The Analysis of CFO4Life Group, LLC's Holdings
Currently, CFO4Life Group, LLC holds 242 types of securities in its portfolio with a total value $701.5M. In the most recent quarter, they have increased their positions in VUSB (+296.1K shares, valued at $14.8M), VGSH (+35.7K shares, valued at $2.1M), LII (+1.8K shares, valued at $872.6K); decreased their positions in WMT (-114.7K shares, valued at $12.8M), N/A (-2.1K shares, valued at $1.3M), N/A (-1.7K shares, valued at $843.9K); initiated new positions in VUSB (+296.1K shares, valued at $14.8M), VGSH (+35.7K shares, valued at $2.1M), MU (+2.2K shares, valued at $635.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DYNF BLACKROCK ETF TRUST726.8K shares-1.04%2025-12-312026-02-06
QUAL ISHARES TR176.2K shares-1.19%2025-12-312026-02-06 IEFA ISHARES TR385.5K shares0.01%2025-12-312026-02-06 AAPL APPLE INC124.8K shares-0.47%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC311.8K shares-0.10%2025-12-312026-02-06 MSFT MICROSOFT CORP45.6K shares-3.26%2025-12-312026-02-06 JMUB J P MORGAN EXCHANGE TRADED F323.2K shares-2.11%2025-12-312026-02-06 MTUM ISHARES TR61.2K shares-2.72%2025-12-312026-02-06 VUSB VANGUARD BD INDEX FDS296.1K sharesnew addition2025-12-312026-02-06 AMZN AMAZON COM INC61.2K shares0.83%2025-12-312026-02-06 VFLO VICTORY PORTFOLIOS II356.5K shares-0.52%2025-12-312026-02-06 VCRB VANGUARD MALVERN FDS163.3K shares2.11%2025-12-312026-02-06 MMIT NEW YORK LIFE INVTS ACTIVE E476.9K shares0.77%2025-12-312026-02-06 IJR ISHARES TR93.2K shares-2.06%2025-12-312026-02-06 V VISA INC28.7K shares-1.46%2025-12-312026-02-06 ALPHABET INC ALPHABET INC29.6K shares0.49%2025-12-312026-02-06 ALPHABET INC ALPHABET INC29.0K shares1.23%2025-12-312026-02-06 VTI VANGUARD INDEX FDS26.5K shares0.02%2025-12-312026-02-06 VLUE ISHARES TR64.7K shares-4.92%2025-12-312026-02-06 HD HOME DEPOT INC25.2K shares-1.48%2025-12-312026-02-06 NVDA NVIDIA CORPORATION45.6K shares-2.87%2025-12-312026-02-06 JEPI J P MORGAN EXCHANGE TRADED F143.5K shares-7.34%2025-12-312026-02-06 DAR DARLING INGREDIENTS INC211.1K shares-1.00%2025-12-312026-02-06 MA MASTERCARD INCORPORATED13.2K shares0.02%2025-12-312026-02-06 GSLC GOLDMAN SACHS ETF TR56.8K shares-4.15%2025-12-312026-02-06 IXUS ISHARES TR80.4K shares-4.75%2025-12-312026-02-06 WMT WALMART INC59.2K shares-65.96%2025-12-312026-02-06 IEI ISHARES TR50.7K shares-8.70%2025-12-312026-02-06 GSIE GOLDMAN SACHS ETF TR137.0K shares-4.52%2025-12-312026-02-06 WM WASTE MGMT INC DEL26.5K shares-0.14%2025-12-312026-02-06 META META PLATFORMS INC8.3K shares1.76%2025-12-312026-02-06 FBND FIDELITY MERRIMACK STR TR112.9K shares-4.46%2025-12-312026-02-06 JMST J P MORGAN EXCHANGE TRADED F93.5K shares-5.62%2025-12-312026-02-06 BROADCOM INC BROADCOM INC13.2K shares21.02%2025-12-312026-02-06 APP APPLOVIN CORP6.3K shares-11.75%2025-12-312026-02-06 VPLS VANGUARD MALVERN FDS53.1K shares-3.52%2025-12-312026-02-06 HTRB