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 |
|---|---|---|---|---|---|
| 201 | DWDMORGAN STANLEY | 1,630 | $229K | 0.04% | |
| 202 | CATCATERPILLAR INC | 586 | $227K | 0.04% | |
| 203 | AALAMERICAN AIRLS GROUP INC | 20,025 | $224K | 0.04% | |
| 204 | VLOVALERO ENERGY CORP | 1,670 | $224K | 0.04% | |
| 205 | HONHONEYWELL INTL INC | 962 | $223K | 0.03% | |
| 206 | BOTZGLOBAL X FDS | 6,739 | $220K | 0.03% | |
| 207 | XFLTXAI OCTAGN FLT RAT & ALT INM | 38,800 | $219K | 0.03% | |
| 208 | BDJBLACKROCK ENHANCED EQUITY DI | 24,614 | $218K | 0.03% | |
| 209 | BEBLOOM ENERGY CORP | 9,100 | $217K | 0.03% | |
| 210 | LPLALPL FINL HLDGS INC | 565 | $211K | 0.03% | |
| 211 | CRMSALESFORCE INC | 774 | $211K | 0.03% | |
| 212 | EFVISHARES TR | 3,295 | $209K | 0.03% | |
| 213 | CORZWCORE SCIENTIFIC INC NEW | 19,015 | $206K | 0.03% | |
| 214 | IJKISHARES TR | 2,250 | $204K | 0.03% | |
| 215 | SLRCSLR INVESTMENT CORP | 12,000 | $193K | 0.03% | |
| 216 | GBDCGOLUB CAP BDC INC | 12,451 | $182K | 0.03% | |
| 217 | ECCEAGLE POINT CREDIT COMPANY I | 23,475 | $179K | 0.03% | |
| 218 | SACHSACHEM CAP CORP | 118,940 | $142K | 0.02% | |
| 219 | LYGLLOYDS BANKING GROUP PLC | 31,519 | $133K | 0.02% | |
| 220 | GSBDGOLDMAN SACHS BDC INC | 11,743 | $132K | 0.02% | |
| 221 | ERICTELEFONAKTIEBOLAGET LM ERICS | 14,614 | $123K | 0.02% | |
| 222 | ETWEATON VANCE TAX-MANAGED GLOB | 13,908 | $120K | 0.02% | |
| 223 | CWKCUSHMAN WAKEFIELD PLC | 10,305 | $114K | 0.02% | |
| 224 | TPVGTRIPLEPOINT VENTURE GROWTH B | 13,610 | $95K | 0.01% | |
| 225 | ACREARES COML REAL ESTATE CORP | 17,000 | $81K | 0.01% | |
| 226 | BRSPBRIGHTSPIRE CAPITAL INC | 14,500 | $73K | 0.01% | |
| 227 | AMCAMC ENTMT HLDGS INC | 10,649 | $33K | 0.01% | |
| 228 | GNSGENIUS GROUP LTD | 10,000 | $13K | 0.00% |
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