CIK 1706351
CFO4Life Group, LLC
Institutional 13F holdings & portfolio
Holdings
242
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| CSCO | CISCO SYS INC | 28K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 36K | $1M+ | SH |
| PB | PROSPERITY BANCSHARES INC | 29K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 39K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 68K | $1M+ | SH |
| IUSV | ISHARES TR | 16K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 25K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 35K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 7K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| KLAC | KLA CORP | 958 | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 216 | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 23K | $1M+ | SH |
| USMV | ISHARES TR | 12K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| MPLX | MPLX LP | 19K | $500K+ | SH |
| BOND | PIMCO ETF TR | 10K | $500K+ | SH |
| EME | EMCOR GROUP INC | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 7K | $500K+ | SH |
| TFLO | ISHARES TR | 18K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 28K | $500K+ | SH |
| UNP | UNION PAC CORP | 4K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 15K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 6K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 6K | $500K+ | SH |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | 33K | $500K+ | SH |
| NVS | NOVARTIS AG | 6K | $500K+ | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 33K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| ETB | EATON VANCE TAX MNGED BUY WR | 48K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| T | AT&T INC | 28K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |