Managers / Q3 2019 · view latest →
CFO4Life Group, LLC
CIK 0001706351 · 735 PLAZA BLVD., SUITE 100, COPPELL, TX, 75019 · 216-637-9500
Reported Value
$223M
Q3 2019
Positions
124
Filings on Record
31
2019–present window
Filed
Nov 1, 2019
original filing
Summary
Cfo4life Group, Llc reported $223M in U.S.-listed holdings across 124 positions for Q3 2019.
Its largest position, UPS, represents 17.0% of the portfolio.
Compared with Q2 2019, the fund opened 11 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 63.8% · $142M
- ETP · 33.3% · $74M
- Closed-End Fund · 1.0% · $2M
- REIT · 0.6% · $1M
- ADR · 0.6% · $1M
- Other · 0.7% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $656M | 210 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $702M | 242 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $688M | 236 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $640M | 228 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $594M | 221 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $569M | 219 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $565M | 220 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $532M | 205 | Jul 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $551M | 200 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $524M | 183 | Feb 12, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $433M | 171 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $466M | 179 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $440M | 165 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $470.5B | 176 | Feb 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $376M | 154 | Oct 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $403M | 145 | Jul 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $477M | 155 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $484M | 154 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $430M | 142 | Oct 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $433M | 141 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $402M | 145 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $349M | 142 | Jan 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $295M | 128 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $260M | 127 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $187M | 117 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $237M | 135 | Jan 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $223M | 124 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $219M | 124 | Jul 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $213M | 122 | Apr 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $227M | 120 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.