$376 Million is the total value of CFO4Life Group, LLC's 154 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 22.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $51,702,000 | -10.0% | 320,058 | +0.4% | 13.76% | -3.4% |
| VOO | Buy | VANGUARD INDEX FDS | $45,790,000 | -3.2% | 139,476 | +3.6% | 12.19% | +3.8% |
| DAR | Buy | DARLING INGREDIENTS INC | $31,458,000 | +15.4% | 475,562 | +2.4% | 8.37% | +23.7% |
| AAPL | Sell | APPLE INC | $19,124,000 | -6.1% | 138,379 | -0.0% | 5.09% | +0.7% |
| VLUE | Buy | ISHARES TRmsci usa value | $19,017,000 | -5.0% | 232,308 | +6.0% | 5.06% | +1.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,804,000 | -4.6% | 515,308 | +5.3% | 5.00% | +2.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $18,095,000 | -4.2% | 174,088 | +4.8% | 4.82% | +2.8% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $16,167,000 | -0.1% | 123,249 | +3.3% | 4.30% | +7.2% |
| MSFT | Buy | MICROSOFT CORP | $9,233,000 | -6.6% | 39,644 | +1.9% | 2.46% | +0.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $7,763,000 | -6.5% | 89,033 | -0.1% | 2.07% | +0.3% |
| HD | Buy | HOME DEPOT INC | $6,913,000 | -5.3% | 25,053 | +0.6% | 1.84% | +1.5% |
| AMZN | Buy | AMAZON COM INC | $6,482,000 | +9.6% | 57,367 | +10.3% | 1.72% | +17.5% |
| V | Sell | VISA INC | $5,020,000 | -16.9% | 28,259 | -3.0% | 1.34% | -10.9% |
| WM | Sell | WASTE MGMT INC DEL | $4,894,000 | +6.9% | 30,545 | -0.5% | 1.30% | +14.6% |
| IUSB | Buy | ISHARES TRcore total usd | $3,973,000 | +3.2% | 89,273 | +8.7% | 1.06% | +10.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,972,000 | +0.4% | 79,187 | +0.2% | 1.06% | +7.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,946,000 | -11.1% | 13,879 | +3.5% | 1.05% | -4.6% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,341,000 | -0.9% | 47,048 | +6.0% | 0.89% | +6.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,306,000 | -6.0% | 18,421 | +0.2% | 0.88% | +0.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,060,000 | -1.0% | 70,281 | +5.7% | 0.81% | +6.1% |
| AYX | Sell | ALTERYX INC | $2,931,000 | +13.0% | 52,482 | -4.6% | 0.78% | +21.1% |
| CSX | Buy | CSX CORP | $2,845,000 | -7.3% | 106,797 | +0.3% | 0.76% | -0.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,775,000 | -45.7% | 28,865 | -37.9% | 0.74% | -41.8% |
| WMT | Sell | WALMART INC | $2,748,000 | -3.3% | 21,187 | -4.0% | 0.73% | +3.5% |
| LII | Buy | LENNOX INTL INC | $2,544,000 | +5.1% | 11,426 | +0.2% | 0.68% | +12.6% |
| PEP | Buy | PEPSICO INC | $2,514,000 | -2.3% | 15,398 | +0.7% | 0.67% | +4.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,488,000 | -13.5% | 19,710 | -1.8% | 0.66% | -7.3% |
| IXUS | Buy | ISHARES TRcore msci total | $2,483,000 | -2.4% | 48,757 | +7.3% | 0.66% | +4.6% |
| XOM | Sell | EXXON MOBIL CORP | $2,221,000 | -0.7% | 25,439 | -2.1% | 0.59% | +6.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,192,000 | -28.7% | 22,920 | -18.7% | 0.58% | -23.6% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,161,000 | -3.0% | 87,294 | +7.6% | 0.58% | +4.0% |
| PB | PROSPERITY BANCSHARES INC | $2,078,000 | -1.8% | 31,163 | 0.0% | 0.55% | +5.3% | |
| JNJ | Sell | JOHNSON & JOHNSON | $1,981,000 | -11.2% | 12,127 | -5.4% | 0.53% | -4.9% |
| BLK | Buy | BLACKROCK INC | $1,957,000 | -7.7% | 3,556 | +0.2% | 0.52% | -1.0% |
| Buy | BLACKSTONE SECD LENDING FD | $1,905,000 | -2.1% | 83,783 | +0.1% | 0.51% | +5.0% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,842,000 | -0.9% | 3,647 | +1.9% | 0.49% | +6.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,734,000 | -10.9% | 26,232 | -5.4% | 0.46% | -4.3% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $1,660,000 | -19.6% | 72,257 | -13.9% | 0.44% | -13.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,616,000 | +3.1% | 22,652 | +8.9% | 0.43% | +10.5% |
