CFO4Life Group, LLC

13F filer, CIK 1706351, COPPELL, TX

CFO4Life Group, LLC reported $569,216,286 across 219 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 50.86% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001765380-25-000070

Period: 2024-12-31
Reported value: $569M
Holdings: 219
Top 10 weight: 50.86%
New: 18
Sold out: 19

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VPLSnew	+50,416	$3.83M
FBNDadded	+82,525	$3.7M
HTRBnew	+110,323	$3.68M
BLKnew	+3,205	$3.29M
JEPIadded	+23,971	$1.38M

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
IUSBreduced	-110,890	-$5.01M
RDDTreduced	-28,907	-$4.72M
FIXDreduced	-77,382	-$3.33M
BLACKROCK INCexited	-3,203	-$3.04M
BNDreduced	-27,515	-$1.98M

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, Q4 2024

Share positions as resolved from 13F-HR 0001765380-25-000070, largest first. % of portfolio is the value over $569,216,286, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	87,097	$46.9M	8.24%	-487	Timeline
UPSUNITED PARCEL SVCS INC	316,288	$39.9M	7.01%	-3,759	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	578,253	$33.3M	5.84%	+23,971	Timeline
AAPLAPPLE INC	127,858	$32M	5.62%	-34	Timeline
QUALISHARES TR	177,928	$31.7M	5.57%	+4,142	Timeline
VLUEISHARES TR	267,485	$28.2M	4.96%	+6,177	Timeline
MTUMISHARES TR	123,597	$25.6M	4.49%	+1,426	Timeline
IEIISHARES TR	161,558	$18.7M	3.28%	-258	Timeline
MSFTMICROSOFT CORP	40,709	$17.2M	3.01%	+400	Timeline
WMTWALMART INC	177,763	$16.1M	2.82%	-4,392	Timeline
AMZNAMAZON COM INC	58,077	$12.7M	2.24%	+84	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	245,819	$12.3M	2.17%	+15,566	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	242,201	$12.3M	2.16%	+17,893	Timeline
IJRISHARES TR	94,125	$10.8M	1.91%	-1,414	Timeline
VVISA INC	28,787	$9.1M	1.6%	+28	Timeline
HDHOME DEPOT INC	23,077	$8.98M	1.58%	-5	Timeline
DARDARLING INGREDIENTS INC	237,030	$7.99M	1.4%	-6,995	Timeline
VTIVANGUARD INDEX FDS	26,350	$7.64M	1.34%	-137	Timeline
MAMASTERCARD INCORPORATED	13,244	$6.97M	1.23%	+95	Timeline
GSLCGOLDMAN SACHS ETF TR	55,577	$6.4M	1.12%	-2,973	Timeline
WMWASTE MGMT INC DEL	27,752	$5.6M	0.98%	-158	Timeline
IXUSISHARES TR	81,504	$5.39M	0.95%	+6,788	Timeline
GOOGALPHABET INC	28,144	$5.36M	0.94%	+158	Timeline
GOOGLALPHABET INC	27,049	$5.12M	0.9%	+484	Timeline
FBNDFIDELITY MERRIMACK STR TR	108,847	$4.88M	0.86%	+82,525	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	113,624	$4.88M	0.86%	-77,382	Timeline
NVDANVIDIA CORPORATION	35,432	$4.76M	0.84%	+1,314	Timeline
GSIEGOLDMAN SACHS ETF TR	140,086	$4.67M	0.82%	+12,761	Timeline
METAMETA PLATFORMS INC	7,325	$4.29M	0.75%	+79	Timeline
VPLSVANGUARD MALVERN FDS	50,416	$3.83M	0.67%	new	Timeline
HTRBHARTFORD FDS EXCHANGE TRADED	110,323	$3.68M	0.65%	new	Timeline
BLKBLACKROCK INC	3,205	$3.29M	0.58%	new	Timeline
VWOVANGUARD INTL EQUITY INDEX F	74,277	$3.27M	0.57%	+730	Timeline
PGPROCTER & GAMBLE CO	18,659	$3.13M	0.55%	+122	Timeline
CSXCSX CORP	94,640	$3.05M	0.54%	-215	Timeline
APPAPPLOVIN CORP	9,328	$3.02M	0.53%	-765	Timeline
XOMEXXON MOBIL CORP	25,945	$2.79M	0.49%	+769	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	51,366	$2.59M	0.45%	-1,579	Timeline
JPMJPMORGAN CHASE & CO	10,279	$2.46M	0.43%	+217	Timeline
AVGOBROADCOM INC	10,171	$2.36M	0.41%	-825	Timeline
PBPROSPERITY BANCSHARES INC	29,049	$2.19M	0.38%	-1,199	Timeline
PEPPEPSICO INC	14,284	$2.17M	0.38%	-123	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,691	$2.16M	0.38%	-6	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,636	$2.1M	0.37%	+109	Timeline
LIILENNOX INTL INC	3,429	$2.09M	0.37%	+7	Timeline
BXSLBLACKSTONE SECD LENDING FD	62,735	$2.03M	0.36%	-4,683	Timeline
TMUST-MOBILE US INC	9,132	$2.02M	0.35%	+3,254	Timeline
BKNGBOOKING HOLDINGS INC	376	$1.87M	0.33%	-8	Timeline
IUSBISHARES TR	38,866	$1.76M	0.31%	-110,890	Timeline
TSLATESLA INC	4,192	$1.69M	0.3%	+74	Timeline
QQQINVESCO QQQ TR	3,261	$1.67M	0.29%	+3	Timeline
CSCOCISCO SYS INC	28,035	$1.66M	0.29%	+285	Timeline
JNJJOHNSON & JOHNSON	10,184	$1.47M	0.26%	+53	Timeline
IUSVISHARES TR	15,423	$1.43M	0.25%	0	Timeline
TXNTEXAS INSTRS INC	7,342	$1.38M	0.24%	+685	Timeline
BACBANK OF AMER CORP	30,514	$1.34M	0.24%	-478	Timeline
UNHUNITEDHEALTH GROUP INC	2,528	$1.28M	0.22%	-43	Timeline
COPCONOCOPHILLIPS	12,241	$1.21M	0.21%	+67	Timeline
DIVOAMPLIFY ETF TR	28,779	$1.16M	0.2%	+1,061	Timeline
TFLOISHARES TR	22,656	$1.14M	0.2%	+1,610	Timeline
USMVISHARES TR	12,532	$1.11M	0.2%	-443	Timeline
VEAVANGUARD TAX-MANAGED FDS	21,880	$1.05M	0.18%	-5,886	Timeline
KOCOCA COLA CO	16,537	$1.03M	0.18%	+392	Timeline
AXPAMERICAN EXPRESS CO	3,410	$1.01M	0.18%	+39	Timeline
VTEBVANGUARD MUN BD FDS	20,150	$1.01M	0.18%	+694	Timeline
DYNFBLACKROCK ETF TRUST	19,493	$999K	0.18%	+8,706	Timeline
IVVISHARES TR	1,694	$998K	0.18%	-13	Timeline
EPDENTERPRISE PRODS PARTNERS L	31,754	$996K	0.17%	+225	Timeline
BONDPIMCO ETF TR	10,896	$985K	0.17%	-1,997	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,057	$969K	0.17%	+48	Timeline
IWMISHARES TR	4,314	$953K	0.17%	0	Timeline
PHPARKER-HANNIFIN CORP	1,479	$941K	0.17%	-13	Timeline
MPLXMPLX LP	19,200	$919K	0.16%	+200	Timeline
FISVFISERV INC	4,447	$914K	0.16%	-98	Timeline
DISDISNEY WALT CO	8,047	$896K	0.16%	+4,499	Timeline
AMATAPPLIED MATLS INC	5,473	$890K	0.16%	+11	Timeline
ETBEATON VANCE TAX MNGED BUY WR	58,130	$872K	0.15%	+1,086	Timeline
RDDTREDDIT INC	5,312	$868K	0.15%	-28,907	Timeline
LMTLOCKHEED MARTIN CORP	1,776	$863K	0.15%	+41	Timeline
PGRPROGRESSIVE CORP	3,545	$849K	0.15%	-160	Timeline
CBCHUBB LIMITED	2,987	$825K	0.14%	-23	Timeline
IWFISHARES TR	2,047	$822K	0.14%	+39	Timeline
LLYELI LILLY & CO	1,040	$803K	0.14%	+34	Timeline
HIGHARTFORD INSURANCE GROUP INC	7,340	$803K	0.14%	-52	Timeline
UNPUNION PAC CORP	3,489	$796K	0.14%	+33	Timeline
DOCUDOCUSIGN INC	8,648	$778K	0.14%	new	Timeline
PFEPFIZER INC	28,725	$762K	0.13%	+614	Timeline
EMEEMCOR GROUP INC	1,668	$757K	0.13%	-6	Timeline
MLNVANECK ETF TRUST	41,630	$744K	0.13%	0	Timeline
VUGVANGUARD INDEX FDS	1,796	$737K	0.13%	+126	Timeline
CVXCHEVRON CORPORATION	5,006	$725K	0.13%	+160	Timeline
PFFDGLOBAL X FDS	37,095	$724K	0.13%	0	Timeline
NTAPNETAPP INC	6,075	$705K	0.12%	-199	Timeline
ENBENBRIDGE INC	16,620	$705K	0.12%	0	Timeline
TAT&T INC	30,947	$705K	0.12%	+647	Timeline
QCOMQUALCOMM INC	4,570	$702K	0.12%	+44	Timeline
MMINNYLIM ACTIVE ETF TR	29,175	$696K	0.12%	-3,340	Timeline
NEENEXTERA ENERGY INC	9,683	$694K	0.12%	-447	Timeline
MUBISHARES TR	6,367	$678K	0.12%	-707	Timeline
NTRSNORTHERN TR CORP	6,336	$649K	0.11%	new	Timeline
IEFAISHARES TR	9,228	$649K	0.11%	+429	Timeline
CIIBLACKROCK ENHANCED LARGE CAP	32,118	$646K	0.11%	+171	Timeline
WFCWELLS FARGO & CO	9,174	$644K	0.11%	+3,042	Timeline
NVSNOVARTIS AG	6,619	$644K	0.11%	+379	Timeline
BNDVANGUARD BD INDEX FDS	8,671	$624K	0.11%	-27,515	Timeline
RMDRESMED INC	2,596	$594K	0.1%	new	Timeline
ITOTISHARES TR	4,600	$592K	0.1%	0	Timeline
LDOSLEIDOS HOLDINGS INC	4,011	$578K	0.1%	+18	Timeline
PMPHILIP MORRIS INTL INC	4,748	$571K	0.1%	+91	Timeline
ABBVABBVIE INC	3,197	$568K	0.1%	+212	Timeline
AMGNAMGEN INC	2,150	$560K	0.1%	+6	Timeline
MCDMCDONALDS CORP	1,915	$555K	0.1%	+11	Timeline
CARRCARRIER GLOBAL CORPORATION	8,111	$554K	0.1%	-360	Timeline
BCSFBAIN CAP SPECIALTY FIN INC	31,499	$552K	0.1%	+769	Timeline
CCITIGROUP INC	7,735	$544K	0.1%	+145	Timeline
IRTINDEPENDENCE RLTY TR INC	26,977	$535K	0.09%	+112	Timeline
INDEPENDENT BANK GROUP INCINDEPENDENT BANK GROUP INC	8,705	$528K	0.09%	+51
PLTRPALANTIR TECHNOLOGIES INC	6,935	$524K	0.09%	-82	Timeline
MOALTRIA GROUP INC	10,030	$524K	0.09%	+144	Timeline
FDXFEDEX CORP	1,752	$493K	0.09%	+12	Timeline
SPLVINVESCO EXCH TRADED FD TR II	6,434	$450K	0.08%	+6	Timeline
MOATVANECK ETF TRUST	4,685	$434K	0.08%	+28	Timeline
LAMRLAMAR ADVERTISING CO	3,525	$429K	0.08%	-65	Timeline
SCHXSCHWAB STRATEGIC TR	18,400	$427K	0.07%	+10,881	Timeline
AGGISHARES TR	4,401	$426K	0.07%	-788	Timeline
FSKFS KKR CAP CORP	19,453	$423K	0.07%	-13,391	Timeline
DUKDUKE ENERGY CORP NEW	3,903	$421K	0.07%	+158	Timeline
KMIKINDER MORGAN INC DEL	15,171	$416K	0.07%	+263	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	7,331	$413K	0.07%	+55	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	6,152	$412K	0.07%	0	Timeline
ORCLORACLE CORP	2,474	$412K	0.07%	+97	Timeline
HOMBHOME BANCSHARES INC	14,228	$403K	0.07%	+40	Timeline
GILDGILEAD SCIENCES INC	4,265	$394K	0.07%	+112	Timeline
IEMGISHARES INC	7,531	$393K	0.07%	-9,735	Timeline
SCHWCHARLES SCHWAB CORP (THE)	5,305	$393K	0.07%	-271	Timeline
DBEFDBX ETF TR	9,324	$386K	0.07%	+34	Timeline
VZVERIZON COMMUNICATIONS INC	9,580	$383K	0.07%	-384	Timeline
GSGOLDMAN SACHS GROUP INC	650	$372K	0.07%	+22	Timeline
OXFORD LANE CAP CORPOXFORD LANE CAP CORP	71,910	$365K	0.06%	0
CMCSACOMCAST CORP NEW	9,567	$359K	0.06%	-720	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,750	$346K	0.06%	+114	Timeline
GLDSPDR GOLD TR	1,427	$346K	0.06%	-86	Timeline
AOMISHARES TR	7,935	$345K	0.06%	0	Timeline
NFLXNETFLIX INC.	382	$340K	0.06%	-147	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,923	$337K	0.06%	-267	Timeline
PDIPIMCO DYNAMIC INCOME FD	18,332	$336K	0.06%	+7,472	Timeline
KRGKITE REALTY GROUP TRUST	13,118	$331K	0.06%	+184	Timeline
VOVANGUARD INDEX FDS	1,229	$325K	0.06%	+30	Timeline
VTVANGUARD INTL EQUITY INDEX F	2,731	$321K	0.06%	-98	Timeline
PTLNORTHERN LTS FD TR IV	1,496	$319K	0.06%	+10	Timeline
THCTENET HEALTHCARE CORP	2,479	$313K	0.05%	new	Timeline
FISFIDELITY NATL INFORMATION SV	3,811	$308K	0.05%	+83	Timeline
AALAMERICAN AIRLINES GROUP INC	17,402	$303K	0.05%	-2,377	Timeline
FMHIFIRST TR EXCH TRADED FD III	6,221	$300K	0.05%	-4,067	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,022	$297K	0.05%	+38	Timeline
CATCATERPILLAR INC	814	$295K	0.05%	-3	Timeline
CORCENCORA INC	1,293	$291K	0.05%	+87	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,482	$290K	0.05%	+5	Timeline
ETENERGY TRANSFER L P	14,574	$285K	0.05%	+7	Timeline
SBUXSTARBUCKS CORP	3,091	$282K	0.05%	+81	Timeline
EIXEDISON INTL	3,519	$281K	0.05%	-112	Timeline
PSXPHILLIPS 66	2,437	$278K	0.05%	-53	Timeline
VXUSVANGUARD STAR FDS	4,707	$277K	0.05%	-132	Timeline
INTCINTEL CORP	13,781	$276K	0.05%	-527	Timeline
IWVISHARES TR	824	$275K	0.05%	0	Timeline
MDTMEDTRONIC PLC	3,403	$272K	0.05%	-95	Timeline
IJKISHARES TR	2,960	$269K	0.05%	+10	Timeline
RTXRTX CORPORATION	2,303	$267K	0.05%	+8	Timeline
DVYISHARES TR	2,004	$263K	0.05%	-280	Timeline
MRKMERCK & CO INC	2,630	$262K	0.05%	-179	Timeline
FVALFIDELITY COVINGTON TRUST	4,253	$262K	0.05%	-352	Timeline
CRMSALESFORCE INC	772	$258K	0.05%	new	Timeline
XFLTXAI OCTAGON FLOATING RATE & AL	38,800	$258K	0.05%	+3,000	Timeline
XLKSELECT SECTOR SPDR TR	1,100	$256K	0.04%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	17,458	$251K	0.04%	+6,153	Timeline
HONHONEYWELL INTL INC	1,106	$250K	0.04%	+115	Timeline
NOWSERVICENOW INC	235	$249K	0.04%	new	Timeline
BABOEING CO	1,394	$247K	0.04%	+26	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,350	$246K	0.04%	-38	Timeline
XTISHARES TR	3,960	$236K	0.04%	+14	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	9,568	$236K	0.04%	-11,656	Timeline
DHRDANAHER CORP DEL	1,025	$235K	0.04%	+18	Timeline
LINLINDE PLC	561	$235K	0.04%	+43	Timeline
ABTABBOTT LABORATORIES	2,075	$235K	0.04%	+193	Timeline
TFCTRUIST FINL CORP	5,360	$233K	0.04%	-48	Timeline
GPIQGOLDMAN SACHS ETF TR	4,734	$232K	0.04%	0	Timeline
VVVANGUARD INDEX FDS	845	$228K	0.04%	0	Timeline
AMTAMERICAN TOWER CORP	1,235	$227K	0.04%	+29	Timeline
AGNCAGNC INVT CORP	24,537	$226K	0.04%	+9,806	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	431	$224K	0.04%	+17	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	2,990	$221K	0.04%	new	Timeline
DIASTATE STR SPDR DOW JONES IND	519	$221K	0.04%	+1	Timeline
ISRGINTUITIVE SURGICAL INC	416	$217K	0.04%	new	Timeline
INTUINTUIT	345	$217K	0.04%	new	Timeline
RSGREPUBLIC SVCS INC	1,073	$216K	0.04%	new	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	13,886	$210K	0.04%	+93	Timeline
ECCEAGLE POINT CR CO	23,475	$208K	0.04%	+5,400	Timeline
GMEGAMESTOP CORP	6,500	$204K	0.04%	new	Timeline
PDNINVESCO EXCH TRADED FD TR II	6,400	$202K	0.04%	+65	Timeline
BEBLOOM ENERGY CORP	9,100	$202K	0.04%	new	Timeline
IBITISHARES BITCOIN TRUST ETF	3,789	$201K	0.04%	new	Timeline
VBRVANGUARD INDEX FDS	1,013	$201K	0.04%	new	Timeline
XHRXENIA HOTELS & RESORTS INC	13,215	$196K	0.03%	+69	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	23,583	$195K	0.03%	-5,636	Timeline
SLRCSLR INVESTMENT CORP	12,000	$194K	0.03%	0	Timeline
PAGPPLAINS GP HLDGS L P	10,354	$190K	0.03%	+173	Timeline
GBDCGOLUB CAP BDC INC	11,921	$181K	0.03%	+275	Timeline
SACHSACHEM CAP CORP	116,640	$157K	0.03%	+36,800	Timeline
CORZWCORE SCIENTIFIC INC NEW	17,015	$140K	0.02%	0	Timeline
CUSHMAN WAKEFIELD PLCCUSHMAN WAKEFIELD PLC	10,305	$135K	0.02%	0
GSBDGOLDMAN SACHS BDC INC	11,101	$134K	0.02%	-1,237	Timeline
ERICTELEFONAKTIEBOLAGET LM ERICS	15,714	$127K	0.02%	new	Timeline
ETWEATON VANCE TAX-MANAGED GLOB	13,264	$112K	0.02%	-2,286	Timeline
NWGNATWEST GROUP PLC	10,931	$111K	0.02%	+308	Timeline
TPVGTRIPLEPOINT VENTURE GROWTH B	13,610	$100K	0.02%	0	Timeline
ACREARES COML REAL ESTATE CORP	17,000	$100K	0.02%	+3,000	Timeline
LYGLLOYDS BANKING GROUP PLC	36,407	$99K	0.02%	0	Timeline
BRSPBRIGHTSPIRE CAPITAL INC	14,500	$81.8K	0.01%	0	Timeline
MPTMEDICAL PROPERTIES TRUST INC	13,981	$55.2K	0.01%	-50	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	3,203	$3.04M	shares
DELLDELL TECHNOLOGIES INC	8,480	$1.01M	shares
CITHE CIGNA GROUP	2,158	$748K	shares
SLBSLB LIMITED	16,829	$706K	shares
UHSUNIVERSAL HLTH SVCS INC	2,970	$680K	shares
ELVELEVANCE HEALTH INC FORMERLY	1,178	$613K	shares
BBVABANCO BILBAO VIZCAYA ARGENTA	31,861	$345K	shares
GSKGSK PLC	8,136	$333K	shares
FNDFSCHWAB STRATEGIC TR	6,764	$253K	shares
VBVANGUARD INDEX FDS	1,035	$246K	shares
OREALTY INCOME CORP	3,703	$235K	shares
TGTTARGET CORP	1,443	$225K	shares
DHID R HORTON INC	1,164	$222K	shares
KLACKLA CORP	285	$221K	shares
GEGE AEROSPACE	1,122	$212K	shares
ADBEADOBE INC	403	$209K	shares
CTASCINTAS CORP	1,010	$208K	shares
MSTRSTRATEGY INC	1,230	$207K	shares
OMCOMNICOM GROUP INC	1,942	$201K	shares

How Q4 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 0001765380-25-000070	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC