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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
+8.07%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
+$5.65M
Cap. Flow %
0.88%
Top 10 Hldgs %
48.59%
Holding
245
New
24
Increased
100
Reduced
80
Closed
17

Top Buys

Rank Stock Value
1
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.23M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.21M
3
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.03M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.4M
3
FISV
Fiserv Inc
FISV
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

Rank Sector Weight
1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LII icon
51
Lennox International
LII
$18.9B
$1.97M 0.31%
3,431
+4
+0.1% +$2.24K
BXSL icon
52
Blackstone Secured Lending
BXSL
$5.54B
$1.93M 0.3%
62,903
+688
+1% +$21K
CSCO icon
53
Cisco
CSCO
$441B
$1.92M 0.3%
27,713
-625
-2% -$38.4K
PEP icon
54
PepsiCo
PEP
$187B
$1.76M 0.28%
13,337
-113
-0.8% -$15.2K
QQQ icon
55
Invesco QQQ Trust
QQQ
$466B
$1.74M 0.27%
3,151
-51
-2% -$25.4K
TXN icon
56
Texas Instruments
TXN
$258B
$1.67M 0.26%
8,065
+422
+6% +$74.9K
JNJ icon
57
Johnson & Johnson
JNJ
$609B
$1.63M 0.26%
10,676
+1,522
+17% +$234K
IUSV icon
58
iShares Core S&P US Value ETF
IUSV
$27.1B
$1.46M 0.23%
15,423
– –
LLY icon
59
Eli Lilly
LLY
$1.05T
$1.43M 0.22%
1,828
-28
-2% -$21.8K
TSLA icon
60
Tesla
TSLA
$1.43T
$1.38M 0.22%
4,341
+159
+4% +$47.9K
DIVO icon
61
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$1.32M 0.21%
31,022
+1,913
+7% +$77.7K
BKNG icon
62
Booking.com
BKNG
$141B
$1.23M 0.19%
5,325
-3,700
-41% -$758K
TFLO icon
63
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.23M 0.19%
24,188
+610
+3% +$30.8K
USMV icon
64
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.15M 0.18%
12,209
+7
+0.1% +$644
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.13M 0.18%
19,839
+74
+0.4% +$3.96K
KO icon
66
Coca-Cola
KO
$351B
$1.11M 0.17%
15,729
-443
-3% -$31.6K
COST icon
67
Costco
COST
$417B
$1.1M 0.17%
1,110
+31
+3% +$30.8K
IVV icon
68
iShares Core S&P 500 ETF
IVV
$881B
$1.08M 0.17%
1,738
– –
PLTR icon
69
Palantir
PLTR
$317B
$1.08M 0.17%
7,908
+646
+9% +$75.8K
COP icon
70
ConocoPhillips
COP
$140B
$1.04M 0.16%
11,576
-327
-3% -$29.4K
AXP icon
71
American Express
AXP
$242B
$1.04M 0.16%
3,247
+98
+3% +$27.6K
DIS icon
72
Walt Disney
DIS
$170B
$968K 0.15%
7,802
+417
+6% +$43.3K
MPLX icon
73
MPLX
MPLX
$57.9B
$963K 0.15%
18,704
-496
-3% -$25.2K
PGR icon
74
Progressive
PGR
$121B
$940K 0.15%
3,524
-95
-3% -$26K
BOND icon
75
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$929K 0.15%
10,073
– –
1 2
3
4 5

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VCM
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GPSPJS
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PAI
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RRA
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CFO4Life Group's Q2 2025 Portfolio in Review

As of Q2 2025, CFO4Life Group held 245 positions worth $640M, up 7.6% from $594M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

CFO4Life Group's Q2 2025 filing shows 24 new, 100 increased, 80 reduced and 17 closed positions. Its largest new stake was Cigna: 2,254 shares worth $745K. The largest sale was JPMorgan Equity Premium Income ETF, an estimated $2.03M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.8% a quarter earlier, followed by Industrials and Financials.

  • CFO4Life Group's largest Q2 2025 buy was Cigna: 2,254 shares worth $745K.
  • CFO4Life Group added most to BlackRock US Equity Factor Rotation ETF in Q2 2025, an estimated $3.23M increase.
  • CFO4Life Group's biggest Q2 2025 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $2.03M.
  • CFO4Life Group fully exited Fiserv Inc in Q2 2025, selling an estimated $874K.
  • CFO4Life Group's ten largest holdings make up 49% of its $640M portfolio in Q2 2025.
  • CFO4Life Group opened 24 new positions and closed 17 in Q2 2025.
  • CFO4Life Group's portfolio value rose 7.6% quarter-over-quarter to $640M.

Based on CFO4Life Group's 13F filing for Q2 2025, filed 8 Aug 2025.