$433 Million is the total value of CFO4Life Group, LLC's 171 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFFD | New | GLOBAL X FDSus pfd etf | $697,761 | – | 37,095 | +100.0% | 0.16% | – |
| CRM | New | SALESFORCE INC | $698,577 | – | 3,445 | +100.0% | 0.16% | – |
| OKE | New | ONEOK INC NEW | $239,195 | – | 3,771 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $213,051 | – | 780 | +100.0% | 0.05% | – |
| NVO | New | NOVO-NORDISK A Sadr | $214,318 | – | 2,357 | +100.0% | 0.05% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $202,440 | – | 1,074 | +100.0% | 0.05% | – |
| PDI | New | PIMCO DYNAMIC INCOME FD | $181,855 | – | 10,524 | +100.0% | 0.04% | – |
| PFLT | New | PENNANTPARK FLOATING RATE CA | $111,544 | – | 10,464 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.