$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FOCS | Exit | FOCUS FINL PARTNERS INCcall | $0 | – | -20,000 | -100.0% | -0.00% | – |
| XPL | Exit | SOLITARIO ZINC CORP | $0 | – | -32,674 | -100.0% | -0.00% | – |
| BTEGF | Exit | BAYTEX ENERGY CORP | $0 | – | -11,000 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -5,056 | -100.0% | -0.09% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -1,972 | -100.0% | -0.10% | – |
| CGBD | Exit | TCG BDC INC | $0 | – | -17,471 | -100.0% | -0.11% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -3,645 | -100.0% | -0.15% | – |
| WCG | Exit | WELLCARE HEALTH PLANS INC | $0 | – | -1,747 | -100.0% | -0.20% | – |
| LTXB | Exit | LEGACY TEX FINL GROUP INC | $0 | – | -50,836 | -100.0% | -0.99% | – |
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 | 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.