283 is the total number of securities CFO4Life, L.P. has owned. The longest CFO4Life, L.P. has owned a single stock is 10 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UPS | UNITED PARCEL SERVICE INC | 9 | 1 | 11.80% | 26.33% | 31.96% | Q4 2014 | Q4 2022 | 10 |
| SPY | SPDR S&P 500 ETF TR | 9 | 1 | 0.22% | 5.64% | 14.46% | Q4 2014 | Q4 2022 | 10 |
| DBEF | DBX ETF TR | 9 | 1 | 0.07% | 5.63% | 11.66% | Q4 2014 | Q4 2022 | 10 |
| DAR | DARLING INGREDIENTS INC | 9 | 1 | 1.11% | 2.64% | 6.20% | Q4 2014 | Q4 2022 | 10 |
| AAPL | APPLE INC | 9 | 1 | 1.33% | 2.17% | 3.84% | Q4 2014 | Q4 2022 | 10 |
| ETB | EATON VANCE TAX MNGED ... | 9 | 1 | 0.14% | 1.94% | 4.99% | Q4 2014 | Q4 2022 | 10 |
| LII | LENNOX INTL INC | 9 | 1 | 0.58% | 1.94% | 3.35% | Q4 2014 | Q4 2022 | 10 |
| GILD | GILEAD SCIENCES INC | 9 | 1 | 0.21% | 1.03% | 1.64% | Q4 2014 | Q4 2022 | 10 |
| CII | BLACKROCK ENH CAP & IN... | 9 | 1 | 0.11% | 1.00% | 1.53% | Q4 2014 | Q4 2022 | 10 |
| WFC | WELLS FARGO CO NEW | 9 | 1 | 0.05% | 0.85% | 1.27% | Q4 2014 | Q4 2022 | 10 |
| ETW | EATON VANCE TXMGD GL B... | 9 | 1 | 0.02% | 0.73% | 1.08% | Q4 2014 | Q4 2022 | 10 |
| JPM | JPMORGAN CHASE & CO | 9 | 1 | 0.19% | 0.61% | 1.08% | Q4 2014 | Q4 2022 | 10 |
| AMGN | AMGEN INC | 9 | 1 | 0.13% | 0.43% | 0.71% | Q4 2014 | Q4 2022 | 10 |
| UNP | UNION PAC CORP | 9 | 1 | 0.15% | 0.43% | 0.86% | Q4 2014 | Q4 2022 | 10 |
| JNJ | JOHNSON & JOHNSON | 9 | 1 | 0.26% | 0.35% | 0.57% | Q4 2014 | Q4 2022 | 10 |
| CVX | CHEVRON CORP NEW | 9 | 1 | 0.25% | 0.33% | 0.52% | Q4 2014 | Q4 2022 | 10 |
| EPD | ENTERPRISE PRODS PARTN... | 9 | 1 | 0.15% | 0.29% | 0.43% | Q4 2014 | Q4 2022 | 10 |
| PM | PHILIP MORRIS INTL INC | 9 | 1 | 0.09% | 0.22% | 0.34% | Q4 2014 | Q4 2022 | 10 |
| DON | WISDOMTREE TR | 9 | 9 | 0.62% | 1.92% | 4.45% | Q4 2014 | Q4 2016 | 9 |
| PSEC | PROSPECT CAPITAL CORPO... | 9 | 9 | 0.47% | 1.65% | 2.85% | Q4 2014 | Q4 2016 | 9 |
| XHR | XENIA HOTELS & RESORTS... | 8 | 1 | 0.04% | 1.33% | 2.14% | Q1 2015 | Q4 2022 | 9 |
| NEBLQ | NOBLE CORP PLC | 9 | 9 | 0.40% | 0.82% | 1.22% | Q4 2014 | Q4 2016 | 9 |
| ALK | ALASKA AIR GROUP INC | 9 | 9 | 0.55% | 0.78% | 1.09% | Q4 2014 | Q4 2016 | 9 |
| KR | KROGER CO | 9 | 9 | 0.48% | 0.69% | 0.91% | Q4 2014 | Q4 2016 | 9 |
| ETV | EATON VANCE TX MNG BY ... | 9 | 9 | 0.59% | 0.66% | 0.75% | Q4 2014 | Q4 2016 | 9 |
| BP | BP PLC | 9 | 9 | 0.48% | 0.59% | 0.71% | Q4 2014 | Q4 2016 | 9 |
| LEA | LEAR CORP | 9 | 9 | 0.37% | 0.56% | 0.72% | Q4 2014 | Q4 2016 | 9 |
| SO | SOUTHERN CO | 9 | 9 | 0.31% | 0.43% | 0.55% | Q4 2014 | Q4 2016 | 9 |
| RPAI | RETAIL PPTYS AMER INC | 9 | 9 | 0.35% | 0.42% | 0.46% | Q4 2014 | Q4 2016 | 9 |
| DIA | SPDR DOW JONES INDL AV... | 9 | 9 | 0.36% | 0.41% | 0.48% | Q4 2014 | Q4 2016 | 9 |
| AMLP | ALPS ETF TR | 9 | 9 | 0.23% | 0.35% | 0.43% | Q4 2014 | Q4 2016 | 9 |
| BABA | ALIBABA GROUP HLDG LTD | 9 | 9 | 0.20% | 0.32% | 0.43% | Q4 2014 | Q4 2016 | 9 |
| O | REALTY INCOME CORP | 9 | 9 | 0.18% | 0.30% | 0.46% | Q4 2014 | Q4 2016 | 9 |
| AEP | AMERICAN ELEC PWR INC | 9 | 9 | 0.23% | 0.26% | 0.32% | Q4 2014 | Q4 2016 | 9 |
| ZIXI | ZIX CORP | 9 | 9 | 0.20% | 0.25% | 0.32% | Q4 2014 | Q4 2016 | 9 |
