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CFO4Life Group, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison: Notable Changes Made in the Fund's Portfolio.

Ava Hoppe | 19 April, 2023

Investors always want to stay updated on the changes in their favorite funds' holdings. A fund's holdings can reveal a lot about its investment strategy and can be used as a measure of how well the fund is doing. In this blog post, we will take a look at CFO4Life Group, LLC's Q3 2022 vs. Q4 2022 13F holdings comparison, which summarizes the changes in the fund's holdings during this period.

Before diving into the details, let's quickly define what 13F is. 13F is a form that must be filed quarterly by institutional investors with at least $100 million in assets under management. These forms disclose the fund's holdings of publicly traded securities, including stocks, options, and convertible bonds, as well as the value of those holdings. It's an essential tool for investors who are looking to follow the moves of institutional investors and evaluate their investment decisions.

In the Q3 2022 vs. Q4 2022 13F holdings comparison for CFO4Life Group, LLC, we see that the fund made some significant changes to its portfolio. Some notable changes in the fund's holdings during this period are as follows:

United Parcel Service Inc (UPS):

In Q3 2022, CFO4Life Group, LLC held 320,058 shares of UPS, worth $51,702,000. In Q4 2022, the fund sold 784 shares, resulting in 319,274 shares, worth $55,502,000. This represents a 7.4% change in holdings, indicating that the fund is bullish on UPS.

Vanguard Index FDS (VOO):

In Q3 2022, CFO4Life Group, LLC held 139,476 shares of VOO, worth $45,790,000. In Q4 2022, the fund sold 20,338 shares, resulting in 119,138 shares, worth $41,858,000. This represents an 8.6% change in holdings, indicating that the fund is bearish on VOO.

Darling Ingredients Inc (DAR):

In Q3 2022, CFO4Life Group, LLC held 475,562 shares of DAR, worth $31,458,000. In Q4 2022, the fund sold 9,141 shares, resulting in 466,421 shares, worth $29,193,000. This represents a 7.2% change in holdings, indicating that the fund is slightly bearish on DAR.

First Tr Exchng Traded FD VI (UCON):

In Q3 2022, CFO4Life Group, LLC did not hold any shares of UCON. In Q4 2022, the fund bought 1,076,901 shares, worth $25,964,000. This represents a new position and a significant change in holdings, indicating that the fund is bullish on UCON.

Apple Inc (AAPL):

In Q3 2022, CFO4Life Group, LLC held 138,379 shares of AAPL, worth $19,124,000. In Q4 2022, the fund bought 628 shares, resulting in 139,007 shares, worth $18,061,000. This represents a 5.6% change in holdings, indicating that the fund is slightly bullish on AAPL.

Overall, CFO4Life Group, LLC made some notable changes to its portfolio during Q3 2022 vs. Q4 2022. The fund decreased its holdings in VOO, DAR, and VLUE significantly, indicating that it may be bearish on those stocks. On the other hand, the fund increased its holdings in UCON, indicating its bullish stance on that stock.

It's important to note that while analyzing 13F filings can provide useful insights, it's crucial not to invest based solely on the actions taken by other investors. It's always essential to conduct thorough research, analyze the fundamentals of the stocks, and make investment decisions based on one's own risk tolerance and investment goals.

In conclusion, analyzing the 13F filings of institutional investors can give us insights into their investment decisions and can be used as a tool to evaluate their investment strategies. CFO4Life Group, LLC made some significant changes to its portfolio during Q3 2022 vs. Q4 2022, indicating its bearish stance on some stocks and bullish stance on others. However, investors should always conduct their own research and analysis before making any investment decisions.

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