CFO4Life Group, LLC Buys First Trust TCW Opportunistic Fixed Income ETF, IQ MacKay Municipal Insured, Vanguard Total Bond Market ETF, Sells Xtrackers MSCI EAFE Hedged Equity, First Trust North American Energy Infrastructure F, Fleetcor Technologies Inc

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Jul 15, 2020
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Investment company CFO4Life Group, LLC (Current Portfolio) buys First Trust TCW Opportunistic Fixed Income ETF, IQ MacKay Municipal Insured, Vanguard Total Bond Market ETF, Darling Ingredients Inc, Vanguard S&P 500, sells Xtrackers MSCI EAFE Hedged Equity, First Trust North American Energy Infrastructure F, Fleetcor Technologies Inc, UnitedHealth Group Inc, Charles Schwab Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, CFO4Life Group, LLC. As of 2020Q2, CFO4Life Group, LLC owns 122 stocks with a total value of $242 million. These are the details of the buys and sells.

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
  1. United Parcel Service Inc (UPS) - 317,638 shares, 14.60% of the total portfolio. Shares reduced by 0.18%
  2. Vanguard S&P 500 (VOO) - 66,628 shares, 7.81% of the total portfolio. Shares added by 20.05%
  3. iShares Edge MSCI USA Momentum Factor (MTUM) - 108,066 shares, 5.85% of the total portfolio. Shares reduced by 6.81%
  4. iShares Edge MSCI Min Vol USA (USMV) - 220,975 shares, 5.54% of the total portfolio. Shares reduced by 3.08%
  5. Apple Inc (AAPL) - 34,558 shares, 5.21% of the total portfolio. Shares reduced by 5.93%
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)

CFO4Life Group, LLC initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $52.84 and $54.79, with an estimated average price of $54.06. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 3.83%. The holding were 169,069 shares as of .

New Purchase: IQ MacKay Municipal Insured (MMIN)

CFO4Life Group, LLC initiated holding in IQ MacKay Municipal Insured. The purchase prices were between $25.58 and $27.04, with an estimated average price of $26.61. The stock is now traded at around $27.19. The impact to a portfolio due to this purchase was 3.21%. The holding were 287,402 shares as of .

New Purchase: Goldman Sachs ActiveBeta U.S. Large Cap Equity (GSLC)

CFO4Life Group, LLC initiated holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $64.96. The impact to a portfolio due to this purchase was 0.58%. The holding were 22,415 shares as of .

New Purchase: Adobe Inc (ADBE)

CFO4Life Group, LLC initiated holding in Adobe Inc. The purchase prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $430.98. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,083 shares as of .

New Purchase: Arbor Realty Trust Inc (ABR)

CFO4Life Group, LLC initiated holding in Arbor Realty Trust Inc. The purchase prices were between $4.06 and $11, with an estimated average price of $7.66. The stock is now traded at around $8.40. The impact to a portfolio due to this purchase was 0.17%. The holding were 43,400 shares as of .

New Purchase: Electronic Arts Inc (EA)

CFO4Life Group, LLC initiated holding in Electronic Arts Inc. The purchase prices were between $97.53 and $132.05, with an estimated average price of $117.72. The stock is now traded at around $137.75. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,588 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

CFO4Life Group, LLC added to a holding in Vanguard Total Bond Market ETF by 1745.81%. The purchase prices were between $84.67 and $88.18, with an estimated average price of $87.06. The stock is now traded at around $88.71. The impact to a portfolio due to this purchase was 2.94%. The holding were 85,147 shares as of .

Added: Darling Ingredients Inc (DAR)

CFO4Life Group, LLC added to a holding in Darling Ingredients Inc by 81.11%. The purchase prices were between $17.24 and $25.82, with an estimated average price of $21.73. The stock is now traded at around $25.84. The impact to a portfolio due to this purchase was 2.17%. The holding were 476,742 shares as of .

Added: Vanguard S&P 500 (VOO)

CFO4Life Group, LLC added to a holding in Vanguard S&P 500 by 20.05%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $294.77. The impact to a portfolio due to this purchase was 1.3%. The holding were 66,628 shares as of .

Added: iShares Short Maturity Bond (NEAR)

CFO4Life Group, LLC added to a holding in iShares Short Maturity Bond by 124.02%. The purchase prices were between $48.49 and $50.01, with an estimated average price of $49.42. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,007 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

CFO4Life Group, LLC added to a holding in iShares Core MSCI Total International Stock ETF by 22.65%. The purchase prices were between $44.8 and $57.28, with an estimated average price of $51.32. The stock is now traded at around $57.37. The impact to a portfolio due to this purchase was 0.07%. The holding were 16,698 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

CFO4Life Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 22.33%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $259.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,490 shares as of .

Sold Out: First Trust North American Energy Infrastructure F (EMLP)

CFO4Life Group, LLC sold out a holding in First Trust North American Energy Infrastructure F. The sale prices were between $16.52 and $22.81, with an estimated average price of $19.85.

Sold Out: Fleetcor Technologies Inc (FLT)

CFO4Life Group, LLC sold out a holding in Fleetcor Technologies Inc. The sale prices were between $173.22 and $282.43, with an estimated average price of $236.36.

Sold Out: Charles Schwab Corp (SCHW)

CFO4Life Group, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $31.75 and $42.82, with an estimated average price of $35.75.

Sold Out: New Mountain Finance Corp (NMFC)

CFO4Life Group, LLC sold out a holding in New Mountain Finance Corp. The sale prices were between $5.02 and $10.45, with an estimated average price of $8.19.

Sold Out: Savara Inc (SVRA)

CFO4Life Group, LLC sold out a holding in Savara Inc. The sale prices were between $1.8 and $3.05, with an estimated average price of $2.42.

Sold Out: Callon Petroleum Co (CPE)

CFO4Life Group, LLC sold out a holding in Callon Petroleum Co. The sale prices were between $0.41 and $2.51, with an estimated average price of $0.87.



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