| EXG | EATON VANCE TAX MNGD G... | 9 | 9 | 0.10% | 0.17% | 0.39% | Q4 2014 | Q4 2016 | 9 |
| LTXB | LEGACY TEX FINL GROUP INC | 8 | 8 | 1.45% | 2.09% | 2.69% | Q1 2015 | Q4 2016 | 8 |
| GE | GENERAL ELECTRIC CO | 8 | 8 | 0.27% | 0.40% | 0.50% | Q1 2015 | Q4 2016 | 8 |
| CBI | CHICAGO BRIDGE & IRON ... | 8 | 8 | 0.18% | 0.34% | 0.55% | Q1 2015 | Q4 2016 | 8 |
| VZ | VERIZON COMMUNICATIONS... | 4 | 1 | 0.06% | 0.23% | 0.33% | Q4 2014 | Q4 2022 | 8 |
| MCC | MEDLEY CAP CORP | 8 | 8 | 0.07% | 0.21% | 0.35% | Q4 2014 | Q3 2016 | 8 |
| QCOM | QUALCOMM INC | 6 | 1 | 0.18% | 0.85% | 1.30% | Q4 2014 | Q3 2016 | 7 |
| IVV | ISHARES TR | 7 | 7 | 0.34% | 0.78% | 1.85% | Q2 2015 | Q4 2016 | 7 |
| IJR | ISHARES TR | 6 | 1 | 0.20% | 0.61% | 1.72% | Q3 2015 | Q4 2022 | 7 |
| PG | PROCTER & GAMBLE CO | 4 | 1 | 0.22% | 0.30% | 0.64% | Q1 2015 | Q4 2022 | 7 |
| BDJ | BLACKROCK ENHANCED EQU... | 6 | 1 | 0.05% | 0.09% | 0.11% | Q4 2014 | Q4 2022 | 7 |
| USMV | ISHARES TR | 5 | 1 | 0.35% | 3.63% | 5.87% | Q4 2015 | Q4 2022 | 6 |
| QUAL | ISHARES TR | 5 | 1 | 0.74% | 3.28% | 4.58% | Q4 2015 | Q4 2022 | 6 |
| IWM | ISHARES TR | 5 | 1 | 1.14% | 1.93% | 4.80% | Q4 2014 | Q4 2022 | 6 |
| BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 0.06% | 0.92% | 1.25% | Q4 2014 | Q4 2022 | 6 |
| CSCO | CISCO SYS INC | 5 | 1 | 0.31% | 0.44% | 0.58% | Q4 2014 | Q4 2022 | 6 |
| ET | ENERGY TRANSFER L P | 5 | 1 | 0.04% | 0.27% | 0.41% | Q4 2014 | Q4 2022 | 6 |
| KMI | KINDER MORGAN INC DEL | 4 | 1 | 0.05% | 0.24% | 0.34% | Q4 2014 | Q4 2022 | 6 |
| ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2014 | Q4 2016 | 6 |
| SBUX | STARBUCKS CORP | 5 | 1 | 0.05% | 0.19% | 0.24% | Q4 2014 | Q4 2022 | 6 |
| IWR | ISHARES TR | 5 | 5 | 2.49% | 3.92% | 7.51% | Q4 2014 | Q4 2015 | 5 |
| VLUE | ISHARES TR | 4 | 1 | 1.43% | 2.32% | 4.46% | Q1 2016 | Q4 2022 | 5 |
| MTUM | ISHARES TR | 4 | 1 | 1.44% | 2.17% | 3.33% | Q1 2016 | Q4 2022 | 5 |
| SWKS | SKYWORKS SOLUTIONS INC | 3 | 2 | 0.49% | 0.99% | 1.42% | Q4 2014 | Q2 2016 | 5 |
| TCPC | TCP CAP CORP | 5 | 5 | 0.19% | 0.67% | 1.04% | Q4 2014 | Q4 2015 | 5 |
| DIAX | NUVEEN DOW 30 DYN OVER... | 5 | 5 | 0.42% | 0.58% | 0.74% | Q4 2014 | Q4 2015 | 5 |
| ARCC | ARES CAP CORP | 5 | 5 | 0.26% | 0.46% | 0.61% | Q4 2014 | Q4 2015 | 5 |
| DAL | DELTA AIR LINES INC DEL | 5 | 5 | 0.39% | 0.46% | 0.51% | Q4 2014 | Q4 2015 | 5 |
| GOOGL | ALPHABET INC | 4 | 1 | 0.42% | 0.44% | 0.49% | Q1 2016 | Q4 2022 | 5 |
| LRCX | LAM RESEARCH CORP | 4 | 1 | 0.14% | 0.43% | 0.54% | Q1 2016 | Q4 2022 | 5 |
| JLL | JONES LANG LASALLE INC | 5 | 5 | 0.30% | 0.38% | 0.53% | Q1 2015 | Q1 2016 | 5 |
| CMCSA | COMCAST CORP NEW | 4 | 1 | 0.05% | 0.38% | 0.49% | Q1 2016 | Q4 2022 | 5 |
| FEYE | FIREEYE INC | 5 | 5 | 0.23% | 0.35% | 0.54% | Q2 2015 | Q2 2016 | 5 |
| EOI | EATON VANCE ENHANCED E... | 5 | 5 | 0.24% | 0.31% | 0.53% | Q4 2014 | Q4 2015 | 5 |
| SEP | SPECTRA ENERGY PARTNER... | 5 | 5 | 0.19% | 0.30% | 0.35% | Q4 2015 | Q4 2016 | 5 |
| MMP | MAGELLAN MIDSTREAM PRT... | 4 | 1 | 0.10% | 0.29% | 0.36% | Q1 2016 | Q4 2022 | 5 |
| CVS | CVS HEALTH CORP | 4 | 1 | 0.13% | 0.26% | 0.34% | Q1 2016 | Q4 2022 | 5 |
