CFO4Life Group, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$594.1M
Holdings
221
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 141,621 | $72.8M | 12.25% | |
| 2 | UPSUNITED PARCEL SERVICE INC | 315,636 | $34.7M | 5.84% | |
| 3 | DYNFBLACKROCK ETF TRUST | 653,852 | $31.9M | 5.37% | |
| 4 | QUALISHARES TR | 175,299 | $30.0M | 5.04% | |
| 5 | AAPLAPPLE INC | 127,867 | $28.4M | 4.78% | |
| 6 | AQLTISHARES TR | 333,509 | $25.2M | 4.25% | |
| 7 | JMUBJ P MORGAN EXCHANGE TRADED F | 313,541 | $15.7M | 2.64% | |
| 8 | MSFTMICROSOFT CORP | 40,813 | $15.3M | 2.58% | |
| 9 | WMTWALMART INC | 171,804 | $15.1M | 2.54% | |
| 10 | MTUMISHARES TR | 66,344 | $13.4M | 2.26% | |
| 11 | AMZNAMAZON COM INC | 59,479 | $11.3M | 1.90% | |
| 12 | JEPIJ P MORGAN EXCHANGE TRADED F | 196,176 | $11.2M | 1.89% | |
| 13 | VCRBVANGUARD MALVERN FDS | 143,598 | $11.1M | 1.87% | |
| 14 | VFLOVICTORY PORTFOLIOS II | 323,494 | $11.1M | 1.87% | |
| 15 | VVISA INC | 28,488 | $10.0M | 1.68% | |
| 16 | IJRISHARES TR | 94,804 | $9.9M | 1.67% | |
| 17 | IEIISHARES TR | 75,699 | $8.9M | 1.51% | |
| 18 | HDHOME DEPOT INC | 22,804 | $8.4M | 1.41% | |
| 19 | VLUEISHARES TR | 75,691 | $8.1M | 1.36% | |
| 20 | MMITNEW YORK LIFE INVTS ACTIVE E | 323,904 | $7.8M | 1.31% | |
| 21 | DARDARLING INGREDIENTS INC | 243,479 | $7.6M | 1.28% | |
| 22 | MAMASTERCARD INCORPORATED | 13,325 | $7.3M | 1.23% | |
| 23 | VTIVANGUARD INDEX FDS | 26,379 | $7.3M | 1.22% | |
| 24 | WMWASTE MGMT INC DEL | 27,356 | $6.3M | 1.07% | |
| 25 | GSLCGOLDMAN SACHS ETF TR | 56,685 | $6.2M | 1.05% | |
| 26 | IXUSISHARES TR | 82,267 | $5.7M | 0.97% | |
| 27 | JMSTJ P MORGAN EXCHANGE TRADED F | 109,075 | $5.5M | 0.93% | |
| 28 | FBNDFIDELITY MERRIMACK STR TR | 115,685 | $5.3M | 0.89% | |
| 29 | GSIEGOLDMAN SACHS ETF TR | 140,304 | $5.0M | 0.84% | |
| 30 | NVDANVIDIA CORPORATION | 41,233 | $4.5M | 0.75% | |
| 31 | METAMETA PLATFORMS INC | 7,562 | $4.4M | 0.73% | |
| 32 | GOOGLALPHABET INC | 27,533 | $4.3M | 0.72% | |
| 33 | GOOGALPHABET INC | 27,209 | $4.3M | 0.72% | |
| 34 | VPLSVANGUARD MALVERN FDS | 53,483 | $4.1M | 0.70% | |
| 35 | HTRBHARTFORD FDS EXCHANGE TRADED | 122,252 | $4.1M | 0.70% | |
| 36 | FIXDFIRST TR EXCHNG TRADED FD VI | 92,434 | $4.1M | 0.68% | |
| 37 | VWOVANGUARD INTL EQUITY INDEX F | 74,084 | $3.4M | 0.56% | |
| 38 | XOMEXXON MOBIL CORP | 27,739 | $3.3M | 0.56% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2M | 0.54% | |
| 40 | PGPROCTER AND GAMBLE CO | 18,320 | $3.1M | 0.53% | |
| 41 | BLKBLACKROCK INC | 3,050 | $2.9M | 0.49% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,369 | $2.9M | 0.48% | |
| 43 | CSXCSX CORP | 94,640 | $2.8M | 0.47% | |
| 44 | JPMJPMORGAN CHASE & CO. | 9,985 | $2.4M | 0.41% | |
| 45 | JPSTJ P MORGAN EXCHANGE TRADED F | 46,823 | $2.4M | 0.40% | |
| 46 | APPAPPLOVIN CORP | 8,838 | $2.3M | 0.39% | |
| 47 | TMUST-MOBILE US INC | 8,665 | $2.3M | 0.39% | |
| 48 | SPYSPDR S&P 500 ETF TR | 3,774 | $2.1M | 0.36% | |
