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
$157B
$635,000 0.11% of portfolio
2,040
Q1 2025 Reduced 5.12%
$179B
$621,000 0.11% of portfolio
4,049
Q1 2025 Reduced 11.4%
$105B
$596,000 0.11% of portfolio
9,943
Q1 2025 Reduced 0.87%
$0
$579,000 0.1% of portfolio
2,907
Q1 2025 Reduced 32.61%
$151B
$548,000 0.1% of portfolio
7,733
Q1 2025 Reduced 0.03%
$0
$585,000 0.1% of portfolio
1,579
Q1 2025 Reduced 12.08%
$15.3B
$560,000 0.1% of portfolio
8,607
Q1 2025 New
$10.7B
$559,000 0.1% of portfolio
7,913
Q1 2025 New
$36.2B
$563,000 0.1% of portfolio
2,519
Q1 2025 Reduced 2.97%
$20.6B
$536,000 0.1% of portfolio
17,321
Q1 2025 New
$24.7B
$558,000 0.1% of portfolio
5,567
Q1 2025 New
$22.3B
$514,000 0.09% of portfolio
5,858
Q1 2025 Reduced 3.57%
$0
$481,000 0.09% of portfolio
6,440
Q1 2025 Added 0.09%
$6.85B
$492,000 0.09% of portfolio
5,311
Q1 2025 New
$185B
$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%
$997M
$499,000 0.09% of portfolio
30,072
Q1 2025 Reduced 4.53%
$221B
$507,000 0.09% of portfolio
1,624
Q1 2025 Reduced 15.2%
$106B
$461,000 0.08% of portfolio
1,602
Q1 2025 Added 12.26%
$61.5B
$432,000 0.08% of portfolio
15,147
Q1 2025 Reduced 0.16%
$0
$461,000 0.08% of portfolio
6,289
Q1 2025 Reduced 27.47%
$4.1B
$445,000 0.08% of portfolio
21,000
Q1 2025 Reduced 22.16%
$0
$423,000 0.08% of portfolio
4,279
Q1 2025 Reduced 2.77%
$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%
$0
$402,000 0.07% of portfolio
4,685
Q4 2024 Added 0.6%
$89.6B
$404,000 0.07% of portfolio
3,315
Q1 2025 Reduced 15.07%
$0
$408,000 0.07% of portfolio
6,152
Q4 2022 Added 15.53%
$536B
$402,000 0.07% of portfolio
432
Q1 2025 Added 13.09%
$59.3B
$405,000 0.07% of portfolio
1,665
Q1 2025 Reduced 4.97%
$160B
$344,000 0.06% of portfolio
4,396
Q1 2025 Reduced 17.13%
$479B
$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%
$10.6B
$338,000 0.06% of portfolio
2,979
Q1 2025 Reduced 15.49%
$90.7B
$352,000 0.06% of portfolio
15,536
Q1 2025 Added 12.73%
$99.4B
$364,000 0.06% of portfolio
3,711
Q1 2025 Added 20.06%
$0
$321,000 0.06% of portfolio
16,888
Q1 2025 Reduced 54.47%
$0
$320,000 0.06% of portfolio
1,848
Q1 2025 Reduced 3.9%
$0
$316,000 0.06% of portfolio
5,905
Q1 2025 Reduced 21.59%
$0
$362,000 0.06% of portfolio
18,332
Q4 2024 Added 68.8%
$0
$330,000 0.06% of portfolio
2,851
Q1 2025 Added 4.39%
$0
$348,000 0.06% of portfolio
7,935
Q1 2023 Reduced 4.27%
$57.1B
$304,000 0.05% of portfolio
2,462
Q1 2025 Added 1.03%
$0
$288,000 0.05% of portfolio
1,584
Q1 2025 Added 6.88%
$0
$293,000 0.05% of portfolio
4,734
Q1 2025 Added 0.57%
$204B
$283,000 0.05% of portfolio
2,142
Q1 2025 Reduced 6.99%
$0
$307,000 0.05% of portfolio
13,946
Q1 2025 Reduced 24.21%
$1.1T
$284,000 0.05% of portfolio
1,711
Q1 2025 Reduced 2.23%
$5.08B
$253,000 0.05% of portfolio
26,511
Q1 2025 Added 8.04%

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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