60 |
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| Morgan Stanley Com New (MS) | 0.0 | $204k | -25% | 1.2k | 164.57 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $201k | -8% | 3.6k | 55.51 |
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| American Airls (AAL) | 0.0 | $191k | -5% | 18k | 10.74 |
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| Golub Capital BDC (GBDC) | 0.0 | $170k | +2% | 13k | 12.66 |
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| Tcg Bdc (CGBD) | 0.0 | $132k | NEW | 12k | 10.94 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $130k | +2% | 15k | 8.78 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $115k | -15% | 23k | 5.03 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $97k | NEW | 11k | 9.13 |
|
| Venu Hldg Corp (VENU) | 0.0 | $33k | NEW | 10k | 3.31 |
|
| Mustang Bio (MBIO) | 0.0 | $15k | +57% | 21k | 0.73 |
|
| Wm Technology (MAPS) | 0.0 | $8.3k | 13k | 0.66 |
|
|
| Genius Group Shs New (GNS) | 0.0 | $4.9k | 15k | 0.33 |
|
Past Filings by CFO4Life Group
SEC 13F filings are viewable for CFO4Life Group going back to 2017
- 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
- CFO4Life Group 2022 Q3 filed Oct. 19, 2022