The Analysis of CFO4Life Group, LLC's Holdings & P&L


Currently, CFO4Life Group, LLC holds 210 types of securities in its portfolio with a total value $656.0M. In the most recent quarter, they have increased their positions in N/A (+1.1K shares, valued at $669.9K), VGSH (+10.6K shares, valued at $620.9K), GOVT (+23.5K shares, valued at $537.9K); decreased their positions in VUSB (-51.7K shares, valued at $2.6M), MSFT (-3.7K shares, valued at $1.4M), AAPL (-5.3K shares, valued at $1.4M); initiated new positions in GOVT (+23.5K shares, valued at $537.9K), PAGP (+9.3K shares, valued at $226.7K), MSDL (+14.8K shares, valued at $206.8K).


1M P&L
+16.0M+2.60%
3M P&L
+21.3M+3.51%
HY P&L
+55.3M+9.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A326.8M
56.9%
2Consumer Electronics33.9M
5.9%
3Integrated Freight & Logistics31.4M
5.5%

Top Industries by Stock Count

1N/A87 stocks
39.9%
2Asset Management8 stocks
3.7%
3Drug Manufacturers - General7 stocks
3.2%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.78%
Shares144.5K
Event2026-03-31
Filed2026-05-11
DYNF
BLACKROCK ETF TRUST
0.30%
Shares729.0K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
-1.63%
Shares379.2K
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES TR
-0.54%
Shares175.3K
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL SVCS INC
-0.24%
Shares311.0K
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-4.29%
Shares119.5K
Event2026-03-31
Filed2026-05-11
JMUB
J P MORGAN EXCHANGE TRADED F
0.76%
Shares325.7K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
-8.07%
Shares41.9K
Event2026-03-31
Filed2026-05-11
MTUM
ISHARES TR
-0.59%
Shares60.9K
Event2026-03-31
Filed2026-05-11
VFLO
VICTORY PORTFOLIOS II
-1.06%
Shares352.7K
Event2026-03-31
Filed2026-05-11
VCRB
VANGUARD MALVERN FDS
1.57%
Shares165.9K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
-3.67%
Shares58.9K
Event2026-03-31
Filed2026-05-11
VUSB
VANGUARD BD INDEX FDS
-17.45%
Shares244.4K
Event2026-03-31
Filed2026-05-11
MMIT
NEW YORK LIFE INVTS ACTIVE E
4.62%
Shares498.9K
Event2026-03-31
Filed2026-05-11
DAR
DARLING INGREDIENTS INC
-8.34%
Shares193.5K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
-5.40%
Shares88.2K
Event2026-03-31
Filed2026-05-11
VLUE
ISHARES TR
-2.24%
Shares63.3K
Event2026-03-31
Filed2026-05-11
V
VISA INC
-2.23%
Shares28.1K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
-0.33%
Shares26.4K
Event2026-03-31
Filed2026-05-11
JEPI
J P MORGAN EXCHANGE TRADED F
0.08%
Shares143.6K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
-2.28%
Shares24.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-9.70%
Shares26.7K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-9.59%
Shares26.2K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-3.52%
Shares57.1K
Event2026-03-31
Filed2026-05-11
GSLC
GOLDMAN SACHS ETF TR
-2.03%
Shares55.7K
Event2026-03-31
Filed2026-05-11
IXUS
ISHARES TR
-0.58%
Shares79.9K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
-13.37%
Shares39.5K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
-4.50%
Shares12.6K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
-1.23%
Shares26.1K
Event2026-03-31
Filed2026-05-11
GSIE
GOLDMAN SACHS ETF TR
-1.67%
Shares134.7K
Event2026-03-31
Filed2026-05-11
IEI
ISHARES TR
-3.96%
Shares48.7K
Event2026-03-31
Filed2026-05-11
FBND
FIDELITY MERRIMACK STR TR
2.61%
Shares115.9K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
-5.25%
Shares7.9K
Event2026-03-31
Filed2026-05-11
JMST
J P MORGAN EXCHANGE TRADED F
-5.76%
Shares88.1K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
-2.70%
Shares26.1K
Event2026-03-31
Filed2026-05-11
VPLS
VANGUARD MALVERN FDS
3.60%
Shares55.1K
Event2026-03-31
Filed2026-05-11
HTRB
HARTFORD FDS EXCHANGE TRADED
3.78%
Shares124.4K
Event2026-03-31
Filed2026-05-11
CSX
CSX CORP
-0.03%
Shares94.0K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
-0.76%
Shares69.9K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
-11.52%
Shares11.7K
Event2026-03-31
Filed2026-05-11
FIXD
FIRST TR EXCHNG TRADED FD VI
-2.44%
Shares73.7K
Event2026-03-31
Filed2026-05-11
