Cfo4 Life Group, LLC Portfolio Holdings
Cfo4 Life Group, LLC
- $528 Million
- Q2 2024
Cfo4 Life Group, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $528 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $44M, Vanguard Index Fds S&P 500 ETF with a value of $43.9M, J P Morgan Exchange Traded Fd with a value of $32.5M, Ishares Msci Usa Quality Facto with a value of $30.1M, and Apple Inc. with a value of $27.7M.
Examining the 13F form we can see an decrease of $21.5M in the current position value, from $550M to 528M.
Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$528 Million
ETFs: $283 Million
Technology: $63.3 Million
Industrials: $60.7 Million
Financial Services: $35.4 Million
Consumer Defensive: $25.6 Million
Consumer Cyclical: $21.6 Million
Communication Services: $16.5 Million
Healthcare: $10.1 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 205
- Current Value $528 Million
- Prior Value $550 Million
- Filing
- Period Q2 2024
- Filing Date July 31, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks