0001580642-15-003327.txt : 20150806
0001580642-15-003327.hdr.sgml : 20150806
20150806115135
ACCESSION NUMBER: 0001580642-15-003327
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150806
DATE AS OF CHANGE: 20150806
EFFECTIVENESS DATE: 20150806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFO4Life, L.P.
CENTRAL INDEX KEY: 0001632248
IRS NUMBER: 204413352
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16528
FILM NUMBER: 151031883
BUSINESS ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
BUSINESS PHONE: 214-637-9500
MAIL ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001632248
XXXXXXXX
06-30-2015
06-30-2015
false
CFO4Life, L.P.
735 Plaza Blvd
Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-16528
N
Levi McMellian
Managing Director and CEO
214-637-9500
/s/ Levi McMellian
Coppell
TX
08-06-2015
0
82
119883
INFORMATION TABLE
2
infotable.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
490
2788
SH
SOLE
0
0
2788
ISHARES TR
CORE S&P500 ETF
464287200
402
1940
SH
SOLE
0
0
1940
ISHARES TR
RUSSELL 2000 ETF
464287655
1564
12528
SH
SOLE
0
0
12528
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11258
54690
SH
SOLE
0
0
54690
BRISTOL MYERS SQUIBB CO
COM
110122108
1306
19634
SH
SOLE
0
0
19634
E M C CORP MASS
COM
268648102
258
9789
SH
SOLE
0
0
9789
REALTY INCOME CORP
COM
756109104
218
4906
SH
SOLE
0
0
4906
AMGEN INC
COM
031162100
543
3539
SH
SOLE
0
0
3539
BP PLC
SPONSORED ADR
055622104
762
19058
SH
SOLE
0
0
19058
QUALCOMM INC
COM
747525103
1343
21449
SH
SOLE
0
0
21449
JOHNSON & JOHNSON
COM
478160104
308
3157
SH
SOLE
0
0
3157
PFIZER INC
COM
717081103
205
6122
SH
SOLE
0
0
6122
KROGER CO
COM
501044101
906
12497
SH
SOLE
0
0
12497
CHEVRON CORP NEW
COM
166764100
327
3386
SH
SOLE
0
0
3386
UNITED PARCEL SERVICE INC
CL B
911312106
29643
305886
SH
SOLE
0
0
305886
CISCO SYS INC
COM
17275R102
626
22794
SH
SOLE
0
0
22794
VERIZON COMMUNICATIONS INC
COM
92343V104
279
5990
SH
SOLE
0
0
5990
ISHARES TR
RUS MID-CAP ETF
464287499
4014
23570
SH
SOLE
0
0
23570
STARBUCKS CORP
COM
855244109
259
4833
SH
SOLE
0
0
4833
UNION PAC CORP
COM
907818108
746
7822
SH
SOLE
0
0
7822
BAXTER INTL INC
COM
071813109
388
5543
SH
SOLE
0
0
5543
PROCTER & GAMBLE CO
COM
742718109
285
3643
SH
SOLE
0
0
3643
GENERAL ELECTRIC CO
COM
369604103
348
13107
SH
SOLE
0
0
13107
GILEAD SCIENCES INC
COM
375558103
1629
13913
SH
SOLE
0
0
13913
JPMORGAN CHASE & CO
COM
46625H100
1189
17543
SH
SOLE
0
0
17543
MONDELEZ INTL INC
CL A
609207105
248
6027
SH
SOLE
0
0
6027
WELLS FARGO & CO NEW
COM
949746101
1423
25296
SH
SOLE
0
0
25296
ALTERA CORP
COM
021441100
475
9287
SH
SOLE
0
0
9287
CORNING INC
COM
219350105
262
13263
SH
SOLE
0
0
13263
APPLE INC
COM
037833100
2681
21376
SH
SOLE
0
0
21376
KINDER MORGAN INC DEL
COM
49456B101
363
9445
SH
SOLE
0
0
9445
SKYWORKS SOLUTIONS INC
COM
83088M102
1618
15542
SH
SOLE
0
0
15542
ARCHER DANIELS MIDLAND CO
COM
039483102
232
4806
SH
SOLE
0
0
4806
SIMON PPTY GROUP INC NEW
COM
828806109
261
1507
SH
SOLE
0
0
1507
NOBLE CORP PLC
SHS USD
G65431101
1466
95233
SH
SOLE
0
0
95233
SOUTHERN CO
COM
842587107
449
10709
SH
SOLE
0
0
10709
NORDIC AMERICAN TANKERS LIMI
COM