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4
Event2026-03-31
Filed2026-05-11
VGSH
VANGUARD SCOTTSDALE FDS
29.67%
Shares46.3K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
-1.52%
Shares2.7K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
-2.96%
Shares10.4K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
-0.24%
Shares3.8K
Event2026-03-31
Filed2026-05-11
APP
APPLOVIN CORP
-4.51%
Shares6.0K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
-9.49%
Shares6.4K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
-4.67%
Shares16.3K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-23.03%
Shares7.5K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
-6.55%
Shares26.5K
Event2026-03-31
Filed2026-05-11
JPST
J P MORGAN EXCHANGE TRADED F
2.27%
Shares40.4K
Event2026-03-31
Filed2026-05-11
PB
PROSPERITY BANCSHARES INC
-1.23%
Shares28.8K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-18.11%
Shares3.9K
Event2026-03-31
Filed2026-05-11
DIVO
AMPLIFY ETF TR
16.10%
Shares41.2K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
-17.93%
Shares11.2K
Event2026-03-31
Filed2026-05-11
LII
LENNOX INTL INC
-31.03%
Shares3.6K
Event2026-03-31
Filed2026-05-11
IUSV
ISHARES TR
0.39%
Shares15.6K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
-4.85%
Shares24.1K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
-0.76%
Shares11.4K
Event2026-03-31
Filed2026-05-11
TMUS
T-MOBILE US INC
-4.68%
Shares7.0K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
-17.49%
Shares1.5K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
-21.63%
Shares2.3K
Event2026-03-31
Filed2026-05-11
BXSL
BLACKSTONE SECD LENDING FD
-18.65%
Shares55.0K
Event2026-03-31
Filed2026-05-11
KLAC
KLA CORP
-15.45%
Shares810
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
-20.72%
Shares1.2K
Event2026-03-31
Filed2026-05-11
VTEB
VANGUARD MUN BD FDS
0.03%
Shares22.6K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
0.07%
Shares11.8K
Event2026-03-31
Filed2026-05-11
EME
EMCOR GROUP INC
-2.52%
Shares1.5K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
-7.61%
Shares14.3K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
-35.14%
Shares5.4K
Event2026-03-31
Filed2026-05-11
PLTR
PALANTIR TECHNOLOGIES INC
-7.94%
Shares6.4K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
-0.83%
Shares3.1K
Event2026-03-31
Filed2026-05-11
BOND
PIMCO ETF TR
-0.09%
Shares10.0K
Event2026-03-31
Filed2026-05-11
TFLO
ISHARES TR
3.54%
Shares18.2K
Event2026-03-31
Filed2026-05-11
BKNG
BOOKING HOLDINGS INC
-2.31%
Shares211
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
-6.85%
Shares4.3K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP
-0.42%
Shares6.7K
Event2026-03-31
Filed2026-05-11
NTRS
NORTHERN TR CORP
-2.73%
Shares5.8K
Event2026-03-31
Filed2026-05-11
MMIN
NEW YORK LIFE INVTS ACTIVE E
0.76%
Shares33.7K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
-4.75%
Shares7.0K
Event2026-03-31
Filed2026-05-11
HIG
HARTFORD INSURANCE GROUP INC
-0.80%
Shares5.8K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
3.95%
Shares2.3K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
-12.24%
Shares5.0K
Event2026-03-31
Filed2026-05-11
VT
VANGUARD INTL EQUITY INDEX F
63.42%
Shares5.5K
Event2026-03-31
Filed2026-05-11
BE
BLOOM ENERGY CORP
-15.30%
Shares5.5K
Event2026-03-31
Filed2026-05-11
CII
BLACKROCK ENHANCED LARGE CAP
6.66%
Shares35.3K
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
-1.11%
Shares16.7K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
11.38%
Shares1.1K
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
-0.33%
Shares3.6K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
-5.23%
Shares25.6K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
1.33%
Shares1.6K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
-3.10%
Shares1.2K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
-1.64%
Shares4.1K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
-25.67%
Shares2.8K
Event2026-03-31
Filed2026-05-11
BALT
INNOVATOR ETFS TRUST
-37.97%
Shares20.1K
Event2026-03-31
Filed2026-05-11
ETB
EATON VANCE TAX MNGED BUY WR
-3.65%
Shares46.2K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
