Cfo4 Life Group, LLC Reduced Holdings in Q3 2025

Cfo4 Life Group, LLC

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-1.29K
- 0.41%
$82.58 - $105.54 $106K - $136K
312K $26.1M
DAR
Darling Ingredients Inc.

Consumer Defensive
-11.1K
- 4.94%
$29.74 - $39.45 $330K - $437K
213K $6.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.27K
- 12.96%
$117.65 - $120.08 $973K - $993K
55.5K $6.64M
WM
Waste Management Inc

Industrials
-189
- 0.71%
$213.88 - $237.1 $40.4K - $44.8K
26.5K $5.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.67K
- 2.92%
$55.61 - $57.37 $260K - $268K
155K $8.84M
CI
Cigna Corp

Healthcare
-50
- 2.22%
$262.23 - $334.39 $13.1K - $16.7K
2.2K $635K
PM
Philip Morris International Inc.

Consumer Defensive
-88
- 2.08%
$157.77 - $183.27 $13.9K - $16.1K
4.15K $673K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.19K
- 2.16%
$50.81 - $51.07 $111K - $112K
99K $5.06M
PGR
Progressive Corp

Financial Services
-107
- 3.04%
$238.61 - $264.3 $25.5K - $28.3K
3.42K $843K
BA
Boeing CO

Industrials
-456
- 20.04%
$209.79 - $237.38 $95.7K - $108K
1.82K $392K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.1K
- 2.55%
$43.36 - $44.8 $91K - $94K
80.1K $3.56M
IWM
Ishares Russell 2000 ETF

ETFs
-332
- 25.27%
$214.92 - $244.84 $71.4K - $81.3K
982 $237K
INTU
Intuit Inc

Technology
-5
- 1.27%
$646.03 - $807.39 $3.23K - $4.04K
390 $266K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.07K
- 7.09%
$45.6 - $46.92 $48.8K - $50.2K
14K $654K
AMT
American Tower Corp

Real Estate
-14
- 1.03%
$192.32 - $232.35 $2.69K - $3.25K
1.35K $258K
MPLX
Mplx LP

Energy
-204
- 1.09%
$49.42 - $52.71 $10.1K - $10.8K
18.5K $924K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-816
- 2.02%
$50.47 - $50.74 $41.2K - $41.4K
39.6K $2.01M
VZ
Verizon Communications Inc

Communication Services
-993
- 7.89%
$40.84 - $45.06 $40.6K - $44.7K
11.6K $509K
VST
Vistra Corp.

Utilities
-190
- 9.69%
$182.0 - $217.92 $34.6K - $41.4K
1.77K $346K
CTAS
Cintas Corp

Industrials
-59
- 5.2%
$199.29 - $226.27 $11.8K - $13.3K
1.08K $220K
SBUX
Starbucks Corp

Consumer Cyclical
-41
- 1.25%
$81.9 - $96.86 $3.36K - $3.97K
3.23K $273K
KMI
Kinder Morgan, Inc.

Energy
-49
- 0.32%
$26.23 - $28.5 $1.29K - $1.4K
15.2K $431K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-226
- 5.81%
$72.57 - $74.72 $16.4K - $16.9K
3.66K $272K
EPD
Enterprise Products Partners L.P.

Energy
-470
- 1.68%
$30.74 - $32.14 $14.4K - $15.1K
27.4K $858K
ABT
Abbott Laboratories

Healthcare
-12
- 0.52%
$120.51 - $136.62 $1.45K - $1.64K
2.29K $306K
ERIC
Ericsson Lm Telephone CO

Technology
-201
- 1.38%
$7.2 - $8.55 $1.45K - $1.72K
14.4K $119K
TMUS
T Mobile Us, Inc.

Communication Services
-47
- 0.55%
$226.02 - $259.01 $10.6K - $12.2K
8.57K $2.05M
Reddit Inc
-24
- 0.79%
N/A
3.01K $0
Goldman Sachs ETF Tr
-400
- 5.91%
N/A
6.37K $0
LAMR
Lamar Advertising CO

Real Estate
-14
- 0.55%
$114.98 - $128.82 $1.61K - $1.8K
2.55K $312K
SCHW
Schwab Charles Corp

Financial Services
-166
- 3.97%
$91.03 - $98.69 $15.1K - $16.4K
4.01K $383K
IWV
Ishares Russell 3000 ETF

ETFs
-44
- 6.68%
$351.04 - $379.81 $15.4K - $16.7K
615 $233K
LYG
Lloyds Banking Group PLC

Financial Services
-1.26K
- 3.98%
$4.03 - $4.63 $5.06K - $5.82K
30.3K $137K
BOND
Pimco Active Bond Exchange Tra

ETFs
-65
- 0.65%
$90.83 - $93.81 $5.9K - $6.1K
10K $934K
VEEV
Veeva Systems Inc

Healthcare
-43
- 1.81%
$269.2 - $297.91 $11.6K - $12.8K
2.34K $695K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-143
- 1.98%
$43.65 - $46.42 $6.24K - $6.64K
7.08K $328K
AGNC
Agnc Investment Corp.

Real Estate
-38
- 0.15%
$9.2 - $10.37 $350 - $394
26.1K $255K
DUK
Duke Energy Corp

Utilities
-18
- 0.6%
$116.31 - $125.93 $2.09K - $2.27K
2.98K $368K
LMT
Lockheed Martin Corp

Industrials
-57
- 4.06%
$410.74 - $499.21 $23.4K - $28.5K
1.35K $671K
AMAT
Applied Materials Inc

Technology
-36
- 2.48%
$156.25 - $204.95 $5.63K - $7.38K
1.41K $289K
MA
Mastercard Inc

Financial Services
-87
- 0.65%
$550.18 - $598.96 $47.9K - $52.1K
13.2K $7.51M
ENB
Enbridge Inc

Energy
-133
- 0.99%
$43.79 - $50.46 $5.82K - $6.71K
13.3K $672K
GLD
Spdr Gold Trust

ETFs
-16
- 0.98%
$300.96 - $355.47 $4.82K - $5.69K
1.62K $576K
C
Citigroup Inc

Financial Services
-26
- 0.36%
$85.57 - $103.49 $2.22K - $2.69K
7.2K $730K
XOM
Exxon Mobil Corp

Energy
-2
- 0.01%
$105.83 - $117.22 $212 - $234
27.3K $3.08M
APH
Amphenol Corp

Technology
-67
- 0.97%
$97.39 - $125.4 $6.53K - $8.4K
6.83K $845K
EME
Emcor Group, Inc.

Industrials
-5
- 0.32%
$530.88 - $655.83 $2.65K - $3.28K
1.55K $1M
INTC
Intel Corp

Technology
-190
- 1.14%
$19.31 - $35.5 $3.67K - $6.75K
16.4K $550K
PLTR
Palantir Technologies Inc.

Technology
-353
- 4.46%
$130.68 - $186.97 $46.1K - $66K
7.56K $1.38M
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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