$403 Million is the total value of CFO4Life Group, LLC's 145 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $57,425,000 | -15.4% | 318,885 | +0.7% | 14.25% | +0.0% |
| VOO | Buy | VANGUARD INDEX FDS | $47,286,000 | -12.4% | 134,688 | +3.6% | 11.74% | +3.6% |
| DAR | Sell | DARLING INGREDIENTS INC | $27,265,000 | -36.6% | 464,249 | -13.2% | 6.77% | -25.0% |
| AAPL | Sell | APPLE INC | $20,358,000 | -16.3% | 138,425 | -0.6% | 5.05% | -1.0% |
| VLUE | Buy | ISHARES TRmsci usa value | $20,026,000 | -12.0% | 219,079 | +0.6% | 4.97% | +4.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $19,716,000 | -10.5% | 489,223 | +2.5% | 4.89% | +5.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $18,879,000 | -14.1% | 166,131 | +1.8% | 4.69% | +1.6% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $16,179,000 | -18.3% | 119,307 | +1.4% | 4.02% | -3.3% |
| MSFT | Sell | MICROSOFT CORP | $9,890,000 | -21.2% | 38,899 | -4.4% | 2.46% | -6.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,300,000 | -13.6% | 89,123 | +0.1% | 2.06% | +2.2% |
| HD | Sell | HOME DEPOT INC | $7,299,000 | -5.0% | 24,907 | -3.0% | 1.81% | +12.4% |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $6,768,000 | – | 144,698 | +100.0% | 1.68% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $6,431,000 | – | 67,539 | +100.0% | 1.60% | – |
| V | Sell | VISA INC | $6,039,000 | -9.2% | 29,143 | -2.8% | 1.50% | +7.5% |
| AMZN | Buy | AMAZON COM INC | $5,914,000 | -26.3% | 51,990 | +2010.8% | 1.47% | -12.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $5,111,000 | +30.8% | 46,497 | +3223.6% | 1.27% | +54.8% |
| WM | Sell | WASTE MGMT INC DEL | $4,580,000 | -7.7% | 30,685 | -2.0% | 1.14% | +9.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $4,438,000 | -14.1% | 13,409 | -7.3% | 1.10% | +1.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,956,000 | -1.9% | 79,019 | -1.4% | 0.98% | +16.1% |
| IUSB | Buy | ISHARES TRcore total usd | $3,850,000 | +0.4% | 82,161 | +6.4% | 0.96% | +18.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,516,000 | -12.4% | 18,390 | +4.3% | 0.87% | +3.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,372,000 | -8.4% | 44,382 | +7.3% | 0.84% | +8.3% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,090,000 | -2.5% | 66,518 | +4.1% | 0.77% | +15.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,075,000 | -5.0% | 28,204 | +2323.0% | 0.76% | +12.4% |
| CSX | Sell | CSX CORP | $3,069,000 | -23.8% | 106,468 | -0.9% | 0.76% | -9.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,875,000 | -9.0% | 20,062 | -3.0% | 0.71% | +7.7% |
| WMT | Sell | WALMART INC | $2,843,000 | -14.6% | 22,074 | -1.3% | 0.71% | +1.0% |
| AYX | Buy | ALTERYX INC | $2,593,000 | -31.6% | 55,030 | +3.9% | 0.64% | -19.0% |
| PEP | Sell | PEPSICO INC | $2,572,000 | -8.0% | 15,285 | -8.5% | 0.64% | +8.7% |
| IXUS | Buy | ISHARES TRcore msci total | $2,545,000 | -7.8% | 45,446 | +9.7% | 0.63% | +9.2% |
| LII | Buy | LENNOX INTL INC | $2,421,000 | -13.2% | 11,408 | +5.5% | 0.60% | +2.7% |
| XOM | Sell | EXXON MOBIL CORP | $2,237,000 | +1.3% | 25,987 | -2.9% | 0.56% | +19.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,232,000 | +0.5% | 12,813 | +2.3% | 0.55% | +18.9% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,228,000 | -7.7% | 81,136 | +10.0% | 0.55% | +9.1% |
| BLK | Sell | BLACKROCK INC | $2,121,000 | -24.4% | 3,549 | -3.3% | 0.53% | -10.7% |
| PB | Buy | PROSPERITY BANCSHARES INC | $2,117,000 | -1.8% | 31,163 | +0.3% | 0.52% | +16.2% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $2,064,000 | -4.4% | 83,903 | -0.5% | 0.51% | +13.0% |
| Buy | BLACKSTONE SECD LENDING FD | $1,945,000 | +221.0% | 83,668 | +285.0% | 0.48% | +280.3% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,947,000 | -11.3% | 27,740 | -1.9% | 0.48% | +4.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,859,000 | -1.1% | 3,579 | -2.9% | 0.46% | +17.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,568,000 | +0.3% | 20,806 | +5.8% | 0.39% | +18.6% |
