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 |
|---|---|---|---|---|---|
| 201 | IWMISHARES TR | 982 | $237K | 0.03% | |
| 202 | IWVISHARES TR | 615 | $233K | 0.03% | |
| 203 | URIUNITED RENTALS INC | 240 | $229K | 0.03% | |
| 204 | MRKMERCK & CO INC | 2,721 | $228K | 0.03% | |
| 205 | BDJBLACKROCK ENHANCED EQUITY DI | 25,125 | $228K | 0.03% | |
| 206 | SLVISHARES SILVER TR | 5,390 | $228K | 0.03% | |
| 207 | AALAMERICAN AIRLS GROUP INC | 20,261 | $227K | 0.03% | |
| 208 | EFVISHARES TR | 3,352 | $227K | 0.03% | |
| 209 | ASMLASML HOLDING N V | 230 | $222K | 0.03% | |
| 210 | GEVGE VERNOVA INC | 360 | $221K | 0.03% | |
| 211 | CITCINTAS CORP | 1,075 | $220K | 0.03% | |
| 212 | FMBFIRST TR EXCH TRADED FD III | 4,355 | $220K | 0.03% | |
| 213 | TMOTHERMO FISHER SCIENTIFIC INC | 450 | $218K | 0.03% | |
| 214 | IJKISHARES TR | 2,250 | $215K | 0.03% | |
| 215 | PANWPALO ALTO NETWORKS INC | 1,037 | $211K | 0.03% | |
| 216 | FQALFIDELITY COVINGTON TRUST | 2,793 | $208K | 0.03% | |
| 217 | VBTXVERITEX HLDGS INC | 6,202 | $207K | 0.03% | |
| 218 | XFLTXAI OCTAGN FLT RAT & ALT INM | 38,800 | $205K | 0.03% | |
| 219 | MRVLMARVELL TECHNOLOGY INC | 2,402 | $201K | 0.03% | |
| 220 | SLRCSLR INVESTMENT CORP | 12,000 | $183K | 0.03% | |
| 221 | GBDCGOLUB CAP BDC INC | 12,752 | $174K | 0.03% | |
| 222 | CWKCUSHMAN WAKEFIELD PLC | 10,305 | $164K | 0.02% | |
| 223 | ECCEAGLE POINT CREDIT COMPANY I | 23,475 | $155K | 0.02% | |
| 224 | DYT1DYNEX CAP INC | 11,875 | $145K | 0.02% | |
| 225 | LYGLLOYDS BANKING GROUP PLC | 30,263 | $137K | 0.02% | |
| 226 | SACHSACHEM CAP CORP | 118,940 | $132K | 0.02% | |
| 227 | ETWEATON VANCE TAX-MANAGED GLOB | 14,222 | $128K | 0.02% | |
| 228 | ERICTELEFONAKTIEBOLAGET LM ERICS | 14,413 | $119K | 0.02% | |
| 229 | BRSPBRIGHTSPIRE CAPITAL INC | 14,500 | $78K | 0.01% | |
| 230 | TPVGTRIPLEPOINT VENTURE GROWTH B | 13,610 | $78K | 0.01% | |
| 231 | ACREARES COML REAL ESTATE CORP | 17,000 | $76K | 0.01% | |
| 232 | AMCAMC ENTMT HLDGS INC | 10,649 | $30K | 0.00% | |
| 233 | MBIOMUSTANG BIO INC | 10,461 | $15K | 0.00% | |
| 234 | GNSGENIUS GROUP LTD | 15,000 | $14K | 0.00% |
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