CFO4Life Group, LLC
Top Portfolio Positions
135 positions ·
$247,477,290 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 | 12.36% | |
| AAPL |
Apple Inc.
Technology
|
119,496 | $30,326,889 | 12.25% | |
| MSFT |
Microsoft Corp
Technology
|
41,932 | $15,521,968 | 6.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,942 | $12,275,850 | 4.96% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
193,470 | $11,966,119 | 4.84% | |
| V |
Visa Inc.
Financial Services
|
28,099 | $8,492,641 | 3.43% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
24,606 | $8,092,667 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,216 | $7,538,672 | 3.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,136 | $7,100,862 | 2.87% | |
| NVDA |
Nvidia Corp
Technology
|
39,486 | $6,886,358 | 2.78% |
Portfolio Trend
Holdings in MBIO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,895 | 20,461 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,714 | 12,961 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,900 | 10,461 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||