CFO4Life Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$565M
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 Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFO4Life Group, LLC reported 220 stock holdings with total value $565M as of Q3 2024. Top holdings included VOO, UPS, JEPI, QUAL, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 220 $565M +$29M -$18.2M +$10.8M VOO, UPS, JEPI, QUAL, AAPL 13F-HR 11/12/2024, 12:10 PM
Q2 2024 205 $532M +$17.6M -$37.2M -$19.5M UPS, VOO, JEPI, QUAL, AAPL 13F-HR 7/31/2024, 02:28 PM
Q1 2024 200 $551M +$40.7M -$36.3M +$4.43M UPS, VOO, JEPI, QUAL, VLUE 13F-HR 5/6/2024, 03:51 PM
Q4 2023 183 $524M +$78.5M -$22.1M +$56.5M UPS, VOO, JEPI, AAPL, QUAL Restatement 2/12/2024, 03:44 PM
Q3 2023 171 $433M +$12M -$18.7M -$6.72M UPS, VOO, JEPI, AAPL, VWO 13F-HR 10/30/2023, 04:54 PM
Q2 2023 179 $466M +$16.8M -$8.77M +$8M UPS, VOO, DAR, JEPI, AAPL 13F-HR 8/7/2023, 12:09 PM
Q1 2023 165 $440M +$64.2M -$117M -$52.8M UPS, VOO, DAR, JEPI, AAPL 13F-HR 5/3/2023, 03:38 PM
Q4 2022 176 $471M +$118M -$44.3M +$73.3M UPS, VOO, DAR, UCON, AAPL 13F-HR 2/3/2023, 01:05 PM
Q3 2022 154 $376M +$17M -$19.4M -$2.45M UPS, VOO, DAR, AAPL, VLUE 13F-HR 10/19/2022, 02:15 PM
Q2 2022 145 $395M +$29.3M -$26.3M +$3.05M UPS, VOO, DAR, AAPL, VLUE 13F-HR 7/20/2022, 02:49 PM
Q1 2022 155 $477M +$47.2M -$37.8M +$9.37M UPS, VOO, DAR, AAPL, VLUE 13F-HR 5/2/2022, 09:47 AM
Q4 2021 154 $484M +$28.1M -$10.9M +$17.2M UPS, VOO, DAR, AAPL, VLUE 13F-HR 2/10/2022, 02:17 PM
Q3 2021 142 $430M +$23.1M -$16.6M +$6.45M UPS, VOO, DAR, VLUE, QUAL 13F-HR 10/12/2021, 01:07 PM
Q2 2021 141 $433M +$16.1M -$12.1M +$4.05M UPS, VOO, DAR, VLUE, QUAL 13F-HR 7/14/2021, 11:46 AM
Q1 2021 145 $402M +$69.9M -$33.5M +$36.4M UPS, VOO, DAR, QUAL, VLUE 13F-HR 4/20/2021, 01:02 PM
Q4 2020 141 $349M +$26.6M -$3.65M +$22.9M UPS, VOO, DAR, AAPL, QUAL 13F-HR 1/12/2021, 10:58 AM
Q3 2020 128 $295M +$22.5M -$14M +$8.52M UPS, VOO, AAPL, DAR, QUAL 13F-HR 10/13/2020, 01:20 PM
Q2 2020 127 $260M +$53M -$17.8M +$35.2M UPS, VOO, QUAL, MTUM, USMV 13F-HR 7/15/2020, 10:53 AM
Q1 2020 117 $187M +$21.7M -$29M -$7.24M UPS, VOO, MTUM, USMV, DBEF 13F-HR 4/16/2020, 10:00 AM
Q4 2019 135 $237M +$8.84M -$9.53M -$689K UPS, MTUM, USMV, DBEF, AAPL 13F-HR 1/22/2020, 02:08 PM
Q3 2019 123 $223M +$6.49M -$8.65M -$2.16M UPS, MTUM, USMV, DBEF, IJR 13F-HR 11/1/2019, 10:21 AM
Q2 2019 123 $219M +$21.9M -$19.6M +$2.36M UPS, MTUM, USMV, DBEF, IJR 13F-HR 7/29/2019, 02:21 PM
Q1 2019 122 $213M +$12.5M -$55.3M -$42.8M UPS, MTUM, IJR, VLUE, AAPL 13F-HR 4/22/2019, 02:56 PM
Q4 2018 120 $227M +$60.3M -$29.4M +$30.8M UPS, SPTM, MTUM, VLUE, SPDW 13F-HR 2/1/2019, 11:32 AM
Q3 2018 128 $226M +$26.6M -$40.4M -$13.8M UPS, MTUM, AAPL, NEAR, USMV 13F-HR 10/25/2018, 02:12 PM
Q2 2018 124 $221M +$113M -$11.9M +$101M UPS, PEP, MTUM, AAPL, USMV 13F-HR 8/1/2018, 10:15 AM
Q1 2018 95 $118M +$4.49M -$7.66M -$3.17M UPS, MTUM, VLUE, USMV, RSP 13F-HR 5/7/2018, 11:48 AM
Q4 2017 101 $127M +$5.48M -$6.86M -$1.38M UPS, MTUM, VLUE, USMV, LII 13F-HR 1/22/2018, 11:22 AM
Q3 2017 100 $124M +$13.3M -$4.63M +$8.67M UPS, MTUM, USMV, DAR, RSP 13F-HR 11/9/2017, 09:39 AM
Q2 2017 87 $109M +$14.2M -$18.8M -$4.57M UPS, MTUM, USMV, DAR, RSP 13F-HR 8/8/2017, 09:46 AM
Q1 2017 95 $110M $0 $0 UPS, VLUE, RSP, MTUM, LII 13F-HR 5/11/2017, 01:17 PM