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| Name: |
CFO4Life L.P. |
| City: |
COPPELL |
| State: |
TX |
| Zip: |
75019 |
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data |
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| Holdings
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26 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UPS |
United Parcel Service Inc |
1 |
- |
$146.43 |
$55,503,000 |
319,274 |
11.8% |
20,848,000 |
16,976 |
0.045 |
AirDelivery & Freight... |
|
|
DAR |
Darling International Inc |
3 |
- |
$42.82 |
$29,193,000 |
466,421 |
6.2% |
26,481,000 |
256,340 |
0.286 |
Cleaning Products |
|
|
AAPL |
Apple Inc |
5 |
- |
$183.38 |
$18,061,000 |
139,007 |
3.84% |
15,848,000 |
119,898 |
0.001 |
Personal Computers |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
6 |
- |
$0.00 |
$16,283,000 |
142,887 |
3.46% |
15,388,000 |
129,934 |
0.008 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
7 |
- |
$0.00 |
$15,652,000 |
107,257 |
3.33% |
13,046,000 |
72,903 |
0.013 |
N/A |
|
|
VLUE |
Ishares Msci Usa Value Factor |
8 |
- |
$0.00 |
$12,786,000 |
140,291 |
2.72% |
7,394,000 |
63,472 |
0.014 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
15 |
- |
$107.13 |
$8,117,000 |
85,769 |
1.73% |
7,830,000 |
83,684 |
0.015 |
Closed - End Fund - E... |
|
|
PG |
Procter & Gamble Co |
31 |
- |
$164.46 |
$2,999,000 |
19,788 |
0.64% |
2,739,000 |
16,696 |
0.001 |
Cleaning Products |
|
|
XOM |
Exxon Mobil Corp |
33 |
- |
$116.00 |
$2,777,000 |
25,180 |
0.59% |
2,495,000 |
22,052 |
0.001 |
Integrated Oil & Gas |
|
|
JNJ |
Johnson & Johnson |
44 |
- |
$149.27 |
$2,140,000 |
12,112 |
0.45% |
1,719,000 |
8,455 |
0 |
Drug Manufacturers - ... |
|
|
GOOGL |
Alphabet Inc |
45 |
- |
$167.24 |
$2,093,000 |
23,723 |
0.44% |
1,576,000 |
23,071 |
0 |
Search Engines & Info... |
|
|
CVX |
Chevron Corp |
54 |
- |
$160.25 |
$1,421,000 |
7,918 |
0.3% |
1,120,000 |
5,364 |
0 |
Integrated Oil & Gas |
|
|
JPM |
JP Morgan Chase & Co |
58 |
- |
$190.51 |
$1,134,000 |
8,460 |
0.24% |
635,000 |
2,682 |
0 |
Domestic Money Center... |
|
|
GILD |
Gilead Sciences Inc |
64 |
- |
$64.78 |
$968,000 |
11,270 |
0.21% |
176,000 |
210 |
0.001 |
Biotechnology |
|
|
ABBV |
Abbvie Inc. |
76 |
- |
$163.79 |
$713,000 |
4,415 |
0.15% |
713,000 |
4,415 |
0.001 |
Drug Manufacturers - ... |
|
|
EPD |
Enterprise Products Partner... |
78 |
- |
$28.10 |
$706,000 |
29,261 |
0.15% |
270,000 |
13,125 |
0.001 |
Independent Oil & Gas |
|
|
UNP |
Union Pacific Corp |
80 |
- |
$240.36 |
$699,000 |
3,376 |
0.15% |
422,000 |
705 |
0.001 |
Railroads |
|
|
CVS |
CVS/Caremark Corp |
92 |
- |
$55.90 |
$631,000 |
6,769 |
0.13% |
347,000 |
3,168 |
0.001 |
Drug Stores |
|
|
CFG |
Citizens Financial Group, Inc. |
99 |
- |
$35.39 |
$555,000 |
14,087 |
0.12% |
292,000 |
6,697 |
0.003 |
N/A |
|
|
MMP |
Magellan Midstream Partners LP |
103 |
- |
$69.00 |
$494,000 |
9,835 |
0.1% |
114,000 |
4,813 |
0.004 |
Oil & Gas Equipment &... |
|
|
PM |
Philip Morris International... |
113 |
- |
$97.40 |
$426,000 |
4,204 |
0.09% |
139,000 |
1,072 |
0 |
Cigarettes & Other To... |
|
|
LAMR |
Lamar Advertising Co |
117 |
- |
$115.08 |
$394,000 |
4,172 |
0.08% |
183,000 |
1,037 |
0.005 |
Marketing Services |
|
|
MO |
Altria Group Inc |
119 |
- |
$43.59 |
$391,000 |
8,555 |
0.08% |
104,000 |
4,309 |
0 |
Cigarettes & Other To... |
|
|
DIS |
Walt Disney Co |
142 |
- |
$113.66 |
$268,000 |
3,085 |
0.06% |
-35,000 |
181 |
0 |
Entertainment - Diver... |
|
|
VZ |
Verizon Communications Inc |
145 |
- |
$38.89 |
$257,000 |
6,521 |
0.05% |
-65,000 |
498 |
0 |
Telecom Services - Do... |
|
|
KMI |
Kinder Morgan Inc |
150 |
- |
$18.57 |
$242,000 |
13,401 |
0.05% |
242,000 |
13,401 |
0.001 |
Gas Utilities |
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