Cfo4life-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "AAL",
  null,
  "KRG",
  null,
  "FNDF",
  "MPLX",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "AVGO",
  "APP",
  "BDJ",
  "CII",
  null,
  "DBEF",
  "DUK",
  "PTY",
  "PAGP",
  "PDI",
  "EXPE",
  null,
  null,
  null,
  null,
  "XFLT",
  null,
  "ECC",
  "ETB",
  "SLRC",
  "TPVG",
  "GILD",
  "ACRE",
  "HD",
  "BRSP",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "ETW",
  "UNP",
  "QCOM",
  null,
  null,
  "LAMR",
  "ISRG",
  null,
  "GSIE",
  "BCSF",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "OXLC",
  null,
  "KMI",
  "LIN",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "GE",
  "NTRS",
  "HIG",
  "NVS",
  "IJR",
  "KLAC",
  "ORCL",
  null,
  "IRT",
  null,
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "GBDC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "AMGN",
  "IEFA",
  "SCHX",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "ERIC",
  "TXN",
  "TMO",
  "UPS",
  "AGNC",
  "VV",
  "HOMB",
  "SCHW",
  "SACH",
  null,
  "VWO",
  "IWV",
  "EME",
  "VIG",
  "LYG",
  null,
  "TSM",
  "RMD",
  "FSK",
  null,
  "SSB",
  "AEE",
  "FI",
  "WM",
  "GSLC",
  null,
  "AMZN",
  "LCID",
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  "VXUS",
  "VTEB",
  "BND",
  "VT",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WFC",
  null,
  null,
  "FNF",
  "ET",
  "DVY",
  "SO",
  "PB",
  "PSX",
  "CRM",
  "RDDT",
  "LII",
  null,
  "IXUS",
  "MTUM",
  "IUSV",
  null,
  "MCK",
  null,
  null,
  "NTAP",
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMRN",
  null,
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CSX",
  "CWK",
  "DHR",
  "DAR",
  "DOCU",
  "RSP",
  "USMV",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 221
Total Value: 594114882
Accession Number: 0001765380-25-000154
Form Type: 13F-HR
CIK: cfo4life-group
Manager Name: Cfo4life-Group

Data Enrichment

82% identified

182 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

221 positions • $594.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 12

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BOEING CO

BA|097023105

Shares:1.4K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$594.1M)

46654Q203

Shares:4.6K

Value:$239.3K

% of Portfolio:0.0% ($239.3K/$594.1M)

Salesforce, Inc.

CRM|79466L302

Shares:866

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$594.1M)

XAI Octagon Floating Rate & Alternative Income Trust

XFLT|98400T106

Shares:38.8K

Value:$229.3K

% of Portfolio:0.0% ($229.3K/$594.1M)

INTUIT INC.

INTU|461202103

Shares:373

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$594.1M)

46434V381

Shares:4.0K

Value:$228.0K

% of Portfolio:0.0% ($228.0K/$594.1M)

MCKESSON CORP

MCK|58155Q103

Shares:336

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$594.1M)

46438F101

Shares:4.8K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$594.1M)

Vistra Corp.

VST|92840M102

Shares:1.9K

Value:$224.6K

% of Portfolio:0.0% ($224.6K/$594.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:749

Value:$220.8K

% of Portfolio:0.0% ($220.8K/$594.1M)

SOUTHERN CO

SO|842587107

Shares:2.4K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$594.1M)

38149W622

Shares:4.7K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$594.1M)

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$594.1M)

922908637

VV|922908637

Shares:845

Value:$217.2K

% of Portfolio:0.0% ($217.2K/$594.1M)

46138E735

Shares:6.5K

Value:$216.0K

% of Portfolio:0.0% ($216.0K/$594.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:436

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$594.1M)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$594.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:429

Value:$213.5K

% of Portfolio:0.0% ($213.5K/$594.1M)

