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 Market Cap. of $200 Billions or more