CFO4Life Group, LLC
- SEC CIK
- 0001706351
- Latest filing
- Aug 12, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 2, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 155
- +1 vs. Q4 2021
- Portfolio value
- $476.5M
- −$7.18M (−1.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 316,655 | $67.9M | 14.3% | −1,366−0.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 130,060 | $54.0M | 11.3% | +6,115+4.9% | Added | – |
| DARDarling Ingredients Inc. | COM | 534,770 | $43.0M | 9.0% | +139,886+35.4% | Added | History |
| AAPLApple Inc. | Stock | 139,309 | $24.3M | 5.1% | −297−0.2% | Reduced | History |
| iShares Tr46432F388 | MSCI USA VALUE | 217,676 | $22.8M | 4.8% | +4,065+1.9% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 477,451 | $22.0M | 4.6% | +445,894+1,413.0% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 163,172 | $22.0M | 4.6% | +6,533+4.2% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 117,638 | $19.8M | 4.2% | +2,531+2.2% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 88,333 | $14.6M | 3.1% | +6,220+7.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 40,687 | $12.5M | 2.6% | −104−0.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 89,060 | $9.61M | 2.0% | −1,532−1.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 2,463 | $8.03M | 1.7% | +104+4.4% | Added | History |
| HDHome Depot, Inc. | Stock | 25,667 | $7.68M | 1.6% | +127+0.5% | Added | History |
| VVisa Inc. | Stock | 29,981 | $6.65M | 1.4% | −244−0.8% | Reduced | History |
| MAMastercard Inc | Stock | 14,460 | $5.17M | 1.1% | +146+1.0% | Added | History |
| WMWaste Management Inc | Stock | 31,309 | $4.96M | 1.0% | −1,094−3.4% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,177 | $4.03M | 0.8% | −3,282−3.9% | Reduced | – |
| CSXCSX Corp | Stock | 107,482 | $4.03M | 0.8% | −2,474−2.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,630 | $4.01M | 0.8% | +47+0.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 1,399 | $3.91M | 0.8% | −96−6.4% | Reduced | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 77,225 | $3.83M | 0.8% | +9,363+13.8% | Added | – |
| AYXAlteryx, Inc. | COM CL A | 52,977 | $3.79M | 0.8% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 41,352 | $3.68M | 0.8% | +3,818+10.2% | Added | – |
| WMTWalmart Inc. | Stock | 22,361 | $3.33M | 0.7% | −90.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,164 | $3.24M | 0.7% | −56−4.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 63,907 | $3.17M | 0.7% | −345,296−84.4% | Reduced | – |
| PGProcter & Gamble Co | Stock | 20,676 | $3.16M | 0.7% | −983−4.5% | Reduced | History |
| BLKBlackRock, Inc. | COM | 3,671 | $2.81M | 0.6% | −22−0.6% | Reduced | History |
| PEPPepsiCo Inc | Stock | 16,704 | $2.80M | 0.6% | −173−1.0% | Reduced | History |
| LIILennox International Inc | COM | 10,815 | $2.79M | 0.6% | +202+1.9% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 41,436 | $2.76M | 0.6% | +4,650+12.6% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 73,785 | $2.42M | 0.5% | +7,867+11.9% | Added | – |
| JNJJohnson & Johnson | Stock | 12,524 | $2.22M | 0.5% | +484+4.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 26,751 | $2.21M | 0.5% | −1,242−4.4% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,291 | $2.19M | 0.5% | −1,733−5.8% | Reduced | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 84,339 | $2.16M | 0.5% | −326,301−79.5% | Reduced | – |
| PBProsperity Bancshares Inc | COM | 31,066 | $2.15M | 0.5% | +174+0.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,684 | $1.88M | 0.4% | +120+3.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 32,048 | $1.79M | 0.4% | +1,141+3.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,971 | $1.77M | 0.4% | −726−8.3% | Reduced | History |
| PFEPfizer Inc | Stock | 31,977 | $1.66M | 0.3% | −656−2.0% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 19,659 | $1.56M | 0.3% | +2,592+15.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,699 | $1.30M | 0.3% | +124+3.5% | Added | History |
| CVXChevron Corp | Stock | 7,873 | $1.28M | 0.3% | −792−9.1% | Reduced | History |
| COPConocoPhillips | Stock | 12,212 | $1.22M | 0.3% | −121−1.0% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $1.17M | 0.2% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 3,699 | $1.01M | 0.2% | +105+2.9% | Added | History |
| EOGEOG Resources Inc | Stock | 8,217 | $980.0K | 0.2% | +8,217 | New | History |
| KOCoca Cola Co | Stock | 15,759 | $977.0K | 0.2% | +664+4.4% | Added | History |
| FDXFedEx Corp | Stock | 4,203 | $973.0K | 0.2% | +69+1.7% | Added | History |
| DHRDanaher Corp | Stock | 3,218 | $944.0K | 0.2% | −58−1.8% | Reduced | History |
| Signature BK New York N Y82669G104 | COM | 3,196 | $938.0K | 0.2% | −131−3.9% | Reduced | – |
| AMATApplied Materials Inc | Stock | 6,971 | $919.0K | 0.2% | −1,222−14.9% | Reduced | History |
| INTCIntel Corp | Stock | 18,357 | $910.0K | 0.2% | −1,376−7.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,539 | $909.0K | 0.2% | +6+0.4% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 23,729 | $889.0K | 0.2% | +232+1.0% | Added | – |
| GILDGilead Sciences, Inc. | Stock | 14,485 | $861.0K | 0.2% | −269−1.8% | Reduced | History |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 50,642 | $856.0K | 0.2% | +889+1.8% | Added | History |
| CBChubb Ltd | Stock | 3,914 | $837.0K | 0.2% | +78+2.0% | Added | History |
| ENBEnbridge Inc | Stock | 18,073 | $833.0K | 0.2% | +312+1.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 6,097 | $831.0K | 0.2% | −5,007−45.1% | Reduced | History |
| LRCXLam Research Corp | COM | 1,543 | $829.0K | 0.2% | −98−6.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,763 | $796.0K | 0.2% | +1+0.1% | Added | History |
| NFGNational Fuel Gas Co | Stock | 11,540 | $793.0K | 0.2% | +224+2.0% | Added | History |
| QCOMQualcomm Inc | Stock | 5,155 | $788.0K | 0.2% | +168+3.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,559 | $739.0K | 0.2% | +178+4.1% | Added | History |
| SNVSynovus Financial Corp | COM NEW | 15,081 | $739.0K | 0.2% | +272+1.8% | Added | History |
| ONOn Semiconductor Corp | Stock | 11,758 | $736.0K | 0.2% | +237+2.1% | Added | History |
| DVNDevon Energy Corp | Stock | 12,389 | $733.0K | 0.2% | +12,389 | New | History |
| CCitigroup Inc | Stock | 13,594 | $726.0K | 0.2% | −480−3.4% | Reduced | History |
| IRTIndependence Realty Trust, Inc. | COM | 27,275 | $721.0K | 0.2% | +27,275 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,971 | $714.0K | 0.1% | +93+5.0% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,547 | $711.0K | 0.1% | +9,547 | New | – |
| NVDANVIDIA Corp | Stock | 2,465 | $673.0K | 0.1% | +233+10.4% | Added | History |
| HPQHP Inc | Stock | 18,449 | $670.0K | 0.1% | +18,449 | New | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,676 | $657.0K | 0.1% | 00.0% | Unchanged | – |
| DOVDOVER Corp | COM | 4,123 | $647.0K | 0.1% | +115+2.9% | Added | History |
| LMTLockheed Martin Corp | Stock | 1,455 | $642.0K | 0.1% | +36+2.5% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 12,890 | $630.0K | 0.1% | +12,890 | New | History |
| CBRECbre Group, Inc. | CL A | 6,850 | $627.0K | 0.1% | +6,850 | New | History |
| TSLATesla, Inc. | Stock | 577 | $622.0K | 0.1% | +88+18.0% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,127 | $621.0K | 0.1% | +467+8.3% | Added | – |
| NTAPNetApp, Inc. | Stock | 7,479 | $621.0K | 0.1% | +115+1.6% | Added | History |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 29,604 | $618.0K | 0.1% | +428+1.5% | Added | History |
| DELLDell Technologies Inc. | Stock | 12,150 | $610.0K | 0.1% | +273+2.3% | Added | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 21,734 | $606.0K | 0.1% | +21,734 | New | History |
| LHLabcorp Holdings Inc. | COM NEW | 2,272 | $599.0K | 0.1% | +51+2.3% | Added | History |
| TAT&T Inc. | Stock | 25,128 | $594.0K | 0.1% | +883+3.6% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,116 | $587.0K | 0.1% | +3+0.1% | Added | – |
| FSKFS KKR Capital Corp | COM | 25,552 | $583.0K | 0.1% | +715+2.9% | Added | History |
| IBTXIndependent Bank Group, Inc. | COM | 7,993 | $569.0K | 0.1% | −15,442−65.9% | Reduced | History |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 33,927 | $529.0K | 0.1% | +726+2.2% | Added | History |
| AMGNAmgen Inc | Stock | 2,184 | $528.0K | 0.1% | +6+0.3% | Added | History |
| TXNTexas Instruments Inc | Stock | 2,716 | $498.0K | 0.1% | −99−3.5% | Reduced | History |
| NVSNovartis AG | ADR | 5,632 | $494.0K | 0.1% | −196−3.4% | Reduced | History |
| DISWalt Disney Co | Stock | 3,557 | $488.0K | 0.1% | −207−5.5% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $464.0K | 0.1% | 00.0% | Unchanged | – |
| BKNGBooking Holdings Inc. | Stock | 194 | $456.0K | 0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 10,891 | $449.0K | 0.1% | +617+6.0% | Added | History |
| LAMRLamar Advertising Co | REIT | 3,844 | $447.0K | 0.1% | +12+0.3% | Added | History |
Sold out since Q4 2021 (12)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| LKQLKQ Corp | COM | 14,752 | $886.0K | 0.2% | History |
| ADBEAdobe Inc. | Stock | 1,493 | $847.0K | 0.2% | History |
| PWRQuanta Services, Inc. | COM | 7,175 | $823.0K | 0.2% | History |
| LEN.BLennar Corp | CL B | 8,363 | $800.0K | 0.2% | History |
| ICLRIcon PLC | COM | 2,555 | $791.0K | 0.2% | History |
| ALLYAlly Financial Inc. | Stock | 13,996 | $666.0K | 0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,327 | $386.0K | 0.1% | – |
| NKENIKE, Inc. | Stock | 1,722 | $287.0K | 0.1% | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,810 | $240.0K | <0.1% | – |
| CATCaterpillar Inc | Stock | 1,153 | $238.0K | <0.1% | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,846 | $210.0K | <0.1% | – |
| AMEAmetek Inc | COM | 1,387 | $204.0K | <0.1% | History |