Managers / Q2 2024 · view latest →
CFO4Life Group, LLC
CIK 0001706351 · 735 PLAZA BLVD., SUITE 100, COPPELL, TX, 75019 · 216-637-9500
Reported Value
$532M
Q2 2024
Positions
205
Filings on Record
31
2019–present window
Filed
Jul 31, 2024
original filing
Summary
Cfo4life Group, Llc reported $532M in U.S.-listed holdings across 205 positions for Q2 2024.
Its largest position, UPS, represents 8.3% of the portfolio.
Compared with Q1 2024, the fund opened 19 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
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 ↗.