CFO4Life Group, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$639.5M
Holdings
228
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (228 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,877 | $82.3M | 12.87% | |
| 2 | DYNFBLACKROCK ETF TRUST | 718,287 | $39.1M | 6.12% | |
| 3 | QUALISHARES TR | 176,754 | $32.3M | 5.05% | |
| 4 | UPSUNITED PARCEL SERVICE INC | 313,371 | $31.6M | 4.95% | |
| 5 | AQLTISHARES TR | 373,990 | $31.2M | 4.88% | |
| 6 | AAPLAPPLE INC | 125,035 | $25.7M | 4.01% | |
| 7 | MSFTMICROSOFT CORP | 41,584 | $20.7M | 3.23% | |
| 8 | WMTWALMART INC | 174,617 | $17.1M | 2.67% | |
| 9 | MTUMISHARES TR | 64,097 | $15.4M | 2.41% | |
| 10 | JMUBJ P MORGAN EXCHANGE TRADED F | 308,920 | $15.3M | 2.40% | |
| 11 | AMZNAMAZON COM INC | 59,748 | $13.1M | 2.05% | |
| 12 | VFLOVICTORY PORTFOLIOS II | 350,388 | $12.4M | 1.94% | |
| 13 | VCRBVANGUARD MALVERN FDS | 157,305 | $12.2M | 1.91% | |
| 14 | IJRISHARES TR | 94,523 | $10.3M | 1.62% | |
| 15 | VVISA INC | 27,938 | $9.9M | 1.55% | |
| 16 | MMITNEW YORK LIFE INVTS ACTIVE E | 411,040 | $9.8M | 1.53% | |
| 17 | HDHOME DEPOT INC | 25,612 | $9.4M | 1.47% | |
| 18 | JEPIJ P MORGAN EXCHANGE TRADED F | 159,564 | $9.1M | 1.42% | |
| 19 | DARDARLING INGREDIENTS INC | 224,295 | $8.5M | 1.33% | |
| 20 | VTIVANGUARD INDEX FDS | 26,429 | $8.0M | 1.26% | |
| 21 | VLUEISHARES TR | 69,402 | $7.9M | 1.23% | |
| 22 | IEIISHARES TR | 63,790 | $7.6M | 1.19% | |
| 23 | MAMASTERCARD INCORPORATED | 13,283 | $7.5M | 1.17% | |
| 24 | NVDANVIDIA CORPORATION | 45,103 | $7.1M | 1.11% | |
| 25 | GSLCGOLDMAN SACHS ETF TR | 58,662 | $7.1M | 1.11% | |
| 26 | IXUSISHARES TR | 82,856 | $6.4M | 1.00% | |
| 27 | WMWASTE MGMT INC DEL | 26,689 | $6.1M | 0.95% | |
| 28 | METAMETA PLATFORMS INC | 7,759 | $5.7M | 0.90% | |
| 29 | GSIEGOLDMAN SACHS ETF TR | 141,903 | $5.6M | 0.88% | |
| 30 | FBNDFIDELITY MERRIMACK STR TR | 113,616 | $5.2M | 0.81% | |
| 31 | JMSTJ P MORGAN EXCHANGE TRADED F | 101,230 | $5.2M | 0.81% | |
| 32 | GOOGALPHABET INC | 27,614 | $4.9M | 0.77% | |
| 33 | GOOGLALPHABET INC | 27,525 | $4.8M | 0.76% | |
| 34 | VPLSVANGUARD MALVERN FDS | 52,431 | $4.1M | 0.64% | |
| 35 | HTRBHARTFORD FDS EXCHANGE TRADED | 120,132 | $4.1M | 0.64% | |
| 36 | FIXDFIRST TR EXCHNG TRADED FD VI | 82,195 | $3.6M | 0.56% | |
| 37 | VWOVANGUARD INTL EQUITY INDEX F | 70,804 | $3.5M | 0.55% | |
| 38 | CSXCSX CORP | 93,985 | $3.1M | 0.48% | |
| 39 | XOMEXXON MOBIL CORP | 27,320 | $2.9M | 0.46% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9M | 0.46% | |
| 41 | BLKBLACKROCK INC | 2,770 | $2.9M | 0.45% | |
| 42 | AVGOBROADCOM INC | 10,538 | $2.9M | 0.45% | |
| 43 | PGPROCTER AND GAMBLE CO | 17,638 | $2.8M | 0.44% | |
| 44 | JPMJPMORGAN CHASE & CO. | 9,592 | $2.8M | 0.43% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,074 | $2.5M | 0.39% | |
| 46 | SPYSPDR S&P 500 ETF TR | 3,772 | $2.3M | 0.36% | |
| 47 | APPAPPLOVIN CORP | 6,438 | $2.3M | 0.35% | |
| 48 | TMUST-MOBILE US INC | 8,612 | $2.1M | 0.32% | |
| 49 | JPSTJ P MORGAN EXCHANGE TRADED F | 40,426 | $2.0M | 0.32% | |
| 50 | PBPROSPERITY BANCSHARES INC | 29,094 | $2.0M | 0.32% | |
| 51 | LIILENNOX INTL INC | 3,431 | $2.0M | 0.31% | |
| 52 | BXSLBLACKSTONE SECD LENDING FD | 62,903 | $1.9M | 0.30% | |
| 53 | CSCOCISCO SYS INC | 27,713 | $1.9M | 0.30% | |
| 54 | PEPPEPSICO INC | 13,337 | $1.8M | 0.28% | |
| 55 | NDQINVESCO QQQ TR | 3,151 | $1.7M | 0.27% | |
| 56 | TXNTEXAS INSTRS INC | 8,065 | $1.7M | 0.26% | |
| 57 | JNJJOHNSON & JOHNSON | 10,676 | $1.6M | 0.25% | |
| 58 | IUSVISHARES TR | 15,423 | $1.5M | 0.23% | |
| 59 | LLYELI LILLY & CO | 1,828 | $1.4M | 0.22% | |
| 60 | TSLATESLA INC | 4,341 | $1.4M | 0.22% | |
| 61 | DIVOAMPLIFY ETF TR | 31,022 | $1.3M | 0.21% | |
| 62 | BKNGBOOKING HOLDINGS INC | 213 | $1.2M | 0.19% | |
| 63 | TFLOISHARES TR | 24,188 | $1.2M | 0.19% | |
| 64 | USMVISHARES TR | 12,209 | $1.1M | 0.18% | |
| 65 | VEAVANGUARD TAX-MANAGED FDS | 19,839 | $1.1M | 0.18% | |
| 66 | KOCOCA COLA CO | 15,729 | $1.1M | 0.17% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 1,110 | $1.1M | 0.17% | |
| 68 | IVVISHARES TR | 1,738 | $1.1M | 0.17% | |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | 7,908 | $1.1M | 0.17% | |
| 70 | COPCONOCOPHILLIPS | 11,576 | $1.0M | 0.16% | |
| 71 | AXPAMERICAN EXPRESS CO | 3,247 | $1.0M | 0.16% | |
| 72 | DISDISNEY WALT CO | 7,802 | $967K | 0.15% | |
| 73 | MPLXMPLX LP | 18,704 | $963K | 0.15% | |
| 74 | PGRPROGRESSIVE CORP | 3,524 | $940K | 0.15% | |
| 75 | BONDPIMCO ETF TR | 10,073 | $928K | 0.15% | |
| 76 | VTEBVANGUARD MUN BD FDS | 18,789 | $921K | 0.14% | |
| 77 | ETBEATON VANCE TAX MNGED BUY WR | 60,570 | $874K | 0.14% | |
| 78 | KLACKLA CORP | 974 | $872K | 0.14% | |
| 79 | EPDENTERPRISE PRODS PARTNERS L | 27,919 | $865K | 0.14% | |
| 80 | UNPUNION PAC CORP | 3,708 | $853K | 0.13% | |
| 81 | CBCHUBB LIMITED | 2,876 | $833K | 0.13% | |
| 82 | EMEEMCOR GROUP INC | 1,551 | $829K | 0.13% | |
| 83 | TAT&T INC | 28,244 | $817K | 0.13% | |
| 84 | UBERUBER TECHNOLOGIES INC | 8,729 | $814K | 0.13% | |
| 85 | IWFISHARES TR | 1,861 | $790K | 0.12% | |
| 86 | NTRSNORTHERN TR CORP | 6,212 | $787K | 0.12% | |
| 87 | 4I1PHILIP MORRIS INTL INC | 4,239 | $772K | 0.12% | |
| 88 | BACBANK AMERICA CORP | 16,041 | $759K | 0.12% | |
| 89 | HIGHARTFORD INSURANCE GROUP INC | 5,956 | $755K | 0.12% | |
| 90 | ORCLORACLE CORP | 3,441 | $752K | 0.12% | |
| 91 | CITHE CIGNA GROUP | 2,254 | $745K | 0.12% | |
| 92 | UNHUNITEDHEALTH GROUP INC | 2,378 | $741K | 0.12% | |
| 93 | QCOMQUALCOMM INC | 4,439 | $706K | 0.11% | |
| 94 | IUSBISHARES TR | 15,088 | $697K | 0.11% | |
| 95 | CIIBLACKROCK ENHANCED LARGE CAP | 32,557 | $695K | 0.11% | |
| 96 | MMINNEW YORK LIFE INVTS ACTIVE E | 29,697 | $692K | 0.11% | |
| 97 | VUGVANGUARD INDEX FDS | 1,579 | $692K | 0.11% | |
| 98 | VEEVVEEVA SYS INC | 2,378 | $684K | 0.11% | |
| 99 | RMERESMED INC | 2,640 | $681K | 0.11% | |
| 100 | APHAMPHENOL CORP NEW | 6,901 | $681K | 0.11% |
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