| 49 | PBPROSPERITY BANCSHARES INC | 29,041 | $2.1M | 0.35% | |
| 50 | PEPPEPSICO INC | 13,450 | $2.0M | 0.34% | |
| 51 | BXSLBLACKSTONE SECD LENDING FD | 62,215 | $2.0M | 0.34% | |
| 52 | LIILENNOX INTL INC | 3,427 | $1.9M | 0.32% | |
| 53 | CSCOCISCO SYS INC | 28,338 | $1.7M | 0.29% | |
| 54 | AVGOBROADCOM INC | 10,346 | $1.7M | 0.29% | |
| 55 | BKNGBOOKING HOLDINGS INC | 361 | $1.7M | 0.28% | |
| 56 | LLYELI LILLY & CO | 1,856 | $1.5M | 0.26% | |
| 57 | JNJJOHNSON & JOHNSON | 9,154 | $1.5M | 0.26% | |
| 58 | NDQINVESCO QQQ TR | 3,202 | $1.5M | 0.25% | |
| 59 | IUSVISHARES TR | 15,423 | $1.4M | 0.24% | |
| 60 | TXNTEXAS INSTRS INC | 7,643 | $1.4M | 0.23% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 2,533 | $1.3M | 0.22% | |
| 62 | COPCONOCOPHILLIPS | 11,903 | $1.3M | 0.21% | |
| 63 | IUSBISHARES TR | 27,016 | $1.2M | 0.21% | |
| 64 | TFLOISHARES TR | 23,578 | $1.2M | 0.20% | |
| 65 | DIVOAMPLIFY ETF TR | 29,109 | $1.2M | 0.20% | |
| 66 | KOCOCA COLA CO | 16,172 | $1.2M | 0.19% | |
| 67 | USMVISHARES TR | 12,202 | $1.1M | 0.19% | |
| 68 | DDTOINNOVATOR ETFS TRUST | 34,692 | $1.1M | 0.18% | |
| 69 | TSLATESLA INC | 4,182 | $1.1M | 0.18% | |
| 70 | MPLXMPLX LP | 19,200 | $1.0M | 0.17% | |
| 71 | PGRPROGRESSIVE CORP | 3,619 | $1.0M | 0.17% | |
| 72 | COSTCOSTCO WHSL CORP NEW | 1,079 | $1.0M | 0.17% | |
| 73 | VEAVANGUARD TAX-MANAGED FDS | 19,765 | $1.0M | 0.17% | |
| 74 | EPDENTERPRISE PRODS PARTNERS L | 29,056 | $991K | 0.17% | |
| 75 | TAT&T INC | 34,638 | $979K | 0.16% | |
| 76 | IVVISHARES TR | 1,738 | $976K | 0.16% | |
| 77 | BONDPIMCO ETF TR | 10,073 | $931K | 0.16% | |
| 78 | VTEBVANGUARD MUN BD FDS | 18,755 | $930K | 0.16% | |
| 79 | FISVFISERV INC | 3,960 | $874K | 0.15% | |
| 80 | CBCHUBB LIMITED | 2,820 | $851K | 0.14% | |
| 81 | AXPAMERICAN EXPRESS CO | 3,149 | $847K | 0.14% | |
| 82 | UNPUNION PAC CORP | 3,573 | $843K | 0.14% | |
| 83 | ETBEATON VANCE TAX MNGED BUY WR | 59,314 | $809K | 0.14% | |
| 84 | CVXCHEVRON CORP NEW | 4,688 | $784K | 0.13% | |
| 85 | HIGHARTFORD INSURANCE GROUP INC | 5,959 | $737K | 0.12% | |
| 86 | DISDISNEY WALT CO | 7,385 | $728K | 0.12% | |
| 87 | MLNVANECK ETF TRUST | 41,630 | $723K | 0.12% | |
| 88 | MMINNEW YORK LIFE INVTS ACTIVE E | 29,421 | $695K | 0.12% | |
| 89 | ABBVABBVIE INC | 3,311 | $693K | 0.12% | |
| 90 | BACBANK AMERICA CORP | 16,464 | $687K | 0.12% | |
| 91 | IWFISHARES TR | 1,860 | $671K | 0.11% | |
| 92 | 4I1PHILIP MORRIS INTL INC | 4,227 | $671K | 0.11% | |
| 93 | NVSNNOVARTIS AG | 5,989 | $667K | 0.11% | |
| 94 | ENBENBRIDGE INC | 14,894 | $659K | 0.11% | |
| 95 | LMTLOCKHEED MARTIN CORP | 1,475 | $658K | 0.11% | |
| 96 | WFCWELLS FARGO CO NEW | 9,022 | $647K | 0.11% | |
| 97 | EXPEEXPEDIA GROUP INC | 3,845 | $646K | 0.11% | |
| 98 | PFEPFIZER INC | 25,334 | $641K | 0.11% | |
| 99 | AMGNAMGEN INC | 2,040 | $635K | 0.11% | |
| 100 | MUBISHARES TR | 5,912 | $623K | 0.10% |
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