Cfo4life 13F annual report
Cfo4life is an investment fund managing more than $530 billion ran by Kevin Woodard. There are currently 168 companies in Mr. Woodard’s portfolio. The largest investments include United Parcel Service and Vanguard Index Fds, together worth $95.8 billion.
$530 billion Assets Under Management (AUM)
As of 24th July 2024, Cfo4life’s top holding is 321,215 shares of United Parcel Service currently worth over $44 billion and making up 8.3% of the portfolio value.
Relative to the number of outstanding shares of United Parcel Service, Cfo4life owns more than approximately 0.1% of the company.
In addition, the fund holds 116,729 shares of Vanguard Index Fds worth $51.8 billion.
The third-largest holding is J P Morgan Exchange Traded F worth $60.1 billion and the next is Ishares Tr worth $129 billion, with 1,106,513 shares owned.
Currently, Cfo4life's portfolio is worth at least $530 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cfo4life
The Cfo4life office and employees reside in Coppell, Texas. According to the last 13-F report filed with the SEC, Kevin Woodard serves as the Chief Compliance Officer at Cfo4life.
Recent trades
In the most recent 13F filing, Cfo4life revealed that it had opened a new position in
Ishares Tr and bought 23,157 shares worth $1.13 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
475 additional shares.
This makes their stake in Vanguard Index Fds total 116,729 shares worth $51.8 billion.
On the other hand, there are companies that Cfo4life is getting rid of from its portfolio.
Cfo4life closed its position in Salesforce Inc on 31st July 2024.
It sold the previously owned 3,430 shares for $1.03 billion.
Kevin Woodard also disclosed a decreased stake in United Parcel Service by approximately 0.1%.
This leaves the value of the investment at $44 billion and 321,215 shares.
One of the average hedge funds
The two most similar investment funds to Cfo4life are Wellington Shields Capital Management and Ithaka Group. They manage $530 billion and $530 billion respectively.
Kevin Woodard investment strategy
Cfo4life’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Industrials — making up 12.8% of
the total portfolio value.
The fund focuses on investments in the United States as
47.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
43% of the total holdings value.
On the other hand, small-cap stocks make up only 3.0% of the portfolio.
The average market cap of the portfolio companies is close to $193 billion.
The complete list of Cfo4life trades based on 13F SEC filings
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| United Parcel Service, Inc. |
0.31%
321,215
|
$43,958,233,000 | 8.29% |
| Vanguard Index Fds |
0.41%
116,729
|
$51,800,639,000 | 9.77% |
| J P Morgan Exchange Traded F |
1.71%
1,119,194
|
$60,131,484,000 | 11.34% |
| Ishares Tr |
0.71%
1,106,513
|
$128,995,267,000 | 24.33% |
| Apple Inc |
0.05%
131,708
|
$27,740,323,000 | 5.23% |
| Microsoft Corporation |
1.56%
40,238
|
$17,984,154,000 | 3.39% |
| Darling Ingredients Inc |
0.61%
361,806
|
$13,296,371,000 | 2.51% |
| Amazon.com Inc. |
2.10%
54,790
|
$10,588,168,000 | 2.00% |
| First Tr Exchng Traded Fd Vi |
6.39%
210,984
|
$8,684,448,000 | 1.64% |
| Home Depot, Inc. |
1.17%
23,069
|
$7,941,256,000 | 1.50% |
| Visa Inc |
0.10%
29,231
|
$7,672,171,000 | 1.45% |
| Goldman Sachs Etf Tr |
5.06%
182,436
|
$10,368,133,000 | 1.96% |
| Waste Mgmt Inc Del |
1.66%
28,033
|
$5,980,637,000 | 1.13% |
| Mastercard Incorporated |
0.20%
13,136
|
$5,794,866,000 | 1.09% |
| Alphabet Inc |
0.85%
54,588
|
$9,978,813,000 | 1.88% |
| Walmart Inc |
0.72%
57,678
|
$3,905,351,000 | 0.74% |
| NVIDIA Corp |
906.45%
31,190
|
$3,853,254,000 | 0.73% |
| Meta Platforms Inc |
0.52%
7,205
|
$3,632,752,000 | 0.69% |
| Vanguard Intl Equity Index F |
88.06%
76,538
|
$3,542,363,000 | 0.67% |
| CSX Corp. |
0.14%
95,097
|
$3,181,010,000 | 0.60% |
| Procter And Gamble Co |
1.62%
18,513
|
$3,053,151,000 | 0.58% |
| Exxon Mobil Corp. |
8.47%
24,828
|
$2,858,206,000 | 0.54% |
| Blackstone Secd Lending Fd |
12.57%
85,923
|
$2,630,973,000 | 0.50% |
| Vanguard Bd Index Fds |
5.79%
35,732
|
$2,574,470,000 | 0.49% |
| Blackrock Inc. |
0.06%
3,261
|
$2,567,751,000 | 0.48% |
| Pepsico Inc |
No change
14,512
|
$2,393,412,000 | 0.45% |
| Spdr S&p 500 Etf Tr |
5.59%
3,696
|
$2,011,477,000 | 0.38% |
| JPMorgan Chase & Co. |
0.97%
9,944
|
$2,011,321,000 | 0.38% |
| Broadcom Inc |
2.20%
1,198
|
$1,923,394,000 | 0.36% |
| Berkshire Hathaway Inc. |
2.94%
4,554
|
$1,852,567,000 | 0.35% |
| Prosperity Bancshares Inc. |
0.16%
30,227
|
$1,848,109,000 | 0.35% |
| Lennox International Inc |
0.09%
3,419
|
$1,829,215,000 | 0.34% |
| Booking Holdings Inc |
2.93%
386
|
$1,527,743,000 | 0.29% |
| Johnson & Johnson |
2.03%
9,944
|
$1,453,441,000 | 0.27% |
| Conocophillips |
2.18%
12,161
|
$1,390,975,000 | 0.26% |
| Vanguard Tax-managed Fds |
0.48%
27,464
|
$1,357,261,000 | 0.26% |
| Applied Matls Inc |
0.09%
5,576
|
$1,315,950,000 | 0.25% |
| Cisco Sys Inc |
3.62%
27,553
|
$1,309,058,000 | 0.25% |
| Chevron Corp. |
2.67%
8,234
|
$1,287,996,000 | 0.24% |
| Unitedhealth Group Inc |
2.68%
2,491
|
$1,268,688,000 | 0.24% |
| Texas Instrs Inc |
0.77%
6,449
|
$1,254,500,000 | 0.24% |
| Dell Technologies Inc |
0.17%
8,877
|
$1,224,195,000 | 0.23% |
| Pimco Etf Tr |
5.76%
12,985
|
$1,182,674,000 | 0.22% |
| Fidelity Merrimack Str Tr |
4.88%
26,100
|
$1,172,673,000 | 0.22% |
| Lam Research Corp. |
1.29%
1,074
|
$1,143,324,000 | 0.22% |
| T-Mobile US, Inc. |
