We are live on ! Find out more
CG

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
DUK icon
151
Duke Energy
DUK
$102B
$369K 0.05%
2,979
-18
-0.6% -$2.18K
SCHX icon
152
Schwab US Large- Cap ETF
SCHX
$70.9B
$368K 0.05%
13,962
+8
+0.1% +$203
RTX icon
153
RTX Corp
RTX
$287B
$364K 0.05%
2,172
+61
+3% +$9.47K
NOW icon
154
ServiceNow
NOW
$102B
$358K 0.05%
1,945
+175
+10% +$32.7K
RSP icon
155
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$354K 0.05%
1,864
+8
+0.4% +$1.49K
DELL icon
156
Dell
DELL
$283B
$353K 0.05%
2,493
+54
+2% +$7.01K
VIG icon
157
Vanguard Dividend Appreciation ETF
VIG
$111B
$353K 0.05%
1,635
+2
+0.1% +$420
VXUS icon
158
Vanguard Total International Stock ETF
VXUS
$153B
$351K 0.05%
4,781
+23
+0.5% +$1.63K
VST icon
159
Vistra
VST
$55.1B
$347K 0.05%
1,770
-190
-10% -$37.6K
GPIX icon
160
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$332K 0.05%
6,366
-400
-6% -$20.3K
DBEF icon
161
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$329K 0.05%
7,079
-143
-2% -$6.46K
PFFD icon
162
Global X US Preferred ETF
PFFD
$2.13B
$328K 0.05%
16,888
– –
PSX icon
163
Phillips 66
PSX
$82.9B
$326K 0.05%
2,394
+19
+0.8% +$2.43K
IRT icon
164
Independence Realty Trust
IRT
$3.92B
$319K 0.05%
19,471
+133
+0.7% +$2.3K
LIN icon
165
Linde
LIN
$237B
$318K 0.05%
669
+16
+2% +$7.58K
LAMR icon
166
Lamar Advertising Co
LAMR
$16.2B
$312K 0.05%
2,550
-14
-0.5% -$1.74K
FSK icon
167
FS KKR Capital
FSK
$2.98B
$309K 0.04%
20,676
+595
+3% +$11.3K
LRCX icon
168
Lam Research
LRCX
$382B
$306K 0.04%
+2,288
New +$242K
ABT icon
169
Abbott
ABT
$180B
$306K 0.04%
2,288
-12
-0.5% -$1.57K
MSTY icon
170
YieldMax MSTR Option Income Strategy ETF
MSTY
$708M
$302K 0.04%
4,323
+804
+23% +$73.1K
KRG icon
171
Kite Realty
KRG
$5.95B
$298K 0.04%
13,379
+159
+1% +$3.55K
CAT icon
172
Caterpillar
CAT
$409B
$292K 0.04%
611
+25
+4% +$10.7K
AMAT icon
173
Applied Materials
AMAT
$426B
$289K 0.04%
1,413
-36
-2% -$6.53K
OBDC icon
174
Blue Owl Capital
OBDC
$5.35B
$288K 0.04%
22,546
+102
+0.5% +$1.45K
VLO icon
175
Valero Energy
VLO
$89.8B
$287K 0.04%
1,685
+15
+0.9% +$2.24K
5 6
7
8 9

Similar funds

BL
BWCP LP Dallas, Texas $656M AUM 41.58% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
GPSPJS
General Pension Society PZU Joint Stock Warsaw, Poland $654M AUM 55.85% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

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.