0001580642-19-002021.txt : 20190422
0001580642-19-002021.hdr.sgml : 20190422
20190422145644
ACCESSION NUMBER: 0001580642-19-002021
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190422
DATE AS OF CHANGE: 20190422
EFFECTIVENESS DATE: 20190422
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFO4Life Group, LLC
CENTRAL INDEX KEY: 0001706351
IRS NUMBER: 814924115
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18043
FILM NUMBER: 19759258
BUSINESS ADDRESS:
STREET 1: 735 PLAZA BLVD., SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
BUSINESS PHONE: 216-637-9500
MAIL ADDRESS:
STREET 1: 735 PLAZA BLVD., SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001706351
XXXXXXXX
03-31-2019
03-31-2019
false
CFO4Life Group, LLC
735 Plaza Blvd., Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-18043
N
Levi McMellian
CEO
214-637-9500
/s/ Levi McMellian
Coppell
TX
04-22-2019
0
122
213451
INFORMATION TABLE
2
infotable.xml
BECTON DICKINSON & CO
COM
075887109
227
910
SH
SOLE
0
0
910
PFIZER INC
COM
717081103
2289
53905
SH
SOLE
0
0
53905
STRYKER CORP
COM
863667101
525
2659
SH
SOLE
0
0
2659
DARLING INGREDIENTS INC
COM
237266101
6075
280581
SH
SOLE
0
0
280581
MARATHON PETE CORP
COM
56585A102
364
6080
SH
SOLE
0
0
6080
LENNOX INTL INC
COM
526107107
5421
20503
SH
SOLE
0
0
20503
DISNEY WALT CO
COM DISNEY
254687106
602
5425
SH
SOLE
0
0
5425
FOCUS FINL PARTNERS INC
COM CL A
34417P100
819
22989
SH
SOLE
0
0
22989
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
2005
39856
SH
SOLE
0
0
39856
NOBLE CORP PLC
SHS USD
G65431101
116
40589
SH
SOLE
0
0
40589
ISHARES TR
MIN VOL USA ETF
46429B697
6480
110210
SH
SOLE
0
0
110210
EATON VANCE TAX MNGED BUY WR
COM
27828X100
983
62937
SH
SOLE
0
0
62937
PEPSICO INC
COM
713448108
2482
20252
SH
SOLE
0
0
20252
SOUTHWEST AIRLS CO
COM
844741108
654
12603
SH
SOLE
0
0
12603
AMAZON COM INC
COM
023135106
4747
2666
SH
SOLE
0
0
2666
APPLE INC
COM
037833100
7612
40073
SH
SOLE
0
0
40073
CENTENE CORP DEL
COM
15135B101
524
9875
SH
SOLE
0
0
9875
AT&T INC
COM
00206R102
576
18354
SH
SOLE
0
0
18354
VANGUARD INDEX FDS
GROWTH ETF
922908736
241
1539
SH
SOLE
0
0
1539
BOEING CO
COM
097023105
227
596
SH
SOLE
0
0
596
PROCTER AND GAMBLE CO
COM
742718109
2361
22690
SH
SOLE
0
0
22690
REALTY INCOME CORP
COM
756109104
240
3267
SH
SOLE
0
0
3267
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
48
14815
SH
SOLE
0
0
14815
ISHARES TR
USA MOMENTUM FCT
46432F396
13773
122780
SH
SOLE
0
0
122780
ARCHER DANIELS MIDLAND CO
COM
039483102
218
5056
SH
SOLE
0
0
5056
ENTERPRISE PRODS PARTNERS L
COM
293792107
247
8483
SH
SOLE
0
0
8483
PHILIP MORRIS INTL INC
COM
718172109
238
2687
SH
SOLE
0
0
2687
WALMART INC
COM
931142103
2093
21463
SH
SOLE
0
0
21463
INTEL CORP
COM
458140100
1953
36373
SH
SOLE
0
0
36373
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
299
4924
SH
SOLE
0
0
4924
MONROE CAP CORP
COM
610335101
172
14150
SH
SOLE
0
0
14150
