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
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
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
171
+ 0.54%
$19.23 - $20.44 $3.29K - $3.5K
32.1K $645K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
694
+ 3.57%
$49.79 - $51.14 $34.6K - $35.5K
20.2K $1.01M
ABC
Amerisourcebergen Corp

Healthcare
87
+ 7.21%
N/A
1.29K $239K
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
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
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
69
+ 0.52%
$14.13 - $16.35 $975 - $1.13K
13.2K $196K
ACRE
Ares Commercial Real Estate Corp

Real Estate
3K
+ 21.43%
$5.89 - $7.29 $17.7K - $21.9K
17K $100K
ORCC
Owl Rock Capital Corp

Financial Services
93
+ 0.67%
N/A
13.9K $185K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.19%
$417.69 - $450.94 $418 - $451
519 $220K
Natwest Group PLC
308
+ 2.9%
N/A
10.9K $0
Northern Lts Fd Tr Iv
10
+ 0.67%
N/A
1.5K $0
Linde PLC
43
+ 8.3%
N/A
561 $0
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.34%
N/A
1.48K $269K
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
KRG
Kite Realty Group Trust

Real Estate
184
+ 1.42%
$24.49 - $27.85 $4.51K - $5.12K
13.1K $331K
SBUX
Starbucks Corp

Consumer Cyclical
81
+ 2.69%
$87.44 - $102.5 $7.08K - $8.3K
3.09K $281K
IRT
Independence Realty Trust, Inc.

Real Estate
112
+ 0.42%
$18.78 - $22.01 $2.1K - $2.47K
27K $535K
PDN
Invesco Fd Tr

ETFs
65
+ 1.03%
$31.62 - $34.97 $2.06K - $2.27K
6.4K $202K
ABBV
Abb Vie Inc.

Healthcare
212
+ 7.1%
$164.99 - $203.87 $35K - $43.2K
3.2K $568K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.58%
$288.47 - $316.54 $3.17K - $3.48K
1.92K $555K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 4.11%
$501.29 - $612.85 $8.52K - $10.4K
431 $224K
IXUS
Ishares Tr

ETFs
6.79K
+ 9.09%
$65.95 - $72.56 $448K - $493K
81.5K $5.39M
IEFA
Ishares Tr

ETFs
429
+ 4.88%
$70.06 - $77.43 $30.1K - $33.2K
9.23K $648K
DHR
Danaher Corp

Healthcare
18
+ 1.79%
$226.16 - $274.52 $4.07K - $4.94K
1.03K $235K
SACH
Sachem Capital Corp.

Real Estate
36.8K
+ 46.09%
$1.17 - $2.52 $43.1K - $92.7K
117K $157K
PFE
Pfizer Inc

Healthcare
614
+ 2.18%
$24.8 - $30.19 $15.2K - $18.5K
28.7K $762K
AMT
American Tower Corp

Real Estate
29
+ 2.4%
$179.4 - $232.01 $5.2K - $6.73K
1.24K $226K
UNP
Union Pacific Corp

Industrials
33
+ 0.95%
$223.15 - $249.32 $7.36K - $8.23K
3.49K $795K
QCOM
Qualcomm Inc

Technology
44
+ 0.97%
$150.4 - $178.04 $6.62K - $7.83K
4.57K $702K
COP
Conocophillips

Energy
67
+ 0.55%
$95.12 - $114.72 $6.37K - $7.69K
12.2K $1.21M
NVS
Novartis Ag

Healthcare
379
+ 6.07%
$96.78 - $117.18 $36.7K - $44.4K
6.62K $644K
LDOS
Leidos Holdings, Inc.

Technology
18
+ 0.45%
$143.17 - $201.39 $2.58K - $3.63K
4.01K $577K
PG
Procter & Gamble CO

Consumer Defensive
122
+ 0.66%
$161.05 - $179.7 $19.6K - $21.9K
18.7K $3.13M
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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