CFO4Life

Latest statistics and disclosures from CFO4Life Group's latest quarterly 13F-HR filing:

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Positions held by CFO4Life consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 200 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 8.7 $48M 322k 148.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.6 $42M +2% 87k 480.70
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J P Morgan Exchange Traded F Equity Premium (JEPI) 6.0 $33M +6% 569k 57.86
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Ishares Tr Msci Usa Qlt Fct (QUAL) 5.3 $29M +3% 178k 164.35
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Ishares Tr Msci Usa Value (VLUE) 5.1 $28M +5% 261k 108.31
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $27M +83% 639k 41.77
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Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $23M 124k 187.35
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Apple (AAPL) 4.1 $23M -2% 132k 171.48
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Ishares Tr 3 7 Yr Treas Bd (IEI) 3.4 $19M +7% 161k 115.81
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Darling International (DAR) 3.1 $17M 364k 46.51
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Microsoft Corporation (MSFT) 3.0 $17M 40k 420.72
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.1 $12M +25% 232k 50.74
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.1 $12M +27% 227k 50.74
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Ishares Tr Core S&p Scp Etf (IJR) 1.9 $11M +5% 95k 110.52
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Amazon (AMZN) 1.8 $10M 56k 180.38
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Home Depot (HD) 1.6 $9.0M 23k 383.60
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.5 $8.3M -8% 191k 43.60
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Visa Com Cl A (V) 1.5 $8.1M -3% 29k 279.08
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $6.9M 27k 259.90
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Mastercard Incorporated Cl A (MA) 1.1 $6.3M 13k 481.57
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Ishares Tr Core Total Usd (IUSB) 1.1 $6.1M +2% 135k 45.59
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Waste Management (WM) 1.1 $6.1M -2% 29k 213.15
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $5.8M +2% 56k 103.79
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Ishares Tr Core Msci Total (IXUS) 0.9 $4.7M +3% 69k 67.86
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Alphabet Cap Stk Cl C (GOOG) 0.8 $4.2M 28k 152.26
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.7 $4.0M +4% 118k 34.29
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.0M -3% 26k 150.93
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CSX Corporation (CSX) 0.6 $3.5M -3% 95k 37.07
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Meta Platforms Cl A (META) 0.6 $3.5M 7.2k 485.61
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Wal-Mart Stores (WMT) 0.6 $3.4M +187% 57k 60.17
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $3.3M -4% 66k 50.45
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Blackstone Secd Lending Common Stock (BXSL) 0.6 $3.1M -6% 98k 31.15
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Procter & Gamble Company (PG) 0.5 $3.0M -2% 18k 162.25
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NVIDIA Corporation (NVDA) 0.5 $2.8M 3.1k 903.48
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BlackRock (BLK) 0.5 $2.7M 3.3k 833.63
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Exxon Mobil Corporation (XOM) 0.5 $2.7M -3% 23k 116.24
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Pepsi (PEP) 0.5 $2.5M -2% 15k 175.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.5M 34k 72.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.0M +101% 3.9k 523.06
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JPMorgan Chase & Co. (JPM) 0.4 $2.0M +10% 10k 200.30
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Prosperity Bancshares (PB) 0.4 $2.0M 30k 65.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.9M +5% 4.4k 420.52
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Lennox International (LII) 0.3 $1.7M 3.4k 488.82
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Broadcom (AVGO) 0.3 $1.6M +5% 1.2k 1325.84
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Johnson & Johnson (JNJ) 0.3 $1.6M 10k 158.19
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ConocoPhillips (COP) 0.3 $1.6M +5% 12k 127.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M -3% 3.4k 443.95
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Cisco Systems (CSCO) 0.3 $1.4M -4% 29k 49.91
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $1.4M 15k 90.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.4M +113% 27k 50.17
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Booking Holdings (BKNG) 0.2 $1.4M -3% 375.00 3631.66
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Ishares Core Msci Emkt (IEMG) 0.2 $1.3M -88% 25k 51.60
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $1.3M -78% 14k 91.86
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Chevron Corporation (CVX) 0.2 $1.3M 8.0k 157.74
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $1.2M -81% 27k 45.31
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Phillips 66 (PSX) 0.2 $1.2M -12% 7.5k 163.33
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UnitedHealth (UNH) 0.2 $1.2M -36% 2.4k 494.78
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Applied Materials (AMAT) 0.2 $1.2M -16% 5.6k 206.24
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Texas Instruments Incorporated (TXN) 0.2 $1.1M +7% 6.4k 174.20
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M -4% 13k 83.58
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Lam Research Corporation (LRCX) 0.2 $1.1M -15% 1.1k 971.98
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salesforce (CRM) 0.2 $1.0M -4% 3.4k 301.18
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Dell Technologies CL C (DELL) 0.2 $1.0M 8.9k 114.11
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $982k -10% 19k 50.60
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Parker-Hannifin Corporation (PH) 0.2 $959k -7% 1.7k 555.69
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Coca-Cola Company (KO) 0.2 $948k 16k 61.18
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Metropcs Communications (TMUS) 0.2 $932k NEW 5.7k 163.23
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $916k 24k 38.88
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Enterprise Products Partners (EPD) 0.2 $894k 31k 29.18
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Ingersoll Rand (IR) 0.2 $887k -7% 9.3k 94.95
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W.W. Grainger (GWW) 0.2 $881k -9% 866.00 1016.75
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $877k -50% 4.2k 210.30
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $838k -62% 34k 24.60
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Union Pacific Corporation (UNP) 0.2 $828k 3.4k 245.89
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McDonald's Corporation (MCD) 0.1 $820k +55% 2.9k 281.91
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Fiserv (FI) 0.1 $811k -6% 5.1k 159.82
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Chubb (CB) 0.1 $796k -7% 3.1k 259.14
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Qualcomm (QCOM) 0.1 $793k NEW 4.7k 169.31
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $790k 19k 41.56
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Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.1 $776k -55% 32k 24.30
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Hartford Financial Services (HIG) 0.1 $770k NEW 7.5k 103.05
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Lockheed Martin Corporation (LMT) 0.1 $761k 1.7k 454.85
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Hubbell (HUBB) 0.1 $757k 1.8k 414.97
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Paccar (PCAR) 0.1 $753k -6% 6.1k 123.89
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Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $750k -12% 42k 18.01
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Global X Fds Us Pfd Etf (PFFD) 0.1 $748k 37k 20.16
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Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $747k 55k 13.65
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $742k -5% 1.8k 418.01
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Cigna Corp (CI) 0.1 $735k NEW 2.0k 363.10
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Textron (TXT) 0.1 $729k -7% 7.6k 95.93
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Eli Lilly & Co. (LLY) 0.1 $716k -5% 920.00 777.96
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Pfizer (PFE) 0.1 $713k +3% 26k 27.75
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Costco Wholesale Corporation (COST) 0.1 $706k +2% 964.00 732.63
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Applovin Corp Com Cl A (APP) 0.1 $696k NEW 10k 69.22
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Home BancShares (HOMB) 0.1 $696k 28k 24.57
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Tesla Motors (TSLA) 0.1 $690k 3.9k 175.79
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Intel Corporation (INTC) 0.1 $668k -5% 15k 44.17
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Ishares Tr National Mun Etf (MUB) 0.1 $636k -15% 5.9k 107.60
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Anthem (ELV) 0.1 $625k 1.2k 518.43
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Novartis Sponsored Adr (NVS) 0.1 $620k -8% 6.4k 96.74
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BlackRock Enhanced Capital and Income (CII) 0.1 $617k 32k 19.49
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Amgen (AMGN) 0.1 $617k +4% 2.2k 284.26
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Fs Kkr Capital Corp (FSK) 0.1 $593k +2% 31k 19.07
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Enbridge (ENB) 0.1 $588k 16k 36.18
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $572k +7% 5.0k 115.30
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Akamai Technologies (AKAM) 0.1 $566k -2% 5.2k 108.76
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Vanguard Index Fds Growth Etf (VUG) 0.1 $555k +13% 1.6k 344.21
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $535k 7.2k 74.22
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Bank of America Corporation (BAC) 0.1 $533k +18% 14k 37.92
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Carrier Global Corporation (CARR) 0.1 $530k 9.1k 58.13
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Abbvie (ABBV) 0.1 $530k -7% 2.9k 182.13
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At&t (T) 0.1 $508k 29k 17.60
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $496k -16% 5.1k 97.94
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FedEx Corporation (FDX) 0.1 $496k -6% 1.7k 289.72
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $496k -11% 10k 48.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $485k +34% 1.4k 337.00
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Independence Realty Trust In (IRT) 0.1 $481k 30k 16.13
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Citigroup Com New (C) 0.1 $466k -4% 7.4k 63.24
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Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $459k +2% 29k 15.68
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $453k +43% 861.00 525.62
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $436k +90% 4.8k 89.90
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Lamar Advertising Cl A (LAMR) 0.1 $433k 3.6k 119.39
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Gilead Sciences (GILD) 0.1 $426k -37% 5.8k 73.25
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Philip Morris International (PM) 0.1 $424k +6% 4.6k 91.62
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $423k +28% 6.4k 65.87
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Walt Disney Company (DIS) 0.1 $408k -11% 3.3k 122.37
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Verizon Communications (VZ) 0.1 $397k +3% 9.5k 41.96
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Altria (MO) 0.1 $394k 9.0k 43.62
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $392k 9.6k 40.93
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Independent Bank (IBTX) 0.1 $389k 8.5k 45.65
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $387k 6.2k 62.06
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Comcast Corp Cl A (CMCSA) 0.1 $386k +20% 8.9k 43.35
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $385k NEW 7.1k 54.24
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $372k 6.2k 60.42
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Caterpillar (CAT) 0.1 $371k +32% 1.0k 366.52
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $368k NEW 2.2k 169.40
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Medtronic SHS (MDT) 0.1 $360k +41% 4.1k 87.15
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Merck & Co (MRK) 0.1 $347k -5% 2.6k 131.95
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Novo-nordisk A S Adr (NVO) 0.1 $346k +18% 2.7k 128.39
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Owl Rock Capital Corporation (OBDC) 0.1 $340k 22k 15.38
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Ishares Tr Modert Alloc Etf (AOM) 0.1 $340k 7.9k 42.78
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Duke Energy Corp Com New (DUK) 0.1 $335k 3.5k 96.71
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Charles Schwab Corporation (SCHW) 0.1 $321k NEW 4.4k 72.35
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Target Corporation (TGT) 0.1 $313k 1.8k 177.25
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Spdr Gold Tr Gold Shs (GLD) 0.1 $312k -2% 1.5k 205.72
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Wells Fargo & Company (WFC) 0.1 $310k +2% 5.3k 57.96
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Oracle Corporation (ORCL) 0.1 $306k NEW 2.4k 125.60
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Wisdomtree Tr Altrntve Incm Fd (HYIN) 0.1 $304k 16k 18.77
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Fidelity National Information Services (FIS) 0.1 $303k +7% 4.1k 74.18
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $294k 2.7k 110.52
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $292k +3% 4.8k 60.31
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Goldman Sachs (GS) 0.1 $291k 696.00 417.98
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AmerisourceBergen (COR) 0.1 $288k +10% 1.2k 242.92
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American Airls (AAL) 0.1 $288k +15% 19k 15.35
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Ishares Tr Select Divid Etf (DVY) 0.0 $271k 2.2k 123.18
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Kite Rlty Group Tr Com New (KRG) 0.0 $270k 13k 21.68
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $269k 3.0k 91.25
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $269k -21% 4.7k 57.05
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Kinder Morgan (KMI) 0.0 $264k +6% 14k 18.34
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Boeing Company (BA) 0.0 $259k +2% 1.3k 192.99
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Edison International (EIX) 0.0 $255k 3.6k 70.73
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Xai Octagon Floatng Rate Alt (XFLT) 0.0 $254k +38% 36k 7.09
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $247k 824.00 300.08
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GSK Sponsored Adr (GSK) 0.0 $235k NEW 5.5k 42.87
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Ishares Tr Exponential Tech (XT) 0.0 $235k NEW 3.9k 59.62
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Thermo Fisher Scientific (TMO) 0.0 $234k NEW 402.00 581.21
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $234k 28k 8.25
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $234k 1.3k 182.57
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Bristol Myers Squibb (BMY) 0.0 $233k NEW 4.3k 54.23
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Starbucks Corporation (SBUX) 0.0 $230k -6% 2.5k 91.39
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Select Sector Spdr Tr Technology (XLK) 0.0 $229k -3% 1.1k 208.27
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $227k -7% 14k 15.73
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American Tower Reit (AMT) 0.0 $221k +5% 1.1k 197.63
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Sachem Cap (SACH) 0.0 $219k 49k 4.46
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $213k NEW 889.00 239.76
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Progressive Corporation (PGR) 0.0 $211k NEW 1.0k 206.82
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Truist Financial Corp equities (TFC) 0.0 $206k NEW 5.3k 38.98
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $205k NEW 6.2k 32.88
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Raytheon Technologies Corp (RTX) 0.0 $205k NEW 2.1k 97.53
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Honeywell International (HON) 0.0 $204k NEW 994.00 205.32
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $201k NEW 5.7k 35.61
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Oxford Lane Cap Corp (OXLC) 0.0 $196k NEW 39k 5.08
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Xenia Hotels & Resorts (XHR) 0.0 $195k 13k 15.01
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Pimco Dynamic Income SHS (PDI) 0.0 $193k NEW 10k 19.29
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Solar Cap (SLRC) 0.0 $184k 12k 15.35
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Golub Capital BDC (GBDC) 0.0 $182k +2% 11k 16.63
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Goldman Sachs Bdc SHS (GSBD) 0.0 $176k +2% 12k 14.98
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $168k 11k 14.87
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $123k NEW 11k 10.99
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Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $123k +24% 15k 8.20
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Cushman Wakefield SHS (CWK) 0.0 $108k 10k 10.46
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Eagle Pt Cr (ECC) 0.0 $105k NEW 10k 10.11
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Brightspire Capital Com Cl A (BRSP) 0.0 $100k 15k 6.89
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $100k 39k 2.59
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Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $95k 10k 9.48
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Ares Coml Real Estate (ACRE) 0.0 $75k 10k 7.45
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Medical Properties Trust (MPW) 0.0 $74k NEW 16k 4.70
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Nuscale Pwr Corp Cl A Com (SMR) 0.0 $54k 10k 5.31
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Core Scientific *w Exp 01/23/202 0.0 $29k NEW 12k 2.40
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Core Scientific *w Exp 01/23/202 0.0 $23k NEW 17k 1.33
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Past Filings by CFO4Life Group

SEC 13F filings are viewable for CFO4Life Group going back to 2017

View all past filings