CG
| |
CFO4Life Group, LLC13F | |
| CFO4Life Group, LLC | |
| Last update 2025-04-30 | 221 Stocks (24 new) |
| Value $594.00 Mil | Turnover 22 % |
CFO4Life Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 141,621 | 72,780.3 | +62.60% | 12.250 | +4.72% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
UPS | United Parcel Service Inc | 315,636 | 34,716.8 | -0.21% | 5.840 | -0.01% | 0.040 | +4.59% | -18.88% | 84,019.3 | Transportation | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 653,852 | 31,881.8 | +3,254.29% | 5.370 | +5.21% | 0.200 | +20.40% | +7.90% | 19,386.4 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 175,299 | 29,956.9 | -1.48% | 5.040 | -0.08% | 0.060 | +14.25% | +3.80% | 53,112.1 | ||
AAPL | Apple Inc | 127,867 | 28,403.0 | +0.01% | 4.780 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 333,509 | 25,229.9 | +3,514.10% | 4.250 | +4.13% | 0.020 | +11.52% | +19.59% | 141,328.0 | ||
JMUB | JPMorgan Municipal ETF | 313,541 | 15,677.1 | +27.55% | 2.640 | +0.57% | 0.560 | +0.64% | -0.40% | 3,070.6 | ||
MSFT | Microsoft Corp | 40,813 | 15,320.9 | +0.26% | 2.580 | +0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
WMT | Walmart Inc | 171,804 | 15,082.7 | -3.35% | 2.540 | -0.09% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 66,344 | 13,410.2 | -46.32% | 2.260 | -2.08% | 0.090 | +22.63% | +16.07% | 17,703.4 |
CFO4Life Group, LLC's Historical Top Holdings Breakdowns
CFO4Life Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +5.21% | 48.08 ($51.4) 53.73 | $55.30 | 7.59% | Add 3254.29% | 653,852 | 634,359 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +4.72% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 62.6% | 141,621 | 54,524 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +4.13% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Add 3514.1% | 333,509 | 324,281 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Reduce Reduce | -3.86% | 56.17 ($58.26) 59.71 | $56.97 | -2.21% | Reduce -66.07% | 196,176 | -382,077 | |
VLUE | iShares MSCI USA Value Factor ETF | 2025-03-31 | Reduce Reduce | -3.56% | 104.89 ($108.93) 113.56 | $113.97 | 4.63% | Reduce -71.7% | 75,691 | -191,794 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Reduce Reduce | -2.08% | 196.12 ($213.69) 229.48 | $239.07 | 11.88% | Reduce -46.32% | 66,344 | -57,253 | |
VCRB | Vanguard Core Bond ETF | 2025-03-31 | New Buy New Buy | +1.87% | 74.92 ($76.52) 77.71 | $76.79 | 0.35% | New holding | 143,598 | 143,598 | |
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | New Buy New Buy | +1.87% | 33.49 ($35.11) 36.26 | $35.08 | -0.09% | New holding | 323,494 | 323,494 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.74% | 114.57 ($116.45) 118.14 | $118.13 | 1.44% | Reduce -53.14% | 75,699 | -85,859 | |
MMIT | NYLI MacKay Muni Intermediate ETF | 2025-03-31 | New Buy New Buy | +1.31% | 23.87 ($24.12) 24.37 | $23.70 | -1.76% | New holding | 323,904 | 323,904 |
CFO4Life Group, LLC Total Holding History ($B)
CFO4Life Group, LLC's Asset Allocation
CFO4Life Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CFO4Life Group, LLC's Hypothetical Growth since 2025-03-31
CFO4Life Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CFO4Life Group, LLC's Holdings Heat Map
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CFO4Life Group, LLC's Holdings Bubble Chart
CFO4Life Group, LLC News
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