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  Name: CFO4Life Group LLC
  City: COPPELL
  State: TX
  Zip: 75019
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $551,023,000
  Total Value Change : $27,282,000
  Securities Held Change : 17
   
All Securities Held : 200
  New Positions : 22
  Closed Positions : 10
  Increased Positions : 87
  Unchanged Positions : 19
  Decreased Positions : 72

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Holdings Found : 19     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (UNP)1 Year Chart         UNP Union Pacific Corp 74 - $245.90 $828,000 3,366 0.15% 1,000 0 0.001    Railroads
   (MPLX)1 Year Chart         MPLX Mplx Lp 79 - $40.40 $790,000 19,000 0.14% 92,000 0 0.002    Oil & Gas Pipelines &...
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 86 - $0.00 $748,000 37,095 0.14% 28,000 0 0.042    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 104 - $36.76 $588,000 16,263 0.11% 2,000 0 0.001    Oil & Gas Pipelines &...
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 134 - $61.20 $372,000 6,152 0.07% 39,000 0 0.006    Closed - End Fund - Debt
   (AOM)1 Year Chart         AOM iShares Trust 141 - $42.78 $339,000 7,935 0.06% 10,000 0 0.025    Closed - End Fund - Debt
   (HYIN)1 Year Chart         HYIN Wisdomtree Alternative Inco... 148 - $0.00 $304,000 16,187 0.06% -2,000 0 0.18    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 155 - $125.53 $271,000 2,200 0.05% 13,000 0 0.001    Closed - End Fund - E...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 157 - $90.16 $269,000 2,950 0.05% 35,000 0 0.008    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 163 - $302.00 $247,000 824 0.04% 21,000 0 0.002    Closed - End Fund - E...
   (SACH)1 Year Chart         SACH Sachem Capital Corp. 174 - $0.00 $219,000 49,100 0.04% 35,000 0 0.222    N/A
   (SLRC)1 Year Chart         SLRC Solar Capital Ltd. 185 - $16.16 $184,000 12,000 0.03% 4,000 0 0.028    Diversified Investments
   (PTY)1 Year Chart         PTY Pimco Corporate Opportunity... 188 - $14.15 $168,000 11,305 0.03% 18,000 0 0.015    Closed - End Fund - Debt
   (CWK)1 Year Chart         CWK Cushman & Wakefield Plc 191 - $11.65 $108,000 10,305 0.02% -3,000 0 0.005    N/A
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 193 - $6.29 $100,000 14,500 0.02% -8,000 0 0.013    N/A
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 194 - $2.74 $100,000 38,478 0.02% 8,000 0 0    Foreign Regional Banks
   (TPVG)1 Year Chart         TPVG Triplepoint Venture Growth ... 195 - $9.16 $95,000 10,000 0.02% -14,000 0 0.062    N/A
   (ACRE)1 Year Chart         ACRE Ares Commercial Real Estate... 196 - $6.83 $75,000 10,000 0.01% -29,000 0 0.03    REIT - Diversified
   (SMR)1 Year Chart         SMR Nuscale Power Ord Shs Class A 198 - $6.09 $54,000 10,240 0.01% 20,000 0 0.023    N/A

      19 Records Found
  1    
Page 1 of 1
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