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CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
+6.99%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
+$13.3M
Cap. Flow %
1.93%
Top 10 Hldgs %
48.55%
Holding
245
New
17
Increased
133
Reduced
55
Closed
10

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.84M
2
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.49M
3
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

Rank Stock Value
1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$983K
2
CB icon
Chubb
CB
+$833K
3
QCOM icon
Qualcomm
QCOM
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

Rank Sector Weight
1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.23T
$6.96M 1.01%
28,643
+1,118
+4% +$234K
IEI icon
27
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$6.64M 0.96%
55,522
-8,268
-13% -$983K
DAR icon
28
Darling Ingredients
DAR
$10B
$6.58M 0.96%
213,212
-11,083
-5% -$370K
META icon
29
Meta Platforms (Facebook)
META
$1.64T
$5.99M 0.87%
8,162
+403
+5% +$300K
GSIE icon
30
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$5.9M 0.86%
143,474
+1,571
+1% +$63.4K
WM icon
31
Waste Management
WM
$96.1B
$5.85M 0.85%
26,500
-189
-0.7% -$42.6K
FBND icon
32
Fidelity Total Bond ETF
FBND
$26.9B
$5.47M 0.79%
118,219
+4,603
+4% +$211K
APP icon
33
Applovin
APP
$143B
$5.14M 0.75%
7,155
+717
+11% +$331K
JMST icon
34
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$5.06M 0.73%
99,044
-2,186
-2% -$111K
VPLS
35
Vanguard Core Plus Bond ETF
VPLS
$1.66B
$4.33M 0.63%
55,086
+2,655
+5% +$207K
HTRB icon
36
Hartford Total Return Bond ETF
HTRB
$2.23B
$4.3M 0.63%
125,515
+5,383
+4% +$183K
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.9M 0.57%
71,934
+1,130
+2% +$58.2K
AVGO icon
38
Broadcom
AVGO
$1.76T
$3.59M 0.52%
10,885
+347
+3% +$106K
FIXD icon
39
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.27B
$3.56M 0.52%
80,097
-2,098
-3% -$92.3K
CSX icon
40
CSX Corp
CSX
$94.3B
$3.34M 0.49%
93,994
+9
+0% +$307
BLK icon
41
Blackrock
BLK
$166B
$3.23M 0.47%
2,774
+4
+0.1% +$4.47K
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.22M 0.47%
6,412
+1,338
+26% +$648K
TSLA icon
43
Tesla
TSLA
$1.43T
$3.1M 0.45%
6,981
+2,640
+61% +$916K
XOM icon
44
ExxonMobil
XOM
$611B
$3.08M 0.45%
27,318
-2
-0% -$222
JPM icon
45
JPMorgan Chase
JPM
$907B
$3.05M 0.44%
9,684
+92
+1% +$27.4K
BRK.A icon
46
Berkshire Hathaway Class A
BRK.A
$1.06T
$3.02M 0.44%
4
– –
PG icon
47
Procter & Gamble
PG
$349B
$2.73M 0.4%
17,768
+130
+0.7% +$20.3K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.52M 0.37%
3,783
+11
+0.3% +$7.05K
TMUS icon
49
T-Mobile US
TMUS
$208B
$2.05M 0.3%
8,565
-47
-0.5% -$11.4K
JNJ icon
50
Johnson & Johnson
JNJ
$609B
$2.01M 0.29%
10,855
+179
+2% +$30.7K
1
2
3 4 5

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CFO4Life Group's Q3 2025 Portfolio in Review

As of Q3 2025, CFO4Life Group held 245 positions worth $688M, up 7.6% from $640M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

CFO4Life Group's Q3 2025 filing shows 17 new, 133 increased, 55 reduced and 10 closed positions. Its largest new stake was UGI: 14,261 shares worth $474K. The largest sale was iShares 3-7 Year Treasury Bond ETF, an estimated $983K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Industrials and Financials.

  • CFO4Life Group's largest Q3 2025 buy was UGI: 14,261 shares worth $474K.
  • CFO4Life Group added most to Microsoft in Q3 2025, an estimated $2.84M increase.
  • CFO4Life Group's biggest Q3 2025 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $983K.
  • CFO4Life Group fully exited Chubb in Q3 2025, selling an estimated $833K.
  • CFO4Life Group's ten largest holdings make up 49% of its $688M portfolio in Q3 2025.
  • CFO4Life Group opened 17 new positions and closed 10 in Q3 2025.
  • CFO4Life Group's portfolio value rose 7.6% quarter-over-quarter to $688M.

Based on CFO4Life Group's 13F filing for Q3 2025, filed 7 Nov 2025.