- New Purchases: PB, CVS, QRVO, AKAM, LULU, ABBV, NFLX, VWO, PYPL, NMFC, HTGC, BCLI,
- Added Positions: DBEF, USMV, VLUE, T, MTUM, TCPC, NOC, LII, JNJ, GOOGL, ETW, UNH, KO, CDW, SVRA, BABA, JPM, LYG, MDT, AFB, EPD, MCD, CII, CMCSA, ETV, WELL, GILD, SO, LMT, AMGN, VZ,
- Reduced Positions: DAR, IJR, BKNG, CVX, AMZN, AAPL, MSFT, V, JPST, CSX, GOOG, PFE, PEP, MMM, XOM, WM, ZBRA, LRCX, CSCO, FB, WMT, BLK, MA, TMO, COP, UNP, BAC, ICLR, MPC, PSX, FLT, SCHX, C, BRK.B, FDX, ON, SYK, NVS, ENB, PGR, LDOS, PM, BP, LUV,
- Sold Out: LTXB, WCG, HLT, CGBD, RSP, ADM, BTE, XPL,
For the details of CFO4Life Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cfo4life+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of CFO4Life Group, LLC- United Parcel Service Inc (UPS) - 315,358 shares, 15.80% of the total portfolio. Shares reduced by 0.16%
- iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 117,721 shares, 6.33% of the total portfolio. Shares added by 1.31%
- iShares Edge MSCI Min Volatility USA ETF (USMV) - 212,801 shares, 5.98% of the total portfolio. Shares added by 4.84%
- Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF) - 363,605 shares, 5.26% of the total portfolio. Shares added by 10.42%
- Apple Inc (AAPL) - 38,917 shares, 4.89% of the total portfolio. Shares reduced by 2.58%
CFO4Life Group, LLC initiated holding in Prosperity Bancshares Inc. The purchase prices were between $67.35 and $73.95, with an estimated average price of $70.67. The stock is now traded at around $69.31. The impact to a portfolio due to this purchase was 1.11%. The holding were 36,036 shares as of .
New Purchase: CVS Health Corp (CVS)CFO4Life Group, LLC initiated holding in CVS Health Corp. The purchase prices were between $60.38 and $76.58, with an estimated average price of $70.48. The stock is now traded at around $74.13. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,583 shares as of .
New Purchase: Qorvo Inc (QRVO)CFO4Life Group, LLC initiated holding in Qorvo Inc. The purchase prices were between $71.37 and $117.96, with an estimated average price of $97.51. The stock is now traded at around $116.60. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,528 shares as of .
New Purchase: Akamai Technologies Inc (AKAM)CFO4Life Group, LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $83.34 and $91.89, with an estimated average price of $87.35. The stock is now traded at around $96.13. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,658 shares as of .
New Purchase: Lululemon Athletica Inc (LULU)CFO4Life Group, LLC initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $244.35. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,000 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)CFO4Life Group, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $115.97. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,849 shares as of .
Added: AT&T Inc (T)CFO4Life Group, LLC added to a holding in AT&T Inc by 30.62%. The purchase prices were between $36.82 and $39.63, with an estimated average price of $38.24. The stock is now traded at around $39.09. The impact to a portfolio due to this purchase was 0.09%. The holding were 22,547 shares as of .
Added: BlackRock TCP Capital Corp (TCPC)CFO4Life Group, LLC added to a holding in BlackRock TCP Capital Corp by 93.10%. The purchase prices were between $13.15 and $14.48, with an estimated average price of $13.98. The stock is now traded at around $14.27. The impact to a portfolio due to this purchase was 0.08%. The holding were 27,945 shares as of .
Added: Northrop Grumman Corp (NOC)CFO4Life Group, LLC added to a holding in Northrop Grumman Corp by 30.16%. The purchase prices were between $337.85 and $368.98, with an estimated average price of $351.33. The stock is now traded at around $376.45. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,230 shares as of .
Added: Savara Inc (SVRA)CFO4Life Group, LLC added to a holding in Savara Inc by 48.99%. The purchase prices were between $0.71 and $4.91, with an estimated average price of $1.19. The stock is now traded at around $3.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 21,289 shares as of .
Sold Out: LegacyTexas Financial Group Inc (LTXB)CFO4Life Group, LLC sold out a holding in LegacyTexas Financial Group Inc. The sale prices were between $41.89 and $45.32, with an estimated average price of $43.46.
Sold Out: WellCare Health Plans Inc (WCG)CFO4Life Group, LLC sold out a holding in WellCare Health Plans Inc. The sale prices were between $258.37 and $332.8, with an estimated average price of $301.65.
Sold Out: Hilton Worldwide Holdings Inc (HLT)CFO4Life Group, LLC sold out a holding in Hilton Worldwide Holdings Inc. The sale prices were between $90.7 and $112.39, with an estimated average price of $100.73.
Sold Out: TCG BDC Inc (CGBD)CFO4Life Group, LLC sold out a holding in TCG BDC Inc. The sale prices were between $13.15 and $14.53, with an estimated average price of $13.84.
Sold Out: Invesco S&P 500 Equal Weight ETF (RSP)CFO4Life Group, LLC sold out a holding in Invesco S&P 500 Equal Weight ETF. The sale prices were between $103.92 and $115.93, with an estimated average price of $111.26.
Sold Out: Archer-Daniels Midland Co (ADM)CFO4Life Group, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $38.4 and $46.35, with an estimated average price of $42.74.
Here is the complete portfolio of CFO4Life Group, LLC. Also check out:
1. CFO4Life Group, LLC's Undervalued Stocks
2. CFO4Life Group, LLC's Top Growth Companies, and
3. CFO4Life Group, LLC's High Yield stocks
4. Stocks that CFO4Life Group, LLC keeps buying