CFO4Life

CFO4Life Group as of June 30, 2025

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 228 positions in its portfolio as reported in the June 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) 12.9 $82M 145k 568.03
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.1 $39M 718k 54.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $32M 177k 182.82
United Parcel Service CL B (UPS) 4.9 $32M 313k 100.94
Ishares Tr Core Msci Eafe (IEFA) 4.9 $31M 374k 83.48
Apple (AAPL) 4.0 $26M 125k 205.17
Microsoft Corporation (MSFT) 3.2 $21M 42k 497.41
Wal-Mart Stores (WMT) 2.7 $17M 175k 97.78
Ishares Tr Msci Usa Mmentm (MTUM) 2.4 $15M 64k 240.32
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $15M 309k 49.64
Amazon (AMZN) 2.0 $13M 60k 219.39
Victory Portfolios Ii Shares Free Cash (VFLO) 1.9 $12M 350k 35.35
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.9 $12M 157k 77.58
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $10M 95k 109.29
Visa Com Cl A (V) 1.6 $9.9M 28k 355.05
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.5 $9.8M 411k 23.85
Home Depot (HD) 1.5 $9.4M 26k 366.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $9.1M 160k 56.85
Darling International (DAR) 1.3 $8.5M 224k 37.94
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $8.0M 26k 303.93
Ishares Tr Msci Usa Value (VLUE) 1.2 $7.9M 69k 113.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $7.6M 64k 119.09
Mastercard Incorporated Cl A (MA) 1.2 $7.5M 13k 561.94
NVIDIA Corporation (NVDA) 1.1 $7.1M 45k 157.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $7.1M 59k 121.38
Ishares Tr Core Msci Total (IXUS) 1.0 $6.4M 83k 77.31
Waste Management (WM) 1.0 $6.1M 27k 228.82
Meta Platforms Cl A (META) 0.9 $5.7M 7.8k 738.05
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.9 $5.6M 142k 39.66
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $5.2M 114k 45.75
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $5.2M 101k 50.92
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.9M 28k 177.39
Alphabet Cap Stk Cl A (GOOGL) 0.8 $4.9M 28k 176.23
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $4.1M 52k 77.80
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.1M 120k 33.87
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.6 $3.6M 82k 43.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $3.5M 71k 49.46
CSX Corporation (CSX) 0.5 $3.1M 94k 32.63
Exxon Mobil Corporation (XOM) 0.5 $2.9M 27k 107.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.9M 4.00 728800.00
Blackrock (BLK) 0.5 $2.9M 2.8k 1049.07
Broadcom (AVGO) 0.5 $2.9M 11k 275.65
Procter & Gamble Company (PG) 0.4 $2.8M 18k 159.32
JPMorgan Chase & Co. (JPM) 0.4 $2.8M 9.6k 289.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M 5.1k 485.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 3.8k 617.91
Applovin Corp Com Cl A (APP) 0.4 $2.3M 6.4k 350.08
Metropcs Communications (TMUS) 0.3 $2.1M 8.6k 238.25
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.0M 40k 50.68
Prosperity Bancshares (PB) 0.3 $2.0M 29k 70.24
Lennox International (LII) 0.3 $2.0M 3.4k 573.28
Blackstone Secd Lending Common Stock (BXSL) 0.3 $1.9M 63k 30.75
Cisco Systems (CSCO) 0.3 $1.9M 28k 69.38
Pepsi (PEP) 0.3 $1.8M 13k 132.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 3.2k 551.72
Texas Instruments Incorporated (TXN) 0.3 $1.7M 8.1k 207.63
Johnson & Johnson (JNJ) 0.3 $1.6M 11k 152.74
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.5M 15k 94.63
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.8k 779.68
Tesla Motors (TSLA) 0.2 $1.4M 4.3k 317.66
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $1.3M 31k 42.55
Booking Holdings (BKNG) 0.2 $1.2M 213.00 5785.18
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.2M 24k 50.65
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 12k 93.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.1M 20k 57.01
Coca-Cola Company (KO) 0.2 $1.1M 16k 70.75
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.1k 990.34
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.1M 1.7k 620.80
Palantir Technologies Cl A (PLTR) 0.2 $1.1M 7.9k 136.32
ConocoPhillips (COP) 0.2 $1.0M 12k 89.74
American Express Company (AXP) 0.2 $1.0M 3.2k 319.01
Walt Disney Company (DIS) 0.2 $968k 7.8k 124.01
MPLX Com Unit Rep Ltd (MPLX) 0.2 $963k 19k 51.51
Progressive Corporation (PGR) 0.1 $941k 3.5k 266.88
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $929k 10k 92.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $921k 19k 49.03
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $875k 61k 14.44
Kla Corp Com New (KLAC) 0.1 $873k 974.00 895.74
Enterprise Products Partners (EPD) 0.1 $866k 28k 31.01
Union Pacific Corporation (UNP) 0.1 $853k 3.7k 230.11
Chubb (CB) 0.1 $833k 2.9k 289.69
Emcor (EME) 0.1 $830k 1.6k 534.97
At&t (T) 0.1 $817k 28k 28.94
Uber Technologies (UBER) 0.1 $814k 8.7k 93.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $790k 1.9k 424.63
Northern Trust Corporation (NTRS) 0.1 $788k 6.2k 126.79
Philip Morris International (PM) 0.1 $772k 4.2k 182.14
Bank of America Corporation (BAC) 0.1 $759k 16k 47.32
Hartford Financial Services (HIG) 0.1 $756k 6.0k 126.86
Oracle Corporation (ORCL) 0.1 $752k 3.4k 218.62
Cigna Corp (CI) 0.1 $745k 2.3k 330.55
UnitedHealth (UNH) 0.1 $742k 2.4k 312.00
Qualcomm (QCOM) 0.1 $707k 4.4k 159.25
Ishares Tr Core Total Usd (IUSB) 0.1 $698k 15k 46.23
BlackRock Enhanced Capital and Income (CII) 0.1 $695k 33k 21.35
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $692k 30k 23.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $692k 1.6k 438.31
Veeva Sys Cl A Com (VEEV) 0.1 $685k 2.4k 287.98
Amphenol Corp Cl A (APH) 0.1 $682k 6.9k 98.75
ResMed (RMD) 0.1 $681k 2.6k 257.97
EQT Corporation (EQT) 0.1 $674k 12k 58.32
Novartis Sponsored Adr (NVS) 0.1 $672k 5.6k 121.02
Pinterest Cl A (PINS) 0.1 $659k 18k 35.86
Lockheed Martin Corporation (LMT) 0.1 $650k 1.4k 463.17
Pfizer (PFE) 0.1 $631k 26k 24.24
Wells Fargo & Company (WFC) 0.1 $631k 7.9k 80.12
Chevron Corporation (CVX) 0.1 $627k 4.4k 143.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $621k 4.6k 135.04
Ishares Tr National Mun Etf (MUB) 0.1 $618k 5.9k 104.48
Citigroup Com New (C) 0.1 $615k 7.2k 85.12
Abbvie (ABBV) 0.1 $611k 3.3k 185.62
Enbridge (ENB) 0.1 $610k 14k 45.32
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $609k 37k 16.28
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $605k 36k 16.89
Netflix (NFLX) 0.1 $585k 437.00 1339.13
Altria (MO) 0.1 $583k 9.9k 58.63
Carrier Global Corporation (CARR) 0.1 $579k 7.9k 73.19
Paycom Software (PAYC) 0.1 $554k 2.4k 231.42
Ameren Corporation (AEE) 0.1 $547k 5.7k 96.04
Verizon Communications (VZ) 0.1 $545k 13k 43.27
Amgen (AMGN) 0.1 $538k 1.9k 279.15
Spdr Gold Tr Gold Shs (GLD) 0.1 $499k 1.6k 304.83
South State Corporation 0.1 $499k 5.4k 92.03
McDonald's Corporation (MCD) 0.1 $478k 1.6k 292.18
Boeing Company (BA) 0.1 $477k 2.3k 209.53
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $469k 6.4k 72.82
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $465k 31k 15.04
Reddit Cl A (RDDT) 0.1 $456k 3.0k 150.57
Kinder Morgan (KMI) 0.1 $449k 15k 29.40
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $439k 4.7k 93.80
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $438k 6.2k 71.26
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $438k 8.8k 49.81
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $418k 1.8k 226.49
Fs Kkr Capital Corp (FSK) 0.1 $417k 20k 20.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $416k 3.2k 128.53
Gilead Sciences (GILD) 0.1 $415k 3.7k 110.88
AmerisourceBergen (COR) 0.1 $392k 1.3k 299.74
Tidal Tr Ii Yieldmax Mstr Op 0.1 $390k 18k 22.17
Goldman Sachs (GS) 0.1 $388k 549.00 707.44
Charles Schwab Corporation (SCHW) 0.1 $381k 4.2k 91.24
Vistra Energy (VST) 0.1 $380k 2.0k 193.80
FedEx Corporation (FDX) 0.1 $373k 1.6k 227.34
Pimco Dynamic Income SHS (PDI) 0.1 $372k 20k 18.97
Intel Corporation (INTC) 0.1 $372k 17k 22.40
Ishares Tr Core 40/60 Moder (AOM) 0.1 $365k 7.9k 46.04
International Business Machines (IBM) 0.1 $364k 1.2k 294.80
Servicenow (NOW) 0.1 $364k 354.00 1028.08
Lowe's Companies (LOW) 0.1 $364k 1.6k 221.83
Ishares Core Msci Emkt (IEMG) 0.1 $357k 5.9k 60.03
Duke Energy Corp Com New (DUK) 0.1 $354k 3.0k 117.98
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $348k 11k 32.08
Independence Realty Trust In (IRT) 0.1 $342k 19k 17.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $341k 14k 24.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $337k 1.9k 181.73
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $337k 6.8k 49.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $334k 1.6k 204.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $329k 4.8k 69.09
Advanced Micro Devices (AMD) 0.1 $325k 2.3k 141.90
Owl Rock Capital Corporation (OBDC) 0.1 $322k 22k 14.34
Ge Aerospace Com New (GE) 0.0 $319k 1.2k 257.48
Global X Fds Us Pfd Etf (PFFD) 0.0 $318k 17k 18.83
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $316k 7.2k 43.75
Abbott Laboratories (ABT) 0.0 $313k 2.3k 136.02
Lamar Advertising Cl A (LAMR) 0.0 $311k 2.6k 121.35
Intuit (INTU) 0.0 $311k 395.00 787.63
Oxford Lane Cap Corp 0.0 $308k 73k 4.20
Raytheon Technologies Corp (RTX) 0.0 $308k 2.1k 146.05
Linde SHS (LIN) 0.0 $306k 653.00 469.18
American Tower Reit (AMT) 0.0 $301k 1.4k 221.02
Starbucks Corporation (SBUX) 0.0 $300k 3.3k 91.64
Kite Rlty Group Tr Com New (KRG) 0.0 $299k 13k 22.65
Dell Technologies CL C (DELL) 0.0 $299k 2.4k 122.58
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $295k 4.8k 61.21
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $291k 3.1k 93.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $286k 3.9k 73.63
Ishares Tr Russell 2000 Etf (IWM) 0.0 $284k 1.3k 215.83
Phillips 66 (PSX) 0.0 $283k 2.4k 119.29
Home BancShares (HOMB) 0.0 $271k 9.5k 28.46
Applied Materials (AMAT) 0.0 $265k 1.4k 183.07
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $265k 8.6k 30.68
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $265k 15k 18.13
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $263k 4.1k 63.87
Republic Services (RSG) 0.0 $259k 1.1k 246.61
Ishares Tr Exponential Tech (XT) 0.0 $259k 4.0k 65.25
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $254k 4.7k 54.40
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $253k 6.5k 38.92
Cintas Corporation (CTAS) 0.0 $253k 1.1k 222.87
Ishares Tr Select Divid Etf (DVY) 0.0 $252k 1.9k 132.81
Intuitive Surgical Com New (ISRG) 0.0 $251k 462.00 543.41
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $251k 5.4k 46.70
Gamestop Corp Cl A (GME) 0.0 $249k 10k 24.39
PIMCO Corporate Opportunity Fund (PTY) 0.0 $243k 18k 13.91
Vanguard Index Fds Large Cap Etf (VV) 0.0 $241k 845.00 285.30
Agnc Invt Corp Com reit (AGNC) 0.0 $241k 26k 9.19
McKesson Corporation (MCK) 0.0 $240k 328.00 732.78
Select Sector Spdr Tr Technology (XLK) 0.0 $239k 944.00 253.23
Comcast Corp Cl A (CMCSA) 0.0 $239k 6.7k 35.69
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $236k 5.9k 40.02
Southern Company (SO) 0.0 $234k 2.6k 91.84
Ishares Tr Russell 3000 Etf (IWV) 0.0 $231k 659.00 351.00
Morgan Stanley Com New (MS) 0.0 $230k 1.6k 140.87
Caterpillar (CAT) 0.0 $228k 586.00 388.21
American Airls (AAL) 0.0 $225k 20k 11.22
Valero Energy Corporation (VLO) 0.0 $225k 1.7k 134.41
Honeywell International (HON) 0.0 $224k 962.00 232.80
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $220k 6.7k 32.65
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $219k 39k 5.65
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $219k 25k 8.89
Bloom Energy Corp Com Cl A (BE) 0.0 $218k 9.1k 23.92
Lpl Financial Holdings (LPLA) 0.0 $212k 565.00 374.97
salesforce (CRM) 0.0 $211k 774.00 272.69
Ishares Tr Eafe Value Etf (EFV) 0.0 $209k 3.3k 63.48
Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $206k 19k 10.84
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $205k 2.3k 90.98
Solar Cap (SLRC) 0.0 $194k 12k 16.14
Golub Capital BDC (GBDC) 0.0 $182k 13k 14.65
Eagle Pt Cr (ECC) 0.0 $180k 24k 7.66
Sachem Cap (SACH) 0.0 $143k 119k 1.20
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $134k 32k 4.25
Goldman Sachs Bdc SHS (GSBD) 0.0 $132k 12k 11.25
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $124k 15k 8.48
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $120k 14k 8.65
Cushman Wakefield SHS 0.0 $114k 10k 11.07
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $95k 14k 7.01
Ares Coml Real Estate (ACRE) 0.0 $81k 17k 4.77
Brightspire Capital Com Cl A (BRSP) 0.0 $73k 15k 5.05
Amc Entmt Hldgs Cl A New (AMC) 0.0 $33k 11k 3.10
Genius Group Shs New (GNS) 0.0 $14k 10k 1.36