CFO4Life
Latest statistics and disclosures from CFO4Life's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, VOO, DAR, UCON, AAPL, and represent 36.25% of CFO4Life's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$42M), UCON (+$26M), DAR (+$16M), AAPL (+$16M), QUAL (+$15M), IEMG (+$11M), VTI (+$11M), MTUM (+$11M), MSFT (+$9.7M), FIXD (+$9.1M).
- Started 137 new stock positions in WM, TXN, XLRE, SBUX, COST, FIXD, VXF, BOND, T, VEA.
- Reduced shares in these 10 stocks: DBEF (-$9.9M), DGRO (-$6.7M), USMV (-$5.0M), , , Legacytexas Financial, LII, LRCX, SPY, ACWV.
- Sold out of its positions in Alerian Mlp Etf, ALK, BABA, AFB, AEP, ADM, BP, BIIB, CBS Corporation, CDW.
- CFO4Life was a net buyer of stock by $307M.
- CFO4Life has $471M in assets under management (AUM), dropping by 288.81%.
- Central Index Key (CIK): 0001632248
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Portfolio Holdings for CFO4Life
CFO4Life holds 176 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 11.8 | $56M | +5% | 319k | 173.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.9 | $42M | NEW | 119k | 351.34 |
|
| Darling International (DAR) | 6.2 | $29M | +122% | 466k | 62.59 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 5.5 | $26M | NEW | 1.1M | 24.11 |
|
| Apple (AAPL) | 3.8 | $18M | +627% | 139k | 129.93 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $16M | +1003% | 143k | 113.96 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.3 | $16M | +212% | 107k | 145.93 |
|
| Ishares Tr Msci Usa Value (VLUE) | 2.7 | $13M | +82% | 140k | 91.14 |
|
| Ishares Core Msci Emkt (IEMG) | 2.4 | $11M | NEW | 245k | 46.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $11M | NEW | 57k | 191.19 |
|
| Microsoft Corporation (MSFT) | 2.1 | $9.7M | NEW | 40k | 239.82 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.9 | $9.1M | NEW | 207k | 43.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $8.7M | NEW | 223k | 38.98 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.8 | $8.7M | NEW | 198k | 43.85 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $8.1M | +4013% | 86k | 94.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $8.0M | NEW | 46k | 174.36 |
|
| Home Depot (HD) | 1.6 | $7.7M | NEW | 24k | 315.87 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $6.3M | NEW | 76k | 83.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.3 | $6.1M | NEW | 29k | 210.52 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.3 | $6.0M | NEW | 131k | 45.88 |
|
| Visa Com Cl A (V) | 1.3 | $5.9M | NEW | 29k | 207.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $5.2M | NEW | 54k | 96.99 |
|
| Amazon (AMZN) | 1.0 | $4.8M | NEW | 57k | 84.00 |
|
| Waste Management (WM) | 1.0 | $4.8M | NEW | 30k | 156.88 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $4.7M | NEW | 14k | 347.72 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $4.0M | NEW | 80k | 50.13 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $3.7M | NEW | 41k | 90.48 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.7 | $3.4M | NEW | 76k | 44.40 |
|
| CSX Corporation (CSX) | 0.7 | $3.2M | NEW | 103k | 30.98 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $3.1M | NEW | 40k | 76.13 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.0M | +539% | 20k | 151.56 |
|
| Wal-Mart Stores (WMT) | 0.6 | $3.0M | NEW | 21k | 141.79 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.8M | +704% | 25k | 110.30 |
|
| Lennox International (LII) | 0.6 | $2.7M | -51% | 11k | 239.23 |
|
| Pepsi (PEP) | 0.6 | $2.7M | NEW | 15k | 180.66 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $2.7M | NEW | 47k | 57.88 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $2.7M | NEW | 59k | 44.93 |
|
| Alteryx Com Cl A | 0.6 | $2.7M | NEW | 53k | 50.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | NEW | 29k | 88.73 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $2.5M | NEW | 113k | 22.35 |
|
| BlackRock (BLK) | 0.5 | $2.5M | NEW | 3.5k | 708.70 |
|
| Prosperity Bancshares (PB) | 0.5 | $2.2M | NEW | 30k | 72.68 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $2.2M | NEW | 75k | 28.78 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.1M | +231% | 12k | 176.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.1M | +3538% | 24k | 88.23 |
|
| Ishares Tr Msci Intl Sml Cp (ISCF) | 0.4 | $2.1M | NEW | 70k | 30.00 |
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.4 | $2.0M | NEW | 48k | 42.82 |
|
| UnitedHealth (UNH) | 0.4 | $1.9M | NEW | 3.7k | 530.19 |
|
| Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 0.4 | $1.7M | NEW | 73k | 23.75 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.6M | -75% | 23k | 72.10 |
|
| Pfizer (PFE) | 0.3 | $1.5M | NEW | 29k | 51.24 |
