The Analysis of CFO4Life Group, LLC's Holdings
Currently, CFO4Life Group, LLC holds 234 types of securities in its portfolio with a total value $688.0M. In the most recent quarter, they have increased their positions in MSFT (+5.6K shares, valued at $2.9M), MMIT (+62.2K shares, valued at $1.5M), TSLA (+2.6K shares, valued at $1.2M); decreased their positions in IEI (-8.3K shares, valued at $988.1K), DAR (-11.1K shares, valued at $342.1K), MTUM (-1.2K shares, valued at $298.0K); initiated new positions in SSB (+5.5K shares, valued at $542.3K), CORZ (+29.0K shares, valued at $520.9K), UGI (+14.3K shares, valued at $474.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS145.4K shares0.39%2025-09-302025-11-07
DYNF BLACKROCK ETF TRUST734.5K shares2.26%2025-09-302025-11-07 QUAL ISHARES TR178.3K shares0.90%2025-09-302025-11-07 IEFA ISHARES TR385.4K shares3.06%2025-09-302025-11-07 AAPL APPLE INC125.4K shares0.32%2025-09-302025-11-07 UPS UNITED PARCEL SERVICE INC312.1K shares-0.41%2025-09-302025-11-07 MSFT MICROSOFT CORP47.2K shares13.39%2025-09-302025-11-07 WMT WALMART INC173.9K shares-0.38%2025-09-302025-11-07 JMUB J P MORGAN EXCHANGE TRADED F330.2K shares6.88%2025-09-302025-11-07 MTUM ISHARES TR62.9K shares-1.81%2025-09-302025-11-07 VFLO VICTORY PORTFOLIOS II358.4K shares2.27%2025-09-302025-11-07 AMZN AMAZON COM INC60.7K shares1.56%2025-09-302025-11-07 VCRB VANGUARD MALVERN FDS159.9K shares1.67%2025-09-302025-11-07 MMIT NEW YORK LIFE INVTS ACTIVE E473.2K shares15.13%2025-09-302025-11-07 IJR ISHARES TR95.2K shares0.71%2025-09-302025-11-07 HD HOME DEPOT INC25.6K shares-0.21%2025-09-302025-11-07 V VISA INC29.2K shares4.39%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F154.9K shares-2.92%2025-09-302025-11-07 NVDA NVIDIA CORPORATION46.9K shares4.05%2025-09-302025-11-07 VTI VANGUARD INDEX FDS26.5K shares0.10%2025-09-302025-11-07 VLUE ISHARES TR68.1K shares-1.90%2025-09-302025-11-07 GSLC GOLDMAN SACHS ETF TR59.3K shares1.09%2025-09-302025-11-07 MA MASTERCARD INCORPORATED13.2K shares-0.65%2025-09-302025-11-07 GOOG ALPHABET INC29.4K shares6.52%2025-09-302025-11-07 IXUS ISHARES TR84.4K shares1.84%2025-09-302025-11-07 GOOGL ALPHABET INC28.6K shares4.06%2025-09-302025-11-07 IEI ISHARES TR55.5K shares-12.96%2025-09-302025-11-07 DAR DARLING INGREDIENTS INC213.2K shares-4.94%2025-09-302025-11-07 META META PLATFORMS INC8.2K shares5.19%2025-09-302025-11-07 GSIE GOLDMAN SACHS ETF TR143.5K shares1.11%2025-09-302025-11-07 WM WASTE MGMT INC DEL26.5K shares-0.71%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR118.2K shares4.05%2025-09-302025-11-07 APP APPLOVIN CORP7.2K shares11.14%2025-09-302025-11-07 JMST J P MORGAN EXCHANGE TRADED F99.0K shares-2.16%2025-09-302025-11-07 VPLS VANGUARD MALVERN FDS55.1K shares5.06%2025-09-302025-11-07 HTRB HARTFORD FDS EXCHANGE TRADED125.5K shares4.48%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F71.9K shares1.60%2025-09-302025-11-07 AVGO BROADCOM INC10.9K shares3.29%2025-09-302025-11-07 FIXD FIRST TR EXCHNG TRADED FD VI80.1K shares-2.55%2025-09-302025-11-07 CSX CSX CORP94.0K shares0.01%2025-09-302025-11-07 BLK BLACKROCK INC2.8K shares0.14%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL6.4K shares26.37%2025-09-302025-11-07 TSLA TESLA INC7.0K shares60.82%2025-09-302025-11-07 XOM EXXON MOBIL CORP27.3K shares-0.01%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.9.7K shares0.96%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO17.8K shares0.74%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR3.8K shares0.29%2025-09-302025-11-07 TMUS T-MOBILE US INC8.6K shares-0.55%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON10.9K shares1.68%2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F39.6K shares-2.02%2025-09-302025-11-07 QQQ INVESCO QQQ TR3.3K shares5.27%2025-09-302025-11-07 CSCO CISCO SYS INC28.3K shares2.16%2025-09-302025-11-07 PEP PEPSICO INC13.8K shares3.13%2025-09-302025-11-07 PB PROSPERITY BANCSHARES INC29.1K shares0.01%2025-09-302025-11-07 LII LENNOX INTL INC3.4K shares0.06%2025-09-302025-11-07 BXSL BLACKSTONE SECD LENDING FD66.9K shares6.42%2025-09-302025-11-07 DIVO AMPLIFY ETF TR34.7K shares11.78%2025-09-302025-11-07 IUSV ISHARES TR15.4K shares0.00%2025-09-302025-11-07 TXN TEXAS INSTRS INC8.4K shares3.87%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS25.0K shares25.90%2025-09-302025-11-07 LLY ELI LILLY & CO1.8K shares0.71%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC7.6K shares-4.46%2025-09-302025-11-07 TFLO ISHARES TR24.2K shares0.07%2025-09-302025-11-07 BKNG BOOKING HOLDINGS INC217 shares1.88%2025-09-302025-11-07 IVV ISHARES TR1.7K shares0.00%2025-09-302025-11-07 USMV ISHARES TR12.2K shares0.10%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW1.2K shares10.45%2025-09-302025-11-07 COP CONOCOPHILLIPS11.6K shares0.43%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO3.3K shares1.17%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS21.7K shares15.23%2025-09-302025-11-07 KLAC KLA CORP987 shares1.33%2025-09-302025-11-07 KO COCA COLA CO15.8K shares0.43%2025-09-302025-11-07 EME EMCOR GROUP INC1.5K shares-0.32%2025-09-302025-11-07 ORCL ORACLE CORP3.6K shares3.57%2025-09-302025-11-07 BOND PIMCO ETF TR10.0K shares-0.65%2025-09-302025-11-07 ETB EATON VANCE TAX MNGED BUY WR61.8K shares1.98%2025-09-302025-11-07 MPLX MPLX LP18.5K shares-1.09%2025-09-302025-11-07 DIS DISNEY WALT CO7.9K shares1.18%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC2.6K shares8.87%2025-09-302025-11-07 UNP UNION PAC CORP3.8K shares1.24%2025-09-302025-11-07 IWF ISHARES TR1.9K shares0.05%2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L27.4K shares-1.68%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC8.8K shares0.26%2025-09-302025-11-07 BAC BANK AMERICA CORP16.4K shares2.39%2025-09-302025-11-07 APH AMPHENOL CORP NEW6.8K shares-0.97%2025-09-302025-11-07 PGR PROGRESSIVE CORP3.4K shares-3.04%2025-09-302025-11-07 NTRS NORTHERN TR CORP6.3K shares0.61%2025-09-302025-11-07 T AT&T INC28.4K shares0.52%2025-09-302025-11-07 HIG HARTFORD INSURANCE GROUP INC6.0K shares0.10%2025-09-302025-11-07 ABBV ABBVIE INC3.4K shares2.64%2025-09-302025-11-07 MMIN NEW YORK LIFE INVTS ACTIVE E32.4K shares9.24%2025-09-302025-11-07 BALT INNOVATOR ETFS TRUST23.2K shares113.35%2025-09-302025-11-07 VUG VANGUARD INDEX FDS1.6K shares0.06%2025-09-302025-11-07 CII BLACKROCK ENHANCED LARGE CAP32.8K shares0.62%2025-09-302025-11-07 C CITIGROUP INC7.2K shares-0.36%2025-09-302025-11-07 NVS NOVARTIS AG5.7K shares2.63%2025-09-302025-11-07 CVX CHEVRON CORP NEW4.7K shares7.01%2025-09-302025-11-07 RMD RESMED INC2.6K shares0.34%2025-09-302025-11-07 VEEV VEEVA SYS INC2.3K shares-1.81%2025-09-302025-11-07 RDDT REDDIT INC3.0K shares-0.79%2025-09-302025-11-07 PFE PFIZER INC26.8K shares2.93%2025-09-302025-11-07 WFC WELLS FARGO CO NEW8.0K shares2.18%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC4.2K shares-2.08%2025-09-302025-11-07 ENB ENBRIDGE INC13.3K shares-0.99%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP1.3K shares-4.06%2025-09-302025-11-07 ITOT ISHARES TR4.6K shares0.00%2025-09-302025-11-07 MO ALTRIA GROUP INC10.0K shares1.09%2025-09-302025-11-07 IUSB ISHARES TR14.0K shares-7.09%2025-09-302025-11-07 EQT EQT CORP11.9K shares3.05%2025-09-302025-11-07 BE BLOOM ENERGY CORP7.5K shares-17.13%2025-09-302025-11-07 CI THE CIGNA GROUP2.2K shares-2.22%2025-09-302025-11-07 MUB ISHARES TR5.9K shares0.00%2025-09-302025-11-07 MLN VANECK ETF TRUST35.8K shares0.00%2025-09-302025-11-07 BIZD VANECK ETF TRUST41.6K shares11.34%2025-09-302025-11-07 PINS PINTEREST INC18.5K shares0.57%2025-09-302025-11-07 GLD SPDR GOLD TR1.6K shares-0.98%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares8.78%2025-09-302025-11-07 INTC INTEL CORP16.4K shares-1.14%2025-09-302025-11-07 AMGN AMGEN INC1.9K shares0.73%2025-09-302025-11-07 NFLX NETFLIX INC454 shares3.89%2025-09-302025-11-07 SSB SOUTHSTATE BK CORP5.5K sharesnew addition2025-09-302025-11-07 FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares68.54%2025-09-302025-11-07 CORZ CORE SCIENTIFIC INC NEW29.0K sharesnew addition2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC11.6K shares-7.89%2025-09-302025-11-07 MCD MCDONALDS CORP1.7K shares2.08%2025-09-302025-11-07 SPLV INVESCO EXCH TRADED FD TR II6.9K shares6.78%2025-09-302025-11-07 PAYC PAYCOM SOFTWARE INC2.4K shares-0.08%2025-09-302025-11-07 CARR CARRIER GLOBAL CORPORATION8.0K shares1.07%2025-09-302025-11-07 UGI UGI CORP NEW14.3K sharesnew addition2025-09-302025-11-07 MOAT VANECK ETF TRUST4.7K shares0.00%2025-09-302025-11-07 GPIQ GOLDMAN SACHS ETF TR8.8K shares0.53%2025-09-302025-11-07 VT VANGUARD INTL EQUITY INDEX F3.3K shares2.69%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC570 shares3.83%2025-09-302025-11-07 BCSF BAIN CAP SPECIALTY FIN INC31.8K shares2.93%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF6.9K shares43.89%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2025-09-302025-11-07 KMI KINDER MORGAN INC DEL15.2K shares-0.32%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC2.7K