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Size ($ in 1000's)
At 12/31/2023: $523,713
At 09/30/2023: $433,187
CFO4Life Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CFO4Life Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the CFO4Life Group LLC top holdings by largest position size, as per the latest 13f filing made by CFO4Life Group LLC.
In the CFO4Life Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by CFO4Life Group LLC in that top holding, then the share count change between reporting periods, and finally the CFO4Life Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| UNITED PARCEL SERVICE INC |
316,870 |
-568 |
$49,821 | | UPS | 316,870 | -568 | $49,821 | | VANGUARD INDEX FDS (VOO) |
85,322 |
+1,086 |
$37,269 | | VOO | 85,322 | +1,086 | $37,269 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
532,834 |
+9,859 |
$29,295 | | JEPI | 532,834 | +9,859 | $29,295 | | APPLE INC |
134,966 |
-1,266 |
$25,985 | | AAPL | 134,966 | -1,266 | $25,985 | | ISHARES TR (QUAL) |
172,550 |
+2,901 |
$25,389 | | QUAL | 172,550 | +2,901 | $25,389 | | ISHARES TR (VLUE) |
248,449 |
+9,377 |
$25,133 | | VLUE | 248,449 | +9,377 | $25,133 | | ISHARES TR (MTUM) |
122,575 |
+310 |
$19,231 | | MTUM | 122,575 | +310 | $19,231 | | DARLING INGREDIENTS INC |
364,120 |
-11,999 |
$18,148 | | DAR | 364,120 | -11,999 | $18,148 | | ISHARES TR (IEI) |
150,036 |
+150,036 |
$17,574 | | IEI | 150,036 | +150,036 | $17,574 | | MICROSOFT CORP |
40,373 |
-82 |
$15,182 | | MSFT | 40,373 | -82 | $15,182 | | VANGUARD INTL EQUITY INDEX F (VWO) |
347,325 |
-230,477 |
$14,275 | | VWO | 347,325 | -230,477 | $14,275 | | ISHARES INC (IEMG) |
214,285 |
+209,739 |
$10,839 | | IEMG | 214,285 | +209,739 | $10,839 | | ISHARES TR (IJR) |
89,537 |
+969 |
$9,692 | | IJR | 89,537 | +969 | $9,692 | | J P MORGAN EXCHANGE TRADED F (JMST) |
184,539 |
+184,539 |
$9,363 | | JMST | 184,539 | +184,539 | $9,363 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
209,810 |
-7,828 |
$9,359 | | FIXD | 209,810 | -7,828 | $9,359 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
178,282 |
+178,282 |
$9,085 | | JMUB | 178,282 | +178,282 | $9,085 | | AMAZON COM INC |
56,023 |
+157 |
$8,512 | | AMZN | 56,023 | +157 | $8,512 | | HOME DEPOT INC |
23,385 |
-359 |
$8,104 | | HD | 23,385 | -359 | $8,104 | | VISA INC |
30,193 |
-444 |
$7,861 | | V | 30,193 | -444 | $7,861 | | FIDELITY MERRIMACK STR TR |
145,507 |
+145,507 |
$6,699 | | FBND | 145,507 | +145,507 | $6,699 | | VANGUARD INDEX FDS (VTI) |
26,452 |
-143 |
$6,275 | | VTI | 26,452 | -143 | $6,275 | | ISHARES TR (IUSB) |
130,810 |
+24,845 |
$6,026 | | IUSB | 130,810 | +24,845 | $6,026 | | PIMCO ETF TR (BOND) |
62,835 |
+62,835 |
$5,809 | | BOND | 62,835 | +62,835 | $5,809 | | MASTERCARD INCORPORATED |
13,238 |
-46 |
$5,646 | | MA | 13,238 | -46 | $5,646 | | WASTE MGMT INC DEL |
29,277 |
-165 |
$5,243 | | WM | 29,277 | -165 | $5,243 | | GOLDMAN SACHS ETF TR (GSLC) |
54,184 |
+315 |
$5,083 | | GSLC | 54,184 | +315 | $5,083 | | ISHARES TR (IXUS) |
66,943 |
+4,232 |
$4,347 | | IXUS | 66,943 | +4,232 | $4,347 | | ALPHABET INC |
28,193 |
-197 |
$3,973 | | GOOG | 28,193 | -197 | $3,973 | | ALPHABET INC |
27,398 |
+425 |
$3,827 | | GOOGL | 27,398 | +425 | $3,827 | | GOLDMAN SACHS ETF TR (GSIE) |
113,405 |
+7,935 |
$3,704 | | GSIE | 113,405 | +7,935 | $3,704 | | J P MORGAN EXCHANGE TRADED F (JPST) |
69,131 |
-13,943 |
$3,472 | | JPST | 69,131 | -13,943 | $3,472 | | CSX CORP |
97,965 |
+52 |
$3,396 | | CSX | 97,965 | +52 | $3,396 | | WALMART INC |
19,910 |
-483 |
$3,139 | | WMT | 19,910 | -483 | $3,139 | | BLACKSTONE SECD LENDING FD |
104,999 |
-525 |
$2,902 | | BXSL | 104,999 | -525 | $2,902 | | PROCTER AND GAMBLE CO |
18,623 |
-471 |
$2,729 | | PG | 18,623 | -471 | $2,729 | | BLACKROCK INC |
3,284 |
-58 |
$2,666 | | BLK | 3,284 | -58 | $2,666 | | META PLATFORMS INC |
7,254 |
+1,859 |
$2,568 | | META | 7,254 | +1,859 | $2,568 | | PEPSICO INC |
14,874 |
-529 |
$2,526 | | PEP | 14,874 | -529 | $2,526 | | VANGUARD BD INDEX FDS (BND) |
33,159 |
+5,453 |
$2,439 | | BND | 33,159 | +5,453 | $2,439 | | EXXON MOBIL CORP |
23,690 |
-1,175 |
$2,369 | | XOM | 23,690 | -1,175 | $2,369 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
91,279 |
+30,076 |
$2,258 | | UCON | 91,279 | +30,076 | $2,258 | | PROSPERITY BANCSHARES INC (PB) |
30,139 |
+44 |
$2,041 | | PB | 30,139 | +44 | $2,041 | | UNITEDHEALTH GROUP INC |
3,815 |
-29 |
$2,009 | | UNH | 3,815 | -29 | $2,009 | | ALTERYX INC |
38,554 |
+3,643 |
$1,818 | | AYX | 38,554 | +3,643 | $1,818 | | INDEXIQ ACTIVE ETF TR (MMIN) |
71,135 |
-510 |
$1,747 | | MMIN | 71,135 | -510 | $1,747 | | ISHARES TR (IWM) |
8,442 |
+8,442 |
$1,694 | | IWM | 8,442 | +8,442 | $1,694 | | JOHNSON & JOHNSON |
10,054 |
-1,439 |
$1,576 | | JNJ | 10,054 | -1,439 | $1,576 | | JPMORGAN CHASE & CO |
9,119 |
+41 |
$1,551 | | JPM | 9,119 | +41 | $1,551 | | LENNOX INTL INC |
3,399 |
-157 |
$1,521 | | LII | 3,399 | -157 | $1,521 | | CISCO SYS INC |
29,827 |
-10,420 |
$1,507 | | CSCO | 29,827 | -10,420 | $1,507 |
See Full List: All Stocks Held By CFO4Life Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CFO4Life Group LLC
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