Cfo4life Group, LLC Top Holdings and 13F Report (2024) → A new way to collect income from stocks (From DTI) (Ad) About Cfo4life Group, LLCInvestment ActivityCfo4life Group, LLC has $551.02 million in total holdings as of March 31, 2024.Cfo4life Group, LLC owns shares of 200 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 6.59% of the portfolio was sold this quarter.This quarter, Cfo4life Group, LLC has purchased 183 new stocks and bought additional shares in 82 stocks.Cfo4life Group, LLC sold shares of 72 stocks and completely divested from 10 stocks this quarter.Largest Holdings United Parcel Service $47,888,306Vanguard S&P 500 ETF $41,957,829JPMorgan Equity Premium Income ETF $32,894,413iShares MSCI USA Quality Factor ETF $29,215,566iShares MSCI USA Value Factor ETF $28,290,577 Largest New Holdings this Quarter T-Mobile US $931,871 HoldingQUALCOMM $793,383 HoldingThe Hartford Financial Services Group $769,474 HoldingThe Cigna Group $734,558 HoldingAPPLOVIN CORP $696,215 Holding Largest Purchases this Quarter Vanguard FTSE Emerging Markets ETF 291,267 shares (about $12.17M)JPMorgan Municipal ETF 49,084 shares (about $2.49M)JPMorgan Ultra-Short Municipal ETF 46,969 shares (about $2.38M)Walmart 37,355 shares (about $2.25M)JPMorgan Equity Premium Income ETF 35,683 shares (about $2.06M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 189,637 shares (about $9.79M)Fidelity Total Bond ETF 118,067 shares (about $5.35M)PIMCO ETF TR 49,056 shares (about $4.51M)First Trust TCW Unconstrained Plus Bond ETF 57,197 shares (about $1.41M)IQ MacKay Municipal Insured ETF 39,198 shares (about $952.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfo4life Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUPSUnited Parcel Service$47,888,306$791,901 ▲1.7%322,1988.7%TransportationVOOVanguard S&P 500 ETF$41,957,829$943,613 ▲2.3%87,2857.6%ETFJEPIJPMorgan Equity Premium Income ETF$32,894,413$2,064,620 ▲6.7%568,5176.0%ETFQUALiShares MSCI USA Quality Factor ETF$29,215,566$856,922 ▲3.0%177,7645.3%ETFVLUEiShares MSCI USA Value Factor ETF$28,290,577$1,381,061 ▲5.1%261,2005.1%ETFVWOVanguard FTSE Emerging Markets ETF$26,674,003$12,166,230 ▲83.9%638,5924.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$23,272,626$308,191 ▲1.3%124,2204.2%ETFAAPLApple$22,572,970$571,029 ▼-2.5%131,6364.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$18,599,005$1,223,303 ▲7.0%160,5993.4%ETFDARDarling Ingredients$16,931,314$3,907 ▼0.0%364,0363.1%Consumer StaplesMSFTMicrosoft$16,669,440$316,383 ▼-1.9%39,6213.0%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$11,746,702$2,383,204 ▲25.5%231,5082.1%ETFJMUBJPMorgan Municipal ETF$11,536,551$2,490,522 ▲27.5%227,3662.1%ETFIJRiShares Core S&P Small-Cap ETF$10,485,044$589,404 ▲6.0%94,8701.9%ETFAMZNAmazon.com$10,095,509$9,921 ▼-0.1%55,9681.8%Retail/WholesaleHDHome Depot$8,954,458$16,111 ▼-0.2%23,3431.6%Retail/WholesaleFIXDFirst Trust TCW Opportunistic Fixed Income ETF$8,340,600$807,124 ▼-8.8%191,2981.5%ManufacturingVVisa$8,149,966$276,289 ▼-3.3%29,2031.5%Business ServicesVTIVanguard Total Stock Market ETF$6,879,126$4,158 ▲0.1%26,4681.2%ETFMAMastercard$6,313,417$61,641 ▼-1.0%13,1101.1%Business ServicesIUSBiShares Core Total USD Bond Market ETF$6,140,884$177,254 ▲3.0%134,6981.1%ManufacturingWMWaste Management$6,075,976$164,337 ▼-2.6%28,5061.1%Business ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$5,764,454$140,738 ▲2.5%55,5401.0%ETFIXUSiShares Core MSCI Total International Stock ETF$4,701,066$158,317 ▲3.5%69,2760.9%ManufacturingGOOGAlphabet$4,229,694$63,037 ▼-1.5%27,7790.8%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$4,049,929$161,266 ▲4.1%118,1080.7%ETFGOOGLAlphabet$3,976,553$158,627 ▼-3.8%26,3470.7%Computer and TechnologyCSXCSX$3,520,316$111,247 ▼-3.1%94,9640.6%TransportationMETAMeta Platforms$3,480,850$41,762 ▼-1.2%7,1680.6%Computer and TechnologyWMTWalmart$3,445,622$2,247,642 ▲187.6%57,2650.6%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$3,325,953$161,692 ▼-4.6%65,9260.6%ETFBXSLBlackstone Secured Lending Fund$3,061,290$209,421 ▼-6.4%98,2760.6%FinancePGProcter & Gamble$2,955,820$65,710 ▼-2.2%18,2180.5%Consumer StaplesNVDANVIDIA$2,799,884$50,595 ▲1.8%3,0990.5%Computer and TechnologyBLKBlackRock$2,716,797$20,841 ▼-0.8%3,2590.5%FinanceXOMExxon Mobil$2,660,718$92,991 ▼-3.4%22,8900.5%Oils/EnergyPEPPepsiCo$2,539,825$63,356 ▼-2.4%14,5120.5%Consumer StaplesBNDVanguard Total Bond Market ETF$2,453,133$44,812 ▲1.9%33,7760.4%ETFSPYSPDR S&P 500 ETF Trust$2,047,795$1,031,482 ▲101.5%3,9150.4%FinanceJPMJPMorgan Chase & Co.$2,011,191$184,675 ▲10.1%10,0410.4%FinancePBProsperity Bancshares$1,985,199$2,631 ▲0.1%30,1790.4%FinanceBRK.BBerkshire Hathaway$1,860,380$96,720 ▲5.5%4,4240.3%FinanceLIILennox International$1,669,800$8,310 ▲0.5%3,4160.3%ConstructionAVGOBroadcom$1,624,150$80,876 ▲5.2%1,2250.3%Computer and TechnologyJNJJohnson & Johnson$1,605,578$15,186 ▲1.0%10,1500.3%MedicalCOPConocoPhillips$1,582,317$75,985 ▲5.0%12,4320.3%Oils/EnergyQQQInvesco QQQ$1,495,209$58,601 ▼-3.8%3,3680.3%FinanceCSCOCisco Systems$1,426,875$61,788 ▼-4.2%28,5890.3%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$1,394,856$17,003 ▼-1.2%15,4230.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,371,330$729,212 ▲113.6%27,3340.2%ETFBKNGBooking$1,361,871$43,580 ▼-3.1%3750.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$1,271,816$9,785,109 ▼-88.5%24,6480.2%ETFPIMCO ETF TR$1,265,739$4,506,284 ▼-78.1%13,7790.2%ACTIVE BD ETFCVXChevron$1,265,054$6,152 ▲0.5%8,0200.2%Oils/EnergyFBNDFidelity Total Bond ETF$1,243,306$5,349,614 ▼-81.1%27,4400.2%ETFPSXPhillips 66$1,220,093$182,279 ▼-13.0%7,4700.2%Oils/EnergyUNHUnitedHealth Group$1,200,335$687,249 ▼-36.4%2,4260.2%MedicalAMATApplied Materials$1,151,017$222,119 ▼-16.2%5,5810.2%Computer and TechnologyTXNTexas Instruments$1,114,897$76,823 ▲7.4%6,4000.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,107,186$50,315 ▼-4.3%13,2470.2%ETFLRCXLam Research$1,057,514$196,340 ▼-15.7%1,0880.2%Computer and TechnologyCRMSalesforce$1,033,047$53,911 ▼-5.0%3,4300.2%Computer and TechnologyDELLDell Technologies$1,014,629$2,624 ▼-0.3%8,8920.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$982,314$111,878 ▼-10.2%19,4130.2%ETFPHParker-Hannifin$959,128$76,130 ▼-7.4%1,7260.2%Industrial ProductsKOCoca-Cola$948,367$10,645 ▲1.1%15,5010.2%Consumer StaplesTMUST-Mobile US$931,871$931,871 ▲New Holding5,7090.2%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$916,365$13,997 ▲1.6%23,5690.2%ETFEPDEnterprise Products Partners$894,132$3,647 ▲0.4%30,6420.2%Oils/EnergyIRIngersoll Rand$887,403$72,922 ▼-7.6%9,3460.2%Industrial ProductsGWWW.W. Grainger$880,505$95,574 ▼-9.8%8660.2%Industrial ProductsIWMiShares Russell 2000 ETF$876,741$898,612 ▼-50.6%4,1690.2%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$838,423$1,407,056 ▼-62.7%34,0820.2%ETFUNPUnion Pacific$827,6780.0%3,3660.2%TransportationMCDMcDonald's$819,514$292,059 ▲55.4%2,9070.1%Retail/WholesaleFIFiserv$811,406$56,257 ▼-6.5%5,0770.1%Business ServicesCBChubb$795,812$64,007 ▼-7.4%3,0710.1%FinanceQCOMQUALCOMM$793,383$793,383 ▲New Holding4,6860.1%Computer and TechnologyMPLXMplx$789,6400.0%19,0000.1%Oils/EnergyMMINIQ MacKay Municipal Insured ETF$776,077$952,521 ▼-55.1%31,9370.1%ETFHIGThe Hartford Financial Services Group$769,474$769,474 ▲New Holding7,4670.1%FinanceLMTLockheed Martin$761,419$11,371 ▼-1.5%1,6740.1%AerospaceHUBBHubbell$756,911$6,225 ▼-0.8%1,8240.1%Industrial ProductsPCARPACCAR$753,375$50,919 ▼-6.3%6,0810.1%Auto/Tires/TrucksMLNVanEck Long Muni ETF$749,756$105,358 ▼-12.3%41,6300.1%ETFPFFDGlobal X U.S. Preferred ETF$747,8390.0%37,0950.1%ETFETBEaton Vance Tax-Managed Buy-Write Income Fund$747,412$9,214 ▼-1.2%54,7550.1%Financial ServicesVRTXVertex Pharmaceuticals$741,550$42,637 ▼-5.4%1,7740.1%MedicalCIThe Cigna Group$734,558$734,558 ▲New Holding2,0230.1%MedicalTXTTextron$729,073$62,259 ▼-7.9%7,6000.1%AerospaceLLYEli Lilly and Company$715,723$38,898 ▼-5.2%9200.1%MedicalPFEPfizer$713,255$27,334 ▲4.0%25,7030.1%MedicalCOSTCostco Wholesale$706,259$17,583 ▲2.6%9640.1%Retail/WholesaleAPPLOVIN CORP$696,215$696,215 ▲New Holding10,0580.1%COM CL AHOMBHome Bancshares, Inc. (Conway, AR)$696,093$565 ▼-0.1%28,3310.1%FinanceTSLATesla$690,152$5,977 ▼-0.9%3,9260.1%Auto/Tires/TrucksINTCIntel$668,438$37,059 ▼-5.3%15,1330.1%Computer and TechnologyMUBiShares National Muni Bond ETF$636,131$113,948 ▼-15.2%5,9120.1%ETFELVElevance Health$624,706$8,813 ▼-1.4%1,2050.1%MedicalNVSNovartis$619,692$58,912 ▼-8.7%6,4060.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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