2.87%
5,873
|
$1,034,686,000 | 0.20% |
| Salesforce Inc |
Closed
3,430
|
$1,033,047,000 | |
| Coca-Cola Co |
3.37%
16,024
|
$1,019,911,000 | 0.19% |
| Vanguard Mun Bd Fds |
0.21%
19,454
|
$974,826,000 | 0.18% |
| Amplify Etf Tr |
2.98%
24,272
|
$939,343,000 | 0.18% |
| Ishares Tr |
Opened
23,157
|
$1,134,270,000 | 0.21% |
| Qualcomm, Inc. |
2.33%
4,577
|
$911,726,000 | 0.17% |
| Enterprise Prods Partners L |
2.40%
31,378
|
$909,322,000 | 0.17% |
| Eli Lilly & Co |
7.07%
985
|
$892,107,000 | 0.17% |
| Ingersoll Rand Inc. |
Closed
9,346
|
$887,403,000 | |
| Ishares Inc |
33.15%
16,476
|
$881,941,000 | 0.17% |
| Grainger W W Inc |
Closed
866
|
$880,505,000 | |
| Netapp Inc |
Opened
6,792
|
$874,857,000 | 0.16% |
| Parker-Hannifin Corp. |
0.17%
1,729
|
$874,544,000 | 0.16% |
| Applovin Corp |
3.32%
10,392
|
$864,822,000 | 0.16% |
| American Express Co. |
Opened
3,654
|
$846,084,000 | 0.16% |
| Vertex Pharmaceuticals, Inc. |
0.68%
1,786
|
$837,134,000 | 0.16% |
| Tesla Inc |
6.50%
4,181
|
$827,336,000 | 0.16% |
| MPLX LP |
No change
19,000
|
$809,210,000 | 0.15% |
| Costco Whsl Corp New |
1.76%
947
|
$805,309,000 | 0.15% |
| Lockheed Martin Corp. |
1.97%
1,707
|
$797,537,000 | 0.15% |
| Chubb Limited |
0.81%
3,096
|
$789,674,000 | 0.15% |
| Eaton Vance Tax Mnged Buy Wr |
2.13%
55,923
|
$789,628,000 | 0.15% |
| Hartford Finl Svcs Group Inc |
4.46%
7,800
|
$784,212,000 | 0.15% |
| Indexiq Active Etf Tr |
0.94%
32,237
|
$774,335,000 | 0.15% |
| Union Pac Corp |
1.01%
3,400
|
$769,241,000 | 0.15% |
| Fiserv, Inc. |
0.81%
5,118
|
$762,787,000 | 0.14% |
| Pfizer Inc. |
6.01%
27,248
|
$762,412,000 | 0.14% |
| Hubbell Inc. |
Closed
1,824
|
$756,911,000 | |
| VanEck ETF Trust |
No change
46,477
|
$1,163,317,000 | 0.22% |
| Global X Fds |
No change
37,095
|
$730,034,000 | 0.14% |
| Textron Inc. |
Closed
7,600
|
$729,073,000 | |
| Cigna Group (The) |
7.86%
2,182
|
$721,440,000 | 0.14% |
| NextEra Energy Inc |
Opened
9,962
|
$705,432,000 | 0.13% |
| TD Synnex Corp |
Opened
5,923
|
$683,514,000 | 0.13% |
| Home Bancshares Inc |
0.02%
28,336
|
$678,931,000 | 0.13% |
| AMGEN Inc. |
3.46%
2,094
|
$654,153,000 | 0.12% |
| Elevance Health Inc |
0.50%
1,199
|
$649,593,000 | 0.12% |
| Blackrock Enhancd Cap & Inm |
0.47%
31,797
|
$635,617,000 | 0.12% |
| Paccar Inc. |
0.82%
6,131
|
$631,149,000 | 0.12% |
| Fs Kkr Cap Corp |
2.80%
31,982
|
$630,998,000 | 0.12% |
| Bank America Corp |
9.00%
15,332
|
$609,739,000 | 0.11% |
| Enbridge Inc |
3.04%
16,757
|
$596,373,000 | 0.11% |
| Emcor Group, Inc. |
Opened
1,626
|
$593,620,000 | 0.11% |
| Novartis AG |
16.77%
5,332
|
$567,689,000 | 0.11% |
| Akamai Technologies Inc |
Closed
5,202
|
$565,770,000 | |
| AT&T Inc. |
2.38%
29,526
|
$564,239,000 | 0.11% |
| Independence Rlty Tr Inc |
