Cfo4 Life Group, LLC Portfolio Holdings
Cfo4 Life Group, LLC
- $560 Million
- Q3 2024
Cfo4 Life Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $560 Million distributed in 220 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 $46.2M, United Parcel Service Inc with a value of $43.6M, J P Morgan Exchange Traded Fd with a value of $33M, Ishares Msci Usa Quality Facto with a value of $31.2M, and Apple Inc. with a value of $29.8M.
Examining the 13F form we can see an increase of $31.7M in the current position value, from $528M to 560M.
Below you can find more details about Cfo4 Life Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$560 Million
ETFs: $297 Million
Technology: $64.4 Million
Industrials: $61.1 Million
Financial Services: $38.7 Million
Consumer Defensive: $32.8 Million
Consumer Cyclical: $23.9 Million
Communication Services: $16.9 Million
Healthcare: $11.1 Million
Other: $13.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 220
- Current Value $560 Million
- Prior Value $528 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks