Cfo4 Life Group, LLC Incresed Positions 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
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
67.7K
+ 27.55%
$49.69 - $50.76 $3.37M - $3.44M
314K $15.7M
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
XOM
Exxon Mobil Corp

Energy
1.79K
+ 6.91%
$105.44 - $118.93 $189K - $213K
27.7K $3.3M
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
T
At&T Inc.

Communication Services
3.69K
+ 11.93%
$21.56 - $28.28 $79.6K - $104K
34.6K $979K
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
BMY
Bristol Myers Squibb CO

Healthcare
322
+ 7.4%
$53.9 - $63.11 $17.4K - $20.3K
4.67K $284K
META
Meta Platforms, Inc.

Communication Services
237
+ 3.24%
$576.36 - $736.67 $137K - $175K
7.56K $4.36M
MPW
Medical Properties Trust Inc

Real Estate
522
+ 3.73%
$3.83 - $6.21 $2K - $3.24K
14.5K $87K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.09%
$68.32 - $75.06 $410 - $450
6.44K $481K
AGNC
Agnc Investment Corp.

Real Estate
1.97K
+ 8.04%
$9.12 - $10.54 $18K - $20.8K
26.5K $253K
PSX
Phillips 66

Energy
25
+ 1.03%
$113.93 - $131.55 $2.85K - $3.29K
2.46K $304K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
330
+ 1.15%
$39.61 - $42.65 $13.1K - $14.1K
29.1K $1.19M
VIG
Vanguard Dividend Appreciation

ETFs
102
+ 6.88%
N/A
1.58K $288K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27
+ 0.57%
$58.01 - $64.46 $1.57K - $1.74K
4.73K $293K
INTU
Intuit Inc

Technology
28
+ 8.12%
$555.63 - $630.23 $15.6K - $17.6K
373 $229K
PDN
Invesco Fd Tr

ETFs
51
+ 0.8%
$31.2 - $34.9 $1.59K - $1.78K
6.45K $215K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
503
+ 2.13%
$8.29 - $8.97 $4.17K - $4.51K
24.1K $207K
VT
Vanguard Total World Stk Index

ETFs
120
+ 4.39%
$115.08 - $123.97 $13.8K - $14.9K
2.85K $330K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
218
+ 0.16%
N/A
140K $4.42M
GBDC
Golub Capital Bdc, Inc.

Financial Services
255
+ 2.14%
$14.46 - $15.96 $3.69K - $4.07K
12.2K $184K
AAL
American Airlines Group Inc.

Industrials
318
+ 1.83%
N/A
17.7K $195K
ABC
Amerisourcebergen Corp

Healthcare
13
+ 1.01%
N/A
1.31K $241K
ITOT
Ishares Core S&P Total U.S. St

ETFs
254
+ 5.52%
$120.29 - $134.6 $30.6K - $34.2K
4.85K $592K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
317
+ 2.39%
$8.24 - $8.68 $2.61K - $2.75K
13.6K $112K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
246
+ 0.84%
$23.43 - $24.23 $5.76K - $5.96K
29.4K $695K
Vanguard Malvern Fds
3.07K
+ 6.08%
N/A
53.5K $0
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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