Cfo4 Life Group, LLC Reduced Holdings in Q2 2025

Cfo4 Life Group, LLC

  • $604 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-2.27K
- 0.72%
$91.92 - $110.2 $208K - $250K
313K $31.6M
AAPL
Apple Inc.

Technology
-2.83K
- 2.21%
$172.42 - $223.89 $488K - $634K
125K $25.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-36.6K
- 18.66%
$51.14 - $57.0 $1.87M - $2.09M
160K $9.07M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-11.9K
- 15.73%
$116.93 - $119.39 $1.39M - $1.42M
63.8K $7.6M
BALT
Innovator Etfs Tr
-23.8K
- 68.71%
$30.33 - $32.1 $723K - $765K
10.9K $348K
UNH
Unitedhealth Group Inc

Healthcare
-155
- 6.12%
$274.35 - $599.47 $42.5K - $92.9K
2.38K $741K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.9K
- 44.15%
$45.12 - $46.23 $538K - $551K
15.1K $697K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-10.2K
- 11.08%
$42.72 - $44.24 $437K - $453K
82.2K $3.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-148
- 41.0%
$4164.15 - $5789.24 $616K - $857K
213 $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-295
- 5.49%
$483.48 - $539.8 $143K - $159K
5.07K $2.46M
XOM
Exxon Mobil Corp

Energy
-419
- 1.51%
$99.93 - $119.04 $41.9K - $49.9K
27.3K $2.95M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.62K
- 1.47%
$48.46 - $50.2 $224K - $232K
309K $15.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.4K
- 13.66%
$50.36 - $50.68 $322K - $324K
40.4K $2.05M
PG
Procter & Gamble CO

Consumer Defensive
-682
- 3.72%
$157.66 - $172.39 $108K - $118K
17.6K $2.81M
IWM
Ishares Russell 2000 ETF

ETFs
-1.59K
- 54.8%
$174.82 - $215.79 $278K - $344K
1.31K $283K
TMUS
T Mobile Us, Inc.

Communication Services
-53
- 0.61%
$220.99 - $268.54 $11.7K - $14.2K
8.61K $2.05M
PEP
Pepsico Inc

Consumer Defensive
-113
- 0.84%
$128.02 - $151.37 $14.5K - $17.1K
13.3K $1.76M
WM
Waste Management Inc

Industrials
-667
- 2.44%
$216.47 - $242.1 $144K - $161K
26.7K $6.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
-6.29K
- 8.31%
$93.5 - $113.21 $588K - $712K
69.4K $7.86M
COP
Conocophillips

Energy
-327
- 2.75%
$82.66 - $106.1 $27K - $34.7K
11.6K $1.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.4K
- 38.16%
$72.02 - $73.82 $173K - $177K
3.89K $286K
T
At&T Inc.

Communication Services
-6.39K
- 18.46%
$26.33 - $28.94 $168K - $185K
28.2K $817K
CVX
Chevron Corp

Energy
-306
- 6.53%
$133.73 - $168.51 $40.9K - $51.6K
4.38K $627K
EPD
Enterprise Products Partners L.P.

Energy
-1.14K
- 3.91%
$28.95 - $34.22 $32.9K - $38.9K
27.9K $865K
MLN
Vaneck Long Muni ETF

ETFs
-5.8K
- 13.93%
$16.49 - $17.52 $95.6K - $102K
35.8K $605K
LLY
Eli Lilly & CO

Healthcare
-28
- 1.51%
$713.71 - $898.95 $20K - $25.2K
1.83K $1.42M
IRT
Independence Realty Trust, Inc.

Real Estate
-1.66K
- 7.91%
$17.41 - $21.38 $28.9K - $35.5K
19.3K $342K
AMGN
Amgen Inc

Healthcare
-114
- 5.59%
$262.28 - $309.85 $29.9K - $35.3K
1.93K $537K
APP
App Lovin Corp

Technology
-2.4K
- 27.16%
$219.37 - $417.89 $526K - $1M
6.44K $2.25M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.07K
- 1.79%
$44.68 - $45.96 $92.4K - $95.1K
114K $5.2M
PGR
Progressive Corp

Financial Services
-95
- 2.63%
$255.27 - $288.74 $24.3K - $27.4K
3.52K $940K
ABBV
Abb Vie Inc.

Healthcare
-20
- 0.6%
$170.16 - $206.27 $3.4K - $4.13K
3.29K $610K
HTRB
Hartford Fds Total Return Bd E

ETFs
-2.12K
- 1.73%
$33.14 - $34.12 $70.3K - $72.3K
120K $4.07M
SBUX
Starbucks Corp

Consumer Cyclical
-437
- 11.78%
$79.69 - $99.41 $34.8K - $43.4K
3.27K $299K
MPLX
Mplx LP

Energy
-496
- 2.58%
$46.68 - $53.89 $23.2K - $26.7K
18.7K $963K
V
Visa Inc.

Financial Services
-550
- 1.93%
$308.27 - $373.31 $170K - $205K
27.9K $9.92M
CMCSA
Comcast Corp

Communication Services
-1.18K
- 15.0%
$32.84 - $36.72 $38.7K - $43.3K
6.68K $238K
DUK
Duke Energy Corp

Utilities
-318
- 9.59%
$112.46 - $124.05 $35.8K - $39.4K
3K $353K
ENB
Enbridge Inc

Energy
-1.44K
- 9.65%
$41.09 - $47.16 $59K - $67.8K
13.5K $609K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-846
- 13.6%
$45.9 - $48.26 $38.8K - $40.8K
5.38K $251K
KO
Coca Cola CO

Consumer Defensive
-443
- 2.74%
$68.37 - $73.9 $30.3K - $32.7K
15.7K $1.11M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-700
- 23.73%
$73.7 - $90.98 $51.6K - $63.7K
2.25K $204K
FDX
Fedex Corp

Industrials
-26
- 1.56%
$198.07 - $245.17 $5.15K - $6.37K
1.64K $372K
IWV
Ishares Russell 3000 ETF

ETFs
-165
- 20.02%
$281.67 - $351.0 $46.5K - $57.9K
659 $231K
LAMR
Lamar Advertising CO

Real Estate
-415
- 13.93%
$102.35 - $121.67 $42.5K - $50.5K
2.56K $311K
PSX
Phillips 66

Energy
-87
- 3.53%
$92.87 - $125.73 $8.08K - $10.9K
2.38K $283K
CRM
Salesforce, Inc.

Technology
-92
- 10.62%
$236.26 - $291.15 $21.7K - $26.8K
774 $211K
WFC
Wells Fargo & Company

Financial Services
-1.15K
- 12.69%
$60.98 - $80.12 $69.8K - $91.7K
7.88K $631K
MO
Altria Group, Inc.

Consumer Defensive
-8
- 0.08%
$55.56 - $60.91 $444 - $487
9.94K $582K
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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