$118 Million is the total value of CFO4Life Group, LLC's 95 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -3,176 | -100.0% | -0.16% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,171 | -100.0% | -0.18% | – |
| VTR | Exit | VENTAS INC | $0 | – | -3,737 | -100.0% | -0.18% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,839 | -100.0% | -0.18% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,931 | -100.0% | -0.19% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -234 | -100.0% | -0.19% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,486 | -100.0% | -0.20% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,490 | -100.0% | -0.24% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -1,791 | -100.0% | -0.24% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -1,889 | -100.0% | -0.41% | – |
| CDW | Exit | CDW CORP | $0 | – | -9,069 | -100.0% | -0.50% | – |
| VMW | Exit | VMWARE INC | $0 | – | -5,595 | -100.0% | -0.55% | – |
| OC | Exit | OWENS CORNING NEW | $0 | – | -7,985 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-07
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.