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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
BALT icon
151
Innovator Defined Wealth Shield ETF
BALT
$2.66B
$348K 0.05%
10,856
-23,836
-69% -$753K
IRT icon
152
Independence Realty Trust
IRT
$3.89B
$342K 0.05%
19,338
-1,662
-8% -$31.2K
SCHX icon
153
Schwab US Large- Cap ETF
SCHX
$71.2B
$341K 0.05%
13,954
+8
+0.1% +$181
RSP icon
154
Invesco S&P 500 Equal Weight ETF
RSP
$95.5B
$337K 0.05%
1,856
+8
+0.4% +$1.38K
GPIX icon
155
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.77B
$337K 0.05%
6,766
+2,071
+44% +$96.9K
VIG icon
156
Vanguard Dividend Appreciation ETF
VIG
$110B
$334K 0.05%
1,633
+49
+3% +$9.5K
VXUS icon
157
Vanguard Total International Stock ETF
VXUS
$152B
$329K 0.05%
4,758
+24
+0.5% +$1.56K
AMD icon
158
Advanced Micro Devices
AMD
$821B
$325K 0.05%
+2,292
New +$250K
OBDC icon
159
Blue Owl Capital
OBDC
$5.39B
$322K 0.05%
22,444
+108
+0.5% +$1.53K
GE icon
160
GE Aerospace
GE
$354B
$319K 0.05%
1,240
-86
-6% -$18.9K
PFFD icon
161
Global X US Preferred ETF
PFFD
$2.15B
$318K 0.05%
16,888
– –
DBEF icon
162
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.03B
$316K 0.05%
7,222
+105
+1% +$4.55K
ABT icon
163
Abbott
ABT
$177B
$313K 0.05%
2,300
+93
+4% +$12.3K
LAMR icon
164
Lamar Advertising Co
LAMR
$16.4B
$311K 0.05%
2,564
-415
-14% -$48.1K
INTU icon
165
Intuit
INTU
$80.4B
$311K 0.05%
395
+22
+6% +$14.9K
OXLC
166
Oxford Lane Capital
OXLC
$866M
$308K 0.05%
14,682
– –
RTX icon
167
RTX Corp
RTX
$262B
$308K 0.05%
2,111
-31
-1% -$4.13K
LIN icon
168
Linde
LIN
$237B
$306K 0.05%
653
+2
+0.3% +$913
AMT icon
169
American Tower
AMT
$77.8B
$301K 0.05%
1,360
+18
+1% +$3.89K
SBUX icon
170
Starbucks
SBUX
$119B
$300K 0.05%
3,274
-437
-12% -$37.9K
KRG icon
171
Kite Realty
KRG
$6.03B
$299K 0.05%
13,220
+123
+0.9% +$2.71K
DELL icon
172
Dell
DELL
$247B
$299K 0.05%
+2,439
New +$249K
IBIT icon
173
iShares Bitcoin Trust
IBIT
$47.9B
$295K 0.05%
4,821
+16
+0.3% +$897
FBTC icon
174
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$291K 0.05%
+3,099
New +$267K
BND icon
175
Vanguard Total Bond Market
BND
$158B
$286K 0.04%
3,889
-2,400
-38% -$175K
5 6
7
8 9

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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.