13F HOLDINGS REPORT
CFO4Life Group, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001765380-25-000154
Total Value
$594.1M
Positions
221
Other Managers
0
Confidential Omitted
No
Holdings (221)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 141,621 | $72.8M | 12.25% |
| 2 | UNITED PARCEL SERVICE INC | UPS | 315,636 | $34.7M | 5.84% |
| 3 | BLACKROCK ETF TRUST | BLK | 653,852 | $31.9M | 5.37% |
| 4 | ISHARES TR | 46432F339 | 175,299 | $30.0M | 5.04% |
| 5 | APPLE INC | AAPL | 127,867 | $28.4M | 4.78% |
| 6 | ISHARES TR | 46432F842 | 333,509 | $25.2M | 4.25% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 313,541 | $15.7M | 2.64% |
| 8 | MICROSOFT CORP | MSFT | 40,813 | $15.3M | 2.58% |
| 9 | WALMART INC | WMT | 171,804 | $15.1M | 2.54% |
| 10 | ISHARES TR | 46432F396 | 66,344 | $13.4M | 2.26% |
| 11 | AMAZON COM INC | AMZN | 59,479 | $11.3M | 1.90% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 196,176 | $11.2M | 1.89% |
| 13 | VANGUARD MALVERN FDS | 922020748 | 143,598 | $11.1M | 1.87% |
| 14 | VICTORY PORTFOLIOS II | 92647X830 | 323,494 | $11.1M | 1.87% |
| 15 | VISA INC | V | 28,488 | $10.0M | 1.68% |
| 16 | ISHARES TR | 464287804 | 94,804 | $9.9M | 1.67% |
| 17 | ISHARES TR | 464288661 | 75,699 | $8.9M | 1.51% |
| 18 | HOME DEPOT INC | HD | 22,804 | $8.4M | 1.41% |
| 19 | ISHARES TR | 46432F388 | 75,691 | $8.1M | 1.36% |
| 20 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 323,904 | $7.8M | 1.31% |
| 21 | DARLING INGREDIENTS INC | DAR | 243,479 | $7.6M | 1.28% |
| 22 | MASTERCARD INCORPORATED | MA | 13,325 | $7.3M | 1.23% |
| 23 | VANGUARD INDEX FDS | 922908769 | 26,379 | $7.3M | 1.22% |
| 24 | WASTE MGMT INC DEL | 94106L109 | 27,356 | $6.3M | 1.07% |
| 25 | GOLDMAN SACHS ETF TR | NVGLF | 56,685 | $6.2M | 1.05% |
| 26 | ISHARES TR | 46432F834 | 82,267 | $5.7M | 0.97% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 109,075 | $5.5M | 0.93% |
| 28 | FIDELITY MERRIMACK STR TR | 316188309 | 115,685 | $5.3M | 0.89% |
| 29 | GOLDMAN SACHS ETF TR | NVGLF | 140,304 | $5.0M | 0.84% |
| 30 | NVIDIA CORPORATION | NVDA | 41,233 | $4.5M | 0.75% |
| 31 | META PLATFORMS INC | META | 7,562 | $4.4M | 0.73% |
| 32 | ALPHABET INC | GOOG | 27,533 | $4.3M | 0.72% |
| 33 | ALPHABET INC | GOOG | 27,209 | $4.3M | 0.72% |
| 34 | VANGUARD MALVERN FDS | 922020755 | 53,483 | $4.1M | 0.70% |
| 35 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 122,252 | $4.1M | 0.70% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740F805 | 92,434 | $4.1M | 0.68% |
| 37 | VANGUARD INTL EQUITY INDEX F | 922042858 | 74,084 | $3.4M | 0.56% |
| 38 | EXXON MOBIL CORP | XOM | 27,739 | $3.3M | 0.56% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.2M | 0.54% |
| 40 | PROCTER AND GAMBLE CO | 742718109 | 18,320 | $3.1M | 0.53% |
| 41 | BLACKROCK INC | BLK | 3,050 | $2.9M | 0.49% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,369 | $2.9M | 0.48% |
| 43 | CSX CORP | CSX | 94,640 | $2.8M | 0.47% |
| 44 | JPMORGAN CHASE & CO. | VYLD | 9,985 | $2.4M | 0.41% |
| 45 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 46,823 | $2.4M | 0.40% |
| 46 | APPLOVIN CORP | APP | 8,838 | $2.3M | 0.39% |
| 47 | T-MOBILE US INC | TMUSZ | 8,665 | $2.3M | 0.39% |
| 48 | SPDR S&P 500 ETF TR | SPY | 3,774 | $2.1M | 0.36% |
| 49 | PROSPERITY BANCSHARES INC | PB | 29,041 | $2.1M | 0.35% |
| 50 | PEPSICO INC | PEP | 13,450 | $2.0M | 0.34% |
| 51 | BLACKSTONE SECD LENDING FD | BX | 62,215 | $2.0M | 0.34% |
| 52 | LENNOX INTL INC | 526107107 | 3,427 | $1.9M | 0.32% |
| 53 | CISCO SYS INC | CSCO | 28,338 | $1.7M | 0.29% |
| 54 | BROADCOM INC | AVGO | 10,346 | $1.7M | 0.29% |
| 55 | BOOKING HOLDINGS INC | BKNG | 361 | $1.7M | 0.28% |
| 56 | ELI LILLY & CO | LLY | 1,856 | $1.5M | 0.26% |
| 57 | JOHNSON & JOHNSON | JNJ | 9,154 | $1.5M | 0.26% |
| 58 | INVESCO QQQ TR | IVZ | 3,202 | $1.5M | 0.25% |
| 59 | ISHARES TR | 464287663 | 15,423 | $1.4M | 0.24% |
| 60 | TEXAS INSTRS INC | 882508104 | 7,643 | $1.4M | 0.23% |
| 61 | UNITEDHEALTH GROUP INC | UNH | 2,533 | $1.3M | 0.22% |
| 62 | CONOCOPHILLIPS | COP | 11,903 | $1.3M | 0.21% |
| 63 | ISHARES TR | 46434V613 | 27,016 | $1.2M | 0.21% |
| 64 | ISHARES TR | 46434V860 | 23,578 | $1.2M | 0.20% |
| 65 | AMPLIFY ETF TR | 032108409 | 29,109 | $1.2M | 0.20% |
| 66 | COCA COLA CO | KO | 16,172 | $1.2M | 0.19% |
| 67 | ISHARES TR | 46429B697 | 12,202 | $1.1M | 0.19% |
| 68 | INNOVATOR ETFS TRUST | INHD | 34,692 | $1.1M | 0.18% |
| 69 | TESLA INC | TSLA | 4,182 | $1.1M | 0.18% |
| 70 | MPLX LP | MPLXP | 19,200 | $1.0M | 0.17% |
| 71 | PROGRESSIVE CORP | 743315103 | 3,619 | $1.0M | 0.17% |
| 72 | COSTCO WHSL CORP NEW | 22160K105 | 1,079 | $1.0M | 0.17% |
| 73 | VANGUARD TAX-MANAGED FDS | 921943858 | 19,765 | $1.0M | 0.17% |
| 74 | ENTERPRISE PRODS PARTNERS L | 293792107 | 29,056 | $991,959 | 0.17% |
| 75 | AT&T INC | T-PC | 34,638 | $979,562 | 0.16% |
| 76 | ISHARES TR | 464287200 | 1,738 | $976,361 | 0.16% |
| 77 | PIMCO ETF TR | 72201R775 | 10,073 | $931,450 | 0.16% |
| 78 | VANGUARD MUN BD FDS | 922907746 | 18,755 | $930,634 | 0.16% |
| 79 | FISERV INC | FISV | 3,960 | $874,487 | 0.15% |
| 80 | CHUBB LIMITED | CB | 2,820 | $851,562 | 0.14% |
| 81 | AMERICAN EXPRESS CO | AXP | 3,149 | $847,167 | 0.14% |
| 82 | UNION PAC CORP | UNP | 3,573 | $843,974 | 0.14% |
| 83 | EATON VANCE TAX MNGED BUY WR | ETN | 59,314 | $809,635 | 0.14% |
| 84 | CHEVRON CORP NEW | CVX | 4,688 | $784,319 | 0.13% |
| 85 | HARTFORD INSURANCE GROUP INC | HIG-PG | 5,959 | $737,362 | 0.12% |
| 86 | DISNEY WALT CO | 254687106 | 7,385 | $728,881 | 0.12% |
| 87 | VANECK ETF TRUST | 92189F536 | 41,630 | $723,946 | 0.12% |
| 88 | NEW YORK LIFE INVTS ACTIVE E | 45409F843 | 29,421 | $695,219 | 0.12% |
| 89 | ABBVIE INC | ABBV | 3,311 | $693,721 | 0.12% |
| 90 | BANK AMERICA CORP | 060505104 | 16,464 | $687,023 | 0.12% |
| 91 | ISHARES TR | 464287614 | 1,860 | $671,738 | 0.11% |
| 92 | PHILIP MORRIS INTL INC | 718172109 | 4,227 | $671,007 | 0.11% |
| 93 | NOVARTIS AG | NVSEF | 5,989 | $667,700 | 0.11% |
| 94 | ENBRIDGE INC | ENNPF | 14,894 | $659,964 | 0.11% |
| 95 | LOCKHEED MARTIN CORP | LMT | 1,475 | $658,892 | 0.11% |
| 96 | WELLS FARGO CO NEW | 949746101 | 9,022 | $647,697 | 0.11% |
| 97 | EXPEDIA GROUP INC | EXPE | 3,845 | $646,306 | 0.11% |
| 98 | PFIZER INC | PFE | 25,334 | $641,976 | 0.11% |
| 99 | AMGEN INC | AMGN | 2,040 | $635,486 | 0.11% |
| 100 | ISHARES TR | 464288414 | 5,912 | $623,361 | 0.10% |
| 101 | QUALCOMM INC | QCOM | 4,049 | $621,980 | 0.10% |
| 102 | PALANTIR TECHNOLOGIES INC | PLTR | 7,262 | $612,896 | 0.10% |
| 103 | DOCUSIGN INC | DOCU | 7,513 | $611,558 | 0.10% |
| 104 | NORTHERN TR CORP | NTRSO | 6,103 | $602,065 | 0.10% |
| 105 | BLACKROCK ENHANCED LARGE CAP | BLK | 32,335 | $597,232 | 0.10% |
| 106 | ALTRIA GROUP INC | MO | 9,943 | $596,804 | 0.10% |
| 107 | EMCOR GROUP INC | EME | 1,606 | $593,647 | 0.10% |
| 108 | ISHARES TR | 464287150 | 4,854 | $592,237 | 0.10% |
| 109 | VANGUARD INDEX FDS | 922908736 | 1,579 | $585,406 | 0.10% |
| 110 | ISHARES TR | 464287655 | 2,907 | $579,917 | 0.10% |
| 111 | RESMED INC | RSMDF | 2,519 | $563,804 | 0.09% |
| 112 | FIDELITY NATIONAL FINANCIAL | FNF | 8,607 | $560,144 | 0.09% |
| 113 | BIOMARIN PHARMACEUTICAL INC | BMRN | 7,913 | $559,370 | 0.09% |
| 114 | AMEREN CORP | AEE | 5,567 | $558,927 | 0.09% |
| 115 | CITIGROUP INC | C-PR | 7,733 | $549,000 | 0.09% |
| 116 | PINTEREST INC | PINS | 17,321 | $536,951 | 0.09% |
| 117 | NETAPP INC | NTAP | 5,858 | $514,550 | 0.09% |
| 118 | CARRIER GLOBAL CORPORATION | CARR | 8,005 | $507,524 | 0.09% |
| 119 | MCDONALDS CORP | MCD | 1,624 | $507,221 | 0.09% |
| 120 | BAIN CAP SPECIALTY FIN INC | 05684B107 | 30,072 | $499,190 | 0.08% |
| 121 | VERIZON COMMUNICATIONS INC | VZ | 10,893 | $494,094 | 0.08% |
| 122 | SOUTHSTATE CORPORATION | SSB | 5,311 | $492,960 | 0.08% |
| 123 | INVESCO EXCH TRADED FD TR II | IVZ | 6,440 | $481,166 | 0.08% |
| 124 | REDDIT INC | RDDT | 4,446 | $466,385 | 0.08% |
| 125 | VANGUARD BD INDEX FDS | 921937835 | 6,289 | $461,930 | 0.08% |
| 126 | SPDR GOLD TR | GLD | 1,602 | $461,600 | 0.08% |
| 127 | INDEPENDENCE RLTY TR INC | 45378A106 | 21,000 | $445,820 | 0.08% |
| 128 | KINDER MORGAN INC DEL | EP-PC | 15,147 | $432,144 | 0.07% |
| 129 | ISHARES TR | 464287226 | 4,279 | $423,279 | 0.07% |
| 130 | GILEAD SCIENCES INC | GILD | 3,716 | $416,352 | 0.07% |
| 131 | VANECK ETF TRUST | 92189F643 | 4,685 | $412,313 | 0.07% |
| 132 | FS KKR CAP CORP | FSK | 19,503 | $408,595 | 0.07% |
| 133 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,152 | $408,124 | 0.07% |
| 134 | FEDEX CORP | FDX | 1,665 | $405,793 | 0.07% |
| 135 | DUKE ENERGY CORP NEW | DUKB | 3,315 | $404,365 | 0.07% |
