$477 Million is the total value of CFO4Life Group, LLC's 155 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $67,910,000 | -0.4% | 316,655 | -0.4% | 14.25% | +1.1% |
| VOO | Buy | VANGUARD INDEX FDS | $53,997,000 | -0.2% | 130,060 | +4.9% | 11.33% | +1.3% |
| DAR | Buy | DARLING INGREDIENTS INC | $42,985,000 | +57.1% | 534,770 | +35.4% | 9.02% | +59.5% |
| AAPL | Sell | APPLE INC | $24,325,000 | -1.9% | 139,309 | -0.2% | 5.10% | -0.4% |
| VLUE | Buy | ISHARES TRmsci usa value | $22,762,000 | -2.7% | 217,676 | +1.9% | 4.78% | -1.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $22,025,000 | +1311.0% | 477,451 | +1413.0% | 4.62% | +1331.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $21,968,000 | -3.6% | 163,172 | +4.2% | 4.61% | -2.2% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $19,795,000 | -5.4% | 117,638 | +2.2% | 4.15% | -4.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $14,633,000 | -2.5% | 88,333 | +7.6% | 3.07% | -1.1% |
| MSFT | Sell | MICROSOFT CORP | $12,544,000 | -8.6% | 40,687 | -0.3% | 2.63% | -7.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $9,608,000 | -7.4% | 89,060 | -1.7% | 2.02% | -6.0% |
| AMZN | Buy | AMAZON COM INC | $8,029,000 | +2.1% | 2,463 | +4.4% | 1.68% | +3.6% |
| HD | Buy | HOME DEPOT INC | $7,683,000 | -27.5% | 25,667 | +0.5% | 1.61% | -26.4% |
| V | Sell | VISA INC | $6,649,000 | +1.5% | 29,981 | -0.8% | 1.40% | +3.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,168,000 | +0.5% | 14,460 | +1.0% | 1.08% | +2.1% |
| WM | Sell | WASTE MGMT INC DEL | $4,962,000 | -8.2% | 31,309 | -3.4% | 1.04% | -6.9% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,031,000 | -4.3% | 80,177 | -3.9% | 0.85% | -2.9% |
| CSX | Sell | CSX CORP | $4,025,000 | -2.6% | 107,482 | -2.2% | 0.84% | -1.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,014,000 | -5.4% | 17,630 | +0.3% | 0.84% | -4.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,908,000 | -9.7% | 1,399 | -6.4% | 0.82% | -8.3% |
| IUSB | Buy | ISHARES TRcore total usd | $3,833,000 | +6.7% | 77,225 | +13.8% | 0.80% | +8.2% |
| AYX | ALTERYX INC | $3,789,000 | +18.2% | 52,977 | 0.0% | 0.80% | +19.9% | |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,682,000 | +3.1% | 41,352 | +10.2% | 0.77% | +4.7% |
| WMT | Sell | WALMART INC | $3,330,000 | +2.9% | 22,361 | -0.0% | 0.70% | +4.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,237,000 | -8.4% | 1,164 | -4.6% | 0.68% | -7.1% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,168,000 | -85.5% | 63,907 | -84.4% | 0.66% | -85.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,159,000 | -10.8% | 20,676 | -4.5% | 0.66% | -9.4% |
| BLK | Sell | BLACKROCK INC | $2,805,000 | -17.0% | 3,671 | -0.6% | 0.59% | -15.7% |
| PEP | Sell | PEPSICO INC | $2,796,000 | -4.6% | 16,704 | -1.0% | 0.59% | -3.1% |
| LII | Buy | LENNOX INTL INC | $2,789,000 | -19.0% | 10,815 | +1.9% | 0.58% | -17.8% |
| IXUS | Buy | ISHARES TRcore msci total | $2,759,000 | +5.7% | 41,436 | +12.6% | 0.58% | +7.2% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,415,000 | +3.9% | 73,785 | +11.9% | 0.51% | +5.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,220,000 | +7.8% | 12,524 | +4.0% | 0.47% | +9.4% |
