CFO4Life Group, LLC Portfolio Holdings
Q3 2025•234 long positions•$688.0M portfolio value
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Holding244 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $89.1M 12.95% | +$349.1K Bought | — 145.4K shares | 144.9K → 145.4K +$349.1K | +0.39% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $43.5M 6.32% | +$959.3K Bought | — 734.5K shares | 718.3K → 734.5K +$959.3K | +2.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $34.7M 5.04% | +$309.8K Bought | — 178.3K shares | 176.8K → 178.3K +$309.8K | +0.9% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $33.7M 4.89% | +$999.5K Bought | — 385.4K shares | 374.0K → 385.4K +$999.5K | +3.06% | — — | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $31.9M 4.64% | +$103.4K Bought | 0.001% 125.4K shares | 125.0K → 125.4K +$103.4K | +0.32% | $3.78T Mega Cap | Q1 2017 Held for 8y 8m | |
Integrated Freight & Logistics Industrials | $26.1M 3.79% | -$107.5K Sold | 0.037% 312.1K shares | 313.4K → 312.1K −$107.5K | -0.41% | $70.8B Large Cap | Q1 2017 Held for 8y 8m | |
Software - Infrastructure Technology | $24.4M 3.55% | +$2.9M Bought | 0.001% 47.2K shares | 41.6K → 47.2K +$2.9M | +13.39% | $3.85T Mega Cap | Q3 2017 Held for 8y 2m | |
Discount Stores Consumer Defensive | $17.9M 2.61% | -$68.7K Sold | 0.002% 174.0K shares | 174.6K → 174.0K −$68.7K | -0.38% | $821.68B Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $16.7M 2.42% | +$1.1M Bought | — 330.2K shares | 308.9K → 330.2K +$1.1M | +6.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $16.1M 2.35% | -$298.0K Sold | — 62.9K shares | 64.1K → 62.9K −$298.0K | -1.81% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $13.4M 1.95% | +$298.7K Bought | — 358.4K shares | 350.4K → 358.4K +$298.7K | +2.27% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $13.3M 1.94% | +$205.1K Bought | 0.001% 60.7K shares | 59.7K → 60.7K +$205.1K | +1.56% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $12.5M 1.82% | +$205.8K Bought | — 159.9K shares | 157.3K → 159.9K +$205.8K | +1.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.5M 1.67% | +$1.5M Bought | — 473.2K shares | 411.0K → 473.2K +$1.5M | +15.13% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.3M 1.64% | +$80.2K Bought | — 95.2K shares | 94.5K → 95.2K +$80.2K | +0.71% | — — | Q1 2017 Held for 8y 8m | |
Home Improvement Consumer Cyclical | $10.4M 1.51% | -$21.9K Sold | 0.003% 25.6K shares | 25.6K → 25.6K −$21.9K | -0.21% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $10.0M 1.45% | +$418.9K Bought | 0.002% 29.2K shares | 27.9K → 29.2K +$418.9K | +4.39% | $662.60B Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $8.8M 1.29% | -$266.5K Sold | — 154.9K shares | 159.6K → 154.9K −$266.5K | -2.92% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $8.8M 1.27% | +$340.7K Bought | 0.0% 46.9K shares | 45.1K → 46.9K +$340.7K | +4.05% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $8.7M 1.26% | +$8.9K Bought | — 26.5K shares | 26.4K → 26.5K +$8.9K | +0.1% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $8.5M 1.24% | -$164.8K Sold | — 68.1K shares | 69.4K → 68.1K −$164.8K | -1.9% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.7M 1.12% | +$83.0K Bought | — 59.3K shares | 58.7K → 59.3K +$83.0K | +1.09% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $7.5M 1.09% | -$49.5K Sold | 0.001% 13.2K shares | 13.3K → 13.2K −$49.5K | -0.65% | $514.21B Mega Cap | Q2 2018 Held for 7y 5m | |
