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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
VTEB icon
76
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$921K 0.14%
18,789
+34
+0.2% +$1.66K
ETB
77
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$452M
$875K 0.14%
60,570
+1,256
+2% +$17.1K
KLAC icon
78
KLA
KLAC
$278B
$872K 0.14%
9,740
+6,740
+225% +$507K
EPD icon
79
Enterprise Products Partners
EPD
$82.6B
$866K 0.14%
27,919
-1,137
-4% -$35.4K
UNP icon
80
Union Pacific
UNP
$179B
$853K 0.13%
3,708
+135
+4% +$30K
CB icon
81
Chubb
CB
$137B
$833K 0.13%
2,876
+56
+2% +$16.1K
EME icon
82
Emcor
EME
$33.1B
$830K 0.13%
1,551
-55
-3% -$24.3K
T icon
83
AT&T
T
$152B
$817K 0.13%
28,244
-6,394
-18% -$176K
UBER icon
84
Uber
UBER
$147B
$814K 0.13%
+8,729
New +$719K
IWF icon
85
iShares Russell 1000 Growth ETF
IWF
$123B
$790K 0.12%
7,444
+4
+0.1% +$382
NTRS icon
86
Northern Trust
NTRS
$34.2B
$788K 0.12%
6,212
+109
+2% +$11.1K
PM icon
87
Philip Morris
PM
$301B
$772K 0.12%
4,239
+12
+0.3% +$2.06K
BAC icon
88
Bank of America
BAC
$430B
$759K 0.12%
16,041
-423
-3% -$17.8K
HIG icon
89
Hartford Financial Services
HIG
$38.4B
$756K 0.12%
5,956
-3
-0.1% -$373
ORCL icon
90
Oracle
ORCL
$364B
$752K 0.12%
3,441
+870
+34% +$140K
CI icon
91
Cigna
CI
$74.5B
$745K 0.12%
+2,254
New +$727K
UNH icon
92
UnitedHealth
UNH
$387B
$742K 0.12%
2,378
-155
-6% -$59.2K
QCOM icon
93
Qualcomm
QCOM
$181B
$707K 0.11%
4,439
+390
+10% +$57.4K
IUSB icon
94
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$697K 0.11%
15,088
-11,928
-44% -$544K
CII icon
95
BlackRock Enhanced Captial and Income Fund
CII
$1B
$695K 0.11%
32,557
+222
+0.7% +$4.29K
MMIN icon
96
IQ MacKay Municipal Insured ETF
MMIN
$458M
$692K 0.11%
29,697
+276
+0.9% +$6.41K
VUG icon
97
Vanguard Growth ETF
VUG
$221B
$692K 0.11%
9,474
– –
VEEV icon
98
Veeva Systems
VEEV
$31.7B
$685K 0.11%
+2,378
New +$590K
APH icon
99
Amphenol
APH
$186B
$681K 0.11%
+6,901
New +$564K
RMD icon
100
ResMed
RMD
$28.9B
$681K 0.11%
2,640
+121
+5% +$28.9K
2 3
4
5 6

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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.