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CIK: 0001706351
Total reported value
$742.8M
$742.8M
219 檔
24.7%
According to the latest 13F quarterly dataset, CFO4Life Group, LLC managed an equity portfolio of $742.8M at the end of Q4 2024, spanning 219 distinct U.S. exchange-listed positions.
CFO4Life Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 19 holdings and trimming 68 positions.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.24% | +0.17% | -0.56% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.01% | -0.16% | -1.17% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.84% | -0.15% | +4.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.62% | +0.06% | -0.03% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.57% | +0.07% | +2.38% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 4.96% | +0.33% | +2.36% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.49% | +0.57% | +1.17% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.28% | -0.15% | -0.16% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.31% | +0.99% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.82% | -0.21% | -2.41% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.03% | +0.14% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.17% | -0.22% | +6.76% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.16% | -0.08% | +7.98% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.91% | +0.06% | -1.48% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | — | +0.10% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | -0.07% | -0.02% | |
| 17 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.40% | -0.36% | -2.87% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.02% | -0.52% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.08% | +0.72% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.12% | -0.04% | -5.08% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 0.98% | -0.14% | -0.57% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | -0.07% | +9.09% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.12% | +0.56% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.16% | +1.82% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.86% | -0.11% | +313.52% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.86% | -0.05% | -40.51% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.11% | +3.85% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.82% | -0.09% | +10.02% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.10% | +1.09% | |
| 30 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.67% | -0.08% | — | |
| 31 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.65% | -0.08% | — | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.58% | -0.05% | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.03% | +0.99% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | +0.66% | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.54% | +0.01% | -0.23% | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 0.53% | +0.05% | -7.58% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.19% | +3.05% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.04% | -2.98% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.01% | +2.16% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.08% | -7.50% | |
| 41 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.38% | -0.12% | -3.96% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.06% | -0.85% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.11% | -0.16% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.07% | +2.41% | |
| 45 | LII | Lennox International Inc | Stock-Industrials | 0.37% | +0.02% | +0.20% | |
| 46 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.36% | -0.02% | -6.95% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.35% | -0.09% | +55.36% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.33% | -0.02% | -2.08% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.31% | -0.01% | -74.05% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.05% | +1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VPLS | Vanguard Core-plus Bond ETF | +0.7% | NEW | New buy |
| 2 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.7% | NEW | New buy |
| 3 | FBND | Fidelity Total Bond ETF | +0.6% | +313.52% | Add |
| 4 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.4% | -0.03% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.14% | Add |
| 7 | APP | Applovin Corp-class A | +0.3% | -7.58% | Trim |
| 8 | WMT | Walmart Inc | +0.2% | -2.41% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.2% | +0.10% | Add |
| 10 | JMST | JPM Ultra-short Muni Income | +0.1% | +7.98% | Add |
| 11 | TMUS | T-mobile US Inc | +0.1% | +55.36% | Add |
| 12 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.82% | Add |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +1.17% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +0.56% | Add |
| 16 | NTRS | Northern Trust CORP | +0.1% | NEW | New buy |
| 17 | TSLA | Tesla Inc | +0.1% | +1.80% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +3.85% | Add |
| 19 | RMD | Resmed Inc | +0.1% | NEW | New buy |
| 20 | DIS | Walt Disney Co/the | +0.1% | +126.80% | Add |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +80.71% | Add |
| 22 | JMUB | Jpmorgan Municipal ETF | +0.1% | +6.76% | Add |
| 23 | MA | Mastercard Inc - A | +0.1% | +0.72% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | -7.50% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.56% | Trim |
| 26 | THC | Tenet Healthcare CORP | +0.1% | NEW | New buy |
| 27 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.38% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +2.16% | Add |
| 29 | WFC | Wells Fargo & Co | +0.1% | +49.61% | Add |
| 30 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | -1.17% | Trim |
| 32 | BKNG | Booking Holdings Inc | 0% | -2.08% | Trim |
| 33 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | 0% | NEW | New buy |
| 35 | ISRG | Intuitive Surgical Inc | 0% | NEW | New buy |
| 36 | INTU | Intuit Inc | 0% | NEW | New buy |
| 37 | RSG | Republic Services Inc | 0% | NEW | New buy |
| 38 | GME | Gamestop Corp-class A | 0% | NEW | New buy |
| 39 | BE | Bloom Energy Corp- A | 0% | NEW | New buy |
| 40 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 41 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | 0% | +1.03% | Add |
| 43 | META | Meta Platforms Inc-class A | 0% | +1.09% | Add |
| 44 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | NEW | New buy |
| 45 | PDI | Pimco Dynamic Income Fund | 0% | +68.80% | Add |
| 46 | BAC | Bank Of America CORP | 0% | -1.54% | Trim |
| 47 | AXP | American Express Co | 0% | +1.16% | Add |
| 48 | FISV | Fiserv Inc | 0% | -2.16% | Trim |
| 49 | VUG | Vanguard Growth ETF | 0% | +7.54% | Add |
| 50 | C | Citigroup Inc | 0% | +1.91% | Add |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 219 disclosed positions in Q4 2024.
During Q4 2024, CFO4Life Group, LLC's top holdings by market value included VOO (8.2%)、UPS (7.0%)、JEPI (5.8%). The largest single position, VOO, represented 8.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, UPS, JEPI) accounted for 24.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
VPLS
市值: $3.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.0M
In Q4 2024, CFO4Life Group, LLC made 191 total portfolio adjustments, initiating 18 new buys, adding to 86 positions, trimming 68 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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