Internet Content & Information Communication Services | $7.2M 1.04% | +$438.6K Bought | 0.0% 29.4K shares | 27.6K → 29.4K +$438.6K | +6.52% | $2.95T Mega Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $7.0M 1.01% | +$125.8K Bought | — 84.4K shares | 82.9K → 84.4K +$125.8K | +1.84% | — — | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $7.0M 1.01% | +$271.8K Bought | 0.0% 28.6K shares | 27.5K → 28.6K +$271.8K | +4.06% | $2.95T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $6.6M 0.964% | -$988.1K Sold | — 55.5K shares | 63.8K → 55.5K −$988.1K | -12.96% | — — | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $6.6M 0.957% | -$342.1K Sold | 0.135% 213.2K shares | 224.3K → 213.2K −$342.1K | -4.94% | $4.9B Mid Cap | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $6.0M 0.871% | +$296.0K Bought | 0.0% 8.2K shares | 7.8K → 8.2K +$296.0K | +5.19% | $1.84T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $5.9M 0.857% | +$64.6K Bought | — 143.5K shares | 141.9K → 143.5K +$64.6K | +1.11% | — — | Q4 2022 Held for 2y 11m | |
Waste Management Industrials | $5.9M 0.851% | -$41.7K Sold | 0.007% 26.5K shares | 26.7K → 26.5K −$41.7K | -0.71% | $89.0B Large Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $5.5M 0.795% | +$212.8K Bought | — 118.2K shares | 113.6K → 118.2K +$212.8K | +4.05% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $5.1M 0.747% | +$515.2K Bought | 0.002% 7.2K shares | 6.4K → 7.2K +$515.2K | +11.14% | $243.05B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.1M 0.735% | -$111.6K Sold | — 99.0K shares | 101.2K → 99.0K −$111.6K | -2.16% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 0.63% | +$208.8K Bought | — 55.1K shares | 52.4K → 55.1K +$208.8K | +5.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 0.626% | +$184.6K Bought | — 125.5K shares | 120.1K → 125.5K +$184.6K | +4.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 0.566% | +$61.2K Bought | — 71.9K shares | 70.8K → 71.9K +$61.2K | +1.6% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.6M 0.522% | +$114.5K Bought | 0.0% 10.9K shares | 10.5K → 10.9K +$114.5K | +3.29% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.6M 0.517% | -$93.2K Sold | — 80.1K shares | 82.2K → 80.1K −$93.2K | -2.55% | — — | Q4 2022 Held for 2y 11m | |
Railroads Industrials | $3.3M 0.485% | +$319.6 Bought | 0.005% 94.0K shares | 94.0K → 94.0K +$319.6 | +0.01% | $66.2B Large Cap | Q2 2018 Held for 7y 5m | |
Asset Management Financial Services | $3.2M 0.47% | +$4.7K Bought | 0.002% 2.8K shares | 2.8K → 2.8K +$4.7K | +0.14% | $180.54B Large Cap | Q2 2018 Held for 7y 5m | |
Insurance - Diversified Financial Services | $3.2M 0.469% | +$672.7K Bought | 0.0% 6.4K shares | 5.1K → 6.4K +$672.7K | +26.37% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $3.1M 0.451% | +$1.2M Bought | 0.0% 7.0K shares | 4.3K → 7.0K +$1.2M | +60.82% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $3.1M 0.448% | -$225.5 Sold | 0.001% 27.3K shares | 27.3K → 27.3K −$225.5 | -0.01% | $480.68B Mega Cap | Q1 2017 Held for 8y 8m | |
Banks - Diversified Financial Services | $3.1M 0.444% | +$29.0K Bought | 0.0% 9.7K shares | 9.6K → 9.7K +$29.0K | +0.96% | $867.35B Mega Cap | Q1 2017 Held for 8y 8m | |
Insurance - Diversified Financial Services | $3.0M 0.438% | — | 0.0% 4.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $2.7M 0.397% | +$20.0K Bought | 0.001% 17.8K shares | 17.6K → 17.8K +$20.0K | +0.74% | $359.62B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $2.5M 0.366% | +$7.3K Bought | — 3.8K shares | 3.8K → 3.8K +$7.3K | +0.29% | — — | Q3 2019 Held for 6y 2m | |
Telecommunications Services Communication Services | $2.1M 0.298% | -$11.3K Sold | 0.001% 8.6K shares | 8.6K → 8.6K −$11.3K | -0.55% | $269.40B Mega Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $2.0M 0.293% | +$33.2K Bought | 0.0% 10.9K shares | 10.7K → 10.9K +$33.2K | +1.68% | $446.55B Mega Cap | Q1 2017 Held for 8y 8m |
