Cfo4 Life Group, LLC Portfolio Holdings
Cfo4 Life Group, LLC
- $604 Million
- Q2 2025
Cfo4 Life Group, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $604 Million distributed in 228 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 $82.3M, Blackrock ETF Tr U S Equity Fa with a value of $39.1M, Ishares Msci Usa Quality Facto with a value of $32.3M, United Parcel Service Inc with a value of $31.6M, and Ishares Tr with a value of $31.2M.
Examining the 13F form we can see an increase of $41.8M in the current position value, from $562M to 604M.
Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$604 Million
ETFs: $337 Million
Technology: $70.6 Million
Industrials: $48.6 Million
Financial Services: $43 Million
Consumer Defensive: $33.7 Million
Consumer Cyclical: $26.5 Million
Communication Services: $21.3 Million
Healthcare: $9.81 Million
Other: $12.4 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 228
- Current Value $604 Million
- Prior Value $562 Million
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks