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| Name: |
CFO4Life Group LLC |
| City: |
COPPELL |
| State: |
TX |
| Zip: |
75019 |
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data |
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| Holdings
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20 |
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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 |
|
TMUS |
T-Mobile Us Inc |
67 |
New |
$164.00 |
$932,000 |
5,709 |
0.17% |
932,000 |
5,709 |
0 |
Wireless Communications |
|
|
QCOM |
QUALCOMM Inc |
78 |
New |
$193.86 |
$793,000 |
4,686 |
0.14% |
793,000 |
4,686 |
0 |
Communication Equipment |
|
|
HIG |
Hartford Financial Services... |
81 |
New |
$103.17 |
$769,000 |
7,467 |
0.14% |
769,000 |
7,467 |
0.002 |
Property & Casualty I... |
|
|
CI |
Cigna Corporation |
89 |
New |
$338.71 |
$735,000 |
2,023 |
0.13% |
735,000 |
2,023 |
0.001 |
Health Care Plans |
|
|
APP |
Applovin Corp |
95 |
New |
$82.49 |
$696,000 |
10,058 |
0.13% |
696,000 |
10,058 |
0 |
N/A |
|
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
133 |
New |
$0.00 |
$385,000 |
7,092 |
0.07% |
385,000 |
7,092 |
0.008 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
136 |
New |
$168.04 |
$368,000 |
2,173 |
0.07% |
368,000 |
2,173 |
0.001 |
Closed - End Fund - E... |
|
|
SCHW |
Charles Schwab Corp |
143 |
New |
$78.78 |
$321,000 |
4,432 |
0.06% |
321,000 |
4,432 |
0 |
Investment Brokerage ... |
|
|
ORCL |
Oracle Corp |
147 |
New |
$123.50 |
$306,000 |
2,439 |
0.06% |
306,000 |
2,439 |
0 |
Application Software |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
164 |
New |
$40.41 |
$235,000 |
5,489 |
0.04% |
235,000 |
5,489 |
0.008 |
Drug Manufacturers - ... |
|
|
XT |
Ishares Exponential Technol... |
165 |
New |
$0.00 |
$235,000 |
3,935 |
0.04% |
235,000 |
3,935 |
0 |
N/A |
|
|
TMO |
Thermo Fisher Scientific |
167 |
New |
$595.30 |
$234,000 |
402 |
0.04% |
234,000 |
402 |
0 |
Medical Laboratories ... |
|
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VV |
Vanguard Large Cap VIPERS |
175 |
New |
$243.09 |
$213,000 |
889 |
0.04% |
213,000 |
889 |
0.001 |
Closed - End Fund - E... |
|
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PGR |
Progressive Corp |
176 |
New |
$209.22 |
$211,000 |
1,018 |
0.04% |
211,000 |
1,018 |
0 |
Property & Casualty I... |
|
|
PDN |
Invesco Ftse Rafi Developed... |
178 |
New |
$33.65 |
$205,000 |
6,237 |
0.04% |
205,000 |
6,237 |
0 |
Closed - End Fund - Debt |
|
|
BBT |
Truist Financial Corp |
177 |
New |
$35.64 |
$205,000 |
5,271 |
0.04% |
205,000 |
5,271 |
0 |
Domestic Regional Banks |
|
|
RTX |
RTX Corp |
179 |
New |
$101.02 |
$205,000 |
2,097 |
0.04% |
205,000 |
2,097 |
0 |
Conglomerates |
|
|
HON |
Honeywell International Inc |
180 |
New |
$205.97 |
$204,000 |
994 |
0.04% |
204,000 |
994 |
0 |
Conglomerates |
|
|
FNDF |
Schwab Fundamental Internat... |
181 |
New |
$36.43 |
$201,000 |
5,655 |
0.04% |
201,000 |
5,655 |
0 |
N/A |
|
|
ECC |
Eagle Point Credit Co Inc. |
192 |
New |
$10.21 |
$105,000 |
10,370 |
0.02% |
105,000 |
10,370 |
0.075 |
N/A |
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