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CFO4LIFE GROUP, LLC

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COPPELL TX Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance