Portfolio (Quarterly)
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CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BIZD | VANECK ETF TRUST | — | 47,025.0 | $595K | 0.08% | NEW | — | $12.66 | +5.0% |
| 122 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,157.0 | $590K | 0.08% | NEW | — | $509.55 | +10.6% |
| 123 | BINC | BLACKROCK ETF TRUST II | — | 11,185.0 | $585K | 0.08% | NEW | — | $52.34 | -0.6% |
| 124 | BALT | INNOVATOR ETFS TRUST | — | 16,315.0 | $559K | 0.07% | NEW | — | $34.27 | +1.3% |
| 125 | CI | THE CIGNA GROUP | Healthcare | 2,026.0 | $559K | 0.07% | NEW | — | $275.68 | +0.7% |
| 126 | — | SOUTHSTATE BK CORP | — | 5,544.0 | $554K | 0.07% | NEW | — | $99.91 | — |
| 127 | ENB | ENBRIDGE INC | Energy | 10,091.0 | $547K | 0.07% | NEW | — | $54.21 | -6.9% |
| 128 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 7,432.0 | $545K | 0.07% | NEW | — | $73.35 | -17.7% |
| 129 | CAT | CATERPILLAR INC | Industrials | 486.0 | $518K | 0.07% | NEW | — | $1064.90 | -22.3% |
| 130 | SPLV | INVESCO EXCH TRADED FD TR II | — | 6,908.0 | $517K | 0.07% | NEW | — | $74.90 | +0.5% |
| 131 | IEMG | ISHARES INC | — | 6,091.0 | $505K | 0.07% | NEW | — | $82.84 | -1.5% |
| 132 | SPMO | INVESCO EXCH TRADED FD TR II | — | 3,099.0 | $501K | 0.07% | NEW | — | $161.55 | -7.9% |
| 133 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,661.0 | $495K | 0.07% | NEW | — | $297.89 | -20.4% |
| 134 | GLD | SPDR GOLD TR | Financial Services | 1,327.0 | $489K | 0.07% | NEW | — | $368.38 | +14.9% |
| 135 | AMGN | AMGEN INC | Healthcare | 1,340.0 | $485K | 0.07% | NEW | — | $362.20 | +21.3% |
| 136 | FDX | FEDEX CORP | Industrials | 1,517.0 | $475K | 0.06% | NEW | — | $313.10 | +3.8% |
| 137 | AMAT | APPLIED MATLS INC | Technology | 656.0 | $474K | 0.06% | NEW | — | $723.00 | -31.9% |
| 138 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 11,059.0 | $468K | 0.06% | NEW | — | $42.34 | +16.8% |
| 139 | KMI | KINDER MORGAN INC DEL | Energy | 14,537.0 | $465K | 0.06% | NEW | — | $31.97 | -3.1% |
| 140 | GEV | GE VERNOVA INC | Utilities | 390.0 | $458K | 0.06% | NEW | — | $1174.86 | -18.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.9%
Industrials
19.5%
Financial Services
14.8%
Consumer Cyclical
10.2%
Consumer Defensive
9.1%
Communication Services
6.2%
Healthcare
3.6%
Energy
2.9%
Real Estate
0.5%
Utilities
0.5%