$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMTX | Exit | AEMETIS INC | $0 | – | -18,460 | -100.0% | -0.03% | – |
| PAGP | Exit | PLAINS GP HLDGS L Pltd partnr int a | $0 | – | -11,383 | -100.0% | -0.04% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -626 | -100.0% | -0.04% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -8,025 | -100.0% | -0.04% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -2,548 | -100.0% | -0.04% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,269 | -100.0% | -0.04% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,061 | -100.0% | -0.04% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -1,224 | -100.0% | -0.04% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,030 | -100.0% | -0.05% | – |
| FVAL | Exit | FIDELITY COVINGTON TRUSTvlu factor etf | $0 | – | -4,605 | -100.0% | -0.05% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,794 | -100.0% | -0.05% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -9,369 | -100.0% | -0.08% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,367 | -100.0% | -0.08% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -6,201 | -100.0% | -0.09% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -3,240 | -100.0% | -0.14% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,582 | -100.0% | -0.18% | – |
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.