CFO4Life

CFO4Life Group as of Sept. 30, 2025

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 234 positions in its portfolio as reported in the September 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 $89M 145k 612.38
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.3 $44M 735k 59.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $35M 178k 194.50
Ishares Tr Core Msci Eafe (IEFA) 4.9 $34M 385k 87.31
Apple (AAPL) 4.6 $32M 125k 254.63
United Parcel Service CL B (UPS) 3.8 $26M 312k 83.53
Microsoft Corporation (MSFT) 3.5 $24M 47k 517.95
Wal-Mart Stores (WMT) 2.6 $18M 174k 103.06
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $17M 330k 50.47
Ishares Tr Msci Usa Mmentm (MTUM) 2.3 $16M 63k 256.45
Victory Portfolios Ii Shares Free Cash (VFLO) 2.0 $13M 358k 37.50
Amazon (AMZN) 1.9 $13M 61k 219.57
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.8 $13M 160k 78.41
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.7 $12M 473k 24.30
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $11M 95k 118.83
Home Depot (HD) 1.5 $10M 26k 405.19
Visa Com Cl A (V) 1.4 $10M 29k 341.38
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.3 $8.8M 155k 57.10
NVIDIA Corporation (NVDA) 1.3 $8.8M 47k 186.58
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $8.7M 27k 328.16
Ishares Tr Msci Usa Value (VLUE) 1.2 $8.5M 68k 125.05
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $7.7M 59k 130.28
Mastercard Incorporated Cl A (MA) 1.1 $7.5M 13k 568.82
Alphabet Cap Stk Cl C (GOOG) 1.0 $7.2M 29k 243.55
Ishares Tr Core Msci Total (IXUS) 1.0 $7.0M 84k 82.58
Alphabet Cap Stk Cl A (GOOGL) 1.0 $7.0M 29k 243.10
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $6.6M 56k 119.51
Darling International (DAR) 1.0 $6.6M 213k 30.87
Meta Platforms Cl A (META) 0.9 $6.0M 8.2k 734.38
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.9 $5.9M 144k 41.11
Waste Management (WM) 0.9 $5.9M 27k 220.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $5.5M 118k 46.24
Applovin Corp Com Cl A (APP) 0.7 $5.1M 7.2k 718.54
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $5.1M 99k 51.04
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $4.3M 55k 78.63
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.3M 126k 34.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.9M 72k 54.18
Broadcom (AVGO) 0.5 $3.6M 11k 329.90
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.5 $3.6M 80k 44.42
CSX Corporation (CSX) 0.5 $3.3M 94k 35.51
Blackrock (BLK) 0.5 $3.2M 2.8k 1165.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.2M 6.4k 502.74
Tesla Motors (TSLA) 0.5 $3.1M 7.0k 444.75
Exxon Mobil Corporation (XOM) 0.4 $3.1M 27k 112.75
JPMorgan Chase & Co. (JPM) 0.4 $3.1M 9.7k 315.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.0M 4.00 754200.00
Procter & Gamble Company (PG) 0.4 $2.7M 18k 153.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.5M 3.8k 666.23
Metropcs Communications (TMUS) 0.3 $2.1M 8.6k 239.37
Johnson & Johnson (JNJ) 0.3 $2.0M 11k 185.42
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.0M 40k 50.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M 3.3k 600.39
Cisco Systems (CSCO) 0.3 $1.9M 28k 68.42
Pepsi (PEP) 0.3 $1.9M 14k 140.44
