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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
EQT icon
101
EQT Corp
EQT
$31B
$674K 0.11%
+11,557
New +$624K
NVS icon
102
Novartis
NVS
$293B
$672K 0.11%
5,551
-438
-7% -$49.4K
PINS icon
103
Pinterest
PINS
$13B
$659K 0.1%
18,389
+1,068
+6% +$32.4K
LMT icon
104
Lockheed Martin
LMT
$117B
$650K 0.1%
1,403
-72
-5% -$33.7K
PFE icon
105
Pfizer
PFE
$143B
$631K 0.1%
26,041
+707
+3% +$16.5K
WFC icon
106
Wells Fargo
WFC
$265B
$631K 0.1%
7,877
-1,145
-13% -$82.6K
CVX icon
107
Chevron
CVX
$373B
$627K 0.1%
4,382
-306
-7% -$43.1K
ITOT icon
108
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$621K 0.1%
4,600
-254
-5% -$31.7K
MUB icon
109
iShares National Muni Bond ETF
MUB
$45.5B
$618K 0.1%
5,912
– –
C icon
110
Citigroup
C
$217B
$615K 0.1%
7,225
-508
-7% -$36.7K
ABBV icon
111
AbbVie
ABBV
$450B
$611K 0.1%
3,291
-20
-0.6% -$3.72K
ENB icon
112
Enbridge
ENB
$124B
$610K 0.1%
13,457
-1,437
-10% -$65.2K
BIZD icon
113
VanEck BDC Income ETF
BIZD
$1.63B
$609K 0.1%
37,407
+22,695
+154% +$355K
MLN icon
114
VanEck Long Muni ETF
MLN
$691M
$605K 0.09%
35,830
-5,800
-14% -$98.2K
NFLX icon
115
Netflix
NFLX
$290B
$585K 0.09%
4,370
+50
+1% +$5.65K
MO icon
116
Altria Group
MO
$124B
$583K 0.09%
9,935
-8
-0.1% -$470
CARR icon
117
Carrier Global
CARR
$57.1B
$579K 0.09%
7,916
-89
-1% -$6.04K
PAYC icon
118
Paycom
PAYC
$6.9B
$554K 0.09%
+2,394
New +$568K
AEE icon
119
Ameren
AEE
$30.9B
$547K 0.09%
5,691
+124
+2% +$12K
VZ icon
120
Verizon
VZ
$182B
$545K 0.09%
12,588
+1,695
+16% +$73.4K
AMGN icon
121
Amgen
AMGN
$198B
$538K 0.08%
1,926
-114
-6% -$32.3K
GLD icon
122
SPDR Gold Trust
GLD
$130B
$499K 0.08%
1,638
+36
+2% +$10.9K
SSB icon
123
SouthState Bank Corp
SSB
$10.1B
$499K 0.08%
5,419
+108
+2% +$9.49K
MCD icon
124
McDonald's
MCD
$190B
$478K 0.07%
1,635
+11
+0.7% +$3.39K
BA icon
125
Boeing
BA
$169B
$477K 0.07%
2,276
+858
+61% +$162K
3 4
5
6 7

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VCM
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GPSPJS
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PAI
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RRA
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NGM
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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.