Cfo4 Life Group, LLC Reduced Holdings in Q4 2024

Cfo4 Life Group, LLC

  • $559 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-111K
- 74.05%
$45.07 - $47.1 $5M - $5.22M
38.9K $1.76M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-77.4K
- 40.51%
$42.84 - $45.38 $3.32M - $3.51M
114K $4.88M
UPS
United Parcel Service Inc

Industrials
-3.76K
- 1.17%
$122.65 - $138.35 $461K - $520K
316K $39.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27.5K
- 76.04%
$71.75 - $75.11 $1.97M - $2.07M
8.67K $623K
DAR
Darling Ingredients Inc.

Consumer Defensive
-7K
- 2.87%
$33.0 - $43.05 $231K - $301K
237K $7.99M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-258
- 0.16%
$115.08 - $119.55 $29.7K - $30.8K
162K $18.7M
IEMG
Ishares Inc

ETFs
-9.74K
- 56.38%
N/A
7.53K $403K
VEA
Vanguard Ftse Developed Market

ETFs
-5.89K
- 21.2%
$47.57 - $52.44 $280K - $309K
21.9K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.02%
$385.02 - $431.37 $1.93K - $2.16K
23.1K $8.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.41K
- 1.48%
$113.92 - $127.38 $161K - $180K
94.1K $10.8M
PEP
Pepsico Inc

Consumer Defensive
-123
- 0.85%
$151.29 - $176.1 $18.6K - $21.7K
14.3K $2.17M
BOND
Pimco Active Bond Exchange Tra

ETFs
-2K
- 15.49%
$90.42 - $94.5 $181K - $189K
10.9K $985K
FSK
Fs Kkr Capital Corp

Financial Services
-13.4K
- 40.77%
$19.71 - $22.22 $264K - $298K
19.5K $422K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 1.67%
$485.52 - $625.25 $20.9K - $26.9K
2.53K $1.28M
CSX
Csx Corp

Industrials
-215
- 0.23%
$31.58 - $36.88 $6.79K - $7.93K
94.6K $3.05M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.97K
- 5.08%
$111.85 - $120.71 $333K - $359K
55.6K $6.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-4.07K
- 39.53%
$47.98 - $49.47 $195K - $201K
6.22K $300K
WM
Waste Management Inc

Industrials
-158
- 0.57%
$201.79 - $228.46 $31.9K - $36.1K
27.8K $5.6M
NEE
Nextera Energy Inc

Utilities
-447
- 4.41%
$69.77 - $85.43 $31.2K - $38.2K
9.68K $694K
CARR
Carrier Global Corp

Industrials
-360
- 4.25%
$66.69 - $82.65 $24K - $29.8K
8.11K $553K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-3.34K
- 10.27%
$23.79 - $24.6 $79.5K - $82.2K
29.2K $695K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.58K
- 2.98%
$50.37 - $50.6 $79.5K - $79.9K
51.4K $2.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-788
- 15.19%
$96.64 - $101.23 $76.2K - $79.8K
4.4K $426K
PGR
Progressive Corp

Financial Services
-160
- 4.32%
$239.6 - $268.88 $38.3K - $43K
3.55K $849K
MUB
Ishares National Muni Bond ETF

ETFs
-707
- 9.99%
$105.78 - $108.7 $74.8K - $76.9K
6.37K $678K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-443
- 3.41%
$88.59 - $94.57 $39.2K - $41.9K
12.5K $1.11M
CMCSA
Comcast Corp

Communication Services
-720
- 7.0%
$37.39 - $45.14 $26.9K - $32.5K
9.57K $359K
NTAP
Net App, Inc.

Technology
-199
- 3.17%
$115.31 - $131.11 $22.9K - $26.1K
6.08K $705K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-52
- 0.7%
$107.06 - $123.74 $5.57K - $6.43K
7.34K $802K
VZ
Verizon Communications Inc

Communication Services
-384
- 3.85%
$39.6 - $45.21 $15.2K - $17.4K
9.58K $383K
INTC
Intel Corp

Technology
-527
- 3.68%
$19.07 - $26.23 $10K - $13.8K
13.8K $276K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-5.64K
- 19.29%
$8.1 - $9.04 $45.7K - $50.9K
23.6K $195K
MRK
Merck & Co., Inc.

Healthcare
-179
- 6.37%
$96.31 - $114.76 $17.2K - $20.5K
2.63K $261K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-267
- 12.19%
$174.22 - $187.62 $46.5K - $50.1K
1.92K $336K
PSX
Phillips 66

Energy
-53
- 2.13%
$110.35 - $138.93 $5.85K - $7.36K
2.44K $277K
LAMR
Lamar Advertising CO

Real Estate
-65
- 1.81%
$121.37 - $138.11 $7.89K - $8.98K
3.53K $429K
DVY
Ishares Tr

ETFs
-280
- 12.26%
$129.55 - $143.41 $36.3K - $40.2K
2K $263K
MDT
Medtronic PLC

Healthcare
-95
- 2.72%
$79.61 - $92.24 $7.56K - $8.76K
3.4K $271K
CB
Chubb LTD

Financial Services
-23
- 0.76%
$271.57 - $301.89 $6.25K - $6.94K
2.99K $825K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-132
- 2.73%
$58.88 - $64.8 $7.77K - $8.55K
4.71K $277K
EIX
Edison International

Utilities
-112
- 3.08%
$77.93 - $88.36 $8.73K - $9.9K
3.52K $280K
NFLX
Netflix Inc

Communication Services
-147
- 27.79%
$687.65 - $936.56 $101K - $138K
382 $340K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.24K
- 10.03%
$12.1 - $13.76 $15K - $17K
11.1K $134K
MPW
Medical Properties Trust Inc

Real Estate
-50
- 0.36%
$3.72 - $5.77 $186 - $289
14K $55K
AAL
American Airlines Group Inc.

Industrials
-2.38K
- 12.02%
N/A
17.4K $192K
CAT
Caterpillar Inc

Industrials
-3
- 0.37%
$360.37 - $416.88 $1.08K - $1.25K
814 $295K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-2.29K
- 14.7%
$8.36 - $8.71 $19.1K - $19.9K
13.3K $111K
GLD
Spdr Gold Trust

ETFs
-86
- 5.68%
$236.59 - $257.5 $20.3K - $22.1K
1.43K $345K
VT
Vanguard Total World Stk Index

ETFs
-98
- 3.46%
$117.09 - $123.07 $11.5K - $12.1K
2.73K $320K
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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