808524755

FNDF|808524755

Shares:5.9K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$594.1M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:1.6K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	1.4K	QoQ +1.72% (-24) YoY +5.58% (-75)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$594.1M)	QoQ -1.98% (-$4.9K) YoY -6.68% (-$17.3K)
(cusip46654Q203)✕	4.6K	QoQ -36.95% (-2.7K) YoY -34.82% (-2.5K)	All Managers (Combined)	$239.3K	0.0% ($239.3K/$594.1M)	QoQ -42.09% (-$174.0K) YoY -37.77% (-$145.3K)
Salesforce, Inc.(CRMcusip79466L302)	866	QoQ +12.17% (-94) YoY -74.75% (-2.6K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$594.1M)	QoQ -9.95% (-$25.7K) YoY -77.50% (-$800.6K)
XAI Octagon Floating Rate & Alternative Income Trust(XFLTcusip98400T106)	38.8K	QoQ 0.00% (-0) YoY +8.37% (-3.0K)	All Managers (Combined)	$229.3K	0.0% ($229.3K/$594.1M)	QoQ -10.99% (-$28.3K) YoY -9.65% (-$24.5K)
INTUIT INC.(INTUcusip461202103)	373	QoQ +8.11% (+28) YoY NEW(+373)	All Managers (Combined)	$229.0K	0.0% ($229.0K/$594.1M)	QoQ +5.61% (+$12.2K) YoY NEW(+$229.0K)
(cusip46434V381)✕	4.0K	QoQ +0.02% (-1) YoY +0.66% (-26)	All Managers (Combined)	$228.0K	0.0% ($228.0K/$594.1M)	QoQ -3.50% (-$8.3K) YoY -2.81% (-$6.6K)
MCKESSON CORP(MCKcusip58155Q103)	336	QoQ NEW(+336) YoY NEW(+336)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$594.1M)	QoQ NEW(+$226.1K) YoY NEW(+$226.1K)
(cusip46438F101)✕	4.8K	QoQ +26.81% (+1.0K) YoY NEW(+4.8K)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$594.1M)	QoQ +11.89% (+$23.9K) YoY NEW(+$224.9K)
Vistra Corp.(VSTcusip92840M102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$224.6K	0.0% ($224.6K/$594.1M)	QoQ NEW(+$224.6K) YoY NEW(+$224.6K)
Air Products & Chemicals, Inc.(APDcusip009158106)	749	QoQ -26.71% (-273) YoY NEW(+749)	All Managers (Combined)	$220.8K	0.0% ($220.8K/$594.1M)	QoQ -25.53% (-$75.7K) YoY NEW(+$220.8K)
SOUTHERN CO(SOcusip842587107)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$220.0K	0.0% ($220.0K/$594.1M)	QoQ NEW(+$220.0K) YoY NEW(+$220.0K)
(cusip38149W622)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$594.1M)	QoQ NEW(+$218.8K) YoY NEW(+$218.8K)
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ -28.59% (-973) YoY -41.23% (-1.7K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$594.1M)	QoQ -19.68% (-$53.5K) YoY -39.41% (-$142.0K)
(VVcusip922908637)	845	QoQ 0.00% (-0) YoY -4.94% (-44)	All Managers (Combined)	$217.2K	0.0% ($217.2K/$594.1M)	QoQ -4.69% (-$10.7K) YoY +1.89% (-$4.0K)
(cusip46138E735)✕	6.5K	QoQ +0.79% (+51) YoY +3.43% (+214)	All Managers (Combined)	$216.0K	0.0% ($216.0K/$594.1M)	QoQ +6.70% (+$13.6K) YoY +5.30% (+$10.9K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	436	QoQ +4.80% (-20) YoY NEW(+436)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$594.1M)	QoQ -0.55% (-$1.2K) YoY NEW(+$215.9K)
CINTAS CORP(CTAScusip172908105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$594.1M)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	429	QoQ -0.46% (-2) YoY +6.71% (-27)	All Managers (Combined)	$213.5K	0.0% ($213.5K/$594.1M)	QoQ -4.79% (-$10.7K) YoY -8.63% (-$20.2K)
(FNDFcusip808524755)	5.9K	QoQ NEW(+5.9K) YoY +3.90% (+221)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$594.1M)	QoQ NEW(+$212.4K) YoY +5.45% (+$11.0K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$594.1M)	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)