Latest CFO4Life Group, LLC Stock Portfolio

CFO4Life Group, LLC Performance:

2025 Q1: -2.9%YTD: -2.9%2024: 5.35%

Performance for 2025 Q1 is -2.9%, and YTD is -2.9%, and 2024 is 5.35%.

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 $594.1 Millions as of 31 Mar, 2025.

The top stock holdings of CFO4Life Group, LLC are VB, UPS, BECO. The fund has invested 12.2% of it's portfolio in VANGUARD INDEX FDS and 5.8% of portfolio in UNITED PARCEL SERVICE INC.

The fund managers got completely rid off PARKER-HANNIFIN CORP (PH), APPLIED MATLS INC (AMAT) and NEXTERA ENERGY INC (NEE) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AAXJ). CFO4Life Group, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), VICTORY PORTFOLIOS II (MDCP) and NEW YORK LIFE INVTS ACTIVE E (ESGB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), BLACKROCK ETF TRUST (BECO) and GOLDMAN SACHS ETF TR (GBUY).

CFO4Life Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CFO4Life Group, LLC made a return of -2.9% in the last quarter. In trailing 12 months, it's portfolio return was 0.52%.

New Buys

Ticker	$ Bought
vanguard malvern fds	11,118,800
victory portfolios ii	11,089,400
new york life invts active e	7,763,980
berkshire hathaway inc del	3,193,770
innovator etfs trust	1,088,640
expedia group inc	646,306
fidelity national financial	560,144
biomarin pharmaceutical inc	559,370

New stocks bought by CFO4Life Group, LLC

Additions

Ticker	% Inc.
ishares tr	3,514
blackrock etf trust	3,254
goldman sachs etf tr	85.28
eli lilly & co	78.46
vanguard index fds	62.6
blue owl capital corporation	60.85
j p morgan exchange traded f	27.55
ishares bitcoin trust etf	26.81

Additions to existing portfolio by CFO4Life Group, LLC

Reductions

Ticker	% Reduced
ishares tr	-71.7
j p morgan exchange traded f	-66.07
j p morgan exchange traded f	-54.97
global x fds	-54.47
ishares tr	-53.14
ishares tr	-46.32
bank america corp	-46.04
j p morgan exchange traded f	-36.95

CFO4Life Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
xenia hotels & resorts inc	-196,373
natwest group plc	-111,168
nextera energy inc	-694,193
first tr exchng traded fd vi	-235,854
bloom energy corp	-202,111
independent bank group inc	-528,121
gamestop corp new	-203,710
applied matls inc	-890,122

CFO4Life Group, LLC got rid off the above stocks

Sector Distribution

CFO4Life Group, LLC has about 59.6% of it's holdings in Others sector.

Sector	%
Others	59.6
Technology	10
Industrials	8.5
Financial Services	5.3
Consumer Defensive	5.3
Consumer Cyclical	4
Communication Services	3.1
Healthcare	1.8
Energy	1.6

Market Cap. Distribution

CFO4Life Group, LLC has about 37.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.5
MEGA-CAP	23.5
LARGE-CAP	14.2
MID-CAP	2.1

Stocks belong to which Index?

About 35.9% of the stocks held by CFO4Life Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.5
S&P 500	35.9

Top 5 Winners (%)		%
MPW	medical pptys trust inc	51.3 %
PM	philip morris intl inc	31.2 %
T	at&t inc	22.0 %
GILD	gilead sciences inc	20.6 %
TMUS	t-mobile us inc	20.6 %

Top 5 Winners ($)		$
V	visa inc	1.0 M
WM	waste mgmt inc del	0.8 M
TMUS	t-mobile us inc	0.4 M
XOM	exxon mobil corp	0.3 M
MA	mastercard incorporated	0.3 M

Top 5 Losers (%)		%
AAL	american airls group inc	-39.3 %
TSLA	tesla inc	-35.8 %
AVGO	broadcom inc	-27.7 %
NTAP	netapp inc	-23.5 %
VST	vistra corp	-22.0 %

Top 5 Losers ($)		$
UPS	united parcel service inc	-5.1 M
AAPL	apple inc	-3.6 M
MSFT	microsoft corp	-1.9 M
AMZN	amazon com inc	-1.7 M
NVDA	nvidia corporation	-1.0 M

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 220 stocks in it's portfolio. About 47.5% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. V was the most profitable stock for CFO4Life Group, LLC last quarter.

Last Reported on: 30 Apr, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	12.25	141,621	72,780,300	added	62.6
Historical Trend of VANGUARD INDEX FDS Position Held By CFO4Life Group, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	UPS	united parcel service inc	5.84	315,636	34,716,800	reduced	-0.21

	BECO	blackrock etf trust	5.37	653,852	31,881,800	added	3,254

	IBCE	ishares tr	5.04	175,299	29,956,900	reduced	-1.48

	AAPL	apple inc	4.78	127,867	28,403,000	added	0.01

	IBCE	ishares tr	4.25	333,509	25,229,900	added	3,514

	BBAX	j p morgan exchange traded f	2.64	313,541	15,677,100	added	27.55

	MSFT	microsoft corp	2.58	40,813	15,320,900	added	0.26

	WMT	walmart inc	2.54	171,804	15,082,700	reduced	-3.35

	IBCE	ishares tr	2.26	66,344	13,410,200	reduced	-46.32

	AMZN	amazon com inc	1.91	59,479	11,316,500	added	2.41

	BBAX	j p morgan exchange traded f	1.89	196,176	11,209,500	reduced	-66.07

	VTIP	vanguard malvern fds	1.87	143,598	11,118,800	new

	MDCP	victory portfolios ii	1.87	323,494	11,089,400	new

	V	visa inc	1.68	28,488	9,983,760	reduced	-1.04

	IJR	ishares tr	1.67	94,804	9,913,660	added	0.72

	AAXJ	ishares tr	1.50	75,699	8,942,690	reduced	-53.14

	HD	home depot inc	1.41	22,804	8,357,390	reduced	-1.18

	IBCE	ishares tr	1.36	75,691	8,072,470	reduced	-71.7

	ESGB	new york life invts active e	1.31	323,904	7,763,980	new