CFO4Life Group, LLC
- SEC CIK
- 0001706351
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 154
- +12 vs. Q3 2021
- Portfolio value
- $483.7M
- +$54.1M (+12.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,000 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| COMSCOMSovereign Holding Corp. | COM NEW | 66,067 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,488 | $106.0K | <0.1% | +125+1.2% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 42,582 | $109.0K | <0.1% | +1,073+2.6% | Added | History |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 11,743 | $131.0K | <0.1% | +229+2.0% | Added | History |
| AMEAmetek Inc | COM | 1,387 | $204.0K | <0.1% | +1,387 | New | History |
| CORCencora, Inc. | Stock | 1,552 | $206.0K | <0.1% | +1,552 | New | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,846 | $210.0K | <0.1% | +1,846 | New | – |
| ProShares Bitcoin ETF74347G440 | ETF | 7,303 | $211.0K | <0.1% | +7,303 | New | – |
| JBHTHunt J B Transport Services Inc | COM | 1,038 | $212.0K | <0.1% | +1,038 | New | History |
| MDTMedtronic plc | Stock | 2,083 | $216.0K | <0.1% | −161−7.2% | Reduced | History |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,481 | $216.0K | <0.1% | +4,481 | New | History |
| VBTXVeritex Holdings, Inc. | COM | 5,510 | $219.0K | <0.1% | +5,510 | New | History |
| KMIKinder Morgan, Inc. | Stock | 14,031 | $223.0K | <0.1% | +761+5.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 768 | $225.0K | <0.1% | +768 | New | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 12,628 | $229.0K | <0.1% | 00.0% | Unchanged | History |
| CWKCushman & Wakefield Ltd. | SHS | 10,325 | $230.0K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 3,709 | $231.0K | <0.1% | −768−17.2% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,730 | $231.0K | <0.1% | +20+0.4% | Added | – |
| FFINFirst Financial Bankshares Inc | COM | 4,625 | $235.0K | <0.1% | +4,625 | New | History |
| CATCaterpillar Inc | Stock | 1,153 | $238.0K | <0.1% | +1,153 | New | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,810 | $240.0K | <0.1% | −894−15.7% | Reduced | – |
| KRGKite Realty Group Trust | COM NEW | 11,275 | $246.0K | 0.1% | +11,275 | New | History |
| GLDSPDR Gold Trust | ETF | 1,458 | $249.0K | 0.1% | +1,458 | New | History |
| GSBDGoldman Sachs BDC, Inc. | SHS | 13,031 | $250.0K | 0.1% | +273+2.1% | Added | History |
| EIXEdison International | Stock | 3,680 | $251.0K | 0.1% | +3,680 | New | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,950 | $252.0K | 0.1% | +2,950 | New | – |
| BABoeing Co | Stock | 1,270 | $256.0K | 0.1% | +188+17.4% | Added | History |
| TFCTruist Financial Corp | COM | 4,407 | $258.0K | 0.1% | +4,407 | New | History |
| GBDCGolub Capital BDC, Inc. | COM | 17,818 | $275.0K | 0.1% | +283+1.6% | Added | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 6,056 | $281.0K | 0.1% | +119+2.0% | Added | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,325 | $283.0K | 0.1% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 1,722 | $287.0K | 0.1% | +1,722 | New | History |
| CMCSAComcast Corp | Stock | 5,715 | $288.0K | 0.1% | −12,081−67.9% | Reduced | History |
| WFCWells Fargo & Company | Stock | 6,134 | $294.0K | 0.1% | +590+10.6% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,347 | $298.0K | 0.1% | 00.0% | Unchanged | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 29,797 | $300.0K | 0.1% | +1,181+4.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,520 | $310.0K | 0.1% | +20+0.4% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 14,526 | $319.0K | 0.1% | +596+4.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 2,710 | $332.0K | 0.1% | +2,710 | New | – |
| PMPhilip Morris International Inc. | Stock | 3,690 | $351.0K | 0.1% | +138+3.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 619 | $352.0K | 0.1% | +86+16.1% | Added | History |
| ABTAbbott Laboratories | Stock | 2,528 | $356.0K | 0.1% | +266+11.8% | Added | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $361.0K | 0.1% | 00.0% | Unchanged | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,929 | $364.0K | 0.1% | −480−19.9% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,642 | $365.0K | 0.1% | +4,642 | New | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,327 | $386.0K | 0.1% | +3,327 | New | – |
| MOAltria Group, Inc. | Stock | 8,221 | $390.0K | 0.1% | +303+3.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,297 | $416.0K | 0.1% | +2+0.2% | Added | – |
| DUKDuke Energy CORP | Stock | 3,974 | $417.0K | 0.1% | −57−1.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 8,061 | $419.0K | 0.1% | +1,228+18.0% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 8,409 | $429.0K | 0.1% | −20,187−70.6% | Reduced | – |
| CARRCarrier Global Corp | Stock | 7,945 | $431.0K | 0.1% | +3,158+66.0% | Added | History |
| BACBank of America Corp | Stock | 10,274 | $457.0K | 0.1% | +3,786+58.4% | Added | History |
| LAMRLamar Advertising Co | REIT | 3,832 | $465.0K | 0.1% | +40+1.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 194 | $465.0K | 0.1% | −1−0.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 2,178 | $490.0K | 0.1% | +626+40.3% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $492.0K | 0.1% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 1,419 | $504.0K | 0.1% | +73+5.4% | Added | History |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 33,201 | $505.0K | 0.1% | −8,458−20.3% | Reduced | History |
| NVSNovartis AG | ADR | 5,828 | $510.0K | 0.1% | −354−5.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 489 | $517.0K | 0.1% | −89−15.4% | Reduced | History |
| FSKFS KKR Capital Corp | COM | 24,837 | $520.0K | 0.1% | +569+2.3% | Added | History |
| TXNTexas Instruments Inc | Stock | 2,815 | $531.0K | 0.1% | +200+7.6% | Added | History |
| MCDMcDonalds Corp | Stock | 1,998 | $536.0K | 0.1% | +136+7.3% | Added | History |
| DISWalt Disney Co | Stock | 3,764 | $583.0K | 0.1% | −417−10.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,381 | $593.0K | 0.1% | +1,564+55.5% | Added | History |
| TAT&T Inc. | Stock | 24,245 | $596.0K | 0.1% | −1,035−4.1% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 5,660 | $608.0K | 0.1% | +709+14.3% | Added | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 29,176 | $645.0K | 0.1% | +400+1.4% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,113 | $646.0K | 0.1% | +3+0.1% | Added | – |
| NVDANVIDIA Corp | Stock | 2,232 | $657.0K | 0.1% | −3−0.1% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 13,996 | $666.0K | 0.1% | +824+6.3% | Added | History |
| DELLDell Technologies Inc. | Stock | 11,877 | $667.0K | 0.1% | +11,877 | New | History |
| NTAPNetApp, Inc. | Stock | 7,364 | $677.0K | 0.1% | +470+6.8% | Added | History |
| ENBEnbridge Inc | Stock | 17,761 | $694.0K | 0.1% | +558+3.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,676 | $698.0K | 0.1% | +5,100+59.5% | Added | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,221 | $698.0K | 0.1% | +116+5.5% | Added | History |
| SNVSynovus Financial Corp | COM NEW | 14,809 | $709.0K | 0.1% | +14,809 | New | History |
| NFGNational Fuel Gas Co | Stock | 11,316 | $724.0K | 0.1% | +11,316 | New | History |
| DOVDOVER Corp | COM | 4,008 | $728.0K | 0.2% | +210+5.5% | Added | History |
| CBChubb Ltd | Stock | 3,836 | $741.0K | 0.2% | +397+11.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,878 | $747.0K | 0.2% | −320−14.6% | Reduced | – |
| ONOn Semiconductor Corp | Stock | 11,521 | $783.0K | 0.2% | +11,521 | New | History |
| ICLRIcon PLC | COM | 2,555 | $791.0K | 0.2% | +116+4.8% | Added | History |
| LEN.BLennar Corp | CL B | 8,363 | $800.0K | 0.2% | +402+5.0% | Added | History |
| PWRQuanta Services, Inc. | COM | 7,175 | $823.0K | 0.2% | +167+2.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,762 | $837.0K | 0.2% | +36+2.1% | Added | History |
| ADBEAdobe Inc. | Stock | 1,493 | $847.0K | 0.2% | +77+5.4% | Added | History |
| CCitigroup Inc | Stock | 14,074 | $850.0K | 0.2% | −1,819−11.4% | Reduced | History |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 49,753 | $852.0K | 0.2% | +855+1.7% | Added | History |
| LKQLKQ Corp | COM | 14,752 | $886.0K | 0.2% | +600+4.2% | Added | History |
| COPConocoPhillips | Stock | 12,333 | $890.0K | 0.2% | −79−0.6% | Reduced | History |
| KOCoca Cola Co | Stock | 15,095 | $894.0K | 0.2% | −496−3.2% | Reduced | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 23,497 | $897.0K | 0.2% | +6,265+36.4% | Added | – |
| UNPUnion Pacific Corp | Stock | 3,594 | $905.0K | 0.2% | +607+20.3% | Added | History |
| QCOMQualcomm Inc | Stock | 4,987 | $912.0K | 0.2% | +4,987 | New | History |
| TGTTarget Corp | Stock | 4,063 | $940.0K | 0.2% | +731+21.9% | Added | History |
| INTCIntel Corp | Stock | 19,733 | $1.02M | 0.2% | +542+2.8% | Added | History |
| CVXChevron Corp | Stock | 8,665 | $1.02M | 0.2% | +151+1.8% | Added | History |
Sold out since Q3 2021 (13)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| CRLCharles River Laboratories International, Inc. | COM | 2,275 | $939.0K | 0.2% | History |
| GRMNGarmin Ltd | SHS | 4,791 | $745.0K | 0.2% | History |
| MDUMdu Resources Group Inc | Stock | 21,030 | $624.0K | 0.1% | History |
| QRVOQorvo, Inc. | Stock | 3,431 | $574.0K | 0.1% | History |
| Zix Corp98974P100 | COM | 55,000 | $389.0K | 0.1% | – |
| YUMYum Brands Inc | Stock | 3,117 | $381.0K | 0.1% | History |
| EWEdwards Lifesciences Corp | Stock | 3,180 | $360.0K | 0.1% | History |
| BDXBecton Dickinson & Co | Stock | 1,064 | $262.0K | 0.1% | History |
| RPAIRetail Properties of America, Inc. | CL A | 18,001 | $232.0K | 0.1% | History |
| ARK Innovation ETF00214Q104 | ETF | 1,857 | $205.0K | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,379 | $204.0K | <0.1% | History |
| BIDUBaidu, Inc. | ADR | 1,303 | $200.0K | <0.1% | History |
| BIOLBiolase, Inc | COM NEW | 33,200 | $21.0K | <0.1% | History |