$237 Million is the total value of CFO4Life Group, LLC's 135 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PB | New | PROSPERITY BANCSHARES INC | $2,591,000 | – | 36,036 | +100.0% | 1.10% | – |
| CVS | New | CVS HEALTH CORP | $489,000 | – | 6,583 | +100.0% | 0.21% | – |
| QRVO | New | QORVO INC | $410,000 | – | 3,528 | +100.0% | 0.17% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $316,000 | – | 3,658 | +100.0% | 0.13% | – |
| NEAR | New | ISHARES US ETF TRsht mat bd etf | $302,000 | – | 6,000 | +100.0% | 0.13% | – |
| LULU | New | LULULEMON ATHLETICA INC | $232,000 | – | 1,000 | +100.0% | 0.10% | – |
| ABBV | New | ABBVIE INC | $220,000 | – | 2,489 | +100.0% | 0.09% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $210,000 | – | 4,731 | +100.0% | 0.09% | – |
| NFLX | New | NETFLIX INC | $204,000 | – | 629 | +100.0% | 0.09% | – |
| PYPL | New | PAYPAL HLDGS INC | $200,000 | – | 1,849 | +100.0% | 0.08% | – |
| NMFC | New | NEW MTN FIN CORP | $160,000 | – | 11,649 | +100.0% | 0.07% | – |
| HTGC | New | HERCULES CAPITAL INC | $141,000 | – | 10,040 | +100.0% | 0.06% | – |
| BCLI | New | BRAINSTORM CELL THERAPEUTICS | $51,000 | – | 12,000 | +100.0% | 0.02% | – |
| New | VERINT SYS INCnote 1.500% 6/0 | $11,000 | – | 10,000 | +100.0% | 0.01% | – | |
| New | BIOMARIN PHARMACEUTICAL INCnote 0.599% 8/0 | $11,000 | – | 10,000 | +100.0% | 0.01% | – | |
| New | QUOTIENT TECHNOLOGY INCnote 1.750%12/0 | $11,000 | – | 11,000 | +100.0% | 0.01% | – | |
| New | PALO ALTO NETWORKS INCnote 0.750% 7/0 | $13,000 | – | 12,000 | +100.0% | 0.01% | – | |
| New | NEVRO CORPnote 1.750% 6/0 | $13,000 | – | 10,000 | +100.0% | 0.01% | – | |
| New | WESTERN DIGITAL CORPnote 1.500% 2/0 | $10,000 | – | 10,000 | +100.0% | 0.00% | – | |
| New | LIGAND PHARMACEUTICALS INCnote 0.750% 5/1 | $9,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 30 | Q2 2024 | 30.8% |
| ISHARES TR | 30 | Q2 2024 | 9.2% |
| DARLING INGREDIENTS INC | 30 | Q2 2024 | 9.0% |
| APPLE INC | 30 | Q2 2024 | 5.8% |
| ISHARES TR | 30 | Q2 2024 | 7.3% |
| ISHARES TR | 30 | Q2 2024 | 6.1% |
| LENNOX INTL INC | 30 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE CO | 30 | Q2 2024 | 1.3% |
| ALPHABET INC | 30 | Q2 2024 | 0.9% |
| META PLATFORMS INC | 30 | Q2 2024 | 1.1% |
View CFO4Life Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-31 |
| 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 |
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.