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
GS
Goldman Sachs Group Inc

Financial Services
22
+ 3.5%
$486.1 - $608.57 $10.7K - $13.4K
650 $372K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
114
+ 6.97%
$172.07 - $207.36 $19.6K - $23.6K
1.75K $345K
ET
Energy Transfer LP

Energy
7
+ 0.05%
$16.05 - $19.86 $112 - $139
14.6K $285K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
1.09K
+ 1.9%
$14.26 - $15.2 $15.5K - $16.5K
58.1K $871K
HON
Honeywell International Inc

Industrials
115
+ 11.6%
$202.84 - $236.0 $23.3K - $27.1K
1.11K $249K
GILD
Gilead Sciences, Inc.

Healthcare
112
+ 2.7%
$83.95 - $97.9 $9.4K - $11K
4.27K $393K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
769
+ 2.5%
$16.4 - $17.85 $12.6K - $13.7K
31.5K $551K
BA
Boeing CO

Industrials
26
+ 1.9%
$138.14 - $180.72 $3.59K - $4.7K
1.39K $246K
T
At&T Inc.

Communication Services
647
+ 2.14%
$21.22 - $23.88 $13.7K - $15.5K
30.9K $704K
ECC
Eagle Point Credit CO Inc.

Financial Services
5.4K
+ 29.88%
$8.7 - $9.98 $47K - $53.9K
23.5K $208K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.06K
+ 3.83%
$40.26 - $42.88 $42.7K - $45.5K
28.8K $1.16M
LII
Lennox International Inc

Industrials
7
+ 0.2%
$589.36 - $678.43 $4.13K - $4.75K
3.43K $2.09M
ABT
Abbott Laboratories

Healthcare
193
+ 10.26%
$111.93 - $119.39 $21.6K - $23K
2.08K $234K
MO
Altria Group, Inc.

Consumer Defensive
144
+ 1.46%
$49.06 - $57.74 $7.06K - $8.31K
10K $524K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 2.41%
$442.29 - $483.08 $48.2K - $52.7K
4.64K $2.1M
HOMB
Home Bancshares Inc

Financial Services
40
+ 0.28%
$26.0 - $32.09 $1.04K - $1.28K
14.2K $402K
FDX
Fedex Corp

Industrials
12
+ 0.69%
$260.5 - $305.15 $3.13K - $3.66K
1.75K $492K
ABC
Amerisourcebergen Corp

Healthcare
87
+ 7.21%
N/A
1.29K $239K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
694
+ 3.57%
$49.79 - $51.14 $34.6K - $35.5K
20.2K $1.01M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
171
+ 0.54%
$19.23 - $20.44 $3.29K - $3.5K
32.1K $645K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
55
+ 0.76%
$53.94 - $58.15 $2.97K - $3.2K
7.33K $413K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
3K
+ 8.38%
$6.37 - $7.15 $19.1K - $21.5K
38.8K $257K
CVX
Chevron Corp

Energy
160
+ 3.3%
$141.15 - $162.53 $22.6K - $26K
5.01K $725K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 2.5%
$261.5 - $284.63 $7.85K - $8.54K
1.23K $324K
ORCL
Oracle Corp

Technology
97
+ 4.08%
$165.41 - $192.43 $16K - $18.7K
2.47K $412K
PM
Philip Morris International Inc.

Consumer Defensive
91
+ 1.95%
$118.38 - $133.06 $10.8K - $12.1K
4.75K $571K
GBDC
Golub Capital Bdc, Inc.

Financial Services
275
+ 2.36%
$14.69 - $15.67 $4.04K - $4.31K
11.9K $180K
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 3.86%
$285.5 - $335.62 $10.8K - $12.8K
1.02K $296K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28
+ 0.6%
N/A
4.69K $402K
PAGP
Plains Gp Holdings LP

Energy
173
+ 1.7%
$17.2 - $20.02 $2.98K - $3.46K
10.4K $190K
ACRE
Ares Commercial Real Estate Corp

Real Estate
3K
+ 21.43%
$5.89 - $7.29 $17.7K - $21.9K
17K $100K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
69
+ 0.52%
$14.13 - $16.35 $975 - $1.13K
13.2K $196K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.19%
$417.69 - $450.94 $418 - $451
519 $220K
ORCC
Owl Rock Capital Corp

Financial Services
93
+ 0.67%
N/A
13.9K $185K
Blackrock Inc
3.21K
New
N/A
3.21K $0
Northern Lts Fd Tr Iv
10
+ 0.67%
N/A
1.5K $0
Vanguard Malvern Fds
50.4K
New
N/A
50.4K $0
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.34%
N/A
1.48K $269K
Linde PLC
43
+ 8.3%
N/A
561 $0
Ishares Bitcoin Trust ETF
3.79K
New
N/A
3.79K $0
Natwest Group PLC
308
+ 2.9%
N/A
10.9K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
10
+ 0.34%
$90.66 - $99.46 $907 - $995
2.96K $269K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
34
+ 0.37%
$40.97 - $42.66 $1.39K - $1.45K
9.32K $386K
XT
Ishares Tr Exponential Technol

ETFs
14
+ 0.35%
$58.7 - $62.72 $822 - $878
3.96K $236K
FIS
Fidelity National Information Services, Inc.

Technology
83
+ 2.23%
$80.14 - $90.95 $6.65K - $7.55K
3.81K $307K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.09%
$69.58 - $74.87 $417 - $449
6.43K $450K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.35%
$114.45 - $127.21 $916 - $1.02K
2.3K $266K
DUK
Duke Energy Corp

Utilities
158
+ 4.22%
$105.76 - $120.76 $16.7K - $19.1K
3.9K $420K
SBUX
Starbucks Corp

Consumer Cyclical
81
+ 2.69%
$87.44 - $102.5 $7.08K - $8.3K
3.09K $281K
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
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