| 136 | NETFLIX INC | NFLX | 432 | $402,853 | 0.07% |
| 137 | GOLDMAN SACHS ETF TR | NVGLF | 8,771 | $391,180 | 0.07% |
| 138 | STARBUCKS CORP | SBUX | 3,711 | $364,058 | 0.06% |
| 139 | CENCORA INC | COR | 1,306 | $363,072 | 0.06% |
| 140 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 18,332 | $362,974 | 0.06% |
| 141 | ORACLE CORP | ORCL-PD | 2,571 | $359,429 | 0.06% |
| 142 | INTEL CORP | INTC | 15,536 | $352,820 | 0.06% |
| 143 | ISHARES TR | 464289875 | 7,935 | $348,188 | 0.06% |
| 144 | OXFORD LANE CAP CORP | OXLCZ | 73,410 | $346,495 | 0.06% |
| 145 | SCHWAB CHARLES CORP | SCHW-PJ | 4,396 | $344,143 | 0.06% |
| 146 | LAMAR ADVERTISING CO NEW | LAMR | 2,979 | $338,900 | 0.06% |
| 147 | INNOVATOR ETFS TRUST | INHD | 13,240 | $334,983 | 0.06% |
| 148 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,851 | $330,581 | 0.06% |
| 149 | BLUE OWL CAPITAL CORPORATION | OWL | 22,336 | $327,448 | 0.06% |
| 150 | GLOBAL X FDS | 37954Y657 | 16,888 | $321,551 | 0.05% |
| 151 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,848 | $320,214 | 0.05% |
| 152 | ISHARES INC | 46434G103 | 5,905 | $318,708 | 0.05% |
| 153 | DBX ETF TR | 233051200 | 7,117 | $308,151 | 0.05% |
| 154 | SCHWAB STRATEGIC TR | 808524201 | 13,946 | $307,923 | 0.05% |
| 155 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,584 | $307,238 | 0.05% |
| 156 | PHILLIPS 66 | PSX | 2,462 | $304,066 | 0.05% |
| 157 | LINDE PLC | LIN | 651 | $303,132 | 0.05% |
| 158 | FIRST TR EXCH TRADED FD III | 33739P301 | 6,221 | $297,396 | 0.05% |
| 159 | VANGUARD STAR FDS | 921909768 | 4,734 | $293,956 | 0.05% |
| 160 | KITE RLTY GROUP TR | 49803T300 | 13,097 | $292,980 | 0.05% |
| 161 | ABBOTT LABS | ABLZF | 2,207 | $292,760 | 0.05% |
| 162 | AMERICAN TOWER CORP NEW | 03027X100 | 1,342 | $292,113 | 0.05% |
| 163 | COMCAST CORP NEW | CCZ | 7,862 | $290,103 | 0.05% |
| 164 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,672 | $284,936 | 0.05% |
| 165 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,711 | $284,021 | 0.05% |
| 166 | RTX CORPORATION | RTX | 2,142 | $283,766 | 0.05% |
| 167 | ENERGY TRANSFER L P | ET-PI | 14,620 | $271,786 | 0.05% |
| 168 | HOME BANCSHARES INC | HOMB | 9,541 | $269,724 | 0.05% |
| 169 | GE AEROSPACE | 369604301 | 1,326 | $265,477 | 0.04% |
| 170 | ISHARES TR | 464287689 | 824 | $261,735 | 0.04% |
| 171 | ISHARES TR | 464287168 | 1,900 | $255,151 | 0.04% |
| 172 | FIDELITY COVINGTON TRUST | 316092782 | 4,268 | $254,350 | 0.04% |
| 173 | AGNC INVT CORP | 00123Q104 | 26,511 | $253,975 | 0.04% |
| 174 | PIMCO CORPORATE & INCOME OPP | PTY | 17,458 | $252,443 | 0.04% |
| 175 | MERCK & CO INC | MRK | 2,797 | $251,059 | 0.04% |
| 176 | REPUBLIC SVCS INC | 760759100 | 1,036 | $250,878 | 0.04% |
| 177 | VANECK ETF TRUST | 92189F411 | 14,712 | $246,569 | 0.04% |
| 178 | GOLDMAN SACHS GROUP INC | GSCE | 450 | $245,820 | 0.04% |
