Cfo4 Life Group, LLC Reduced Holdings in Q2 2024

Cfo4 Life Group, LLC

  • $528 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-565K
- 88.45%
$40.83 - $44.89 $23.1M - $25.4M
73.7K $3.23M
UPS
United Parcel Service Inc

Industrials
-983
- 0.31%
$134.2 - $152.27 $132K - $150K
321K $44M
DAR
Darling Ingredients Inc.

Consumer Defensive
-2.23K
- 0.61%
$34.5 - $47.78 $76.9K - $107K
362K $13.3M
HD
Home Depot, Inc.

Consumer Cyclical
-274
- 1.17%
$325.1 - $368.03 $89.1K - $101K
23.1K $7.94M
PSX
Phillips 66

Energy
-5.02K
- 67.18%
$135.85 - $172.71 $682K - $867K
2.45K $346K
BXSL
Blackstone Secured Lending Fund

Financial Services
-12.4K
- 12.57%
$30.45 - $32.5 $376K - $401K
85.9K $2.63M
IEMG
Ishares Inc

ETFs
-8.17K
- 33.15%
$50.02 - $54.95 $409K - $449K
16.5K $881K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.69K
- 11.66%
$50.22 - $50.48 $386K - $388K
58.2K $2.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-75
- 0.08%
$102.13 - $110.88 $7.66K - $8.32K
94.8K $10.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.08K
- 37.25%
$249.37 - $280.22 $270K - $303K
1.82K $464K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.48K
- 0.92%
$113.43 - $115.88 $168K - $171K
159K $18.4M
INTC
Intel Corp

Technology
-144
- 0.95%
$29.85 - $44.52 $4.3K - $6.41K
15K $464K
COP
Conocophillips

Energy
-271
- 2.18%
$109.39 - $133.52 $29.6K - $36.2K
12.2K $1.39M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.74K
- 0.91%
$42.01 - $43.6 $72.9K - $75.6K
190K $8.16M
JNJ
Johnson & Johnson

Healthcare
-206
- 2.03%
$144.38 - $157.78 $29.7K - $32.5K
9.94K $1.45M
CSCO
Cisco Systems, Inc.

Technology
-1.04K
- 3.62%
$45.52 - $50.04 $47.2K - $51.8K
27.6K $1.31M
DIS
Walt Disney CO

Communication Services
-294
- 8.82%
$99.29 - $122.82 $29.2K - $36.1K
3.04K $301K
WM
Waste Management Inc

Industrials
-473
- 1.66%
$200.55 - $213.34 $94.9K - $101K
28K $5.98M
MDT
Medtronic PLC

Healthcare
-660
- 15.96%
$78.71 - $87.02 $51.9K - $57.4K
3.48K $273K
BOND
Pimco Active Bond Exchange Tra

ETFs
-794
- 5.76%
$89.04 - $91.74 $70.7K - $72.8K
13K $1.18M
TGT
Target Corp

Consumer Defensive
-174
- 9.87%
$141.16 - $177.82 $24.6K - $30.9K
1.59K $235K
CAT
Caterpillar Inc

Industrials
-122
- 12.06%
$321.47 - $379.3 $39.2K - $46.3K
890 $296K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.34K
- 4.88%
$44.06 - $45.49 $59K - $61K
26.1K $1.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-686
- 13.54%
$95.11 - $97.92 $65.2K - $67.2K
4.38K $425K
NVO
Novo Nordisk A S

Healthcare
-739
- 27.41%
$122.71 - $146.91 $90.7K - $109K
1.96K $279K
ORCC
Owl Rock Capital Corp

Financial Services
-4.77K
- 21.61%
N/A
17.3K $231K
NVS
Novartis Ag

Healthcare
-1.07K
- 16.77%
$92.57 - $107.37 $99.4K - $115K
5.33K $567K
SPY
Spdr S&P 500 ETF Trust

ETFs
-219
- 5.59%
$495.16 - $548.49 $108K - $120K
3.7K $2.01M
ABBV
Abb Vie Inc.

Healthcare
-23
- 0.79%
$154.79 - $180.76 $3.56K - $4.16K
2.89K $494K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-363
- 7.31%
$108.78 - $119.23 $39.5K - $43.3K
4.6K $546K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-287
- 3.0%
$39.68 - $42.17 $11.4K - $12.1K
9.29K $384K
MPW
Medical Properties Trust Inc

Real Estate
-30
- 0.19%
$3.99 - $5.85 $120 - $176
15.6K $67K
VV
Vanguard Large Cap ETF

ETFs
-44
- 4.95%
$227.27 - $251.65 $10K - $11.1K
845 $210K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-49
- 1.01%
$57.86 - $62.21 $2.84K - $3.05K
4.8K $289K
FIS
Fidelity National Information Services, Inc.

Technology
-62
- 1.52%
$67.2 - $78.36 $4.17K - $4.86K
4.02K $302K
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 0.97%
$180.08 - $204.79 $17.5K - $19.9K
9.94K $2.01M
CARR
Carrier Global Corp

Industrials
-718
- 7.88%
$53.38 - $66.22 $38.3K - $47.5K
8.4K $529K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-31
- 0.66%
$54.5 - $57.58 $1.69K - $1.78K
4.68K $269K
GLD
Spdr Gold Trust

ETFs
-1
- 0.07%
$207.82 - $224.56 $208 - $225
1.51K $325K
ELV
Elevance Health, Inc.

Healthcare
-6
- 0.5%
$497.49 - $547.8 $2.98K - $3.29K
1.2K $649K
ORCL
Oracle Corp

Technology
-80
- 3.28%
$113.75 - $144.64 $9.1K - $11.6K
2.36K $333K
AMGN
Amgen Inc

Healthcare
-75
- 3.46%
$262.75 - $319.31 $19.7K - $23.9K
2.09K $654K
PM
Philip Morris International Inc.

Consumer Defensive
-33
- 0.71%
$88.6 - $104.24 $2.92K - $3.44K
4.59K $465K
LRCX
Lam Research Corp

Technology
-14
- 1.29%
$868.07 - $1089.58 $12.2K - $15.3K
1.07K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 1.76%
$704.88 - $870.75 $12K - $14.8K
947 $804K
QCOM
Qualcomm Inc

Technology
-109
- 2.33%
$157.63 - $227.09 $17.2K - $24.8K
4.58K $911K
AMAT
Applied Materials Inc

Technology
-5
- 0.09%
$189.46 - $247.83 $947 - $1.24K
5.58K $1.32M
DELL
Dell Technologies Inc.

Technology
-15
- 0.17%
$114.87 - $179.21 $1.72K - $2.69K
8.88K $1.22M
AVGO
Broadcom Inc.

Technology
-27
- 2.2%
$1204.71 - $1828.87 $32.5K - $49.4K
1.2K $1.92M
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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