Cfo4 Life Group, LLC Purchases in Q1 2025

Cfo4 Life Group, LLC

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
634K
+ 3254.29%
$48.06 - $53.73 $30.5M - $34.1M
654K $31.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54.5K
+ 62.6%
$507.05 - $563.67 $27.6M - $30.7M
142K $72.8M
IEFA
Ishares Tr

ETFs
324K
+ 3514.1%
$69.57 - $78.65 $22.6M - $25.5M
334K $25.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
324K
New
$23.87 - $24.35 $7.73M - $7.89M
324K $7.76M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
67.7K
+ 27.55%
$49.69 - $50.76 $3.37M - $3.44M
314K $15.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
BALT
Innovator Etfs Tr
34.7K
New
$31.31 - $31.89 $1.09M - $1.11M
34.7K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
733
+ 15.81%
$442.66 - $534.52 $324K - $392K
5.37K $2.86M
LLY
Eli Lilly & CO

Healthcare
816
+ 78.46%
$725.72 - $929.72 $592K - $759K
1.86K $1.53M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.85K
New
$157.11 - $206.52 $604K - $794K
3.85K $646K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.91K
New
$61.25 - $72.83 $485K - $576K
7.91K $559K
AEE
Ameren Corp

Utilities
5.57K
New
$86.87 - $103.67 $484K - $577K
5.57K $558K
PINS
Pinterest, Inc.

Communication Services
17.3K
New
$29.79 - $40.0 $516K - $693K
17.3K $536K
XOM
Exxon Mobil Corp

Energy
1.79K
+ 6.91%
$105.44 - $118.93 $189K - $213K
27.7K $3.3M
SSB
South State Corp

Financial Services
5.31K
New
$89.4 - $108.33 $475K - $575K
5.31K $492K
HTRB
Hartford Fds Total Return Bd E

ETFs
11.9K
+ 10.81%
$33.03 - $34.09 $394K - $407K
122K $4.14M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.84K
+ 6.28%
$44.41 - $45.98 $304K - $314K
116K $5.28M
IXUS
Ishares Tr

ETFs
763
+ 0.94%
$65.06 - $72.31 $49.6K - $55.2K
82.3K $5.74M
MA
Mastercard Inc

Financial Services
81
+ 0.61%
$504.67 - $576.31 $40.9K - $46.7K
13.3K $7.3M
T
At&T Inc.

Communication Services
3.69K
+ 11.93%
$21.56 - $28.28 $79.6K - $104K
34.6K $979K
GE
General Electric CO

Industrials
1.33K
New
$168.59 - $212.13 $224K - $281K
1.33K $265K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
14.7K
New
$16.18 - $17.82 $238K - $262K
14.7K $246K
MCK
Mckesson Corp

Healthcare
336
New
$566.21 - $672.99 $190K - $226K
336 $226K
VST
Vistra Corp.

Utilities
1.91K
New
$108.49 - $191.89 $208K - $367K
1.91K $224K
SO
Southern CO

Utilities
2.39K
New
$80.96 - $92.96 $194K - $222K
2.39K $219K
CTAS
Cintas Corp

Industrials
1.04K
New
$182.09 - $208.14 $190K - $217K
1.04K $214K
FNDF
Schwab Fundamental Intl Large

ETFs
5.88K
New
$32.9 - $37.45 $193K - $220K
5.88K $212K
VLO
Valero Energy Corp

Energy
1.58K
New
$121.76 - $142.99 $192K - $226K
1.58K $208K
KLAC
Kla Corp

Technology
300
New
$636.62 - $777.63 $191K - $233K
300 $203K
IBM
International Business Machines Corp

Technology
811
New
$217.4 - $264.74 $176K - $215K
811 $201K
PGR
Progressive Corp

Financial Services
74
+ 2.09%
$235.61 - $291.22 $17.4K - $21.6K
3.62K $1.02M
ABBV
Abb Vie Inc.

Healthcare
114
+ 3.57%
$169.2 - $216.66 $19.3K - $24.7K
3.31K $693K
GLD
Spdr Gold Trust

ETFs
175
+ 12.26%
$243.19 - $288.14 $42.6K - $50.4K
1.6K $461K
ORCC
Owl Rock Capital Corp

Financial Services
8.45K
+ 60.85%
N/A
22.3K $299K
VZ
Verizon Communications Inc

Communication Services
1.31K
+ 13.71%
$37.81 - $46.49 $49.6K - $61K
10.9K $494K
CSCO
Cisco Systems, Inc.

Technology
303
+ 1.08%
$58.74 - $64.87 $17.8K - $19.7K
28.3K $1.75M
PLTR
Palantir Technologies Inc.

Technology
327
+ 4.72%
$64.98 - $124.62 $21.2K - $40.8K
7.26K $612K
SBUX
Starbucks Corp

Consumer Cyclical
620
+ 20.06%
$91.75 - $115.81 $56.9K - $71.8K
3.71K $364K
INTC
Intel Corp

Technology
1.76K
+ 12.73%
$19.1 - $27.39 $33.5K - $48.1K
15.5K $352K
AMT
American Tower Corp

Real Estate
107
+ 8.66%
$173.46 - $217.6 $18.6K - $23.3K
1.34K $292K
NFLX
Netflix Inc

Communication Services
50
+ 13.09%
$828.4 - $1058.6 $41.4K - $52.9K
432 $402K
TXN
Texas Instruments Inc

Technology
301
+ 4.1%
N/A
7.64K $1.49M
ABT
Abbott Laboratories

Healthcare
132
+ 6.36%
$111.1 - $140.22 $14.7K - $18.5K
2.21K $292K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.08%
$890.62 - $1076.86 $19.6K - $23.7K
1.08K $1.02M
TFLO
Ishares Treasury Floating Rate

ETFs
922
+ 4.07%
$50.48 - $50.68 $46.5K - $46.7K
23.6K $1.19M
UNP
Union Pacific Corp

Industrials
84
+ 2.41%
$225.21 - $254.42 $18.9K - $21.4K
3.57K $844K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.2%
$461.52 - $548.18 $2.31K - $2.74K
2.53K $1.33M
META
Meta Platforms, Inc.

Communication Services
237
+ 3.24%
$576.36 - $736.67 $137K - $175K
7.56K $4.36M
BMY
Bristol Myers Squibb CO

Healthcare
322
+ 7.4%
$53.9 - $63.11 $17.4K - $20.3K
4.67K $284K
Activity Summary
Buys All Purchases 105 New Holdings 24 Increased Positions 81 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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