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
CTAS
Cintas Corp

Industrials
90
+ 8.62%
$190.11 - $227.66 $17.1K - $20.5K
1.13K $252K
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 5.96%
$451.58 - $565.94 $11.7K - $14.7K
462 $251K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24
+ 0.51%
$55.54 - $69.09 $1.33K - $1.66K
4.76K $328K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.06%
$19.6 - $24.44 $157 - $196
14K $341K
LYG
Lloyds Banking Group PLC

Financial Services
5.16K
+ 19.59%
$3.32 - $4.29 $17.1K - $22.1K
31.5K $133K
TFLO
Ishares Treasury Floating Rate

ETFs
610
+ 2.59%
$50.47 - $50.66 $30.8K - $30.9K
24.2K $1.23M
AAL
American Airlines Group Inc.

Industrials
2.31K
+ 13.01%
N/A
20K $221K
FNDF
Schwab Fundamental Intl Large

ETFs
32
+ 0.54%
$32.25 - $40.02 $1.03K - $1.28K
5.91K $236K
ABT
Abbott Laboratories

Healthcare
93
+ 4.21%
$123.95 - $138.08 $11.5K - $12.8K
2.3K $312K
INTC
Intel Corp

Technology
1.07K
+ 6.91%
$18.13 - $22.69 $19.5K - $24.3K
16.6K $372K
KMI
Kinder Morgan, Inc.

Energy
140
+ 0.92%
$25.21 - $29.4 $3.53K - $4.12K
15.3K $449K
VLO
Valero Energy Corp

Energy
90
+ 5.7%
$104.69 - $141.77 $9.42K - $12.8K
1.67K $224K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
53
+ 1.15%
$45.88 - $54.4 $2.43K - $2.88K
4.68K $254K
SO
Southern CO

Utilities
159
+ 6.65%
$84.91 - $92.56 $13.5K - $14.7K
2.55K $234K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
528
+ 2.19%
$7.6 - $8.89 $4.01K - $4.69K
24.6K $218K
PDI
Pimco Dynamic Income Fund

Financial Services
1.3K
+ 7.09%
$17.02 - $19.87 $22.1K - $25.8K
19.6K $372K
VIG
Vanguard Dividend Appreciation

ETFs
49
+ 3.09%
N/A
1.63K $297K
RSG
Republic Services, Inc.

Industrials
16
+ 1.54%
$227.2 - $258.07 $3.64K - $4.13K
1.05K $259K
UNP
Union Pacific Corp

Industrials
135
+ 3.78%
$208.27 - $238.46 $28.1K - $32.2K
3.71K $853K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
327
+ 2.41%
$7.2 - $8.65 $2.35K - $2.83K
13.9K $120K
AMT
American Tower Corp

Real Estate
18
+ 1.34%
$203.96 - $228.19 $3.67K - $4.11K
1.36K $300K
FSK
Fs Kkr Capital Corp

Financial Services
578
+ 2.96%
$17.95 - $21.5 $10.4K - $12.4K
20.1K $416K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
105
+ 1.48%
$38.18 - $45.52 $4.01K - $4.78K
7.22K $315K
KRG
Kite Realty Group Trust

Real Estate
123
+ 0.94%
$19.53 - $23.3 $2.4K - $2.87K
13.2K $299K
SSB
South State Corp

Financial Services
108
+ 2.03%
$80.59 - $94.67 $8.7K - $10.2K
5.42K $498K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.06%
$85.42 - $94.39 $598 - $661
12.2K $1.15M
IEMG
Ishares Inc

ETFs
36
+ 0.61%
N/A
5.94K $318K
ORCC
Owl Rock Capital Corp

Financial Services
108
+ 0.48%
N/A
22.4K $300K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.15%
N/A
1.31K $242K
Vanguard Malvern Fds
13.7K
+ 9.55%
N/A
157K $0
Ishares Bitcoin Trust ETF
16
+ 0.33%
N/A
4.82K $0
Victory Portfolios Ii
26.9K
+ 8.31%
N/A
350K $0
Linde PLC
2
+ 0.31%
N/A
653 $0
Goldman Sachs ETF Tr
2.07K
+ 44.11%
N/A
6.77K $0
Goldman Sachs ETF Tr
30
+ 0.34%
N/A
8.8K $0
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
298
+ 2.6%
$9.85 - $11.67 $2.94K - $3.48K
11.7K $132K
GILD
Gilead Sciences, Inc.

Healthcare
30
+ 0.81%
$96.91 - $113.0 $2.91K - $3.39K
3.75K $415K
GBDC
Golub Capital Bdc, Inc.

Financial Services
275
+ 2.26%
$13.03 - $15.28 $3.58K - $4.2K
12.5K $182K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
276
+ 0.94%
$22.81 - $23.8 $6.3K - $6.57K
29.7K $692K
ET
Energy Transfer LP

Energy
7
+ 0.05%
$15.65 - $18.93 $110 - $133
14.6K $265K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
34
+ 0.18%
$48.13 - $49.85 $1.64K - $1.69K
18.8K $921K
PFE
Pfizer Inc

Healthcare
707
+ 2.79%
$21.59 - $24.84 $15.3K - $17.6K
26K $631K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.11%
$68.13 - $74.77 $477 - $523
6.45K $469K
AEE
Ameren Corp

Utilities
124
+ 2.23%
$94.23 - $101.68 $11.7K - $12.6K
5.69K $546K
CB
Chubb LTD

Financial Services
56
+ 1.99%
$274.32 - $302.46 $15.4K - $16.9K
2.88K $833K
PB
Prosperity Bancshares Inc

Financial Services
53
+ 0.18%
$63.76 - $73.75 $3.38K - $3.91K
29.1K $2.04M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.68%
$285.55 - $321.23 $3.14K - $3.53K
1.64K $477K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
836
+ 2.78%
$13.77 - $16.67 $11.5K - $13.9K
30.9K $464K
BXSL
Blackstone Secured Lending Fund

Financial Services
688
+ 1.11%
$26.88 - $32.74 $18.5K - $22.5K
62.9K $1.93M
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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