0.42%
29,959
|
$561,433,000 | 0.11% |
| Carrier Global Corporation |
7.88%
8,395
|
$529,563,000 | 0.10% |
| Fedex Corp |
1.23%
1,733
|
$519,600,000 | 0.10% |
| First Tr Exch Traded Fd Iii |
No change
10,288
|
$497,116,000 | 0.09% |
| Abbvie Inc |
0.79%
2,885
|
$494,835,000 | 0.09% |
| Bain Cap Specialty Fin Inc |
2.53%
29,989
|
$489,122,000 | 0.09% |
| Citigroup Inc |
0.60%
7,415
|
$470,535,000 | 0.09% |
| Philip Morris International Inc |
0.71%
4,591
|
$465,251,000 | 0.09% |
| Mcdonalds Corp |
37.25%
1,824
|
$464,772,000 | 0.09% |
| Intel Corp. |
0.95%
14,989
|
$464,207,000 | 0.09% |
| Altria Group Inc. |
6.87%
9,643
|
$439,241,000 | 0.08% |
| Lamar Advertising Co |
0.66%
3,647
|
$435,902,000 | 0.08% |
| Invesco Exch Traded Fd Tr Ii |
0.47%
12,711
|
$620,346,000 | 0.12% |
| Verizon Communications Inc |
5.37%
9,963
|
$410,878,000 | 0.08% |
| Gilead Sciences, Inc. |
1.43%
5,902
|
$404,910,000 | 0.08% |
| Schwab Strategic Tr |
0.03%
6,234
|
$400,506,000 | 0.08% |
| Independent Bank Group Inc |
0.87%
8,594
|
$391,217,000 | 0.07% |
| Invesco Exchange Traded Fd T |
0.11%
8,334
|
$749,325,000 | 0.14% |
| Dbx Etf Tr |
3.00%
9,290
|
$384,995,000 | 0.07% |
| Duke Energy Corp. |
10.14%
3,813
|
$382,200,000 | 0.07% |
| Select Sector Spdr Tr |
53.18%
1,685
|
$381,198,000 | 0.07% |
| Wells Fargo Co New |
18.76%
6,344
|
$376,764,000 | 0.07% |
| Merck & Co Inc |
9.53%
2,884
|
$357,039,000 | 0.07% |
| Comcast Corp New |
2.11%
9,099
|
$356,319,000 | 0.07% |
| Phillips 66 |
67.18%
2,452
|
$346,108,000 | 0.07% |
| Oracle Corp. |
3.28%
2,359
|
$333,068,000 | 0.06% |
| Schwab Charles Corp |
1.62%
4,504
|
$331,935,000 | 0.06% |
| Goldman Sachs Group, Inc. |
4.17%
725
|
$327,847,000 | 0.06% |
| Spdr Gold Tr |
0.07%
1,513
|
$325,310,000 | 0.06% |
| Oxford Lane Cap Corp |
51.19%
58,320
|
$316,094,000 | 0.06% |
| Fidelity Natl Information Sv |
1.52%
4,018
|
$302,795,000 | 0.06% |
| Disney Walt Co |
8.82%
3,041
|
$301,973,000 | 0.06% |
| Wisdomtree Tr |
No change
16,187
|
$298,728,000 | 0.06% |
| Caterpillar Inc. |
12.06%
890
|
$296,550,000 | 0.06% |
| Northern Lts Fd Tr Iv |
Opened
1,486
|
$295,363,000 | 0.06% |
| Kinder Morgan Inc |
2.09%
14,682
|
$291,731,000 | 0.06% |
| Vanguard Star Fds |
1.01%
4,799
|
$289,391,000 | 0.05% |
| Cencora Inc. |
Closed
1,185
|
$287,860,000 | |
| Kite Rlty Group Tr |
2.76%
12,801
|
$286,485,000 | 0.05% |
| Novo-nordisk A S |
27.41%
1,957
|
$279,299,000 | 0.05% |
| Cencora Inc. |
Opened
1,223
|
$275,541,000 | 0.05% |
| Medtronic Plc |
15.96%
3,475
|
$273,527,000 | 0.05% |
| Fidelity Covington Trust |
0.66%
4,681
|
$269,548,000 | 0.05% |
| Vanguard Specialized Funds |
15.32%
1,475
|
$269,215,000 | 0.05% |
| Edison Intl |
3.33%
3,725
|
$267,494,000 | 0.05% |
| Blue Owl Capital Corporation |
21.61%
