CFO4Life Group, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$594.1B
Holdings
221
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | QCOMQUALCOMM INC | 4,049 | $622.0M | 0.10% | |
| 102 | PLTRPALANTIR TECHNOLOGIES INC | 7,262 | $612.9M | 0.10% | |
| 103 | DOCUDOCUSIGN INC | 7,513 | $611.6M | 0.10% | |
| 104 | NTRSNORTHERN TR CORP | 6,103 | $602.1M | 0.10% | |
| 105 | CIIBLACKROCK ENHANCED LARGE CAP | 32,335 | $597.2M | 0.10% | |
| 106 | MOALTRIA GROUP INC | 9,943 | $596.8M | 0.10% | |
| 107 | EMEEMCOR GROUP INC | 1,606 | $593.6M | 0.10% | |
| 108 | ITOTISHARES TR | 4,854 | $592.2M | 0.10% | |
| 109 | VUGVANGUARD INDEX FDS | 1,579 | $585.4M | 0.10% | |
| 110 | IWMISHARES TR | 2,907 | $579.9M | 0.10% | |
| 111 | RMERESMED INC | 2,519 | $563.8M | 0.09% | |
| 112 | FNFFIDELITY NATIONAL FINANCIAL | 8,607 | $560.1M | 0.09% | |
| 113 | BMRNBIOMARIN PHARMACEUTICAL INC | 7,913 | $559.4M | 0.09% | |
| 114 | AEEAMEREN CORP | 5,567 | $558.9M | 0.09% | |
| 115 | TRVCCITIGROUP INC | 7,733 | $549.0M | 0.09% | |
| 116 | PINSPINTEREST INC | 17,321 | $537.0M | 0.09% | |
| 117 | NTAPNETAPP INC | 5,858 | $514.5M | 0.09% | |
| 118 | CARRCARRIER GLOBAL CORPORATION | 8,005 | $507.5M | 0.09% | |
| 119 | MCDMCDONALDS CORP | 1,624 | $507.2M | 0.09% | |
| 120 | BCSFBAIN CAP SPECIALTY FIN INC | 30,072 | $499.2M | 0.08% | |
| 121 | BACVERIZON COMMUNICATIONS INC | 10,893 | $494.1M | 0.08% | |
| 122 | SSBUSDSOUTHSTATE CORPORATION | 5,311 | $493.0M | 0.08% | |
| 123 | SPLVINVESCO EXCH TRADED FD TR II | 6,440 | $481.2M | 0.08% | |
| 124 | RDDTREDDIT INC | 4,446 | $466.4M | 0.08% | |
| 125 | BNDVANGUARD BD INDEX FDS | 6,289 | $461.9M | 0.08% | |
| 126 | GQ9SPDR GOLD TR | 1,602 | $461.6M | 0.08% | |
| 127 | IRTINDEPENDENCE RLTY TR INC | 21,000 | $445.8M | 0.08% | |
| 128 | KMIKINDER MORGAN INC DEL | 15,147 | $432.1M | 0.07% | |
| 129 | AGGISHARES TR | 4,279 | $423.3M | 0.07% | |
| 130 | GILDGILEAD SCIENCES INC | 3,716 | $416.4M | 0.07% | |
| 131 | MOATVANECK ETF TRUST | 4,685 | $412.3M | 0.07% | |
| 132 | FSKFS KKR CAP CORP | 19,503 | $408.6M | 0.07% | |
| 133 | SPHQINVESCO EXCHANGE TRADED FD T | 6,152 | $408.1M | 0.07% | |
| 134 | FDXFEDEX CORP | 1,665 | $405.8M | 0.07% | |
| 135 | DUKDUKE ENERGY CORP NEW | 3,315 | $404.4M | 0.07% | |
| 136 | NFLXNETFLIX INC | 432 | $402.9M | 0.07% | |
| 137 | GPIQGOLDMAN SACHS ETF TR | 8,771 | $391.2M | 0.07% | |
| 138 | SBUXSTARBUCKS CORP | 3,711 | $364.1M | 0.06% | |
| 139 | ABGCENCORA INC | 1,306 | $363.1M | 0.06% | |
| 140 | PDIPIMCO DYNAMIC INCOME FD | 18,332 | $363.0M | 0.06% | |
| 141 | ORCLORACLE CORP | 2,571 | $359.4M | 0.06% | |
| 142 | INTCINTEL CORP | 15,536 | $352.8M | 0.06% | |
| 143 | AOMISHARES TR | 7,935 | $348.2M | 0.06% | |
| 144 | OXLCLOXFORD LANE CAP CORP | 73,410 | $346.5M | 0.06% | |
| 145 | SCHWSCHWAB CHARLES CORP | 4,396 | $344.1M | 0.06% | |
| 146 | LAMRLAMAR ADVERTISING CO NEW | 2,979 | $338.9M | 0.06% | |
| 147 | TJANINNOVATOR ETFS TRUST | 13,240 | $335.0M | 0.06% | |
| 148 | VTVANGUARD INTL EQUITY INDEX F | 2,851 | $330.6M | 0.06% | |
| 149 | OBDCBLUE OWL CAPITAL CORPORATION | 22,336 | $327.4M | 0.06% | |
