CFO4Life Group, LLC
CIK
1706351
City
COPPELL
State / Country
TX
Top Portfolio Positions
136 positions ·
$249,334,669 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
311,009 | $30,597,065 | 12.27% | |
| AAPL |
Apple Inc.
Technology
|
119,496 | $30,326,889 | 12.16% | |
| MSFT |
Microsoft Corp
Technology
|
41,932 | $15,521,968 | 6.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,942 | $12,275,850 | 4.92% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
193,470 | $11,966,119 | 4.80% | |
| V |
Visa Inc.
Financial Services
|
28,099 | $8,492,641 | 3.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
24,606 | $8,092,667 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,216 | $7,538,672 | 3.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,136 | $7,100,862 | 2.85% | |
| NVDA |
Nvidia Corp
Technology
|
39,486 | $6,886,358 | 2.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $666,737 | 46,237 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $732,761 | 47,987 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $926,535 | 61,769 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $874,630 | 60,570 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $809,636 | 59,314 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $871,950 | 58,130 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $823,144 | 57,044 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $789,632 | 55,923 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $747,405 | 54,755 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $719,481 | 55,430 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $685,000 | 54,322 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $745,267 | 53,655 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $686,938 | 52,639 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $679,197 | 51,650 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $683,155 | 51,715 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $775,668 | 51,608 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $855,849 | 50,642 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $851,771 | 49,753 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $782,856 | 48,898 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $806,195 | 48,045 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $831,024 | 52,797 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $776,760 | 51,784 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $690,565 | 50,628 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $693,640 | 49,759 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $597,054 | 48,979 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||