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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AMERICAN EXPRESS CO

AXP|025816109

Shares:3.1K

Value:$847.2K

% of Portfolio:0.1% ($847.2K/$594.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.6K

Value:$844.0K

% of Portfolio:0.1% ($844.0K/$594.1M)

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:59.3K

Value:$809.6K

% of Portfolio:0.1% ($809.6K/$594.1M)

CHEVRON CORP

CVX|166764100

Shares:4.7K

Value:$784.3K

% of Portfolio:0.1% ($784.3K/$594.1M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:6.0K

Value:$737.4K

% of Portfolio:0.1% ($737.4K/$594.1M)

Walt Disney Co

DIS|254687106

Shares:7.4K

Value:$728.9K

% of Portfolio:0.1% ($728.9K/$594.1M)

92189F536

Shares:41.6K

Value:$723.9K

% of Portfolio:0.1% ($723.9K/$594.1M)

45409F843

Shares:29.4K

Value:$695.2K

% of Portfolio:0.1% ($695.2K/$594.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.3K

Value:$693.7K

% of Portfolio:0.1% ($693.7K/$594.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:16.5K

Value:$687.0K

% of Portfolio:0.1% ($687.0K/$594.1M)

464287614

IWF|464287614

Shares:1.9K

Value:$671.7K

% of Portfolio:0.1% ($671.7K/$594.1M)

Philip Morris International Inc.

PM|718172109

Shares:4.2K

Value:$671.0K

% of Portfolio:0.1% ($671.0K/$594.1M)

NOVARTIS AG

NVS|66987V109

Shares:6.0K

Value:$667.7K

% of Portfolio:0.1% ($667.7K/$594.1M)

ENBRIDGE INC

ENB|29250N105

Shares:14.9K

Value:$660.0K

% of Portfolio:0.1% ($660.0K/$594.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.5K

Value:$658.9K

% of Portfolio:0.1% ($658.9K/$594.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.0K

Value:$647.7K

% of Portfolio:0.1% ($647.7K/$594.1M)

Expedia Group, Inc.

EXPE|30212P303

Shares:3.8K

Value:$646.3K

% of Portfolio:0.1% ($646.3K/$594.1M)

PFIZER INC

PFE|717081103

Shares:25.3K

Value:$642.0K

% of Portfolio:0.1% ($642.0K/$594.1M)

AMGEN INC

AMGN|031162100

Shares:2.0K

Value:$635.5K

% of Portfolio:0.1% ($635.5K/$594.1M)

