Titelia

Holdings of CFO4Life Group, LLC

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Net assets
-
Positions
194 in 3 countries
Top ten
51.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Uber Technologies Inc 8,617619.8K $
102Taiwan Semiconductor Manufacturing Co Ltd 1,834619.8K $
103ISHARES TRUST 13,418619.8K $
104VANGUARD STAR FUNDS 7,849605.3K $
105ISHARES TRUST 5,587593.1K $
106Fidelity Wise Origin Bitcoin F 9,788577.8K $
107ISHARES TRUST 1,349575.2K $
108Lam Research Corp 2,661568.6K $
109Cigna Group/The 2,111563.1K $
110FedEx Corp 1,513538.9K $
111ISHARES TRUST 23,479537.9K $
112UnitedHealth Group Inc 1,943525.8K $
113ResMed Inc 2,324521.8K $
114SOUTHSTATE BANK CORP 5,509509.7K $
115INVESCO EXCHANGE-TRADED FUND TRUST II 6,900504.7K $
116Core Scientific Inc 33,078494.8K $
117Verizon Communications Inc 9,709487.4K $
118Kinder Morgan Inc 14,261478.2K $
119SPDR Gold Shares 1,111478.1K $
120McDonald's Corp 1,537477.6K $
121AbbVie Inc 2,150467.6K $
122Amgen Inc 1,306459.4K $
123VanEck Morningstar Wide Moat ETF 4,714455.8K $
124Carrier Global Corp 8,044453K $
125Advanced Micro Devices Inc 2,205448.6K $
126EQT Corp 6,922440.5K $
127Gilead Sciences Inc 3,154439.6K $
128Dell Technologies Inc 2,667437.7K $
129Phillips 66 2,388435K $
130BAIN CAPITAL SPECIALTY FINANCE INC 33,895420.3K $
131iShares Core MSCI Emerging Markets ETF 6,009419.2K $
132Valero Energy Corp 1,680415.1K $
133Cencora Inc 1,308410.8K $
134Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 5,325400.4K $
135General Dynamics Corp 1,147393.7K $
136Veeva Systems Inc 2,190384.7K $
137Lowe's Cos Inc 1,571371.2K $
138iShares Silver Trust 5,390367.3K $
139Oracle Corp 2,496367.2K $
140INVESCO EXCHANGE TRADED FUND TRUST 1,879360.7K $
141VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,675360.2K $
142Schwab U.S. Large-Cap ETF 13,931357.2K $
143Goldman Sachs Group Inc/The 413349.8K $
144CATERPILLAR INC 483342.2K $
145INTERNATIONAL BUSINESS MACHINES CORP 1,398338.7K $
146GE VERNOVA INC 386336.9K $
147Duke Energy Corp 2,573336.9K $
148DBX ETF TRUST 6,815336.6K $
149Kite Realty Group Trust 13,683335.9K $
150Boeing Co/The 1,653329K $
151Lamar Advertising Co 2,582327K $
152GOLDMAN SACHS ETF TRUST 6,366318.6K $
153GLOBAL X FUNDS 16,888310.7K $
154Charles Schwab Corp/The 3,182299K $
155Schwab Fundamental International Equity Etf 6,084297.7K $
156Netflix Inc 3,048293.1K $
157Capital One Financial Corp 1,595291K $
158Merck & Co Inc 2,411290K $
159General Electric Co 1,005285.1K $
160Huntington Bancshares Inc/OH 17,528274.3K $
161iShares Preferred and Income S 8,862268.7K $
162Vanguard Total Bond Market ETF 3,506258.2K $
163iShares Bitcoin Trust ETF 6,682256.7K $
164UGI Corp 7,046256.6K $
165FIRST TRUST EXCHANGE-TRADED FUND III 5,375255.5K $
166Home BancShares Inc/AR 9,462254.8K $
167Vanguard Large-Cap ETF 845252.5K $
168VISTRA CORP 1,672251.4K $
169RTX Corp 1,291249K $
170Independence Realty Trust Inc 16,289242.5K $
171STARBUCKS CORP 2,688240.8K $
172ISHARES TRUST 3,231240.2K $
173GameStop Corp 10,300237.3K $
174PTC Inc 1,655235.8K $
175Republic Services Inc 1,048229.5K $
176BLACKROCK ENHANCED EQUITY DIVIDEND TRUST 26,459228.1K $
177Plains GP Holdings LP 9,339226.7K $
178FS KKR CAPITAL CORP. 22,185225.8K $
179Global X Funds 6,753224.3K $
180Newmont Corp 2,048221.7K $
181Mattel Inc 14,696213.5K $
182VANGUARD INDEX FUNDS 952206.8K $
183MORGAN STANLEY DIRECT LENDING FUND 14,813206.8K $
184Morgan Stanley 1,238203.7K $
185J.P. MORGAN EXCHANGE-TRADED FUND TRUST 3,622201.1K $
186American Airlines Group Inc 17,767190.8K $
187GOLUB CAPITAL BDC INC 13,443170.2K $
188CARLYLE SECURED LENDING INC 12,084132.2K $
189EATON VANCE TAX MANAGED GLOBAL BUY WRITE OPPORTUNITIES FUND 14,852130.4K $
190Lloyds Banking Group PLC 22,828114.8K $
191BLUE OWL CAPITAL INC 10,66597.4K $
192Venu Holding Corp 10,00033.1K $
193MUSTANG BIO INC 20,46114.9K $
194WM Technology Inc 12,5398.3K $

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Sector breakdown

  • Funds 25.9 %
  • Technology 11.3 %
  • Industrials 7.7 %
  • Financials 5.1 %
  • Consumer discretionary 4.0 %
  • Communication 3.8 %
  • Consumer staples 2.4 %
  • Health care 1.5 %
  • Energy 1.2 %
  • Utilities 0.1 %
  • Unattributed 37.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • Taiwan 0.1 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States192616.5M $99.88 %
2Taiwan1619.8K $0.10 %
3United Kingdom1114.8K $0.02 %
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Titelia. "Holdings of CFO4Life Group, LLC". https://titelia.com/en/funds/US13F1706351