$440 Million is the total value of CFO4Life Group, LLC's 165 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $25,822,418 | – | 472,938 | +100.0% | 5.87% | – |
| URI | New | UNITED RENTALS INC | $701,423 | – | 1,772 | +100.0% | 0.16% | – |
| BWA | New | BORGWARNER INC | $687,022 | – | 13,989 | +100.0% | 0.16% | – |
| FISV | New | FISERV INC | $614,435 | – | 5,436 | +100.0% | 0.14% | – |
| TXT | New | TEXTRON INC | $602,686 | – | 8,533 | +100.0% | 0.14% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $236,974 | – | 576 | +100.0% | 0.05% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $140,973 | – | 11,305 | +100.0% | 0.03% | – |
| AGNC | New | AGNC INVT CORP | $119,004 | – | 11,806 | +100.0% | 0.03% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $118,360 | – | 14,399 | +100.0% | 0.03% | – |
| ACRE | New | ARES COML REAL ESTATE CORP | $90,900 | – | 10,000 | +100.0% | 0.02% | – |
| OXLC | New | OXFORD LANE CAP CORP | $83,821 | – | 16,027 | +100.0% | 0.02% | – |
| SACH | New | SACHEM CAP CORP | $63,240 | – | 17,000 | +100.0% | 0.01% | – |
| UVXY | New | PROSHARES TR IIultra vix short | $3,650 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
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.