| XOM | Sell | EXXON MOBIL CORP | $2,209,000 | +29.0% | 26,751 | -4.4% | 0.46% | +31.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,195,000 | -9.6% | 28,291 | -5.8% | 0.46% | -8.2% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $2,158,000 | -80.9% | 84,339 | -79.5% | 0.45% | -80.6% |
| PB | Buy | PROSPERITY BANCSHARES INC | $2,155,000 | -3.5% | 31,066 | +0.6% | 0.45% | -2.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,879,000 | +5.0% | 3,684 | +3.4% | 0.39% | +6.5% |
| CSCO | Buy | CISCO SYS INC | $1,787,000 | -8.8% | 32,048 | +3.7% | 0.38% | -7.4% |
| FB | Sell | META PLATFORMS INCcl a | $1,772,000 | -39.4% | 7,971 | -8.3% | 0.37% | -38.5% |
| PFE | Sell | PFIZER INC | $1,655,000 | -14.1% | 31,977 | -2.0% | 0.35% | -12.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,564,000 | +8.2% | 19,659 | +15.2% | 0.33% | +9.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,305,000 | +22.1% | 3,699 | +3.5% | 0.27% | +24.0% |
| CVX | Sell | CHEVRON CORP NEW | $1,282,000 | +26.1% | 7,873 | -9.1% | 0.27% | +28.1% |
| COP | Sell | CONOCOPHILLIPS | $1,221,000 | +37.2% | 12,212 | -1.0% | 0.26% | +39.1% |
| IUSV | ISHARES TRcore s&p us vlu | $1,170,000 | -0.6% | 15,423 | 0.0% | 0.25% | +1.2% | |
| UNP | Buy | UNION PAC CORP | $1,011,000 | +11.7% | 3,699 | +2.9% | 0.21% | +13.4% |
| EOG | New | EOG RES INC | $980,000 | – | 8,217 | +100.0% | 0.21% | – |
| KO | Buy | COCA COLA CO | $977,000 | +9.3% | 15,759 | +4.4% | 0.20% | +10.8% |
| FDX | Buy | FEDEX CORP | $973,000 | -9.0% | 4,203 | +1.7% | 0.20% | -7.7% |
| DHR | Sell | DANAHER CORPORATION | $944,000 | -12.4% | 3,218 | -1.8% | 0.20% | -11.2% |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $938,000 | -12.8% | 3,196 | -3.9% | 0.20% | -11.3% |
| AMAT | Sell | APPLIED MATLS INC | $919,000 | -28.7% | 6,971 | -14.9% | 0.19% | -27.4% |
| INTC | Sell | INTEL CORP | $910,000 | -10.4% | 18,357 | -7.0% | 0.19% | -9.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $909,000 | -11.1% | 1,539 | +0.4% | 0.19% | -9.5% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $889,000 | -0.9% | 23,729 | +1.0% | 0.19% | +1.1% |
| GILD | Sell | GILEAD SCIENCES INC | $861,000 | -19.6% | 14,485 | -1.8% | 0.18% | -18.1% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $856,000 | +0.5% | 50,642 | +1.8% | 0.18% | +2.3% |
| CB | Buy | CHUBB LIMITED | $837,000 | +13.0% | 3,914 | +2.0% | 0.18% | +15.0% |
| ENB | Buy | ENBRIDGE INC | $833,000 | +20.0% | 18,073 | +1.8% | 0.18% | +22.4% |
| LRCX | Sell | LAM RESEARCH CORP | $829,000 | -29.7% | 1,543 | -6.0% | 0.17% | -28.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $831,000 | -52.7% | 6,097 | -45.1% | 0.17% | -52.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $796,000 | -4.9% | 1,763 | +0.1% | 0.17% | -3.5% |
| NFG | Buy | NATIONAL FUEL GAS CO | $793,000 | +9.5% | 11,540 | +2.0% | 0.17% | +10.7% |
| QCOM | Buy | QUALCOMM INC | $788,000 | -13.6% | 5,155 | +3.4% | 0.16% | -12.7% |
| ABBV | Buy | ABBVIE INC | $739,000 | +24.6% | 4,559 | +4.1% | 0.16% | +26.0% |
| SNV | Buy | SYNOVUS FINL CORP | $739,000 | +4.2% | 15,081 | +1.8% | 0.16% | +5.4% |
| ON | Buy | ON SEMICONDUCTOR CORP | $736,000 | -6.0% | 11,758 | +2.1% | 0.15% | -4.9% |
| DVN | New | DEVON ENERGY CORP NEW | $733,000 | – | 12,389 | +100.0% | 0.15% | – |
| C | Sell | CITIGROUP INC | $726,000 | -14.6% | 13,594 | -3.4% | 0.15% | -13.6% |
| IRT | New | INDEPENDENCE RLTY TR INC | $721,000 | – | 27,275 | +100.0% | 0.15% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $714,000 | -4.4% | 1,971 | +5.0% | 0.15% | -2.6% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $711,000 | – | 9,547 | +100.0% | 0.15% | – |
| NVDA | Buy | NVIDIA CORPORATION | $673,000 | +2.4% | 2,465 | +10.4% | 0.14% | +3.7% |
| HPQ | New | HP INC | $670,000 | – | 18,449 | +100.0% | 0.14% | – |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $657,000 | -5.9% | 13,676 | 0.0% | 0.14% | -4.2% | |
| DOV | Buy | DOVER CORP | $647,000 | -11.1% | 4,123 | +2.9% | 0.14% | -9.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $642,000 | +27.4% | 1,455 | +2.5% | 0.14% | +29.8% |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $630,000 | – | 12,890 | +100.0% | 0.13% | – |
| CBRE | New | CBRE GROUP INCcl a | $627,000 | – | 6,850 | +100.0% | 0.13% | – |
| TSLA | Buy | TESLA INC | $622,000 | +20.3% | 577 | +18.0% | 0.13% | +22.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $621,000 | +2.1% | 6,127 | +8.3% | 0.13% | +3.2% |
| NTAP | Buy | NETAPP INC | $621,000 | -8.3% | 7,479 | +1.6% | 0.13% | -7.1% |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $618,000 | -4.2% | 29,604 | +1.5% | 0.13% | -2.3% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $610,000 | -8.5% | 12,150 | +2.3% | 0.13% | -7.2% |
| New | BLACKSTONE SECD LENDING FD | $606,000 | – | 21,734 | +100.0% | 0.13% | – | |
| LH | Buy | LABORATORY CORP AMER HLDGS | $599,000 | -14.2% | 2,272 | +2.3% | 0.13% | -12.5% |
| T | Buy | AT&T INC | $594,000 | -0.3% | 25,128 | +3.6% | 0.12% | +1.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $587,000 | -9.1% | 2,116 | +0.1% | 0.12% | -8.2% |
| FSK | Buy | FS KKR CAP CORP | $583,000 | +12.1% | 25,552 | +2.9% | 0.12% | +13.0% |
| IBTX | Sell | INDEPENDENT BANK GROUP INC | $569,000 | -66.4% | 7,993 | -65.9% | 0.12% | -66.0% |
| AMGN | Buy | AMGEN INC | $528,000 | +7.8% | 2,184 | +0.3% | 0.11% | +9.9% |
| BCSF | Buy | BAIN CAP SPECIALTY FIN INC | $529,000 | +4.8% | 33,927 | +2.2% | 0.11% | +6.7% |
| TXN | Sell | TEXAS INSTRS INC | $498,000 | -6.2% | 2,716 | -3.5% | 0.10% | -4.5% |
| NVS | Sell | NOVARTIS AGsponsored adr | $494,000 | -3.1% | 5,632 | -3.4% | 0.10% | -1.0% |
| DIS | Sell | DISNEY WALT CO | $488,000 | -16.3% | 3,557 | -5.5% | 0.10% | -15.7% |
| ITOT | ISHARES TRcore s&p ttl stk | $464,000 | -5.7% | 4,600 | 0.0% | 0.10% | -4.9% | |
| BKNG | BOOKING HOLDINGS INC | $456,000 | -1.9% | 194 | 0.0% | 0.10% | 0.0% | |
| BAC | Buy | BK OF AMERICA CORP | $449,000 | -1.8% | 10,891 | +6.0% | 0.09% | 0.0% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $447,000 | -3.9% | 3,844 | +0.3% | 0.09% | -2.1% |
| MCD | Sell | MCDONALDS CORP | $445,000 | -17.0% | 1,801 | -9.9% | 0.09% | -16.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $445,000 | +6.7% | 3,987 | +0.3% | 0.09% | +8.1% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $438,000 | -66.1% | 11,624 | -64.7% | 0.09% | -65.5% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $426,000 | -0.7% | 8,415 | +0.1% | 0.09% | 0.0% |
| MO | Sell | ALTRIA GROUP INC | $422,000 | +8.2% | 8,085 | -1.7% | 0.09% | +9.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $419,000 | 0.0% | 8,232 | +2.1% | 0.09% | +1.1% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $394,000 | +23.5% | 15,275 | +5.2% | 0.08% | +25.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $393,000 | -8.8% | 8,560 | +7.7% | 0.08% | -7.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $380,000 | +8.0% | 661 | +6.8% | 0.08% | +9.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $373,000 | -10.3% | 1,299 | +0.2% | 0.08% | -9.3% |
| DVY | ISHARES TRselect divid etf | $347,000 | +4.5% | 2,710 | 0.0% | 0.07% | +5.8% | |
| AOM | ISHARES TRmodert alloc etf | $341,000 | -5.5% | 7,935 | 0.0% | 0.07% | -4.0% | |
| WFC | Buy | WELLS FARGO CO NEW | $339,000 | +15.3% | 6,991 | +14.0% | 0.07% | +16.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $340,000 | +18.1% | 7,262 | +27.1% | 0.07% | +18.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $334,000 | -4.8% | 3,560 | -3.5% | 0.07% | -4.1% |
| GLD | Buy | SPDR GOLD TR | $318,000 | +27.7% | 1,758 | +20.6% | 0.07% | +31.4% |
| TGT | Sell | TARGET CORP | $317,000 | -66.3% | 1,492 | -63.3% | 0.07% | -65.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $318,000 | -12.9% | 4,317 | -7.0% | 0.07% | -10.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $305,000 | -1.6% | 4,543 | +0.5% | 0.06% | 0.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $300,000 | 0.0% | 30,275 | +1.6% | 0.06% | +1.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $299,000 | +6.4% | 6,103 | +0.8% | 0.06% | +8.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $281,000 | -5.7% | 1,347 | 0.0% | 0.06% | -4.8% | |
| GBDC | Buy | GOLUB CAP BDC INC | $275,000 | 0.0% | 18,106 | +1.6% | 0.06% | +1.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $277,000 | +24.2% | 14,632 | +4.3% | 0.06% | +26.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $273,000 | +18.2% | 3,734 | +0.7% | 0.06% | +18.8% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $266,000 | -6.0% | 5,325 | 0.0% | 0.06% | -5.1% | |
| EIX | Buy | EDISON INTL | $262,000 | +4.4% | 3,744 | +1.7% | 0.06% | +5.8% |
| MDT | Buy | MEDTRONIC PLC | $264,000 | +22.2% | 2,376 | +14.1% | 0.06% | +22.2% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $261,000 | +4.4% | 13,293 | +2.0% | 0.06% | +5.8% |
| KRG | Buy | KITE RLTY GROUP TR | $259,000 | +5.3% | 11,371 | +0.9% | 0.05% | +5.9% |
| TFC | Buy | TRUIST FINL CORP | $250,000 | -3.1% | 4,416 | +0.2% | 0.05% | -1.9% |
| BA | Buy | BOEING CO | $243,000 | -5.1% | 1,271 | +0.1% | 0.05% | -3.8% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $241,000 | +17.0% | 1,557 | +0.3% | 0.05% | +18.6% |
| XHR | XENIA HOTELS & RESORTS INC | $244,000 | +6.6% | 12,628 | 0.0% | 0.05% | +8.5% | |
| ABT | Sell | ABBOTT LABS | $236,000 | -33.7% | 1,997 | -21.0% | 0.05% | -32.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $234,000 | -35.7% | 2,027 | +5.1% | 0.05% | -34.7% |
| IJK | ISHARES TRs&p mc 400gr etf | $228,000 | -9.5% | 2,950 | 0.0% | 0.05% | -7.7% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $229,000 | +1.8% | 912 | +18.8% | 0.05% | +2.1% |
| PSX | New | PHILLIPS 66 | $226,000 | – | 2,617 | +100.0% | 0.05% | – |
| BE | New | BLOOM ENERGY CORP | $220,000 | – | 9,100 | +100.0% | 0.05% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $214,000 | -7.4% | 4,731 | +0.0% | 0.04% | -6.2% |
| Buy | PROSHARES TRbitcoin strate | $209,000 | -0.9% | 7,320 | +0.2% | 0.04% | 0.0% | |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $209,000 | -1.4% | 1,041 | +0.3% | 0.04% | 0.0% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $212,000 | -1.9% | 4,605 | +2.8% | 0.04% | -2.2% |
| FE | New | FIRSTENERGY CORP | $212,000 | – | 4,632 | +100.0% | 0.04% | – |
| VBTX | Buy | VERITEX HLDGS INC | $211,000 | -3.7% | 5,538 | +0.5% | 0.04% | -2.2% |
| CWK | CUSHMAN WAKEFIELD PLC | $212,000 | -7.8% | 10,325 | 0.0% | 0.04% | -8.3% | |
| MRK | New | MERCK & CO INC | $203,000 | – | 2,480 | +100.0% | 0.04% | – |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $205,000 | -12.8% | 4,637 | +0.3% | 0.04% | -12.2% |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $148,000 | – | 10,014 | +100.0% | 0.03% | – |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $123,000 | +16.0% | 10,609 | +1.2% | 0.03% | +18.2% |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $122,000 | -6.9% | 11,992 | +2.1% | 0.03% | -3.7% |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $103,000 | -5.5% | 42,582 | 0.0% | 0.02% | -4.3% | |
| COMS | COMSOVEREIGN HLDG CORP | $55,000 | +10.0% | 66,067 | 0.0% | 0.01% | +20.0% | |
| BCLI | BRAINSTORM CELL THERAPEUTICS | $40,000 | -16.7% | 12,000 | 0.0% | 0.01% | -20.0% | |
| AME | Exit | AMETEK INC | $0 | – | -1,387 | -100.0% | -0.04% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -1,846 | -100.0% | -0.04% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,153 | -100.0% | -0.05% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -4,810 | -100.0% | -0.05% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,722 | -100.0% | -0.06% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,327 | -100.0% | -0.08% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -13,996 | -100.0% | -0.14% | – |
| ICLR | Exit | ICON PLC | $0 | – | -2,555 | -100.0% | -0.16% | – |
| LENB | Exit | LENNAR CORPcl b | $0 | – | -8,363 | -100.0% | -0.16% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -7,175 | -100.0% | -0.17% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -1,493 | -100.0% | -0.18% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -14,752 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.