CFO4Life

CFO4Life Group as of Dec. 31, 2024

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 219 positions in its portfolio as reported in the December 2024 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) 8.2 $47M 87k 538.81
United Parcel Service CL B (UPS) 7.0 $40M 316k 126.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.8 $33M 578k 57.53
Apple (AAPL) 5.6 $32M 128k 250.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.6 $32M 178k 178.08
Ishares Tr Msci Usa Value (VLUE) 5.0 $28M 268k 105.61
Ishares Tr Msci Usa Mmentm (MTUM) 4.5 $26M 124k 206.92
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.3 $19M 162k 115.55
Microsoft Corporation (MSFT) 3.0 $17M 41k 421.50
Wal-Mart Stores (WMT) 2.8 $16M 178k 90.35
Amazon (AMZN) 2.2 $13M 58k 219.39
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.2 $12M 246k 50.15
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.2 $12M 242k 50.71
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $11M 94k 115.22
Visa Com Cl A (V) 1.6 $9.1M 29k 316.04
Home Depot (HD) 1.6 $9.0M 23k 388.99
Darling International (DAR) 1.4 $8.0M 237k 33.69
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $7.6M 26k 289.81
Mastercard Incorporated Cl A (MA) 1.2 $7.0M 13k 526.57
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $6.4M 56k 115.18
Waste Management (WM) 1.0 $5.6M 28k 201.79
Ishares Tr Core Msci Total (IXUS) 0.9 $5.4M 82k 66.14
Alphabet Cap Stk Cl C (GOOG) 0.9 $5.4M 28k 190.44
Alphabet Cap Stk Cl A (GOOGL) 0.9 $5.1M 27k 189.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $4.9M 109k 44.87
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $4.9M 114k 42.97
NVIDIA Corporation (NVDA) 0.8 $4.8M 35k 134.29
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $4.7M 140k 33.34
Meta Platforms Cl A (META) 0.8 $4.3M 7.3k 585.55
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.7 $3.8M 50k 75.99
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $3.7M 110k 33.33
Blackrock (BLK) 0.6 $3.3M 3.2k 1025.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.3M 74k 44.04
Procter & Gamble Company (PG) 0.5 $3.1M 19k 167.65
CSX Corporation (CSX) 0.5 $3.1M 95k 32.27
Applovin Corp Com Cl A (APP) 0.5 $3.0M 9.3k 323.83
Exxon Mobil Corporation (XOM) 0.5 $2.8M 26k 107.57
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.6M 51k 50.37
JPMorgan Chase & Co. (JPM) 0.4 $2.5M 10k 239.70
Broadcom (AVGO) 0.4 $2.4M 10k 231.85
Prosperity Bancshares (PB) 0.4 $2.2M 29k 75.35
Pepsi (PEP) 0.4 $2.2M 14k 152.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 3.7k 586.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.1M 4.6k 453.28
Lennox International (LII) 0.4 $2.1M 3.4k 609.36
Blackstone Secd Lending Common Stock (BXSL) 0.4 $2.0M 63k 32.31
Metropcs Communications (TMUS) 0.4 $2.0M 9.1k 220.73
Booking Holdings (BKNG) 0.3 $1.9M 376.00 4972.06
Ishares Tr Core Total Usd (IUSB) 0.3 $1.8M 39k 45.20
Tesla Motors (TSLA) 0.3 $1.7M 4.2k 403.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 3.3k 511.15
Cisco Systems (CSCO) 0.3 $1.7M 28k 59.20
Johnson & Johnson (JNJ) 0.3 $1.5M 10k 144.62
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $1.4M 15k 92.59
Texas Instruments Incorporated (TXN) 0.2 $1.4M 7.3k 187.52
Bank of America Corporation (BAC) 0.2 $1.3M 31k 43.95
UnitedHealth (UNH) 0.2 $1.3M 2.5k 505.91
ConocoPhillips (COP) 0.2 $1.2M 12k 99.17
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $1.2M 29k 40.48
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.1M 23k 50.47
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 13k 88.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.0M 22k 47.82
Coca-Cola Company (KO) 0.2 $1.0M 17k 62.26
American Express Company (AXP) 0.2 $1.0M 3.4k 296.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 20k 50.13
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $999k 20k 51.25
Ishares Tr Core S&p500 Etf (IVV) 0.2 $998k 1.7k 588.85
Enterprise Products Partners (EPD) 0.2 $996k 32k 31.36
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $985k 11k 90.42
Costco Wholesale Corporation (COST) 0.2 $969k 1.1k 916.56
Ishares Tr Russell 2000 Etf (IWM) 0.2 $953k 4.3k 220.96
Parker-Hannifin Corporation (PH) 0.2 $941k 1.5k 636.17
MPLX Com Unit Rep Ltd (MPLX) 0.2 $919k 19k 47.86
Fiserv (FI) 0.2 $914k 4.4k 205.42
Walt Disney Company (DIS) 0.2 $896k 8.0k 111.34
Applied Materials (AMAT) 0.2 $890k 5.5k 162.64
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $872k 58k 15.00
Reddit Cl A (RDDT) 0.2 $868k 5.3k 163.44
Lockheed Martin Corporation (LMT) 0.2 $863k 1.8k 485.96
Progressive Corporation (PGR) 0.1 $849k 3.5k 239.61
Chubb (CB) 0.1 $825k 3.0k 276.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $822k 2.0k 401.63
Eli Lilly & Co. (LLY) 0.1 $803k 1.0k 772.25
Hartford Financial Services (HIG) 0.1 $803k 7.3k 109.40
Union Pacific Corporation (UNP) 0.1 $796k 3.5k 228.03
Docusign (DOCU) 0.1 $778k 8.6k 89.94
Pfizer (PFE) 0.1 $762k 29k 26.53
Emcor (EME) 0.1 $757k 1.7k 453.90
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $744k 42k 17.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $737k 1.8k 410.41
Chevron Corporation (CVX) 0.1 $725k 5.0k 144.85
Global X Fds Us Pfd Etf (PFFD) 0.1 $724k 37k 19.51
NetApp (NTAP) 0.1 $705k 6.1k 116.09
Enbridge (ENB) 0.1 $705k 17k 42.43
At&t (T) 0.1 $705k 31k 22.77
Qualcomm (QCOM) 0.1 $702k 4.6k 153.61
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $696k 29k 23.84
Nextera Energy (NEE) 0.1 $694k 9.7k 71.69
Ishares Tr National Mun Etf (MUB) 0.1 $678k 6.4k 106.55
Northern Trust Corporation (NTRS) 0.1 $650k 6.3k 102.51
Ishares Tr Core Msci Eafe (IEFA) 0.1 $649k 9.2k 70.28
BlackRock Enhanced Capital and Income (CII) 0.1 $646k 32k 20.10
Wells Fargo & Company (WFC) 0.1 $644k 9.2k 70.24
Novartis Sponsored Adr (NVS) 0.1 $644k 6.6k 97.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $624k 8.7k 71.91
ResMed (RMD) 0.1 $594k 2.6k 228.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $592k 4.6k 128.62
Leidos Holdings (LDOS) 0.1 $578k 4.0k 144.06
Philip Morris International (PM) 0.1 $572k 4.7k 120.36
Abbvie (ABBV) 0.1 $568k 3.2k 177.70
Amgen (AMGN) 0.1 $560k 2.2k 260.64
McDonald's Corporation (MCD) 0.1 $555k 1.9k 289.96
Carrier Global Corporation (CARR) 0.1 $554k 8.1k 68.26
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $552k 32k 17.52
Citigroup Com New (C) 0.1 $544k 7.7k 70.39
Independence Realty Trust In (IRT) 0.1 $535k 27k 19.84
Independent Bank 0.1 $528k 8.7k 60.67
Palantir Technologies Cl A (PLTR) 0.1 $525k 6.9k 75.63
Altria (MO) 0.1 $525k 10k 52.29
FedEx Corporation (FDX) 0.1 $493k 1.8k 281.38
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $450k 6.4k 70.00
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $435k 4.7k 92.73
Lamar Advertising Cl A (LAMR) 0.1 $429k 3.5k 121.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $427k 18k 23.18
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $426k 4.4k 96.90
Fs Kkr Capital Corp (FSK) 0.1 $423k 20k 21.72
Duke Energy Corp Com New (DUK) 0.1 $421k 3.9k 107.74
Kinder Morgan (KMI) 0.1 $416k 15k 27.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $413k 7.3k 56.38
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $412k 6.2k 67.03
Oracle Corporation (ORCL) 0.1 $412k 2.5k 166.63
Home BancShares (HOMB) 0.1 $403k 14k 28.30
Gilead Sciences (GILD) 0.1 $394k 4.3k 92.38
Ishares Core Msci Emkt (IEMG) 0.1 $393k 7.5k 52.22
Charles Schwab Corporation (SCHW) 0.1 $393k 5.3k 74.01
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $386k 9.3k 41.40
Verizon Communications (VZ) 0.1 $383k 9.6k 39.99
Goldman Sachs (GS) 0.1 $372k 650.00 572.73
Oxford Lane Cap Corp (OXLC) 0.1 $365k 72k 5.07
Comcast Corp Cl A (CMCSA) 0.1 $359k 9.6k 37.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $346k 1.8k 197.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $346k 1.4k 242.13
Ishares Tr Modert Alloc Etf (AOM) 0.1 $345k 7.9k 43.44
Netflix (NFLX) 0.1 $341k 382.00 891.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $337k 1.9k 175.26
Pimco Dynamic Income SHS (PDI) 0.1 $336k 18k 18.34
Kite Rlty Group Tr Com New (KRG) 0.1 $331k 13k 25.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $325k 1.2k 264.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $321k 2.7k 117.48
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $319k 1.5k 213.30
Tenet Healthcare Corp Com New (THC) 0.1 $313k 2.5k 126.23
Fidelity National Information Services (FIS) 0.1 $308k 3.8k 80.76
American Airls (AAL) 0.1 $303k 17k 17.43
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $300k 6.2k 48.29
Air Products & Chemicals (APD) 0.1 $297k 1.0k 290.14
Caterpillar (CAT) 0.1 $295k 814.00 362.89
AmerisourceBergen (COR) 0.1 $291k 1.3k 224.75
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $290k 1.5k 195.84
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $286k 15k 19.59
Starbucks Corporation (SBUX) 0.0 $282k 3.1k 91.25
Edison International (EIX) 0.0 $281k 3.5k 79.83
Phillips 66 (PSX) 0.0 $278k 2.4k 113.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $277k 4.7k 58.93
Intel Corporation (INTC) 0.0 $276k 14k 20.05
Ishares Tr Russell 3000 Etf (IWV) 0.0 $275k 824.00 334.25
Medtronic SHS (MDT) 0.0 $272k 3.4k 79.88
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $269k 3.0k 90.93
Raytheon Technologies Corp (RTX) 0.0 $267k 2.3k 115.74
Ishares Tr Select Divid Etf (DVY) 0.0 $263k 2.0k 131.29
Merck & Co (MRK) 0.0 $262k 2.6k 99.48
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $262k 4.3k 61.52
salesforce (CRM) 0.0 $258k 772.00 334.33
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $258k 39k 6.64
Select Sector Spdr Tr Technology (XLK) 0.0 $256k 1.1k 232.52
PIMCO Corporate Opportunity Fund (PTY) 0.0 $251k 18k 14.37
Honeywell International (HON) 0.0 $250k 1.1k 225.97
Servicenow (NOW) 0.0 $249k 235.00 1060.12
Boeing Company (BA) 0.0 $247k 1.4k 177.01
Bristol Myers Squibb (BMY) 0.0 $246k 4.4k 56.56
Ishares Tr Exponential Tech (XT) 0.0 $236k 4.0k 59.67
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $236k 9.6k 24.65
Danaher Corporation (DHR) 0.0 $235k 1.0k 229.52
Linde SHS (LIN) 0.0 $235k 561.00 418.67
Abbott Laboratories (ABT) 0.0 $235k 2.1k 113.09
Truist Financial Corp equities (TFC) 0.0 $233k 5.4k 43.38
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.0 $232k 4.7k 49.03
Vanguard Index Fds Large Cap Etf (VV) 0.0 $228k 845.00 269.70
American Tower Reit (AMT) 0.0 $227k 1.2k 183.48
Agnc Invt Corp Com reit (AGNC) 0.0 $226k 25k 9.21
Thermo Fisher Scientific (TMO) 0.0 $224k 431.00 520.23
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $221k 3.0k 74.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $221k 519.00 425.57
Intuitive Surgical Com New (ISRG) 0.0 $217k 416.00 521.96
Intuit (INTU) 0.0 $217k 345.00 628.50
Republic Services (RSG) 0.0 $216k 1.1k 201.18
Owl Rock Capital Corporation (OBDC) 0.0 $210k 14k 15.12
Eagle Pt Cr (ECC) 0.0 $209k 24k 8.88
Gamestop Corp Cl A (GME) 0.0 $204k 6.5k 31.34
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $202k 6.4k 31.62
Bloom Energy Corp Com Cl A (BE) 0.0 $202k 9.1k 22.21
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $201k 3.8k 53.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $201k 1.0k 198.22
Xenia Hotels & Resorts (XHR) 0.0 $196k 13k 14.86
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $195k 24k 8.28
Solar Cap (SLRC) 0.0 $194k 12k 16.16
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $190k 10k 18.38
Golub Capital BDC (GBDC) 0.0 $181k 12k 15.16
Sachem Cap (SACH) 0.0 $158k 117k 1.35
Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $140k 17k 8.22
Cushman Wakefield SHS (CWK) 0.0 $135k 10k 13.08
Goldman Sachs Bdc SHS (GSBD) 0.0 $134k 11k 12.10
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $127k 16k 8.06
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $112k 13k 8.42
Natwest Group Spons Adr (NWG) 0.0 $111k 11k 10.17
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $100k 14k 7.38
Ares Coml Real Estate (ACRE) 0.0 $100k 17k 5.89
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $99k 36k 2.72
Brightspire Capital Com Cl A (BRSP) 0.0 $82k 15k 5.64
Medical Properties Trust (MPW) 0.0 $55k 14k 3.95