CFO4Life, L.P.

13F Filings History

Latest 13F report
Q4 2022 - Jan 11, 2023
Value $
$471M
Signature - Title
Kevin Woodard - Chief Compliance Officer
Location
Coppell, TX
Summary
This page shows a list of all the recent 13F filings made by CFO4Life, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFO4Life, L.P. reported 176 stock holdings with total value $471M as of Q4 2022. Top holdings included UPS, VOO, DAR, UCON, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 176 $471M $0 $0 UPS, VOO, DAR, UCON, AAPL 13F-HR 1/11/2023, 05:26 PM
Q4 2016 91 $121M +$16.1M -$14.2M +$1.93M UPS, DBEF, DGRO, VLUE, RSP 13F-HR 1/30/2017, 12:28 PM
Q3 2016 84 $115M +$6.14M -$10M -$3.87M UPS, DBEF, USMV, EFAV, DGRO 13F-HR 10/27/2016, 10:24 AM
Q2 2016 88 $117M +$8.87M -$5.37M +$3.5M UPS, DBEF, USMV, EFAV, QUAL 13F-HR 8/8/2016, 02:44 PM
Q1 2016 84 $112M +$34.2M -$30.1M +$4.16M UPS, DBEF, USMV, QUAL, DGRO 13F-HR 5/13/2016, 09:58 AM
Q4 2015 70 $105M +$14.4M -$4.2M +$10.2M UPS, DBEF, SPY, IWR, DON 13F-HR 2/4/2016, 04:30 PM
Q3 2015 67 $94.1M +$6.95M -$25.6M -$18.6M UPS, SPY, DBEF, IWR, LTXB 13F-HR 11/5/2015, 03:09 PM
Q2 2015 82 $120M +$5.59M -$5.15M +$444K UPS, SPY, VYM, DON, DBEF 13F-HR 8/6/2015, 11:51 AM
Q1 2015 85 $120M +$28M -$25.7M +$2.26M UPS, SPY, VYM, DON, IWR 13F-HR 5/5/2015, 05:08 PM
Q4 2014 79 $121M $0 $0 UPS, SPY, IWR, ETB, IWM 13F-HR 2/12/2015, 06:04 PM