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CIK: 0001706351
Total reported value
$742.8M
$742.8M
220 檔
24.7%
During the Q3 2024 filing period, CFO4Life Group, LLC (CIK: 0001706351) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $742.8M across 220 reported positions.
In Q3 2024, CFO4Life Group, LLC displayed an active expansion posture, initiating 25 new positions and adding to 97 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.18% | +0.17% | -0.19% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.72% | -0.16% | -0.36% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.84% | -0.15% | -3.47% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.52% | +0.07% | -1.35% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.27% | +0.06% | -2.90% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 5.04% | +0.33% | -0.37% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.38% | +0.57% | -0.99% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.43% | -0.15% | +1.69% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.31% | +0.18% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.60% | -0.21% | +215.81% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.09% | -0.22% | -4.40% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.02% | -0.08% | -5.94% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.98% | +0.06% | +0.78% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.03% | +5.85% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.07% | +0.06% | |
| 16 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.60% | -0.36% | -32.55% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.53% | -0.05% | +0.76% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | — | -1.61% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.02% | +0.07% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.25% | -0.01% | +5.11% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.17% | -0.04% | +1.48% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.08% | +0.10% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.03% | -0.14% | -0.44% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.96% | -0.07% | +2.42% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.12% | -0.19% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.82% | -0.09% | +2.07% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.16% | +0.06% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.10% | +0.57% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.11% | +9.39% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.03% | -0.25% | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.58% | +0.01% | -0.25% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | +0.13% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 0.54% | — | -1.78% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.19% | +1.40% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.01% | +1.27% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.48% | -0.04% | -9.09% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.06% | -0.72% | |
| 38 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.40% | — | — | |
| 39 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.39% | -0.12% | +0.07% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +1.19% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.11% | +0.03% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.07% | -0.59% | |
| 43 | LII | Lennox International Inc | Stock-Industrials | 0.37% | +0.02% | +0.09% | |
| 44 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.35% | -0.02% | -21.54% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.08% | +817.86% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.03% | +1.88% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.02% | -0.52% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | -0.11% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.01% | +3.21% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.11% | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.9% | +215.81% | Add |
| 2 | RDDT | Reddit Inc-cl A | +0.4% | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | New buy |
| 4 | HD | Home Depot Inc | +0.2% | +0.06% | Add |
| 5 | PGR | Progressive CORP | +0.1% | +251.85% | Add |
| 6 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 7 | UHS | Universal Health Services-b | +0.1% | NEW | New buy |
| 8 | LDOS | Leidos Holdings Inc | +0.1% | NEW | New buy |
| 9 | BAC | Bank Of America CORP | +0.1% | +102.14% | Add |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | NEW | New buy |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.78% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +77.26% | Add |
| 13 | APP | Applovin Corp-class A | +0.1% | -2.88% | Trim |
| 14 | MA | Mastercard Inc - A | +0.1% | +0.10% | Add |
| 15 | BLKCHF | Blackrock Inc | +0.1% | -1.78% | Trim |
| 16 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | NEW | New buy |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | -2.90% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.57% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 21 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 22 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +5.11% | Add |
| 25 | PB | Prosperity Bancshares Inc | 0% | +0.07% | Add |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | NEW | New buy |
| 27 | VB | Vanguard Small-cap ETF | 0% | NEW | New buy |
| 28 | O | Realty Income CORP | 0% | NEW | New buy |
| 29 | BMY | Bristol-myers Squibb Co | 0% | NEW | New buy |
| 30 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | 0% | NEW | New buy |
| 31 | DHI | Dr Horton Inc | 0% | NEW | New buy |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | NEW | New buy |
| 33 | ABT | Abbott Laboratories | 0% | NEW | New buy |
| 34 | GE | General Electric | 0% | NEW | New buy |
| 35 | CTAS | Cintas CORP | 0% | NEW | New buy |
| 36 | MSTR | Strategy Inc | 0% | NEW | New buy |
| 37 | OMC | Omnicom Group | 0% | NEW | New buy |
| 38 | IXUS | Ishares Core Intl Stock ETF | 0% | +2.42% | Add |
| 39 | GSIE | Goldman Sachs Activebeta Int | 0% | +2.07% | Add |
| 40 | TSLA | Tesla Inc | 0% | -1.51% | Trim |
| 41 | LII | Lennox International Inc | 0% | +0.09% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | +3.21% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | +39.35% | Add |
| 44 | LMT | Lockheed Martin CORP | 0% | +1.64% | Add |
| 45 | NFLX | Netflix Inc | 0% | +51.14% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.59% | Trim |
| 47 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +14.20% | Add |
| 48 | JNJ | Johnson & Johnson | 0% | +1.88% | Add |
| 49 | TMUS | T-mobile US Inc | 0% | +0.09% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +22.04% | Add |
According to official SEC Form 13F filings, CFO4Life Group, LLC reported a total U.S. public equity portfolio value of $742.8M across 220 disclosed positions in Q3 2024.
During Q3 2024, CFO4Life Group, LLC's top holdings by market value included VOO (8.2%)、UPS (7.7%)、JEPI (5.8%). The largest single position, VOO, represented 8.2% 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 VOO, UPS, JEPI) accounted for 24.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
RDDT
市值: $2.3M
Top Position Liquidated / Trimmed
INVSC QQQ TR
前期市值: $1.6M
In Q3 2024, CFO4Life Group, LLC made 187 total portfolio adjustments, initiating 25 new buys, adding to 97 positions, trimming 55 holdings, and fully liquidating 10 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.
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