HARTFORD FDS EXCHANGE TRADED119.8K shares-4.54%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F70.5K shares-2.05%2025-12-312026-02-06 CSX CSX CORP94.0K shares0.05%2025-12-312026-02-06 FIXD FIRST TR EXCHNG TRADED FD VI75.5K shares-5.69%2025-12-312026-02-06 XOM EXXON MOBIL CORP26.8K shares-1.86%2025-12-312026-02-06 TSLA TESLA INC7.1K shares1.63%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.9.7K shares0.46%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR3.8K shares-0.42%2025-12-312026-02-06 LII LENNOX INTL INC5.2K shares52.34%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO17.1K shares-3.87%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON10.7K shares-1.29%2025-12-312026-02-06 CSCO CISCO SYS INC28.4K shares0.22%2025-12-312026-02-06 VGSH VANGUARD SCOTTSDALE FDS35.7K sharesnew addition2025-12-312026-02-06 PB PROSPERITY BANCSHARES INC29.2K shares0.36%2025-12-312026-02-06 LLY ELI LILLY & CO1.9K shares1.85%2025-12-312026-02-06 JPST J P MORGAN EXCHANGE TRADED F39.5K shares-0.36%2025-12-312026-02-06 PEP PEPSICO INC13.6K shares-1.21%2025-12-312026-02-06 BXSL BLACKSTONE SECD LENDING FD67.6K shares0.94%2025-12-312026-02-06 IUSV ISHARES TR15.5K shares0.54%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS25.3K shares1.43%2025-12-312026-02-06 DIVO AMPLIFY ETF TR35.5K shares2.26%2025-12-312026-02-06 TMUS T-MOBILE US INC7.4K shares-13.71%2025-12-312026-02-06 TXN TEXAS INSTRS INC8.3K shares-1.06%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW1.5K shares19.66%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC7.0K shares-7.99%2025-12-312026-02-06 KLAC KLA CORP958 shares-2.94%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC216 shares-0.46%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO3.1K shares-5.05%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS22.6K shares4.20%2025-12-312026-02-06 USMV ISHARES TR11.8K shares-3.71%2025-12-312026-02-06 BALT INNOVATOR ETFS TRUST32.4K shares39.94%2025-12-312026-02-06 KO COCA COLA CO15.5K shares-2.13%2025-12-312026-02-06 COP CONOCOPHILLIPS11.5K shares-1.33%2025-12-312026-02-06 MPLX MPLX LP18.5K shares0.00%2025-12-312026-02-06 BOND PIMCO ETF TR10.0K shares0.00%2025-12-312026-02-06 EME EMCOR GROUP INC1.5K shares-2.33%2025-12-312026-02-06 APH AMPHENOL CORP NEW6.7K shares-1.86%2025-12-312026-02-06 TFLO ISHARES TR17.6K shares-27.49%2025-12-312026-02-06 EPD ENTERPRISE PRODS PARTNERS L27.5K shares0.31%2025-12-312026-02-06 UNP UNION PAC CORP3.7K shares-0.27%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC2.5K shares-1.70%2025-12-312026-02-06 PGR PROGRESSIVE CORP3.7K shares6.99%2025-12-312026-02-06 DIS DISNEY WALT CO7.3K shares-7.78%2025-12-312026-02-06 BAC BANK AMERICA CORP15.1K shares-8.35%2025-12-312026-02-06 NTRS NORTHERN TR CORP6.0K shares-4.56%2025-12-312026-02-06 HIG HARTFORD INSURANCE GROUP INC5.9K shares-1.22%2025-12-312026-02-06 MMIN NEW YORK LIFE INVTS ACTIVE E33.4K