0001580642-15-002035.txt : 20150505
0001580642-15-002035.hdr.sgml : 20150505
20150505170809
ACCESSION NUMBER: 0001580642-15-002035
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150505
DATE AS OF CHANGE: 20150505
EFFECTIVENESS DATE: 20150505
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: 15833953
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
03-31-2015
03-31-2015
CFO4Life, L.P.
735 PLAZA BLVD
SUITE 100
COPPELL
TX
75019
13F HOLDINGS REPORT
028-16528
N
Levi McMellian
Managing Director & CEO
214-637-9500
Levi McMellian
Coppell
TX
05-04-2015
0
85
120061
false
INFORMATION TABLE
2
aci_13f.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
476
2682
SH
SOLE
0
0
0
2682
ISHARES TR
RUSSELL 2000 ETF
464287655
1617
12998
SH
SOLE
0
0
0
12998
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11427
55356
SH
SOLE
0
0
0
55356
BRISTOL MYERS SQUIBB CO
COM
110122108
1255
19452
SH
SOLE
0
0
0
19452
E M C CORP MASS
COM
268648102
277
10853
SH
SOLE
0
0
0
10853
REALTY INCOME CORP
COM
756109104
246
4772
SH
SOLE
0
0
0
4772
AMGEN INC
COM
031162100
565
3533
SH
SOLE
0
0
0
3533
BP PLC
SPONSORED ADR
055622104
731
18690
SH
SOLE
0
0
0
18690
QUALCOMM INC
COM
747525103
1496
21582
SH
SOLE
0
0
0
21582
JOHNSON & JOHNSON
COM
478160104
307
3057
SH
SOLE
0
0
0
3057
PFIZER INC
COM
717081103
221
6354
SH
SOLE
0
0
0
6354
KROGER CO
COM
501044101
972
12684
SH
SOLE
0
0
0
12684
CHEVRON CORP NEW
COM
166764100
347
3308
SH
SOLE
0
0
0
3308
UNITED PARCEL SERVICE INC
CL B
911312106
29674
306109
SH
SOLE
0
0
0
306109
CISCO SYS INC
COM
17275R102
625
22699
SH
SOLE
0
0
0
22699
COCA COLA CO
COM
191216100
227
5590
SH
SOLE
0
0
0
5590
VERIZON COMMUNICATIONS INC
COM
92343V104
212
4356
SH
SOLE
0
0
0
4356
ISHARES TR
RUS MID-CAP ETF
464287499
4207
24301
SH
SOLE
0
0
0
24301
STARBUCKS CORP
COM
855244109
228
2409
SH
SOLE
0
0
0
2409
UNION PAC CORP
COM
907818108
915
8450
SH
SOLE
0
0
0
8450
BAXTER INTL INC
COM
071813109
379
5535
SH
SOLE
0
0
0
5535
MICRON TECHNOLOGY INC
COM
595112103
642
23648
SH
SOLE
0
0
0
23648
PROCTER & GAMBLE CO
COM
742718109
286
3490
SH
SOLE
0
0
0
3490
GENERAL ELECTRIC CO
COM
369604103
325
13080
SH
SOLE
0
0
0
13080
GILEAD SCIENCES INC
COM
375558103
1312
13373
SH
SOLE
0
0
0
13373
JPMORGAN CHASE & CO
COM
46625H100
1055
17413
SH
SOLE
0
0
0
17413
MONDELEZ INTL INC
CL A
609207105
218
6027
SH
SOLE
0
0
0
6027
WELLS FARGO & CO NEW
COM
949746101
1357
24948
SH
SOLE
0
0
0
24948
CORNING INC
COM
219350105
296
13072
SH
SOLE
0
0
0
13072
APPLE INC
COM
037833100
2180
17516
SH
SOLE
0
0
0
17516
KINDER MORGAN INC DEL
COM
49456B101
395
9390
SH
SOLE
0
0
0
9390
SKYWORKS SOLUTIONS INC
COM
83088M102
1703
17330
SH
SOLE
0
0
0
17330
HUNT J B TRANS SVCS INC
COM
445658107
311
3644
SH
SOLE
0
0
0
3644
ARCHER DANIELS MIDLAND CO
COM
039483102
228
4806
SH
SOLE
0
0
0
4806
NOBLE CORP PLC
SHS USD
G65431101
1050
73557
SH
SOLE
0
0
0
73557
SOUTHERN CO
COM
842587107
548
12385
SH
SOLE
0
0
0
12385
LENNOX INTL INC
COM
526107107
1033
9247
SH
SOLE
0
0
0
9247
ENSCO PLC
SHS CLASS A
G3157S106
459
21805
SH
SOLE
0
0
0
21805
ARRIS GROUP INC NEW
COM
04270V106
831
28771
SH
SOLE
0
0
0
28771
AMERICAN ELEC PWR INC
COM
025537101
300
5339
