$484 Million is the total value of CFO4Life Group, LLC's 154 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 26.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $68,165,000 | +18.1% | 318,021 | +0.4% | 14.09% | +4.9% |
| VOO | Buy | VANGUARD INDEX FDS | $54,111,000 | +16.1% | 123,945 | +4.9% | 11.19% | +3.1% |
| DAR | DARLING INGREDIENTS INC | $27,362,000 | -3.6% | 394,884 | 0.0% | 5.66% | -14.4% | |
| AAPL | Buy | APPLE INC | $24,790,000 | +26.5% | 139,606 | +0.8% | 5.12% | +12.3% |
| VLUE | Buy | ISHARES TRmsci usa value | $23,384,000 | +15.5% | 213,611 | +6.3% | 4.83% | +2.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $22,800,000 | +14.1% | 156,639 | +3.3% | 4.71% | +1.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $21,776,000 | +13.2% | 409,203 | +13.9% | 4.50% | +0.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $20,929,000 | +7.2% | 115,107 | +3.5% | 4.33% | -4.8% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $15,015,000 | +8.7% | 82,113 | +8.4% | 3.10% | -3.5% |
| MSFT | Buy | MICROSOFT CORP | $13,719,000 | +21.8% | 40,791 | +2.1% | 2.84% | +8.2% |
| MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $11,301,000 | +1.1% | 410,640 | +0.8% | 2.34% | -10.2% |
| HD | Buy | HOME DEPOT INC | $10,599,000 | +27.9% | 25,540 | +1.2% | 2.19% | +13.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $10,374,000 | -1.6% | 90,592 | -6.2% | 2.14% | -12.6% |
| AMZN | Sell | AMAZON COM INC | $7,866,000 | -2.1% | 2,359 | -3.5% | 1.63% | -13.0% |
| V | Sell | VISA INC | $6,550,000 | -6.2% | 30,225 | -3.6% | 1.35% | -16.7% |
| WM | Sell | WASTE MGMT INC DEL | $5,408,000 | +10.3% | 32,403 | -1.3% | 1.12% | -2.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $5,143,000 | +2.6% | 14,314 | -0.7% | 1.06% | -8.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,326,000 | +16.9% | 1,495 | +7.6% | 0.89% | +3.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,245,000 | +8.9% | 17,583 | +0.1% | 0.88% | -3.3% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,213,000 | +19.3% | 83,459 | +19.9% | 0.87% | +6.0% |
| CSX | Sell | CSX CORP | $4,134,000 | +25.8% | 109,956 | -0.5% | 0.86% | +11.8% |
| IUSB | Buy | ISHARES TRcore total usd | $3,592,000 | +14.7% | 67,862 | +15.4% | 0.74% | +1.9% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,571,000 | +20.7% | 37,534 | +9.2% | 0.74% | +7.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,543,000 | +17.5% | 21,659 | +0.4% | 0.73% | +4.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,534,000 | +20.9% | 1,220 | +11.6% | 0.73% | +7.5% |
| LII | Sell | LENNOX INTL INC | $3,443,000 | -18.5% | 10,613 | -26.1% | 0.71% | -27.6% |
| BLK | Sell | BLACKROCK INC | $3,381,000 | +7.5% | 3,693 | -1.5% | 0.70% | -4.5% |
| WMT | Sell | WALMART INC | $3,237,000 | +2.2% | 22,370 | -1.6% | 0.67% | -9.2% |
| AYX | Buy | ALTERYX INC | $3,205,000 | -17.1% | 52,977 | +0.2% | 0.66% | -26.3% |
| PEP | Sell | PEPSICO INC | $2,932,000 | +6.5% | 16,877 | -7.8% | 0.61% | -5.5% |
| FB | Buy | META PLATFORMS INCcl a | $2,925,000 | +1.4% | 8,697 | +2.3% | 0.60% | -10.0% |
| IXUS | Buy | ISHARES TRcore msci total | $2,610,000 | +17.9% | 36,786 | +18.0% | 0.54% | +4.9% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,429,000 | +2.2% | 30,024 | -7.2% | 0.50% | -9.2% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,325,000 | +20.7% | 65,918 | +16.9% | 0.48% | +7.1% |
| PB | Sell | PROSPERITY BANCSHARES INC | $2,234,000 | +0.7% | 30,892 | -1.0% | 0.46% | -10.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,060,000 | +2.2% | 12,040 | -3.5% | 0.43% | -9.2% |
| CSCO | Sell | CISCO SYS INC | $1,959,000 | +14.9% | 30,907 | -1.3% | 0.40% | +2.0% |
| PFE | Sell | PFIZER INC | $1,927,000 | +31.2% | 32,633 | -4.5% | 0.40% | +16.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,790,000 | +52.3% | 3,564 | +18.6% | 0.37% | +35.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,758,000 | +8.7% | 11,104 | +12.4% | 0.36% | -3.5% |
| XOM | Sell | EXXON MOBIL CORP | $1,713,000 | +2.6% | 27,993 | -1.4% | 0.35% | -9.0% |
| IBTX | Buy | INDEPENDENT BANK GROUP INC | $1,691,000 | +200.9% | 23,435 | +196.1% | 0.35% | +167.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,561,000 | +35.5% | 31,557 | +37.0% | 0.32% | +20.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,446,000 | +12.4% | 17,067 | +13.3% | 0.30% | -0.3% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,292,000 | +4.1% | 32,898 | +0.1% | 0.27% | -7.6% |
| AMAT | Buy | APPLIED MATLS INC | $1,289,000 | +32.7% | 8,193 | +8.7% | 0.27% | +17.7% |
| LRCX | Buy | LAM RESEARCH CORP | $1,180,000 | +43.4% | 1,641 | +13.5% | 0.24% | +27.1% |
| IUSV | ISHARES TRcore s&p us vlu | $1,177,000 | +7.7% | 15,423 | 0.0% | 0.24% | -4.3% | |
| DHR | Buy | DANAHER CORPORATION | $1,078,000 | +31.1% | 3,276 | +21.3% | 0.22% | +16.8% |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $1,076,000 | +22.0% | 3,327 | +2.7% | 0.22% | +8.3% |
| FDX | Buy | FEDEX CORP | $1,069,000 | +20.8% | 4,134 | +2.5% | 0.22% | +7.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,069,000 | +23.3% | 3,575 | +12.6% | 0.22% | +9.4% |
| GILD | New | GILEAD SCIENCES INC | $1,071,000 | – | 14,754 | +100.0% | 0.22% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,023,000 | +25.7% | 1,533 | +7.6% | 0.21% | +11.6% |
| INTC | Buy | INTEL CORP | $1,016,000 | -0.6% | 19,733 | +2.8% | 0.21% | -11.8% |
| CVX | Buy | CHEVRON CORP NEW | $1,017,000 | +17.7% | 8,665 | +1.8% | 0.21% | +4.5% |
| TGT | Buy | TARGET CORP | $940,000 | +23.4% | 4,063 | +21.9% | 0.19% | +9.6% |
| QCOM | New | QUALCOMM INC | $912,000 | – | 4,987 | +100.0% | 0.19% | – |
| UNP | Buy | UNION PAC CORP | $905,000 | +54.4% | 3,594 | +20.3% | 0.19% | +37.5% |
| KO | Sell | COCA COLA CO | $894,000 | +9.3% | 15,095 | -3.2% | 0.18% | -2.6% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $897,000 | +49.0% | 23,497 | +36.4% | 0.18% | +32.1% |
| COP | Sell | CONOCOPHILLIPS | $890,000 | +5.8% | 12,333 | -0.6% | 0.18% | -6.1% |
| LKQ | Buy | LKQ CORP | $886,000 | +24.4% | 14,752 | +4.2% | 0.18% | +10.2% |
| C | Sell | CITIGROUP INC | $850,000 | -23.8% | 14,074 | -11.4% | 0.18% | -32.3% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $852,000 | +8.8% | 49,753 | +1.7% | 0.18% | -3.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $847,000 | +3.9% | 1,493 | +5.4% | 0.18% | -7.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $837,000 | +13.0% | 1,762 | +2.1% | 0.17% | +0.6% |
| PWR | Buy | QUANTA SVCS INC | $823,000 | +3.1% | 7,175 | +2.4% | 0.17% | -8.6% |
| LENB | Buy | LENNAR CORPcl b | $800,000 | +29.4% | 8,363 | +5.0% | 0.16% | +14.6% |
| ICLR | Buy | ICON PLC | $791,000 | +23.8% | 2,555 | +4.8% | 0.16% | +10.1% |
| ON | New | ON SEMICONDUCTOR CORP | $783,000 | – | 11,521 | +100.0% | 0.16% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $747,000 | -5.1% | 1,878 | -14.6% | 0.15% | -15.8% |
| CB | Buy | CHUBB LIMITED | $741,000 | +24.1% | 3,836 | +11.5% | 0.15% | +10.1% |
| DOV | Buy | DOVER CORP | $728,000 | +23.2% | 4,008 | +5.5% | 0.15% | +9.4% |
| NFG | New | NATIONAL FUEL GAS CO | $724,000 | – | 11,316 | +100.0% | 0.15% | – |
| SNV | New | SYNOVUS FINL CORP | $709,000 | – | 14,809 | +100.0% | 0.15% | – |
| LH | Buy | LABORATORY CORP AMER HLDGS | $698,000 | +17.9% | 2,221 | +5.5% | 0.14% | +4.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $698,000 | +61.2% | 13,676 | +59.5% | 0.14% | +42.6% |
| ENB | Buy | ENBRIDGE INC | $694,000 | +1.3% | 17,761 | +3.2% | 0.14% | -10.1% |
| NTAP | Buy | NETAPP INC | $677,000 | +9.4% | 7,364 | +6.8% | 0.14% | -2.8% |
| DELL | New | DELL TECHNOLOGIES INCcl c | $667,000 | – | 11,877 | +100.0% | 0.14% | – |
| ALLY | Buy | ALLY FINL INC | $666,000 | -0.9% | 13,996 | +6.3% | 0.14% | -11.5% |
| NVDA | Sell | NVIDIA CORPORATION | $657,000 | +41.9% | 2,232 | -0.1% | 0.14% | +25.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $646,000 | +11.8% | 2,113 | +0.1% | 0.13% | -0.7% |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $645,000 | +11.0% | 29,176 | +1.4% | 0.13% | -1.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $608,000 | +20.6% | 5,660 | +14.3% | 0.13% | +7.7% |
| ABBV | Buy | ABBVIE INC | $593,000 | +95.1% | 4,381 | +55.5% | 0.12% | +73.2% |
| T | Sell | AT&T INC | $596,000 | -12.7% | 24,245 | -4.1% | 0.12% | -22.6% |
| DIS | Sell | DISNEY WALT CO | $583,000 | -17.5% | 3,764 | -10.0% | 0.12% | -26.7% |
| MCD | Buy | MCDONALDS CORP | $536,000 | +19.4% | 1,998 | +7.3% | 0.11% | +5.7% |
| TXN | Buy | TEXAS INSTRS INC | $531,000 | +5.6% | 2,815 | +7.6% | 0.11% | -6.0% |
| FSK | Buy | FS KKR CAP CORP | $520,000 | -2.8% | 24,837 | +2.3% | 0.11% | -13.6% |
| TSLA | Sell | TESLA INC | $517,000 | +15.4% | 489 | -15.4% | 0.11% | +2.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $510,000 | +0.8% | 5,828 | -5.7% | 0.10% | -11.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $504,000 | +8.6% | 1,419 | +5.4% | 0.10% | -3.7% |
| BCSF | Sell | BAIN CAP SPECIALTY FIN INC | $505,000 | -18.3% | 33,201 | -20.3% | 0.10% | -27.8% |
| ITOT | ISHARES TRcore s&p ttl stk | $492,000 | +8.6% | 4,600 | 0.0% | 0.10% | -2.9% | |
| AMGN | Buy | AMGEN INC | $490,000 | +48.5% | 2,178 | +40.3% | 0.10% | +31.2% |
| BKNG | Sell | BOOKING HOLDINGS INC | $465,000 | +0.4% | 194 | -0.5% | 0.10% | -11.1% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $465,000 | +8.1% | 3,832 | +1.1% | 0.10% | -4.0% |
