$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 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.