Cfo4 Life Group, LLC Portfolio Holdings
Cfo4 Life Group, LLC
- $559 Million
- Q4 2024
Cfo4 Life Group, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $559 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.9M, United Parcel Service Inc with a value of $39.9M, J P Morgan Exchange Traded Fd with a value of $33.3M, Apple Inc. with a value of $32M, and Ishares Msci Usa Quality Facto with a value of $31.7M.
Examining the 13F form we can see an decrease of $994K in the current position value, from $560M to 559M.
Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$559 Million
ETFs: $294 Million
Technology: $69.3 Million
Industrials: $56.7 Million
Financial Services: $38.5 Million
Consumer Defensive: $32.4 Million
Consumer Cyclical: $26.3 Million
Communication Services: $19.5 Million
Healthcare: $9.31 Million
Other: $12.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 219
- Current Value $559 Million
- Prior Value $560 Million
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks