CFO4Life Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1706351
Institutional-grade research for retail investors
13F Reported Value
ⓘ$656.0M
Holdings
210
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CFO4Life Group, LLC disclosed 210 positions worth $656.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 34 — including a new stake in $PAGP and a full exit from $MPLX. The portfolio is most concentrated in Other (60.4% of disclosed assets). All figures are sourced directly from CFO4Life Group, LLC’s Form 13F-HR filing with the SEC under CIK 1706351.
AI Fund Analysis
StableVANGUARD INDEX FDS
13.2% weight
Held 9 quarters
BLACKROCK ETF TRUST
6.5% weight
Held 7 quarters
ISHARES TR
5.2% weight
Held 9 quarters
ISHARES TR
5.1% weight
Held 9 quarters
$UPS4.7% weight
Held 9 quarters
AMPLIFY ETF TR
8 quarters accumulating
$CII8 quarters accumulating
$IVZ8 quarters accumulating
VANGUARD SPECIALIZED FUNDS
8 quarters accumulating
INVESCO EXCH TRADED FD TR
8 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$86.3M144,500 shBLACKROCK ETF TRUST
—Quality
$42.4M729,026 shISHARES TR
—Quality
$34.3M379,195 shISHARES TR
—Quality
$33.6M175,287 sh- 58.2
Quality
$30.6M311,009 sh - 76.1
Quality
$30.3M119,496 sh J P MORGAN EXCHANGE TRADED F
—Quality
$16.3M325,661 sh- 83.7
Quality
$15.5M41,932 sh ISHARES TR
—Quality
$14.6M60,865 shVICTORY PORTFOLIOS II
—Quality
$13.9M352,701 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $86.3M | 144,500 |
| BLACKROCK ETF TRUST | — | $42.4M | 729,026 |
| ISHARES TR | — | $34.3M | 379,195 |
| ISHARES TR | — | $33.6M | 175,287 |
| UNITED PARCEL SERVICE INC$UPS | 58.2 | $30.6M | 311,009 |
 Apple Inc.$AAPL | 76.1 | $30.3M | 119,496 |
| J P MORGAN EXCHANGE TRADED F | — | $16.3M | 325,661 |
 MICROSOFT CORP$MSFT | 83.7 | $15.5M | 41,932 |
| ISHARES TR | — | $14.6M | 60,865 |
| VICTORY PORTFOLIOS II | — | $13.9M | 352,701 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CFO4Life Group, LLC's 210 positions.
Showing top 10 of 210 holdings.
Sector Allocation
Other
$396.0M
Technology
$91.1M
Industrials
$45.1M
Financials
$43.3M
Consumer Discretionary
$30.8M
Consumer Staples
$18.9M
Energy
$10.0M
Healthcare
$9.0M
Full Holdings — CFO4Life Group, LLC (Q1 2026)
All 210 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $86.3M | 13.2% | +1% | — |
| 2 | — | BLACKROCK ETF TRUST | $42.4M | 6.5% | +0% | — |
| 3 | — | ISHARES TR | $34.3M | 5.2% | -2% | — |
| 4 | — | ISHARES TR | $33.6M | 5.1% | -1% | — |
| 5 | $UPS | UNITED PARCEL SERVICE INC | $30.6M | 4.7% | -0% | 58.2 |
| 6 | $AAPL | Apple Inc. | $30.3M | 4.6% | -4% | 76.1 |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $16.3M | 2.5% | +1% | — |
| 8 | $MSFT | MICROSOFT CORP | $15.5M | 2.4% | -8% | 83.7 |
| 9 | — | ISHARES TR | $14.6M | 2.2% | -1% | — |
| 10 | — | VICTORY PORTFOLIOS II | $13.9M | 2.1% | -1% | — |
| 11 | — | VANGUARD MALVERN FDS | $12.8M | 2.0% | +2% | — |
| 12 |  $AMZN | AMAZON COM INC | $12.3M | 1.9% | -4% | 74.6 |
| 13 | — | VANGUARD BD INDEX FDS | $12.2M | 1.9% | -17% | — |
| 14 | — | NEW YORK LIFE INVTS ACTIVE E | $12.0M | 1.8% | +5% | — |
| 15 |  $DAR | DARLING INGREDIENTS INC. | $12.0M | 1.8% | -8% | 46.6 |
| 16 | — | ISHARES TR | $11.0M | 1.7% | -5% | — |
| 17 | — | ISHARES TR | $9.0M | 1.4% | -2% | — |
| 18 |  $V | VISA INC. | $8.5M | 1.3% | -2% | 83.5 |
| 19 | — | VANGUARD INDEX FDS | $8.5M | 1.3% | -0% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F | $8.1M | 1.2% | +0% | — |
| 21 |  $HD | HOME DEPOT, INC. | $8.1M | 1.2% | -2% | 69.2 |
| 22 |  $GOOGL | Alphabet Inc. | $7.7M | 1.2% | -10% | 80.2 |
| 23 |  $GOOG | Alphabet Inc. | $7.5M | 1.1% | -10% | 80.2 |
| 24 |  $WMT | Walmart Inc. | $7.1M | 1.1% | -4% | 63.2 |
| 25 | — | GOLDMAN SACHS ETF TR | $7.0M | 1.1% | -2% | — |
| 26 | — | ISHARES TR | $6.9M | 1.1% | -1% | — |
| 27 |  $NVDA | NVIDIA CORP | $6.9M | 1.1% | -13% | 90.2 |
| 28 |  $MA | Mastercard Inc | $6.3M | 1.0% | -5% | 81.7 |
| 29 |  $WM | WASTE MANAGEMENT INC | $6.0M | 0.9% | -1% | 70.7 |
| 30 |  $GS | GOLDMAN SACHS GROUP INC | $5.8M | 0.9% | -2% | — |
| 31 | — | ISHARES TR | $5.8M | 0.9% | -4% | — |
| 32 | — | FIDELITY MERRIMACK STR TR | $5.3M | 0.8% | +3% | — |
| 33 |  $META | Meta Platforms, Inc. | $4.5M | 0.7% | -5% | 80.9 |
| 34 | — | J P MORGAN EXCHANGE TRADED F | $4.5M | 0.7% | -6% | — |
| 35 |  $XOM | EXXON MOBIL CORP | $4.4M | 0.7% | -3% | 61.8 |
| 36 | — | VANGUARD MALVERN FDS | $4.3M | 0.7% | +4% | — |
| 37 | — | HARTFORD FDS EXCHANGE TRADED | $4.2M | 0.6% | +4% | — |
| 38 |  $CSX | CSX CORP | $3.9M | 0.6% | -0% | 66.4 |
| 39 | — | VANGUARD INTL EQUITY INDEX F | $3.8M | 0.6% | -1% | — |
| 40 |  $AVGO | Broadcom Inc. | $3.6M | 0.6% | -12% | 86.4 |
| 41 | — | FIRST TR EXCHNG TRADED FD VI | $3.2M | 0.5% | -2% | — |
| 42 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.9M | 0.4% | +0% | 64.5 |
| 43 | — | VANGUARD SCOTTSDALE FDS | $2.7M | 0.4% | +30% | — |
| 44 |  $BLK | BlackRock, Inc. | $2.6M | 0.4% | -2% | 70.3 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.4% | -3% | 72.8 |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $2.4M | 0.4% | -0% | — |
| 47 |  $APP | AppLovin Corp | $2.4M | 0.4% | -5% | 86.8 |
| 48 |  $TSLA | Tesla, Inc. | $2.4M | 0.4% | -9% | 50.1 |
| 49 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.4% | -5% | 72.9 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.3% | -23% | 35.6 |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.3% | -7% | 72.3 |
| 52 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.3% | +2% | — |
| 53 |  $PB | PROSPERITY BANCSHARES INC | $1.9M | 0.3% | -1% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.3% | -18% | 64.5 |
| 55 | — | AMPLIFY ETF TR | $1.8M | 0.3% | +16% | — |
| 56 |  $PEP | PEPSICO INC | $1.7M | 0.3% | -18% | 62.7 |
| 57 |  $LII | LENNOX INTERNATIONAL INC | $1.7M | 0.3% | -31% | 64.8 |
| 58 | — | ISHARES TR | $1.6M | 0.2% | +0% | — |
| 59 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.2% | -5% | — |
| 60 |  $COP | CONOCOPHILLIPS | $1.5M | 0.2% | -1% | 74.8 |
| 61 |  $TMUS | T-Mobile US, Inc. | $1.5M | 0.2% | -5% | 72.7 |
| 62 |  $LLY | ELI LILLY & Co | $1.4M | 0.2% | -17% | 89.3 |
| 63 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.2% | -22% | — |
| 64 |  $BXSL | Blackstone Secured Lending Fund | $1.3M | 0.2% | -19% | — |
| 65 |  $KLAC | KLA CORP | $1.2M | 0.2% | -15% | 84.4 |
| 66 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.2% | -21% | 67 |
| 67 | — | VANGUARD MUN BD FDS | $1.1M | 0.2% | +0% | — |
| 68 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 69 |  $EME | EMCOR Group, Inc. | $1.1M | 0.2% | -3% | 71.7 |
| 70 |  $KO | COCA COLA CO | $1.1M | 0.2% | -8% | 74 |
| 71 |  $TXN | TEXAS INSTRUMENTS INC | $1.0M | 0.2% | -35% | 70.4 |
| 72 |  $PLTR | Palantir Technologies Inc. | $936,017 | 0.1% | -8% | 85.8 |
| 73 |  $AXP | AMERICAN EXPRESS CO | $935,463 | 0.1% | -1% | 73.2 |
| 74 | — | PIMCO ETF TR | $922,708 | 0.1% | -0% | — |
| 75 | — | ISHARES TR | $920,136 | 0.1% | +4% | — |
| 76 |  $BKNG | Booking Holdings Inc. | $886,903 | 0.1% | -2% | 55.3 |
| 77 |  $CVX | CHEVRON CORP | $886,466 | 0.1% | -7% | 54.7 |
| 78 |  $APH | AMPHENOL CORP /DE/ | $843,945 | 0.1% | -0% | 80.5 |
| 79 |  $NTRS | NORTHERN TRUST CORP | $809,787 | 0.1% | -3% | 71.8 |
| 80 | — | NEW YORK LIFE INVTS ACTIVE E | $798,888 | 0.1% | +1% | — |
| 81 |  $C | CITIGROUP INC | $791,112 | 0.1% | -5% | 54.8 |
| 82 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $790,064 | 0.1% | -1% | 69.5 |
| 83 |  $MU | MICRON TECHNOLOGY INC | $782,105 | 0.1% | +4% | 88.4 |
| 84 |  $NVS | NOVARTIS AG | $765,341 | 0.1% | -12% | — |
| 85 |  $DOV | DOVER Corp | $755,603 | 0.1% | +63% | 63.1 |
| 86 |  $BE | Bloom Energy Corp | $750,750 | 0.1% | -15% | 54.4 |
| 87 | $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $742,446 | 0.1% | +7% | — |
| 88 |  $INTC | INTEL CORP | $736,221 | 0.1% | -1% | 41.5 |
| 89 | — | ISHARES TR | $729,055 | 0.1% | +11% | — |
| 90 |  $PGR | PROGRESSIVE CORP/OH/ | $722,387 | 0.1% | -0% | 83.6 |
| 91 |  $PFE | PFIZER INC | $718,373 | 0.1% | -5% | 69 |
| 92 | — | VANGUARD INDEX FDS | $700,802 | 0.1% | +1% | — |
| 93 |  $LMT | LOCKHEED MARTIN CORP | $698,716 | 0.1% | -3% | 65 |
| 94 |  $PM | Philip Morris International Inc. | $684,996 | 0.1% | -2% | 80.5 |
