CFO4Life Group, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$688.0M
Holdings
234
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RDDTREDDIT INC | 3,005 | $691K | 0.10% | |
| 102 | PFEPFIZER INC | 26,803 | $682K | 0.10% | |
| 103 | WFCWELLS FARGO CO NEW | 8,049 | $674K | 0.10% | |
| 104 | 4I1PHILIP MORRIS INTL INC | 4,151 | $673K | 0.10% | |
| 105 | ENBENBRIDGE INC | 13,324 | $672K | 0.10% | |
| 106 | LMTLOCKHEED MARTIN CORP | 1,346 | $671K | 0.10% | |
| 107 | ITOTISHARES TR | 4,600 | $669K | 0.10% | |
| 108 | MOALTRIA GROUP INC | 10,043 | $663K | 0.10% | |
| 109 | IUSBISHARES TR | 14,018 | $654K | 0.10% | |
| 110 | EQTEQT CORP | 11,909 | $648K | 0.09% | |
| 111 | BEBLOOM ENERGY CORP | 7,541 | $637K | 0.09% | |
| 112 | CITHE CIGNA GROUP | 2,204 | $635K | 0.09% | |
| 113 | MUBISHARES TR | 5,912 | $629K | 0.09% | |
| 114 | MLNVANECK ETF TRUST | 35,830 | $626K | 0.09% | |
| 115 | BIZDVANECK ETF TRUST | 41,650 | $622K | 0.09% | |
| 116 | PINSPINTEREST INC | 18,493 | $594K | 0.09% | |
| 117 | GQ9SPDR GOLD TR | 1,622 | $576K | 0.08% | |
| 118 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,008 | $560K | 0.08% | |
| 119 | INTCINTEL CORP | 16,419 | $550K | 0.08% | |
| 120 | AMGNAMGEN INC | 1,940 | $547K | 0.08% | |
| 121 | NFLXNETFLIX INC | 454 | $544K | 0.08% | |
| 122 | SSBSOUTHSTATE BK CORP | 5,485 | $542K | 0.08% | |
| 123 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,223 | $521K | 0.08% | |
| 124 | CORZCORE SCIENTIFIC INC NEW | 29,037 | $520K | 0.08% | |
| 125 | BACVERIZON COMMUNICATIONS INC | 11,595 | $509K | 0.07% | |
| 126 | MCDMCDONALDS CORP | 1,669 | $507K | 0.07% | |
| 127 | SPLVINVESCO EXCH TRADED FD TR II | 6,884 | $505K | 0.07% | |
| 128 | PAYCPAYCOM SOFTWARE INC | 2,392 | $497K | 0.07% | |
| 129 | CARRCARRIER GLOBAL CORPORATION | 8,001 | $477K | 0.07% | |
| 130 | UGIUGI CORP NEW | 14,261 | $474K | 0.07% | |
| 131 | MOATVANECK ETF TRUST | 4,685 | $464K | 0.07% | |
| 132 | GPIQGOLDMAN SACHS ETF TR | 8,848 | $464K | 0.07% | |
| 133 | VTVANGUARD INTL EQUITY INDEX F | 3,326 | $458K | 0.07% | |
| 134 | BCSFBAIN CAP SPECIALTY FIN INC | 31,813 | $453K | 0.07% | |
| 135 | GSGOLDMAN SACHS GROUP INC | 570 | $453K | 0.07% | |
| 136 | SPHQINVESCO EXCHANGE TRADED FD T | 6,152 | $450K | 0.07% | |
| 137 | IBITISHARES BITCOIN TRUST ETF | 6,937 | $450K | 0.07% | |
| 138 | KMIKINDER MORGAN INC DEL | 15,238 | $431K | 0.06% | |
| 139 | AMDADVANCED MICRO DEVICES INC | 2,662 | $430K | 0.06% | |
| 140 | LOWLOWES COS INC | 1,675 | $420K | 0.06% | |
| 141 | GILDGILEAD SCIENCES INC | 3,780 | $419K | 0.06% | |
| 142 | ABGCENCORA INC | 1,313 | $410K | 0.06% | |
| 143 | IEMGISHARES INC | 5,978 | $394K | 0.06% | |
| 144 | FDXFEDEX CORP | 1,669 | $393K | 0.06% | |
| 145 | BABOEING CO | 1,820 | $392K | 0.06% | |
| 146 | IBMINTERNATIONAL BUSINESS MACHS | 1,382 | $389K | 0.06% | |
| 147 | PDIPIMCO DYNAMIC INCOME FD | 19,632 | $388K | 0.06% | |
| 148 | GEGE AEROSPACE | 1,287 | $387K | 0.06% | |
| 149 | SCHWSCHWAB CHARLES CORP | 4,014 | $383K | 0.06% | |