| 150 | PFFDGLOBAL X FDS | 16,888 | $321.6M | 0.05% | |
| 151 | RSPINVESCO EXCHANGE TRADED FD T | 1,848 | $320.2M | 0.05% | |
| 152 | IEMGISHARES INC | 5,905 | $318.7M | 0.05% | |
| 153 | DBEFDBX ETF TR | 7,117 | $308.2M | 0.05% | |
| 154 | SCHXSCHWAB STRATEGIC TR | 13,946 | $307.9M | 0.05% | |
| 155 | VIGVANGUARD SPECIALIZED FUNDS | 1,584 | $307.2M | 0.05% | |
| 156 | PSXPHILLIPS 66 | 2,462 | $304.1M | 0.05% | |
| 157 | LINLINDE PLC | 651 | $303.1M | 0.05% | |
| 158 | FMHIFIRST TR EXCH TRADED FD III | 6,221 | $297.4M | 0.05% | |
| 159 | VXUSVANGUARD STAR FDS | 4,734 | $294.0M | 0.05% | |
| 160 | KRGKITE RLTY GROUP TR | 13,097 | $293.0M | 0.05% | |
| 161 | ABTABBOTT LABS | 2,207 | $292.8M | 0.05% | |
| 162 | AMTAMERICAN TOWER CORP NEW | 1,342 | $292.1M | 0.05% | |
| 163 | CMCSACOMCAST CORP NEW | 7,862 | $290.1M | 0.05% | |
| 164 | BMYBRISTOL-MYERS SQUIBB CO | 4,672 | $284.9M | 0.05% | |
| 165 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,711 | $284.0M | 0.05% | |
| 166 | RTXRTX CORPORATION | 2,142 | $283.8M | 0.05% | |
| 167 | ETENERGY TRANSFER L P | 14,620 | $271.8M | 0.05% | |
| 168 | HOMBHOME BANCSHARES INC | 9,541 | $269.7M | 0.05% | |
| 169 | GEGE AEROSPACE | 1,326 | $265.5M | 0.04% | |
| 170 | IWVISHARES TR | 824 | $261.7M | 0.04% | |
| 171 | AQLTISHARES TR | 1,900 | $255.2M | 0.04% | |
| 172 | FVALFIDELITY COVINGTON TRUST | 4,268 | $254.3M | 0.04% | |
| 173 | AGNCAGNC INVT CORP | 26,511 | $254.0M | 0.04% | |
| 174 | PTYPIMCO CORPORATE & INCOME OPP | 17,458 | $252.4M | 0.04% | |
| 175 | MRKMERCK & CO INC | 2,797 | $251.1M | 0.04% | |
| 176 | RSGREPUBLIC SVCS INC | 1,036 | $250.9M | 0.04% | |
| 177 | BIZDVANECK ETF TRUST | 14,712 | $246.6M | 0.04% | |
| 178 | GSGOLDMAN SACHS GROUP INC | 450 | $245.8M | 0.04% | |
| 179 | IJKISHARES TR | 2,950 | $245.7M | 0.04% | |
| 180 | XLKSELECT SECTOR SPDR TR | 1,175 | $242.6M | 0.04% | |
| 181 | BABOEING CO | 1,418 | $241.8M | 0.04% | |
| 182 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,622 | $239.3M | 0.04% | |
| 183 | CRMSALESFORCE INC | 866 | $232.4M | 0.04% | |
| 184 | XFLTXAI OCTAGN FLT RAT & ALT INM | 38,800 | $229.3M | 0.04% | |
| 185 | INTUINTUIT | 373 | $229.0M | 0.04% | |
| 186 | XTISHARES TR | 3,961 | $228.0M | 0.04% | |
| 187 | MCKMCKESSON CORP | 336 | $226.1M | 0.04% | |
| 188 | IBITISHARES BITCOIN TRUST ETF | 4,805 | $224.9M | 0.04% | |
| 189 | VSTVISTRA CORP | 1,913 | $224.6M | 0.04% | |
| 190 | APDAIR PRODS & CHEMS INC | 749 | $220.8M | 0.04% | |
| 191 | SOSOUTHERN CO | 2,392 | $220.0M | 0.04% | |
| 192 | GPIXGOLDMAN SACHS ETF TR | 4,695 | $218.8M | 0.04% | |
| 193 | MDTMEDTRONIC PLC | 2,430 | $218.3M | 0.04% | |
| 194 | VVVANGUARD INDEX FDS | 845 | $217.2M | 0.04% | |
| 195 | PDNINVESCO EXCH TRADED FD TR II | 6,451 | $216.0M | 0.04% | |
| 196 | ISRGINTUITIVE SURGICAL INC | 436 | $215.9M | 0.04% | |
| 197 | CITCINTAS CORP | 1,044 | $214.6M | 0.04% | |
| 198 | TMOTHERMO FISHER SCIENTIFIC INC | 429 | $213.5M | 0.04% | |
| 199 | FNDFSCHWAB STRATEGIC TR | 5,876 | $212.4M | 0.04% | |
| 200 | VLOVALERO ENERGY CORP | 1,580 | $208.7M | 0.04% |