Cfo4 Life Group, LLC Incresed Positions in Q4 2024

Cfo4 Life Group, LLC

  • $559 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 4.76%
$873.59 - $994.69 $41.9K - $47.7K
1.06K $968K
MPLX
Mplx LP

Energy
200
+ 1.05%
$43.77 - $51.66 $8.75K - $10.3K
19.2K $918K
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
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
GILD
Gilead Sciences, Inc.

Healthcare
112
+ 2.7%
$83.95 - $97.9 $9.4K - $11K
4.27K $393K
HON
Honeywell International Inc

Industrials
115
+ 11.6%
$202.84 - $236.0 $23.3K - $27.1K
1.11K $249K
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
IBTX
Independent Bank Group, Inc.

Financial Services
51
+ 0.59%
$55.72 - $67.74 $2.84K - $3.45K
8.71K $528K
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
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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