- New Purchases: VOO, IXUS, FTNT, BMY, BND, NEAR, CRL, LHX, KEYS, SCHW, BE, CPE,
- Added Positions: USMV, DAR, T, PB, VWO, AMZN, DIS, MO, LAMR, DUK, XOM, TCPC, CVX, VZ, ENB, BP, LYG, MMP, PM, EPD,
- Reduced Positions: EMLP, ITOT, IJR, AAPL, AMGN, MTUM, V, LRCX, WM, MSFT, MMM, GOOGL, HD, GOOG, FB, ETV, ICLR, CDW, C, PGR, PFE, GILD, LDOS, PEP, ZBRA, ETB, FLT, CII, BLK, JPM, SYK, LII, ETW, INTC, TMO, NVS, WMT, NOC, CMCSA, FDX, CSCO, UNH, QRVO, NFLX, NE, JPST, NMFC, COP, AKAM, BABA,
- Sold Out: VLUE, SCHB, CNC, ON, LUV, CFG, SCHX, CVS, MPC, SO, PSX, WELL, YUM, BAC, VBK, EW, MDT, LULU, NOBL, VTR, ABBV, XMLV, BA, PYPL, AFB, HTGC,
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) - 318,214 shares, 16.29% of the total portfolio. Shares added by 0.91%
- Vanguard S&P 500 (VOO) - 55,501 shares, 7.20% of the total portfolio. New Position
- iShares Edge MSCI USA Momentum Factor (MTUM) - 115,966 shares, 6.77% of the total portfolio. Shares reduced by 1.49%
- iShares Edge MSCI Min Vol USA (USMV) - 227,986 shares, 6.75% of the total portfolio. Shares added by 7.14%
- Xtrackers MSCI EAFE Hedged Equity (DBEF) - 364,107 shares, 5.35% of the total portfolio. Shares added by 0.14%
CFO4Life Group, LLC initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $255.69. The impact to a portfolio due to this purchase was 7.2%. The holding were 55,501 shares as of .
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)CFO4Life Group, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $48.21. The impact to a portfolio due to this purchase was 0.35%. The holding were 13,614 shares as of .
New Purchase: Fortinet Inc (FTNT)CFO4Life Group, LLC initiated holding in Fortinet Inc. The purchase prices were between $75.7 and $121.33, with an estimated average price of $107.49. The stock is now traded at around $109.16. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,496 shares as of .
New Purchase: Bristol-Myers Squibb Company (BMY)CFO4Life Group, LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $60.13. The impact to a portfolio due to this purchase was 0.24%. The holding were 7,776 shares as of .
New Purchase: Vanguard Total Bond Market ETF (BND)CFO4Life Group, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $80.15 and $87.76, with an estimated average price of $84.6. The stock is now traded at around $87.80. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,613 shares as of .
New Purchase: iShares Short Maturity Bond (NEAR)CFO4Life Group, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.12. The impact to a portfolio due to this purchase was 0.21%. The holding were 8,038 shares as of .
Added: AT&T Inc (T)CFO4Life Group, LLC added to a holding in AT&T Inc by 35.62%. The purchase prices were between $26.77 and $39.37, with an estimated average price of $36.28. The stock is now traded at around $30.05. The impact to a portfolio due to this purchase was 0.13%. The holding were 30,578 shares as of .
Added: Vanguard FTSE Emerging Markets (VWO)CFO4Life Group, LLC added to a holding in Vanguard FTSE Emerging Markets by 119.30%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.15. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,375 shares as of .
Added: The Walt Disney Co (DIS)CFO4Life Group, LLC added to a holding in The Walt Disney Co by 61.29%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $102.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,500 shares as of .
Added: Lloyds Banking Group PLC (LYG)CFO4Life Group, LLC added to a holding in Lloyds Banking Group PLC by 21.23%. The purchase prices were between $1.34 and $3.34, with an estimated average price of $2.6. The stock is now traded at around $1.42. The impact to a portfolio due to this purchase was 0.01%. The holding were 31,284 shares as of .
Sold Out: iShares Edge MSCI USA Value Factor (VLUE)CFO4Life Group, LLC sold out a holding in iShares Edge MSCI USA Value Factor. The sale prices were between $55.33 and $91.41, with an estimated average price of $81.65.
Sold Out: Schwab U.S. Broad Market (SCHB)CFO4Life Group, LLC sold out a holding in Schwab U.S. Broad Market. The sale prices were between $52.35 and $80.88, with an estimated average price of $73.19.
Sold Out: Centene Corp (CNC)CFO4Life Group, LLC sold out a holding in Centene Corp. The sale prices were between $45.55 and $68.02, with an estimated average price of $60.83.
Sold Out: ON Semiconductor Corp (ON)CFO4Life Group, LLC sold out a holding in ON Semiconductor Corp. The sale prices were between $8.45 and $25.62, with an estimated average price of $19.75.
Sold Out: Southwest Airlines Co (LUV)CFO4Life Group, LLC sold out a holding in Southwest Airlines Co. The sale prices were between $30.86 and $58.54, with an estimated average price of $49.85.
Sold Out: Citizens Financial Group Inc (CFG)CFO4Life Group, LLC sold out a holding in Citizens Financial Group Inc. The sale prices were between $15.32 and $40.87, with an estimated average price of $32.97.
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