| 150 | AOMISHARES TR | 7,935 | $377K | 0.05% | |
| 151 | DUKDUKE ENERGY CORP NEW | 2,979 | $368K | 0.05% | |
| 152 | SCHXSCHWAB STRATEGIC TR | 13,962 | $367K | 0.05% | |
| 153 | RTXRTX CORPORATION | 2,172 | $363K | 0.05% | |
| 154 | NOWSERVICENOW INC | 389 | $357K | 0.05% | |
| 155 | RSPINVESCO EXCHANGE TRADED FD T | 1,864 | $353K | 0.05% | |
| 156 | DELLDELL TECHNOLOGIES INC | 2,493 | $353K | 0.05% | |
| 157 | VIGVANGUARD SPECIALIZED FUNDS | 1,635 | $352K | 0.05% | |
| 158 | VXUSVANGUARD STAR FDS | 4,781 | $351K | 0.05% | |
| 159 | VSTVISTRA CORP | 1,770 | $346K | 0.05% | |
| 160 | GPIXGOLDMAN SACHS ETF TR | 6,366 | $332K | 0.05% | |
| 161 | DBEFDBX ETF TR | 7,079 | $328K | 0.05% | |
| 162 | PFFDGLOBAL X FDS | 16,888 | $328K | 0.05% | |
| 163 | PSXPHILLIPS 66 | 2,394 | $325K | 0.05% | |
| 164 | IRTINDEPENDENCE RLTY TR INC | 19,471 | $319K | 0.05% | |
| 165 | LINLINDE PLC | 669 | $317K | 0.05% | |
| 166 | LAMRLAMAR ADVERTISING CO NEW | 2,550 | $312K | 0.05% | |
| 167 | FSKFS KKR CAP CORP | 20,676 | $308K | 0.04% | |
| 168 | LRCXLAM RESEARCH CORP | 2,288 | $306K | 0.04% | |
| 169 | ABTABBOTT LABS | 2,288 | $306K | 0.04% | |
| 170 | BUTIDAL TRUST II | 21,614 | $301K | 0.04% | |
| 171 | KRGKITE RLTY GROUP TR | 13,379 | $298K | 0.04% | |
| 172 | CATCATERPILLAR INC | 611 | $291K | 0.04% | |
| 173 | AMATAPPLIED MATLS INC | 1,413 | $289K | 0.04% | |
| 174 | OBDCBLUE OWL CAPITAL CORPORATION | 22,546 | $287K | 0.04% | |
| 175 | VLOVALERO ENERGY CORP | 1,685 | $286K | 0.04% | |
| 176 | FVALFIDELITY COVINGTON TRUST | 4,132 | $284K | 0.04% | |
| 177 | XTISHARES TR | 3,961 | $284K | 0.04% | |
| 178 | GMEGAMESTOP CORP NEW | 20,201 | $283K | 0.04% | Call |
| 179 | PFFISHARES TR | 8,709 | $275K | 0.04% | |
| 180 | SBUXSTARBUCKS CORP | 3,233 | $273K | 0.04% | |
| 181 | BNDVANGUARD BD INDEX FDS | 3,663 | $272K | 0.04% | |
| 182 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,715 | $271K | 0.04% | |
| 183 | PDNINVESCO EXCH TRADED FD TR II | 6,552 | $269K | 0.04% | |
| 184 | AQLTISHARES TR | 1,900 | $269K | 0.04% | |
| 185 | HOMBHOME BANCSHARES INC | 9,511 | $269K | 0.04% | |
| 186 | DWDMORGAN STANLEY | 1,688 | $268K | 0.04% | |
| 187 | INTUINTUIT | 390 | $266K | 0.04% | |
| 188 | XLKSELECT SECTOR SPDR TR | 944 | $266K | 0.04% | |
| 189 | VVVANGUARD INDEX FDS | 845 | $260K | 0.04% | |
| 190 | MCKMCKESSON CORP | 336 | $259K | 0.04% | |
| 191 | AMTAMERICAN TOWER CORP NEW | 1,346 | $258K | 0.04% | |
| 192 | FMHIFIRST TR EXCH TRADED FD III | 5,375 | $255K | 0.04% | |
| 193 | AGNCAGNC INVT CORP | 26,129 | $255K | 0.04% | |
| 194 | FNDFSCHWAB STRATEGIC TR | 5,908 | $253K | 0.04% | |
| 195 | PTYPIMCO CORPORATE & INCOME OPP | 17,458 | $252K | 0.04% | |
| 196 | ETENERGY TRANSFER L P | 14,635 | $251K | 0.04% | |
| 197 | SOSOUTHERN CO | 2,653 | $251K | 0.04% | |
| 198 | OXLCOXFORD LANE CAP CORP | 14,682 | $248K | 0.04% | |
| 199 | RSGREPUBLIC SVCS INC | 1,073 | $246K | 0.04% | |
| 200 | BOTZGLOBAL X FDS | 6,744 | $238K | 0.03% |