Cfo4 Life Group, LLC Portfolio Holdings by Sector
Cfo4 Life Group, LLC
- $648 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO DYNF QUAL IEFA JMUB MTUM MMIT IJR 70 stocks |
$354,131
54.71% of portfolio
|
40
|
14
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$31,941
4.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW 4 stocks |
$27,012
4.17% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$26,461
4.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META PINS 4 stocks |
$20,715
3.2% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$19,061
2.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP ORCC 4 stocks |
$18,854
2.91% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN TSM INTC AMD MRVL 7 stocks |
$15,718
2.43% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$13,323
2.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$10,775
1.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,682
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP UBER PAYC NOW INTU 5 stocks |
$7,118
1.1% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$7,034
1.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXSL ETB NTRS CII BCSF PDI FSK PTY 15 stocks |
$6,817
1.05% of portfolio
|
9
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV NVS PFE AMGN GILD MRK 8 stocks |
$6,804
1.05% of portfolio
|
8
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
DAR 1 stocks |
$6,581
1.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$6,097
0.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C WFC 4 stocks |
$5,305
0.82% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX UNP 2 stocks |
$4,224
0.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,808
0.59% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ 3 stocks |
$3,360
0.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX EPD ENB KMI ET 5 stocks |
$3,136
0.48% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,104
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,978
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$2,730
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
PB HOMB VBTX LYG 4 stocks |
$2,543
0.39% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
LII CARR 2 stocks |
$2,294
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ERIC 2 stocks |
$2,056
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EQT 2 stocks |
$1,747
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$1,575
0.24% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$1,528
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,447
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT BA RTX 3 stocks |
$1,426
0.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,336
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$1,171
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS 3 stocks |
$1,104
0.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$1,004
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$845
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$843
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$780
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$725
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$695
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE 1 stocks |
$637
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO 2 stocks |
$619
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC DX SACH ACRE 4 stocks |
$617
0.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$611
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR AMT 2 stocks |
$570
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GME GME 2 stocks |
$550
0.08% of portfolio
|
2
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$502
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$474
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$389
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$387
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$353
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$346
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
IRT 1 stocks |
$319
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$306
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
KRG 1 stocks |
$298
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$291
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$229
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
AAL 1 stocks |
$223
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$220
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$218
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CWK 1 stocks |
$164
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BRSP 1 stocks |
$78
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|