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CFO4Life Group Portfolio holdings

AUM $743M
1-Year Est. Return 25.26%
This Fund
S&P 500
This Quarter Est. Return
+6.99%
1 Year Est. Return
+25.26%
3 Year Est. Return
+56.71%
5 Year Est. Return
+59.15%
10 Year Est. Return
–
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
+$13M
Cap. Flow %
1.89%
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
NYLIM MacKay Muni 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 Miscellaneous 58.22%
2 Technology 12.01%
3 Industrials 6.36%
4 Financials 6.32%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
76
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.6B
$934K 0.14%
10,008
-65
-0.6% -$6K
ETB
77
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$459M
$927K 0.13%
61,769
+1,199
+2% +$17.7K
MPLX icon
78
MPLX
MPLX
$60.5B
$924K 0.13%
18,500
-204
-1% -$10.3K
DIS icon
79
Walt Disney
DIS
$182B
$904K 0.13%
7,894
+92
+1% +$10.8K
UNH icon
80
UnitedHealth
UNH
$356B
$894K 0.13%
2,589
+211
+9% +$63.8K
UNP icon
81
Union Pacific
UNP
$172B
$887K 0.13%
3,754
+46
+1% +$10.4K
IWF icon
82
iShares Russell 1000 Growth ETF
IWF
$126B
$872K 0.13%
7,448
+4
+0.1% +$445
EPD icon
83
Enterprise Products Partners
EPD
$84.1B
$858K 0.12%
27,449
-470
-2% -$14.8K
UBER icon
84
Uber
UBER
$155B
$857K 0.12%
8,752
+23
+0.3% +$2.15K
BAC icon
85
Bank of America
BAC
$438B
$847K 0.12%
16,425
+384
+2% +$18.7K
APH icon
86
Amphenol
APH
$204B
$846K 0.12%
13,668
-134
-1% -$7.35K
PGR icon
87
Progressive
PGR
$127B
$844K 0.12%
3,417
-107
-3% -$26.4K
NTRS icon
88
Northern Trust
NTRS
$34.1B
$841K 0.12%
6,250
+38
+0.6% +$4.89K
T icon
89
AT&T
T
$176B
$802K 0.12%
28,391
+147
+0.5% +$4.17K
HIG icon
90
Hartford Financial Services
HIG
$37.5B
$795K 0.12%
5,962
+6
+0.1% +$770
ABBV icon
91
AbbVie
ABBV
$453B
$782K 0.11%
3,378
+87
+3% +$17.7K
MMIN icon
92
NYLIM MacKay Muni Insured ETF
MMIN
$473M
$772K 0.11%
32,441
+2,744
+9% +$63.7K
BALT icon
93
Innovator Defined Wealth Shield ETF
BALT
$2.88B
$760K 0.11%
23,161
+12,305
+113% +$400K
VUG icon
94
Vanguard Morningstar Growth ETF
VUG
$228B
$758K 0.11%
9,480
+6
+0.1% +$458
CII icon
95
BlackRock Enhanced Captial and Income Fund
CII
$1.07B
$753K 0.11%
32,758
+201
+0.6% +$4.42K
C icon
96
Citigroup
C
$231B
$731K 0.11%
7,199
-26
-0.4% -$2.47K
NVS icon
97
Novartis
NVS
$304B
$731K 0.11%
5,697
+146
+3% +$17.8K
CVX icon
98
Chevron
CVX
$409B
$728K 0.11%
4,689
+307
+7% +$47.5K
RMD icon
99
ResMed
RMD
$32.9B
$725K 0.11%
2,649
+9
+0.3% +$2.46K
VEEV icon
100
Veeva Systems
VEEV
$44.5B
$696K 0.1%
2,335
-43
-2% -$12.1K
2 3
4
5 6

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WIC
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RCG
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TWM
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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 Miscellaneous at 58% of assets, down from 58% a quarter earlier, followed by Technology and Industrials.

  • 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.