CFO4Life Group, LLC
CIK: 0001706351SEC EDGAR →
Portfolio Value
$702K
Holdings
242
As of
Q4 2025
New Positions
18
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST | 726,833 | $44.2M | 6300.11% |
| 2 | ISHARES TR | 176,230 | $35.0M | 4989.29% |
| 3 | ISHARES TR | 385,486 | $34.5M | 4915.59% |
| 4 | APPLE INC | 124,846 | $33.9M | 4837.91% |
| 5 | UNITED PARCEL SERVICE INC | 311,760 | $30.9M | 4407.86% |
| 6 | MICROSOFT CORP | 45,612 | $22.1M | 3144.35% |
| 7 | J P MORGAN EXCHANGE TRADED F | 323,198 | $16.3M | 2326.44% |
| 8 | ISHARES TR | 61,225 | $15.3M | 2184.47% |
| 9 | VANGUARD BD INDEX FDS | 296,102 | $14.8M | 2103.51% |
| 10 | AMAZON COM INC | 61,186 | $14.1M | 2012.99% |
Quarterly Changes
New Positions (19)
$14.8M · 296K shares
$2.1M · 36K shares
$635K · 2K shares
$441K · 1K shares
$399K · 2K shares
$347K · 2K shares
$311K · 4K shares
$290K · 15K shares
$283K · 2K shares
$266K · 10K shares
$234K · 2K shares
$229K · 13K shares
$208K · 583 shares
$206K · 10K shares
$200K · 876 shares
$200K · 947 shares
$161K · 10K shares
$10K · 13K shares
$251 · 444 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $308.4M | 53.9% |
| Technology | 36 | $85.0M | 14.9% |
| Industrials | 17 | $47.7M | 8.3% |
| Unknown | 15 | $40.2M | 7.0% |
| Consumer Cyclical | 10 | $28.1M | 4.9% |
| Communication Services | 9 | $22.6M | 4.0% |
| Consumer Defensive | 8 | $20.3M | 3.5% |
| Energy | 11 | $9.1M | 1.6% |
| Healthcare | 17 | $7.7M | 1.3% |
| Real Estate | 9 | $1.9M | 0.3% |
| Utilities | 4 | $881K | 0.2% |
| Basic Materials | 2 | $454K | 0.1% |