CFO4Life Group, LLC

13F filer, CIK 1706351, COPPELL, TX

CFO4Life Group, LLC reported $564,987,373 across 220 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 51.06% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001765380-24-000432

Period: 2024-09-30
Reported value: $565M
Holdings: 220
Top 10 weight: 51.06%
New: 25
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
WMTadded	+124,477	$10.1M
RDDTnew	+34,219	$2.26M
AVGOadded	+9,798	$1.69M
QQQnew	+3,258	$1.59M
SLBnew	+16,829	$706K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DARreduced	-117,781	-$4.38M
INVESCO QQQ TRexited	-3,245	-$1.55M
JEPIreduced	-19,930	-$1.19M
LAM RESEARCH CORPexited	-1,074	-$1.14M
AAPLreduced	-3,816	-$889K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001765380-24-000432, largest first. % of portfolio is the value over $564,987,373, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	87,584	$46.2M	8.18%	-164	Timeline
UPSUNITED PARCEL SVCS INC	320,047	$43.6M	7.72%	-1,168	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	554,282	$33M	5.84%	-19,930	Timeline
QUALISHARES TR	173,786	$31.2M	5.52%	-2,371	Timeline
AAPLAPPLE INC	127,892	$29.8M	5.27%	-3,816	Timeline
VLUEISHARES TR	261,308	$28.5M	5.04%	-960	Timeline
MTUMISHARES TR	122,171	$24.8M	4.38%	-1,225	Timeline
IEIISHARES TR	161,816	$19.4M	3.43%	+2,696	Timeline
MSFTMICROSOFT CORP	40,309	$17.3M	3.07%	+71	Timeline
WMTWALMART INC	182,155	$14.7M	2.6%	+124,477	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	230,253	$11.8M	2.09%	-10,608	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	224,308	$11.4M	2.02%	-14,166	Timeline
IJRISHARES TR	95,539	$11.2M	1.98%	+744	Timeline
AMZNAMAZON COM INC	57,993	$10.8M	1.91%	+3,203	Timeline
HDHOME DEPOT INC	23,082	$9.35M	1.66%	+13	Timeline
DARDARLING INGREDIENTS INC	244,025	$9.07M	1.6%	-117,781	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	191,006	$8.64M	1.53%	+1,443	Timeline
VVISA INC	28,759	$7.91M	1.4%	-472	Timeline
VTIVANGUARD INDEX FDS	26,487	$7.5M	1.33%	+18	Timeline
IUSBISHARES TR	149,756	$7.06M	1.25%	+7,284	Timeline
GSLCGOLDMAN SACHS ETF TR	58,550	$6.61M	1.17%	+853	Timeline
MAMASTERCARD INCORPORATED	13,149	$6.49M	1.15%	+13	Timeline
WMWASTE MGMT INC DEL	27,910	$5.79M	1.03%	-123	Timeline
IXUSISHARES TR	74,716	$5.43M	0.96%	+1,763	Timeline
GOOGALPHABET INC	27,986	$4.68M	0.83%	-54	Timeline
GSIEGOLDMAN SACHS ETF TR	127,325	$4.61M	0.82%	+2,586	Timeline
GOOGLALPHABET INC	26,565	$4.41M	0.78%	+17	Timeline
METAMETA PLATFORMS INC	7,246	$4.15M	0.73%	+41	Timeline
NVDANVIDIA CORPORATION	34,118	$4.14M	0.73%	+2,928	Timeline
VWOVANGUARD INTL EQUITY INDEX F	73,547	$3.52M	0.62%	-187	Timeline
CSXCSX CORP	94,855	$3.28M	0.58%	-242	Timeline
PGPROCTER & GAMBLE CO	18,537	$3.21M	0.57%	+24	Timeline
BLACKROCK INCBLACKROCK INC	3,203	$3.04M	0.54%	-58