| 95 |  $UNP | UNION PACIFIC CORP | $675,139 | 0.1% | -26% | 74 |
| 96 | — | INNOVATOR ETFS TRUST | $672,847 | 0.1% | -38% | — |
| 97 |  $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $666,741 | 0.1% | -4% | — |
| 98 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $656,073 | 0.1% | -37% | 66.4 |
| 99 | — | ISHARES TR | $655,178 | 0.1% | +0% | — |
| 100 | — | VANECK ETF TRUST | $654,122 | 0.1% | +57% | — |
| 101 |  $MO | ALTRIA GROUP, INC. | $644,604 | 0.1% | -1% | 72.1 |
| 102 |  $BAC | BANK OF AMERICA CORP /DE/ | $643,047 | 0.1% | -12% | 68.4 |
| 103 |  $WFC | WELLS FARGO & COMPANY/MN | $642,457 | 0.1% | +12% | — |
| 104 |  $DIS | Walt Disney Co | $641,068 | 0.1% | -9% | 68.9 |
| 105 |  $T | AT&T INC. | $628,557 | 0.1% | -23% | 71.9 |
| 106 | — | VANECK ETF TRUST | $624,875 | 0.1% | +0% | — |
| 107 |  $UBER | Uber Technologies, Inc | $619,821 | 0.1% | -6% | 79.3 |
| 108 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $619,800 | 0.1% | -2% | — |
| 109 | — | ISHARES TR | $619,771 | 0.1% | -1% | — |
| 110 | — | VANGUARD STAR FDS | $605,251 | 0.1% | +63% | — |
| 111 | — | ISHARES TR | $593,060 | 0.1% | -5% | — |
| 112 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $577,772 | 0.1% | +26% | — |
| 113 | — | ISHARES TR | $575,182 | 0.1% | +0% | — |
| 114 |  $LRCX | LAM RESEARCH CORP | $568,630 | 0.1% | -29% | 82.4 |
| 115 |  $CI | Cigna Group | $563,109 | 0.1% | -2% | 66.8 |
| 116 |  $ENB | ENBRIDGE INC | $547,346 | 0.1% | -24% | — |
| 117 |  $FDX | FEDEX CORP | $538,909 | 0.1% | -9% | 60.3 |
| 118 | — | ISHARES TR | $537,904 | 0.1% | +627% | — |
| 119 |  $UNH | UNITEDHEALTH GROUP INC | $525,756 | 0.1% | -24% | 66.8 |
| 120 |  $RMD | RESMED INC | $521,794 | 0.1% | -9% | 79.8 |
| 121 |  $SSB | SouthState Bank Corp | $509,726 | 0.1% | +0% | — |
| 122 | $IVZ | Invesco Ltd. | $504,685 | 0.1% | +0% | — |
| 123 |  $CORZ | Core Scientific, Inc./tx | $494,847 | 0.1% | +14% | 14 |
| 124 |  $VZ | VERIZON COMMUNICATIONS INC | $487,396 | 0.1% | -14% | 71.6 |
| 125 |  $KMI | KINDER MORGAN, INC. | $478,171 | 0.1% | -6% | 74.6 |
| 126 |  $GLD | SPDR GOLD TRUST | $478,052 | 0.1% | +0% | — |
| 127 |  $MCD | MCDONALDS CORP | $477,577 | 0.1% | -8% | 73.9 |
| 128 |  $ABBV | AbbVie Inc. | $467,604 | 0.1% | -36% | 59.3 |
| 129 |  $AMGN | AMGEN INC | $459,406 | 0.1% | -33% | 79.5 |
| 130 | — | VANECK ETF TRUST | $455,848 | 0.1% | +0% | — |
| 131 |  $CARR | CARRIER GLOBAL Corp | $452,961 | 0.1% | +0% | 61.5 |
| 132 |  $AMD | ADVANCED MICRO DEVICES INC | $448,563 | 0.1% | -4% | 78.8 |
| 133 |  $EQT | EQT Corp | $440,535 | 0.1% | -8% | 83.3 |
| 134 |  $GILD | GILEAD SCIENCES, INC. | $439,586 | 0.1% | -16% | 77.8 |
| 135 |  $DELL | Dell Technologies Inc. | $437,677 | 0.1% | +9% | 76 |
