$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TRcore s&p us vlu | $1,137,909 | +4.5% | 15,423 | 0.0% | 0.26% | +11.6% | |
| MPLX | MPLX LP | $654,550 | +4.9% | 19,000 | 0.0% | 0.15% | +12.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $416,530 | +6.8% | 4,600 | 0.0% | 0.10% | +14.5% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $291,113 | +7.5% | 6,152 | 0.0% | 0.07% | +13.8% | |
| REM | ISHARES TRmortge rel etf | $281,539 | -3.7% | 12,891 | 0.0% | 0.06% | +3.2% | |
| DVY | ISHARES TRselect divid etf | $269,514 | -2.8% | 2,300 | 0.0% | 0.06% | +3.4% | |
| IJK | ISHARES TRs&p mc 400gr etf | $210,955 | +4.7% | 2,950 | 0.0% | 0.05% | +11.6% | |
| ET | ENERGY TRANSFER L P | $175,827 | +5.1% | 14,100 | 0.0% | 0.04% | +11.1% | |
| NUSCALE PWR CORP | $93,082 | -11.4% | 10,240 | 0.0% | 0.02% | -4.5% |
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.