| AFB | ALLIANCEBERNSTEIN NATL... | 5 | 5 | 0.21% | 0.26% | 0.36% | Q4 2015 | Q4 2016 | 5 |
| VBTX | VERITEX HLDGS INC | 5 | 5 | 0.18% | 0.23% | 0.28% | Q4 2014 | Q4 2015 | 5 |
| JBHT | HUNT J B TRANS SVCS INC | 3 | 2 | 0.19% | 0.22% | 0.26% | Q4 2014 | Q2 2016 | 5 |
| BGY | BLACKROCK INTL GRWTH &... | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q4 2015 | 5 |
| RVLT | REVOLUTION LIGHTING TE... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
| DGRO | ISHARES TR | 4 | 4 | 4.22% | 4.79% | 5.56% | Q1 2016 | Q4 2016 | 4 |
| EFAV | ISHARES TR | 4 | 4 | 3.21% | 4.19% | 5.21% | Q1 2016 | Q4 2016 | 4 |
| INTF | ISHARES TR | 4 | 4 | 0.49% | 0.81% | 1.12% | Q1 2016 | Q4 2016 | 4 |
| CNC | CENTENE CORP DEL | 4 | 4 | 0.32% | 0.41% | 0.48% | Q1 2016 | Q4 2016 | 4 |
| XOM | EXXON MOBIL CORP | 3 | 1 | 0.23% | 0.39% | 0.59% | Q2 2016 | Q4 2022 | 4 |
| CDW | CDW CORP | 4 | 4 | 0.35% | 0.37% | 0.40% | Q1 2016 | Q4 2016 | 4 |
| MAIN | MAIN STREET CAPITAL CORP | 4 | 4 | 0.26% | 0.36% | 0.42% | Q4 2014 | Q3 2015 | 4 |
| FFIV | F5 NETWORKS INC | 4 | 4 | 0.32% | 0.36% | 0.38% | Q1 2016 | Q4 2016 | 4 |
| OC | OWENS CORNING NEW | 4 | 4 | 0.31% | 0.36% | 0.39% | Q1 2016 | Q4 2016 | 4 |
| LUV | SOUTHWEST AIRLS CO | 4 | 4 | 0.30% | 0.33% | 0.37% | Q1 2016 | Q4 2016 | 4 |
| BIIB | BIOGEN INC | 4 | 4 | 0.29% | 0.31% | 0.36% | Q1 2016 | Q4 2016 | 4 |
| FL | FOOT LOCKER INC | 4 | 4 | 0.27% | 0.30% | 0.33% | Q1 2016 | Q4 2016 | 4 |
| MDLZ | MONDELEZ INTL INC | 4 | 4 | 0.18% | 0.23% | 0.27% | Q1 2015 | Q4 2015 | 4 |
| TMO | THERMO FISHER SCIENTIF... | 3 | 1 | 0.18% | 0.22% | 0.24% | Q4 2014 | Q4 2022 | 4 |
| VTR | VENTAS INC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2016 | Q4 2016 | 4 |
| DUK | DUKE ENERGY CORP NEW | 3 | 1 | 0.08% | 0.18% | 0.26% | Q2 2016 | Q4 2022 | 4 |
| VYM | VANGUARD WHITEHALL FDS... | 3 | 3 | 0.82% | 3.60% | 5.37% | Q1 2015 | Q3 2015 | 3 |
| URI | UNITED RENTALS INC | 3 | 3 | 0.67% | 0.83% | 0.92% | Q4 2014 | Q2 2015 | 3 |
| ACWV | ISHARES | 3 | 3 | 0.76% | 0.82% | 0.87% | Q2 2016 | Q4 2016 | 3 |
| CMG | CHIPOTLE MEXICAN GRILL... | 3 | 3 | 0.46% | 0.53% | 0.63% | Q4 2015 | Q2 2016 | 3 |
| LKQ | LKQ CORP | 3 | 3 | 0.44% | 0.51% | 0.57% | Q2 2016 | Q4 2016 | 3 |
| MHK | MOHAWK INDS INC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q2 2016 | Q4 2016 | 3 |
| BAX | BAXTER INTL INC | 3 | 3 | 0.31% | 0.32% | 0.32% | Q4 2014 | Q2 2015 | 3 |
| CTXS | CITRIX SYS INC | 3 | 3 | 0.26% | 0.27% | 0.30% | Q2 2016 | Q4 2016 | 3 |
| DHI | D R HORTON INC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q2 2016 | Q4 2016 | 3 |
| LH | LABORATORY CORP AMER H... | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2016 | Q4 2016 | 3 |
| WELL | WELLTOWER INC | 3 | 3 | 0.21% | 0.24% | 0.26% | Q2 2016 | Q4 2016 | 3 |
| EMC | E M C CORP MASS | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2014 | Q2 2015 | 3 |
| PFE | PFIZER INC | 2 | 1 | 0.17% | 0.22% | 0.31% | Q1 2015 | Q4 2022 | 3 |
| NGL | NGL ENERGY PARTNERS LP | 3 | 3 | 0.20% | 0.22% | 0.23% | Q4 2014 | Q2 2015 | 3 |
| KO | COCA COLA CO | 2 | 1 | 0.19% | 0.21% | 0.23% | Q4 2014 | Q4 2022 | 3 |
| NAT | NORDIC AMERICAN TANKER... | 3 | 3 | 0.14% | 0.21% | 0.25% | Q2 2015 | Q4 2015 | 3 |
| APU | AMERIGAS PARTNERS L P | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2016 | Q3 2016 | 3 |
| DIS | DISNEY WALT CO | 2 | 1 | 0.06% | 0.17% | 0.25% | Q3 2016 | Q4 2022 | 3 |
| PNNT | PENNANTPARK INVT CORP | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2014 | Q2 2015 | 3 |
| DES | WISDOMTREE TR | 2 | 2 | 2.09% | 2.14% | 2.20% | Q1 2015 | Q2 2015 | 2 |
| DLS | WISDOMTREE TR | 2 | 2 | 1.46% | 1.52% | 1.58% | Q1 2015 | Q2 2015 | 2 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.82% | 1.44% | 2.05% | Q4 2014 | Q4 2022 | 2 |
| IJH | ISHARES TR | 2 | 2 | 0.64% | 0.72% | 0.79% | Q3 2015 | Q4 2015 | 2 |
| ARRS | ARRIS GROUP INC NEW | 2 | 2 | 0.69% | 0.69% | 0.69% | Q4 2014 | Q1 2015 | 2 |
| EXP | EAGLE MATERIALS INC | 2 | 2 | 0.63% | 0.64% | 0.66% | Q1 2016 | Q2 2016 | 2 |
| ZION | ZIONS BANCORPORATION | 2 | 2 | 0.46% | 0.54% | 0.62% | Q3 2016 | Q4 2016 | 2 |
| ALTR | ALTERA CORP | 2 | 2 | 0.40% | 0.44% | 0.49% | Q2 2015 | Q3 2015 | 2 |
| ESV | ENSCO PLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q4 2014 | Q1 2015 | 2 |
| WMT | WAL-MART STORES INC | 1 | 1 | 0.20% | 0.41% | 0.63% | Q4 2014 | Q4 2022 | 2 |
| UHAL | AMERCO | 2 | 2 | 0.38% | 0.41% | 0.44% | Q1 2016 | Q2 2016 | 2 |
| MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.28% | 0.41% | 0.54% | Q4 2014 | Q1 2015 | 2 |
| CBRE | CBRE GROUP INC | 2 | 2 | 0.40% | 0.41% | 0.41% | Q1 2016 | Q2 2016 | 2 |
| VB | VANGUARD INDEX FDS | 2 | 2 | 0.39% | 0.39% | 0.40% | Q1 2015 | Q2 2015 | 2 |
| GOOG | ALPHABET INC | 1 | 1 | 0.23% | 0.39% | 0.54% | Q4 2015 | Q4 2022 | 2 |
| RHI | ROBERT HALF INTL INC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q1 2016 | Q2 2016 | 2 |
| WLL | WHITING PETE CORP NEW | 2 | 2 | 0.33% | 0.34% | 0.36% | Q4 2014 | Q1 2015 | 2 |
| ABBV | ABBVIE INC | 1 | 1 | 0.15% | 0.30% | 0.45% | Q3 2016 | Q4 2022 | 2 |
| AMAT | APPLIED MATLS INC | 1 | 1 | 0.16% | 0.29% | 0.43% | Q4 2016 | Q4 2022 | 2 |
| ENLK | ENLINK MIDSTREAM PARTN... | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2016 | Q2 2016 | 2 |
| FDX | FEDEX CORP | 1 | 1 | 0.07% | 0.25% | 0.43% | Q4 2016 | Q4 2022 | 2 |
| EEM | ISHARES TR | 1 | 1 | 0.07% | 0.24% | 0.42% | Q4 2014 | Q4 2022 | 2 |
| GLW | CORNING INC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
| HVPW | ALPS ETF TR | 2 | 2 | 0.18% | 0.22% | 0.26% | Q1 2015 | Q2 2015 | 2 |
| EMR | EMERSON ELEC CO | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2016 | Q4 2016 | 2 |
| HTH | HILLTOP HOLDINGS INC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2016 | Q2 2016 | 2 |
| CFG | CITIZENS FINL GROUP INC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q4 2016 | Q4 2022 | 2 |
| MO | ALTRIA GROUP INC | 1 | 1 | 0.08% | 0.16% | 0.24% | Q4 2016 | Q4 2022 | 2 |
| C | CITIGROUP INC | 1 | 1 | 0.10% | 0.15% | 0.20% | Q4 2014 | Q4 2022 | 2 |
| T | AT&T INC | 1 | 1 | 0.09% | 0.15% | 0.20% | Q2 2016 | Q4 2022 | 2 |
| CAT | CATERPILLAR INC DEL | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2014 | Q4 2022 | 2 |
| LAMR | LAMAR ADVERTISING CO NEW | 1 | 1 | 0.08% | 0.13% | 0.17% | Q4 2016 | Q4 2022 | 2 |
| SDRL | SEADRILL LIMITED | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2014 | Q1 2015 | 2 |
| VOO | VANGUARD INDEX FDS | 1 | 1 | 8.90% | 8.90% | 8.90% | Q4 2022 | Q4 2022 | 1 |
| UCON | FIRST TR EXCHNG TRADED... | 1 | 1 | 5.52% | 5.52% | 5.52% | Q4 2022 | Q4 2022 | 1 |
| RSP | RYDEX ETF TRUST | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2016 | Q4 2016 | 1 |
| IEMG | ISHARES INC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2022 | Q4 2022 | 1 |
| VTI | VANGUARD INDEX FDS | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2022 | Q4 2022 | 1 |
| FIXD | FIRST TR EXCHNG TRADED... | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2022 | Q4 2022 | 1 |
| VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
| FVAL | FIDELITY COVINGTON TRUST | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2022 | Q4 2022 | 1 |
| EFA | ISHARES TR | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2014 | Q4 2014 | 1 |
| EFG | ISHARES TR | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2022 | Q4 2022 | 1 |
| IWB | ISHARES TR | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2022 | Q4 2022 | 1 |
| EFV | ISHARES TR | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
| V | VISA INC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
| AGG | ISHARES TR | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
| WM | WASTE MGMT INC DEL | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
| JPST | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
| BOND | PIMCO ETF TR | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
| FQAL | FIDELITY COVINGTON TRUST | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
| CSX | CSX CORP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
| GSLC | GOLDMAN SACHS ETF TR | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 1 |
| PEP | PEPSICO INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
| IXUS | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
| IUSB | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
| AYX | ALTERYX INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
| BLACKSTONE SECD LENDIN... | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 | |
| BLK | BLACKROCK INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
| PB | PROSPERITY BANCSHARES INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
| CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2016 | Q1 2016 | 1 |
| GSIE | GOLDMAN SACHS ETF TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
| ISCF | ISHARES TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
| JBL | JABIL CIRCUIT INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2016 | Q1 2016 | 1 |
| FDMO | FIDELITY COVINGTON TRUST | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
| UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
| VMW | VMWARE INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
| SNDK | SANDISK CORP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
| MMIN | INDEXIQ ACTIVE ETF TR | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
| GT | GOODYEAR TIRE & RUBR CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
| Q | QUINTILES IMS HOLDINGS... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
