- New Purchases: FIXD, MMIN, GSLC, ADBE, ABR, EA, AMAT, LULU, ANTM, BAH, BSV, YUM, TXN, IMMU, CAT, SCHX, VBK, PYPL,
- Added Positions: BND, DAR, VOO, NEAR, AMZN, IXUS, BMY, QQQ, VWO, DIS, MCD, LAMR, LYG, JPM, XOM, MO, NVS, UNP, MMP, ETB, PM, KO,
- Reduced Positions: DBEF, MTUM, AAPL, USMV, UNH, LRCX, FTNT, CMCSA, TMO, LDOS, ZBRA, ETV, LII, ICLR, GOOGL, CDW, JPST, PG, ETW, CII, GOOG, NOC, MSFT, GILD, FB, PGR, CRL, SYK, PEP, IJR, CVX, WM, TCPC, C, DUK, WMT, BLK, KEYS, QRVO, PB, BRK.B, AMGN, SPY, AKAM, NFLX, ENB, FDX, VZ, LHX, INTC, MMM, PFE, JNJ, EPD, BABA, BKNG, BP, NE,
- Sold Out: EMLP, FLT, SCHW, NMFC, SVRA, CPE,
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) - 317,638 shares, 14.60% of the total portfolio. Shares reduced by 0.18%
- Vanguard S&P 500 (VOO) - 66,628 shares, 7.81% of the total portfolio. Shares added by 20.05%
- iShares Edge MSCI USA Momentum Factor (MTUM) - 108,066 shares, 5.85% of the total portfolio. Shares reduced by 6.81%
- iShares Edge MSCI Min Vol USA (USMV) - 220,975 shares, 5.54% of the total portfolio. Shares reduced by 3.08%
- Apple Inc (AAPL) - 34,558 shares, 5.21% of the total portfolio. Shares reduced by 5.93%
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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