XOMEXXON MOBIL CORP	25,176	$2.95M	0.52%	+348	Timeline
BNDVANGUARD BD INDEX FDS	36,186	$2.72M	0.48%	+454	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	52,945	$2.69M	0.48%	-5,296	Timeline
PEPPEPSICO INC	14,407	$2.45M	0.43%	-105	Timeline
RDDTREDDIT INC	34,219	$2.26M	0.4%	new	Timeline
PBPROSPERITY BANCSHARES INC	30,248	$2.18M	0.39%	+21	Timeline
JPMJPMORGAN CHASE & CO	10,062	$2.12M	0.38%	+118	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,697	$2.12M	0.38%	+1	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,527	$2.08M	0.37%	-27	Timeline
LIILENNOX INTL INC	3,422	$2.07M	0.37%	+3	Timeline
BXSLBLACKSTONE SECD LENDING FD	67,418	$1.97M	0.35%	-18,505	Timeline
AVGOBROADCOM INC	10,996	$1.9M	0.34%	+9,798	Timeline
JNJJOHNSON & JOHNSON	10,131	$1.64M	0.29%	+187	Timeline
BKNGBOOKING HOLDINGS INC	384	$1.62M	0.29%	-2	Timeline
QQQINVESCO QQQ TR	3,258	$1.59M	0.28%	new	Timeline
UNHUNITEDHEALTH GROUP INC	2,571	$1.5M	0.27%	+80	Timeline
CSCOCISCO SYS INC	27,750	$1.48M	0.26%	+197	Timeline
IUSVISHARES TR	15,423	$1.47M	0.26%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	27,766	$1.47M	0.26%	+302	Timeline
TXNTEXAS INSTRS INC	6,657	$1.38M	0.24%	+208	Timeline
APPAPPLOVIN CORP	10,093	$1.32M	0.23%	-299	Timeline
COPCONOCOPHILLIPS	12,174	$1.28M	0.23%	+13	Timeline
FBNDFIDELITY MERRIMACK STR TR	26,322	$1.23M	0.22%	+222	Timeline
BACBANK OF AMER CORP	30,992	$1.23M	0.22%	+15,660	Timeline
BONDPIMCO ETF TR	12,893	$1.22M	0.22%	-92	Timeline
TMUST-MOBILE US INC	5,878	$1.21M	0.21%	+5	Timeline
USMVISHARES TR	12,975	$1.18M	0.21%	-278	Timeline
KOCOCA COLA CO	16,145	$1.16M	0.21%	+121	Timeline
DIVOAMPLIFY ETF TR	27,718	$1.14M	0.2%	+3,446	Timeline
AMATAPPLIED MATLS INC	5,462	$1.1M	0.2%	-114	Timeline
TSLATESLA INC	4,118	$1.08M	0.19%	-63	Timeline
TFLOISHARES TR	21,046	$1.06M	0.19%	+2,705	Timeline
LMTLOCKHEED MARTIN CORP	1,735	$1.01M	0.18%	+28	Timeline
DELLDELL TECHNOLOGIES INC	8,480	$1.01M	0.18%	-397	Timeline
VTEBVANGUARD MUN BD FDS	19,456	$995K	0.18%	+2	Timeline
IEMGISHARES INC	17,266	$991K	0.18%	+790	Timeline
IVVISHARES TR	1,707	$985K	0.17%	+744	Timeline
IWMISHARES TR	4,314	$953K	0.17%	0	Timeline
PHPARKER-HANNIFIN CORP	1,492	$942K	0.17%	-237	Timeline
PGRPROGRESSIVE CORP	3,705	$940K	0.17%	+2,652	Timeline
EPDENTERPRISE PRODS PARTNERS L	31,529	$918K	0.16%	+151	Timeline
AXPAMERICAN EXPRESS CO	3,371	$914K	0.16%	-283	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,009	$894K	0.16%	+62	Timeline
LLYELI LILLY & CO	1,006	$891K	0.16%	+21	Timeline
HIGHARTFORD INSURANCE GROUP INC	7,392	$869K	0.15%	-408	Timeline
CBCHUBB LIMITED	3,010	$868K	0.15%	-86	Timeline
NEENEXTERA ENERGY INC	10,130	$856K	0.15%	+168	Timeline
UNPUNION PAC CORP	3,456	$852K	0.15%	+56	Timeline
MPLXMPLX LP	19,000	$845K	0.15%	0	Timeline
ETBEATON VANCE TAX MNGED BUY WR	57,044	$823K	0.15%	+1,121	Timeline
FISVFISERV INC	4,545	$817K	0.14%	-573	Timeline
PFEPFIZER INC	28,111	$814K	0.14%	+863	Timeline
MMINNYLIM ACTIVE ETF TR	32,515	$799K	0.14%	+278	Timeline
NTAPNETAPP INC	6,274	$775K	0.14%	-518	Timeline
PFFDGLOBAL X FDS	37,095	$771K	0.14%	0	Timeline
QCOMQUALCOMM INC	4,526	$770K	0.14%	-51	Timeline
MUBISHARES TR	7,074	$768K	0.14%	+1,162	Timeline
MLNVANECK ETF TRUST	41,630	$762K	0.13%	0	Timeline
IWFISHARES TR	2,008	$754K	0.13%	+567	Timeline
CITHE CIGNA GROUP	2,158	$748K	0.13%	-24	Timeline
EMEEMCOR GROUP INC	1,674	$721K	0.13%	+48	Timeline
NVSNOVARTIS AG	6,240	$718K	0.13%	+908	Timeline
CVXCHEVRON CORPORATION	4,846	$714K	0.13%	-3,388	Timeline
SLBSLB LIMITED	16,829	$706K	0.12%	new	Timeline
AMGNAMGEN INC	2,144	$691K	0.12%	+50	Timeline
IEFAISHARES TR	8,799	$687K	0.12%	+1,589	Timeline
CARRCARRIER GLOBAL CORPORATION	8,471	$682K	0.12%	+76	Timeline
UHSUNIVERSAL HLTH SVCS INC	2,970	$680K	0.12%	new	Timeline
ENBENBRIDGE INC	16,620	$675K	0.12%	-137	Timeline
TAT&T INC	30,300	$667K	0.12%	+774	Timeline
LDOSLEIDOS HOLDINGS INC	3,993	$651K	0.12%	new	Timeline
FSKFS KKR CAP CORP	32,844	$648K	0.11%	+862	Timeline
VUGVANGUARD INDEX FDS	1,670	$641K	0.11%	+3	Timeline
CIIBLACKROCK ENHANCED LARGE CAP	31,947	$629K	0.11%	+150	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,178	$613K	0.11%	-21	Timeline
ABBVABBVIE INC	2,985	$589K	0.1%	+100	Timeline
MCDMCDONALDS CORP	1,904	$580K	0.1%	+80	Timeline
ITOTISHARES TR	4,600	$578K	0.1%	0	Timeline
PMPHILIP MORRIS INTL INC	4,657	$565K	0.1%	+66	Timeline
IRTINDEPENDENCE RLTY TR INC	26,865	$551K	0.1%	-3,094	Timeline
DYNFBLACKROCK ETF TRUST	10,787	$534K	0.09%	new	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	21,224	$533K	0.09%	-197	Timeline
AGGISHARES TR	5,189	$525K	0.09%	+808	Timeline
SCHXSCHWAB STRATEGIC TR	7,519	$510K	0.09%	+1,285	Timeline
BCSFBAIN CAP SPECIALTY FIN INC	30,730	$510K	0.09%	+741	Timeline
FMHIFIRST TR EXCH TRADED FD III	10,288	$508K	0.09%	0	Timeline
MOALTRIA GROUP INC	9,886	$505K	0.09%	+243	Timeline
INDEPENDENT BANK GROUP INCINDEPENDENT BANK GROUP INC	8,654	$499K	0.09%	+60
LAMRLAMAR ADVERTISING CO	3,590	$480K	0.08%	-57	Timeline
FDXFEDEX CORP	1,740	$476K	0.08%	+7	Timeline
CCITIGROUP INC	7,590	$475K	0.08%	+175	Timeline
SPLVINVESCO EXCH TRADED FD TR II	6,428	$461K	0.08%	+7	Timeline
MOATVANECK ETF TRUST	4,657	$451K	0.08%	-190	Timeline
VZVERIZON COMMUNICATIONS INC	9,964	$447K	0.08%	+1	Timeline
DUKDUKE ENERGY CORP NEW	3,745	$432K	0.08%	-68	Timeline
CMCSACOMCAST CORP NEW	10,287	$430K	0.08%	+1,188	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	6,152	$414K	0.07%	0	Timeline
ORCLORACLE CORP	2,377	$405K	0.07%	+18	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	7,276	$400K	0.07%	-130	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,190	$392K	0.07%	+8	Timeline
DBEFDBX ETF TR	9,290	$390K	0.07%	0	Timeline
HOMBHOME BANCSHARES INC	14,188	$384K	0.07%	-14,148	Timeline
OXFORD LANE CAP CORPOXFORD LANE CAP CORP	71,910	$377K	0.07%	+13,590
NFLXNETFLIX INC.	529	$375K	0.07%	+179	Timeline
GLDSPDR GOLD TR	1,513	$368K	0.07%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	5,576	$361K	0.06%	+1,072	Timeline
AOMISHARES TR	7,935	$358K	0.06%	0	Timeline
GILDGILEAD SCIENCES INC	4,153	$348K	0.06%	-1,749	Timeline
WFCWELLS FARGO & CO	6,132	$346K	0.06%	-212	Timeline
BBVABANCO BILBAO VIZCAYA ARGENTA	31,861	$345K	0.06%	new	Timeline
KRGKITE REALTY GROUP TRUST	12,934	$344K	0.06%	+133	Timeline
DISDISNEY WALT CO	3,548	$341K	0.06%	+507	Timeline
VTVANGUARD INTL EQUITY INDEX F	2,829	$339K	0.06%	+25	Timeline
INTCINTEL CORP	14,308	$336K	0.06%	-681	Timeline
GSKGSK PLC	8,136	$333K	0.06%	+1,842	Timeline
KMIKINDER MORGAN INC DEL	14,908	$329K	0.06%	+226	Timeline
PSXPHILLIPS 66	2,490	$327K	0.06%	+38	Timeline
CATCATERPILLAR INC	817	$320K	0.06%	-73	Timeline
MRKMERCK & CO INC	2,809	$319K	0.06%	-75	Timeline
PTLNORTHERN LTS FD TR IV	1,486	$317K	0.06%	0	Timeline
VOVANGUARD INDEX FDS	1,199	$316K	0.06%	new	Timeline
EIXEDISON INTL	3,631	$316K	0.06%	-94	Timeline
MDTMEDTRONIC PLC	3,498	$315K	0.06%	+23	Timeline
VXUSVANGUARD STAR FDS	4,839	$313K	0.06%	+40	Timeline
FISFIDELITY NATL INFORMATION SV	3,728	$312K	0.06%	-290	Timeline
GSGOLDMAN SACHS GROUP INC	628	$311K	0.06%	-97	Timeline
DVYISHARES TR	2,284	$308K	0.05%	+84	Timeline
SBUXSTARBUCKS CORP	3,010	$293K	0.05%	+394	Timeline
APDAIR PRODUCTS AND CHEMICALS I	984	$293K	0.05%	+112	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,477	$293K	0.05%	+2	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,636	$284K	0.05%	new	Timeline
AMTAMERICAN TOWER CORP	1,206	$280K	0.05%	+16	Timeline
DHRDANAHER CORP DEL	1,007	$280K	0.05%	+33	Timeline
FVALFIDELITY COVINGTON TRUST	4,605	$279K	0.05%	-76	Timeline
RTXRTX CORPORATION	2,295	$278K	0.05%	new	Timeline
CORCENCORA INC	1,206	$271K	0.05%	new	Timeline
IJKISHARES TR	2,950	$271K	0.05%	0	Timeline
IWVISHARES TR	824	$269K	0.05%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	7,017	$261K	0.05%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	414	$256K	0.05%	-2	Timeline
FNDFSCHWAB STRATEGIC TR	6,764	$253K	0.04%	new	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	29,219	$253K	0.04%	+449	Timeline
XLKSELECT SECTOR SPDR TR	1,100	$248K	0.04%	-585	Timeline
LINLINDE PLC	518	$247K	0.04%	+15	Timeline
VBVANGUARD INDEX FDS	1,035	$246K	0.04%	new	Timeline
XFLTXAI OCTAGON FLOATING RATE & AL	35,800	$244K	0.04%	0	Timeline
XTISHARES TR	3,946	$240K	0.04%	0	Timeline
OREALTY INCOME CORP	3,703	$235K	0.04%	new	Timeline
ETENERGY TRANSFER L P	14,567	$234K	0.04%	+129	Timeline
TFCTRUIST FINL CORP	5,408	$231K	0.04%	+33	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,388	$227K	0.04%	new	Timeline
GPIQGOLDMAN SACHS ETF TR	4,734	$227K	0.04%	new	Timeline
TGTTARGET CORP	1,443	$225K	0.04%	-146	Timeline
PDNINVESCO EXCH TRADED FD TR II	6,335	$223K	0.04%	+45	Timeline
VVVANGUARD INDEX FDS	845	$222K	0.04%	0	Timeline
AALAMERICAN AIRLINES GROUP INC	19,779	$222K	0.04%	+62	Timeline
DHID R HORTON INC	1,164	$222K	0.04%	new	Timeline
KLACKLA CORP	285	$221K	0.04%	+11	Timeline
PDIPIMCO DYNAMIC INCOME FD	10,860	$220K	0.04%	+860	Timeline
DIASTATE STR SPDR DOW JONES IND	518	$219K	0.04%	new	Timeline
ABTABBOTT LABORATORIES	1,882	$215K	0.04%	new	Timeline
GEGE AEROSPACE	1,122	$212K	0.04%	new	Timeline
ADBEADOBE INC	403	$209K	0.04%	+2	Timeline
BABOEING CO	1,368	$208K	0.04%	-21	Timeline
CTASCINTAS CORP	1,010	$208K	0.04%	new	Timeline
MSTRSTRATEGY INC	1,230	$207K	0.04%	new	Timeline
HONHONEYWELL INTL INC	991	$205K	0.04%	-79	Timeline
SACHSACHEM CAP CORP	79,840	$201K	0.04%	+20,000	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	13,793	$201K	0.04%	-3,526	Timeline
OMCOMNICOM GROUP INC	1,942	$201K	0.04%	new	Timeline
XHRXENIA HOTELS & RESORTS INC	13,146	$194K	0.03%	+72	Timeline
PAGPPLAINS GP HLDGS L P	10,181	$188K	0.03%	+168	Timeline
SLRCSLR INVESTMENT CORP	12,000	$181K	0.03%	0	Timeline
ECCEAGLE POINT CR CO	18,075	$178K	0.03%	+2,685	Timeline
GBDCGOLUB CAP BDC INC	11,646	$176K	0.03%	+246	Timeline
GSBDGOLDMAN SACHS BDC INC	12,338	$170K	0.03%	+321	Timeline
PTYPIMCO CORPORATE & INCOME OPP	11,305	$163K	0.03%	0	Timeline
AGNCAGNC INVT CORP	14,731	$154K	0.03%	+68	Timeline
CUSHMAN WAKEFIELD PLCCUSHMAN WAKEFIELD PLC	10,305	$140K	0.02%	0
ETWEATON VANCE TAX-MANAGED GLOB	15,550	$135K	0.02%	+301	Timeline
CORZWCORE SCIENTIFIC INC NEW	17,015	$114K	0.02%	0	Timeline
LYGLLOYDS BANKING GROUP PLC	36,407	$114K	0.02%	-3,271	Timeline
NWGNATWEST GROUP PLC	10,623	$99.4K	0.02%	new	Timeline
ACREARES COML REAL ESTATE CORP	14,000	$98K	0.02%	0	Timeline
TPVGTRIPLEPOINT VENTURE GROWTH B	13,610	$96.1K	0.02%	+2,110	Timeline
MPTMEDICAL PROPERTIES TRUST INC	14,031	$82.1K	0.01%	-1,616	Timeline
BRSPBRIGHTSPIRE CAPITAL INC	14,500	$81.2K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
INVESCO QQQ TRINVESCO QQQ TR	3,245	$1.55M	shares
LAM RESEARCH CORPLAM RESEARCH CORP	1,074	$1.14M	shares
VRTXVERTEX PHARMACEUTICALS INC	1,786	$837K	shares
SNXTD SYNNEX CORPORATION	5,923	$684K	shares
PCARPACCAR INC	6,131	$631K	shares
HYINWISDOMTREE TR	16,187	$299K	shares
NVONOVO-NORDISK A S	1,957	$279K	shares
CENCORA INCCENCORA INC	1,223	$276K	shares
Raytheon Technologies CorpRaytheon Technologies Corp	2,241	$225K	shares
EEMISHARES TR	4,816	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001765380-24-000432	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC