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
BOND
Pimco Active Bond Exchange Tra

ETFs
-823
- 7.55%
$89.27 - $92.9 $73.5K - $76.5K
10.1K $931K
MDT
Medtronic PLC

Healthcare
-973
- 28.59%
$79.84 - $94.5 $77.7K - $91.9K
2.43K $218K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-1.43K
- 4.53%
$16.48 - $19.07 $23.5K - $27.2K
30.1K $499K
MCD
Mcdonalds Corp

Consumer Cyclical
-291
- 15.2%
$279.74 - $321.29 $81.4K - $93.5K
1.62K $507K
SCHW
Schwab Charles Corp

Financial Services
-909
- 17.13%
$71.24 - $83.64 $64.8K - $76K
4.4K $344K
NTRS
Northern Trust Corp

Financial Services
-233
- 3.68%
$96.09 - $113.81 $22.4K - $26.5K
6.1K $602K
CARR
Carrier Global Corp

Industrials
-106
- 1.31%
$62.07 - $70.55 $6.58K - $7.48K
8.01K $507K
ENB
Enbridge Inc

Energy
-1.73K
- 10.39%
$41.54 - $45.45 $71.7K - $78.4K
14.9K $659K
ERIC
Ericsson Lm Telephone CO

Technology
-5.28K
- 33.61%
$7.47 - $8.9 $39.5K - $47K
10.4K $80K
VEA
Vanguard Ftse Developed Market

ETFs
-2.12K
- 9.67%
$47.4 - $52.99 $100K - $112K
19.8K $1M
RMD
Resmed Inc

Healthcare
-77
- 2.97%
$219.7 - $257.65 $16.9K - $19.8K
2.52K $563K
DHR
Danaher Corp

Healthcare
-16
- 1.56%
$201.62 - $250.59 $3.23K - $4.01K
1.01K $206K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-10
- 0.34%
$81.62 - $96.63 $816 - $966
2.95K $245K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-75
- 3.9%
$169.43 - $182.84 $12.7K - $13.7K
1.85K $320K
DUK
Duke Energy Corp

Utilities
-588
- 15.07%
$105.87 - $121.97 $62.3K - $71.7K
3.32K $404K
JPM
Jpmorgan Chase & CO

Financial Services
-294
- 2.86%
$225.19 - $279.95 $66.2K - $82.3K
9.99K $2.45M
BXSL
Blackstone Secured Lending Fund

Financial Services
-520
- 0.83%
$31.3 - $34.5 $16.3K - $17.9K
62.2K $2.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.46%
$497.6 - $606.74 $995 - $1.21K
429 $213K
DVY
Ishares Tr

ETFs
-104
- 5.19%
$128.58 - $138.1 $13.4K - $14.4K
1.9K $255K
PG
Procter & Gamble CO

Consumer Defensive
-339
- 1.82%
$158.56 - $176.26 $53.8K - $59.8K
18.3K $3.12M
EPD
Enterprise Products Partners L.P.

Energy
-2.7K
- 8.5%
$31.75 - $34.14 $85.7K - $92.1K
29.1K $991K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-122
- 2.77%
$95.85 - $99.25 $11.7K - $12.1K
4.28K $423K
Blackrock Inc
-155
- 4.84%
N/A
3.05K $0
Reddit Inc
-866
- 16.3%
N/A
4.45K $0
LYG
Lloyds Banking Group PLC

Financial Services
-10.1K
- 27.61%
$2.58 - $3.9 $25.9K - $39.2K
26.4K $100K
WFC
Wells Fargo & Company

Financial Services
-152
- 1.66%
$66.78 - $81.42 $10.2K - $12.4K
9.02K $647K
C
Citigroup Inc

Financial Services
-2
- 0.03%
$67.23 - $84.63 $134 - $169
7.73K $548K
PAGP
Plains Gp Holdings LP

Energy
-837
- 8.08%
$18.52 - $22.13 $15.5K - $18.5K
9.52K $203K
RTX
Raytheon Technologies Corp

Industrials
-161
- 6.99%
$114.1 - $135.66 $18.4K - $21.8K
2.14K $283K
KMI
Kinder Morgan, Inc.

Energy
-24
- 0.16%
$26.1 - $31.22 $626 - $749
15.1K $432K
GILD
Gilead Sciences, Inc.

Healthcare
-549
- 12.87%
$89.14 - $117.41 $48.9K - $64.5K
3.72K $416K
NVS
Novartis Ag

Healthcare
-630
- 9.52%
$97.14 - $115.57 $61.2K - $72.8K
5.99K $667K
CB
Chubb LTD

Financial Services
-167
- 5.59%
$257.71 - $301.99 $43K - $50.4K
2.82K $851K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-330
- 2.63%
$87.68 - $94.52 $28.9K - $31.2K
12.2K $1.14M
RSG
Republic Services, Inc.

Industrials
-37
- 3.45%
$200.09 - $242.16 $7.4K - $8.96K
1.04K $250K
COP
Conocophillips

Energy
-338
- 2.76%
$88.6 - $105.85 $29.9K - $35.8K
11.9K $1.25M
JNJ
Johnson & Johnson

Healthcare
-1.03K
- 10.11%
$142.06 - $167.7 $146K - $173K
9.15K $1.52M
CVX
Chevron Corp

Energy
-318
- 6.35%
$146.71 - $167.97 $46.7K - $53.4K
4.69K $784K
MO
Altria Group, Inc.

Consumer Defensive
-87
- 0.87%
$50.81 - $60.02 $4.42K - $5.22K
9.94K $596K
AMGN
Amgen Inc

Healthcare
-110
- 5.12%
$258.59 - $327.36 $28.4K - $36K
2.04K $635K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-193
- 0.26%
$42.5 - $46.71 $8.2K - $9.02K
74.1K $3.35M
PM
Philip Morris International Inc.

Consumer Defensive
-521
- 10.97%
$117.15 - $158.79 $61K - $82.7K
4.23K $670K
KO
Coca Cola CO

Consumer Defensive
-365
- 2.21%
$60.81 - $72.32 $22.2K - $26.4K
16.2K $1.16M
TMUS
T Mobile Us, Inc.

Communication Services
-467
- 5.11%
$211.3 - $272.83 $98.7K - $127K
8.67K $2.31M
WM
Waste Management Inc

Industrials
-396
- 1.43%
$200.54 - $233.78 $79.4K - $92.6K
27.4K $6.33M
V
Visa Inc.

Financial Services
-299
- 1.04%
$306.92 - $362.71 $91.8K - $108K
28.5K $9.98M
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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