CFO4Life
Latest statistics and disclosures from CFO4Life Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, UPS, JEPI, QUAL, AAPL, and represent 32.53% of CFO4Life Group's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$10M), RDDT, AVGO, QQQ, SLB, UHS, PGR, LDOS, BAC, AMZN.
- Started 25 new stock positions in UHS, VB, FNDF, PLTR, VO, GPIQ, SLB, NWG, BMY, MSTR.
- Reduced shares in these 10 stocks: DAR, Invesco Qqq Trust etf, JEPI, LRCX, AAPL, , JMST, , PCAR, JMUB.
- Sold out of its positions in AmerisourceBergen Corp................, Raytheon Technologies, Invesco Qqq Trust etf, EEM, LRCX, NVO, PCAR, SNX, VRTX, HYIN.
- CFO4Life Group was a net buyer of stock by $11M.
- CFO4Life Group has $565M in assets under management (AUM), dropping by 6.22%.
- Central Index Key (CIK): 0001706351
Tip: Access up to 7 years of quarterly data
Positions held by CFO4Life consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for CFO4Life Group
CFO4Life Group holds 220 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $46M | 88k | 527.67 |
|
|
| United Parcel Service CL B (UPS) | 7.7 | $44M | 320k | 136.34 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.8 | $33M | -3% | 554k | 59.51 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.5 | $31M | 174k | 179.30 |
|
|
| Apple (AAPL) | 5.3 | $30M | -2% | 128k | 233.00 |
|
| Ishares Tr Msci Usa Value (VLUE) | 5.0 | $29M | 261k | 109.04 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.4 | $25M | 122k | 202.76 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.4 | $19M | 162k | 119.61 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $17M | 40k | 430.30 |
|
|
| Wal-Mart Stores (WMT) | 2.6 | $15M | +215% | 182k | 80.75 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.1 | $12M | -4% | 230k | 51.27 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.0 | $11M | -5% | 224k | 50.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $11M | 96k | 116.96 |
|
|
| Amazon (AMZN) | 1.9 | $11M | +5% | 58k | 186.33 |
|
| Home Depot (HD) | 1.7 | $9.4M | 23k | 405.20 |
|
|
| Darling International (DAR) | 1.6 | $9.1M | -32% | 244k | 37.16 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.5 | $8.6M | 191k | 45.24 |
|
|
| Visa Com Cl A (V) | 1.4 | $7.9M | 29k | 274.95 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $7.5M | 27k | 283.16 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 1.2 | $7.1M | +5% | 150k | 47.12 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.2 | $6.6M | 59k | 112.94 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $6.5M | 13k | 493.80 |
|
|
| Waste Management (WM) | 1.0 | $5.8M | 28k | 207.60 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 1.0 | $5.4M | +2% | 75k | 72.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.7M | 28k | 167.19 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.8 | $4.6M | +2% | 127k | 36.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.4M | 27k | 165.85 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $4.1M | 7.2k | 572.44 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $4.1M | +9% | 34k | 121.44 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $3.5M | 74k | 47.85 |
|
|
| CSX Corporation (CSX) | 0.6 | $3.3M | 95k | 34.53 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $3.2M | 19k | 173.20 |
|
|
| BlackRock (BLK) | 0.5 | $3.0M | 3.2k | 949.60 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.0M | 25k | 117.22 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.7M | 36k | 75.11 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $2.7M | -9% | 53k | 50.74 |
|
| Pepsi (PEP) | 0.4 | $2.4M | 14k | 170.05 |
|
|
| Reddit Cl A (RDDT) | 0.4 | $2.3M | NEW | 34k | 65.92 |
|
| Prosperity Bancshares (PB) | 0.4 | $2.2M | 30k | 72.07 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | 10k | 210.87 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.1M | 3.7k | 573.78 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | 4.5k | 460.26 |
|
|
| Lennox International (LII) | 0.4 | $2.1M | 3.4k | 604.26 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $2.0M | -21% | 67k | 29.29 |
|
| Broadcom (AVGO) | 0.3 | $1.9M | +817% | 11k | 172.49 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | 10k | 162.06 |
|
|
| Booking Holdings (BKNG) | 0.3 | $1.6M | 384.00 | 4212.09 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.6M | NEW | 3.3k | 488.12 |
|
| UnitedHealth (UNH) | 0.3 | $1.5M | +3% | 2.6k | 584.58 |
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | 28k | 53.22 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.5M | 15k | 95.49 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.5M | 28k | 52.81 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | +3% | 6.7k | 206.58 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.3M | -2% | 10k | 130.55 |
|
| ConocoPhillips (COP) | 0.2 | $1.3M | 12k | 105.28 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $1.2M | 26k | 46.74 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.2M | +102% | 31k | 39.68 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $1.2M | 13k | 94.61 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $1.2M | 5.9k | 206.37 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.2M | -2% | 13k | 91.31 |
|
| Coca-Cola Company (KO) | 0.2 | $1.2M | 16k | 71.86 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $1.1M | +14% | 28k | 41.19 |
|
| Applied Materials (AMAT) | 0.2 | $1.1M | -2% | 5.5k | 202.05 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | 4.1k | 261.61 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.1M | +14% | 21k | 50.60 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 1.7k | 584.47 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $1.0M | -4% | 8.5k | 118.54 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $995k | 20k | 51.12 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $991k | +4% | 17k | 57.41 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $985k | +77% | 1.7k | 576.93 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $953k | 4.3k | 220.89 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $943k | -13% | 1.5k | 631.70 |
|
| Progressive Corporation (PGR) | 0.2 | $940k | +251% | 3.7k | 253.76 |
|
| Enterprise Products Partners (EPD) | 0.2 | $918k | 32k | 29.11 |
|
|
| American Express Company (AXP) | 0.2 | $914k | -7% | 3.4k | 271.20 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $894k | +6% | 1.0k | 886.09 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $891k | +2% | 1.0k | 885.54 |
|
| Hartford Financial Services (HIG) | 0.2 | $869k | -5% | 7.4k | 117.61 |
|
| Chubb (CB) | 0.2 | $868k | -2% | 3.0k | 288.37 |
|
| Nextera Energy (NEE) | 0.2 | $856k | 10k | 84.53 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $852k | 3.5k | 246.47 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $845k | 19k | 44.46 |
|
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $823k | +2% | 57k | 14.43 |
|
| Fiserv (FI) | 0.1 | $817k | -11% | 4.5k | 179.65 |
|
| Pfizer (PFE) | 0.1 | $814k | +3% | 28k | 28.94 |
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.1 | $799k | 33k | 24.58 |
|
|
| NetApp (NTAP) | 0.1 | $775k | -7% | 6.3k | 123.50 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $771k | 37k | 20.78 |
|
|
| Qualcomm (QCOM) | 0.1 | $770k | 4.5k | 170.06 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $768k | +19% | 7.1k | 108.63 |
|
| Vaneck Etf Trust Long Muni Etf (MLN) | 0.1 | $762k | 42k | 18.30 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $754k | +39% | 2.0k | 375.43 |
|
| Cigna Corp (CI) | 0.1 | $748k | 2.2k | 346.43 |
|
|
| Emcor (EME) | 0.1 | $721k | +2% | 1.7k | 430.53 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $718k | +17% | 6.2k | 115.03 |
|
| Chevron Corporation (CVX) | 0.1 | $714k | -41% | 4.8k | 147.27 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $706k | NEW | 17k | 41.95 |
|
| Amgen (AMGN) | 0.1 | $691k | +2% | 2.1k | 322.18 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $687k | +22% | 8.8k | 78.05 |
|
| Carrier Global Corporation (CARR) | 0.1 | $682k | 8.5k | 80.49 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $680k | NEW | 3.0k | 229.01 |
|
| Enbridge (ENB) | 0.1 | $675k | 17k | 40.61 |
|
|
| At&t (T) | 0.1 | $667k | +2% | 30k | 22.00 |
|
| Leidos Holdings (LDOS) | 0.1 | $651k | NEW | 4.0k | 163.00 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $648k | +2% | 33k | 19.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $641k | 1.7k | 383.98 |
|
|
| BlackRock Enhanced Capital and Income (CII) | 0.1 | $629k | 32k | 19.69 |
|
|
| Anthem (ELV) | 0.1 | $613k | 1.2k | 519.97 |
|
|
| Abbvie (ABBV) | 0.1 | $590k | +3% | 3.0k | 197.48 |
|
| McDonald's Corporation (MCD) | 0.1 | $580k | +4% | 1.9k | 304.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $578k | 4.6k | 125.62 |
|
|
| Philip Morris International (PM) | 0.1 | $565k | 4.7k | 121.40 |
|
|
| Independence Realty Trust In (IRT) | 0.1 | $551k | -10% | 27k | 20.50 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $534k | NEW | 11k | 49.47 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $533k | 21k | 25.13 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $526k | +18% | 5.2k | 101.27 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $510k | +20% | 7.5k | 67.85 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $510k | +2% | 31k | 16.60 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $508k | 10k | 49.40 |
|
|
| Altria (MO) | 0.1 | $505k | +2% | 9.9k | 51.04 |
|
| Independent Bank (IBTX) | 0.1 | $499k | 8.7k | 57.66 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $480k | 3.6k | 133.58 |
|
|
| FedEx Corporation (FDX) | 0.1 | $476k | 1.7k | 273.68 |
|
|
| Citigroup Com New (C) | 0.1 | $475k | +2% | 7.6k | 62.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $461k | 6.4k | 71.72 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $452k | -3% | 4.7k | 96.95 |
|
| Verizon Communications (VZ) | 0.1 | $448k | 10k | 44.91 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $432k | 3.7k | 115.30 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $430k | +13% | 10k | 41.77 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $414k | 6.2k | 67.27 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $405k | 2.4k | 170.39 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $400k | 7.3k | 54.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $392k | 2.2k | 179.15 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $390k | 9.3k | 42.02 |
|
|
| Home BancShares (HOMB) | 0.1 | $384k | -49% | 14k | 27.09 |
|
| Oxford Lane Cap Corp (OXLC) | 0.1 | $377k | +23% | 72k | 5.24 |
|
| Netflix (NFLX) | 0.1 | $375k | +51% | 529.00 | 709.27 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $368k | 1.5k | 243.06 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $361k | +23% | 5.6k | 64.81 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $358k | 7.9k | 45.11 |
|
|
| Gilead Sciences (GILD) | 0.1 | $348k | -29% | 4.2k | 83.83 |
|
| Wells Fargo & Company (WFC) | 0.1 | $346k | -3% | 6.1k | 56.49 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $345k | NEW | 32k | 10.84 |
|
| Kite Rlty Group Tr Com New (KRG) | 0.1 | $344k | 13k | 26.56 |
|
|
| Walt Disney Company (DIS) | 0.1 | $341k | +16% | 3.5k | 96.19 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $339k | 2.8k | 119.69 |
|
|
| Intel Corporation (INTC) | 0.1 | $336k | -4% | 14k | 23.46 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $333k | +29% | 8.1k | 40.88 |
|
| Kinder Morgan (KMI) | 0.1 | $329k | 15k | 22.09 |
|
|
| Phillips 66 (PSX) | 0.1 | $327k | 2.5k | 131.46 |
|
|
| Caterpillar (CAT) | 0.1 | $320k | -8% | 817.00 | 391.23 |
|
| Merck & Co (MRK) | 0.1 | $319k | -2% | 2.8k | 113.56 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.1 | $317k | 1.5k | 213.52 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $316k | NEW | 1.2k | 263.92 |
|
| Edison International (EIX) | 0.1 | $316k | -2% | 3.6k | 87.10 |
|
| Medtronic SHS (MDT) | 0.1 | $315k | 3.5k | 90.03 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $313k | 4.8k | 64.74 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $312k | -7% | 3.7k | 83.75 |
|
| Goldman Sachs (GS) | 0.1 | $311k | -13% | 628.00 | 495.19 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $309k | +3% | 2.3k | 135.07 |
|
| Starbucks Corporation (SBUX) | 0.1 | $293k | +15% | 3.0k | 97.47 |
|
| Air Products & Chemicals (APD) | 0.1 | $293k | +12% | 984.00 | 297.79 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $293k | 1.5k | 198.11 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $284k | NEW | 1.6k | 173.67 |
|
| American Tower Reit (AMT) | 0.0 | $280k | 1.2k | 232.47 |
|
|
| Danaher Corporation (DHR) | 0.0 | $280k | +3% | 1.0k | 277.97 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $279k | 4.6k | 60.60 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $278k | NEW | 2.3k | 121.18 |
|
| AmerisourceBergen (COR) | 0.0 | $272k | NEW | 1.2k | 225.11 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $271k | 3.0k | 91.93 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $269k | 824.00 | 326.73 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $261k | NEW | 7.0k | 37.20 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $256k | 414.00 | 618.57 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $253k | NEW | 6.8k | 37.37 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $253k | 29k | 8.65 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $248k | -34% | 1.1k | 225.76 |
|
| Linde SHS (LIN) | 0.0 | $247k | +2% | 518.00 | 476.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $246k | NEW | 1.0k | 237.21 |
|
| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $244k | 36k | 6.82 |
|
|
| Ishares Tr Exponential Tech (XT) | 0.0 | $240k | 3.9k | 60.87 |
|
|
| Realty Income (O) | 0.0 | $235k | NEW | 3.7k | 63.42 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $234k | 15k | 16.05 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $231k | 5.4k | 42.77 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $227k | NEW | 4.4k | 51.74 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.0 | $227k | NEW | 4.7k | 47.95 |
|
| Target Corporation (TGT) | 0.0 | $225k | -9% | 1.4k | 155.85 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $223k | 6.3k | 35.15 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $223k | 845.00 | 263.29 |
|
|
| American Airls (AAL) | 0.0 | $222k | 20k | 11.24 |
|
|
| D.R. Horton (DHI) | 0.0 | $222k | NEW | 1.2k | 190.77 |
|
| Kla Corp Com New (KLAC) | 0.0 | $221k | +4% | 285.00 | 774.41 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $220k | +8% | 11k | 20.27 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $219k | NEW | 518.00 | 423.25 |
|
| Abbott Laboratories (ABT) | 0.0 | $215k | NEW | 1.9k | 114.00 |
|
| Ge Aerospace Com New (GE) | 0.0 | $212k | NEW | 1.1k | 188.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $209k | 403.00 | 517.76 |
|
|
| Boeing Company (BA) | 0.0 | $208k | 1.4k | 152.05 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $208k | NEW | 1.0k | 205.88 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $207k | NEW | 1.2k | 168.59 |
|
| Honeywell International (HON) | 0.0 | $205k | -7% | 991.00 | 206.79 |
|
| Sachem Cap (SACH) | 0.0 | $201k | +33% | 80k | 2.52 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $201k | -20% | 14k | 14.57 |
|
| Omni (OMC) | 0.0 | $201k | NEW | 1.9k | 103.41 |
|
| Xenia Hotels & Resorts (XHR) | 0.0 | $194k | 13k | 14.77 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $188k | 10k | 18.50 |
|
|
| Solar Cap (SLRC) | 0.0 | $181k | 12k | 15.05 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $178k | +17% | 18k | 9.86 |
|
| Golub Capital BDC (GBDC) | 0.0 | $176k | +2% | 12k | 15.11 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $170k | +2% | 12k | 13.76 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $163k | 11k | 14.39 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $154k | 15k | 10.46 |
|
|
| Cushman Wakefield SHS (CWK) | 0.0 | $141k | 10k | 13.63 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $135k | 16k | 8.68 |
|
|
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $114k | 17k | 6.72 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $114k | -8% | 36k | 3.12 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $99k | NEW | 11k | 9.36 |
|
| Ares Coml Real Estate (ACRE) | 0.0 | $98k | 14k | 7.00 |
|
|
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $96k | +18% | 14k | 7.06 |
|
| Medical Properties Trust (MPW) | 0.0 | $82k | -10% | 14k | 5.85 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $81k | 15k | 5.60 |
|
Past Filings by CFO4Life Group
SEC 13F filings are viewable for CFO4Life Group going back to 2017
- CFO4Life Group 2024 Q3 filed Nov. 12, 2024
- CFO4Life Group 2024 Q2 filed July 31, 2024
- CFO4Life Group 2024 Q1 filed May 6, 2024
- CFO4Life Group 2023 Q4 restated filed Feb. 12, 2024
- CFO4Life Group 2023 Q4 filed Jan. 24, 2024
- CFO4Life Group 2023 Q3 filed Oct. 30, 2023
- CFO4Life Group 2023 Q2 filed Aug. 7, 2023
- CFO4Life Group 2023 Q1 filed May 3, 2023
- CFO4Life Group 2022 Q4 filed Feb. 3, 2023
- CFO4Life Group 2022 Q3 filed Oct. 19, 2022
- CFO4Life Group 2022 Q2 filed July 20, 2022
- CFO4Life Group 2022 Q1 filed May 2, 2022
- CFO4Life Group 2021 Q4 filed Feb. 10, 2022
- CFO4Life Group 2021 Q3 filed Oct. 12, 2021
- CFO4Life Group 2021 Q2 filed July 14, 2021
- CFO4Life Group 2021 Q1 filed April 20, 2021