| 136 |  $PSX | Phillips 66 | $435,033 | 0.1% | -0% | 47.6 |
| 137 |  $BCSF | Bain Capital Specialty Finance, Inc. | $420,299 | 0.1% | +3% | — |
| 138 | — | ISHARES INC | $419,151 | 0.1% | -0% | — |
| 139 |  $VLO | VALERO ENERGY CORP/TX | $415,075 | 0.1% | -0% | 51.4 |
| 140 |  $COR | Cencora, Inc. | $410,820 | 0.1% | -0% | 59.6 |
| 141 | $IVZ | Invesco Ltd. | $400,387 | 0.1% | -13% | — |
| 142 |  $GD | GENERAL DYNAMICS CORP | $393,673 | 0.1% | -13% | 73 |
| 143 |  $VEEV | VEEVA SYSTEMS INC | $384,695 | 0.1% | -1% | 77.8 |
| 144 | — | ISHARES TR | $375,881 | 0.1% | +0% | — |
| 145 |  $LOW | LOWES COMPANIES INC | $371,196 | 0.1% | -5% | 63.5 |
| 146 |  $SLV | iShares Silver Trust | $367,275 | 0.1% | +0% | — |
| 147 |  $ORCL | ORACLE CORP | $367,187 | 0.1% | -14% | 67.2 |
| 148 | $IVZ | Invesco Ltd. | $360,675 | 0.1% | +0% | — |
| 149 | — | VANGUARD SPECIALIZED FUNDS | $360,200 | 0.1% | +2% | — |
| 150 | — | SCHWAB STRATEGIC TR | $357,199 | 0.1% | -0% | — |
| 151 | $GS | GOLDMAN SACHS GROUP INC | $349,803 | 0.1% | -25% | — |
| 152 |  $CAT | CATERPILLAR INC | $342,186 | 0.1% | -23% | 67.8 |
| 153 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $338,743 | 0.1% | -11% | 66.7 |
| 154 |  $GEV | GE Vernova Inc. | $336,939 | 0.1% | +7% | 70.1 |
| 155 |  $DUK | Duke Energy CORP | $336,900 | 0.1% | -3% | 64 |
| 156 | — | DBX ETF TR | $336,649 | 0.1% | +0% | — |
| 157 |  $KRG | KITE REALTY GROUP TRUST | $335,926 | 0.1% | +1% | 45.4 |
| 158 |  $BA | BOEING CO | $328,997 | 0.1% | -5% | 51.8 |
| 159 |  $LAMR | LAMAR ADVERTISING CO/NEW | $327,031 | 0.1% | +1% | 67.8 |
| 160 |  $TEL | TE Connectivity plc | $322,454 | 0.1% | +1% | — |
| 161 | — | GOLDMAN SACHS ETF TR | $318,555 | 0.1% | +0% | — |
| 162 |  $NOTV | Inotiv, Inc. | $310,743 | 0.1% | +0% | 29.3 |
| 163 |  $SCHW | SCHWAB CHARLES CORP | $299,028 | 0.1% | -17% | 77.2 |
| 164 | — | SCHWAB STRATEGIC TR | $297,690 | 0.1% | +0% | — |
| 165 |  $NFLX | NETFLIX INC | $293,065 | 0.0% | -33% | 86.7 |
| 166 |  $COF | CAPITAL ONE FINANCIAL CORP | $291,030 | 0.0% | -3% | 71 |
| 167 |  $MRK | Merck & Co., Inc. | $290,019 | 0.0% | -5% | 70.9 |
| 168 | — | INVESCO EXCH TRADED FD TR II | $289,354 | 0.0% | +1% | — |
| 169 | — | FIDELITY COVINGTON TRUST | $286,151 | 0.0% | +0% | — |
| 170 |  $GE | GENERAL ELECTRIC CO | $285,053 | 0.0% | -18% | 74.8 |
| 171 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $274,320 | 0.0% | +32% | 69.4 |
| 172 | — | ISHARES TR | $269,938 | 0.0% | +0% | — |
| 173 | — | ISHARES TR | $268,701 | 0.0% | +1% | — |
| 174 | — | INNOVATOR ETFS TRUST | $265,527 | 0.0% | +0% | — |
| 175 | — | VANGUARD BD INDEX FDS | $258,185 | 0.0% | -2% | — |
| 176 |  $IBIT | iShares Bitcoin Trust ETF | $256,722 | 0.0% | +1% | — |
| 177 |  $UGI | UGI CORP /PA/ | $256,600 | 0.0% | -8% | 70.3 |
| 178 | — | FIRST TR EXCH TRADED FD III | $255,528 | 0.0% | +0% | — |
| 179 |  $HOMB | HOME BANCSHARES INC | $254,812 | 0.0% | -1% | — |
| 180 | — | VANGUARD INDEX FDS | $252,528 | 0.0% | +0% | — |
| 181 |  $VST | Vistra Corp. | $251,398 | 0.0% | -6% | 62.9 |
| 182 |  $RTX | RTX Corp | $249,018 | 0.0% | -40% | 70 |
| 183 | — | FIRST TR EXCH TRADED FD III | $248,031 | 0.0% | +0% | — |
| 184 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $242,541 | 0.0% | -17% | 44.6 |
| 185 |  $SBUX | STARBUCKS CORP | $240,801 | 0.0% | -7% | 54.6 |
| 186 | — | ISHARES TR | $240,225 | 0.0% | +0% | — |
| 187 |  $GME | GameStop Corp. | $237,312 | 0.0% | +0% | 60.6 |
| 188 |  $PTC | PTC INC. | $235,821 | 0.0% | +2% | 69.8 |
| 189 |  $RSG | REPUBLIC SERVICES, INC. | $229,533 | 0.0% | +3% | 72 |
| 190 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $228,075 | 0.0% | +2% | — |
| 191 |  $PAGP | PLAINS GP HOLDINGS LP | $226,742 | 0.0% | NEW | 52.9 |
| 192 |  $FSK | FS KKR Capital Corp | $225,841 | 0.0% | -6% | — |
| 193 | — | GLOBAL X FDS | $224,337 | 0.0% | +0% | — |
| 194 |  $NEM | NEWMONT Corp /DE/ | $221,696 | 0.0% | -13% | 88.3 |
| 195 |  $MAT | MATTEL INC /DE/ | $213,533 | 0.0% | +1% | 54 |
| 196 | — | VANGUARD INDEX FDS | $206,813 | 0.0% | +1% | — |
| 197 |  $MSDL | Morgan Stanley Direct Lending Fund | $206,789 | 0.0% | NEW | — |
| 198 | — | FIDELITY COVINGTON TRUST | $204,091 | 0.0% | +0% | — |
| 199 |  $MS | MORGAN STANLEY | $203,738 | 0.0% | -26% | — |
| 200 | — | J P MORGAN EXCHANGE TRADED F | $201,068 | 0.0% | -8% | — |
| 201 |  $AAL | American Airlines Group Inc. | $190,818 | 0.0% | -5% | 50.6 |
| 202 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $170,189 | 0.0% | +3% | — |
| 203 |  $CGBD | Carlyle Secured Lending, Inc. | $132,199 | 0.0% | NEW | — |
| 204 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $130,403 | 0.0% | +2% | — |
| 205 |  $LYG | Lloyds Banking Group plc | $114,823 | 0.0% | -16% | — |
| 206 |  $OWL | BLUE OWL CAPITAL INC. | $97,371 | 0.0% | NEW | 59.4 |
| 207 |  $VENU | Venu Holding Corp | $33,100 | 0.0% | NEW | 11.2 |
| 208 |  $MBIO | MUSTANG BIO, INC. | $14,896 | 0.0% | +58% | — |
| 209 |  $MAPS | WM TECHNOLOGY, INC. | $8,256 | 0.0% | +0% | 40.1 |
| 210 |  $GNS | Genius Group Ltd | $4,881 | 0.0% | +0% | — |
New Positions (5)
Exited Positions (34)
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$EW Edwards Lifesciences Corp
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$NOW ServiceNow, Inc. SELECT SECTOR SPDR TR
$MCK MCKESSON CORP
$INTU INTUIT INC.
$TMO THERMO FISHER SCIENTIFIC INC.
$ABT ABBOTT LABORATORIES
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