Equal-WT
WhaleScore 2.0
?
Cfo4life Group is based out of Coppell. Cfo4life Group is a large advisory firm with 837 clients and discretionary assets under management (AUM) of $1,363,926,665 (Form ADV from 2023-11-20). Their last reported 13F filing for Q4 2023 included $523,734,983 in managed 13F securities
and a top 10 holdings concentration of 50.22%. Cfo4life Group's largest holding is United Parcel Service, Inc. Class B with shares held of 316,870. Whalewisdom has at least 39 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IEI iShares 3-7 Year Tre | 3.36% |
IEMG iShares Core MSCI Em | 2.02% |
JMST JPMorgan Ultra-Short | 1.79% |
JMUB JPMorgan Municipal E | 1.73% |
FBND Fidelity Total Bond | 1.28% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VWO VANGUARD EMERGING MA | 2.5% |
UPS United Parcel Servic | 1.91% |
DAR Darling Ingredients | 1.07% |
AAPL Apple Inc | 0.42% |
FIXD First Trust TCW Oppo | 0.33% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
UPS United Parcel Servic | 9.51% |
VOO VANGUARD 500 INDEX F | 7.12% |
JEPI JPMorgan Equity Prem | 5.59% |
AAPL Apple Inc | 4.96% |
QUAL iShares MSCI USA Qua | 4.85% |
2023-12-31
13F Activity
Market Value | $0.52b, Prior: $433m |
New Purchases | 29 stocks |
Added To | 59 stocks |
Sold out of | 17 stocks |
Reduced holdings in | 80 stocks |
Top 10 Holdings % | 50.22% |
Turnover %[1] | 25.14% |
Turnover Alt %[2] | 4.07% |
Time Held Top 20 | 13.55 quarters |
Time Held Top 10 | 15.5 quarters |
Time Held All | 13.52 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31