13F HOLDINGS REPORT

CFO4Life Group, LLC

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001765380-25-000315

Total Value

$639.5M

Positions

228

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (228)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	144,877	$82.3M	12.87%
2	BLACKROCK ETF TRUST	BLK	718,287	$39.1M	6.12%
3	ISHARES TR	46432F339	176,754	$32.3M	5.05%
4	UNITED PARCEL SERVICE INC	UPS	313,371	$31.6M	4.95%
5	ISHARES TR	46432F842	373,990	$31.2M	4.88%
6	APPLE INC	AAPL	125,035	$25.7M	4.01%
7	MICROSOFT CORP	MSFT	41,584	$20.7M	3.23%
8	WALMART INC	WMT	174,617	$17.1M	2.67%
9	ISHARES TR	46432F396	64,097	$15.4M	2.41%
10	J P MORGAN EXCHANGE TRADED F	46641Q647	308,920	$15.3M	2.40%
11	AMAZON COM INC	AMZN	59,748	$13.1M	2.05%
12	VICTORY PORTFOLIOS II	92647X830	350,388	$12.4M	1.94%
13	VANGUARD MALVERN FDS	922020748	157,305	$12.2M	1.91%
14	ISHARES TR	464287804	94,523	$10.3M	1.62%
15	VISA INC	V	27,938	$9.9M	1.55%
16	NEW YORK LIFE INVTS ACTIVE E	45409F827	411,040	$9.8M	1.53%
17	HOME DEPOT INC	HD	25,612	$9.4M	1.47%
18	J P MORGAN EXCHANGE TRADED F	46641Q332	159,564	$9.1M	1.42%
19	DARLING INGREDIENTS INC	DAR	224,295	$8.5M	1.33%
20	VANGUARD INDEX FDS	922908769	26,429	$8.0M	1.26%
21	ISHARES TR	46432F388	69,402	$7.9M	1.23%
22	ISHARES TR	464288661	63,790	$7.6M	1.19%
23	MASTERCARD INCORPORATED	MA	13,283	$7.5M	1.17%
24	NVIDIA CORPORATION	NVDA	45,103	$7.1M	1.11%
25	GOLDMAN SACHS ETF TR	NVGLF	58,662	$7.1M	1.11%
26	ISHARES TR	46432F834	82,856	$6.4M	1.00%
27	WASTE MGMT INC DEL	94106L109	26,689	$6.1M	0.95%
28	META PLATFORMS INC	META	7,759	$5.7M	0.90%
29	GOLDMAN SACHS ETF TR	NVGLF	141,903	$5.6M	0.88%
30	FIDELITY MERRIMACK STR TR	316188309	113,616	$5.2M	0.81%
31	J P MORGAN EXCHANGE TRADED F	46641Q654	101,230	$5.2M	0.81%
32	ALPHABET INC	GOOG	27,614	$4.9M	0.77%
33	ALPHABET INC	GOOG	27,525	$4.9M	0.76%
34	VANGUARD MALVERN FDS	922020755	52,431	$4.1M	0.64%
35	HARTFORD FDS EXCHANGE TRADED	41653L305	120,132	$4.1M	0.64%
36	FIRST TR EXCHNG TRADED FD VI	33740F805	82,195	$3.6M	0.56%
37	VANGUARD INTL EQUITY INDEX F	922042858	70,804	$3.5M	0.55%
38	CSX CORP	CSX	93,985	$3.1M	0.48%
39	EXXON MOBIL CORP	XOM	27,320	$2.9M	0.46%
40	BERKSHIRE HATHAWAY INC DEL	BRK-A	4	$2.9M	0.46%
41	BLACKROCK INC	BLK	2,770	$2.9M	0.45%
42	BROADCOM INC	AVGO	10,538	$2.9M	0.45%
43	PROCTER AND GAMBLE CO	742718109	17,638	$2.8M	0.44%
44	JPMORGAN CHASE & CO.	VYLD	9,592	$2.8M	0.43%
45	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,074	$2.5M	0.39%
46	SPDR S&P 500 ETF TR	SPY	3,772	$2.3M	0.36%
47	APPLOVIN CORP	APP	6,438	$2.3M	0.35%
48	T-MOBILE US INC	TMUSZ	8,612	$2.1M	0.32%
49	J P MORGAN EXCHANGE TRADED F	46641Q837	40,426	$2.0M	0.32%
50	PROSPERITY BANCSHARES INC	PB	29,094	$2.0M	0.32%
51	LENNOX INTL INC	526107107	3,431	$2.0M	0.31%
52	BLACKSTONE SECD LENDING FD	BX	62,903	$1.9M	0.30%
53	CISCO SYS INC	CSCO	27,713	$1.9M	0.30%
54	PEPSICO INC	PEP	13,337	$1.8M	0.28%
55	INVESCO QQQ TR	IVZ	3,151	$1.7M	0.27%
56	TEXAS INSTRS INC	882508104	8,065	$1.7M	0.26%
57	JOHNSON & JOHNSON	JNJ	10,676	$1.6M	0.25%
58	ISHARES TR	464287663	15,423	$1.5M	0.23%
59	ELI LILLY & CO	LLY	1,828	$1.4M	0.22%
60	TESLA INC	TSLA	4,341	$1.4M	0.22%
61	AMPLIFY ETF TR	032108409	31,022	$1.3M	0.21%
62	BOOKING HOLDINGS INC	BKNG	213	$1.2M	0.19%
63	ISHARES TR	46434V860	24,188	$1.2M	0.19%
64	ISHARES TR	46429B697	12,209	$1.1M	0.18%
65	VANGUARD TAX-MANAGED FDS	921943858	19,839	$1.1M	0.18%
66	COCA COLA CO	KO	15,729	$1.1M	0.17%
67	COSTCO WHSL CORP NEW	22160K105	1,110	$1.1M	0.17%
68	ISHARES TR	464287200	1,738	$1.1M	0.17%
69	PALANTIR TECHNOLOGIES INC	PLTR	7,908	$1.1M	0.17%
70	CONOCOPHILLIPS	COP	11,576	$1.0M	0.16%
71	AMERICAN EXPRESS CO	AXP	3,247	$1.0M	0.16%
72	DISNEY WALT CO	254687106	7,802	$967,503	0.15%
73	MPLX LP	MPLXP	18,704	$963,427	0.15%
74	PROGRESSIVE CORP	743315103	3,524	$940,487	0.15%
75	PIMCO ETF TR	72201R775	10,073	$928,529	0.15%
76	VANGUARD MUN BD FDS	922907746	18,789	$921,244	0.14%
77	EATON VANCE TAX MNGED BUY WR	ETN	60,570	$874,638	0.14%
78	KLA CORP	KLAC	974	$872,451	0.14%
79	ENTERPRISE PRODS PARTNERS L	293792107	27,919	$865,778	0.14%
80	UNION PAC CORP	UNP	3,708	$853,234	0.13%
81	CHUBB LIMITED	CB	2,876	$833,153	0.13%
82	EMCOR GROUP INC	EME	1,551	$829,740	0.13%
83	AT&T INC	T-PC	28,244	$817,370	0.13%
84	UBER TECHNOLOGIES INC	UBER	8,729	$814,416	0.13%
85	ISHARES TR	464287614	1,861	$790,240	0.12%
86	NORTHERN TR CORP	NTRSO	6,212	$787,628	0.12%
87	PHILIP MORRIS INTL INC	718172109	4,239	$772,088	0.12%
88	BANK AMERICA CORP	060505104	16,041	$759,049	0.12%
89	HARTFORD INSURANCE GROUP INC	HIG-PG	5,956	$755,579	0.12%
90	ORACLE CORP	ORCL-PD	3,441	$752,270	0.12%
91	THE CIGNA GROUP	125523100	2,254	$745,065	0.12%
92	UNITEDHEALTH GROUP INC	UNH	2,378	$741,939	0.12%
