Cfo4 Life Group, LLC Incresed Positions 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
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.19%
$243.75 - $303.93 $12.2K - $15.2K
26.4K $8.03M
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
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
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.7K
+ 154.26%
$13.96 - $16.51 $317K - $375K
37.4K $608K
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 3.8%
$221.86 - $362.89 $35.3K - $57.7K
4.34K $1.38M
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
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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.91K
+ 6.57%
$37.18 - $42.55 $71.1K - $81.4K
31K $1.32M
VEA
Vanguard Ftse Developed Market

ETFs
74
+ 0.37%
$45.65 - $57.01 $3.38K - $4.22K
19.8K $1.13M
PINS
Pinterest, Inc.

Communication Services
1.07K
+ 6.17%
$24.21 - $35.95 $25.9K - $38.4K
18.4K $659K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$320.42 - $424.58 $320 - $425
1.86K $790K
RMD
Resmed Inc

Healthcare
121
+ 4.8%
$204.54 - $258.0 $24.7K - $31.2K
2.64K $681K
JNJ
Johnson & Johnson

Healthcare
1.52K
+ 16.63%
$146.36 - $159.82 $223K - $243K
10.7K $1.63M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.28%
$149.23 - $184.95 $1.79K - $2.22K
4.24K $772K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
222
+ 0.69%
$16.5 - $21.35 $3.66K - $4.74K
32.6K $695K
VT
Vanguard Total World Stk Index

ETFs
388
+ 13.61%
$103.16 - $128.52 $40K - $49.9K
3.24K $416K
QCOM
Qualcomm Inc

Technology
390
+ 9.63%
$124.66 - $159.48 $48.6K - $62.2K
4.44K $706K
INTU
Intuit Inc

Technology
22
+ 5.9%
$544.07 - $787.63 $12K - $17.3K
395 $311K
TXN
Texas Instruments Inc

Technology
422
+ 5.52%
N/A
8.07K $1.57M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.87%
$908.13 - $1056.85 $28.2K - $32.8K
1.11K $1.1M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
1.26K
+ 2.12%
$12.03 - $14.44 $15.1K - $18.1K
60.6K $874K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.6K
+ 1.14%
N/A
142K $4.47M
VZ
Verizon Communications Inc

Communication Services
1.7K
+ 15.56%
$41.67 - $45.62 $70.6K - $77.3K
12.6K $544K
LII
Lennox International Inc

Industrials
4
+ 0.12%
$508.76 - $605.77 $2.04K - $2.42K
3.43K $1.97M
ERIC
Ericsson Lm Telephone CO

Technology
4.18K
+ 40.09%
$6.77 - $8.86 $28.3K - $37.1K
14.6K $123K
GLD
Spdr Gold Trust

ETFs
36
+ 2.25%
$273.71 - $316.29 $9.85K - $11.4K
1.64K $499K
PDN
Invesco Fd Tr

ETFs
59
+ 0.91%
$30.37 - $38.92 $1.79K - $2.3K
6.51K $253K
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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