G65773106
171
12045
SH
SOLE
0
0
12045
LENNOX INTL INC
COM
526107107
1238
11495
SH
SOLE
0
0
11495
AMERICAN ELEC PWR INC
COM
025537101
283
5339
SH
SOLE
0
0
5339
UNITED RENTALS INC
COM
911363109
1068
12186
SH
SOLE
0
0
12186
ENTERPRISE PRODS PARTNERS L
COM
293792107
289
9660
SH
SOLE
0
0
9660
CHICAGO BRIDGE & IRON CO N V
COM
167250109
567
11323
SH
SOLE
0
0
11323
VANGUARD INDEX FDS
SMALL CP ETF
922908751
464
3818
SH
SOLE
0
0
3818
EATON VANCE TAX MNGED BUY WR
COM
27828X100
2207
142552
SH
SOLE
0
0
142552
ALASKA AIR GROUP INC
COM
011659109
826
12813
SH
SOLE
0
0
12813
JONES LANG LASALLE INC
COM
48020Q107
459
2683
SH
SOLE
0
0
2683
THERMO FISHER SCIENTIFIC INC
COM
883556102
276
2126
SH
SOLE
0
0
2126
EATON VANCE ENHANCED EQ INC
COM
278274105
288
21953
SH
SOLE
0
0
21953
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
107
13378
SH
SOLE
0
0
13378
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
842
56798
SH
SOLE
0
0
56798
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
1209
102413
SH
SOLE
0
0
102413
ZIX CORP
COM
98974P100
344
66500
SH
SOLE
0
0
66500
BLACKROCK ENH CAP & INC FD I
COM
09256A109
1682
114645
SH
SOLE
0
0
114645
WISDOMTREE TR
INTL SMCAP DIV
97717W760
1899
31477
SH
SOLE
0
0
31477
DARLING INGREDIENTS INC
COM
237266101
2503
170757
SH
SOLE
0
0
170757
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
489
7620
SH
SOLE
0
0
7620
WISDOMTREE TR
MIDCAP DIVI FD
97717W505
5333
64524
SH
SOLE
0
0
64524
WISDOMTREE TR
SMALLCAP DIVID
97717W604
2641
37488
SH
SOLE
0
0
37488
ARES CAP CORP
COM
04010L103
649
39407
SH
SOLE
0
0
39407
PROSPECT CAPITAL CORPORATION
COM
74348T102
3189
432669
SH
SOLE
0
0
432669
EATON VANCE TAX MNGD GBL DV
COM
27829F108
123
12676
SH
SOLE
0
0
12676
DELTA AIR LINES INC DEL
COM NEW
247361702
516
12561
SH
SOLE
0
0
12561
BLACKROCK INTL GRWTH & INC T
COM BENE INTER
092524107
157
21509
SH
SOLE
0
0
21509
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
5535
82221
SH
SOLE
0
0
82221
PENNANTPARK INVT CORP
COM
708062104
118
13463
SH
SOLE
0
0
13463
LEGACY TEX FINL GROUP INC
COM
52471Y106
2546
84313
SH
SOLE
0
0
84313
PHILIP MORRIS INTL INC
COM
718172109
238
2971
SH
SOLE
0
0
2971
REVOLUTION LIGHTING TECHNOLO
COM
76155G107
17
15000
SH
SOLE
0
0
15000
MAIN STREET CAPITAL CORP
COM
56035L104
436
13677
SH
SOLE
0
0
13677
ALPS ETF TR
ALERIAN MLP
00162Q866
491
31575
SH
SOLE
0
0
31575
LEAR CORP
COM NEW
521865204
589
5248
SH
SOLE
0
0
5248
MEDLEY CAP CORP
COM
58503F106
419
47019
SH
SOLE
0
0
47019
NGL ENERGY PARTNERS LP
COM UNIT REPST
62913M107
279
9187
SH
SOLE
0
0
9187
DBX ETF TR
XTRAK MSCI EAFE
233051200
4280
149559
SH
SOLE
0
0
149559
RETAIL PPTYS AMER INC
CL A
76131V202
423
30344
SH
SOLE
0
0
30344
TCP CAP CORP
COM
87238Q103
1005
65719
SH
SOLE
0
0
65719
ALPS ETF TR
US EQTHIVOLPT WR
00162Q734
309
13347
SH
SOLE
0
0
13347
FIREEYE INC
COM
31816Q101
649
13271
SH
SOLE
0
0
13271
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
481
5851
SH
SOLE
0
0
5851
VERITEX HLDGS INC
COM
923451108
258
17305
SH
SOLE
0
0
17305
NUVEEN DOW 30 DYN OVERWRITE
SHS
67075F105
783
52717
SH
SOLE
0
0
52717
XENIA HOTELS & RESORTS INC
COM
984017103
2434
111939
SH
SOLE
0
0
111939