93	QUALCOMM INC	QCOM	4,439	$706,903	0.11%
94	ISHARES TR	46434V613	15,088	$697,496	0.11%
95	BLACKROCK ENHANCED LARGE CAP	BLK	32,557	$695,096	0.11%
96	NEW YORK LIFE INVTS ACTIVE E	45409F843	29,697	$692,231	0.11%
97	VANGUARD INDEX FDS	922908736	1,579	$692,093	0.11%
98	VEEVA SYS INC	VEEV	2,378	$684,816	0.11%
99	AMPHENOL CORP NEW	032095101	6,901	$681,474	0.11%
100	RESMED INC	RSMDF	2,640	$681,053	0.11%
101	EQT CORP	EQT	11,557	$673,988	0.11%
102	NOVARTIS AG	NVSEF	5,551	$671,777	0.11%
103	PINTEREST INC	PINS	18,389	$659,430	0.10%
104	LOCKHEED MARTIN CORP	LMT	1,403	$649,829	0.10%
105	PFIZER INC	PFE	26,041	$631,236	0.10%
106	WELLS FARGO CO NEW	949746101	7,877	$631,098	0.10%
107	CHEVRON CORP NEW	CVX	4,382	$627,399	0.10%
108	ISHARES TR	464287150	4,600	$621,184	0.10%
109	ISHARES TR	464288414	5,912	$617,686	0.10%
110	CITIGROUP INC	C-PR	7,225	$615,022	0.10%
111	ABBVIE INC	ABBV	3,291	$610,875	0.10%
112	ENBRIDGE INC	ENNPF	13,457	$609,864	0.10%
113	VANECK ETF TRUST	92189F411	37,407	$608,992	0.10%
114	VANECK ETF TRUST	92189F536	35,830	$605,169	0.09%
115	NETFLIX INC	NFLX	437	$585,200	0.09%
116	ALTRIA GROUP INC	MO	9,935	$582,513	0.09%
117	CARRIER GLOBAL CORPORATION	CARR	7,916	$579,384	0.09%
118	PAYCOM SOFTWARE INC	PAYC	2,394	$554,021	0.09%
119	AMEREN CORP	AEE	5,691	$546,544	0.09%
120	VERIZON COMMUNICATIONS INC	VZ	12,588	$544,680	0.09%
121	AMGEN INC	AMGN	1,926	$537,639	0.08%
122	SPDR GOLD TR	GLD	1,638	$499,312	0.08%
123	SOUTHSTATE CORPORATION	SSB	5,419	$498,733	0.08%
124	MCDONALDS CORP	MCD	1,635	$477,714	0.07%
125	BOEING CO	BA-PA	2,276	$476,901	0.07%
126	INVESCO EXCH TRADED FD TR II	IVZ	6,447	$469,449	0.07%
127	BAIN CAP SPECIALTY FIN INC	05684B107	30,908	$464,861	0.07%
128	REDDIT INC	RDDT	3,029	$456,077	0.07%
129	KINDER MORGAN INC DEL	EP-PC	15,287	$449,438	0.07%
130	VANECK ETF TRUST	92189F643	4,685	$439,442	0.07%
131	INVESCO EXCHANGE TRADED FD T	IVZ	6,152	$438,392	0.07%
132	GOLDMAN SACHS ETF TR	NVGLF	8,801	$438,377	0.07%
133	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,846	$418,094	0.07%
134	FS KKR CAP CORP	FSK	20,081	$416,675	0.07%
135	VANGUARD INTL EQUITY INDEX F	922042742	3,239	$416,306	0.07%
136	GILEAD SCIENCES INC	GILD	3,746	$415,366	0.06%
137	CENCORA INC	COR	1,308	$392,061	0.06%
138	TIDAL TR II	88634T493	17,594	$390,056	0.06%
139	GOLDMAN SACHS GROUP INC	GSCE	549	$388,387	0.06%
