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 151–200 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BA | BOEING CO | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 626 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 24K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 20K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 20K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| DBEF | DBX ETF TR | 7K | $100K–$500K | SH |
| KRG | KITE RLTY GROUP TR | 14K | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 3K | $100K–$500K | SH |
| PFFD | GLOBAL X FDS | 17K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| MAT | MATTEL INC | 15K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 19K | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| UGI | UGI CORP NEW | 8K | $100K–$500K | SH |
| PTC | PTC INC | 2K | $100K–$500K | SH |
| OXLC | OXFORD LANE CAP CORP | 19K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 26K | $100K–$500K | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| XT | ISHARES TR | 4K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| PFF | ISHARES TR | 9K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 327 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| ZOCT | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| INTU | INTUIT | 402 | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 845 | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| HOMB | HOME BANCSHARES INC | 10K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 447 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 5K | $100K–$500K | SH |