$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COMS | Exit | COMSOVEREIGN HLDG CORP | $0 | – | -66,067 | -100.0% | -0.00% | – |
| META | Exit | LISTED FD TRroundhill ball | $0 | – | -17,000 | -100.0% | -0.03% | – |
| KYN | Exit | KAYNE ANDERSON ENERGY INFRST | $0 | – | -22,145 | -100.0% | -0.04% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -1,183 | -100.0% | -0.04% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,075 | -100.0% | -0.04% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -5,024 | -100.0% | -0.05% | – |
| XYLD | Exit | GLOBAL X FDSs&p 500 covered | $0 | – | -5,677 | -100.0% | -0.05% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,730 | -100.0% | -0.05% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -9,114 | -100.0% | -0.07% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -4,716 | -100.0% | -0.10% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -6,769 | -100.0% | -0.13% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -9,435 | -100.0% | -0.15% | – |
| BIZD | Exit | VANECK ETF TRUST | $0 | – | -60,470 | -100.0% | -0.18% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -3,379 | -100.0% | -0.19% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -27,183 | -100.0% | -0.26% | – |
| FDMO | Exit | FIDELITY COVINGTON TRUSTmomentum factr | $0 | – | -47,747 | -100.0% | -0.44% | – |
| ISCF | Exit | ISHARES TRmsci intl sml cp | $0 | – | -69,665 | -100.0% | -0.44% | – |
| FQAL | Exit | FIDELITY COVINGTON TRUSTqlty fctor etf | $0 | – | -76,347 | -100.0% | -0.72% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -40,966 | -100.0% | -0.79% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -130,771 | -100.0% | -1.28% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -29,128 | -100.0% | -1.30% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -75,557 | -100.0% | -1.34% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -46,001 | -100.0% | -1.70% | – |
| FVAL | Exit | FIDELITY COVINGTON TRUSTvlu factor etf | $0 | – | -197,611 | -100.0% | -1.84% | – |
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.