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 11 of 12

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BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:24.1K

Value:$207.1K

% of Portfolio:0.0% ($207.1K/$594.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.0K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$594.1M)

KLA CORP

KLAC|482480100

Shares:300

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$594.1M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:9.5K

Value:$203.3K

% of Portfolio:0.0% ($203.3K/$594.1M)

SLR Investment Corp.

SLRC|83413U100

Shares:12.0K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$594.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:811

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$594.1M)

Eagle Point Credit Co Inc.

ECC|269808101

Shares:23.5K

Value:$190.1K

% of Portfolio:0.0% ($190.1K/$594.1M)

American Airlines Group Inc.

AAL|02376R102

Shares:17.7K

Value:$186.9K

% of Portfolio:0.0% ($186.9K/$594.1M)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:12.2K

Value:$184.3K

% of Portfolio:0.0% ($184.3K/$594.1M)

Sachem Capital Corp.

SACH|78590A109

Shares:118.9K

Value:$138.0K

% of Portfolio:0.0% ($138.0K/$594.1M)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:11.4K

Value:$133.1K

% of Portfolio:0.0% ($133.1K/$594.1M)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:13.6K

Value:$112.0K

% of Portfolio:0.0% ($112.0K/$594.1M)

Cushman & Wakefield plc

CWK|G2717B108

Shares:10.3K

Value:$105.3K

% of Portfolio:0.0% ($105.3K/$594.1M)

Lloyds Banking Group plc

LYG|539439109

Shares:26.4K

Value:$100.7K

% of Portfolio:0.0% ($100.7K/$594.1M)

TriplePoint Venture Growth BDC Corp.

TPVG|89677Y100

Shares:13.6K

Value:$95.0K

% of Portfolio:0.0% ($95.0K/$594.1M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:14.5K

Value:$87.5K

% of Portfolio:0.0% ($87.5K/$594.1M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:10.4K

Value:$81.0K

% of Portfolio:0.0% ($81.0K/$594.1M)

BrightSpire Capital, Inc.

BRSP|10949T109

Shares:14.5K

Value:$80.6K

% of Portfolio:0.0% ($80.6K/$594.1M)

Ares Commercial Real Estate Corp

ACRE|04013V108

Shares:17.0K

Value:$78.7K

% of Portfolio:0.0% ($78.7K/$594.1M)

21874A114

Shares:19.0K

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	24.1K	QoQ +2.13% (+503) YoY -14.91% (-4.2K)	All Managers (Combined)	$207.1K	0.0% ($207.1K/$594.1M)	QoQ +6.07% (+$11.9K) YoY -11.30% (-$26.4K)
DANAHER CORP /DE/(DHRcusip235851102)	1.0K	QoQ -1.56% (-16) YoY NEW(+1.0K)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$594.1M)	QoQ -12.07% (-$28.4K) YoY NEW(+$206.8K)
KLA CORP(KLACcusip482480100)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$594.1M)	QoQ NEW(+$203.9K) YoY NEW(+$203.9K)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	9.5K	QoQ -8.08% (-837) YoY NEW(+9.5K)	All Managers (Combined)	$203.3K	0.0% ($203.3K/$594.1M)	QoQ +6.81% (-$13.0K) YoY NEW(+$203.3K)
SLR Investment Corp.(SLRCcusip83413U100)	12.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$202.3K	0.0% ($202.3K/$594.1M)	QoQ +4.33% (+$8.4K) YoY +9.83% (+$18.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	811	QoQ NEW(+811) YoY NEW(+811)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$594.1M)	QoQ NEW(+$201.7K) YoY NEW(+$201.7K)
Eagle Point Credit Co Inc.(ECCcusip269808101)	23.5K	QoQ 0.00% (-0) YoY +126.37% (+13.1K)	All Managers (Combined)	$190.1K	0.0% ($190.1K/$594.1M)	QoQ -8.78% (-$18.3K) YoY +81.36% (+$85.3K)
American Airlines Group Inc.(AALcusip02376R102)	17.7K	QoQ +1.82% (-318) YoY -5.43% (-1.0K)	All Managers (Combined)	$186.9K	0.0% ($186.9K/$594.1M)	QoQ -38.36% (-$116.4K) YoY -35.00% (-$100.7K)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	12.2K	QoQ +2.13% (+255) YoY +11.12% (+1.2K)	All Managers (Combined)	$184.3K	0.0% ($184.3K/$594.1M)	QoQ +2.00% (+$3.6K) YoY +1.16% (+$2.1K)
Sachem Capital Corp.(SACHcusip78590A109)	118.9K	QoQ +1.97% (-2.3K) YoY +142.24% (-69.8K)	All Managers (Combined)	$138.0K	0.0% ($138.0K/$594.1M)	QoQ -12.37% (-$19.5K) YoY -36.99% (-$81.0K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	11.4K	QoQ +3.09% (-344) YoY -2.30% (-270)	All Managers (Combined)	$133.1K	0.0% ($133.1K/$594.1M)	QoQ -0.90% (-$1.2K) YoY -24.15% (-$42.4K)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	13.6K	QoQ +2.38% (+317) YoY -9.10% (-1.4K)	All Managers (Combined)	$112.0K	0.0% ($112.0K/$594.1M)	QoQ +0.32% (+$359) YoY -8.54% (-$10.5K)
Cushman & Wakefield plc(CWKcusipG2717B108)	10.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$105.3K	0.0% ($105.3K/$594.1M)	QoQ -21.86% (-$29.5K) YoY -2.29% (-$2.5K)
Lloyds Banking Group plc(LYGcusip539439109)	26.4K	QoQ -27.60% (-10.1K) YoY -31.50% (-12.1K)	All Managers (Combined)	$100.7K	0.0% ($100.7K/$594.1M)	QoQ +1.66% (-$1.7K) YoY +1.02% (-$1.0K)
TriplePoint Venture Growth BDC Corp.(TPVGcusip89677Y100)	13.6K	QoQ 0.00% (-0) YoY +36.10% (+3.6K)	All Managers (Combined)	$95.0K	0.0% ($95.0K/$594.1M)	QoQ -5.42% (-$5.4K) YoY +0.20% (+$198)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	14.5K	QoQ +3.73% (+522) YoY -7.48% (-1.2K)	All Managers (Combined)	$87.5K	0.0% ($87.5K/$594.1M)	QoQ +58.35% (+$32.2K) YoY +18.68% (-$13.8K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	10.4K	QoQ -33.61% (-5.3K) YoY NEW(+10.4K)	All Managers (Combined)	$81.0K	0.0% ($81.0K/$594.1M)	QoQ -36.08% (-$45.7K) YoY NEW(+$81.0K)
BrightSpire Capital, Inc.(BRSPcusip10949T109)	14.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$80.6K	0.0% ($80.6K/$594.1M)	QoQ -1.41% (-$1.2K) YoY -19.30% (-$19.3K)
Ares Commercial Real Estate Corp(ACREcusip04013V108)	17.0K	QoQ 0.00% (-0) YoY +70.00% (+7.0K)	All Managers (Combined)	$78.7K	0.0% ($78.7K/$594.1M)	QoQ -21.39% (-$21.4K) YoY +5.65% (+$4.2K)
(cusip21874A114)✕	19.0K	QoQ +11.75% (-2.0K) YoY +11.75% (+2.0K)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$594.1M)	QoQ -58.80% (-$82.2K) YoY +154.59% (+$35.0K)