| PFE | Sell | PFIZER INC | $1,478,000 | -10.7% | 29,123 | -8.9% | 0.37% | +5.8% |
| FB | Buy | META PLATFORMS INCcl a | $1,379,000 | -22.2% | 8,244 | +3.4% | 0.34% | -8.1% |
| CSCO | Sell | CISCO SYS INC | $1,331,000 | -25.5% | 31,248 | -2.5% | 0.33% | -12.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,109,000 | -13.5% | 7,945 | +0.9% | 0.28% | +2.2% |
| IUSV | ISHARES TRcore s&p us vlu | $1,031,000 | -11.9% | 15,423 | 0.0% | 0.26% | +4.1% | |
| COP | Sell | CONOCOPHILLIPS | $994,000 | -18.6% | 11,681 | -4.3% | 0.25% | -3.5% |
| FDX | Buy | FEDEX CORP | $946,000 | -2.8% | 4,339 | +3.2% | 0.24% | +15.2% |
| KO | Sell | COCA COLA CO | $907,000 | -7.2% | 14,710 | -6.7% | 0.22% | +9.8% |
| GILD | Buy | GILEAD SCIENCES INC | $901,000 | +4.6% | 14,787 | +2.1% | 0.22% | +23.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $904,000 | -30.7% | 3,274 | -11.5% | 0.22% | -18.2% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $845,000 | -1.3% | 51,608 | +1.9% | 0.21% | +16.7% |
| EOG | Sell | EOG RES INC | $799,000 | -18.5% | 8,028 | -2.3% | 0.20% | -3.9% |
| DHR | Sell | DANAHER CORPORATION | $787,000 | -16.6% | 3,184 | -1.1% | 0.20% | -1.5% |
| ENB | Buy | ENBRIDGE INC | $776,000 | -6.8% | 18,277 | +1.1% | 0.19% | +10.3% |
| DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $767,000 | -13.7% | 22,706 | -4.3% | 0.19% | +1.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $764,000 | -16.0% | 1,468 | -4.6% | 0.19% | -0.5% |
| QCOM | Buy | QUALCOMM INC | $751,000 | -4.7% | 5,297 | +2.8% | 0.19% | +12.7% |
| NFG | Sell | NATIONAL FUEL GAS CO | $731,000 | -7.8% | 11,340 | -1.7% | 0.18% | +9.0% |
| ABBV | Buy | ABBVIE INC | $706,000 | -4.5% | 4,720 | +3.5% | 0.18% | +12.9% |
| UNP | Sell | UNION PAC CORP | $698,000 | -31.0% | 3,319 | -10.3% | 0.17% | -18.4% |
| AMAT | Buy | APPLIED MATLS INC | $695,000 | -24.4% | 7,459 | +7.0% | 0.17% | -10.9% |
| LRCX | Buy | LAM RESEARCH CORP | $687,000 | -17.1% | 1,624 | +5.2% | 0.17% | -1.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $685,000 | -17.6% | 6,127 | +0.5% | 0.17% | -2.3% |
| CB | Sell | CHUBB LIMITED | $678,000 | -19.0% | 3,741 | -4.4% | 0.17% | -4.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $674,000 | -15.3% | 1,764 | +0.1% | 0.17% | 0.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $671,000 | -6.0% | 2,318 | +17.6% | 0.17% | +11.3% |
| ON | Buy | ON SEMICONDUCTOR CORP | $669,000 | -9.1% | 12,176 | +3.6% | 0.17% | +7.8% |
| INTC | Sell | INTEL CORP | $662,000 | -27.3% | 17,103 | -6.8% | 0.16% | -14.1% |
| C | Sell | CITIGROUP INC | $655,000 | -9.8% | 13,091 | -3.7% | 0.16% | +7.2% |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $648,000 | -30.9% | 3,303 | +3.3% | 0.16% | -18.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $623,000 | -15.0% | 11,413 | -7.9% | 0.16% | +0.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $612,000 | -13.9% | 8,896 | -6.8% | 0.15% | +2.0% |
| ANTM | New | ELEVANCE HEALTH INC | $596,000 | – | 1,240 | +100.0% | 0.15% | – |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $594,000 | -17.6% | 28,883 | +5.9% | 0.15% | -2.6% |
| SNV | Buy | SYNOVUS FINL CORP | $586,000 | -20.7% | 15,956 | +5.8% | 0.14% | -6.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $580,000 | -9.7% | 1,498 | +3.0% | 0.14% | +6.7% |
| HPQ | Sell | HP INC | $580,000 | -13.4% | 18,416 | -0.2% | 0.14% | +2.1% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $571,000 | -8.1% | 6,696 | +9.3% | 0.14% | +9.2% |
| FSK | Buy | FS KKR CAP CORP | $553,000 | -5.1% | 26,982 | +5.6% | 0.14% | +12.3% |
| IBTX | Buy | INDEPENDENT BANK GROUP INC | $547,000 | -3.9% | 8,037 | +0.6% | 0.14% | +14.3% |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $543,000 | -12.1% | 30,076 | +1.6% | 0.14% | +3.8% |
| AMGN | Buy | AMGEN INC | $544,000 | +3.0% | 2,230 | +2.1% | 0.14% | +21.6% |
| HSIC | New | HENRY SCHEIN INC | $523,000 | – | 6,829 | +100.0% | 0.13% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $520,000 | +32.0% | 20,824 | +36.3% | 0.13% | +55.4% |
| WLK | New | WESTLAKE CORPORATION | $510,000 | – | 5,528 | +100.0% | 0.13% | – |
| T | Sell | AT&T INC | $513,000 | -13.6% | 24,992 | -0.5% | 0.13% | +1.6% |
| BCSF | Buy | BAIN CAP SPECIALTY FIN INC | $487,000 | -7.9% | 34,666 | +2.2% | 0.12% | +9.0% |
| MCD | Buy | MCDONALDS CORP | $487,000 | +9.4% | 1,929 | +7.1% | 0.12% | +30.1% |
| WRB | New | BERKLEY W R CORP | $476,000 | – | 7,648 | +100.0% | 0.12% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $475,000 | -19.1% | 2,120 | +0.2% | 0.12% | -4.1% |
| TSLA | Buy | TESLA INC | $476,000 | -23.5% | 660 | +14.4% | 0.12% | -9.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $453,000 | -8.3% | 5,473 | -2.8% | 0.11% | +7.7% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $427,000 | +0.2% | 8,433 | +0.2% | 0.11% | +19.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $415,000 | -6.7% | 3,937 | -1.3% | 0.10% | +10.8% |
| TXN | Sell | TEXAS INSTRS INC | $407,000 | -18.3% | 2,551 | -6.1% | 0.10% | -3.8% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $404,000 | -7.8% | 11,510 | -1.0% | 0.10% | +8.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $402,000 | -4.1% | 8,003 | -2.8% | 0.10% | +13.6% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $395,000 | +0.5% | 11,110 | +29.8% | 0.10% | +19.5% |
| ITOT | ISHARES TRcore s&p ttl stk | $390,000 | -15.9% | 4,600 | 0.0% | 0.10% | 0.0% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $389,000 | +22.3% | 6,317 | +46.3% | 0.10% | +44.8% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $361,000 | -19.2% | 3,894 | +1.3% | 0.09% | -4.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $351,000 | -23.0% | 202 | +4.1% | 0.09% | -9.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $345,000 | -47.5% | 8,576 | -37.3% | 0.09% | -37.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $337,000 | +0.9% | 3,765 | +5.8% | 0.08% | +20.0% |
| DIS | Sell | DISNEY WALT CO | $333,000 | -31.8% | 3,481 | -2.1% | 0.08% | -18.6% |
| MO | Sell | ALTRIA GROUP INC | $334,000 | -20.9% | 7,905 | -2.2% | 0.08% | -6.7% |
| NVDA | Sell | NVIDIA CORPORATION | $325,000 | -51.7% | 2,019 | -18.1% | 0.08% | -42.6% |
| DVY | ISHARES TRselect divid etf | $316,000 | -8.9% | 2,710 | 0.0% | 0.08% | +6.8% | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $310,000 | – | 2,150 | +100.0% | 0.08% | – |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $311,000 | +4.0% | 6,342 | +3.9% | 0.08% | +22.2% |
| AOM | ISHARES TRmodert alloc etf | $308,000 | -9.7% | 7,935 | 0.0% | 0.08% | +5.6% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $303,000 | -18.8% | 1,321 | +1.7% | 0.08% | -3.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $290,000 | -14.7% | 7,147 | -1.6% | 0.07% | +1.4% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $287,000 | -98.0% | 2,147 | -97.6% | 0.07% | -97.7% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $280,000 | – | 6,193 | +100.0% | 0.07% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $278,000 | -8.9% | 4,566 | +0.5% | 0.07% | +7.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $274,000 | +0.4% | 3,712 | -0.6% | 0.07% | +19.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $250,000 | -34.2% | 484 | -26.8% | 0.06% | -22.5% |
| TGT | Buy | TARGET CORP | $242,000 | -23.7% | 1,618 | +8.4% | 0.06% | -10.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $240,000 | -13.4% | 14,167 | -3.2% | 0.06% | +3.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $241,000 | +5.2% | 965 | +5.8% | 0.06% | +25.0% |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $237,000 | -21.0% | 26,321 | -13.1% | 0.06% | -6.3% |
