CFO4Life, L.P. 13F Holdings · last filed Q4 2022
CFO4Life, L.P. reported 176 securities worth $470.50M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: UPS (11.80%), VOO (8.90%), DAR (6.20%). Among its top 25 positions this quarter: 18 new, 7 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SERVICE INC | $55.5M | 11.80% | 319,274 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $41.9M | 8.90% | 119,138 | New |
| 3 | DAR | DARLING INGREDIENTS INC | $29.2M | 6.20% | 466,421 | Added |
| 4 | UCON | FIRST TR EXCHNG TRADED FD VI | $26.0M | 5.52% | 1.1M | New |
| 5 | AAPL | APPLE INC | $18.1M | 3.84% | 139,007 | Added |
| 6 | QUAL | ISHARES TR | $16.3M | 3.46% | 142,887 | Added |
| 7 | MTUM | ISHARES TR | $15.7M | 3.33% | 107,257 | Added |
| 8 | VLUE | ISHARES TR | $12.8M | 2.72% | 140,291 | Added |
| 9 | IEMG | ISHARES INC | $11.4M | 2.43% | 244,893 | New |
| 10 | VTI | VANGUARD INDEX FDS | $10.9M | 2.33% | 57,219 | New |
| 11 | MSFT | MICROSOFT CORP | $9.7M | 2.05% | 40,253 | New |
| 12 | FIXD | FIRST TR EXCHNG TRADED FD VI | $9.1M | 1.93% | 207,266 | New |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $8.7M | 1.85% | 222,745 | New |
| 14 | FVAL | FIDELITY COVINGTON TRUST | $8.7M | 1.84% | 197,611 | New |
| 15 | IJR | ISHARES TR | $8.1M | 1.73% | 85,769 | Added |
| 16 | IWM | ISHARES TR | $8.0M | 1.70% | 46,001 | New |
| 17 | HD | HOME DEPOT INC | $7.7M | 1.63% | 24,242 | New |
| 18 | EFG | ISHARES TR | $6.3M | 1.35% | 75,557 | New |
| 19 | IWB | ISHARES TR | $6.1M | 1.30% | 29,128 | New |
| 20 | EFV | ISHARES TR | $6.0M | 1.28% | 130,771 | New |
| 21 | V | VISA INC | $5.9M | 1.26% | 28,621 | New |
| 22 | AGG | ISHARES TR | $5.2M | 1.11% | 53,862 | New |
| 23 | AMZN | AMAZON COM INC | $4.8M | 1.02% | 57,017 | New |
| 24 | MA | MASTERCARD INCORPORATED | $4.7M | 1.01% | 13,625 | New |
| 25 | WM | WASTE MGMT INC DEL | $4.8M | 1.01% | 30,381 | New |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR