Cfo4 Life Group, LLC Incresed Positions 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
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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.65K
+ 11.78%
$42.39 - $44.63 $155K - $163K
34.7K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
934
+ 1.56%
$211.65 - $238.24 $198K - $223K
60.7K $13.3M
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
162
+ 8.78%
$224.68 - $282.71 $36.4K - $45.8K
2.01K $560K
AMD
Advanced Micro Devices Inc

Technology
370
+ 16.14%
$134.8 - $184.42 $49.9K - $68.2K
2.66K $430K
CVX
Chevron Corp

Energy
307
+ 7.01%
$145.57 - $161.83 $44.7K - $49.7K
4.69K $728K
BAC
Bank Of America Corp

Financial Services
384
+ 2.39%
$44.92 - $52.42 $17.2K - $20.1K
16.4K $847K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$420.11 - $472.68 $420 - $473
1.86K $872K
MO
Altria Group, Inc.

Consumer Defensive
108
+ 1.09%
$57.75 - $67.68 $6.24K - $7.31K
10K $663K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
2.74K
+ 9.24%
$22.83 - $23.85 $62.6K - $65.4K
32.4K $772K
GE
General Electric CO

Industrials
47
+ 3.79%
$244.75 - $305.63 $11.5K - $14.4K
1.29K $387K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 3.83%
$696.56 - $806.32 $14.6K - $16.9K
570 $453K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.06%
$433.97 - $484.08 $434 - $484
1.58K $757K
CAT
Caterpillar Inc

Industrials
25
+ 4.27%
$390.92 - $477.15 $9.77K - $11.9K
611 $291K
VLO
Valero Energy Corp

Energy
15
+ 0.9%
$131.77 - $175.63 $1.98K - $2.63K
1.69K $286K
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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