140	SCHWAB CHARLES CORP	SCHW-PJ	4,180	$381,368	0.06%
141	VISTRA CORP	VST	1,960	$379,846	0.06%
142	FEDEX CORP	FDX	1,639	$372,606	0.06%
143	PIMCO DYNAMIC INCOME FD	72201Y101	19,632	$372,419	0.06%
144	INTEL CORP	INTC	16,609	$372,034	0.06%
145	ISHARES TR	464289875	7,935	$365,327	0.06%
146	INTERNATIONAL BUSINESS MACHS	INTR	1,236	$364,369	0.06%
147	SERVICENOW INC	NOW	354	$363,940	0.06%
148	LOWES COS INC	548661107	1,640	$363,808	0.06%
149	ISHARES INC	46434G103	5,941	$356,627	0.06%
150	DUKE ENERGY CORP NEW	DUKB	2,997	$353,594	0.06%
151	INNOVATOR ETFS TRUST	INHD	10,856	$348,260	0.05%
152	INDEPENDENCE RLTY TR INC	45378A106	19,338	$342,097	0.05%
153	SCHWAB STRATEGIC TR	808524201	13,954	$341,042	0.05%
154	INVESCO EXCHANGE TRADED FD T	IVZ	1,856	$337,283	0.05%
155	GOLDMAN SACHS ETF TR	NVGLF	6,766	$337,082	0.05%
156	VANGUARD SPECIALIZED FUNDS	921908844	1,633	$334,182	0.05%
157	VANGUARD STAR FDS	921909768	4,758	$328,750	0.05%
158	ADVANCED MICRO DEVICES INC	AMD	2,292	$325,235	0.05%
159	BLUE OWL CAPITAL CORPORATION	OWL	22,444	$321,847	0.05%
160	GE AEROSPACE	369604301	1,240	$319,276	0.05%
161	GLOBAL X FDS	37954Y657	16,888	$318,005	0.05%
162	DBX ETF TR	233051200	7,222	$315,958	0.05%
163	ABBOTT LABS	ABLZF	2,300	$312,856	0.05%
164	LAMAR ADVERTISING CO NEW	LAMR	2,564	$311,137	0.05%
165	INTUIT	INTU	395	$311,114	0.05%
166	OXFORD LANE CAP CORP	OXLCZ	73,410	$308,322	0.05%
167	RTX CORPORATION	RTX	2,111	$308,308	0.05%
168	LINDE PLC	LIN	653	$306,375	0.05%
169	AMERICAN TOWER CORP NEW	03027X100	1,360	$300,583	0.05%
170	STARBUCKS CORP	SBUX	3,274	$300,015	0.05%
171	KITE RLTY GROUP TR	49803T300	13,220	$299,441	0.05%
172	DELL TECHNOLOGIES INC	DELL	2,439	$298,981	0.05%
173	ISHARES BITCOIN TRUST ETF	IBIT	4,821	$295,093	0.05%
174	FIDELITY WISE ORIGIN BITCOIN	FBTC	3,099	$291,275	0.05%
175	VANGUARD BD INDEX FDS	921937835	3,889	$286,350	0.04%
176	ISHARES TR	464287655	1,314	$283,595	0.04%
177	PHILLIPS 66	PSX	2,375	$283,311	0.04%
178	HOME BANCSHARES INC	HOMB	9,511	$270,683	0.04%
179	APPLIED MATLS INC	038222105	1,449	$265,268	0.04%
180	ISHARES TR	464288687	8,645	$265,215	0.04%
181	ENERGY TRANSFER L P	ET-PI	14,627	$265,192	0.04%
182	FIDELITY COVINGTON TRUST	316092782	4,118	$263,036	0.04%
183	REPUBLIC SVCS INC	760759100	1,052	$259,434	0.04%
184	ISHARES TR	46434V381	3,961	$258,454	0.04%