| WFC | Sell | WELLS FARGO CO NEW | $235,000 | -30.7% | 5,697 | -18.5% | 0.06% | -18.3% |
| GLD | Sell | SPDR GOLD TR | $232,000 | -27.0% | 1,458 | -17.1% | 0.06% | -13.4% |
| GBDC | Sell | GOLUB CAP BDC INC | $235,000 | -14.5% | 17,167 | -5.2% | 0.06% | 0.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $235,000 | -16.4% | 1,347 | 0.0% | 0.06% | -1.7% | |
| BAC | Sell | BK OF AMERICA CORP | $228,000 | -49.2% | 7,078 | -35.0% | 0.06% | -39.4% |
| EIX | Buy | EDISON INTL | $229,000 | -12.6% | 3,758 | +0.4% | 0.06% | +3.6% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $226,000 | -15.0% | 5,325 | 0.0% | 0.06% | 0.0% | |
| ABT | Buy | ABBOTT LABS | $221,000 | -6.4% | 2,065 | +3.4% | 0.06% | +10.0% |
| PSX | Buy | PHILLIPS 66 | $220,000 | -2.7% | 2,661 | +1.7% | 0.06% | +17.0% |
| MRK | Sell | MERCK & CO INC | $212,000 | +4.4% | 2,297 | -7.4% | 0.05% | +23.3% |
| KRG | Buy | KITE RLTY GROUP TR | $207,000 | -20.1% | 11,612 | +2.1% | 0.05% | -5.6% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $201,000 | – | 2,642 | +100.0% | 0.05% | – |
| GIS | New | GENERAL MLS INC | $203,000 | – | 2,749 | +100.0% | 0.05% | – |
| XHR | XENIA HOTELS & RESORTS INC | $193,000 | -20.9% | 12,628 | 0.0% | 0.05% | -5.9% | |
| GSBD | Sell | GOLDMAN SACHS BDC INC | $178,000 | -31.8% | 10,907 | -17.9% | 0.04% | -20.0% |
| CWK | Sell | CUSHMAN WAKEFIELD PLC | $157,000 | -25.9% | 10,305 | -0.2% | 0.04% | -11.4% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $128,000 | -13.5% | 10,248 | +2.3% | 0.03% | +3.2% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $114,000 | -7.3% | 10,764 | +1.5% | 0.03% | +7.7% |
| New | NUSCALE PWR CORP | $105,000 | – | 10,240 | +100.0% | 0.03% | – | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $105,000 | -13.9% | 12,291 | +2.5% | 0.03% | 0.0% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $84,000 | -18.4% | 41,370 | -2.8% | 0.02% | -4.5% |
| COMS | COMSOVEREIGN HLDG CORP | $8,000 | -85.5% | 66,067 | 0.0% | 0.00% | -83.3% | |
| BCLI | Exit | BRAINSTORM CELL THERAPEUTICS | $0 | – | -12,000 | -100.0% | -0.01% | – |
| FFIN | Exit | FIRST FINL BANKSHARES INC | $0 | – | -4,637 | -100.0% | -0.04% | – |
| SRC | Exit | SPIRIT RLTY CAP INC NEW | $0 | – | -4,605 | -100.0% | -0.04% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -4,632 | -100.0% | -0.04% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -7,320 | -100.0% | -0.04% | – | |
| VBTX | Exit | VERITEX HLDGS INC | $0 | – | -5,538 | -100.0% | -0.04% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -1,041 | -100.0% | -0.04% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -4,731 | -100.0% | -0.04% | – |
| BE | Exit | BLOOM ENERGY CORP | $0 | – | -9,100 | -100.0% | -0.05% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,950 | -100.0% | -0.05% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,027 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -1,271 | -100.0% | -0.05% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,557 | -100.0% | -0.05% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,416 | -100.0% | -0.05% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,376 | -100.0% | -0.06% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -2,272 | -100.0% | -0.13% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -12,150 | -100.0% | -0.13% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -7,479 | -100.0% | -0.13% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -12,890 | -100.0% | -0.13% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -6,850 | -100.0% | -0.13% | – |
| DOV | Exit | DOVER CORP | $0 | – | -4,123 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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.