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 9 of 12

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ABBOTT LABORATORIES

ABT|002824100

Shares:2.2K

Value:$292.8K

% of Portfolio:0.0% ($292.8K/$594.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$292.1K

% of Portfolio:0.0% ($292.1K/$594.1M)

COMCAST CORP

CMCSA|20030N101

Shares:7.9K

Value:$290.1K

% of Portfolio:0.0% ($290.1K/$594.1M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.7K

Value:$284.9K

% of Portfolio:0.0% ($284.9K/$594.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.7K

Value:$284.0K

% of Portfolio:0.0% ($284.0K/$594.1M)

RTX Corp

RTX|75513E101

Shares:2.1K

Value:$283.8K

% of Portfolio:0.0% ($283.8K/$594.1M)

Energy Transfer LP

ET|29273V100

Shares:14.6K

Value:$271.8K

% of Portfolio:0.0% ($271.8K/$594.1M)

HOME BANCSHARES INC

HOMB|436893200

Shares:9.5K

Value:$269.7K

% of Portfolio:0.0% ($269.7K/$594.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3K

Value:$265.5K

% of Portfolio:0.0% ($265.5K/$594.1M)

464287689

IWV|464287689

Shares:824

Value:$261.7K

% of Portfolio:0.0% ($261.7K/$594.1M)

464287168

DVY|464287168

Shares:1.9K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$594.1M)

316092782

Shares:4.3K

Value:$254.3K

% of Portfolio:0.0% ($254.3K/$594.1M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:26.5K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$594.1M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:17.5K

Value:$252.4K

% of Portfolio:0.0% ($252.4K/$594.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.8K

Value:$251.1K

% of Portfolio:0.0% ($251.1K/$594.1M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.0K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$594.1M)

92189F411

Shares:14.7K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$594.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:450

Value:$245.8K

% of Portfolio:0.0% ($245.8K/$594.1M)

464287606

IJK|464287606

Shares:3.0K

Value:$245.7K

% of Portfolio:0.0% ($245.7K/$594.1M)

81369Y803

XLK|81369Y803

Shares:1.2K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	2.2K	QoQ +6.36% (+132) YoY NEW(+2.2K)	All Managers (Combined)	$292.8K	0.0% ($292.8K/$594.1M)	QoQ +24.75% (+$58.1K) YoY NEW(+$292.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ +8.66% (+107) YoY +19.92% (+223)	All Managers (Combined)	$292.1K	0.0% ($292.1K/$594.1M)	QoQ +28.91% (+$65.5K) YoY +32.09% (+$71.0K)
COMCAST CORP(CMCSAcusip20030N101)	7.9K	QoQ -17.82% (-1.7K) YoY -11.77% (-1.0K)	All Managers (Combined)	$290.1K	0.0% ($290.1K/$594.1M)	QoQ -19.20% (-$69.0K) YoY -24.90% (-$96.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.7K	QoQ +7.40% (+322) YoY +8.65% (+372)	All Managers (Combined)	$284.9K	0.0% ($284.9K/$594.1M)	QoQ +15.80% (+$38.9K) YoY +22.19% (+$51.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.7K	QoQ -2.22% (-39) YoY NEW(+1.7K)	All Managers (Combined)	$284.0K	0.0% ($284.0K/$594.1M)	QoQ -17.81% (-$61.6K) YoY NEW(+$284.0K)
RTX Corp(RTXcusip75513E101)	2.1K	QoQ -6.99% (-161) YoY +2.14% (+45)	All Managers (Combined)	$283.8K	0.0% ($283.8K/$594.1M)	QoQ +6.46% (-$17.2K) YoY +38.74% (+$79.2K)
Energy Transfer LP(ETcusip29273V100)	14.6K	QoQ +0.31% (-46) YoY +1.28% (+186)	All Managers (Combined)	$271.8K	0.0% ($271.8K/$594.1M)	QoQ -4.80% (-$13.7K) YoY +19.70% (+$44.7K)
HOME BANCSHARES INC(HOMBcusip436893200)	9.5K	QoQ -32.94% (-4.7K) YoY -66.32% (-18.8K)	All Managers (Combined)	$269.7K	0.0% ($269.7K/$594.1M)	QoQ -33.01% (-$132.9K) YoY -61.25% (-$426.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$265.5K	0.0% ($265.5K/$594.1M)	QoQ NEW(+$265.5K) YoY NEW(+$265.5K)
(IWVcusip464287689)	824	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$261.7K	0.0% ($261.7K/$594.1M)	QoQ -4.96% (-$13.7K) YoY +5.85% (+$14.5K)
(DVYcusip464287168)	1.9K	QoQ -5.18% (-104) YoY -13.63% (-300)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$594.1M)	QoQ -3.02% (-$8.0K) YoY -5.84% (-$15.8K)
(cusip316092782)✕	4.3K	QoQ +0.35% (-15) YoY -9.42% (-444)	All Managers (Combined)	$254.3K	0.0% ($254.3K/$594.1M)	QoQ -2.78% (-$7.3K) YoY -5.37% (-$14.4K)
AGNC Investment Corp.(AGNCcusip00123Q104)	26.5K	QoQ +8.04% (+2.0K) YoY NEW(+26.5K)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$594.1M)	QoQ +12.38% (+$28.0K) YoY NEW(+$254.0K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	17.5K	QoQ 0.00% (+0) YoY +54.42% (+6.2K)	All Managers (Combined)	$252.4K	0.0% ($252.4K/$594.1M)	QoQ +0.62% (+$1.6K) YoY +50.16% (+$84.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.8K	QoQ +6.34% (-167) YoY +6.22% (-164)	All Managers (Combined)	$251.1K	0.0% ($251.1K/$594.1M)	QoQ -4.04% (-$10.6K) YoY -27.73% (-$96.4K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.0K	QoQ -3.44% (-37) YoY NEW(+1.0K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$594.1M)	QoQ +16.21% (-$35.0K) YoY NEW(+$250.9K)
(cusip92189F411)✕	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$594.1M)	QoQ NEW(+$246.6K) YoY NEW(+$246.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	450	QoQ -30.76% (-200) YoY -35.34% (-246)	All Managers (Combined)	$245.8K	0.0% ($245.8K/$594.1M)	QoQ -33.96% (-$126.5K) YoY -15.50% (-$45.1K)
(IJKcusip464287606)	3.0K	QoQ -0.33% (-10) YoY 0.00% (-0)	All Managers (Combined)	$245.7K	0.0% ($245.7K/$594.1M)	QoQ -8.72% (-$23.5K) YoY -8.73% (-$23.5K)
(XLKcusip81369Y803)	1.2K	QoQ +6.81% (-75) YoY +6.81% (+75)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$594.1M)	QoQ -5.14% (-$13.2K) YoY +5.90% (+$13.5K)