$109 Million is the total value of CFO4Life Group, LLC's 87 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XHR | XENIA HOTELS & RESORTS INC | $928,000 | +13.4% | 47,894 | 0.0% | 0.86% | +15.2% | |
| ZIXI | ZIX CORP | $378,000 | +18.1% | 66,500 | 0.0% | 0.35% | +20.0% | |
| UNP | UNION PAC CORP | $290,000 | +2.8% | 2,660 | 0.0% | 0.27% | +4.3% | |
| ABC | AMERISOURCEBERGEN CORP | $227,000 | +6.6% | 2,406 | 0.0% | 0.21% | +8.3% | |
| ADM | ARCHER DANIELS MIDLAND CO | $209,000 | -10.3% | 5,056 | 0.0% | 0.19% | -9.0% | |
| PSEC | PROSPECT CAPITAL CORPORATION | $95,000 | -10.4% | 11,676 | 0.0% | 0.09% | -9.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 27 | Q3 2023 | 30.8% |
| ISHARES TR | 27 | Q3 2023 | 9.2% |
| DARLING INGREDIENTS INC | 27 | Q3 2023 | 9.0% |
| APPLE INC | 27 | Q3 2023 | 5.8% |
| ISHARES TR | 27 | Q3 2023 | 7.3% |
| ISHARES TR | 27 | Q3 2023 | 6.1% |
| LENNOX INTL INC | 27 | Q3 2023 | 3.8% |
| PROCTER & GAMBLE CO | 27 | Q3 2023 | 1.3% |
| ALPHABET INC | 27 | Q3 2023 | 0.8% |
| META PLATFORMS INC | 27 | Q3 2023 | 1.1% |
View CFO4Life Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
View CFO4Life Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.