| CCL | CARNIVAL CORP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
| BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
| MCK | MCKESSON CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
| IR | INGERSOLL-RAND PLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
| COP | CONOCOPHILLIPS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
| FBND | FIDELITY MERRIMACK STR TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
| CBS | CBS CORP NEW | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
| BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
| IUSV | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
| EOG | EOG RES INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
| SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2015 | Q2 2015 | 1 |
| PSX | PHILLIPS 66 | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
| COMM | COMMSCOPE HLDG CO INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
| GIS | GENERAL MLS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
| DHR | DANAHER CORPORATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
| ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
| DIVO | AMPLIFY ETF TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
| BIZD | VANECK ETF TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
| HON | HONEYWELL INTL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
| CB | CHUBB LIMITED | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
| PKG | PACKAGING CORP AMER | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
| DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
| CXP | COLUMBIA PPTY TR INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
| MRK | MERCK & CO INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
| VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
| VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
| ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
| LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
| ENB | ENBRIDGE INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
| VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
| WRB | BERKLEY W R CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
| ANTM | ELEVANCE HEALTH INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| WLK | WESTLAKE CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| HOMB | HOME BANCSHARES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| FB | META PLATFORMS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| XLU | SELECT SECTOR SPDR TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
| MPLX | MPLX LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
| VXUS | VANGUARD STAR FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| NVS | NOVARTIS AG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| ULTA | ULTA BEAUTY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| GWW | GRAINGER W W INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| MCD | MCDONALDS CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| HDV | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| IBTX | INDEPENDENT BANK GROUP... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| IRT | INDEPENDENCE RLTY TR INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| FSK | FS KKR CAP CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| IWF | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
