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CIK: 0001706351
Total reported value
$742.8M
$742.8M
221 檔
26.6%
As reported in its official Q1 2025 Form 13F filing, CFO4Life Group, LLC's tracked investment portfolio stood at $742.8M with 221 total positions.
In Q1 2025, CFO4Life Group, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.25% | +0.17% | +62.60% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.84% | -0.16% | -0.21% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.37% | +0.19% | +3254.29% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.04% | +0.07% | -1.48% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.06% | +0.01% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.25% | -0.34% | +3514.10% | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.64% | -0.22% | +27.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.31% | +0.26% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.54% | -0.21% | -3.35% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.26% | +0.57% | -46.32% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.03% | +2.41% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.89% | -0.15% | -66.07% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.87% | -0.24% | — | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.87% | +0.06% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | — | -1.04% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.06% | +0.72% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.51% | -0.15% | -53.14% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.07% | -1.18% | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.36% | +0.33% | -71.70% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.31% | -0.17% | — | |
| 21 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.28% | -0.36% | +2.72% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.08% | +0.61% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.22% | +0.02% | +0.11% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.07% | -0.14% | -1.43% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.05% | -0.04% | +1.99% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.97% | -0.07% | +0.94% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.93% | -0.08% | -54.97% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.89% | -0.11% | +6.28% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.84% | -0.09% | +0.16% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.11% | +16.37% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.10% | +3.24% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.16% | +1.79% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.12% | -3.32% | |
| 34 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.70% | -0.08% | +6.08% | |
| 35 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.70% | -0.08% | +10.81% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.68% | -0.05% | -18.65% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.03% | -0.26% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.19% | +6.91% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.04% | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | -1.82% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.05% | -4.84% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.07% | +15.81% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.47% | +0.01% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | -2.86% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | -0.04% | -8.84% | |
| 46 | APP | Applovin Corp-class A | Stock-Tech | 0.39% | +0.05% | -5.25% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.09% | -5.11% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.11% | +2.25% | |
| 49 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.35% | -0.12% | -0.03% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.06% | -5.84% |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 221 disclosed positions in Q1 2025.
During Q1 2025, CFO4Life Group, LLC's top holdings by market value included VOO (12.3%)、UPS (5.8%)、DYNF (5.4%). The largest single position, VOO, represented 12.3% of total portfolio value.
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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, DYNF) accounted for 26.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $72.8M
In Q1 2025, CFO4Life Group, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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