-37.03%
Shares17.3K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-11
BIZD
VANECK ETF TRUST
57.01%
Shares51.1K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP INC
-1.11%
Shares9.8K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
-12.38%
Shares13.2K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
12.13%
Shares8.1K
Event2026-03-31
Filed2026-05-11
DIS
DISNEY WALT CO
-8.64%
Shares6.7K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
-22.53%
Shares21.7K
Event2026-03-31
Filed2026-05-11
MLN
VANECK ETF TRUST
0.00%
Shares35.8K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
-6.29%
Shares8.6K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-1.66%
Shares1.8K
Event2026-03-31
Filed2026-05-11
IUSB
ISHARES TR
-1.24%
Shares13.4K
Event2026-03-31
Filed2026-05-11
VXUS
VANGUARD STAR FDS
63.11%
Shares7.8K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
-5.50%
Shares5.6K
Event2026-03-31
Filed2026-05-11
FBTC
FIDELITY WISE ORIGIN BITCOIN
25.58%
Shares9.8K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
0.07%
Shares1.3K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
LAM RESEARCH CORP
-28.62%
Shares2.7K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
THE CIGNA GROUP
-2.31%
Shares2.1K
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
-24.16%
Shares10.1K
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
-8.75%
Shares1.5K
Event2026-03-31
Filed2026-05-11
GOVT
ISHARES TR
New
Shares23.5K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
-23.65%
Shares1.9K
Event2026-03-31
Filed2026-05-11
RMD
RESMED INC
-8.83%
Shares2.3K
Event2026-03-31
Filed2026-05-11
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
0.05%
Shares5.5K
Event2026-03-31
Filed2026-05-11
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.12%
Shares6.9K
Event2026-03-31
Filed2026-05-11
CORZ
CORE SCIENTIFIC INC NEW
13.76%
Shares33.1K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
-14.44%
Shares9.7K
Event2026-03-31
Filed2026-05-11
KMI
KINDER MORGAN INC DEL
-5.91%
Shares14.3K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
-7.96%
Shares1.5K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
-35.72%
Shares2.1K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
-32.51%
Shares1.3K
Event2026-03-31
Filed2026-05-11
MOAT
VANECK ETF TRUST
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-11
CARR
CARRIER GLOBAL CORPORATION
0.09%
Shares8.0K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
-3.75%
Shares2.2K
Event2026-03-31
Filed2026-05-11
EQT CORP
EQT CORP
-7.74%
Shares6.9K
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES INC
-15.69%
Shares3.2K
Event2026-03-31
Filed2026-05-11
DELL
DELL TECHNOLOGIES INC
9.12%
Shares2.7K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
-0.08%
Shares2.4K
Event2026-03-31
Filed2026-05-11
BCSF
BAIN CAP SPECIALTY FIN INC
3.42%
Shares33.9K
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES INC
-0.17%
Shares6.0K
Event2026-03-31
Filed2026-05-11
VLO
VALERO ENERGY CORP
-0.06%
Shares1.7K
Event2026-03-31
Filed2026-05-11
CENCORA INC
CENCORA INC
-0.15%
Shares1.3K
Event2026-03-31
Filed2026-05-11
SPHQ
INVESCO EXCHANGE TRADED FD T
-13.44%
Shares5.3K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-12.58%
Shares1.1K
Event2026-03-31
Filed2026-05-11
VEEV
VEEVA SYS INC
-1.40%
Shares2.2K
Event2026-03-31
Filed2026-05-11
AOM
ISHARES TR
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
-5.13%
Shares1.6K
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
-13.51%
Shares2.5K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.43%
Shares1.9K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
2.13%
Shares1.7K
Event2026-03-31
Filed2026-05-11
SCHX
SCHWAB STRATEGIC TR
-0.29%
Shares13.9K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
-25.18%
Shares413
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
-22.84%
Shares483
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
-10.56%
Shares1.4K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
6.63%
Shares386
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-2.72%
Shares2.6K
