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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
SPLV icon
126
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$469K 0.07%
6,447
+7
+0.1% +$507
BCSF icon
127
Bain Capital Specialty
BCSF
$802M
$465K 0.07%
30,908
+836
+3% +$12.7K
RDDT icon
128
Reddit
RDDT
$32.5B
$456K 0.07%
3,029
-1,417
-32% -$161K
KMI icon
129
Kinder Morgan
KMI
$73.1B
$449K 0.07%
15,287
+140
+0.9% +$3.84K
MOAT icon
130
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$439K 0.07%
4,685
– –
SPHQ icon
131
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$438K 0.07%
6,152
– –
GPIQ icon
132
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$438K 0.07%
8,801
+30
+0.3% +$1.38K
TSM icon
133
TSMC
TSM
$2.09T
$418K 0.07%
1,846
+135
+8% +$25K
FSK icon
134
FS KKR Capital
FSK
$2.98B
$417K 0.07%
20,081
+578
+3% +$11.8K
VT icon
135
Vanguard Total World Stock ETF
VT
$76.3B
$416K 0.07%
3,239
+388
+14% +$46.4K
GILD icon
136
Gilead Sciences
GILD
$161B
$415K 0.06%
3,746
+30
+0.8% +$3.19K
COR icon
137
Cencora
COR
$60.3B
$392K 0.06%
1,308
+2
+0.2% +$576
MSTY icon
138
YieldMax MSTR Option Income Strategy ETF
MSTY
$708M
$390K 0.06%
+3,519
New +$386K
GS icon
139
Goldman Sachs
GS
$313B
$388K 0.06%
549
+99
+22% +$57.4K
SCHW
140
Charles Schwab
SCHW
$177B
$381K 0.06%
4,180
-216
-5% -$18.1K
VST icon
141
Vistra
VST
$55.1B
$380K 0.06%
1,960
+47
+2% +$6.96K
FDX icon
142
FedEx
FDX
$74.5B
$373K 0.06%
1,639
-26
-2% -$5.69K
PDI icon
143
PIMCO Dynamic Income Fund
PDI
$7.4B
$372K 0.06%
19,632
+1,300
+7% +$24.2K
INTC icon
144
Intel
INTC
$466B
$372K 0.06%
16,609
+1,073
+7% +$22.2K
AOM icon
145
iShares Core Moderate Allocation ETF
AOM
$1.76B
$365K 0.06%
7,935
– –
IBM icon
146
IBM
IBM
$202B
$364K 0.06%
1,236
+425
+52% +$109K
NOW icon
147
ServiceNow
NOW
$102B
$364K 0.06%
+1,770
New +$334K
LOW icon
148
Lowe's Companies
LOW
$116B
$364K 0.06%
+1,640
New +$366K
IEMG icon
149
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$357K 0.06%
5,941
+36
+0.6% +$2.01K
DUK icon
150
Duke Energy
DUK
$102B
$354K 0.06%
2,997
-318
-10% -$37.5K
4 5
6
7 8

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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.