Rocket


News + Filings
Holdings

CFO4Life, L.P.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Mirror Merger Sub 2, LLC ETWCOM11,094-50,56286,089,00085,468,0000.02  Hist 12/31/2022
Xenia Hotels & Resorts, Inc. XHRCOM12,680-35,214167,121,000166,191,0000.040.01 Hist 12/31/2022
WELLS FARGO & COMPANY/MN WFCCommon5,354-11,095221,066,000220,160,0000.050.00 Hist 12/31/2022
COMCAST CORP CMCSACommon6,465-1,278226,088,000225,553,0000.05  Hist 12/31/2022
FEDEX CORP FDXCommon1,822-970315,618,000315,098,0000.070.00 Hist 12/31/2022
Duke Energy CORP DUKCOM3,898-204401,466,000401,148,0000.090.00 Hist 12/31/2022
BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC. CIICommon30,905-12,920529,094,000528,493,0000.11  Hist 12/31/2022
AMGEN INC AMGNCommon2,359-2,987619,696,000618,914,0000.130.00 Hist 12/31/2022
LAM RESEARCH CORP LRCXCommon1,522-4,424639,864,000639,235,0000.140.00 Hist 12/31/2022
Eaton Vance Tax-Managed Buy-Write Income Fund ETBCommon51,650-48,296679,204,000677,553,0000.14  Hist 12/31/2022
APPLIED MATERIALS INC /DE AMATCommon7,651-8,409745,035,000744,517,0000.160.00 Hist 12/31/2022
SPDR S&P 500 ETF TRUST SPYCommon2,681-2,9991,025,255,0001,023,985,0000.22  Hist 12/31/2022
iSHARES TRUST USMVCommon22,739-69,8991,639,483,0001,635,294,0000.35  Hist 12/31/2022
LENNOX INTERNATIONAL INC LIICommon11,388-11,8842,724,355,0002,720,790,0000.580.03 Hist 12/31/2022
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