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | NEW | 31k | 47.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.4M | NEW | 20k | 71.84 |
|
| Chevron Corporation (CVX) | 0.3 | $1.4M | +210% | 7.9k | 179.49 |
|
| ConocoPhillips (COP) | 0.3 | $1.3M | NEW | 11k | 118.00 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $1.2M | NEW | 27k | 45.02 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | NEW | 3.8k | 308.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | +46% | 8.5k | 134.10 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.1M | NEW | 15k | 70.63 |
|
| EOG Resources (EOG) | 0.2 | $1.1M | NEW | 8.3k | 129.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.0M | -52% | 2.7k | 382.42 |
|
| Phillips 66 (PSX) | 0.2 | $983k | NEW | 9.4k | 104.08 |
|
| Coca-Cola Company (KO) | 0.2 | $976k | NEW | 15k | 63.61 |
|
| Gilead Sciences (GILD) | 0.2 | $968k | 11k | 85.85 |
|
|
| Danaher Corporation (DHR) | 0.2 | $897k | NEW | 3.4k | 265.40 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $864k | NEW | 1.6k | 550.86 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $860k | NEW | 24k | 35.86 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.2 | $856k | NEW | 61k | 14.15 |
|
| Chubb (CB) | 0.2 | $809k | NEW | 3.7k | 220.59 |
|
| Devon Energy Corporation (DVN) | 0.2 | $798k | NEW | 13k | 61.51 |
|
| Merck & Co (MRK) | 0.2 | $792k | NEW | 7.1k | 110.95 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $770k | NEW | 10k | 75.19 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $755k | NEW | 18k | 41.97 |
|
| ON Semiconductor (ON) | 0.2 | $748k | NEW | 12k | 62.37 |
|
| Applied Materials (AMAT) | 0.2 | $745k | -52% | 7.7k | 97.38 |
|
| Abbvie (ABBV) | 0.2 | $713k | NEW | 4.4k | 161.60 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $713k | NEW | 1.5k | 486.45 |
|
| Enterprise Products Partners (EPD) | 0.2 | $706k | +81% | 29k | 24.12 |
|
| Enbridge (ENB) | 0.1 | $703k | NEW | 18k | 39.10 |
|
| Union Pacific Corporation (UNP) | 0.1 | $699k | +26% | 3.4k | 207.05 |
|
| Anthem (ELV) | 0.1 | $687k | NEW | 1.3k | 513.00 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $686k | NEW | 8.0k | 86.19 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $685k | NEW | 9.4k | 72.57 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $679k | -48% | 52k | 13.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $668k | NEW | 2.5k | 266.27 |
|
| Westlake Chemical Corporation (WLK) | 0.1 | $665k | NEW | 6.5k | 102.55 |
|
| American Express Company (AXP) | 0.1 | $654k | NEW | 4.4k | 147.76 |
|
| Home BancShares (HOMB) | 0.1 | $645k | NEW | 28k | 22.79 |
|
| Lam Research Corporation (LRCX) | 0.1 | $640k | -74% | 1.5k | 420.41 |
|
| Meta Platforms Cl A (META) | 0.1 | $636k | NEW | 5.3k | 120.34 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $634k | NEW | 9.0k | 70.50 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $631k | +87% | 6.8k | 93.18 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $624k | NEW | 19k | 32.84 |
|
| Amgen (AMGN) | 0.1 | $620k | -55% | 2.4k | 262.69 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $584k | NEW | 11k | 51.72 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $583k | NEW | 6.4k | 90.73 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $568k | NEW | 1.2k | 469.07 |
|
| W.W. Grainger (GWW) | 0.1 | $557k | NEW | 1.0k | 556.25 |
|
| Citizens Financial (CFG) | 0.1 | $555k | +90% | 14k | 39.37 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $543k | NEW | 1.9k | 288.78 |
|
| BlackRock Enhanced Capital and Income (CII) | 0.1 | $529k | -29% | 31k | 17.12 |
|
| McDonald's Corporation (MCD) | 0.1 | $496k | NEW | 1.9k | 263.54 |
|
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $494k | +95% | 9.8k | 50.21 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $492k | NEW | 4.7k | 104.25 |
|
| Independence Realty Trust In (IRT) | 0.1 | $490k | NEW | 29k | 16.86 |
|
| Independent Bank (IBTX) | 0.1 | $488k | NEW | 8.1k | 60.08 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $473k | NEW | 27k | 17.50 |
|
| Carrier Global Corporation (CARR) | 0.1 | $472k | NEW | 11k | 41.25 |
|
| Citigroup Com New (C) | 0.1 | $458k | NEW | 10k | 45.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $456k | NEW | 2.1k | 214.27 |
|
| At&t (T) | 0.1 | $439k | NEW | 24k | 18.41 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $435k | NEW | 2.6k | 165.22 |
|
| Philip Morris International (PM) | 0.1 | $426k | +34% | 4.2k | 101.22 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $419k | NEW | 33k | 12.77 |
|
| Intel Corporation (INTC) | 0.1 | $408k | NEW | 15k | 26.43 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $402k | -4% | 3.9k | 102.99 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $394k | +33% | 4.2k | 94.39 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $392k | NEW | 11k | 36.93 |
|
| Altria (MO) | 0.1 | $391k | +101% | 8.6k | 45.71 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $390k | NEW | 4.6k | 84.80 |
|
| Booking Holdings (BKNG) | 0.1 | $385k | NEW | 191.00 | 2015.28 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $377k | NEW | 32k | 11.90 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $355k | NEW | 2.4k | 146.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $345k | NEW | 9.1k | 37.90 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $326k | -96% | 10k | 32.23 |
|
| Target Corporation (TGT) | 0.1 | $324k | NEW | 2.2k | 149.05 |
|
| FedEx Corporation (FDX) | 0.1 | $316k | -34% | 1.8k | 173.23 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $315k | NEW | 8.3k | 38.01 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $302k | NEW | 6.0k | 50.53 |
|
| Tesla Motors (TSLA) | 0.1 | $295k | NEW | 2.4k | 123.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $295k | NEW | 4.6k | 63.91 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $293k | NEW | 13k | 22.69 |
|
| Bank of America Corporation (BAC) | 0.1 | $292k | NEW | 8.8k | 33.12 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $291k | NEW | 1.4k | 213.07 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $287k | NEW | 629.00 | 456.38 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $280k | NEW | 6.2k | 45.15 |
|
| Edison International (EIX) | 0.1 | $279k | NEW | 4.4k | 63.62 |
|
| Air Products & Chemicals (APD) | 0.1 | $279k | NEW | 904.00 | 308.26 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $277k | NEW | 2.3k | 120.60 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $276k | NEW | 3.8k | 71.95 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $271k | NEW | 6.2k | 44.00 |
|
| Walt Disney Company (DIS) | 0.1 | $268k | +6% | 3.1k | 86.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $266k | NEW | 1.6k | 169.64 |
|
| Medtronic SHS (MDT) | 0.1 | $265k | NEW | 3.4k | 77.72 |
|
| Verizon Communications (VZ) | 0.1 | $257k | +8% | 6.5k | 39.40 |
|
| Boeing Company (BA) | 0.1 | $254k | NEW | 1.3k | 190.49 |
|
| Starbucks Corporation (SBUX) | 0.1 | $249k | NEW | 2.5k | 99.21 |
|
| Kite Rlty Group Tr Com New (KRG) | 0.1 | $248k | NEW | 12k | 21.05 |
|
| Academy Sports & Outdoor (ASO) | 0.1 | $245k | NEW | 4.7k | 52.54 |
|
| Kinder Morgan (KMI) | 0.1 | $242k | NEW | 13k | 18.08 |
|
| Caterpillar (CAT) | 0.1 | $237k | NEW | 988.00 | 239.61 |
|
| Golub Capital BDC (GBDC) | 0.1 | $236k | NEW | 18k | 13.16 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $234k | NEW | 26k | 9.01 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $230k | NEW | 1.7k | 132.89 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $226k | -16% | 6.5k | 34.97 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $224k | NEW | 5.7k | 39.37 |
|
| Wells Fargo & Company (WFC) | 0.0 | $221k | -67% | 5.4k | 41.29 |
|
| American Airls (AAL) | 0.0 | $220k | NEW | 17k | 12.72 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $216k | NEW | 5.0k | 43.03 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $210k | NEW | 2.1k | 100.94 |
|
| Genuine Parts Company (GPC) | 0.0 | $205k | NEW | 1.2k | 173.44 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $202k | NEW | 1.3k | 151.90 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $202k | NEW | 3.0k | 68.30 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $190k | NEW | 22k | 8.56 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $167k | NEW | 14k | 11.87 |
|
| Xenia Hotels & Resorts (XHR) | 0.0 | $167k | -73% | 13k | 13.18 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $157k | NEW | 12k | 13.72 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $138k | NEW | 11k | 12.44 |
|
| Cushman Wakefield SHS (CWK) | 0.0 | $129k | NEW | 10k | 12.46 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $124k | NEW | 11k | 11.55 |
|
| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $122k | NEW | 17k | 7.18 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $114k | NEW | 12k | 9.40 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $105k | NEW | 10k | 10.26 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $86k | -82% | 11k | 7.76 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $79k | NEW | 36k | 2.20 |
|
| Comsovereign Hldg Corp Com New | 0.0 | $4.7k | NEW | 66k | 0.07 |
|
Past Filings by CFO4Life
SEC 13F filings are viewable for CFO4Life going back to 2014
- CFO4Life 2022 Q4 filed Jan. 11, 2023
- CFO4Life 2016 Q4 filed Jan. 30, 2017
- CFO4Life 2016 Q3 filed Oct. 27, 2016
- CFO4Life 2016 Q2 filed Aug. 8, 2016
- CFO4Life 2016 Q1 filed May 13, 2016
- CFO4Life 2015 Q4 filed Feb. 4, 2016
- CFO4Life 2015 Q3 filed Nov. 5, 2015
- CFO4Life 2015 Q2 filed Aug. 6, 2015
- CFO4Life 2015 Q1 filed May 5, 2015
- CFO4Life 2014 Q4 filed Feb. 13, 2015