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
$55.5B
$271,000 0.05% of portfolio
14,620
Q1 2025 Added 0.32%
$157B
$290,000 0.05% of portfolio
7,862
Q1 2025 Reduced 17.82%
$235B
$292,000 0.05% of portfolio
2,207
Q1 2025 Added 6.36%
$0
$254,000 0.05% of portfolio
4,268
Q1 2025 Added 0.35%
$0
$261,000 0.05% of portfolio
824
Q4 2023 New
$0
$255,000 0.05% of portfolio
1,900
Q1 2025 Reduced 5.19%
$5.86B
$269,000 0.05% of portfolio
9,541
Q1 2025 Reduced 32.94%
$4.96B
$292,000 0.05% of portfolio
13,097
Q1 2025 Reduced 0.16%
$106B
$284,000 0.05% of portfolio
4,672
Q1 2025 Added 7.4%
$264B
$265,000 0.05% of portfolio
1,326
Q1 2025 New
$99.9B
$292,000 0.05% of portfolio
1,342
Q1 2025 Added 8.66%
$5.27B
$299,000 0.05% of portfolio
22,336
Q1 2025 Added 60.85%
$0
$297,000 0.05% of portfolio
6,221
Q4 2024 Reduced 39.53%
$0
$308,000 0.05% of portfolio
7,117
Q1 2025 Reduced 23.67%
$0
$229,000 0.04% of portfolio
38,800
Q4 2024 Added 8.38%
$97.2B
$219,000 0.04% of portfolio
2,392
Q1 2025 New
$0
$245,000 0.04% of portfolio
2,950
Q1 2025 Reduced 0.34%
$50.9B
$208,000 0.04% of portfolio
1,580
Q1 2025 New
$62.5B
$220,000 0.04% of portfolio
749
Q1 2025 Reduced 26.71%
$68.6B
$224,000 0.04% of portfolio
1,913
Q1 2025 New
$0
$207,000 0.04% of portfolio
24,086
Q1 2025 Added 2.13%
$129B
$241,000 0.04% of portfolio
1,418
Q1 2025 Added 1.72%
$38.4B
$241,000 0.04% of portfolio
1,306
Q1 2025 Added 1.01%
$22.6B
$214,000 0.04% of portfolio
1,044
Q1 2025 New
$0
$217,000 0.04% of portfolio
845
Q2 2024 Reduced 4.95%
$0
$246,000 0.04% of portfolio
14,712
Q1 2025 New
$147B
$206,000 0.04% of portfolio
1,009
Q1 2025 Reduced 1.56%
$918M
$202,000 0.04% of portfolio
12,000
Q2 2023 New
$0
$242,000 0.04% of portfolio
1,175
Q1 2025 Added 6.82%
$206B
$251,000 0.04% of portfolio
2,797
Q1 2025 Added 6.35%
$215B
$229,000 0.04% of portfolio
373
Q1 2025 Added 8.12%
$187B
$215,000 0.04% of portfolio
436
Q1 2025 Added 4.81%
$0
$215,000 0.04% of portfolio
6,451
Q1 2025 Added 0.8%
$3.61B
$203,000 0.04% of portfolio
9,517
Q1 2025 Reduced 8.08%
$121B
$203,000 0.04% of portfolio
300
Q1 2025 New
$0
$227,000 0.04% of portfolio
3,961
Q1 2025 Added 0.03%
$0
$252,000 0.04% of portfolio
17,458
Q4 2024 Added 54.43%
$0
$239,000 0.04% of portfolio
4,622
Q1 2025 Reduced 36.95%
$101B
$226,000 0.04% of portfolio
336
Q1 2025 New
$117B
$218,000 0.04% of portfolio
2,430
Q1 2025 Reduced 28.59%
$248B
$201,000 0.04% of portfolio
811
Q1 2025 New
$210B
$245,000 0.04% of portfolio
450
Q1 2025 Reduced 30.77%
$78.3B
$250,000 0.04% of portfolio
1,036
Q1 2025 Reduced 3.45%
$0
$212,000 0.04% of portfolio
5,876
Q1 2025 New
$268B
$232,000 0.04% of portfolio
866
Q1 2025 Added 12.18%
$2.6B
$184,000 0.03% of portfolio
12,176
Q1 2025 Added 2.14%
$0
$190,000 0.03% of portfolio
23,475
Q4 2024 Added 29.88%
$7.17B
$195,000 0.03% of portfolio
17,720
Q1 2025 Added 1.83%
$69.5B
$100,000 0.02% of portfolio
26,356
Q1 2025 Reduced 27.61%

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