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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$218B
$1.66 Million 0.3% of portfolio
361
Q1 2025 Reduced 3.99%
$767B
$1.53 Million 0.27% of portfolio
1,856
Q1 2025 Added 78.46%
$409B
$1.52 Million 0.27% of portfolio
9,154
Q1 2025 Reduced 10.11%
$0
$1.5 Million 0.27% of portfolio
3,202
Q1 2025 Reduced 1.81%
$177B
$1.49 Million 0.26% of portfolio
7,643
Q1 2025 Added 4.1%
$0
$1.42 Million 0.25% of portfolio
15,423
Q1 2024 Reduced 1.2%
$284B
$1.33 Million 0.24% of portfolio
2,533
Q1 2025 Added 0.2%
$116B
$1.25 Million 0.22% of portfolio
11,903
Q1 2025 Reduced 2.76%
$0
$1.24 Million 0.22% of portfolio
27,016
Q1 2025 Reduced 30.49%
$313B
$1.16 Million 0.21% of portfolio
16,172
Q1 2025 Reduced 2.21%
$0
$1.19 Million 0.21% of portfolio
23,578
Q1 2025 Added 4.07%
$0
$1.19 Million 0.21% of portfolio
29,109
Q1 2025 Added 1.15%
$0
$1.14 Million 0.2% of portfolio
12,202
Q1 2025 Reduced 2.63%
$0
$1.09 Million 0.19% of portfolio
34,692
Q1 2025 New
$1.03T
$1.08 Million 0.19% of portfolio
4,182
Q1 2025 Reduced 0.24%
$51.2B
$1.03 Million 0.18% of portfolio
19,200
Q4 2024 Added 1.05%
$0
$1 Million 0.18% of portfolio
19,765
Q1 2025 Reduced 9.67%
$446B
$1.02 Million 0.18% of portfolio
1,079
Q1 2025 Added 2.08%
$69.5B
$991,000 0.18% of portfolio
29,056
Q1 2025 Reduced 8.5%
$0
$931,000 0.17% of portfolio
10,073
Q1 2025 Reduced 7.55%
$0
$976,000 0.17% of portfolio
1,738
Q1 2025 Added 2.6%
$203B
$979,000 0.17% of portfolio
34,638
Q1 2025 Added 11.93%
$0
$930,000 0.17% of portfolio
18,755
Q1 2025 Reduced 6.92%
$119B
$851,000 0.15% of portfolio
2,820
Q1 2025 Reduced 5.59%
$224B
$847,000 0.15% of portfolio
3,149
Q1 2025 Reduced 7.65%
$139B
$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%
$281B
$784,000 0.14% of portfolio
4,688
Q1 2025 Reduced 6.35%
$0
$723,000 0.13% of portfolio
41,630
Q1 2024 Reduced 12.32%
$39.7B
$737,000 0.13% of portfolio
5,959
Q1 2025 Reduced 18.81%
$216B
$728,000 0.13% of portfolio
7,385
Q1 2025 Reduced 8.23%
$125B
$658,000 0.12% of portfolio
1,475
Q1 2025 Reduced 16.95%
$362B
$687,000 0.12% of portfolio
16,464
Q1 2025 Reduced 46.04%
$0
$671,000 0.12% of portfolio
1,860
Q1 2025 Reduced 9.14%
$278B
$670,000 0.12% of portfolio
4,227
Q1 2025 Reduced 10.97%
$92.8B
$659,000 0.12% of portfolio
14,894
Q1 2025 Reduced 10.39%
$255B
$667,000 0.12% of portfolio
5,989
Q1 2025 Reduced 9.52%
$335B
$693,000 0.12% of portfolio
3,311
Q1 2025 Added 3.57%
$0
$695,000 0.12% of portfolio
29,421
Q1 2025 Added 0.84%
$286B
$647,000 0.12% of portfolio
9,022
Q1 2025 Reduced 1.66%
$22.9B
$602,000 0.11% of portfolio
6,103
Q1 2025 Reduced 3.68%
$0
$623,000 0.11% of portfolio
5,912
Q1 2025 Reduced 7.15%
$15.5B
$611,000 0.11% of portfolio
7,513
Q1 2025 Reduced 13.12%
$22.6B
$593,000 0.11% of portfolio
1,606
Q1 2025 Reduced 3.72%
$261B
$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%
$136B
$641,000 0.11% of portfolio
25,334
Q1 2025 Reduced 11.81%
$0
$592,000 0.11% of portfolio
4,854
Q1 2025 Added 5.52%
$26.5B
$646,000 0.11% of portfolio
3,845
Q1 2025 New

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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