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
$256B
$670,000 0.12% of portfolio
4,227
Q1 2025 Reduced 10.97%
$91.5B
$659,000 0.12% of portfolio
14,894
Q1 2025 Reduced 10.39%
$251B
$667,000 0.12% of portfolio
5,989
Q1 2025 Reduced 9.52%
$331B
$693,000 0.12% of portfolio
3,311
Q1 2025 Added 3.57%
$313B
$647,000 0.12% of portfolio
9,022
Q1 2025 Reduced 1.66%
$26.4B
$602,000 0.11% of portfolio
6,103
Q1 2025 Reduced 3.68%
$16.3B
$611,000 0.11% of portfolio
7,513
Q1 2025 Reduced 13.12%
$26.6B
$593,000 0.11% of portfolio
1,606
Q1 2025 Reduced 3.72%
$293B
$612,000 0.11% of portfolio
7,262
Q1 2025 Added 4.72%
$0
$597,000 0.11% of portfolio
32,335
Q1 2025 Added 0.68%
$141B
$641,000 0.11% of portfolio
25,334
Q1 2025 Reduced 11.81%
$28.8B
$646,000 0.11% of portfolio
3,845
Q1 2025 New
$164B
$635,000 0.11% of portfolio
2,040
Q1 2025 Reduced 5.12%
$177B
$621,000 0.11% of portfolio
4,049
Q1 2025 Reduced 11.4%
$107B
$596,000 0.11% of portfolio
9,943
Q1 2025 Reduced 0.87%
$182B
$548,000 0.1% of portfolio
7,733
Q1 2025 Reduced 0.03%
$11B
$559,000 0.1% of portfolio
7,913
Q1 2025 New
$39.2B
$563,000 0.1% of portfolio
2,519
Q1 2025 Reduced 2.97%
$22.4B
$536,000 0.1% of portfolio
17,321
Q1 2025 New
$26.1B
$558,000 0.1% of portfolio
5,567
Q1 2025 New
$22.8B
$514,000 0.09% of portfolio
5,858
Q1 2025 Reduced 3.57%
$7.44B
$492,000 0.09% of portfolio
5,311
Q1 2025 New
$180B
$494,000 0.09% of portfolio
10,893
Q1 2025 Added 13.71%
$79.5B
$495,000 0.09% of portfolio
3,960
Q1 2025 Reduced 10.95%
$63.9B
$507,000 0.09% of portfolio
8,005
Q1 2025 Reduced 1.31%
$985M
$499,000 0.09% of portfolio
30,072
Q1 2025 Reduced 4.53%
$220B
$507,000 0.09% of portfolio
1,624
Q1 2025 Reduced 15.2%
$60.6B
$432,000 0.08% of portfolio
15,147
Q1 2025 Reduced 0.16%
$3.93B
$445,000 0.08% of portfolio
21,000
Q1 2025 Reduced 22.16%
$138B
$416,000 0.07% of portfolio
3,716
Q1 2025 Reduced 12.87%
$0
$408,000 0.07% of portfolio
19,503
Q1 2025 Added 0.26%
$93B
$404,000 0.07% of portfolio
3,315
Q1 2025 Reduced 15.07%
$530B
$402,000 0.07% of portfolio
432
Q1 2025 Added 13.09%
$60.3B
$405,000 0.07% of portfolio
1,665
Q1 2025 Reduced 4.97%
$173B
$344,000 0.06% of portfolio
4,396
Q1 2025 Reduced 17.13%
$642B
$359,000 0.06% of portfolio
2,571
Q1 2025 Added 3.92%
$0
$346,000 0.06% of portfolio
73,410
Q1 2025 Added 2.09%
$10.9B
$338,000 0.06% of portfolio
2,979
Q1 2025 Reduced 15.49%
$95.4B
$352,000 0.06% of portfolio
15,536
Q1 2025 Added 12.73%
$111B
$364,000 0.06% of portfolio
3,711
Q1 2025 Added 20.06%
$0
$362,000 0.06% of portfolio
18,332
Q4 2024 Added 68.8%
$60.7B
$304,000 0.05% of portfolio
2,462
Q1 2025 Added 1.03%
$219B
$283,000 0.05% of portfolio
2,142
Q1 2025 Reduced 6.99%
$1.22T
$284,000 0.05% of portfolio
1,711
Q1 2025 Reduced 2.23%
$5.17B
$253,000 0.05% of portfolio
26,511
Q1 2025 Added 8.04%
$53.5B
$271,000 0.05% of portfolio
14,620
Q1 2025 Added 0.32%
$155B
$290,000 0.05% of portfolio
7,862
Q1 2025 Reduced 17.82%
$220B
$292,000 0.05% of portfolio
2,207
Q1 2025 Added 6.36%
$6.09B
$269,000 0.05% of portfolio
9,541
Q1 2025 Reduced 32.94%

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
Track This Portfolio

Track Cfo4 Life Group, LLC Portfolio

Follow Cfo4 Life Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfo4 Life Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfo4 Life Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email