17,319
|
$266,013,000 | 0.05% |
| Boeing Co. |
3.43%
1,389
|
$252,821,000 | 0.05% |
| Xai Octagn Flt Rat & Alt Inm |
No change
35,800
|
$252,390,000 | 0.05% |
| Danaher Corp. |
Opened
974
|
$243,248,000 | 0.05% |
| GSK Plc |
14.67%
6,294
|
$242,305,000 | 0.05% |
| Netflix Inc. |
Opened
350
|
$236,208,000 | 0.04% |
| Target Corp |
9.87%
1,589
|
$235,294,000 | 0.04% |
| Blackrock Enhanced Equity Di |
1.63%
28,770
|
$235,053,000 | 0.04% |
| Energy Transfer L P |
0.03%
14,438
|
$234,187,000 | 0.04% |
| Bristol-Myers Squibb Co. |
Closed
4,300
|
$233,175,000 | |
| American Tower Corp. |
6.34%
1,190
|
$231,367,000 | 0.04% |
| Thermo Fisher Scientific Inc. |
3.48%
416
|
$230,048,000 | 0.04% |
| Honeywell International Inc |
7.65%
1,070
|
$228,563,000 | 0.04% |
| KLA Corp. |
Opened
274
|
$225,916,000 | 0.04% |
| RTX Corp |
Opened
2,241
|
$225,013,000 | 0.04% |
| Air Prods & Chems Inc |
Opened
872
|
$224,991,000 | 0.04% |
| American Airls Group Inc |
5.22%
19,717
|
$223,394,000 | 0.04% |
| Adobe Inc |
Opened
401
|
$222,772,000 | 0.04% |
| Linde Plc. |
Opened
503
|
$220,721,000 | 0.04% |
| Progressive Corp. |
3.44%
1,053
|
$218,719,000 | 0.04% |
| Truist Finl Corp |
1.97%
5,375
|
$208,816,000 | 0.04% |
| RTX Corp |
Closed
2,097
|
$204,528,000 | |
| Starbucks Corp. |
4.14%
2,616
|
$203,685,000 | 0.04% |
| Schwab Strategic Tr |
Closed
5,655
|
$201,384,000 | |
| SLR Investment Corp |
No change
12,000
|
$193,080,000 | 0.04% |
| Plains Gp Hldgs L P |
Opened
10,013
|
$188,451,000 | 0.04% |
| Pimco Dynamic Income Fd |
No change
10,000
|
$188,100,000 | 0.04% |
| Xenia Hotels & Resorts Inc |
0.53%
13,074
|
$187,351,000 | 0.04% |
| Goldman Sachs BDC Inc |
2.58%
12,017
|
$180,621,000 | 0.03% |
| Golub Cap Bdc Inc |
4.04%
11,400
|
$179,097,000 | 0.03% |
| Pimco Corporate & Income Opp |
No change
11,305
|
$161,775,000 | 0.03% |
| Sachem Cap Corp |
21.87%
59,840
|
$154,986,000 | 0.03% |
| Eagle Point Credit Company I |
48.41%
15,390
|
$154,670,000 | 0.03% |
| Agnc Invt Corp |
Opened
14,663
|
$139,885,000 | 0.03% |
| Eaton Vance Tax-managed Glob |
2.06%
15,249
|
$126,111,000 | 0.02% |
| Ase Technology Hldg Co Ltd |
Closed
11,206
|
$123,154,000 | |
| Lloyds Banking Group plc |
3.12%
39,678
|
$108,320,000 | 0.02% |
| Cushman Wakefield Plc |
No change
10,305
|
$107,172,000 | 0.02% |
| Ares Coml Real Estate Corp |
40.00%
14,000
|
$93,100,000 | 0.02% |
| Triplepoint Venture Growth B |
15.00%
11,500
|
$92,345,000 | 0.02% |
| Brightspire Capital Inc |
No change
14,500
|
$82,650,000 | 0.02% |
| Medical Pptys Trust Inc |
0.19%
15,647
|
$67,439,000 | 0.01% |
| Nuscale Pwr Corp |
Closed
10,240
|
$54,374,000 | |
| No transactions found | |||
| Showing first 500 out of 180 holdings | |||
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