464288414

MUB|464288414

Shares:5.9K

Value:$623.4K

% of Portfolio:0.1% ($623.4K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	3.1K	QoQ -7.65% (-261) YoY NEW(+3.1K)	All Managers (Combined)	$847.2K	0.1% ($847.2K/$594.1M)	QoQ -16.29% (-$164.9K) YoY NEW(+$847.2K)
UNION PACIFIC CORP(UNPcusip907818108)	3.6K	QoQ +2.40% (+84) YoY +6.14% (+207)	All Managers (Combined)	$844.0K	0.1% ($844.0K/$594.1M)	QoQ +6.08% (+$48.4K) YoY +1.96% (+$16.3K)
Eaton Vance Tax-Managed Buy-Write Income Fund(ETBcusip27828X100)	59.3K	QoQ +2.03% (-1.2K) YoY +8.32% (+4.6K)	All Managers (Combined)	$809.6K	0.1% ($809.6K/$594.1M)	QoQ -7.14% (-$62.3K) YoY +8.32% (+$62.2K)
CHEVRON CORP(CVXcusip166764100)	4.7K	QoQ -6.35% (-318) YoY -41.54% (-3.3K)	All Managers (Combined)	$784.3K	0.1% ($784.3K/$594.1M)	QoQ +8.16% (-$59.2K) YoY -38.00% (-$480.7K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	6.0K	QoQ -18.81% (-1.4K) YoY -20.19% (-1.5K)	All Managers (Combined)	$737.4K	0.1% ($737.4K/$594.1M)	QoQ -8.17% (-$65.7K) YoY -4.17% (-$32.1K)
Walt Disney Co(DIScusip254687106)	7.4K	QoQ -8.22% (-662) YoY +121.43% (+4.0K)	All Managers (Combined)	$728.9K	0.1% ($728.9K/$594.1M)	QoQ -18.64% (-$167.1K) YoY +78.59% (+$320.8K)
(cusip92189F536)✕	41.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$723.9K	0.1% ($723.9K/$594.1M)	QoQ -2.74% (-$20.4K) YoY -3.44% (-$25.8K)
(cusip45409F843)✕	29.4K	QoQ +0.84% (-246) YoY -7.87% (-2.5K)	All Managers (Combined)	$695.2K	0.1% ($695.2K/$594.1M)	QoQ -0.04% (-$307) YoY -10.41% (-$80.9K)
AbbVie Inc.(ABBVcusip00287Y109)	3.3K	QoQ +3.56% (+114) YoY +13.85% (+403)	All Managers (Combined)	$693.7K	0.1% ($693.7K/$594.1M)	QoQ +22.11% (+$125.6K) YoY +30.98% (+$164.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	16.5K	QoQ -46.04% (-14.1K) YoY +17.04% (+2.4K)	All Managers (Combined)	$687.0K	0.1% ($687.0K/$594.1M)	QoQ -48.77% (-$654.1K) YoY +28.80% (+$153.7K)
(IWFcusip464287614)	1.9K	QoQ -9.13% (-187) YoY +29.16% (+420)	All Managers (Combined)	$671.7K	0.1% ($671.7K/$594.1M)	QoQ -18.29% (-$150.4K) YoY +38.42% (+$186.5K)
Philip Morris International Inc.(PMcusip718172109)	4.2K	QoQ -10.97% (-521) YoY -8.58% (-397)	All Managers (Combined)	$671.0K	0.1% ($671.0K/$594.1M)	QoQ +17.41% (-$99.5K) YoY +58.38% (-$247.4K)
NOVARTIS AG(NVScusip66987V109)	6.0K	QoQ -9.51% (-630) YoY -6.50% (-417)	All Managers (Combined)	$667.7K	0.1% ($667.7K/$594.1M)	QoQ +3.65% (-$23.6K) YoY +7.74% (-$48.0K)
ENBRIDGE INC(ENBcusip29250N105)	14.9K	QoQ -10.38% (-1.7K) YoY -8.41% (-1.4K)	All Managers (Combined)	$660.0K	0.1% ($660.0K/$594.1M)	QoQ -6.41% (-$45.2K) YoY +12.16% (-$71.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.5K	QoQ -16.94% (-301) YoY -11.88% (-199)	All Managers (Combined)	$658.9K	0.1% ($658.9K/$594.1M)	QoQ -23.65% (-$204.2K) YoY -13.46% (-$102.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.0K	QoQ -1.65% (-152) YoY +68.88% (+3.7K)	All Managers (Combined)	$647.7K	0.1% ($647.7K/$594.1M)	QoQ +0.51% (-$3.3K) YoY +109.19% (+$338.1K)
Expedia Group, Inc.(EXPEcusip30212P303)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$646.3K	0.1% ($646.3K/$594.1M)	QoQ NEW(+$646.3K) YoY NEW(+$646.3K)
PFIZER INC(PFEcusip717081103)	25.3K	QoQ -11.80% (-3.4K) YoY -1.43% (-369)	All Managers (Combined)	$642.0K	0.1% ($642.0K/$594.1M)	QoQ -15.75% (-$120.1K) YoY -9.99% (-$71.3K)
AMGEN INC(AMGNcusip031162100)	2.0K	QoQ -5.11% (-110) YoY -5.94% (-129)	All Managers (Combined)	$635.5K	0.1% ($635.5K/$594.1M)	QoQ +13.40% (-$75.1K) YoY +3.07% (-$18.9K)
(MUBcusip464288414)	5.9K	QoQ -7.14% (-455) YoY 0.00% (-0)	All Managers (Combined)	$623.4K	0.1% ($623.4K/$594.1M)	QoQ -8.11% (-$55.0K) YoY -2.00% (-$12.8K)