CFO4Life

CFO4Life Group as of March 31, 2025

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 221 positions in its portfolio as reported in the March 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) 12.3 $73M 142k 513.91
United Parcel Service CL B (UPS) 5.8 $35M 316k 109.99
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.4 $32M 654k 48.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $30M 175k 170.89
Apple (AAPL) 4.8 $28M 128k 222.13
Ishares Tr Core Msci Eafe (IEFA) 4.2 $25M 334k 75.65
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.6 $16M 314k 50.00
Microsoft Corporation (MSFT) 2.6 $15M 41k 375.39
Wal-Mart Stores (WMT) 2.5 $15M 172k 87.79
Ishares Tr Msci Usa Mmentm (MTUM) 2.3 $13M 66k 202.13
Amazon (AMZN) 1.9 $11M 60k 190.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.9 $11M 196k 57.14
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.9 $11M 144k 77.43
Victory Portfolios Ii Shares Free Cash (VFLO) 1.9 $11M 324k 34.28
Visa Com Cl A (V) 1.7 $10M 29k 350.45
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $9.9M 95k 104.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.5 $8.9M 76k 118.13
Home Depot (HD) 1.4 $8.4M 23k 366.49
Ishares Tr Msci Usa Value (VLUE) 1.4 $8.1M 76k 106.65
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.3 $7.8M 324k 23.97
Darling International (DAR) 1.3 $7.6M 244k 31.24
Mastercard Incorporated Cl A (MA) 1.2 $7.3M 13k 548.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $7.2M 26k 274.84
Waste Management (WM) 1.1 $6.3M 27k 231.51
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $6.2M 57k 110.08
Ishares Tr Core Msci Total (IXUS) 1.0 $5.7M 82k 69.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $5.5M 109k 50.85
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $5.3M 116k 45.65
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $5.0M 140k 35.65
NVIDIA Corporation (NVDA) 0.8 $4.5M 41k 108.38
Meta Platforms Cl A (META) 0.7 $4.4M 7.6k 576.37
Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.3M 28k 154.64
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.3M 27k 156.23
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.7 $4.1M 54k 77.56
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.7 $4.1M 122k 33.86
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $4.1M 92k 43.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.4M 74k 45.26
Exxon Mobil Corporation (XOM) 0.6 $3.3M 28k 118.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $3.2M 4.00 798441.50
Procter & Gamble Company (PG) 0.5 $3.1M 18k 170.42
Blackrock (BLK) 0.5 $2.9M 3.1k 946.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.9M 5.4k 532.58
CSX Corporation (CSX) 0.5 $2.8M 95k 29.43
JPMorgan Chase & Co. (JPM) 0.4 $2.4M 10k 245.29
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $2.4M 47k 50.63
Applovin Corp Com Cl A (APP) 0.4 $2.3M 8.8k 264.97
Metropcs Communications (TMUS) 0.4 $2.3M 8.7k 266.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.1M 3.8k 559.42
Prosperity Bancshares (PB) 0.3 $2.1M 29k 71.37
Pepsi (PEP) 0.3 $2.0M 14k 149.94
Blackstone Secd Lending Common Stock (BXSL) 0.3 $2.0M 62k 32.36
Lennox International (LII) 0.3 $1.9M 3.4k 560.78
Cisco Systems (CSCO) 0.3 $1.7M 28k 61.71
Broadcom (AVGO) 0.3 $1.7M 10k 167.43
Booking Holdings (BKNG) 0.3 $1.7M 361.00 4601.97
Eli Lilly & Co. (LLY) 0.3 $1.5M 1.9k 826.06
Johnson & Johnson (JNJ) 0.3 $1.5M 9.2k 165.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M 3.2k 468.85
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.4M 15k 92.29
Texas Instruments Incorporated (TXN) 0.2 $1.4M 7.6k 179.70
UnitedHealth (UNH) 0.2 $1.3M 2.5k 523.80
ConocoPhillips (COP) 0.2 $1.3M 12k 105.02
Ishares Tr Core Total Usd (IUSB) 0.2 $1.2M 27k 46.08
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.2M 24k 50.66
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $1.2M 29k 40.77
Coca-Cola Company (KO) 0.2 $1.2M 16k 71.62
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 12k 93.66
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $1.1M 35k 31.38
Tesla Motors (TSLA) 0.2 $1.1M 4.2k 259.16
MPLX Com Unit Rep Ltd (MPLX) 0.2 $1.0M 19k 53.52
Progressive Corporation (PGR) 0.2 $1.0M 3.6k 283.02
Costco Wholesale Corporation (COST) 0.2 $1.0M 1.1k 946.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.0M 20k 50.83
Enterprise Products Partners (EPD) 0.2 $992k 29k 34.14
At&t (T) 0.2 $980k 35k 28.28
Ishares Tr Core S&p500 Etf (IVV) 0.2 $976k 1.7k 561.77
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $932k 10k 92.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $931k 19k 49.62
Fiserv (FI) 0.1 $875k 4.0k 220.83
Chubb (CB) 0.1 $852k 2.8k 301.97
American Express Company (AXP) 0.1 $847k 3.1k 269.03
Union Pacific Corporation (UNP) 0.1 $844k 3.6k 236.21
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $810k 59k 13.65
Chevron Corporation (CVX) 0.1 $784k 4.7k 167.30
Hartford Financial Services (HIG) 0.1 $737k 6.0k 123.74
Walt Disney Company (DIS) 0.1 $729k 7.4k 98.70
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $724k 42k 17.39
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $695k 29k 23.63
Abbvie (ABBV) 0.1 $694k 3.3k 209.52
Bank of America Corporation (BAC) 0.1 $687k 17k 41.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $672k 1.9k 361.15
Philip Morris International (PM) 0.1 $671k 4.2k 158.74
Novartis Sponsored Adr (NVS) 0.1 $668k 6.0k 111.49
Enbridge (ENB) 0.1 $660k 15k 44.31
Lockheed Martin Corporation (LMT) 0.1 $659k 1.5k 446.71
Wells Fargo & Company (WFC) 0.1 $648k 9.0k 71.79
Expedia Group Com New (EXPE) 0.1 $646k 3.8k 168.09
Pfizer (PFE) 0.1 $642k 25k 25.34
Amgen (AMGN) 0.1 $636k 2.0k 311.51
Ishares Tr National Mun Etf (MUB) 0.1 $623k 5.9k 105.44
Qualcomm (QCOM) 0.1 $622k 4.0k 153.61
Palantir Technologies Cl A (PLTR) 0.1 $613k 7.3k 84.40
Docusign (DOCU) 0.1 $612k 7.5k 81.40
Northern Trust Corporation (NTRS) 0.1 $602k 6.1k 98.65
BlackRock Enhanced Capital and Income (CII) 0.1 $597k 32k 18.47
Altria (MO) 0.1 $597k 9.9k 60.02
Emcor (EME) 0.1 $594k 1.6k 369.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $592k 4.9k 122.01
Vanguard Index Fds Growth Etf (VUG) 0.1 $585k 1.6k 370.74
Ishares Tr Russell 2000 Etf (IWM) 0.1 $580k 2.9k 199.49
ResMed (RMD) 0.1 $564k 2.5k 223.82
Fidelity National Financial Fnf Group Com (FNF) 0.1 $560k 8.6k 65.08
BioMarin Pharmaceutical (BMRN) 0.1 $559k 7.9k 70.69
Ameren Corporation (AEE) 0.1 $559k 5.6k 100.40
Citigroup Com New (C) 0.1 $549k 7.7k 70.99
Pinterest Cl A (PINS) 0.1 $537k 17k 31.00
NetApp (NTAP) 0.1 $515k 5.9k 87.84
Carrier Global Corporation (CARR) 0.1 $508k 8.0k 63.40
McDonald's Corporation (MCD) 0.1 $507k 1.6k 312.33
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $499k 30k 16.60
Verizon Communications (VZ) 0.1 $494k 11k 45.36
South State Corporation 0.1 $493k 5.3k 92.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $481k 6.4k 74.72
Reddit Cl A (RDDT) 0.1 $466k 4.4k 104.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $462k 6.3k 73.45
Spdr Gold Tr Gold Shs (GLD) 0.1 $462k 1.6k 288.14
Independence Realty Trust In (IRT) 0.1 $446k 21k 21.23
Kinder Morgan (KMI) 0.1 $432k 15k 28.53
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $423k 4.3k 98.92
Gilead Sciences (GILD) 0.1 $416k 3.7k 112.04
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $412k 4.7k 88.01
Fs Kkr Capital Corp (FSK) 0.1 $409k 20k 20.95
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $408k 6.2k 66.34
FedEx Corporation (FDX) 0.1 $406k 1.7k 243.72
Duke Energy Corp Com New (DUK) 0.1 $404k 3.3k 121.98
Netflix (NFLX) 0.1 $403k 432.00 932.53
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.1 $391k 8.8k 44.60
Starbucks Corporation (SBUX) 0.1 $364k 3.7k 98.10
AmerisourceBergen (COR) 0.1 $363k 1.3k 278.00
Pimco Dynamic Income SHS (PDI) 0.1 $363k 18k 19.80
Oracle Corporation (ORCL) 0.1 $359k 2.6k 139.80
Intel Corporation (INTC) 0.1 $353k 16k 22.71
Ishares Tr Core 40/60 Moder (AOM) 0.1 $348k 7.9k 43.88
Oxford Lane Cap Corp 0.1 $347k 73k 4.72
Charles Schwab Corporation (SCHW) 0.1 $344k 4.4k 78.29
Lamar Advertising Cl A (LAMR) 0.1 $339k 3.0k 113.76
Innovator Etfs Trust Equity Jan 20227 (TJAN) 0.1 $335k 13k 25.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $331k 2.9k 115.95
Owl Rock Capital Corporation (OBDC) 0.1 $327k 22k 14.66
Global X Fds Us Pfd Etf (PFFD) 0.1 $322k 17k 19.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $320k 1.8k 173.28
Ishares Core Msci Emkt (IEMG) 0.1 $319k 5.9k 53.97
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $308k 7.1k 43.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $308k 14k 22.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $307k 1.6k 193.96
Phillips 66 (PSX) 0.1 $304k 2.5k 123.50
Linde SHS (LIN) 0.1 $303k 651.00 465.64
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $297k 6.2k 47.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $294k 4.7k 62.09
Kite Rlty Group Tr Com New (KRG) 0.0 $293k 13k 22.37
Abbott Laboratories (ABT) 0.0 $293k 2.2k 132.65
American Tower Reit (AMT) 0.0 $292k 1.3k 217.67
Comcast Corp Cl A (CMCSA) 0.0 $290k 7.9k 36.90
Bristol Myers Squibb (BMY) 0.0 $285k 4.7k 60.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $284k 1.7k 166.00
Raytheon Technologies Corp (RTX) 0.0 $284k 2.1k 132.48
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $272k 15k 18.59
Home BancShares (HOMB) 0.0 $270k 9.5k 28.27
Ge Aerospace Com New (GE) 0.0 $266k 1.3k 200.21
Ishares Tr Russell 3000 Etf (IWV) 0.0 $262k 824.00 317.64
Ishares Tr Select Divid Etf (DVY) 0.0 $255k 1.9k 134.29
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $254k 4.3k 59.59
Agnc Invt Corp Com reit (AGNC) 0.0 $254k 27k 9.58
PIMCO Corporate Opportunity Fund (PTY) 0.0 $252k 18k 14.46
Merck & Co (MRK) 0.0 $251k 2.8k 89.76
Republic Services (RSG) 0.0 $251k 1.0k 242.16
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $247k 15k 16.76
Goldman Sachs (GS) 0.0 $246k 450.00 546.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $246k 3.0k 83.28
Select Sector Spdr Tr Technology (XLK) 0.0 $243k 1.2k 206.48
Boeing Company (BA) 0.0 $242k 1.4k 170.56
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $239k 4.6k 51.78
salesforce (CRM) 0.0 $232k 866.00 268.36
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $229k 39k 5.91
Intuit (INTU) 0.0 $229k 373.00 613.99
Ishares Tr Exponential Tech (XT) 0.0 $228k 4.0k 57.56
McKesson Corporation (MCK) 0.0 $226k 336.00 672.99
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $225k 4.8k 46.81
Vistra Energy (VST) 0.0 $225k 1.9k 117.42
Air Products & Chemicals (APD) 0.0 $221k 749.00 294.80
Southern Company (SO) 0.0 $220k 2.4k 91.96
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.0 $219k 4.7k 46.61
Medtronic SHS (MDT) 0.0 $218k 2.4k 89.85
Vanguard Index Fds Large Cap Etf (VV) 0.0 $217k 845.00 257.03
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $216k 6.5k 33.48
Intuitive Surgical Com New (ISRG) 0.0 $216k 436.00 495.27
Cintas Corporation (CTAS) 0.0 $215k 1.0k 205.53
Thermo Fisher Scientific (TMO) 0.0 $214k 429.00 497.60
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $212k 5.9k 36.14
Valero Energy Corporation (VLO) 0.0 $209k 1.6k 132.06
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $207k 24k 8.60
Danaher Corporation (DHR) 0.0 $207k 1.0k 205.00
Kla Corp Com New (KLAC) 0.0 $204k 300.00 679.80
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $203k 9.5k 21.36
Solar Cap (SLRC) 0.0 $202k 12k 16.86
International Business Machines (IBM) 0.0 $202k 811.00 248.68
Eagle Pt Cr (ECC) 0.0 $190k 24k 8.10
American Airls (AAL) 0.0 $187k 18k 10.55
Golub Capital BDC (GBDC) 0.0 $184k 12k 15.14
Sachem Cap (SACH) 0.0 $138k 119k 1.16
Goldman Sachs Bdc SHS (GSBD) 0.0 $133k 11k 11.63
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $112k 14k 8.25
Cushman Wakefield SHS 0.0 $105k 10k 10.22
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $101k 26k 3.82
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $95k 14k 6.98
Medical Properties Trust (MPT) 0.0 $88k 15k 6.03
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $81k 10k 7.76
Brightspire Capital Com Cl A (BRSP) 0.0 $81k 15k 5.56
Ares Coml Real Estate (ACRE) 0.0 $79k 17k 4.63
Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $58k 19k 3.03
Lucid Group 0.0 $31k 13k 2.42