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 6 of 12

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QUALCOMM INC/DE

QCOM|747525103

Shares:4.0K

Value:$622.0K

% of Portfolio:0.1% ($622.0K/$594.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.3K

Value:$612.9K

% of Portfolio:0.1% ($612.9K/$594.1M)

DOCUSIGN, INC.

DOCU|256163106

Shares:7.5K

Value:$611.6K

% of Portfolio:0.1% ($611.6K/$594.1M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:6.1K

Value:$602.1K

% of Portfolio:0.1% ($602.1K/$594.1M)

BlackRock Enhanced Large Cap Core Fund, Inc.

CII|09256A109

Shares:32.3K

Value:$597.2K

% of Portfolio:0.1% ($597.2K/$594.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:9.9K

Value:$596.8K

% of Portfolio:0.1% ($596.8K/$594.1M)

EMCOR Group, Inc.

EME|29084Q100

Shares:1.6K

Value:$593.6K

% of Portfolio:0.1% ($593.6K/$594.1M)

464287150

ITOT|464287150

Shares:4.9K

Value:$592.2K

% of Portfolio:0.1% ($592.2K/$594.1M)

922908736

VUG|922908736

Shares:1.6K

Value:$585.4K

% of Portfolio:0.1% ($585.4K/$594.1M)

464287655

IWM|464287655

Shares:2.9K

Value:$579.9K

% of Portfolio:0.1% ($579.9K/$594.1M)

RESMED INC

RMD|761152107

Shares:2.5K

Value:$563.8K

% of Portfolio:0.1% ($563.8K/$594.1M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:8.6K

Value:$560.1K

% of Portfolio:0.1% ($560.1K/$594.1M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:7.9K

Value:$559.4K

% of Portfolio:0.1% ($559.4K/$594.1M)

AMEREN CORP

AEE|023608102

Shares:5.6K

Value:$558.9K

% of Portfolio:0.1% ($558.9K/$594.1M)

CITIGROUP INC

C|172967424

Shares:7.7K

Value:$549.0K

% of Portfolio:0.1% ($549.0K/$594.1M)

PINTEREST, INC.

PINS|72352L106

Shares:17.3K

Value:$537.0K

% of Portfolio:0.1% ($537.0K/$594.1M)

NetApp, Inc.

NTAP|64110D104

Shares:5.9K

Value:$514.5K

% of Portfolio:0.1% ($514.5K/$594.1M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:8.0K

Value:$507.5K

% of Portfolio:0.1% ($507.5K/$594.1M)

MCDONALDS CORP

MCD|580135101

Shares:1.6K

Value:$507.2K

% of Portfolio:0.1% ($507.2K/$594.1M)

Bain Capital Specialty Finance, Inc.

BCSF|05684B107

Shares:30.1K

Value:$499.2K

% of Portfolio:0.1% ($499.2K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	4.0K	QoQ -11.40% (-521) YoY -13.59% (-637)	All Managers (Combined)	$622.0K	0.1% ($622.0K/$594.1M)	QoQ -11.40% (-$80.0K) YoY -21.60% (-$171.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.3K	QoQ +4.71% (+327) YoY NEW(+7.3K)	All Managers (Combined)	$612.9K	0.1% ($612.9K/$594.1M)	QoQ +16.85% (+$88.4K) YoY NEW(+$612.9K)
DOCUSIGN, INC.(DOCUcusip256163106)	7.5K	QoQ -13.12% (-1.1K) YoY NEW(+7.5K)	All Managers (Combined)	$611.6K	0.1% ($611.6K/$594.1M)	QoQ -21.37% (-$166.2K) YoY NEW(+$611.6K)
NORTHERN TRUST CORP(NTRScusip665859104)	6.1K	QoQ -3.67% (-233) YoY NEW(+6.1K)	All Managers (Combined)	$602.1K	0.1% ($602.1K/$594.1M)	QoQ -7.30% (-$47.4K) YoY NEW(+$602.1K)
BlackRock Enhanced Large Cap Core Fund, Inc.(CIIcusip09256A109)	32.3K	QoQ +0.67% (-217) YoY +2.17% (-688)	All Managers (Combined)	$597.2K	0.1% ($597.2K/$594.1M)	QoQ -7.48% (-$48.3K) YoY -3.17% (-$19.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	9.9K	QoQ -0.86% (-87) YoY +10.19% (+920)	All Managers (Combined)	$596.8K	0.1% ($596.8K/$594.1M)	QoQ +13.79% (-$72.3K) YoY +51.63% (+$203.2K)
EMCOR Group, Inc.(EMEcusip29084Q100)	1.6K	QoQ -3.71% (-62) YoY NEW(+1.6K)	All Managers (Combined)	$593.6K	0.1% ($593.6K/$594.1M)	QoQ -21.59% (-$163.5K) YoY NEW(+$593.6K)
(ITOTcusip464287150)	4.9K	QoQ +5.52% (+254) YoY -2.19% (-109)	All Managers (Combined)	$592.2K	0.1% ($592.2K/$594.1M)	QoQ +0.09% (+$585) YoY +3.49% (-$20.0K)
(VUGcusip922908736)	1.6K	QoQ -12.08% (-217) YoY -2.04% (-33)	All Managers (Combined)	$585.4K	0.1% ($585.4K/$594.1M)	QoQ -20.57% (-$151.7K) YoY +5.50% (-$30.5K)
(IWMcusip464287655)	2.9K	QoQ -32.61% (-1.4K) YoY -30.27% (-1.3K)	All Managers (Combined)	$579.9K	0.1% ($579.9K/$594.1M)	QoQ -39.16% (-$373.3K) YoY -33.85% (-$296.8K)
RESMED INC(RMDcusip761152107)	2.5K	QoQ -2.96% (-77) YoY NEW(+2.5K)	All Managers (Combined)	$563.8K	0.1% ($563.8K/$594.1M)	QoQ -5.04% (-$29.9K) YoY NEW(+$563.8K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$560.1K	0.1% ($560.1K/$594.1M)	QoQ NEW(+$560.1K) YoY NEW(+$560.1K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$559.4K	0.1% ($559.4K/$594.1M)	QoQ NEW(+$559.4K) YoY NEW(+$559.4K)
AMEREN CORP(AEEcusip023608102)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$558.9K	0.1% ($558.9K/$594.1M)	QoQ NEW(+$558.9K) YoY NEW(+$558.9K)
CITIGROUP INC(Ccusip172967424)	7.7K	QoQ -0.02% (-2) YoY +4.91% (+362)	All Managers (Combined)	$549.0K	0.1% ($549.0K/$594.1M)	QoQ +0.83% (-$4.5K) YoY +17.77% (+$82.9K)
PINTEREST, INC.(PINScusip72352L106)	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$537.0K	0.1% ($537.0K/$594.1M)	QoQ NEW(+$537.0K) YoY NEW(+$537.0K)
NetApp, Inc.(NTAPcusip64110D104)	5.9K	QoQ -3.57% (-217) YoY NEW(+5.9K)	All Managers (Combined)	$514.5K	0.1% ($514.5K/$594.1M)	QoQ -27.03% (-$190.7K) YoY NEW(+$514.5K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	8.0K	QoQ -1.30% (-106) YoY -12.15% (-1.1K)	All Managers (Combined)	$507.5K	0.1% ($507.5K/$594.1M)	QoQ -8.32% (-$46.1K) YoY -4.19% (-$22.2K)
MCDONALDS CORP(MCDcusip580135101)	1.6K	QoQ -15.19% (-291) YoY -44.13% (-1.3K)	All Managers (Combined)	$507.2K	0.1% ($507.2K/$594.1M)	QoQ -8.65% (-$48.1K) YoY -38.10% (-$312.3K)
Bain Capital Specialty Finance, Inc.(BCSFcusip05684B107)	30.1K	QoQ -4.53% (-1.4K) YoY +2.81% (+824)	All Managers (Combined)	$499.2K	0.1% ($499.2K/$594.1M)	QoQ -9.54% (-$52.7K) YoY +8.84% (+$40.6K)