Cfo4 Life Group, LLC Incresed Positions in Q2 2024

Cfo4 Life Group, LLC

  • $528 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
72
+ 0.05%
$165.0 - $216.67 $11.9K - $15.6K
132K $27.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
463
+ 0.53%
$455.1 - $504.28 $211K - $233K
87.7K $43.9M
MSFT
Microsoft Corp

Technology
617
+ 1.56%
$389.33 - $452.85 $240K - $279K
40.2K $18M
NVDA
Nvidia Corp

Technology
28.1K
+ 906.45%
$118.11 - $1224.4 $3.32M - $34.4M
31.2K $3.85M
GOOG
Alphabet Inc.

Communication Services
261
+ 0.94%
$151.94 - $186.86 $39.7K - $48.8K
28K $5.14M
GOOGL
Alphabet Inc.

Communication Services
201
+ 0.76%
$150.53 - $185.41 $30.3K - $37.3K
26.5K $4.84M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.5K
+ 5.94%
$49.92 - $50.63 $674K - $683K
241K $12.1M
WMT
Walmart Inc.

Consumer Defensive
413
+ 0.72%
$58.85 - $68.9 $24.3K - $28.5K
57.7K $3.91M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.16K
+ 3.88%
$98.05 - $107.78 $211K - $232K
57.7K $6.17M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.97K
+ 3.01%
$50.57 - $50.75 $352K - $354K
238K $12.1M
IXUS
Ishares Tr

ETFs
3.68K
+ 5.31%
$65.1 - $70.07 $239K - $258K
73K $4.93M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.63K
+ 5.61%
N/A
125K $3.93M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.0%
$245.23 - $269.4 $245 - $269
26.5K $7.08M
XOM
Exxon Mobil Corp

Energy
1.94K
+ 8.47%
$108.36 - $122.2 $210K - $237K
24.8K $2.86M
LLY
Eli Lilly & CO

Healthcare
65
+ 7.07%
$724.87 - $909.04 $47.1K - $59.1K
985 $891K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 2.93%
$3414.82 - $4014.38 $37.6K - $44.2K
386 $1.53M
APP
App Lovin Corp

Technology
334
+ 3.32%
$66.8 - $86.43 $22.3K - $28.9K
10.4K $864K
LII
Lennox International Inc

Industrials
3
+ 0.09%
$455.15 - $550.42 $1.37K - $1.65K
3.42K $1.83M
XLK
Technology Sector Spdr

ETFs
585
+ 53.18%
$192.53 - $231.41 $113K - $135K
1.69K $381K
META
Meta Platforms, Inc.

Communication Services
37
+ 0.52%
$430.17 - $527.34 $15.9K - $19.5K
7.21K $3.63M
TXN
Texas Instruments Inc

Technology
49
+ 0.77%
$159.68 - $202.54 $7.82K - $9.92K
6.45K $1.25M
TSLA
Tesla, Inc.

Consumer Cyclical
255
+ 6.5%
$142.05 - $197.88 $36.2K - $50.5K
4.18K $827K
OXLC
Oxford Lane Capital Corp.

Financial Services
19.7K
+ 51.19%
$4.96 - $5.69 $97.9K - $112K
58.3K $316K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.96K
+ 5.79%
$70.55 - $72.66 $138K - $142K
35.7K $2.57M
TMUS
T Mobile Us, Inc.

Communication Services
164
+ 2.87%
$159.79 - $180.69 $26.2K - $29.6K
5.87K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
295
+ 1.62%
$155.33 - $168.56 $45.8K - $49.7K
18.5K $3.05M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 0.68%
$392.81 - $485.53 $4.71K - $5.83K
1.79K $837K
IRT
Independence Realty Trust, Inc.

Real Estate
126
+ 0.42%
$15.37 - $18.74 $1.94K - $2.36K
30K $561K
BAC
Bank Of America Corp

Financial Services
1.27K
+ 9.0%
$34.68 - $40.02 $43.9K - $50.7K
15.3K $609K
IVV
Ishares Core S&P 500 ETF

ETFs
102
+ 11.85%
$497.53 - $549.64 $50.7K - $56.1K
963 $526K
KO
Coca Cola CO

Consumer Defensive
523
+ 3.37%
$58.06 - $64.15 $30.4K - $33.6K
16K $1.02M
VUG
Vanguard Growth ETF

ETFs
55
+ 3.41%
$322.46 - $377.11 $17.7K - $20.7K
1.67K $623K
UNH
Unitedhealth Group Inc

Healthcare
65
+ 2.68%
$439.2 - $524.63 $28.5K - $34.1K
2.49K $1.27M
WFC
Wells Fargo & Company

Financial Services
1K
+ 18.76%
$56.41 - $62.34 $56.5K - $62.5K
6.34K $376K
T
At&T Inc.

Communication Services
685
+ 2.38%
$16.09 - $19.11 $11K - $13.1K
29.5K $564K
ECC
Eagle Point Credit CO Inc.

Financial Services
5.02K
+ 48.41%
$9.92 - $10.44 $49.8K - $52.4K
15.4K $154K
PFE
Pfizer Inc

Healthcare
1.55K
+ 6.01%
$25.26 - $29.6 $39K - $45.7K
27.2K $762K
DUK
Duke Energy Corp

Utilities
351
+ 10.14%
$92.87 - $104.6 $32.6K - $36.7K
3.81K $382K
MO
Altria Group, Inc.

Consumer Defensive
620
+ 6.87%
$40.75 - $46.83 $25.3K - $29K
9.64K $439K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
1.17K
+ 2.13%
$13.01 - $14.14 $15.2K - $16.5K
55.9K $789K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$316.15 - $367.33 $316 - $367
1.44K $525K
FSK
Fs Kkr Capital Corp

Financial Services
872
+ 2.8%
$18.82 - $20.71 $16.4K - $18.1K
32K $631K
GS
Goldman Sachs Group Inc

Financial Services
29
+ 4.17%
$389.49 - $470.41 $11.3K - $13.6K
725 $327K
VIG
Vanguard Dividend Appreciation

ETFs
196
+ 15.32%
$173.33 - $185.29 $34K - $36.3K
1.48K $269K
LMT
Lockheed Martin Corp

Industrials
33
+ 1.97%
$447.57 - $471.51 $14.8K - $15.6K
1.71K $797K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
741
+ 2.53%
$15.54 - $16.87 $11.5K - $12.5K
30K $489K
KMI
Kinder Morgan, Inc.

Energy
301
+ 2.09%
$17.69 - $20.11 $5.32K - $6.05K
14.7K $291K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
314
+ 4.43%
$50.84 - $55.56 $16K - $17.4K
7.41K $411K
HON
Honeywell International Inc

Industrials
76
+ 7.65%
$190.36 - $215.89 $14.5K - $16.4K
1.07K $228K
Activity Summary
Buys All Purchases 130 New Holdings 19 Increased Positions 111 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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