| 179 | ISHARES TR | 464287606 | 2,950 | $245,676 | 0.04% |
| 180 | SELECT SECTOR SPDR TR | 81369Y803 | 1,175 | $242,614 | 0.04% |
| 181 | BOEING CO | BA-PA | 1,418 | $241,848 | 0.04% |
| 182 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,622 | $239,333 | 0.04% |
| 183 | SALESFORCE INC | CRM | 866 | $232,400 | 0.04% |
| 184 | XAI OCTAGN FLT RAT & ALT INM | 98400T106 | 38,800 | $229,308 | 0.04% |
| 185 | INTUIT | INTU | 373 | $229,018 | 0.04% |
| 186 | ISHARES TR | 46434V381 | 3,961 | $227,994 | 0.04% |
| 187 | MCKESSON CORP | MCK | 336 | $226,125 | 0.04% |
| 188 | ISHARES BITCOIN TRUST ETF | IBIT | 4,805 | $224,918 | 0.04% |
| 189 | VISTRA CORP | VST | 1,913 | $224,621 | 0.04% |
| 190 | AIR PRODS & CHEMS INC | AIIR | 749 | $220,802 | 0.04% |
| 191 | SOUTHERN CO | SOMN | 2,392 | $219,980 | 0.04% |
| 192 | GOLDMAN SACHS ETF TR | NVGLF | 4,695 | $218,834 | 0.04% |
| 193 | MEDTRONIC PLC | MDT | 2,430 | $218,338 | 0.04% |
| 194 | VANGUARD INDEX FDS | 922908637 | 845 | $217,190 | 0.04% |
| 195 | INVESCO EXCH TRADED FD TR II | IVZ | 6,451 | $215,958 | 0.04% |
| 196 | INTUITIVE SURGICAL INC | ISRG | 436 | $215,938 | 0.04% |
| 197 | CINTAS CORP | CTAS | 1,044 | $214,573 | 0.04% |
| 198 | THERMO FISHER SCIENTIFIC INC | TMO | 429 | $213,470 | 0.04% |
| 199 | SCHWAB STRATEGIC TR | 808524755 | 5,876 | $212,370 | 0.04% |
| 200 | VALERO ENERGY CORP | VLO | 1,580 | $208,660 | 0.04% |
| 201 | BLACKROCK ENHANCED EQUITY DI | BLK | 24,086 | $207,140 | 0.03% |
| 202 | DANAHER CORPORATION | 235851102 | 1,009 | $206,848 | 0.03% |
| 203 | KLA CORP | KLAC | 300 | $203,940 | 0.03% |
| 204 | PLAINS GP HLDGS L P | PAGP | 9,517 | $203,276 | 0.03% |
| 205 | SLR INVESTMENT CORP | SLRC | 12,000 | $202,320 | 0.03% |
| 206 | INTERNATIONAL BUSINESS MACHS | INTR | 811 | $201,681 | 0.03% |
| 207 | EAGLE POINT CREDIT COMPANY I | ECCW | 23,475 | $190,148 | 0.03% |
| 208 | AMERICAN AIRLS GROUP INC | 02376R102 | 17,720 | $186,946 | 0.03% |
| 209 | GOLUB CAP BDC INC | 38173M102 | 12,176 | $184,345 | 0.03% |
| 210 | SACHEM CAP CORP | SCCG | 118,940 | $137,970 | 0.02% |
| 211 | GOLDMAN SACHS BDC INC | GSBD | 11,445 | $133,100 | 0.02% |
| 212 | EATON VANCE TAX-MANAGED GLOB | ETN | 13,581 | $112,043 | 0.02% |
| 213 | CUSHMAN WAKEFIELD PLC | CWK | 10,305 | $105,317 | 0.02% |
| 214 | LLOYDS BANKING GROUP PLC | LLOBF | 26,356 | $100,679 | 0.02% |
| 215 | TRIPLEPOINT VENTURE GROWTH B | TPVG | 13,610 | $94,998 | 0.02% |
| 216 | MEDICAL PPTYS TRUST INC | 58463J304 | 14,503 | $87,453 | 0.01% |
| 217 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 10,432 | $80,952 | 0.01% |
| 218 | BRIGHTSPIRE CAPITAL INC | BRSP | 14,500 | $80,620 | 0.01% |
| 219 | ARES COML REAL ESTATE CORP | 04013V108 | 17,000 | $78,710 | 0.01% |
| 220 | CORE SCIENTIFIC INC NEW | 21874A114 | 19,015 | $57,615 | 0.01% |
| 221 | LUCID GROUP INC | LCID | 12,954 | $31,349 | 0.01% |