$433 Million is the total value of CFO4Life Group, LLC's 141 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALLY | New | ALLY FINL INC | $608,000 | – | 12,195 | +100.0% | 0.14% | – |
| FSK | New | FS KKR CAP CORP | $575,000 | – | 26,737 | +100.0% | 0.13% | – |
| GBDC | New | GOLUB CAP BDC INC | $294,000 | – | 19,054 | +100.0% | 0.07% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $261,000 | – | 13,326 | +100.0% | 0.06% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $223,000 | – | 4,579 | +100.0% | 0.05% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $220,000 | – | 7,620 | +100.0% | 0.05% | – |
| FFIN | New | FIRST FINL BANKSHARES INC | $211,000 | – | 4,288 | +100.0% | 0.05% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $120,000 | – | 10,088 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
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.