CFO4Life Group, LLC
CIK 1706351 · Holdings on Sep 30, 2024 · First reported Nov 12, 2024
Top ten holdings
Q3 2024- VOO8.18%
- UPS7.72%
- JEPI5.84%
- QUAL5.52%
- AAPL5.27%
- VLUE5.04%
- MTUM4.38%
- IEI3.43%
- MSFT3.07%
- WMT2.60%
Share classes counted separately51.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WMTWeight increased · +1.87 pp0.73% → 2.60%Shares +124.48K (+215.81%)
- DARWeight decreased · -0.90 pp2.50% → 1.60%Shares -117.78K (-32.55%)
- UPSWeight decreased · -0.54 pp8.26% → 7.72%Shares -1.17K (-0.36%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $46.22M | 8.18% | 87.58K shares | 8.25% → 8.18%-0.07 pp -164 (-0.19%) | Reduced | ↗▾ |
| 02 | UPSUNITED PARCEL SERVICE-CL BCL B View history and evidence | $43.64M | 7.72% | 320.05K shares | 8.26% → 7.72%-0.54 pp -1.17K (-0.36%) | Reduced | ↗▾ |
| 03 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $32.99M | 5.84% | 554.28K shares | 6.12% → 5.84%-0.28 pp -19.93K (-3.47%) | Reduced | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $31.16M | 5.52% | 173.79K shares | 5.66% → 5.52%-0.14 pp -2.37K (-1.35%) | Reduced | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $29.80M | 5.27% | 127.89K shares | 5.22% → 5.27%+0.05 pp -3.82K (-2.90%) | Reduced | ↗▾ |
| 06 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $28.49M | 5.04% | 261.31K shares | 5.10% → 5.04%-0.06 pp -960 (-0.37%) | Reduced | ↗▾ |
| 07 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $24.77M | 4.38% | 122.17K shares | 4.52% → 4.38%-0.14 pp -1.23K (-0.99%) | Reduced | ↗▾ |
| 08 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $19.35M | 3.43% | 161.82K shares | 3.45% → 3.43%-0.02 pp +2.70K (+1.69%) | Added | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $17.34M | 3.07% | 40.31K shares | 3.38% → 3.07%-0.31 pp +71 (+0.18%) | Added | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $14.71M | 2.60% | 182.16K shares | 0.73% → 2.60%+1.87 pp +124.48K (+215.81%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LRCX LAM RESEARCH CORP | Non-derivative | -1,074 | -$1.14M | SEC filing ↗ | SEC filing ↗ |
| VRTX VERTEX PHARMACEUTICALS INC | Non-derivative | -1,786 | -$837.13K | SEC filing ↗ | SEC filing ↗ |
| SNX TD SYNNEX CORP | Non-derivative | -5,923 | -$683.51K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1706351 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 564987373
}Research all 220 reported holdings.
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