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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
JPST icon
51
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$2.01M 0.29%
39,610
-816
-2% -$41.3K
QQQ icon
52
Invesco QQQ Trust
QQQ
$466B
$1.99M 0.29%
3,317
+166
+5% +$95.1K
CSCO icon
53
Cisco
CSCO
$441B
$1.94M 0.28%
28,311
+598
+2% +$40.8K
PEP icon
54
PepsiCo
PEP
$187B
$1.93M 0.28%
13,754
+417
+3% +$59.5K
PB icon
55
Prosperity Bancshares
PB
$8.81B
$1.93M 0.28%
29,096
+2
+0% +$137
LII icon
56
Lennox International
LII
$18.9B
$1.82M 0.26%
3,433
+2
+0.1% +$1.17K
BXSL icon
57
Blackstone Secured Lending
BXSL
$5.54B
$1.75M 0.25%
66,943
+4,040
+6% +$121K
DIVO icon
58
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$1.55M 0.22%
34,675
+3,653
+12% +$158K
IUSV icon
59
iShares Core S&P US Value ETF
IUSV
$27.1B
$1.54M 0.22%
15,423
– –
TXN icon
60
Texas Instruments
TXN
$258B
$1.54M 0.22%
8,377
+312
+4% +$61K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.5M 0.22%
24,978
+5,139
+26% +$300K
LLY icon
62
Eli Lilly
LLY
$1.05T
$1.4M 0.2%
1,841
+13
+0.7% +$9.67K
PLTR icon
63
Palantir
PLTR
$317B
$1.38M 0.2%
7,555
-353
-4% -$57.2K
TFLO icon
64
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.22M 0.18%
24,206
+18
+0.1% +$910
BKNG icon
65
Booking.com
BKNG
$141B
$1.17M 0.17%
5,425
+100
+2% +$22.3K
IVV icon
66
iShares Core S&P 500 ETF
IVV
$881B
$1.16M 0.17%
1,738
– –
USMV icon
67
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.16M 0.17%
12,221
+12
+0.1% +$1.12K
COST icon
68
Costco
COST
$417B
$1.13M 0.16%
1,226
+116
+10% +$111K
COP icon
69
ConocoPhillips
COP
$140B
$1.1M 0.16%
11,626
+50
+0.4% +$4.73K
AXP icon
70
American Express
AXP
$242B
$1.09M 0.16%
3,285
+38
+1% +$12.1K
VTEB icon
71
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.08M 0.16%
21,651
+2,862
+15% +$141K
KLAC icon
72
KLA
KLAC
$278B
$1.06M 0.15%
9,870
+130
+1% +$12.1K
KO icon
73
Coca-Cola
KO
$351B
$1.05M 0.15%
15,796
+67
+0.4% +$4.61K
EME icon
74
Emcor
EME
$33.1B
$1M 0.15%
1,546
-5
-0.3% -$3.03K
ORCL icon
75
Oracle
ORCL
$364B
$1M 0.15%
3,564
+123
+4% +$31.3K
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.