Cfo4 Life Group, LLC Purchases in Q2 2025

Cfo4 Life Group, LLC

  • $604 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.26K
+ 2.3%
$456.74 - $568.03 $1.49M - $1.85M
145K $82.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
64.4K
+ 9.85%
$43.53 - $54.46 $2.8M - $3.51M
718K $39.1M
IEFA
Ishares Tr

ETFs
40.5K
+ 12.14%
$67.83 - $84.09 $2.75M - $3.4M
374K $31.2M
MSFT
Microsoft Corp

Technology
771
+ 1.89%
$354.56 - $497.45 $273K - $384K
41.6K $20.7M
NVDA
Nvidia Corp

Technology
3.87K
+ 9.39%
$94.31 - $157.99 $365K - $611K
45.1K $7.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.46K
+ 0.83%
$152.42 - $182.82 $222K - $266K
177K $32.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
87.1K
+ 26.9%
$23.36 - $24.11 $2.04M - $2.1M
411K $9.8M
WMT
Walmart Inc.

Consumer Defensive
2.81K
+ 1.64%
$81.79 - $99.98 $230K - $281K
175K $17.1M
AMZN
Amazon Com Inc

Consumer Cyclical
269
+ 0.45%
$167.32 - $223.3 $45K - $60.1K
59.7K $13.1M
META
Meta Platforms, Inc.

Communication Services
197
+ 2.61%
$484.66 - $738.09 $95.5K - $145K
7.76K $5.73M
HD
Home Depot, Inc.

Consumer Cyclical
2.81K
+ 12.31%
$335.24 - $380.78 $941K - $1.07M
25.6K $9.39M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.98K
+ 3.49%
$97.68 - $121.38 $193K - $240K
58.7K $7.12M
UBER
Uber Technologies, Inc

Technology
8.73K
New
$64.62 - $93.3 $564K - $814K
8.73K $814K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.19%
$243.75 - $303.93 $12.2K - $15.2K
26.4K $8.03M
CI
Cigna Corp

Healthcare
2.25K
New
$301.89 - $340.04 $680K - $766K
2.25K $745K
VEEV
Veeva Systems Inc

Healthcare
2.38K
New
$209.39 - $289.94 $498K - $689K
2.38K $684K
APH
Amphenol Corp

Technology
6.9K
New
$59.09 - $98.75 $408K - $681K
6.9K $681K
EQT
Eqt Corp

Energy
11.6K
New
$46.11 - $60.44 $533K - $699K
11.6K $674K
KLAC
Kla Corp

Technology
674
+ 224.67%
$576.53 - $902.94 $389K - $609K
974 $872K
IXUS
Ishares Tr

ETFs
589
+ 0.72%
$62.37 - $77.63 $36.7K - $45.7K
82.9K $6.41M
GOOG
Alphabet Inc.

Communication Services
405
+ 1.49%
$146.58 - $180.01 $59.4K - $72.9K
27.6K $4.9M
PAYC
Paycom Software, Inc.

Technology
2.39K
New
$193.07 - $265.71 $462K - $636K
2.39K $553K
PLTR
Palantir Technologies Inc.

Technology
646
+ 8.9%
$74.01 - $144.25 $47.8K - $93.2K
7.91K $1.08M
ORCL
Oracle Corp

Technology
870
+ 33.84%
$122.82 - $218.63 $107K - $190K
3.44K $752K
NOW
Service Now, Inc.

Technology
354
New
$721.65 - $1040.18 $255K - $368K
354 $363K
LOW
Lowes Companies Inc

Consumer Cyclical
1.64K
New
$210.83 - $235.28 $346K - $386K
1.64K $363K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.7K
+ 154.26%
$13.96 - $16.51 $317K - $375K
37.4K $608K
AMD
Advanced Micro Devices Inc

Technology
2.29K
New
$78.21 - $143.81 $179K - $330K
2.29K $325K
DELL
Dell Technologies Inc.

Technology
2.44K
New
$71.63 - $125.98 $175K - $307K
2.44K $299K
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 3.8%
$221.86 - $362.89 $35.3K - $57.7K
4.34K $1.38M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.65K
New
$29.0 - $30.68 $251K - $265K
8.65K $265K
AMAT
Applied Materials Inc

Technology
1.45K
New
$126.95 - $183.52 $184K - $266K
1.45K $265K
GME
Game Stop Corp.

Consumer Cyclical
10.2K
New
$21.1 - $35.01 $215K - $357K
10.2K $248K
DIS
Walt Disney CO

Communication Services
417
+ 5.65%
$81.72 - $124.01 $34.1K - $51.7K
7.8K $967K
BA
Boeing CO

Industrials
858
+ 60.51%
$136.59 - $217.51 $117K - $187K
2.28K $476K
MS
Morgan Stanley

Financial Services
1.63K
New
$99.83 - $140.86 $163K - $230K
1.63K $229K
CAT
Caterpillar Inc

Industrials
586
New
$273.94 - $388.21 $161K - $227K
586 $227K
HON
Honeywell International Inc

Industrials
962
New
$182.86 - $232.88 $176K - $224K
962 $224K
BOTZ
Global X Fds

ETFs
6.74K
New
$24.51 - $32.65 $165K - $220K
6.74K $220K
BE
Bloom Energy Corp

Industrials
9.1K
New
$16.32 - $23.92 $149K - $218K
9.1K $217K
LPLA
Lpl Financial Holdings Inc.

Financial Services
565
New
$283.31 - $388.96 $160K - $220K
565 $211K
EFV
Msci Eafe Value ETF

ETFs
3.3K
New
$52.4 - $64.65 $173K - $213K
3.3K $209K
AXP
American Express CO

Financial Services
98
+ 3.11%
$231.39 - $318.98 $22.7K - $31.3K
3.25K $1.04M
NTRS
Northern Trust Corp

Financial Services
109
+ 1.79%
$84.45 - $126.79 $9.21K - $13.8K
6.21K $787K
NFLX
Netflix Inc

Communication Services
5
+ 1.16%
$855.86 - $1339.13 $4.28K - $6.7K
437 $585K
IBM
International Business Machines Corp

Technology
425
+ 52.4%
$221.03 - $294.78 $93.9K - $125K
1.24K $364K
VST
Vistra Corp.

Utilities
47
+ 2.46%
$98.07 - $195.04 $4.61K - $9.17K
1.96K $379K
GS
Goldman Sachs Group Inc

Financial Services
99
+ 22.0%
$462.22 - $707.75 $45.8K - $70.1K
549 $388K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
135
+ 7.89%
$141.37 - $228.57 $19.1K - $30.9K
1.85K $418K
Activity Summary
Buys All Purchases 124 New Holdings 24 Increased Positions 100 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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