shares3.08%2025-12-312026-02-06 NVS NOVARTIS AG5.7K shares0.21%2025-12-312026-02-06 CII BLACKROCK ENHANCED LARGE CAP33.1K shares1.09%2025-12-312026-02-06 VUG VANGUARD INDEX FDS1.6K shares0.19%2025-12-312026-02-06 ABBV ABBVIE INC3.3K shares-0.98%2025-12-312026-02-06 UBER UBER TECHNOLOGIES INC9.2K shares5.06%2025-12-312026-02-06 ETB EATON VANCE TAX MNGED BUY WR48.0K shares-22.31%2025-12-312026-02-06 CVX CHEVRON CORP NEW4.6K shares-1.90%2025-12-312026-02-06 T AT&T INC28.0K shares-1.42%2025-12-312026-02-06 IVV ISHARES TR1.0K shares-42.35%2025-12-312026-02-06 ITOT ISHARES TR4.6K shares0.00%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC4.2K shares1.47%2025-12-312026-02-06 PFE PFIZER INC27.0K shares0.72%2025-12-312026-02-06 WFC WELLS FARGO CO NEW7.2K shares-10.59%2025-12-312026-02-06 IWF ISHARES TR1.3K shares-27.60%2025-12-312026-02-06 ENB ENBRIDGE INC13.3K shares0.05%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC2.2K sharesnew addition2025-12-312026-02-06 AMGN AMGEN INC1.9K shares-0.26%2025-12-312026-02-06 MUB ISHARES TR5.9K shares0.00%2025-12-312026-02-06 IUSB ISHARES TR13.6K shares-3.07%2025-12-312026-02-06 MLN VANECK ETF TRUST35.8K shares0.00%2025-12-312026-02-06 INTC INTEL CORP16.9K shares2.75%2025-12-312026-02-06 RMD RESMED INC2.5K shares-3.78%2025-12-312026-02-06 RDDT REDDIT INC2.6K shares-13.48%2025-12-312026-02-06 FBTC FIDELITY WISE ORIGIN BITCOIN7.8K shares49.22%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP1.2K shares-11.37%2025-12-312026-02-06 MO ALTRIA GROUP INC9.9K shares-1.64%2025-12-312026-02-06 BE BLOOM ENERGY CORP6.5K shares-13.25%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares-7.12%2025-12-312026-02-06 ORCL ORACLE CORP2.9K shares-19.02%2025-12-312026-02-06 MCD MCDONALDS CORP1.7K shares0.06%2025-12-312026-02-06 VEEV VEEVA SYS INC2.2K shares-4.88%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC2.3K shares-13.94%2025-12-312026-02-06 MOAT VANECK ETF TRUST4.7K shares0.62%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC552 shares-3.16%2025-12-312026-02-06 FDX FEDEX CORP1.7K shares-0.66%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F3.3K shares0.51%2025-12-312026-02-06 GPIQ GOLDMAN SACHS ETF TR8.9K shares0.35%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS1.6K shares13.10%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC11.3K shares-2.13%2025-12-312026-02-06 SPHQ INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2025-12-312026-02-06 BIZD VANECK ETF TRUST32.5K shares-21.85%2025-12-312026-02-06 GILD GILEAD SCIENCES INC3.7K shares-1.03%2025-12-312026-02-06 BCSF BAIN CAP SPECIALTY FIN INC32.8K shares3.02%2025-12-312026-02-06 CENCORA INC CENCORA INC1.3K shares-0.23%2025-12-312026-02-06 GLD SPDR GOLD TR1.1K shares-31.50%2025-12-312026-02-06 NFLX NETFLIX INC4.5K shares900.44%2025-12-312026-02-06 CARR CARRIER GLOBAL CORPORATION8.0K shares0.45%2025-12-312026-02-06 CORZ CORE SCIENTIFIC