DUKE ENERGY CORP NEW
COM NEW
26441C204
386
4286
SH
SOLE
0
0
4286
ON SEMICONDUCTOR CORP
COM
682189105
581
28256
SH
SOLE
0
0
28256
ISHARES TR
CORE S&P SCP ETF
464287804
13097
169758
SH
SOLE
0
0
169758
COMCAST CORP NEW
CL A
20030N101
851
21280
SH
SOLE
0
0
21280
FEDEX CORP
COM
31428X106
367
2026
SH
SOLE
0
0
2026
CISCO SYS INC
COM
17275R102
1672
30965
SH
SOLE
0
0
30965
WELLCARE HEALTH PLANS INC
COM
94946T106
527
1952
SH
SOLE
0
0
1952
EXXON MOBIL CORP
COM
30231G102
2292
28367
SH
SOLE
0
0
28367
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3103
45596
SH
SOLE
0
0
45596
VANGUARD WORLD FDS
ENERGY ETF
92204A306
208
2325
SH
SOLE
0
0
2325
JPMORGAN CHASE & CO
COM
46625H100
1477
14594
SH
SOLE
0
0
14594
ISHARES TR
CORE S&P US VLU
464287663
846
15423
SH
SOLE
0
0
15423
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
474
2359
SH
SOLE
0
0
2359
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
278
1525
SH
SOLE
0
0
1525
ALPS ETF TR
ALERIAN MLP
00162Q866
149
14866
SH
SOLE
0
0
14866
CHEVRON CORP NEW
COM
166764100
1486
12064
SH
SOLE
0
0
12064
ZEBRA TECHNOLOGIES CORP
CL A
989207105
585
2791
SH
SOLE
0
0
2791
WELLTOWER INC
COM
95040Q104
309
3980
SH
SOLE
0
0
3980
VISA INC
COM CL A
92826C839
5489
35140
SH
SOLE
0
0
35140
AMERIGAS PARTNERS L P
UNIT L P INT
030975106
273
8850
SH
SOLE
0
0
8850
GILEAD SCIENCES INC
COM
375558103
331
5084
SH
SOLE
0
0
5084
ZIX CORP
COM
98974P100
458
66500
SH
SOLE
0
0
66500
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
202
1123
SH
SOLE
0
0
1123
SOLITARIO ZINC CORP
COM
8342EP107
14
32674
SH
SOLE
0
0
32674
FACEBOOK INC
CL A
30303M102
1560
9360
SH
SOLE
0
0
9360
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
461
8750
SH
SOLE
0
0
8750
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
7067
285748
SH
SOLE
0
0
285748
LEGACY TEX FINL GROUP INC
COM
52471Y106
1953
52220
SH
SOLE
0
0
52220
PROGRESSIVE CORP OHIO
COM
743315103
517
7172
SH
SOLE
0
0
7172
ISHARES TR
CORE S&P TTL STK
464287150
296
4600
SH
SOLE
0
0
4600
WALGREENS BOOTS ALLIANCE INC
COM
931427108
340
5374
SH
SOLE
0
0
5374
CITIGROUP INC
COM NEW
172967424
1134
18221
SH
SOLE
0
0
18221
SAVARA INC
COM
805111101
83
11289
SH
SOLE
0
0
11289
JP MORGAN EXCHANGE TRADED FD
ULTRA SHT MUNCPL
46641Q654
2011
39968
SH
SOLE
0
0
39968
CDW CORP
COM
12514G108
470
4872
SH
SOLE
0
0
4872
HOME DEPOT INC
COM
437076102
4903
25550
SH
SOLE
0
0
25550
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2211
15276
SH
SOLE
0
0
15276
ALTRIA GROUP INC
COM
02209S103
493
8583
SH
SOLE
0
0
8583
UNITEDHEALTH GROUP INC
COM
91324P102
819
3312
SH
SOLE
0
0
3312
WASTE MGMT INC DEL
COM
94106L109
3837
36925
SH
SOLE
0
0
36925
YUM BRANDS INC
COM
988498101
262
2628
SH
SOLE
0
0
2628
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
376
38477
SH
SOLE
0
0
38477
VENTAS INC
COM
92276F100
266
4176
SH
SOLE
0
0
4176
XENIA HOTELS & RESORTS INC
COM
984017103
351
16004
SH
SOLE
0
0
16004
NETFLIX INC
COM
