Latest CFO4Life Group, LLC Stock Portfolio
CFO4Life Group, LLC Performance:
2024 Q3: 2.2%YTD: 4.2%2023: 6.37%
Performance for 2024 Q3 is 2.2%, and YTD is 4.2%, and 2023 is 6.37%.
About CFO4Life Group, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CFO4Life Group, LLC reported an equity portfolio of $565 Millions as of 30 Sep, 2024.
The top stock holdings of CFO4Life Group, LLC are VB, UPS, BBAX. The fund has invested 8.2% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in UNITED PARCEL SERVICE INC.
The fund managers got completely rid off INVESCO QQQ TR (QQQ), LAM RESEARCH CORP (LRCX) and VERTEX PHARMACEUTICALS INC (VRTX) stocks. They significantly reduced their stock positions in HOME BANCSHARES INC (HOMB), CHEVRON CORP NEW (CVX) and SELECT SECTOR SPDR TR (XLB). CFO4Life Group, LLC opened new stock positions in REDDIT INC, SCHLUMBERGER LTD (SLB) and UNIVERSAL HLTH SVCS INC (UHS). The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP (PGR), WALMART INC (WMT) and BANK AMERICA CORP (BAC).
The top stock holdings of CFO4Life Group, LLC are VB, UPS, BBAX. The fund has invested 8.2% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in UNITED PARCEL SERVICE INC.
The fund managers got completely rid off INVESCO QQQ TR (QQQ), LAM RESEARCH CORP (LRCX) and VERTEX PHARMACEUTICALS INC (VRTX) stocks. They significantly reduced their stock positions in HOME BANCSHARES INC (HOMB), CHEVRON CORP NEW (CVX) and SELECT SECTOR SPDR TR (XLB). CFO4Life Group, LLC opened new stock positions in REDDIT INC, SCHLUMBERGER LTD (SLB) and UNIVERSAL HLTH SVCS INC (UHS). The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP (PGR), WALMART INC (WMT) and BANK AMERICA CORP (BAC).
CFO4Life Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CFO4Life Group, LLC made a return of 2.2% in the last quarter. In trailing 12 months, it's portfolio return was 8.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| reddit inc | 2,255,720 |
| schlumberger ltd | 705,977 |
| universal hlth svcs inc | 680,160 |
| leidos holdings inc | 650,859 |
| blackrock etf trust | 533,633 |
| banco bilbao vizcaya argenta | 345,373 |
| vanguard index fds | 316,439 |
| taiwan semiconductor mfg ltd | 284,119 |
New stocks bought by CFO4Life Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| progressive corp | 251 |
| walmart inc | 215 |
| bank america corp | 102 |
| ishares tr | 77.26 |
| netflix inc | 51.14 |
| ishares tr | 39.35 |
| sachem cap corp | 33.42 |
| gsk plc | 29.27 |
Additions to existing portfolio by CFO4Life Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| home bancshares inc | -49.93 |
| chevron corp new | -41.15 |
| select sector spdr tr | -34.72 |
| darling ingredients inc | -32.55 |
| gilead sciences inc | -29.63 |
| blackstone secd lending fd | -21.54 |
| blue owl capital corporation | -20.36 |
| parker-hannifin corp | -13.71 |
CFO4Life Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wisdomtree tr | -298,728 |
| paccar inc | -631,149 |
| td synnex corporation | -683,514 |
| ishares tr | -205,115 |
| invesco qqq tr | -1,554,810 |
| rtx corporation | -225,013 |
| novo-nordisk a s | -279,299 |
| vertex pharmaceuticals inc | -837,134 |
CFO4Life Group, LLC got rid off the above stocks
Sector Distribution
CFO4Life Group, LLC has about 54.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 54.7 |
| Technology | 11.3 |
| Industrials | 10.8 |
| Consumer Defensive | 5.8 |
| Financial Services | 5.5 |
| Consumer Cyclical | 4.2 |
| Communication Services | 2.9 |
| Healthcare | 2 |
| Energy | 1.6 |
Market Cap. Distribution
CFO4Life Group, LLC has about 42.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 54.7 |
| MEGA-CAP | 24.7 |
| LARGE-CAP | 17.4 |
| MID-CAP | 2.6 |
Stocks belong to which Index?
About 40.6% of the stocks held by CFO4Life Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 58.6 |
| S&P 500 | 40.6 |
CFO4Life Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CFO4Life Group, LLC
CFO4Life Group, LLC has 219 stocks in it's portfolio. About 51.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CFO4Life Group, LLC last quarter.
Last Reported on: 12 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.04 | 19,779 | 222,316 | added | 0.31 | ||
| AAPL | apple inc | 5.27 | 127,892 | 29,798,700 | reduced | -2.9 | ||
| AAXJ | ishares tr | 3.43 | 161,816 | 19,354,000 | added | 1.69 | ||
| AAXJ | ishares tr | 0.14 | 7,074 | 768,449 | added | 19.65 | ||
| ABBV | abbvie inc | 0.10 | 2,985 | 589,478 | added | 3.47 | ||
| ABC | cencora inc | 0.05 | 1,206 | 271,488 | reduced | -1.39 | ||
| ABC | cencora inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.04 | 1,882 | 214,548 | new | |||
| ACRE | ares coml real estate corp | 0.02 | 14,000 | 98,000 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 0.07 | 9,290 | 390,384 | unchanged | 0.00 | ||
| ACWF | ishares tr | 1.25 | 149,756 | 7,056,510 | added | 5.11 | ||
| ACWF | ishares tr | 0.19 | 21,046 | 1,064,940 | added | 14.75 | ||
| ACWF | ishares tr | 0.04 | 3,946 | 240,205 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.04 | 403 | 208,657 | added | 0.5 | ||
| AFK | vaneck etf trust | 0.14 | 41,630 | 761,829 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.08 | 4,657 | 451,496 | reduced | -3.92 | ||
| AFLG | first tr exchng traded fd vi | 1.53 | 191,006 | 8,641,100 | added | 0.76 | ||
| AFLG | first tr exchng traded fd vi | 0.09 | 21,224 | 533,361 | reduced | -0.92 | ||
| AGNC | agnc invt corp | 0.03 | 14,731 | 154,086 | added | 0.46 | ||
| AGNG | global x fds | 0.14 | 37,095 | 770,838 | unchanged | 0.00 | ||