$240 Million is the total value of CFO4Life Group, LLC's 124 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -2,406 | -100.0% | -0.18% | – |
| IDLV | Exit | POWERSHARES ETF TR IIintl dev lowvl | $0 | – | -6,274 | -100.0% | -0.18% | – |
| APU | Exit | AMERIGAS PARTNERS L Punit l p int | $0 | – | -5,255 | -100.0% | -0.18% | – |
| EELV | Exit | POWERSHARES ETF TR IIem mrk low vol | $0 | – | -8,208 | -100.0% | -0.18% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -3,337 | -100.0% | -0.24% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -4,327 | -100.0% | -0.25% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -6,357 | -100.0% | -0.28% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -4,979 | -100.0% | -0.29% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -4,088 | -100.0% | -0.31% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD | $0 | – | -3,275 | -100.0% | -0.33% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -13,243 | -100.0% | -0.34% | – |
| SPLV | Exit | POWERSHARES ETF TR IIs&p500 low vol | $0 | – | -8,750 | -100.0% | -0.35% | – |
| WP | Exit | WORLDPAY INCcl a | $0 | – | -5,056 | -100.0% | -0.35% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -7,827 | -100.0% | -0.43% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -6,726 | -100.0% | -0.50% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -46,308 | -100.0% | -3.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-01
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.