INC NEW29.1K shares0.14%2025-12-312026-02-06 KMI KINDER MORGAN INC DEL15.2K shares-0.54%2025-12-312026-02-06 IEMG ISHARES INC6.0K shares0.69%2025-12-312026-02-06 EQT CORP EQT CORP7.5K shares-37.00%2025-12-312026-02-06 LOW LOWES COS INC1.7K shares-1.13%2025-12-312026-02-06 COF CAPITAL ONE FINL CORP1.6K sharesnew addition2025-12-312026-02-06 RTX RTX CORPORATION2.1K shares-1.66%2025-12-312026-02-06 SCHW SCHWAB CHARLES CORP3.8K shares-4.66%2025-12-312026-02-06 AOM ISHARES TR7.9K shares0.00%2025-12-312026-02-06 BA BOEING CO1.7K shares-4.62%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE1.2K shares-5.05%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR14.0K shares0.06%2025-12-312026-02-06 VXUS VANGUARD STAR FDS4.8K shares0.65%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.31%2025-12-312026-02-06 CAT CATERPILLAR INC626 shares2.45%2025-12-312026-02-06 AMAT APPLIED MATLS INC1.4K shares-2.48%2025-12-312026-02-06 FSK FS KKR CAP CORP23.6K shares14.24%2025-12-312026-02-06 PDI PIMCO DYNAMIC INCOME FD19.6K shares0.00%2025-12-312026-02-06 SLV ISHARES SILVER TR5.4K shares0.00%2025-12-312026-02-06 IRT INDEPENDENCE RLTY TR INC19.6K shares0.79%2025-12-312026-02-06 GPIX GOLDMAN SACHS ETF TR6.4K shares0.00%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF6.6K shares-4.76%2025-12-312026-02-06 DBEF DBX ETF TR6.8K shares-3.73%2025-12-312026-02-06 KRG KITE RLTY GROUP TR13.5K shares1.22%2025-12-312026-02-06 LAMR LAMAR ADVERTISING CO NEW2.6K shares0.35%2025-12-312026-02-06 PFFD GLOBAL X FDS16.9K shares0.00%2025-12-312026-02-06 EW EDWARDS LIFESCIENCES CORP3.7K sharesnew addition2025-12-312026-02-06 PSX PHILLIPS 662.4K shares-0.17%2025-12-312026-02-06 DELL DELL TECHNOLOGIES INC2.4K shares-1.97%2025-12-312026-02-06 FVAL FIDELITY COVINGTON TRUST4.1K shares-0.58%2025-12-312026-02-06 MS MORGAN STANLEY1.7K shares-1.36%2025-12-312026-02-06 MAT MATTEL INC14.6K sharesnew addition2025-12-312026-02-06 AAL AMERICAN AIRLS GROUP INC18.8K shares-7.22%2025-12-312026-02-06 VST VISTRA CORP1.8K shares0.28%2025-12-312026-02-06 UGI UGI CORP NEW7.7K shares-46.36%2025-12-312026-02-06 PTC PTC INC1.6K sharesnew addition2025-12-312026-02-06 AGNC AGNC INVT CORP26.1K shares0.00%2025-12-312026-02-06 PDN INVESCO EXCH TRADED FD TR II6.6K shares1.18%2025-12-312026-02-06 XT ISHARES TR4.0K shares0.00%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR6.1K shares2.98%2025-12-312026-02-06 VLO VALERO ENERGY CORP1.7K shares-0.24%2025-12-312026-02-06 NOW SERVICENOW INC1.8K shares358.61%2025-12-312026-02-06 PFF ISHARES TR8.8K shares1.21%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR1.9K shares100.00%2025-12-312026-02-06 MCK MCKESSON CORP327 shares-2.68%2025-12-312026-02-06 DVY ISHARES TR1.9K shares0.00%2025-12-312026-02-06 ZOCT INNOVATOR ETFS TRUST9.9K sharesnew addition2025-12-312026-02-06 INTU INTUIT402 shares3.08%2025-12-312026-02-06 VV VANGUARD INDEX FDS845 shares0.00%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS3.6K shares-2.02%2025-12-312026-02-06 HOMB HOME BANCSHARES INC9.5K shares0.00%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC447 shares-0.67%2025-12-312026-02-06 ABT ABBOTT LABS2.1K shares-9.79%2025-12-312026-02-06 FMHI FIRST TR EXCH TRADED FD III5.4K shares0.00%2025-12-312026-02-06 ISRG INTUITIVE SURGICAL INC444 sharesnew addition2025-12-312026-02-06 FMB FIRST TR EXCH TRADED FD III4.9K shares12.15%2025-12-312026-02-06 BDJ BLACKROCK ENHANCED EQUITY DI25.9K shares3.23%2025-12-312026-02-06 ET ENERGY TRANSFER L P14.8K shares1.45%2025-12-312026-02-06 BOTZ GLOBAL X FDS6.7K shares0.00%2025-12-312026-02-06 SBUX STARBUCKS CORP2.9K shares-10.79%2025-12-312026-02-06 GEV GE VERNOVA INC362 shares0.56%2025-12-312026-02-06 NEM NEWMONT CORP2.3K sharesnew addition2025-12-312026-02-06 IWV ISHARES TR600 shares-2.44%2025-12-312026-02-06 EFV ISHARES TR3.2K shares-3.61%2025-12-312026-02-06 PINS PINTEREST INC8.9K shares-51.97%2025-12-312026-02-06 HBAN HUNTINGTON BANCSHARES INC13.3K sharesnew addition2025-12-312026-02-06 JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares-16.18%2025-12-312026-02-06 AMT AMERICAN TOWER CORP NEW1.3K shares-3.19%2025-12-312026-02-06 PTY PIMCO CORPORATE & INCOME OPP17.5K shares0.00%2025-12-312026-02-06 CTAS CINTAS CORP1.2K shares9.21%2025-12-312026-02-06 LINDE PLC LINDE PLC517 shares-22.72%2025-12-312026-02-06 IJK ISHARES TR2.3K shares0.00%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC1.2K shares13.79%2025-12-312026-02-06 PAYC PAYCOM SOFTWARE INC1.4K shares-43.31%2025-12-312026-02-06 RSG REPUBLIC SVCS INC1.0K shares-5.13%2025-12-312026-02-06 FQAL FIDELITY COVINGTON TRUST2.8K shares0.29%2025-12-312026-02-06 ECC EAGLE POINT CREDIT COMPANY I36.2K shares54.10%2025-12-312026-02-06 LPLA LPL FINL HLDGS INC583 sharesnew addition2025-12-312026-02-06 GME GAMESTOP CORP NEW10.3K shares0.97%2025-12-312026-02-06 VBR VANGUARD INDEX FDS947 sharesnew addition2025-12-312026-02-06 DHR DANAHER CORPORATION876 sharesnew addition2025-12-312026-02-06 XFLT XAI OCTAGN FLT RAT & ALT INM38.8K shares0.00%2025-12-312026-02-06 SLRC SLR INVESTMENT CORP12.0K shares0.00%2025-12-312026-02-06 OBDC BLUE OWL CAPITAL CORPORATION14.3K shares-36.53%2025-12-312026-02-06 GBDC GOLUB CAP BDC INC13.1K shares2.46%2025-12-312026-02-06 DX DYNEX CAP INC11.9K shares0.00%2025-12-312026-02-06 LYG LLOYDS BANKING GROUP PLC27.2K shares-10.26%2025-12-312026-02-06 ETW EATON VANCE TAX-MANAGED GLOB14.5K shares2.19%2025-12-312026-02-06 SACH SACHEM CAP CORP118.9K shares0.00%2025-12-312026-02-06 TPVG TRIPLEPOINT VENTURE GROWTH B13.6K shares0.00%2025-12-312026-02-06 ACRE ARES COML REAL ESTATE CORP17.0K shares0.00%2025-12-312026-02-06 BRSP BRIGHTSPIRE CAPITAL INC14.5K shares0.00%2025-12-312026-02-06 MBIO MUSTANG BIO INC13.0K shares23.90%2025-12-312026-02-06 MAPS WM TECHNOLOGY INC12.5K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available