Asset Manager
← All Institutions
CFO4Life Group, LLC
Market Value
$687M
+7.8%
Holdings
239
+2
New Purchases
18
Added To
130
Closed
9
Reduced
55
Top 10 Concentration
48.6%
Turnover
11.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 4.65% | 4.02% | +0.62% | $32M |
| APP | 0.75% | 0.35% | +0.39% | $5M |
| MSFT | 3.55% | 3.24% | +0.31% | $24M |
| GOOG | 1.04% | 0.77% | +0.27% | $7M |
| GOOGL | 1.01% | 0.76% | +0.25% | $7M |
| TSLA | 0.45% | 0.22% | +0.24% | $3M |
| DYNF | 6.33% | 6.13% | +0.19% | $43M |
| NVDA | 1.27% | 1.12% | +0.16% | $9M |
| MMIT | 1.67% | 1.54% | +0.14% | $11M |
| BRK-B | 0.47% | 0.39% | +0.08% | $3M |
| SSB | 0.08% | 0.00% | +0.08% | $542K |
| CORZ | 0.08% | 0.00% | +0.08% | $521K |
| UGI | 0.07% | 0.00% | +0.07% | $474K |
| AVGO | 0.52% | 0.46% | +0.07% | $4M |
| BE | 0.09% | 0.03% | +0.06% | $638K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| UPS | 3.79% | 4.96% | -1.17% | $26M |
| DAR | 0.96% | 1.33% | -0.38% | $7M |
| IEI | 0.97% | 1.19% | -0.23% | $7M |
| JEPI | 1.29% | 1.42% | -0.14% | $9M |
| CB | 0.00% | 0.13% | -0.13% | $0 |
| AMZN | 1.94% | 2.06% | -0.12% | $13M |
| QCOM | 0.00% | 0.11% | -0.11% | $0 |
| V | 1.45% | 1.56% | -0.11% | $10M |
| WM | 0.85% | 0.96% | -0.11% | $6M |
| VCRB | 1.82% | 1.91% | -0.09% | $13M |
| AEE | 0.00% | 0.09% | -0.09% | $0 |
| MA | 1.09% | 1.17% | -0.08% | $8M |
| JMST | 0.74% | 0.81% | -0.07% | $5M |
| WMT | 2.61% | 2.68% | -0.07% | $18M |
| MTUM | 2.35% | 2.42% | -0.07% | $16M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 67 | $300M | 43.7% |
| Large Cap | 110 | $287M | 41.8% |
| Mid Cap | 34 | $76M | 11.1% |
| Small Cap | 24 | $24M | 3.4% |
| Micro Cap | 4 | $303K | 0.0% |
Portfolio Analytics
Avg Market Cap
$297.3B
Median Market Cap
$77.2B
Avg P/E
30.9
Median P/E
21.0
Avg Dividend Yield
0.04%
Avg Beta
0.99
# Stocks
154
# ETFs / Funds
85
Top Holdings (239 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 12.96% | 145,447 | $89M | $612.38 | $7M | +570 | +0.4% | |
| 2 | DYNF | 6.33% | 734,491 | $43M | $59.20 | $4M | +16,204 | +2.3% | |
| 3 | QUAL | 5.05% | 178,347 | $35M | $194.50 | $2M | +1,593 | +0.9% | |
| 4 | IEFA | 4.90% | 385,438 | $34M | $87.31 | $2M | +11,448 | +3.1% | |
| 5 | AAPL | 4.65% | 125,441 | $32M | $254.63 | $6M | +406 | +0.3% | |
| 6 | UPS | 3.79% | 312,084 | $26M | $83.53 | -$6M | -1,287 | -0.4% | |
| 7 | MSFT | 3.55% | 47,151 | $24M | $517.95 | $4M | +5,567 | +13.4% | |
| 8 | WMT | 2.61% | 173,950 | $18M | $103.06 | $853K | -667 | -0.4% | |
| 9 | JMUB | 2.42% | 330,165 | $17M | $50.47 | $1M | +21,245 | +6.9% | |
| 10 | MTUM | 2.35% | 62,935 | $16M | $256.45 | $736K | -1,162 | -1.8% | |
| 11 | VFLO | 1.96% | 358,354 | $13M | $37.50 | $1M | +7,966 | +2.3% | |
| 12 | AMZN | 1.94% | 60,682 | $13M | $219.57 | $216K | +934 | +1.6% | |
| 13 | VCRB | 1.82% | 159,930 | $13M | $78.41 | $336K | +2,625 | +1.7% | |
| 14 | MMIT | 1.67% | 473,236 | $11M | $24.30 | $2M | +62,196 | +15.1% | |
| 15 | IJR | 1.65% | 95,198 | $11M | $118.83 | $982K | +675 | +0.7% | |
| 16 | HD | 1.51% | 25,558 | $10M | $405.19 | $965K | -54 | -0.2% | |
| 17 | V | 1.45% | 29,165 | $10M | $341.38 | $37K | +1,227 | +4.4% | |
| 18 | JEPI | 1.29% | 154,897 | $9M | $57.10 | -$227K | -4,667 | -2.9% | |
| 19 | NVDA | 1.27% | 46,929 | $9M | $186.58 | $2M | +1,826 | +4.0% | |
| 20 | VTI | 1.26% | 26,456 | $9M | $328.16 | $649K | +27 | +0.1% | |
| 21 | VLUE | 1.24% | 68,084 | $9M | $125.05 | $657K | -1,318 | -1.9% | |
| 22 | GSLC | 1.12% | 59,299 | $8M | $130.28 | $605K | +637 | +1.1% | |
| 23 | MA | 1.09% | 13,196 | $8M | $568.82 | $42K | -87 | -0.7% | |
| 24 | GOOG | 1.04% | 29,415 | $7M | $243.55 | $2M | +1,801 | +6.5% | |
| 25 | IXUS | 1.01% | 84,379 | $7M | $82.58 | $562K | +1,523 | +1.8% | |
| 26 | GOOGL | 1.01% | 28,643 | $7M | $243.10 | $2M | +1,118 | +4.1% | |
| 27 | IEI | 0.97% | 55,522 | $7M | $119.51 | -$961K | -8,268 | -13.0% | |
| 28 | DAR | 0.96% | 213,212 | $7M | $30.87 | -$2M | -11,083 | -4.9% | |
| 29 | META | 0.87% | 8,162 | $6M | $734.38 | $267K | +403 | +5.2% | |
| 30 | GSIE | 0.86% | 143,474 | $6M | $41.11 | $270K | +1,571 | +1.1% | |
| 31 | WM | 0.85% | 26,500 | $6M | $220.83 | -$255K | -189 | -0.7% | |
| 32 | FBND | 0.80% | 118,219 | $5M | $46.24 | $269K | +4,603 | +4.0% | |
| 33 | APP | 0.75% | 7,155 | $5M | $718.54 | $3M | +717 | +11.1% | |
| 34 | JMST | 0.74% | 99,044 | $5M | $51.04 | -$99K | -2,186 | -2.2% | |
| 35 | VPLS | 0.63% | 55,086 | $4M | $78.63 | $252K | +2,655 | +5.1% | |
| 36 | HTRB | 0.63% | 125,515 | $4M | $34.29 | $235K | +5,383 | +4.5% | |
| 37 | VWO | 0.57% | 71,934 | $4M | $54.18 | $395K | +1,130 | +1.6% | |
| 38 | AVGO | 0.52% | 10,885 | $4M | $329.90 | $686K | +347 | +3.3% | |
| 39 | FIXD | 0.52% | 80,097 | $4M | $44.42 | -$50K | -2,098 | -2.5% | |
| 40 | CSX | 0.49% | 93,994 | $3M | $35.51 | $271K | +9 | +0.0% | |
| 41 | BLK | 0.47% | 2,774 | $3M | $1,165.97 | $328K | +4 | +0.1% | |
| 42 | BRK-B | 0.47% | 6,412 | $3M | $502.74 | $759K | +1,338 | +26.4% | |
| 43 | TSLA | 0.45% | 6,981 | $3M | $444.75 | $2M | +2,640 | +60.8% | |
| 44 | XONA.DE | 0.45% | 27,318 | $3M | $112.75 | $135K | -2 | -0.0% | |
| 45 | JPM | 0.44% | 9,684 | $3M | $315.41 | $274K | +92 | +1.0% | |
| 46 | BRK-A | 0.44% | 4 | $3M | $754,200.00 | $102K | — | — | |
| 47 | PG | 0.40% | 17,768 | $3M | $153.65 | -$80K | +130 | +0.7% | |
| 48 | SPY | 0.37% | 3,783 | $3M | $666.23 | $190K | +11 | +0.3% | |
| 49 | TMUS | 0.30% | 8,565 | $2M | $239.37 | -$2K | -47 | -0.6% | |
| 50 | JNJ | 0.29% | 10,855 | $2M | $185.42 | $382K | +179 | +1.7% | |
| 51 | JPST | 0.29% | 39,610 | $2M | $50.73 | -$39K | -816 | -2.0% | |
| 52 | QQQ | 0.29% | 3,317 | $2M | $600.39 | $253K | +166 | +5.3% | |
| 53 | CSCO | 0.28% | 28,311 | $2M | $68.42 | $14K | +598 | +2.2% | |
| 54 | PEP | 0.28% | 13,754 | $2M | $140.44 | $171K | +417 | +3.1% | |
| 55 | PB | 0.28% | 29,096 | $2M | $66.35 | -$113K | +2 | +0.0% | |
| 56 | LII | 0.26% | 3,433 | $2M | $529.35 | -$150K | +2 | +0.1% | |
| 57 | BXSL | 0.25% | 66,943 | $2M | $26.07 | -$189K | +4,040 | +6.4% | |
| 58 | DIVO | 0.22% | 34,675 | $2M | $44.57 | $225K | +3,653 | +11.8% | |
| 59 | IUSV | 0.22% | 15,423 | $2M | $99.95 | $82K | — | — | |
| 60 | TXN | 0.22% | 8,377 | $2M | $183.72 | -$135K | +312 | +3.9% | |
| 61 | VEA | 0.22% | 24,978 | $1M | $59.92 | $366K | +5,139 | +25.9% | |
| 62 | LLY | 0.20% | 1,841 | $1M | $763.15 | -$20K | +13 | +0.7% | |
| 63 | PLTR | 0.20% | 7,555 | $1M | $182.42 | $300K | -353 | -4.5% | |
| 64 | TFLO | 0.18% | 24,206 | $1M | $50.59 | -$543 | +18 | +0.1% | |
| 65 | BKNG | 0.17% | 217 | $1M | $5,401.73 | -$60K | +4 | +1.9% | |
| 66 | IVV | 0.17% | 1,738 | $1M | $669.24 | $84K | — | — | |
| 67 | USMV | 0.17% | 12,221 | $1M | $95.14 | $17K | +12 | +0.1% | |
| 68 | COST | 0.17% | 1,226 | $1M | $925.25 | $35K | +116 | +10.4% | |
| 69 | COP | 0.16% | 11,626 | $1M | $94.59 | $61K | +50 | +0.4% | |
| 70 | AXP | 0.16% | 3,285 | $1M | $332.20 | $55K | +38 | +1.2% | |
| 71 | VTEB | 0.16% | 21,651 | $1M | $50.07 | $163K | +2,862 | +15.2% | |
| 72 | KLAC | 0.15% | 987 | $1M | $1,078.60 | $192K | +13 | +1.3% | |
| 73 | KO | 0.15% | 15,796 | $1M | $66.32 | -$65K | +67 | +0.4% | |
| 74 | EME | 0.15% | 1,546 | $1M | $649.72 | $175K | -5 | -0.3% | |
| 75 | ORCL | 0.15% | 3,564 | $1M | $281.23 | $250K | +123 | +3.6% | |
| 76 | BOND | 0.14% | 10,008 | $934K | $93.35 | $6K | -65 | -0.7% | |
| 77 | ETB | 0.13% | 61,769 | $927K | $15.00 | $52K | +1,199 | +2.0% | |
| 78 | MPLX | 0.13% | 18,500 | $924K | $49.95 | -$39K | -204 | -1.1% | |
| 79 | DIS | 0.13% | 7,894 | $904K | $114.49 | -$64K | +92 | +1.2% | |
| 80 | UNH | 0.13% | 2,589 | $894K | $345.33 | $152K | +211 | +8.9% | |
| 81 | UNP | 0.13% | 3,754 | $887K | $236.40 | $34K | +46 | +1.2% | |
| 82 | IWF | 0.13% | 1,862 | $872K | $468.44 | $82K | +1 | +0.1% | |
| 83 | EPD | 0.12% | 27,449 | $858K | $31.27 | -$7K | -470 | -1.7% | |
| 84 | UBER | 0.12% | 8,752 | $857K | $97.97 | $43K | +23 | +0.3% | |
| 85 | BAC | 0.12% | 16,425 | $847K | $51.59 | $88K | +384 | +2.4% | |
| 86 | APH | 0.12% | 6,834 | $846K | $123.75 | $164K | -67 | -1.0% | |
| 87 | PGR | 0.12% | 3,417 | $844K | $246.98 | -$97K | -107 | -3.0% | |
| 88 | NTRS | 0.12% | 6,250 | $841K | $134.61 | $54K | +38 | +0.6% | |
| 89 | T | 0.12% | 28,391 | $802K | $28.24 | -$16K | +147 | +0.5% | |
| 90 | HIG | 0.12% | 5,962 | $795K | $133.38 | $40K | +6 | +0.1% | |
| 91 | ABBV | 0.11% | 3,378 | $782K | $231.54 | $171K | +87 | +2.6% | |
| 92 | MMIN | 0.11% | 32,441 | $772K | $23.81 | $80K | +2,744 | +9.2% | |
| 93 | BALT | 0.11% | 23,161 | $760K | $32.82 | $412K | +12,305 | +113.3% | |
| 94 | VUG | 0.11% | 1,580 | $758K | $479.67 | $66K | +1 | +0.1% | |
| 95 | CII | 0.11% | 32,758 | $753K | $23.00 | $58K | +201 | +0.6% | |
| 96 | C | 0.11% | 7,199 | $731K | $101.50 | $116K | -26 | -0.4% | |
| 97 | NVS | 0.11% | 5,697 | $731K | $128.25 | $59K | +146 | +2.6% | |
| 98 | CVX | 0.11% | 4,689 | $728K | $155.28 | $101K | +307 | +7.0% | |
| 99 | RMD | 0.11% | 2,649 | $725K | $273.78 | $44K | +9 | +0.3% | |
| 100 | VEEV | 0.10% | 2,335 | $696K | $297.91 | $11K | -43 | -1.8% |