Latest CFO4Life Group, LLC Stock Portfolio
CFO4Life Group, LLC Performance:
2025 Q3: 2.23%YTD: 1.79%2024: 5.18%
Performance for 2025 Q3 is 2.23%, and YTD is 1.79%, and 2024 is 5.18%.
About CFO4Life Group, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CFO4Life Group, LLC reported an equity portfolio of $688 Millions as of 30 Sep, 2025.
The top stock holdings of CFO4Life Group, LLC are VB, BECO, IBCE. The fund has invested 12.9% of it's portfolio in VANGUARD INDEX FDS and 6.3% of portfolio in BLACKROCK ETF TRUST.
The fund managers got completely rid off CHUBB LIMITED (CB), QUALCOMM INC (QCOM) and AMEREN CORP (AEE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BOEING CO (BA) and BLOOM ENERGY CORP (BE). CFO4Life Group, LLC opened new stock positions in SOUTHSTATE BK CORP, UGI CORP NEW (UGI) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), FIDELITY WISE ORIGIN BITCOIN and TESLA INC (TSLA).
The top stock holdings of CFO4Life Group, LLC are VB, BECO, IBCE. The fund has invested 12.9% of it's portfolio in VANGUARD INDEX FDS and 6.3% of portfolio in BLACKROCK ETF TRUST.
The fund managers got completely rid off CHUBB LIMITED (CB), QUALCOMM INC (QCOM) and AMEREN CORP (AEE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BOEING CO (BA) and BLOOM ENERGY CORP (BE). CFO4Life Group, LLC opened new stock positions in SOUTHSTATE BK CORP, UGI CORP NEW (UGI) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), FIDELITY WISE ORIGIN BITCOIN and TESLA INC (TSLA).
CFO4Life Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CFO4Life Group, LLC made a return of 2.23% in the last quarter. In trailing 12 months, it's portfolio return was 2.93%.
New Buys
| Ticker | $ Bought |
|---|---|
| southstate bk corp | 542,267 |
| core scientific inc new | 520,924 |
| ugi corp new | 474,321 |
| lam research corp | 306,414 |
| oxford lane cap corp | 248,566 |
| united rentals inc | 229,118 |
| merck & co inc | 228,374 |
| ishares silver tr | 228,374 |
New stocks bought by CFO4Life Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| innovator etfs trust | 113 |
| fidelity wise origin bitcoin | 68.54 |
| tesla inc | 60.82 |
| genius group ltd | 50.00 |
| ishares bitcoin trust etf | 43.89 |
| berkshire hathaway inc del | 26.37 |
| vanguard tax-managed fds | 25.9 |
| tidal trust ii | 22.85 |
Additions to existing portfolio by CFO4Life Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -25.27 |
| boeing co | -20.04 |
| bloom energy corp | -17.13 |
| ishares tr | -12.96 |
| vistra corp | -9.69 |
| verizon communications inc | -7.89 |
| ishares tr | -7.09 |
| ishares tr | -6.68 |
CFO4Life Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| oxford lane cap corp | -308,322 |
| core scientific inc new | -206,123 |
| goldman sachs bdc inc | -132,104 |
| comcast corp new | -238,504 |
| ameren corp | -546,544 |
| southstate corporation | -498,733 |
| qualcomm inc | -706,903 |
| chubb limited | -833,153 |
CFO4Life Group, LLC got rid off the above stocks
Sector Distribution
CFO4Life Group, LLC has about 60.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 60.1 |
| Technology | 12.6 |
| Industrials | 6.3 |
| Consumer Defensive | 4.8 |
| Financial Services | 4.5 |
| Consumer Cyclical | 4.3 |
| Communication Services | 3.7 |
| Healthcare | 1.7 |
| Energy | 1.4 |
Market Cap. Distribution
CFO4Life Group, LLC has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 60.1 |
| MEGA-CAP | 25.5 |
| LARGE-CAP | 12 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 35.3% of the stocks held by CFO4Life Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 63.9 |
| S&P 500 | 35.3 |
CFO4Life Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CFO4Life Group, LLC
CFO4Life Group, LLC has 232 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CFO4Life Group, LLC last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.03 | 20,261 | 227,734 | added | 1.18 | ||
| AAPL | apple inc | 4.64 | 125,441 | 31,941,100 | added | 0.32 | ||
| AAXJ | ishares tr | 0.96 | 55,522 | 6,635,400 | reduced | -12.96 | ||
| AAXJ | ishares tr | 0.09 | 5,912 | 629,569 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 8,709 | 275,373 | added | 0.74 | ||
| AAXJ | ishares tr | 0.03 | 3,352 | 227,366 | added | 1.73 | ||
| ABBV | abbvie inc | 0.11 | 3,378 | 782,142 | added | 2.64 | ||
| ABC | cencora inc | 0.06 | 1,313 | 410,488 | added | 0.38 | ||
| ABT | abbott labs | 0.04 | 2,288 | 306,392 | reduced | -0.52 | ||
| ACRE | ares coml real estate corp | 0.01 | 17,000 | 76,670 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 0.05 | 7,079 | 328,602 | reduced | -1.98 | ||
| ACWF | ishares tr | 0.18 | 24,206 | 1,224,600 | added | 0.07 | ||
| ACWF | ishares tr | 0.10 | 14,018 | 654,772 | reduced | -7.09 | ||
| ACWF | ishares tr | 0.04 | 3,961 | 284,956 | unchanged | 0.00 | ||
| AEE | ameren corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.09 | 35,830 | 626,308 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.09 | 41,650 | 622,252 | added | 11.34 | ||
| AFK | vaneck etf trust | 0.07 | 4,685 | 464,368 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.52 | 80,097 | 3,557,890 | reduced | -2.55 | ||
| AGNC | agnc invt corp | 0.04 | 26,129 | 255,803 | reduced | -0.15 | ||