Cfo4 Life Group, LLC Purchases in Q3 2025

Cfo4 Life Group, LLC

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
570
+ 0.39%
$567.77 - $614.76 $324K - $350K
145K $89.1M
AAPL
Apple Inc.

Technology
406
+ 0.32%
$202.38 - $256.87 $82.2K - $104K
125K $31.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.2K
+ 2.26%
$54.35 - $59.32 $881K - $961K
734K $43.5M
MSFT
Microsoft Corp

Technology
5.57K
+ 13.39%
$491.09 - $535.64 $2.73M - $2.98M
47.2K $24.4M
APP
App Lovin Corp

Technology
717
+ 11.14%
$335.1 - $718.54 $240K - $515K
7.16K $5.14M
IEFA
Ishares Tr

ETFs
11.4K
+ 3.06%
$81.7 - $87.53 $935K - $1M
385K $33.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.59K
+ 0.9%
$182.33 - $194.5 $290K - $310K
178K $34.7M
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 6.52%
$175.16 - $255.24 $315K - $460K
29.4K $7.16M
GOOGL
Alphabet Inc.

Communication Services
1.12K
+ 4.06%
$174.36 - $254.72 $195K - $285K
28.6K $6.96M
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 60.82%
$293.94 - $444.72 $776K - $1.17M
6.98K $3.1M
NVDA
Nvidia Corp

Technology
1.83K
+ 4.05%
$153.3 - $186.58 $280K - $341K
46.9K $8.76M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
21.2K
+ 6.88%
$49.09 - $50.58 $1.04M - $1.07M
330K $16.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
675
+ 0.71%
$108.46 - $120.63 $73.2K - $81.4K
95.2K $11.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 26.37%
$459.11 - $506.91 $614K - $678K
6.41K $3.22M
AVGO
Broadcom Inc.

Technology
347
+ 3.29%
$264.74 - $369.57 $91.9K - $128K
10.9K $3.59M
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 0.1%
$303.93 - $329.86 $8.21K - $8.91K
26.5K $8.68M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
637
+ 1.09%
$121.46 - $130.92 $77.4K - $83.4K
59.3K $7.73M
IXUS
Ishares Tr

ETFs
1.52K
+ 1.84%
$76.35 - $82.58 $116K - $126K
84.4K $6.97M
UGI
Ugi Corp

Utilities
14.3K
New
$32.64 - $37.14 $465K - $530K
14.3K $474K
BALT
Innovator Etfs Tr
12.3K
+ 113.35%
$32.11 - $32.82 $395K - $404K
23.2K $760K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.13K
+ 1.6%
$49.43 - $54.52 $55.9K - $61.6K
71.9K $3.9M
JNJ
Johnson & Johnson

Healthcare
179
+ 1.68%
$155.17 - $185.42 $27.8K - $33.2K
10.9K $2.01M
VEA
Vanguard Ftse Developed Market

ETFs
5.14K
+ 25.9%
$56.02 - $60.3 $288K - $310K
25K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 0.96%
$282.78 - $316.06 $26K - $29.1K
9.68K $3.05M
CSX
Csx Corp

Industrials
9
+ 0.01%
$32.05 - $36.52 $288 - $329
94K $3.34M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.6K
+ 4.05%
$45.26 - $46.63 $208K - $215K
118K $5.47M
META
Meta Platforms, Inc.

Communication Services
403
+ 5.19%
$695.21 - $791.73 $280K - $319K
8.16K $5.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
166
+ 5.27%
$546.99 - $602.2 $90.8K - $100K
3.32K $1.99M
ORCL
Oracle Corp

Technology
123
+ 3.57%
$218.96 - $328.33 $26.9K - $40.4K
3.56K $1M
HTRB
Hartford Fds Total Return Bd E

ETFs
5.38K
+ 4.48%
$33.47 - $34.58 $180K - $186K
126K $4.3M
URI
United Rentals, Inc.

Industrials
240
New
$774.14 - $975.23 $186K - $234K
240 $229K
MRK
Merck & Co., Inc.

Healthcare
2.72K
New
$77.6 - $87.37 $211K - $238K
2.72K $228K
SLV
I Shares Silver Trust

ETFs
5.39K
New
$32.73 - $42.5 $176K - $229K
5.39K $228K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.65K
+ 11.78%
$42.39 - $44.63 $155K - $163K
34.7K $1.55M
ASML
Asml Holding Nv

Technology
230
New
$689.63 - $968.09 $159K - $223K
230 $222K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.36K
New
$49.32 - $50.93 $215K - $222K
4.36K $220K
TMO
Thermo Fisher Scientific Inc.

Healthcare
450
New
$404.94 - $499.99 $182K - $225K
450 $218K
AMZN
Amazon Com Inc

Consumer Cyclical
934
+ 1.56%
$211.65 - $238.24 $198K - $223K
60.7K $13.3M
PANW
Palo Alto Networks Inc

Technology
1.04K
New
$167.06 - $208.19 $173K - $216K
1.04K $211K
FQAL
Fidelity Covington Tr Quality

ETFs
2.79K
New
$69.69 - $74.72 $195K - $209K
2.79K $208K
VBTX
Veritex Holdings, Inc.

Financial Services
6.2K
New
$26.87 - $34.78 $167K - $216K
6.2K $207K
MRVL
Marvell Technology, Inc.

Technology
2.4K
New
$62.31 - $84.07 $150K - $202K
2.4K $201K
KLAC
Kla Corp

Technology
13
+ 1.33%
$843.9 - $1078.6 $11K - $14K
987 $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.29%
$617.65 - $666.84 $6.79K - $7.34K
3.78K $2.52M
ABBV
Abb Vie Inc.

Healthcare
87
+ 2.64%
$184.85 - $231.54 $16.1K - $20.1K
3.38K $782K
PEP
Pepsico Inc

Consumer Defensive
417
+ 3.13%
$133.81 - $152.16 $55.8K - $63.5K
13.8K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.86K
+ 15.23%
$48.5 - $50.19 $139K - $144K
21.7K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
211
+ 8.87%
$237.77 - $353.61 $50.2K - $74.6K
2.59K $893K
DX
Dynex Capital Inc

Real Estate
11.9K
New
$11.85 - $12.93 $141K - $154K
11.9K $145K
Activity Summary
Buys All Purchases 150 New Holdings 18 Increased Positions 132 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 1 Puts 0
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