13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001706351
Total reported value
$742.8M
$742.8M
205 檔
24.0%
According to the latest 13F quarterly dataset, CFO4Life Group, LLC managed an equity portfolio of $742.8M at the end of Q2 2024, spanning 205 distinct U.S. exchange-listed positions.
During Q2 2024, CFO4Life Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.26% | -0.16% | -0.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.25% | +0.17% | +0.53% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.12% | -0.15% | +1.00% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.66% | +0.07% | -0.90% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.06% | +0.05% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 5.10% | +0.33% | +0.41% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.52% | +0.57% | -0.66% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.45% | -0.15% | -0.92% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.31% | +1.56% | |
| 10 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 2.50% | -0.36% | -0.61% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.28% | -0.22% | +5.94% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.28% | -0.08% | +3.01% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.03% | -2.10% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.90% | +0.06% | -0.08% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.53% | -0.05% | -0.91% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.07% | -1.17% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | — | +0.10% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.02% | +0.00% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.21% | -0.01% | +5.77% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.16% | -0.04% | +3.88% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.12% | -0.14% | -1.66% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.08% | +0.20% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.12% | +0.94% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.93% | -0.07% | +5.31% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.16% | +0.76% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.79% | -0.09% | +5.61% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.21% | +0.72% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.11% | +906.45% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.10% | +0.52% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.03% | -88.45% | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.60% | +0.01% | +0.14% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | +1.62% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.04% | -11.66% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.19% | +8.47% | |
| 35 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.49% | -0.02% | -12.57% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.01% | +5.79% | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 0.48% | — | +0.06% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.06% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.11% | -5.59% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | -0.97% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.08% | -2.20% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.07% | +2.94% | |
| 43 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.35% | -0.12% | +0.16% | |
| 44 | LII | Lennox International Inc | Stock-Industrials | 0.34% | +0.02% | +0.09% | |
| 45 | ✓ | Invsc Qqq Tr | Stock-Other | 0.29% | — | — | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.02% | +2.93% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | -2.03% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.26% | -0.07% | -2.18% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.26% | -0.08% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.01% | +0.48% |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 205 disclosed positions in Q2 2024.
During Q2 2024, CFO4Life Group, LLC's top holdings by market value included UPS (8.3%)、VOO (8.3%)、JEPI (6.1%). The largest single position, UPS, represented 8.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UPS, VOO, JEPI) accounted for 24.0% of total reported equity market value during Q2 2024.
In Q2 2024, CFO4Life Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.