CFO4Life Group, LLC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$569.2M

Holdings

219

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (219 positions)

#StockSharesValue% PortfolioType
201
IBITISHARES BITCOIN TRUST ETF
3,789$201K0.04%
202
VBRVANGUARD INDEX FDS
1,013$200K0.04%
203
XHRXENIA HOTELS & RESORTS INC
13,215$196K0.03%
204
BDJBLACKROCK ENHANCED EQUITY DI
23,583$195K0.03%
205
SLRCSLR INVESTMENT CORP
12,000$193K0.03%
206
PAGPPLAINS GP HLDGS L P
10,354$190K0.03%
207
GBDCGOLUB CAP BDC INC
11,921$180K0.03%
208
SACHSACHEM CAP CORP
116,640$157K0.03%
209
CORZWCORE SCIENTIFIC INC NEW
17,015$139K0.02%
210
CWKCUSHMAN WAKEFIELD PLC
10,305$134K0.02%
211
GSBDGOLDMAN SACHS BDC INC
11,101$134K0.02%
212
ERICTELEFONAKTIEBOLAGET LM ERICS
15,714$126K0.02%
213
NWGNATWEST GROUP PLC
10,931$111K0.02%
214
ETWEATON VANCE TAX-MANAGED GLOB
13,264$111K0.02%
215
TPVGTRIPLEPOINT VENTURE GROWTH B
13,610$100K0.02%
216
ACREARES COML REAL ESTATE CORP
17,000$100K0.02%
217
LYGLLOYDS BANKING GROUP PLC
36,407$99K0.02%
218
BRSPBRIGHTSPIRE CAPITAL INC
14,500$81K0.01%
219
MPTMEDICAL PPTYS TRUST INC
13,981$55K0.01%
PreviousPage 3 of 3