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 201–242 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | 444 | $100K–$500K | SH |
| FMB | FIRST TR EXCH TRADED FD III | 5K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 26K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 15K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 7K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 362 | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| IWV | ISHARES TR | 600 | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| PINS | PINTEREST INC | 9K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 13K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 17K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 517 | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 1K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| FQAL | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| ECC | EAGLE POINT CREDIT COMPANY I | 36K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 583 | $100K–$500K | SH |
| GME | GAMESTOP CORP NEW | 10K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 947 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 876 | $100K–$500K | SH |
| XFLT | XAI OCTAGN FLT RAT & ALT INM | 39K | $100K–$500K | SH |
| SLRC | SLR INVESTMENT CORP | 12K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 14K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 13K | $100K–$500K | SH |
| DX | DYNEX CAP INC | 12K | $100K–$500K | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD | 10K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 27K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 15K | $100K–$500K | SH |
| SACH | SACHEM CAP CORP | 119K | $100K–$500K | SH |
| TPVG | TRIPLEPOINT VENTURE GROWTH B | 14K | $50K–$100K | SH |
| ACRE | ARES COML REAL ESTATE CORP | 17K | $50K–$100K | SH |
| BRSP | BRIGHTSPIRE CAPITAL INC | 15K | $50K–$100K | SH |
| MBIO | MUSTANG BIO INC | 13K | $1K–$15K | SH |
| MAPS | WM TECHNOLOGY INC | 13K | $1K–$15K | SH |
| GNS | GENIUS GROUP LTD | 15K | $1K–$15K | SH |