Prosperity Bancshares (PB) 0.3 $1.9M 29k 66.35
Lennox International (LII) 0.3 $1.8M 3.4k 529.35
Blackstone Secd Lending Common Stock (BXSL) 0.3 $1.7M 67k 26.07
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $1.5M 35k 44.57
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.5M 15k 99.95
Texas Instruments Incorporated (TXN) 0.2 $1.5M 8.4k 183.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 25k 59.92
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.8k 763.15
Palantir Technologies Cl A (PLTR) 0.2 $1.4M 7.6k 182.42
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.2M 24k 50.59
Booking Holdings (BKNG) 0.2 $1.2M 217.00 5401.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.2M 1.7k 669.24
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.2M 12k 95.14
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.2k 925.25
ConocoPhillips (COP) 0.2 $1.1M 12k 94.59
American Express Company (AXP) 0.2 $1.1M 3.3k 332.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 22k 50.07
Kla Corp Com New (KLAC) 0.2 $1.1M 987.00 1078.60
Coca-Cola Company (KO) 0.2 $1.0M 16k 66.32
Emcor (EME) 0.1 $1.0M 1.5k 649.72
Oracle Corporation (ORCL) 0.1 $1.0M 3.6k 281.23
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $934k 10k 93.35
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $927k 62k 15.00
MPLX Com Unit Rep Ltd (MPLX) 0.1 $924k 19k 49.95
Walt Disney Company (DIS) 0.1 $904k 7.9k 114.49
UnitedHealth (UNH) 0.1 $894k 2.6k 345.33
Union Pacific Corporation (UNP) 0.1 $887k 3.8k 236.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $872k 1.9k 468.44
Enterprise Products Partners (EPD) 0.1 $858k 27k 31.27
Uber Technologies (UBER) 0.1 $857k 8.8k 97.97
Bank of America Corporation (BAC) 0.1 $847k 16k 51.59
Amphenol Corp Cl A (APH) 0.1 $846k 6.8k 123.75
Progressive Corporation (PGR) 0.1 $844k 3.4k 246.98
Northern Trust Corporation (NTRS) 0.1 $841k 6.3k 134.61
At&t (T) 0.1 $802k 28k 28.24
Hartford Financial Services (HIG) 0.1 $795k 6.0k 133.38
Abbvie (ABBV) 0.1 $782k 3.4k 231.54
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $772k 32k 23.81
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $760k 23k 32.82
Vanguard Index Fds Growth Etf (VUG) 0.1 $758k 1.6k 479.67
BlackRock Enhanced Capital and Income (CII) 0.1 $753k 33k 23.00
Citigroup Com New (C) 0.1 $731k 7.2k 101.50
Novartis Sponsored Adr (NVS) 0.1 $731k 5.7k 128.25
Chevron Corporation (CVX) 0.1 $728k 4.7k 155.28
ResMed (RMD) 0.1 $725k 2.6k 273.78
Veeva Sys Cl A Com (VEEV) 0.1 $696k 2.3k 297.91
Reddit Cl A (RDDT) 0.1 $691k 3.0k 229.99
Pfizer (PFE) 0.1 $683k 27k 25.48
Wells Fargo & Company (WFC) 0.1 $675k 8.0k 83.83
Philip Morris International (PM) 0.1 $673k 4.2k 162.20
Enbridge (ENB) 0.1 $672k 13k 50.46
Lockheed Martin Corporation (LMT) 0.1 $672k 1.3k 499.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $670k 4.6k 145.65
Altria (MO) 0.1 $663k 10k 66.06
Ishares Tr Core Total Usd (IUSB) 0.1 $655k 14k 46.71
EQT Corporation (EQT) 0.1 $648k 12k 54.43
Bloom Energy Corp Com Cl A (BE) 0.1 $638k 7.5k 84.57
Cigna Corp (CI) 0.1 $635k 2.2k 288.23
Ishares Tr National Mun Etf (MUB) 0.1 $630k 5.9k 106.49
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $626k 36k 17.48
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $622k 42k 14.94
Pinterest Cl A (PINS) 0.1 $595k 19k 32.17
Spdr Gold Tr Gold Shs (GLD) 0.1 $577k 1.6k 355.47
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $561k 2.0k 279.29
Gamestop Corp Cl A (GME) 0.1 $551k 20k 27.28
Intel Corporation (INTC) 0.1 $551k 16k 33.55
Amgen (AMGN) 0.1 $547k 1.9k 282.13
Netflix (NFLX) 0.1 $544k 454.00 1198.92
Southstate Bk Corp (SSB) 0.1 $542k 5.5k 98.86
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $521k 5.2k 99.81
Core Scientific (CORZ) 0.1 $521k 29k 17.94
Verizon Communications (VZ) 0.1 $510k 12k 43.95
McDonald's Corporation (MCD) 0.1 $507k 1.7k 303.94
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $506k 6.9k 73.48
Paycom Software (PAYC) 0.1 $498k 2.4k 208.17
Carrier Global Corporation (CARR) 0.1 $478k 8.0k 59.70
UGI Corporation (UGI) 0.1 $474k 14k 33.26
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $464k 4.7k 99.12
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $464k 8.8k 52.46
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $458k 3.3k 137.81
Goldman Sachs (GS) 0.1 $454k 570.00 795.87
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $453k 32k 14.25
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $451k 6.9k 65.00
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $451k 6.2k 73.29
Kinder Morgan (KMI) 0.1 $431k 15k 28.31
Advanced Micro Devices (AMD) 0.1 $431k 2.7k 161.79
Lowe's Companies (LOW) 0.1 $421k 1.7k 251.27
Gilead Sciences (GILD) 0.1 $420k 3.8k 111.00
AmerisourceBergen (COR) 0.1 $411k 1.3k 312.63
Ishares Core Msci Emkt (IEMG) 0.1 $394k 6.0k 65.92
FedEx Corporation (FDX) 0.1 $394k 1.7k 235.81
Boeing Company (BA) 0.1 $393k 1.8k 215.84
International Business Machines (IBM) 0.1 $390k 1.4k 282.17
Pimco Dynamic Income SHS (PDI) 0.1 $389k 20k 19.80
Ge Aerospace Com New (GE) 0.1 $387k 1.3k 300.93
Charles Schwab Corporation (SCHW) 0.1 $383k 4.0k 95.47
Ishares Tr Core 40/60 Moder (AOM) 0.1 $378k 7.9k 47.58
Duke Energy Corp Com New (DUK) 0.1 $369k 3.0k 123.75
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $368k 14k 26.34
Raytheon Technologies Corp (RTX) 0.1 $364k 2.2k 167.36
Servicenow (NOW) 0.1 $358k 389.00 920.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $354k 1.9k 189.70
Dell Technologies CL C (DELL) 0.1 $353k 2.5k 141.76
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $353k 1.6k 215.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $351k 4.8k 73.45
Vistra Energy (VST) 0.1 $347k 1.8k 195.95
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $333k 6.4k 52.23
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $329k 7.1k 46.42
Global X Fds Us Pfd Etf (PFFD) 0.0 $328k 17k 19.43
Phillips 66 (PSX) 0.0 $326k 2.4k 136.04
Independence Realty Trust In (IRT) 0.0 $319k 20k 16.39
Linde SHS (LIN) 0.0 $318k 669.00 475.00
Lamar Advertising Cl A (LAMR) 0.0 $312k 2.6k 122.40
Fs Kkr Capital Corp (FSK) 0.0 $309k 21k 14.93
Lam Research Corp Com New (LRCX) 0.0 $306k 2.3k 133.92
Abbott Laboratories (ABT) 0.0 $306k 2.3k 133.91
Tidal Trust Ii Yieldmax Mstr Op (MSTY) 0.0 $302k 22k 13.96
Kite Rlty Group Tr Com New (KRG) 0.0 $298k 13k 22.30
Caterpillar (CAT) 0.0 $292k 611.00 477.15
Applied Materials (AMAT) 0.0 $289k 1.4k 204.74
Owl Rock Capital Corporation (OBDC) 0.0 $288k 23k 12.77
Valero Energy Corporation (VLO) 0.0 $287k 1.7k 170.25
Ishares Tr Future Exponenti (XT) 0.0 $285k 4.0k 71.94
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $285k 4.1k 68.88
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $275k 8.7k 31.62
Starbucks Corporation (SBUX) 0.0 $274k 3.2k 84.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $272k 3.7k 74.37
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $271k 4.7k 57.52
Ishares Tr Select Divid Etf (DVY) 0.0 $270k 1.9k 142.10
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $269k 6.6k 41.11
Home BancShares (HOMB) 0.0 $269k 9.5k 28.30
Morgan Stanley Com New (MS) 0.0 $268k 1.7k 158.98
Intuit (INTU) 0.0 $266k 390.00 682.91
Select Sector Spdr Tr Technology (XLK) 0.0 $266k 944.00 281.86
Vanguard Index Fds Large Cap Etf (VV) 0.0 $260k 845.00 307.86
McKesson Corporation (MCK) 0.0 $260k 336.00 772.54
American Tower Reit (AMT) 0.0 $259k 1.3k 192.37
Agnc Invt Corp Com reit (AGNC) 0.0 $256k 26k 9.79
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $255k 5.4k 47.51
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $254k 5.9k 42.96
PIMCO Corporate Opportunity Fund (PTY) 0.0 $252k 18k 14.44
Southern Company (SO) 0.0 $252k 2.7k 94.78
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $251k 15k 17.16
Oxford Lane Cap Corp 0.0 $249k 15k 16.93
Republic Services (RSG) 0.0 $246k 1.1k 229.48
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $239k 6.7k 35.43
Ishares Tr Russell 2000 Etf (IWM) 0.0 $238k 982.00 242.07
Ishares Tr Russell 3000 Etf (IWV) 0.0 $233k 615.00 378.94
United Rentals (URI) 0.0 $229k 240.00 954.66
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $229k 25k 9.11
Merck & Co (MRK) 0.0 $228k 2.7k 83.93
Ishares Silver Tr Ishares (SLV) 0.0 $228k 5.4k 42.37
American Airls (AAL) 0.0 $228k 20k 11.24
Ishares Tr Eafe Value Etf (EFV) 0.0 $227k 3.4k 67.83
Asml Holding N V N Y Registry Shs (ASML) 0.0 $223k 230.00 968.09
Ge Vernova (GEV) 0.0 $221k 360.00 614.90
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $221k 4.4k 50.70
Cintas Corporation (CTAS) 0.0 $221k 1.1k 205.26
Thermo Fisher Scientific (TMO) 0.0 $218k 450.00 485.02
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $216k 2.3k 95.89
Palo Alto Networks (PANW) 0.0 $211k 1.0k 203.62
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $209k 2.8k 74.72
Veritex Hldgs (VBTX) 0.0 $208k 6.2k 33.53
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $206k 39k 5.30
Marvell Technology (MRVL) 0.0 $202k 2.4k 84.07
Solar Cap (SLRC) 0.0 $184k 12k 15.29
Golub Capital BDC (GBDC) 0.0 $175k 13k 13.69
Cushman Wakefield SHS (CWK) 0.0 $164k 10k 15.92
Eagle Pt Cr (ECC) 0.0 $155k 24k 6.61
Dynex Cap (DX) 0.0 $146k 12k 12.29
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $137k 30k 4.54
Sachem Cap (SACH) 0.0 $132k 119k 1.11
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $129k 14k 9.05
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $119k 14k 8.27
Brightspire Capital Com Cl A (BRSP) 0.0 $79k 15k 5.43
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $79k 14k 5.77
Ares Coml Real Estate (ACRE) 0.0 $77k 17k 4.51
Amc Entmt Hldgs Cl A New (AMC) 0.0 $31k 11k 2.90
Mustang Bio (MBIO) 0.0 $16k 11k 1.52
Genius Group Shs New (GNS) 0.0 $15k 15k 0.96