185	J P MORGAN EXCHANGE TRADED F	46654Q203	4,675	$254,309	0.04%
186	INVESCO EXCH TRADED FD TR II	IVZ	6,510	$253,339	0.04%
187	CINTAS CORP	CTAS	1,134	$252,735	0.04%
188	ISHARES TR	464287168	1,900	$252,339	0.04%
189	INTUITIVE SURGICAL INC	ISRG	462	$251,055	0.04%
190	FIRST TR EXCH TRADED FD III	33739P301	5,375	$251,013	0.04%
191	GAMESTOP CORP NEW	GME-WT	10,200	$248,778	0.04%
192	PIMCO CORPORATE & INCOME OPP	PTY	17,458	$242,841	0.04%
193	VANGUARD INDEX FDS	922908637	845	$241,079	0.04%
194	AGNC INVT CORP	00123Q104	26,167	$240,475	0.04%
195	MCKESSON CORP	MCK	328	$240,352	0.04%
196	SELECT SECTOR SPDR TR	81369Y803	944	$239,049	0.04%
197	COMCAST CORP NEW	CCZ	6,683	$238,504	0.04%
198	SCHWAB STRATEGIC TR	808524755	5,908	$236,419	0.04%
199	SOUTHERN CO	SOMN	2,551	$234,294	0.04%
200	ISHARES TR	464287689	659	$231,309	0.04%
201	MORGAN STANLEY	MS-PQ	1,630	$229,624	0.04%
202	CATERPILLAR INC	CAT	586	$227,491	0.04%
203	AMERICAN AIRLS GROUP INC	02376R102	20,025	$224,681	0.04%
204	VALERO ENERGY CORP	VLO	1,670	$224,471	0.04%
205	HONEYWELL INTL INC	438516106	962	$223,953	0.04%
206	GLOBAL X FDS	37954Y715	6,739	$220,036	0.03%
207	XAI OCTAGN FLT RAT & ALT INM	98400T106	38,800	$219,220	0.03%
208	BLACKROCK ENHANCED EQUITY DI	BLK	24,614	$218,817	0.03%
209	BLOOM ENERGY CORP	BE	9,100	$217,672	0.03%
210	LPL FINL HLDGS INC	50212V100	565	$211,858	0.03%
211	SALESFORCE INC	CRM	774	$211,062	0.03%
212	ISHARES TR	464288877	3,295	$209,167	0.03%
213	CORE SCIENTIFIC INC NEW	21874A114	19,015	$206,123	0.03%
214	ISHARES TR	464287606	2,250	$204,705	0.03%
215	SLR INVESTMENT CORP	SLRC	12,000	$193,680	0.03%
216	GOLUB CAP BDC INC	38173M102	12,451	$182,412	0.03%
217	EAGLE POINT CREDIT COMPANY I	ECCW	23,475	$179,819	0.03%
218	SACHEM CAP CORP	SCCG	118,940	$142,728	0.02%
219	LLOYDS BANKING GROUP PLC	LLOBF	31,519	$133,956	0.02%
220	GOLDMAN SACHS BDC INC	GSBD	11,743	$132,104	0.02%
221	TELEFONAKTIEBOLAGET LM ERICS	294821608	14,614	$123,927	0.02%
222	EATON VANCE TAX-MANAGED GLOB	ETN	13,908	$120,305	0.02%
223	CUSHMAN WAKEFIELD PLC	CWK	10,305	$114,076	0.02%
224	TRIPLEPOINT VENTURE GROWTH B	TPVG	13,610	$95,406	0.01%
225	ARES COML REAL ESTATE CORP	04013V108	17,000	$81,090	0.01%
226	BRIGHTSPIRE CAPITAL INC	BRSP	14,500	$73,225	0.01%
227	AMC ENTMT HLDGS INC	00165C302	10,649	$33,012	0.01%
228	GENIUS GROUP LTD	GNS	10,000	$13,600	0.00%