64110L106
216
606
SH
SOLE
0
0
606
VERIZON COMMUNICATIONS INC
COM
92343V104
378
6390
SH
SOLE
0
0
6390
CSX CORP
COM
126408103
3148
42071
SH
SOLE
0
0
42071
3M CO
COM
88579Y101
3261
15692
SH
SOLE
0
0
15692
AMGEN INC
COM
031162100
656
3454
SH
SOLE
0
0
3454
COCA COLA CO
COM
191216100
725
15479
SH
SOLE
0
0
15479
SOUTHERN CO
COM
842587107
219
4236
SH
SOLE
0
0
4236
BLACKROCK TCP CAP CORP
COM
09259E108
199
14049
SH
SOLE
0
0
14049
ISHARES TR
RUS 1000 GRW ETF
464287614
320
2117
SH
SOLE
0
0
2117
MICROSOFT CORP
COM
594918104
4795
40653
SH
SOLE
0
0
40653
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
512
34095
SH
SOLE
0
0
34095
UGI CORP NEW
COM
902681105
435
7848
SH
SOLE
0
0
7848
BLACKROCK ENH CAP & INC FD I
COM
09256A109
456
28931
SH
SOLE
0
0
28931
ISHARES TR
EDGE MSCI USA VL
46432F388
10219
127964
SH
SOLE
0
0
127964
ISHARES US ETF TR
SHT MAT BD ETF
46431W507
233
4645
SH
SOLE
0
0
4645
RETAIL PPTYS AMER INC
CL A
76131V202
215
17648
SH
SOLE
0
0
17648
GENERAL MLS INC
COM
370334104
265
5128
SH
SOLE
0
0
5128
NOVARTIS A G
SPONSORED ADR
66987V109
878
9130
SH
SOLE
0
0
9130
MASTERCARD INC
CL A
57636Q104
3481
14785
SH
SOLE
0
0
14785
MCDONALDS CORP
COM
580135101
330
1740
SH
SOLE
0
0
1740
ENBRIDGE INC
COM
29250N105
583
16076
SH
SOLE
0
0
16076
ALPHABET INC
CAP STK CL A
02079K305
1344
1142
SH
SOLE
0
0
1142
CITIZENS FINL GROUP INC
COM
174610105
486
14944
SH
SOLE
0
0
14944
PHILLIPS 66
COM
718546104
281
2954
SH
SOLE
0
0
2954
ISHARES TR
EAFE VALUE ETF
464288877
709
14509
SH
SOLE
0
0
14509
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
542
18552
SH
SOLE
0
0
18552
UNION PACIFIC CORP
COM
907818108
407
2434
SH
SOLE
0
0
2434
ICON PLC
SHS
G4705A100
539
3946
SH
SOLE
0
0
3946
ALPHABET INC
CAP STK CL C
02079K107
1908
1626
SH
SOLE
0
0
1626
BLACKROCK INC
COM
09247X101
1735
4059
SH
SOLE
0
0
4059
UNITED PARCEL SERVICE INC
CL B
911312106
35729
319755
SH
SOLE
0
0
319755
LAM RESEARCH CORP
COM
512807108
608
3396
SH
SOLE
0
0
3396
ISHARES TR
MODERT ALLOC ETF
464289875
731
19201
SH
SOLE
0
0
19201
BOOKING HLDGS INC
COM
09857L108
658
377
SH
SOLE
0
0
377
BAYTEX ENERGY CORP
COM
07317Q105
19
11000
SH
SOLE
0
0
11000
CONOCOPHILLIPS
COM
20825C104
870
13038
SH
SOLE
0
0
13038
BP PLC
SPONSORED ADR
055622104
342
7825
SH
SOLE
0
0
7825
LEAR CORP
COM NEW
521865204
202
1486
SH
SOLE
0
0
1486
BANK AMER CORP
COM
060505104
207
7518
SH
SOLE
0
0
7518
ZIONS BANCORPORATION N A
COM
989701107
610
13438
SH
SOLE
0
0
13438
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
868
24667
SH
SOLE
0
0
24667
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
235
1648
SH
SOLE
0
0
1648
LAMAR ADVERTISING CO NEW
CL A
512816109
275
3474
SH
SOLE
0
0
3474
HILL ROM HLDGS INC
COM
431475102
485
4582
SH
SOLE
0
0
4582
THERMO FISHER SCIENTIFIC INC
COM
883556102
532
1942
SH
SOLE
0
0
1942
JOHNSON & JOHNSON
COM
478160104
1719
12300
SH
SOLE
0
0
12300
LULULEMON ATHLETICA INC
COM
550021109
410
2500
SH
SOLE
0
0
2500