Cfo4 Life Group, LLC Portfolio Holdings

Cfo4 Life Group, LLC

  • $562 Million
  • Q1 2025

Cfo4 Life Group, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $562 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $72.8M, United Parcel Service Inc with a value of $34.7M, Blackrock ETF Tr U S Equity Fa with a value of $31.9M, Ishares Msci Usa Quality Facto with a value of $30M, and Apple Inc. with a value of $28.4M.

Examining the 13F form we can see an increase of $2.62M in the current position value, from $559M to 562M.

Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $562 Million
ETFs: $310 Million
Technology: $60.3 Million
Industrials: $50.2 Million
Financial Services: $42.7 Million
Consumer Defensive: $31.3 Million
Consumer Cyclical: $24 Million
Communication Services: $18.6 Million
Healthcare: $10.7 Million
Other: $13.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$34.7 Million 6.18% of portfolio
315,636
Q1 2025 Reduced 0.21%
$3.45T
$28.4 Million 5.06% of portfolio
127,867
Q1 2025 Added 0.01%
$3.77T
$15.3 Million 2.73% of portfolio
40,813
Q1 2025 Added 0.26%
$260B
$15.1 Million 2.68% of portfolio
171,804
Q1 2025 Reduced 3.35%
$2.32T
$11.3 Million 2.01% of portfolio
59,479
Q1 2025 Added 2.41%
$575B
$9.98 Million 1.78% of portfolio
28,488
Q1 2025 Reduced 1.04%
$380B
$8.36 Million 1.49% of portfolio
22,804
Q1 2025 Reduced 1.18%
$5.8B
$7.61 Million 1.35% of portfolio
243,479
Q1 2025 Added 2.72%
$533B
$7.3 Million 1.3% of portfolio
13,325
Q1 2025 Added 0.61%
$93.2B
$6.33 Million 1.13% of portfolio
27,356
Q1 2025 Reduced 1.43%
$416B
$4.47 Million 0.8% of portfolio
41,233
Q1 2025 Added 16.37%
$1.58T
$4.36 Million 0.78% of portfolio
7,562
Q1 2025 Added 3.24%
$1.14T
$4.26 Million 0.76% of portfolio
27,533
Q1 2025 Added 1.79%
$1.17T
$4.25 Million 0.76% of portfolio
27,209
Q1 2025 Reduced 3.32%
$452B
$3.3 Million 0.59% of portfolio
27,739
Q1 2025 Added 6.91%
$429B
$3.19 Million 0.57% of portfolio
4
Q1 2025 New
$622B
$2.86 Million 0.51% of portfolio
5,369
Q1 2025 Added 15.81%
$74.1B
$2.79 Million 0.5% of portfolio
94,640
Q4 2024 Reduced 0.23%
$855B
$2.45 Million 0.44% of portfolio
9,985
Q1 2025 Reduced 2.86%
$102B
$2.34 Million 0.42% of portfolio
8,838
Q1 2025 Reduced 5.25%
$290B
$2.31 Million 0.41% of portfolio
8,665
Q1 2025 Reduced 5.11%
$6.65B
$2.07 Million 0.37% of portfolio
29,041
Q1 2025 Reduced 0.03%
$5.33B
$2.01 Million 0.36% of portfolio
62,215
Q1 2025 Reduced 0.83%
$201B
$2.02 Million 0.36% of portfolio
13,450
Q1 2025 Reduced 5.84%
$22B
$1.92 Million 0.34% of portfolio
3,427
Q1 2025 Reduced 0.06%
$113B
$1.73 Million 0.31% of portfolio
10,346
Q1 2025 Added 1.72%
$280B
$1.75 Million 0.31% of portfolio
28,338
Q1 2025 Added 1.08%
$229B
$1.66 Million 0.3% of portfolio
361
Q1 2025 Reduced 3.99%
$738B
$1.53 Million 0.27% of portfolio
1,856
Q1 2025 Added 78.46%
$439B
$1.52 Million 0.27% of portfolio
9,154
Q1 2025 Reduced 10.11%
$177B
$1.49 Million 0.26% of portfolio
7,643
Q1 2025 Added 4.1%
$267B
$1.33 Million 0.24% of portfolio
2,533
Q1 2025 Added 0.2%
$118B
$1.25 Million 0.22% of portfolio
11,903
Q1 2025 Reduced 2.76%
$301B
$1.16 Million 0.21% of portfolio
16,172
Q1 2025 Reduced 2.21%
$1.05T
$1.08 Million 0.19% of portfolio
4,182
Q1 2025 Reduced 0.24%
$50.8B
$1.03 Million 0.18% of portfolio
19,200
Q4 2024 Added 1.05%
$145B
$1.02 Million 0.18% of portfolio
3,619
Q1 2025 Added 2.09%
$417B
$1.02 Million 0.18% of portfolio
1,079
Q1 2025 Added 2.08%
$68.2B
$991,000 0.18% of portfolio
29,056
Q1 2025 Reduced 8.5%
$195B
$979,000 0.17% of portfolio
34,638
Q1 2025 Added 11.93%
$116B
$851,000 0.15% of portfolio
2,820
Q1 2025 Reduced 5.59%
$227B
$847,000 0.15% of portfolio
3,149
Q1 2025 Reduced 7.65%
$141B
$844,000 0.15% of portfolio
3,573
Q1 2025 Added 2.41%
$0
$809,000 0.14% of portfolio
59,314
Q1 2025 Added 2.04%
$294B
$784,000 0.14% of portfolio
4,688
Q1 2025 Reduced 6.35%
$39.2B
$737,000 0.13% of portfolio
5,959
Q1 2025 Reduced 18.81%
$221B
$728,000 0.13% of portfolio
7,385
Q1 2025 Reduced 8.23%
$108B
$658,000 0.12% of portfolio
1,475
Q1 2025 Reduced 16.95%
$383B
$687,000 0.12% of portfolio
16,464
Q1 2025 Reduced 46.04%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $562 Million
  • Prior Value $559 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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