Cfo4 Life Group, LLC Reduced Holdings in Q1 2025

Cfo4 Life Group, LLC

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-382K
- 66.07%
$56.17 - $59.71 $21.5M - $22.8M
196K $11.2M
VLUE
Ishares Msci Usa Value Factor

ETFs
-192K
- 71.7%
$104.89 - $113.56 $20.1M - $21.8M
75.7K $8.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-57.3K
- 46.32%
$196.12 - $229.48 $11.2M - $13.1M
66.3K $13.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-85.9K
- 53.14%
$114.57 - $118.14 $9.84M - $10.1M
75.7K $8.94M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-133K
- 54.97%
$50.72 - $50.92 $6.75M - $6.78M
109K $5.55M
UPS
United Parcel Service Inc

Industrials
-652
- 0.21%
$109.66 - $136.26 $71.5K - $88.8K
316K $34.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.63K
- 1.48%
$168.16 - $186.21 $442K - $490K
175K $30M
GOOG
Alphabet Inc.

Communication Services
-935
- 3.32%
$156.06 - $207.71 $146K - $194K
27.2K $4.25M
WMT
Walmart Inc.

Consumer Defensive
-5.96K
- 3.35%
$84.5 - $105.05 $504K - $626K
172K $15.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-21.2K
- 18.65%
$42.4 - $44.11 $898K - $935K
92.4K $4.05M
BAC
Bank Of America Corp

Financial Services
-14.1K
- 46.04%
$39.61 - $47.74 $557K - $671K
16.5K $687K
HD
Home Depot, Inc.

Consumer Cyclical
-273
- 1.18%
$347.25 - $424.87 $94.8K - $116K
22.8K $8.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.24%
$222.15 - $428.22 $2.22K - $4.28K
4.18K $1.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.9K
- 30.49%
$44.72 - $46.25 $530K - $548K
27K $1.24M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-20.2K
- 54.47%
$19.04 - $20.15 $385K - $407K
16.9K $321K
IWM
Ishares Russell 2000 ETF

ETFs
-1.41K
- 32.61%
$198.1 - $229.79 $279K - $323K
2.91K $579K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.54K
- 8.84%
$50.39 - $50.66 $229K - $230K
46.8K $2.37M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 3.99%
$4295.4 - $5141.88 $64.4K - $77.1K
361 $1.66M
LMT
Lockheed Martin Corp

Industrials
-301
- 16.95%
$423.19 - $506.29 $127K - $152K
1.48K $658K
NTAP
Net App, Inc.

Technology
-217
- 3.57%
$87.84 - $126.3 $19.1K - $27.4K
5.86K $514K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.71K
- 36.95%
$51.45 - $58.51 $139K - $159K
4.62K $239K
LII
Lennox International Inc

Industrials
-2
- 0.06%
$553.05 - $666.93 $1.11K - $1.33K
3.43K $1.92M
DIS
Walt Disney CO

Communication Services
-662
- 8.23%
$96.87 - $114.0 $64.1K - $75.5K
7.39K $728K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-59
- 1.81%
$468.34 - $539.52 $27.6K - $31.8K
3.2K $1.5M
DOCU
Docusign, Inc.

Technology
-1.14K
- 13.12%
$74.7 - $97.7 $84.8K - $111K
7.51K $611K
AXP
American Express CO

Financial Services
-261
- 7.65%
$255.39 - $325.87 $66.7K - $85.1K
3.15K $847K
EME
Emcor Group, Inc.

Industrials
-62
- 3.72%
$361.16 - $535.99 $22.4K - $33.2K
1.61K $593K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.38K
- 27.47%
$71.17 - $73.66 $170K - $175K
6.29K $461K
PEP
Pepsico Inc

Consumer Defensive
-834
- 5.84%
$142.64 - $156.42 $119K - $130K
13.5K $2.02M
VUG
Vanguard Growth ETF

ETFs
-217
- 12.08%
$369.1 - $427.61 $80.1K - $92.8K
1.58K $585K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-187
- 9.14%
$360.07 - $417.26 $67.3K - $78K
1.86K $671K
HOMB
Home Bancshares Inc

Financial Services
-4.69K
- 32.94%
$27.23 - $31.23 $128K - $146K
9.54K $269K
GS
Goldman Sachs Group Inc

Financial Services
-200
- 30.77%
$524.81 - $672.19 $105K - $134K
450 $245K
PFE
Pfizer Inc

Healthcare
-3.39K
- 11.81%
$25.01 - $27.13 $84.8K - $92K
25.3K $641K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.45K
- 24.21%
$21.75 - $24.28 $96.9K - $108K
13.9K $307K
PB
Prosperity Bancshares Inc

Financial Services
-8
- 0.03%
$69.3 - $80.69 $554 - $646
29K $2.07M
LAMR
Lamar Advertising CO

Real Estate
-546
- 15.49%
$110.65 - $132.9 $60.4K - $72.6K
2.98K $338K
IRT
Independence Realty Trust, Inc.

Real Estate
-5.98K
- 22.16%
$18.23 - $21.8 $109K - $130K
21K $445K
IEMG
Ishares Inc

ETFs
-1.63K
- 21.59%
N/A
5.91K $316K
FDX
Fedex Corp

Industrials
-87
- 4.97%
$230.33 - $281.53 $20K - $24.5K
1.67K $405K
QCOM
Qualcomm Inc

Technology
-521
- 11.4%
$151.94 - $175.86 $79.2K - $91.6K
4.05K $621K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.4K
- 6.92%
$49.25 - $50.66 $68.7K - $70.7K
18.8K $930K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.21K
- 23.67%
$41.61 - $44.72 $91.8K - $98.7K
7.12K $308K
APD
Air Products & Chemicals, Inc.

Basic Materials
-273
- 26.71%
$283.24 - $338.07 $77.3K - $92.3K
749 $220K
CMCSA
Comcast Corp

Communication Services
-1.71K
- 17.82%
$33.19 - $38.23 $56.6K - $65.2K
7.86K $290K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.38K
- 18.81%
$106.31 - $123.73 $147K - $171K
5.96K $737K
FISV
Fiserv Inc

Technology
-487
- 10.95%
N/A
3.96K $495K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-39
- 2.23%
$165.25 - $224.62 $6.44K - $8.76K
1.71K $284K
MUB
Ishares National Muni Bond ETF

ETFs
-455
- 7.15%
$104.71 - $107.69 $47.6K - $49K
5.91K $623K
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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