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

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BlackRock, Inc.

BLK|09290D101

Shares:3.0K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$594.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.4K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$594.1M)

CSX CORP

CSX|126408103

Shares:94.6K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$594.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.0K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$594.1M)

46641Q837

Shares:46.8K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$594.1M)

AppLovin Corp

APP|03831W108

Shares:8.8K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$594.1M)

T-Mobile US, Inc.

TMUS|872590104

Shares:8.7K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$594.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$594.1M)

PROSPERITY BANCSHARES INC

PB|743606105

Shares:29.0K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$594.1M)

PEPSICO INC

PEP|713448108

Shares:13.4K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$594.1M)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:62.2K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$594.1M)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:3.4K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$594.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:28.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$594.1M)

Broadcom Inc.

AVGO|11135F101

Shares:10.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$594.1M)

Booking Holdings Inc.

BKNG|09857L108

Shares:361

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$594.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$594.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$594.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$594.1M)

464287663

IUSV|464287663

Shares:15.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$594.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:7.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BlackRock, Inc.(BLKcusip09290D101)	3.0K	QoQ -4.83% (-155) YoY NEW(+3.0K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$594.1M)	QoQ -12.15% (-$399.5K) YoY NEW(+$2.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.4K	QoQ +15.81% (+733) YoY +21.36% (+945)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$594.1M)	QoQ +36.07% (+$758.0K) YoY +53.70% (+$999.0K)
CSX CORP(CSXcusip126408103)	94.6K	QoQ 0.00% (-0) YoY -0.34% (-324)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$594.1M)	QoQ -8.80% (-$268.8K) YoY -20.88% (-$735.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.0K	QoQ -2.86% (-294) YoY -0.55% (-56)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$594.1M)	QoQ -0.59% (-$14.7K) YoY +21.77% (-$438.0K)
(cusip46641Q837)✕	46.8K	QoQ -8.84% (-4.5K) YoY -28.97% (-19.1K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$594.1M)	QoQ -8.37% (-$216.7K) YoY -28.72% (-$955.3K)
AppLovin Corp(APPcusip03831W108)	8.8K	QoQ -5.25% (-490) YoY -12.12% (-1.2K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$594.1M)	QoQ -22.47% (-$678.9K) YoY +236.36% (-$1.6M)
T-Mobile US, Inc.(TMUScusip872590104)	8.7K	QoQ -5.11% (-467) YoY +51.77% (+3.0K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$594.1M)	QoQ +14.65% (-$295.3K) YoY +147.99% (+$1.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.8K	QoQ +2.24% (-83) YoY -3.60% (-141)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$594.1M)	QoQ -2.40% (-$52.0K) YoY +3.09% (-$63.5K)
PROSPERITY BANCSHARES INC(PBcusip743606105)	29.0K	QoQ -0.02% (-8) YoY -3.77% (-1.1K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$594.1M)	QoQ -5.30% (-$116.2K) YoY +4.40% (-$87.5K)
PEPSICO INC(PEPcusip713448108)	13.4K	QoQ -5.83% (-834) YoY -7.31% (-1.1K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$594.1M)	QoQ -7.14% (-$155.3K) YoY -20.59% (-$523.1K)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	62.2K	QoQ -0.82% (-520) YoY -36.69% (-36.1K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$594.1M)	QoQ -0.67% (-$13.7K) YoY -34.23% (-$1.0M)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	3.4K	QoQ -0.05% (-2) YoY +0.32% (+11)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$594.1M)	QoQ -8.02% (-$167.7K) YoY +15.09% (+$252.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	28.3K	QoQ +1.08% (+303) YoY -0.87% (-251)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$594.1M)	QoQ +5.36% (+$89.1K) YoY +22.55% (-$321.8K)
Broadcom Inc.(AVGOcusip11135F101)	10.3K	QoQ +1.72% (-175) YoY +744.57% (+9.1K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$594.1M)	QoQ -26.54% (-$625.9K) YoY +6.65% (+$108.0K)
Booking Holdings Inc.(BKNGcusip09857L108)	361	QoQ -3.98% (-15) YoY -3.73% (-14)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$594.1M)	QoQ -11.13% (-$208.2K) YoY +21.98% (-$299.4K)
ELI LILLY & Co(LLYcusip532457108)	1.9K	QoQ +78.46% (+816) YoY +101.73% (+936)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$594.1M)	QoQ +90.89% (+$730.0K) YoY +114.21% (+$817.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.2K	QoQ -10.11% (-1.0K) YoY -9.81% (-996)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$594.1M)	QoQ +3.07% (-$45.3K) YoY -5.44% (-$87.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.2K	QoQ -1.80% (-59) YoY -4.92% (-166)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$594.1M)	QoQ -9.93% (-$165.6K) YoY +0.40% (-$6.0K)
(IUSVcusip464287663)	15.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$594.1M)	QoQ -0.32% (-$4.6K) YoY +2.04% (+$28.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	7.6K	QoQ +4.09% (-301) YoY +19.42% (+1.2K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$594.1M)	QoQ -0.23% (-$3.3K) YoY +23.19% (+$258.6K)