Cfo4 Life Group, LLC Incresed Positions in Q3 2024

Cfo4 Life Group, LLC

  • $560 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
124K
+ 215.81%
$66.91 - $81.4 $8.33M - $10.1M
182K $14.7M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.06%
$333.64 - $405.2 $4.34K - $5.27K
23.1K $9.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
744
+ 0.78%
$105.53 - $118.34 $78.5K - $88K
95.5K $11.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.7K
+ 1.69%
$114.73 - $120.23 $309K - $324K
162K $19.4M
PGR
Progressive Corp

Financial Services
2.65K
+ 251.85%
$209.46 - $259.24 $555K - $688K
3.71K $940K
MA
Mastercard Inc

Financial Services
13
+ 0.1%
$429.6 - $500.99 $5.58K - $6.51K
13.1K $6.49M
BAC
Bank Of America Corp

Financial Services
15.7K
+ 102.14%
$36.65 - $44.13 $574K - $691K
31K $1.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.28K
+ 5.11%
$44.83 - $47.42 $327K - $345K
150K $7.06M
META
Meta Platforms, Inc.

Communication Services
41
+ 0.57%
$453.41 - $572.44 $18.6K - $23.5K
7.25K $4.15M
IXUS
Ishares Tr

ETFs
1.76K
+ 2.42%
$64.9 - $73.35 $114K - $129K
74.7K $5.43M
IVV
Ishares Core S&P 500 ETF

ETFs
744
+ 77.26%
$520.18 - $576.82 $387K - $429K
1.71K $984K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
853
+ 1.48%
$101.72 - $112.94 $86.8K - $96.3K
58.6K $6.61M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 0.07%
$255.18 - $283.2 $4.59K - $5.1K
26.5K $7.5M
PB
Prosperity Bancshares Inc

Financial Services
21
+ 0.07%
$59.22 - $74.29 $1.24K - $1.56K
30.2K $2.18M
NVDA
Nvidia Corp

Technology
2.93K
+ 9.39%
$98.91 - $134.91 $290K - $395K
34.1K $4.14M
LII
Lennox International Inc

Industrials
3
+ 0.09%
$523.72 - $620.83 $1.57K - $1.86K
3.42K $2.07M
UNH
Unitedhealth Group Inc

Healthcare
80
+ 3.21%
$488.01 - $604.18 $39K - $48.3K
2.57K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
567
+ 39.35%
$332.02 - $382.76 $188K - $217K
2.01K $753K
LMT
Lockheed Martin Corp

Industrials
28
+ 1.64%
$460.3 - $584.56 $12.9K - $16.4K
1.74K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
3.2K
+ 5.85%
$161.02 - $200.0 $516K - $641K
58K $10.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.45K
+ 14.2%
$37.98 - $41.19 $131K - $142K
27.7K $1.14M
JNJ
Johnson & Johnson

Healthcare
187
+ 1.88%
$145.48 - $167.38 $27.2K - $31.3K
10.1K $1.64M
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 0.09%
$175.14 - $206.36 $876 - $1.03K
5.88K $1.21M
CSCO
Cisco Systems, Inc.

Technology
197
+ 0.71%
$44.74 - $53.22 $8.81K - $10.5K
27.8K $1.48M
IEFA
Ishares Tr

ETFs
1.59K
+ 22.04%
$70.09 - $78.74 $111K - $125K
8.8K $686K
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.13%
$160.76 - $177.82 $3.86K - $4.27K
18.5K $3.21M
CARR
Carrier Global Corp

Industrials
76
+ 0.91%
$61.9 - $80.88 $4.7K - $6.15K
8.47K $681K
NEE
Nextera Energy Inc

Utilities
168
+ 1.69%
$69.9 - $84.97 $11.7K - $14.3K
10.1K $856K
NVS
Novartis Ag

Healthcare
908
+ 17.03%
$106.13 - $120.89 $96.4K - $110K
6.24K $717K
BND
Vanguard Bd Index Fd Inc Total

ETFs
454
+ 1.27%
$71.45 - $75.64 $32.4K - $34.3K
36.2K $2.72M
KO
Coca Cola CO

Consumer Defensive
121
+ 0.76%
$62.69 - $73.01 $7.59K - $8.83K
16.1K $1.16M
MUB
Ishares National Muni Bond ETF

ETFs
1.16K
+ 19.65%
$106.13 - $108.7 $123K - $126K
7.07K $768K
NFLX
Netflix Inc

Communication Services
179
+ 51.14%
$598.55 - $722.26 $107K - $129K
529 $375K
TFLO
Ishares Treasury Floating Rate

ETFs
2.71K
+ 14.75%
$50.42 - $50.66 $136K - $137K
21K $1.06M
EME
Emcor Group, Inc.

Industrials
48
+ 2.95%
$340.22 - $435.6 $16.3K - $20.9K
1.67K $720K
MCD
Mcdonalds Corp

Consumer Cyclical
80
+ 4.39%
$245.82 - $304.51 $19.7K - $24.4K
1.9K $579K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.29K
+ 20.61%
$61.11 - $67.85 $78.5K - $87.2K
7.52K $510K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$517.38 - $573.86 $517 - $574
3.7K $2.12M
JPM
Jpmorgan Chase & CO

Financial Services
118
+ 1.19%
$194.9 - $224.8 $23K - $26.5K
10.1K $2.12M
VEA
Vanguard Ftse Developed Market

ETFs
302
+ 1.1%
$47.6 - $53.31 $14.4K - $16.1K
27.8K $1.47M
IBTX
Independent Bank Group, Inc.

Financial Services
60
+ 0.7%
$44.7 - $61.0 $2.68K - $3.66K
8.65K $499K
T
At&T Inc.

Communication Services
774
+ 2.62%
$18.21 - $22.28 $14.1K - $17.2K
30.3K $666K
PM
Philip Morris International Inc.

Consumer Defensive
66
+ 1.44%
$101.25 - $127.45 $6.68K - $8.41K
4.66K $565K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
808
+ 18.44%
$96.25 - $101.98 $77.8K - $82.4K
5.19K $525K
ABBV
Abb Vie Inc.

Healthcare
100
+ 3.47%
$163.84 - $199.33 $16.4K - $19.9K
2.99K $589K
XOM
Exxon Mobil Corp

Energy
348
+ 1.4%
$109.72 - $119.0 $38.2K - $41.4K
25.2K $2.95M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 6.55%
$801.83 - $917.05 $49.7K - $56.9K
1.01K $894K
SBUX
Starbucks Corp

Consumer Cyclical
394
+ 15.06%
$72.51 - $98.6 $28.6K - $38.8K
3.01K $293K
UNP
Union Pacific Corp

Industrials
56
+ 1.65%
$221.78 - $256.09 $12.4K - $14.3K
3.46K $851K
Activity Summary
Buys All Purchases 135 New Holdings 25 Increased Positions 110 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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