CFO4Life Group, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$639.5M
Holdings
228
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (228 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EQTEQT CORP | 11,557 | $673K | 0.11% | |
| 102 | NVSNNOVARTIS AG | 5,551 | $671K | 0.10% | |
| 103 | PINSPINTEREST INC | 18,389 | $659K | 0.10% | |
| 104 | LMTLOCKHEED MARTIN CORP | 1,403 | $649K | 0.10% | |
| 105 | PFEPFIZER INC | 26,041 | $631K | 0.10% | |
| 106 | WFCWELLS FARGO CO NEW | 7,877 | $631K | 0.10% | |
| 107 | CVXCHEVRON CORP NEW | 4,382 | $627K | 0.10% | |
| 108 | ITOTISHARES TR | 4,600 | $621K | 0.10% | |
| 109 | MUBISHARES TR | 5,912 | $617K | 0.10% | |
| 110 | TRVCCITIGROUP INC | 7,225 | $615K | 0.10% | |
| 111 | ABBVABBVIE INC | 3,291 | $610K | 0.10% | |
| 112 | ENBENBRIDGE INC | 13,457 | $609K | 0.10% | |
| 113 | BIZDVANECK ETF TRUST | 37,407 | $608K | 0.10% | |
| 114 | MLNVANECK ETF TRUST | 35,830 | $605K | 0.09% | |
| 115 | NFLXNETFLIX INC | 437 | $585K | 0.09% | |
| 116 | MOALTRIA GROUP INC | 9,935 | $582K | 0.09% | |
| 117 | CARRCARRIER GLOBAL CORPORATION | 7,916 | $579K | 0.09% | |
| 118 | PAYCPAYCOM SOFTWARE INC | 2,394 | $554K | 0.09% | |
| 119 | AEEAMEREN CORP | 5,691 | $546K | 0.09% | |
| 120 | BACVERIZON COMMUNICATIONS INC | 12,588 | $544K | 0.09% | |
| 121 | AMGNAMGEN INC | 1,926 | $537K | 0.08% | |
| 122 | GQ9SPDR GOLD TR | 1,638 | $499K | 0.08% | |
| 123 | SSBUSDSOUTHSTATE CORPORATION | 5,419 | $498K | 0.08% | |
| 124 | MCDMCDONALDS CORP | 1,635 | $477K | 0.07% | |
| 125 | BABOEING CO | 2,276 | $476K | 0.07% | |
| 126 | SPLVINVESCO EXCH TRADED FD TR II | 6,447 | $469K | 0.07% | |
| 127 | BCSFBAIN CAP SPECIALTY FIN INC | 30,908 | $464K | 0.07% | |
| 128 | RDDTREDDIT INC | 3,029 | $456K | 0.07% | |
| 129 | KMIKINDER MORGAN INC DEL | 15,287 | $449K | 0.07% | |
| 130 | MOATVANECK ETF TRUST | 4,685 | $439K | 0.07% | |
| 131 | GPIQGOLDMAN SACHS ETF TR | 8,801 | $438K | 0.07% | |
| 132 | SPHQINVESCO EXCHANGE TRADED FD T | 6,152 | $438K | 0.07% | |
| 133 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,846 | $418K | 0.07% | |
| 134 | FSKFS KKR CAP CORP | 20,081 | $416K | 0.07% | |
| 135 | VTVANGUARD INTL EQUITY INDEX F | 3,239 | $416K | 0.07% | |
| 136 | GILDGILEAD SCIENCES INC | 3,746 | $415K | 0.06% | |
| 137 | ABGCENCORA INC | 1,308 | $392K | 0.06% | |
| 138 | BUTIDAL TR II | 17,594 | $390K | 0.06% | |
| 139 | GSGOLDMAN SACHS GROUP INC | 549 | $388K | 0.06% | |
| 140 | SCHWSCHWAB CHARLES CORP | 4,180 | $381K | 0.06% | |
| 141 | VSTVISTRA CORP | 1,960 | $379K | 0.06% | |
| 142 | INTCINTEL CORP | 16,609 | $372K | 0.06% | |
| 143 | FDXFEDEX CORP | 1,639 | $372K | 0.06% | |
| 144 | PDIPIMCO DYNAMIC INCOME FD | 19,632 | $372K | 0.06% | |
| 145 | AOMISHARES TR | 7,935 | $365K | 0.06% | |
| 146 | IBMINTERNATIONAL BUSINESS MACHS | 1,236 | $364K | 0.06% | |
| 147 | LOWLOWES COS INC | 1,640 | $363K | 0.06% | |
| 148 | NOWSERVICENOW INC | 354 | $363K | 0.06% | |
| 149 | IEMGISHARES INC | 5,941 | $356K | 0.06% | |
| 150 | DUKDUKE ENERGY CORP NEW | 2,997 | $353K | 0.06% | |
| 151 | DDTOINNOVATOR ETFS TRUST | 10,856 | $348K | 0.05% | |
| 152 | IRTINDEPENDENCE RLTY TR INC | 19,338 | $342K | 0.05% | |
| 153 | SCHXSCHWAB STRATEGIC TR | 13,954 | $341K | 0.05% | |
| 154 | GPIXGOLDMAN SACHS ETF TR | 6,766 | $337K | 0.05% | |
| 155 | RSPINVESCO EXCHANGE TRADED FD T | 1,856 | $337K | 0.05% | |
| 156 | VIGVANGUARD SPECIALIZED FUNDS | 1,633 | $334K | 0.05% | |
| 157 | VXUSVANGUARD STAR FDS | 4,758 | $328K | 0.05% | |
| 158 | AMDADVANCED MICRO DEVICES INC | 2,292 | $325K | 0.05% | |
| 159 | OBDCBLUE OWL CAPITAL CORPORATION | 22,444 | $321K | 0.05% | |
| 160 | GEGE AEROSPACE | 1,240 | $319K | 0.05% | |
| 161 | PFFDGLOBAL X FDS | 16,888 | $318K | 0.05% | |
| 162 | DBEFDBX ETF TR | 7,222 | $315K | 0.05% | |
| 163 | ABTABBOTT LABS | 2,300 | $312K | 0.05% | |
| 164 | LAMRLAMAR ADVERTISING CO NEW | 2,564 | $311K | 0.05% | |
| 165 | INTUINTUIT | 395 | $311K | 0.05% | |
| 166 | RTXRTX CORPORATION | 2,111 | $308K | 0.05% | |
| 167 | OXLCLOXFORD LANE CAP CORP | 73,410 | $308K | 0.05% | |
| 168 | LINLINDE PLC | 653 | $306K | 0.05% | |
| 169 | SBUXSTARBUCKS CORP | 3,274 | $300K | 0.05% | |
| 170 | AMTAMERICAN TOWER CORP NEW | 1,360 | $300K | 0.05% | |
| 171 | KRGKITE RLTY GROUP TR | 13,220 | $299K | 0.05% | |
| 172 | DELLDELL TECHNOLOGIES INC | 2,439 | $298K | 0.05% | |
| 173 | IBITISHARES BITCOIN TRUST ETF | 4,821 | $295K | 0.05% | |
| 174 | FBTCFIDELITY WISE ORIGIN BITCOIN | 3,099 | $291K | 0.05% | |
| 175 | BNDVANGUARD BD INDEX FDS | 3,889 | $286K | 0.04% | |
| 176 | PSXPHILLIPS 66 | 2,375 | $283K | 0.04% | |
| 177 | IWMISHARES TR | 1,314 | $283K | 0.04% | |
| 178 | HOMBHOME BANCSHARES INC | 9,511 | $270K | 0.04% | |
| 179 | PFFISHARES TR | 8,645 | $265K | 0.04% | |
| 180 | ETENERGY TRANSFER L P | 14,627 | $265K | 0.04% | |
| 181 | AMATAPPLIED MATLS INC | 1,449 | $265K | 0.04% | |
| 182 | FVALFIDELITY COVINGTON TRUST | 4,118 | $263K | 0.04% | |
| 183 | RSGREPUBLIC SVCS INC | 1,052 | $259K | 0.04% | |
| 184 | XTISHARES TR | 3,961 | $258K | 0.04% | |
| 185 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,675 | $254K | 0.04% | |
| 186 | PDNINVESCO EXCH TRADED FD TR II | 6,510 | $253K | 0.04% | |
| 187 | CITCINTAS CORP | 1,134 | $252K | 0.04% | |
| 188 | AQLTISHARES TR | 1,900 | $252K | 0.04% | |
| 189 | FMHIFIRST TR EXCH TRADED FD III | 5,375 | $251K | 0.04% | |
| 190 | ISRGINTUITIVE SURGICAL INC | 462 | $251K | 0.04% | |
| 191 | GMEGAMESTOP CORP NEW | 10,200 | $248K | 0.04% | |
| 192 | PTYPIMCO CORPORATE & INCOME OPP | 17,458 | $242K | 0.04% | |
| 193 | VVVANGUARD INDEX FDS | 845 | $241K | 0.04% | |
| 194 | AGNCAGNC INVT CORP | 26,167 | $240K | 0.04% | |
| 195 | MCKMCKESSON CORP | 328 | $240K | 0.04% | |
| 196 | XLKSELECT SECTOR SPDR TR | 944 | $239K | 0.04% | |
| 197 | CMCSACOMCAST CORP NEW | 6,683 | $238K | 0.04% | |
| 198 | FNDFSCHWAB STRATEGIC TR | 5,908 | $236K | 0.04% | |
| 199 | SOSOUTHERN CO | 2,551 | $234K | 0.04% | |
| 200 | IWVISHARES TR | 659 | $231K | 0.04% |