shares16.14%2025-09-302025-11-07 LOW LOWES COS INC1.7K shares2.13%2025-09-302025-11-07 GILD GILEAD SCIENCES INC3.8K shares0.91%2025-09-302025-11-07 COR CENCORA INC1.3K shares0.38%2025-09-302025-11-07 IEMG ISHARES INC6.0K shares0.62%2025-09-302025-11-07 FDX FEDEX CORP1.7K shares1.83%2025-09-302025-11-07 BA BOEING CO1.8K shares-20.04%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.4K shares11.81%2025-09-302025-11-07 PDI PIMCO DYNAMIC INCOME FD19.6K shares0.00%2025-09-302025-11-07 GE GE AEROSPACE1.3K shares3.79%2025-09-302025-11-07 SCHW SCHWAB CHARLES CORP4.0K shares-3.97%2025-09-302025-11-07 AOM ISHARES TR7.9K shares0.00%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW3.0K shares-0.60%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR14.0K shares0.06%2025-09-302025-11-07 RTX RTX CORPORATION2.2K shares2.89%2025-09-302025-11-07 NOW SERVICENOW INC389 shares9.89%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.43%2025-09-302025-11-07 DELL DELL TECHNOLOGIES INC2.5K shares2.21%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.12%2025-09-302025-11-07 VXUS VANGUARD STAR FDS4.8K shares0.48%2025-09-302025-11-07 VST VISTRA CORP1.8K shares-9.69%2025-09-302025-11-07 GPIX GOLDMAN SACHS ETF TR6.4K shares-5.91%2025-09-302025-11-07 DBEF DBX ETF TR7.1K shares-1.98%2025-09-302025-11-07 PFFD GLOBAL X FDS16.9K shares0.00%2025-09-302025-11-07 PSX PHILLIPS 662.4K shares0.80%2025-09-302025-11-07 IRT INDEPENDENCE RLTY TR INC19.5K shares0.69%2025-09-302025-11-07 LIN LINDE PLC669 shares2.45%2025-09-302025-11-07 LAMR LAMAR ADVERTISING CO NEW2.5K shares-0.55%2025-09-302025-11-07 FSK FS KKR CAP CORP20.7K shares2.96%2025-09-302025-11-07 LRCX LAM RESEARCH CORP2.3K sharesnew addition2025-09-302025-11-07 ABT ABBOTT LABS2.3K shares-0.52%2025-09-302025-11-07 MSTY TIDAL TRUST II21.6K shares22.85%2025-09-302025-11-07 KRG KITE RLTY GROUP TR13.4K shares1.20%2025-09-302025-11-07 CAT CATERPILLAR INC611 shares4.27%2025-09-302025-11-07 AMAT APPLIED MATLS INC1.4K shares-2.48%2025-09-302025-11-07 OBDC BLUE OWL CAPITAL CORPORATION22.5K shares0.45%2025-09-302025-11-07 VLO VALERO ENERGY CORP1.7K shares0.90%2025-09-302025-11-07 XT ISHARES TR4.0K shares0.00%2025-09-302025-11-07 FVAL FIDELITY COVINGTON TRUST4.1K shares0.34%2025-09-302025-11-07 GME GAMESTOP CORP NEW10.2K shares0.01%2025-09-302025-11-07 PFF ISHARES TR8.7K shares0.74%2025-09-302025-11-07 SBUX STARBUCKS CORP3.2K shares-1.25%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS3.7K shares-5.81%2025-09-302025-11-07 JEPQ J P MORGAN EXCHANGE TRADED F4.7K shares0.86%2025-09-302025-11-07 DVY ISHARES TR1.9K shares0.00%2025-09-302025-11-07 PDN INVESCO EXCH TRADED FD TR II6.6K shares0.65%2025-09-302025-11-07 HOMB HOME BANCSHARES INC9.5K shares0.00%2025-09-302025-11-07 MS MORGAN STANLEY1.7K shares3.56%2025-09-302025-11-07 INTU INTUIT390 shares-1.27%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR944 shares0.00%2025-09-302025-11-07 VV VANGUARD INDEX FDS845 shares0.00%2025-09-302025-11-07 MCK MCKESSON CORP336 shares2.44%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW1.3K shares-1.03%2025-09-302025-11-07 AGNC AGNC INVT CORP26.1K shares-0.15%2025-09-302025-11-07 FMHI FIRST TR EXCH TRADED FD III5.4K shares0.00%2025-09-302025-11-07 FNDF SCHWAB STRATEGIC TR5.9K shares0.00%2025-09-302025-11-07 PTY PIMCO CORPORATE & INCOME OPP17.5K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO2.7K shares4.00%2025-09-302025-11-07 ET ENERGY TRANSFER L P14.6K shares0.05%2025-09-302025-11-07 OXLC OXFORD LANE CAP CORP14.7K sharesnew addition2025-09-302025-11-07 RSG REPUBLIC SVCS INC1.1K shares2.00%2025-09-302025-11-07 BOTZ GLOBAL X FDS6.7K shares0.07%2025-09-302025-11-07 IWM ISHARES TR982 shares-25.27%2025-09-302025-11-07 IWV ISHARES TR615 shares-6.68%2025-09-302025-11-07 URI UNITED RENTALS INC240 sharesnew addition2025-09-302025-11-07 BDJ BLACKROCK ENHANCED EQUITY DI25.1K shares2.08%2025-09-302025-11-07 SLV ISHARES SILVER TR5.4K sharesnew addition2025-09-302025-11-07 MRK MERCK & CO INC2.7K sharesnew addition2025-09-302025-11-07 AAL AMERICAN AIRLS GROUP INC20.3K shares1.18%2025-09-302025-11-07 EFV ISHARES TR3.4K shares1.73%2025-09-302025-11-07 ASML ASML HOLDING N V230 sharesnew addition2025-09-302025-11-07 GEV GE VERNOVA INC360 sharesnew addition2025-09-302025-11-07 FMB FIRST TR EXCH TRADED FD III4.4K sharesnew addition2025-09-302025-11-07 CTAS CINTAS CORP1.1K shares-5.20%2025-09-302025-11-07 TMO THERMO FISHER SCIENTIFIC INC450 sharesnew addition2025-09-302025-11-07 IJK ISHARES TR2.3K shares0.00%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2025-09-302025-11-07 FQAL FIDELITY COVINGTON TRUST2.8K sharesnew addition2025-09-302025-11-07 VBTX VERITEX HLDGS INC6.2K sharesnew addition2025-09-302025-11-07 XFLT XAI OCTAGN FLT RAT & ALT INM38.8K shares0.00%2025-09-302025-11-07 MRVL MARVELL TECHNOLOGY INC2.4K sharesnew addition2025-09-302025-11-07 SLRC SLR INVESTMENT CORP12.0K shares0.00%2025-09-302025-11-07 GBDC GOLUB CAP BDC INC12.8K shares2.42%2025-09-302025-11-07 CWK CUSHMAN WAKEFIELD PLC10.3K shares0.00%2025-09-302025-11-07 ECC EAGLE POINT CREDIT COMPANY I23.5K shares0.00%2025-09-302025-11-07 DX DYNEX CAP INC11.9K sharesnew addition2025-09-302025-11-07 LYG LLOYDS BANKING GROUP PLC30.3K shares-3.98%2025-09-302025-11-07 SACH SACHEM CAP CORP118.9K shares0.00%2025-09-302025-11-07 ETW EATON VANCE TAX-MANAGED GLOB14.2K shares2.26%2025-09-302025-11-07 ERIC TELEFONAKTIEBOLAGET LM ERICS14.4K shares-1.38%2025-09-302025-11-07 BRSP BRIGHTSPIRE CAPITAL INC14.5K shares0.00%2025-09-302025-11-07 TPVG TRIPLEPOINT VENTURE GROWTH B13.6K shares0.00%2025-09-302025-11-07 ACRE ARES COML REAL ESTATE CORP17.0K shares0.00%2025-09-302025-11-07 AMC AMC ENTMT HLDGS INC10.6K shares0.00%2025-09-302025-11-07 MBIO MUSTANG BIO INC10.5K sharesnew addition2025-09-302025-11-07 GNS GENIUS GROUP LTD15.0K shares50.00%2025-09-302025-11-07 Call Option Holdings
GME Call CallGAMESTOP CORP NEW10.0K sharesnew addition2025-09-302025-11-07 Put Option Holdings
No put option holdings data available