Event2026-03-31
Filed2026-05-11
DBEF
DBX ETF TR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-11
KRG
KITE REALTY GROUP TRUST
1.04%
Shares13.7K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
-4.78%
Shares1.7K
Event2026-03-31
Filed2026-05-11
LAMR
LAMAR ADVERTISING CO
0.90%
Shares2.6K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
1.11%
Shares1.5K
Event2026-03-31
Filed2026-05-11
GPIX
GOLDMAN SACHS ETF TR
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-11
PFFD
GLOBAL X FDS
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES CORP
-16.85%
Shares3.2K
Event2026-03-31
Filed2026-05-11
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
-32.89%
Shares3.0K
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
-3.16%
Shares1.6K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
-5.38%
Shares2.4K
Event2026-03-31
Filed2026-05-11
PDN
INVESCO EXCH TRADED FD TR II
0.65%
Shares6.7K
Event2026-03-31
Filed2026-05-11
FVAL
FIDELITY COVINGTON TRUST
0.37%
Shares4.1K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
-17.76%
Shares1.0K
Event2026-03-31
Filed2026-05-11
HBAN
HUNTINGTON BANCSHARES INC
32.25%
Shares17.5K
Event2026-03-31
Filed2026-05-11
XT
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-11
PFF
ISHARES TR
0.54%
Shares8.9K
Event2026-03-31
Filed2026-05-11
ZOCT
INNOVATOR ETFS TRUST
0.00%
Shares9.9K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
-2.31%
Shares3.5K
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN TRUST ETF
1.14%
Shares6.7K
Event2026-03-31
Filed2026-05-11
UGI
UGI CORP NEW
-7.90%
Shares7.0K
Event2026-03-31
Filed2026-05-11
FMHI
FIRST TR EXCH TRADED FD III
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-11
HOMB
HOME BANCSHARES INC
-0.52%
Shares9.5K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
0.00%
Shares845
Event2026-03-31
Filed2026-05-11
VST
VISTRA CORP
-5.80%
Shares1.7K
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
-39.56%
Shares1.3K
Event2026-03-31
Filed2026-05-11
FMB
FIRST TR EXCH TRADED FD III
0.25%
Shares4.9K
Event2026-03-31
Filed2026-05-11
IRT
INDEPENDENCE RLTY TR INC
-17.00%
Shares16.3K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
-6.80%
Shares2.7K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-11
GME
GAMESTOP CORP
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-11
PTC
PTC INC
1.78%
Shares1.7K
Event2026-03-31
Filed2026-05-11
RSG
REPUBLIC SVCS INC
2.95%
Shares1.0K
Event2026-03-31
Filed2026-05-11
BDJ
BLACKROCK ENHANCED EQUITY DI
2.02%
Shares26.5K
Event2026-03-31
Filed2026-05-11
PAGP
PLAINS GP HLDGS L P
New
Shares9.3K
Event2026-03-31
Filed2026-05-11
FSK
FS KKR CAP CORP
-6.08%
Shares22.2K
Event2026-03-31
Filed2026-05-11
BOTZ
GLOBAL X FDS
0.13%
Shares6.8K
Event2026-03-31
Filed2026-05-11
NEM
NEWMONT CORP
-12.78%
Shares2.0K
Event2026-03-31
Filed2026-05-11
MAT
MATTEL INC
0.53%
Shares14.7K
Event2026-03-31
Filed2026-05-11
VBR
VANGUARD INDEX FDS
0.53%
Shares952
Event2026-03-31
Filed2026-05-11
MSDL
MORGAN STANLEY DIRECT LENDIN
New
Shares14.8K
Event2026-03-31
Filed2026-05-11
FQAL
FIDELITY COVINGTON TRUST
0.36%
Shares2.8K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
-25.65%
Shares1.2K
Event2026-03-31
Filed2026-05-11
JEPQ
J P MORGAN EXCHANGE TRADED F
-8.35%
Shares3.6K
Event2026-03-31
Filed2026-05-11
AAL
AMERICAN AIRLINES GROUP INC
-5.48%
Shares17.8K
Event2026-03-31
Filed2026-05-11
GBDC
GOLUB CAP BDC INC
2.89%
Shares13.4K
Event2026-03-31
Filed2026-05-11
CGBD
CARLYLE SECURED LENDING INC
New
Shares12.1K
Event2026-03-31
Filed2026-05-11
ETW
EATON VANCE TAX-MANAGED GLOB
2.19%
Shares14.9K
Event2026-03-31
Filed2026-05-11
LYG
LLOYDS BANKING GROUP PLC
-15.95%
Shares22.8K
Event2026-03-31
Filed2026-05-11
OWL
BLUE OWL CAPITAL INC
New
Shares10.7K
Event2026-03-31
Filed2026-05-11
VENU
VENU HLDG CORP
New
Shares10.0K
Event2026-03-31
Filed2026-05-11
MBIO
MUSTANG BIO INC
57.87%
Shares20.5K
Event2026-03-31
Filed2026-05-11
MAPS
WM TECHNOLOGY INC
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-11
GENIUS GROUP LTD
GENIUS GROUP LTD
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CFO4Life Group, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo