Cfo4 Life Group, LLC Purchases in Q4 2024

Cfo4 Life Group, LLC

  • $559 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
110K
New
$33.33 - $35.01 $3.68M - $3.86M
110K $3.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82.5K
+ 313.52%
$44.87 - $46.86 $3.7M - $3.87M
109K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 0.14%
$180.88 - $232.93 $15.2K - $19.6K
58.1K $12.7M
V
Visa Inc.

Financial Services
28
+ 0.1%
$273.87 - $320.91 $7.67K - $8.99K
28.8K $9.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.9K
+ 7.98%
$50.67 - $50.9 $907K - $911K
242K $12.3M
TMUS
T Mobile Us, Inc.

Communication Services
3.25K
+ 55.36%
$206.1 - $246.94 $671K - $804K
9.13K $2.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.43K
+ 1.17%
$201.32 - $217.44 $287K - $310K
124K $25.6M
DOCU
Docusign, Inc.

Technology
8.65K
New
$61.42 - $106.99 $531K - $925K
8.65K $777K
GOOGL
Alphabet Inc.

Communication Services
484
+ 1.82%
$161.86 - $196.66 $78.3K - $95.2K
27K $5.12M
GOOG
Alphabet Inc.

Communication Services
158
+ 0.56%
$163.08 - $198.16 $25.8K - $31.3K
28.1K $5.36M
NVDA
Nvidia Corp

Technology
1.31K
+ 3.85%
$117.0 - $148.88 $154K - $196K
35.4K $4.76M
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 1.8%
$213.65 - $479.86 $15.8K - $35.5K
4.19K $1.69M
RMD
Resmed Inc

Healthcare
2.6K
New
$228.69 - $256.07 $594K - $665K
2.6K $593K
DIS
Walt Disney CO

Communication Services
4.5K
+ 126.8%
$92.39 - $117.6 $416K - $529K
8.05K $896K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.14K
+ 2.38%
$176.42 - $186.91 $731K - $774K
178K $31.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15.6K
+ 6.76%
$50.02 - $51.24 $779K - $798K
246K $12.3M
MA
Mastercard Inc

Financial Services
95
+ 0.72%
$491.3 - $536.15 $46.7K - $50.9K
13.2K $6.97M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.71K
+ 80.71%
$49.03 - $53.35 $427K - $464K
19.5K $999K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
12.8K
+ 10.02%
N/A
140K $4.41M
JPM
Jpmorgan Chase & CO

Financial Services
217
+ 2.16%
$205.18 - $250.29 $44.5K - $54.3K
10.3K $2.46M
THC
Tenet Healthcare Corp

Healthcare
2.48K
New
$125.42 - $168.52 $311K - $418K
2.48K $312K
WFC
Wells Fargo & Company

Financial Services
3.04K
+ 49.61%
$54.98 - $77.35 $167K - $235K
9.17K $644K
JEPI
J P Morgan Exchange Traded Fd

ETFs
24K
+ 4.32%
$57.53 - $60.83 $1.38M - $1.46M
578K $33.3M
CRM
Salesforce, Inc.

Technology
772
New
$270.87 - $367.87 $209K - $284K
772 $258K
NOW
Service Now, Inc.

Technology
235
New
$867.18 - $1148.42 $204K - $270K
235 $249K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.99K
New
$47.29 - $84.74 $141K - $253K
2.99K $222K
ISRG
Intuitive Surgical Inc

Healthcare
416
New
$471.27 - $550.62 $196K - $229K
416 $217K
INTU
Intuit Inc

Technology
345
New
$602.01 - $706.25 $208K - $244K
345 $216K
RSG
Republic Services, Inc.

Industrials
1.07K
New
$198.0 - $218.75 $212K - $235K
1.07K $215K
GME
Game Stop Corp.

Consumer Cyclical
6.5K
New
$20.5 - $32.99 $133K - $214K
6.5K $203K
BE
Bloom Energy Corp

Industrials
9.1K
New
$9.04 - $27.45 $82.3K - $250K
9.1K $202K
VBR
Vanguard Small Cap Value ETF

ETFs
1.01K
New
$197.36 - $217.3 $200K - $220K
1.01K $200K
CSCO
Cisco Systems, Inc.

Technology
285
+ 1.03%
$52.45 - $60.02 $14.9K - $17.1K
28K $1.66M
META
Meta Platforms, Inc.

Communication Services
79
+ 1.09%
$554.08 - $632.68 $43.8K - $50K
7.33K $4.32M
TXN
Texas Instruments Inc

Technology
685
+ 10.29%
N/A
7.34K $1.43M
ERIC
Ericsson Lm Telephone CO

Technology
15.7K
New
$7.36 - $8.59 $116K - $135K
15.7K $126K
PDI
Pimco Dynamic Income Fund

Financial Services
7.47K
+ 68.8%
$18.33 - $20.85 $137K - $156K
18.3K $336K
AXP
American Express CO

Financial Services
39
+ 1.16%
$267.35 - $305.57 $10.4K - $11.9K
3.41K $1.01M
VUG
Vanguard Growth ETF

ETFs
126
+ 7.54%
$378.79 - $428.11 $47.7K - $53.9K
1.8K $737K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.15K
+ 54.43%
$14.28 - $14.81 $87.9K - $91.1K
17.5K $250K
KMI
Kinder Morgan, Inc.

Energy
263
+ 1.76%
$22.59 - $28.54 $5.94K - $7.51K
15.2K $415K
TFLO
Ishares Treasury Floating Rate

ETFs
1.61K
+ 7.65%
$50.37 - $50.63 $81.1K - $81.5K
22.7K $1.14M
EPD
Enterprise Products Partners L.P.

Energy
225
+ 0.71%
$28.66 - $34.43 $6.45K - $7.75K
31.8K $995K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.09%
$481.22 - $538.17 $1.44K - $1.61K
3.26K $1.67M
MPLX
Mplx LP

Energy
200
+ 1.05%
$43.77 - $51.66 $8.75K - $10.3K
19.2K $918K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 4.76%
$873.59 - $994.69 $41.9K - $47.7K
1.06K $968K
AGNC
Agnc Investment Corp.

Real Estate
9.81K
+ 66.57%
$9.21 - $10.59 $90.3K - $104K
24.5K $225K
IWF
Ishares Russell 1000 Gr ETF

ETFs
39
+ 1.94%
$370.24 - $418.94 $14.4K - $16.3K
2.05K $822K
C
Citigroup Inc

Financial Services
145
+ 1.91%
$61.31 - $72.5 $8.89K - $10.5K
7.74K $544K
Activity Summary
Buys All Purchases 129 New Holdings 18 Increased Positions 111 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cfo4 Life Group, LLC Portfolio

Follow Cfo4 Life Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfo4 Life Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfo4 Life Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email