| BAC | Buy | BK OF AMERICA CORP | $457,000 | +66.2% | 10,274 | +58.4% | 0.09% | +46.9% |
| JMST | Sell | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $429,000 | -70.6% | 8,409 | -70.6% | 0.09% | -73.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $431,000 | +73.8% | 7,945 | +66.0% | 0.09% | +53.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $419,000 | +13.6% | 8,061 | +18.0% | 0.09% | +1.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $416,000 | +10.6% | 1,297 | +0.2% | 0.09% | -2.3% |
| DUK | Sell | DUKE ENERGY CORP NEW | $417,000 | +6.1% | 3,974 | -1.4% | 0.09% | -5.5% |
| MO | Buy | ALTRIA GROUP INC | $390,000 | +8.3% | 8,221 | +3.8% | 0.08% | -3.6% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $386,000 | – | 3,327 | +100.0% | 0.08% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $364,000 | -41.9% | 1,929 | -19.9% | 0.08% | -48.6% |
| EFA | New | ISHARES TRmsci eafe etf | $365,000 | – | 4,642 | +100.0% | 0.08% | – |
| AOM | ISHARES TRmodert alloc etf | $361,000 | +1.7% | 7,935 | 0.0% | 0.08% | -9.6% | |
| ABT | Buy | ABBOTT LABS | $356,000 | +33.3% | 2,528 | +11.8% | 0.07% | +19.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $351,000 | +4.2% | 3,690 | +3.9% | 0.07% | -6.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $352,000 | +46.7% | 619 | +16.1% | 0.07% | +30.4% |
| DVY | New | ISHARES TRselect divid etf | $332,000 | – | 2,710 | +100.0% | 0.07% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $319,000 | +6.0% | 14,526 | +4.3% | 0.07% | -5.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $310,000 | +13.1% | 4,520 | +0.4% | 0.06% | 0.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $300,000 | +7.1% | 29,797 | +4.1% | 0.06% | -4.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $298,000 | +10.0% | 1,347 | 0.0% | 0.06% | -1.6% | |
| WFC | Buy | WELLS FARGO CO NEW | $294,000 | +14.4% | 6,134 | +10.6% | 0.06% | +1.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $288,000 | -71.1% | 5,715 | -67.9% | 0.06% | -74.1% |
| NKE | New | NIKE INCcl b | $287,000 | – | 1,722 | +100.0% | 0.06% | – |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $283,000 | +9.3% | 5,325 | 0.0% | 0.06% | -1.7% | |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $281,000 | +3.7% | 6,056 | +2.0% | 0.06% | -7.9% |
| GBDC | Buy | GOLUB CAP BDC INC | $275,000 | -0.7% | 17,818 | +1.6% | 0.06% | -10.9% |
| TFC | New | TRUIST FINL CORP | $258,000 | – | 4,407 | +100.0% | 0.05% | – |
| BA | Buy | BOEING CO | $256,000 | +7.6% | 1,270 | +17.4% | 0.05% | -3.6% |
| EIX | New | EDISON INTL | $251,000 | – | 3,680 | +100.0% | 0.05% | – |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $250,000 | +6.8% | 13,031 | +2.1% | 0.05% | -3.7% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $252,000 | – | 2,950 | +100.0% | 0.05% | – |
| KRG | New | KITE RLTY GROUP TR | $246,000 | – | 11,275 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TR | $249,000 | – | 1,458 | +100.0% | 0.05% | – |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $240,000 | -16.1% | 4,810 | -15.7% | 0.05% | -25.4% |
| FFIN | New | FIRST FINL BANKSHARES INC | $235,000 | – | 4,625 | +100.0% | 0.05% | – |
| CAT | New | CATERPILLAR INC | $238,000 | – | 1,153 | +100.0% | 0.05% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $231,000 | -2.5% | 4,730 | +0.4% | 0.05% | -12.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $231,000 | -12.8% | 3,709 | -17.2% | 0.05% | -22.6% |
| CWK | CUSHMAN WAKEFIELD PLC | $230,000 | +19.8% | 10,325 | 0.0% | 0.05% | +6.7% | |
| XHR | XENIA HOTELS & RESORTS INC | $229,000 | +2.2% | 12,628 | 0.0% | 0.05% | -9.6% | |
| AMT | New | AMERICAN TOWER CORP NEW | $225,000 | – | 768 | +100.0% | 0.05% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $223,000 | +0.5% | 14,031 | +5.7% | 0.05% | -11.5% |
| SRC | New | SPIRIT RLTY CAP INC NEW | $216,000 | – | 4,481 | +100.0% | 0.04% | – |
| VBTX | New | VERITEX HLDGS INC | $219,000 | – | 5,510 | +100.0% | 0.04% | – |
| MDT | Sell | MEDTRONIC PLC | $216,000 | -23.1% | 2,083 | -7.2% | 0.04% | -30.8% |
| JBHT | New | HUNT J B TRANS SVCS INC | $212,000 | – | 1,038 | +100.0% | 0.04% | – |
| New | PROSHARES TRbitcoin strate | $211,000 | – | 7,303 | +100.0% | 0.04% | – | |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $210,000 | – | 1,846 | +100.0% | 0.04% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $206,000 | – | 1,552 | +100.0% | 0.04% | – |
| AME | New | AMETEK INC | $204,000 | – | 1,387 | +100.0% | 0.04% | – |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $131,000 | +5.6% | 11,743 | +2.0% | 0.03% | -6.9% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $109,000 | +6.9% | 42,582 | +2.6% | 0.02% | -4.2% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $106,000 | -5.4% | 10,488 | +1.2% | 0.02% | -15.4% |
| COMS | COMSOVEREIGN HLDG CORP | $50,000 | -52.8% | 66,067 | 0.0% | 0.01% | -60.0% | |
| BCLI | BRAINSTORM CELL THERAPEUTICS | $48,000 | +20.0% | 12,000 | 0.0% | 0.01% | +11.1% | |
| BIOL | Exit | BIOLASE INC | $0 | – | -33,200 | -100.0% | -0.01% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,303 | -100.0% | -0.05% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,379 | -100.0% | -0.05% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -1,857 | -100.0% | -0.05% | – |
| RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -18,001 | -100.0% | -0.05% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,064 | -100.0% | -0.06% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -3,180 | -100.0% | -0.08% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -3,117 | -100.0% | -0.09% | – |
| ZIXI | Exit | ZIX CORP | $0 | – | -55,000 | -100.0% | -0.09% | – |
| QRVO | Exit | QORVO INC | $0 | – | -3,431 | -100.0% | -0.13% | – |
| MDU | Exit | MDU RES GROUP INC | $0 | – | -21,030 | -100.0% | -0.14% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -4,791 | -100.0% | -0.17% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -2,275 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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/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 |
| 13F-HR | 2022-02-10 |
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.