| COP | Buy | CONOCOPHILLIPS | $1,217,000 | +22.4% | 11,890 | +1.8% | 0.32% | +31.2% |
| CSCO | Sell | CISCO SYS INC | $1,218,000 | -8.5% | 30,462 | -2.5% | 0.32% | -1.8% |
| PFE | Sell | PFIZER INC | $1,201,000 | -18.7% | 27,453 | -5.7% | 0.32% | -12.8% |
| CVX | Sell | CHEVRON CORP NEW | $1,077,000 | -2.9% | 7,500 | -5.6% | 0.29% | +4.4% |
| HOMB | New | HOME BANCSHARES INC | $1,033,000 | – | 45,906 | +100.0% | 0.28% | – |
| IUSV | ISHARES TRcore s&p us vlu | $966,000 | -6.3% | 15,423 | 0.0% | 0.26% | +0.4% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $935,000 | +38.7% | 2,616 | +48.3% | 0.25% | +49.1% |
| EOG | Buy | EOG RES INC | $912,000 | +14.1% | 8,161 | +1.7% | 0.24% | +22.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $903,000 | +18.2% | 1,780 | +21.3% | 0.24% | +26.3% |
| GILD | Sell | GILEAD SCIENCES INC | $894,000 | -0.8% | 14,499 | -1.9% | 0.24% | +6.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $891,000 | -1.4% | 3,338 | +2.0% | 0.24% | +5.8% |
| DHR | Buy | DANAHER CORPORATION | $834,000 | +6.0% | 3,229 | +1.4% | 0.22% | +13.8% |
| KO | Sell | COCA COLA CO | $817,000 | -9.9% | 14,589 | -0.8% | 0.22% | -3.6% |
| TSLA | Buy | TESLA INC | $792,000 | +66.4% | 2,985 | +352.3% | 0.21% | +78.8% |
| ENB | Buy | ENBRIDGE INC | $773,000 | -0.4% | 20,846 | +14.1% | 0.21% | +6.7% |
| DVN | Buy | DEVON ENERGY CORP NEW | $765,000 | +22.8% | 12,722 | +11.5% | 0.20% | +31.6% |
| FSK | Buy | FS KKR CAP CORP | $766,000 | +38.5% | 45,182 | +67.5% | 0.20% | +48.9% |
| ON | Buy | ON SEMICONDUCTOR CORP | $763,000 | +14.1% | 12,242 | +0.5% | 0.20% | +22.3% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $760,000 | -0.9% | 23,739 | +4.5% | 0.20% | +6.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $760,000 | +278.1% | 10,225 | +287.0% | 0.20% | +304.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $732,000 | +40.8% | 30,801 | +47.9% | 0.20% | +51.2% |
| FB | Sell | META PLATFORMS INCcl a | $729,000 | -47.1% | 5,370 | -34.9% | 0.19% | -43.3% |
| NFG | Sell | NATIONAL FUEL GAS CO | $693,000 | -5.2% | 11,256 | -0.7% | 0.18% | +1.7% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $683,000 | -19.2% | 51,715 | +0.2% | 0.18% | -13.3% |
| CB | Buy | CHUBB LIMITED | $685,000 | +1.0% | 3,769 | +0.7% | 0.18% | +8.3% |
| UNP | Sell | UNION PAC CORP | $635,000 | -9.0% | 3,260 | -1.8% | 0.17% | -2.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $632,000 | -5.8% | 2,366 | +2.1% | 0.17% | +0.6% |
| CVS | New | CVS HEALTH CORP | $622,000 | – | 6,521 | +100.0% | 0.17% | – |
| AMAT | Buy | APPLIED MATLS INC | $620,000 | -10.8% | 7,561 | +1.4% | 0.16% | -4.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $615,000 | -10.2% | 5,882 | -4.0% | 0.16% | -3.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $612,000 | 0.0% | 9,338 | +5.0% | 0.16% | +7.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $610,000 | +2.3% | 1,343 | +8.3% | 0.16% | +9.5% |
| WRB | Buy | BERKLEY W R CORP | $608,000 | +27.7% | 9,411 | +23.1% | 0.16% | +37.3% |
| SNV | Buy | SYNOVUS FINL CORP | $599,000 | +2.2% | 15,979 | +0.1% | 0.16% | +9.7% |
| QCOM | Sell | QUALCOMM INC | $594,000 | -20.9% | 5,255 | -0.8% | 0.16% | -15.1% |
| LRCX | Sell | LAM RESEARCH CORP | $587,000 | -14.6% | 1,603 | -1.3% | 0.16% | -8.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $571,000 | -1.6% | 1,479 | -1.3% | 0.15% | +5.6% |
| MPLX | New | MPLX LP | $570,000 | – | 19,000 | +100.0% | 0.15% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $567,000 | -0.7% | 7,186 | +7.3% | 0.15% | +6.3% |
| WLK | Buy | WESTLAKE CORPORATION | $556,000 | +9.0% | 6,398 | +15.7% | 0.15% | +16.5% |
| ABBV | Sell | ABBVIE INC | $528,000 | -25.2% | 3,932 | -16.7% | 0.14% | -19.4% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $513,000 | +65.0% | 10,791 | +70.2% | 0.14% | +77.9% |
| C | Sell | CITIGROUP INC | $510,000 | -22.1% | 12,234 | -6.5% | 0.14% | -16.6% |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $499,000 | -8.1% | 30,325 | +0.8% | 0.13% | -1.5% |
| T | Buy | AT&T INC | $500,000 | -2.5% | 32,617 | +30.5% | 0.13% | +4.7% |
| IBTX | Buy | INDEPENDENT BANK GROUP INC | $496,000 | -9.3% | 8,078 | +0.5% | 0.13% | -2.9% |
| AMGN | Sell | AMGEN INC | $490,000 | -9.9% | 2,174 | -2.5% | 0.13% | -3.7% |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $484,000 | -18.5% | 28,946 | +0.2% | 0.13% | -12.2% |
| MCD | Buy | MCDONALDS CORP | $480,000 | -1.4% | 2,081 | +7.9% | 0.13% | +5.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $447,000 | -5.9% | 2,126 | +0.3% | 0.12% | +0.8% |
| INTC | Sell | INTEL CORP | $429,000 | -35.2% | 16,642 | -2.7% | 0.11% | -30.5% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $425,000 | -0.5% | 8,451 | +0.2% | 0.11% | +6.6% |
| CFG | New | CITIZENS FINL GROUP INC | $426,000 | – | 12,390 | +100.0% | 0.11% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $422,000 | -6.8% | 5,556 | +1.5% | 0.11% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $397,000 | +0.5% | 11,178 | +0.6% | 0.11% | +8.2% |
| TXN | Sell | TEXAS INSTRS INC | $380,000 | -6.6% | 2,453 | -3.8% | 0.10% | 0.0% |
| BCSF | Sell | BAIN CAP SPECIALTY FIN INC | $370,000 | -24.0% | 30,823 | -11.1% | 0.10% | -19.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $366,000 | -6.2% | 4,600 | 0.0% | 0.10% | 0.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $361,000 | -13.0% | 3,881 | -1.4% | 0.10% | -6.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $358,000 | +43.2% | 759 | +56.8% | 0.10% | +53.2% |
| SACH | New | SACHEM CAP CORP | $347,000 | – | 104,200 | +100.0% | 0.09% | – |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $334,000 | -7.5% | 4,053 | +4.1% | 0.09% | -1.1% |
| BKNG | BOOKING HOLDINGS INC | $332,000 | -5.4% | 202 | 0.0% | 0.09% | +1.1% | |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $332,000 | -17.8% | 9,914 | -13.9% | 0.09% | -12.0% |
| NVDA | Buy | NVIDIA CORPORATION | $326,000 | +0.3% | 2,685 | +33.0% | 0.09% | +7.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $313,000 | -9.3% | 8,606 | +0.3% | 0.08% | -3.5% |
| MO | Sell | ALTRIA GROUP INC | $311,000 | -6.9% | 7,697 | -2.6% | 0.08% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $304,000 | -9.8% | 3,657 | -2.9% | 0.08% | -3.6% |
| DIS | Sell | DISNEY WALT CO | $291,000 | -12.6% | 3,084 | -11.4% | 0.08% | -7.2% |
| AOM | ISHARES TRmodert alloc etf | $291,000 | -5.5% | 7,935 | 0.0% | 0.08% | +1.3% | |
| DVY | ISHARES TRselect divid etf | $291,000 | -7.9% | 2,710 | 0.0% | 0.08% | -1.3% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $279,000 | -7.9% | 1,303 | -1.4% | 0.07% | -1.3% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $266,000 | -4.3% | 4,591 | +0.5% | 0.07% | +2.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $263,000 | -6.1% | 6,199 | +0.1% | 0.07% | +1.4% |
| FDX | Sell | FEDEX CORP | $254,000 | -73.2% | 1,709 | -60.6% | 0.07% | -71.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $251,000 | -8.4% | 3,531 | -4.9% | 0.07% | -1.5% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $248,000 | +39.3% | 17,164 | +57.4% | 0.07% | +50.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $249,000 | -38.1% | 6,549 | -18.2% | 0.07% | -34.0% |
| ARCC | New | ARES CAPITAL CORP | $245,000 | – | 14,489 | +100.0% | 0.06% | – |
| TGT | Sell | TARGET CORP | $235,000 | -2.9% | 1,584 | -2.1% | 0.06% | +5.0% |
| INTU | New | INTUIT | $232,000 | – | 598 | +100.0% | 0.06% | – |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $228,000 | -20.6% | 1,790 | -16.6% | 0.06% | -14.1% |
| PSX | Buy | PHILLIPS 66 | $220,000 | 0.0% | 2,726 | +2.4% | 0.06% | +7.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $220,000 | -8.3% | 13,247 | -6.5% | 0.06% | -1.7% |
