Cfo4 Life Group, LLC Purchases and Sells in Q2 2025

Cfo4 Life Group, LLC

$604 Million
Q2 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.26K + 2.3%	$456.74 - $568.03 $1.49M - $1.85M	145K $82.3M
DYNF	64.4K + 9.85%	$43.53 - $54.46 $2.8M - $3.51M	718K $39.1M
IEFA	40.5K + 12.14%	$67.83 - $84.09 $2.75M - $3.4M	374K $31.2M
MSFT	771 + 1.89%	$354.56 - $497.45 $273K - $384K	41.6K $20.7M
NVDA	3.87K + 9.39%	$94.31 - $157.99 $365K - $611K	45.1K $7.13M
QUAL	1.46K + 0.83%	$152.42 - $182.82 $222K - $266K	177K $32.3M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	8.73K New	$64.62 - $93.3 $564K - $814K	8.73K $814K
CI	2.25K New	$301.89 - $340.04 $680K - $766K	2.25K $745K
VEEV	2.38K New	$209.39 - $289.94 $498K - $689K	2.38K $684K
APH	6.9K New	$59.09 - $98.75 $408K - $681K	6.9K $681K
EQT	11.6K New	$46.11 - $60.44 $533K - $699K	11.6K $674K
PAYC	2.39K New	$193.07 - $265.71 $462K - $636K	2.39K $553K

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-2.27K - 0.72%	$91.92 - $110.2 $208K - $250K	313K $31.6M
AAPL	-2.83K - 2.21%	$172.42 - $223.89 $488K - $634K	125K $25.7M
JEPI	-36.6K - 18.66%	$51.14 - $57.0 $1.87M - $2.09M	160K $9.07M
IEI	-11.9K - 15.73%	$116.93 - $119.39 $1.39M - $1.42M	63.8K $7.6M
BALT	-23.8K - 68.71%	$30.33 - $32.1 $723K - $765K	10.9K $348K
UNH	-155 - 6.12%	$274.35 - $599.47 $42.5K - $92.9K	2.38K $741K

Activity Summary All Purchases 124 New Holdings 24 Increased Positions 100 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfo4 Life Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfo4 Life Group, LLC with notifications on news.