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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
RDDT icon
101
Reddit
RDDT
$34.9B
$691K 0.1%
3,005
-24
-0.8% -$4.9K
PFE icon
102
Pfizer
PFE
$143B
$683K 0.1%
26,803
+762
+3% +$18.8K
WFC icon
103
Wells Fargo
WFC
$265B
$675K 0.1%
8,049
+172
+2% +$13.9K
PM icon
104
Philip Morris
PM
$301B
$673K 0.1%
4,151
-88
-2% -$14.8K
ENB icon
105
Enbridge
ENB
$124B
$672K 0.1%
13,324
-133
-1% -$6.26K
LMT icon
106
Lockheed Martin
LMT
$117B
$672K 0.1%
1,346
-57
-4% -$25.9K
ITOT icon
107
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$670K 0.1%
4,600
– –
MO icon
108
Altria Group
MO
$124B
$663K 0.1%
10,043
+108
+1% +$6.84K
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$655K 0.1%
14,018
-1,070
-7% -$49.5K
EQT icon
110
EQT Corp
EQT
$31B
$648K 0.09%
11,909
+352
+3% +$18.6K
BE icon
111
Bloom Energy
BE
$61.1B
$638K 0.09%
7,541
-1,559
-17% -$72.4K
CI icon
112
Cigna
CI
$74.5B
$635K 0.09%
2,204
-50
-2% -$14.8K
MUB icon
113
iShares National Muni Bond ETF
MUB
$45.5B
$630K 0.09%
5,912
– –
MLN icon
114
VanEck Long Muni ETF
MLN
$691M
$626K 0.09%
35,830
– –
BIZD icon
115
VanEck BDC Income ETF
BIZD
$1.63B
$622K 0.09%
41,650
+4,243
+11% +$67.8K
PINS icon
116
Pinterest
PINS
$13B
$595K 0.09%
18,493
+104
+0.6% +$3.77K
GLD icon
117
SPDR Gold Trust
GLD
$130B
$577K 0.08%
1,622
-16
-1% -$5.1K
TSM icon
118
TSMC
TSM
$2.07T
$561K 0.08%
2,008
+162
+9% +$39.6K
INTC icon
119
Intel
INTC
$478B
$551K 0.08%
16,419
-190
-1% -$4.6K
AMGN icon
120
Amgen
AMGN
$198B
$547K 0.08%
1,940
+14
+0.7% +$4.06K
NFLX icon
121
Netflix
NFLX
$290B
$544K 0.08%
4,540
+170
+4% +$20.7K
SSB icon
122
SouthState Bank Corp
SSB
$10.1B
$542K 0.08%
5,485
+66
+1% +$6.48K
FBTC icon
123
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$521K 0.08%
5,223
+2,124
+69% +$212K
CORZ icon
124
Core Scientific
CORZ
$6.66B
$521K 0.08%
+29,037
New +$426K
VZ icon
125
Verizon
VZ
$182B
$510K 0.07%
11,595
-993
-8% -$43K
3 4
5
6 7

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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.