| TXN | TEXAS INSTRS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
| PDO | PIMCO DYNAMIC INCOME O... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
| INTC | INTEL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
| XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| ITOT | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| BCSF | BAIN CAP SPECIALTY FIN... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| TGT | TARGET CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
| AOM | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
| JMST | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| TSLA | TESLA INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| BAC | BANK AMERICA CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| REM | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| VUG | VANGUARD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| DVY | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| EIX | EDISON INTL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| SPHQ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| GLD | SPDR GOLD TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| MDT | MEDTRONIC PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
| BA | BOEING CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| KRG | KITE RLTY GROUP TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| ASO | ACADEMY SPORTS & OUTDO... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| GBDC | GOLUB CAP BDC INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| VXF | VANGUARD INDEX FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| XYLD | GLOBAL X FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| TFC | TRUIST FINL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| GPC | GENUINE PARTS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| IJK | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| KYN | KAYNE ANDERSON ENERGY ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| GSBD | GOLDMAN SACHS BDC INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| PAGP | PLAINS GP HLDGS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| CWK | CUSHMAN WAKEFIELD PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| META | LISTED FD TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| ORCC | OWL ROCK CAPITAL CORPO... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| PERMIAN RESOURCES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
| NUSCALE PWR CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
| LYG | LLOYDS BANKING GROUP PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| COMS | COMSOVEREIGN HLDG CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including UNITED PARCEL SERVICE INC, SPDR S&P 500 ETF TR, and DBX ETF TR, are the highest-conviction holdings of CFO4Life, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by CFO4Life, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CFO4Life, L.P. owns currently or has owned in the past.