| GLD | Sell | SPDR GOLD TR | $221,000 | -4.7% | 1,428 | -2.1% | 0.06% | +1.7% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $223,000 | +74.2% | 21,480 | +109.6% | 0.06% | +84.4% |
| GBDC | Buy | GOLUB CAP BDC INC | $217,000 | -7.7% | 17,542 | +2.2% | 0.06% | 0.0% |
| CTAS | New | CINTAS CORP | $219,000 | – | 564 | +100.0% | 0.06% | – |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $217,000 | -8.4% | 26,733 | +1.6% | 0.06% | -1.7% |
| EIX | Buy | EDISON INTL | $214,000 | -6.6% | 3,786 | +0.7% | 0.06% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $214,000 | -6.1% | 7,087 | +0.1% | 0.06% | 0.0% |
| WFC | Sell | WELLS FARGO CO NEW | $211,000 | -10.2% | 5,247 | -7.9% | 0.06% | -3.4% |
| PDI | New | PIMCO DYNAMIC INCOME FD | $211,000 | – | 10,900 | +100.0% | 0.06% | – |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $212,000 | -6.2% | 5,325 | 0.0% | 0.06% | 0.0% | |
| GIS | Sell | GENERAL MLS INC | $204,000 | +0.5% | 2,668 | -2.9% | 0.05% | +8.0% |
| KRG | Buy | KITE RLTY GROUP TR | $200,000 | -3.4% | 11,622 | +0.1% | 0.05% | +3.9% |
| FEN | New | FIRST TR ENERGY INCOME & GRO | $198,000 | – | 13,300 | +100.0% | 0.05% | – |
| XHR | Buy | XENIA HOTELS & RESORTS INC | $174,000 | -9.8% | 12,633 | +0.0% | 0.05% | -4.2% |
| ET | New | ENERGY TRANSFER L P | $156,000 | – | 14,100 | +100.0% | 0.04% | – |
| META | New | LISTED FD TRroundhill ball | $126,000 | – | 17,000 | +100.0% | 0.03% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $124,000 | – | 17,001 | +100.0% | 0.03% | – |
| SLRC | New | SLR INVESTMENT CORP | $123,000 | – | 10,000 | +100.0% | 0.03% | – |
| NUSCALE PWR CORP | $120,000 | +14.3% | 10,240 | 0.0% | 0.03% | +23.1% | ||
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $119,000 | +4.4% | 10,915 | +1.4% | 0.03% | +14.3% |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $118,000 | – | 10,000 | +100.0% | 0.03% | – |
| CWK | Buy | CUSHMAN WAKEFIELD PLC | $118,000 | -24.8% | 10,310 | +0.0% | 0.03% | -20.5% |
| ECC | New | EAGLE POINT CREDIT COMPANY I | $110,000 | – | 10,000 | +100.0% | 0.03% | – |
| OXSQ | New | OXFORD SQUARE CAP CORP | $90,000 | – | 30,000 | +100.0% | 0.02% | – |
| SFL | New | SFL CORPORATION LTD | $91,000 | – | 10,000 | +100.0% | 0.02% | – |
| PSEC | New | PROSPECT CAP CORP | $87,000 | – | 14,000 | +100.0% | 0.02% | – |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $82,000 | – | 13,000 | +100.0% | 0.02% | – |
| ARI | New | APOLLO COML REAL EST FIN INC | $83,000 | – | 10,000 | +100.0% | 0.02% | – |
| ETW | Sell | EATON VANCE TAX-MANAGED GLOB | $83,000 | -21.0% | 10,919 | -11.2% | 0.02% | -15.4% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $75,000 | -10.7% | 41,714 | +0.8% | 0.02% | -4.8% |
| COMS | COMSOVEREIGN HLDG CORP | $5,000 | -37.5% | 66,067 | 0.0% | 0.00% | -50.0% | |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,297 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,065 | -100.0% | -0.06% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,347 | -100.0% | -0.06% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -965 | -100.0% | -0.06% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,147 | -100.0% | -0.07% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -2,150 | -100.0% | -0.08% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -6,317 | -100.0% | -0.10% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -6,829 | -100.0% | -0.13% | – |
| HPQ | Exit | HP INC | $0 | – | -18,416 | -100.0% | -0.14% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -3,303 | -100.0% | -0.16% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -67,539 | -100.0% | -1.60% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -144,698 | -100.0% | -1.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.