SH
SOLE
0
0
0
5339
UNITED RENTALS INC
COM
911363109
1098
12045
SH
SOLE
0
0
0
12045
COLUMBIA PPTY TR INC
COM NEW
198287203
203
7500
SH
SOLE
0
0
0
7500
ENTERPRISE PRODS PARTNERS L
COM
293792107
318
9660
SH
SOLE
0
0
0
9660
CHICAGO BRIDGE & IRON CO N V
COM
167250109
287
5827
SH
SOLE
0
0
0
5827
VANGUARD INDEX FDS
SMALL CP ETF
922908751
481
3928
SH
SOLE
0
0
0
3928
EATON VANCE TAX MNGED BUY WR
COM
27828X100
2182
137550
SH
SOLE
0
0
0
137550
WHITING PETE CORP NEW
COM
966387102
427
13805
SH
SOLE
0
0
0
13805
ALASKA AIR GROUP INC
COM
011659109
805
12162
SH
SOLE
0
0
0
12162
JONES LANG LASALLE INC
COM
48020Q107
358
2100
SH
SOLE
0
0
0
2100
THERMO FISHER SCIENTIFIC INC
COM
883556102
285
2124
SH
SOLE
0
0
0
2124
EATON VANCE ENHANCED EQ INC
COM
278274105
296
21574
SH
SOLE
0
0
0
21574
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
109
13231
SH
SOLE
0
0
0
13231
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
837
55817
SH
SOLE
0
0
0
55817
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
1013
85322
SH
SOLE
0
0
0
85322
ZIX CORP
COM
98974P100
261
66500
SH
SOLE
0
0
0
66500
BLACKROCK ENH CAP & INC FD I
COM
09256A109
1692
112444
SH
SOLE
0
0
0
112444
WISDOMTREE TR
INTL SMCAP DIV
97717W760
1750
29527
SH
SOLE
0
0
0
29527
DARLING INGREDIENTS INC
COM
237266101
2296
163858
SH
SOLE
0
0
0
163858
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
481
7598
SH
SOLE
0
0
0
7598
WISDOMTREE TR
MIDCAP DIVI FD
97717W505
5273
61259
SH
SOLE
0
0
0
61259
WISDOMTREE TR
SMALLCAP DIVID
97717W604
2505
34759
SH
SOLE
0
0
0
34759
ARES CAP CORP
COM
04010L103
665
38708
SH
SOLE
0
0
0
38708
PROSPECT CAPITAL CORPORATION
COM
74348T102
3421
404816
SH
SOLE
0
0
0
404816
SEADRILL LIMITED
SHS
G7945E105
102
10898
SH
SOLE
0
0
0
10898
EATON VANCE TAX MNGD GBL DV
COM
27829F108
121
12438
SH
SOLE
0
0
0
12438
DELTA AIR LINES INC DEL
COM NEW
247361702
564
12548
SH
SOLE
0
0
0
12548
BLACKROCK INTL GRWTH & INC T
COM BENE INTER
092524107
150
21089
SH
SOLE
0
0
0
21089
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
6451
94453
SH
SOLE
0
0
0
94453
PENNANTPARK INVT CORP
COM
708062104
173
19146
SH
SOLE
0
0
0
19146
LEGACY TEX FINL GROUP INC
COM
52471Y106
2067
90952
SH
SOLE
0
0
0
90952
PHILIP MORRIS INTL INC
COM
718172109
222
2945
SH
SOLE
0
0
0
2945
REVOLUTION LIGHTING TECHNOLO
COM
76155G107
17
15000
SH
SOLE
0
0
0
15000
MAIN STREET CAPITAL CORP
COM
56035L104
480
15549
SH
SOLE
0
0
0
15549
ALPS ETF TR
ALERIAN MLP
00162Q866
513
30941
SH
SOLE
0
0
0
30941
LEAR CORP
COM NEW
521865204
549
4958
SH
SOLE
0
0
0
4958
MEDLEY CAP CORP
COM
58503F106
397
43370
SH
SOLE
0
0
0
43370
NGL ENERGY PARTNERS LP
COM UNIT REPST
62913M107
241
9187
SH
SOLE
0
0
0
9187
DBX ETF TR
XTRAK MSCI EAFE
233051200
4131
137884
SH
SOLE
0
0
0
137884
RETAIL PPTYS AMER INC
CL A
76131V202
486
30344
SH
SOLE
0
0
0
30344
TCP CAP CORP
COM
87238Q103
1107
69090
SH
SOLE
0
0
0
69090
ALPS ETF TR
US EQTHIVOLPT WR
00162Q734
219
9312
SH
SOLE
0
0
0
9312
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
497
5969
SH
SOLE
0
0
0
5969
VERITEX HLDGS INC
COM
923451108
242
17305
SH
SOLE
0
0
0
17305
NUVEEN DOW 30 DYN OVERWRITE
SHS
67075F105
789
51979
SH
SOLE
0
0
0
51979
XENIA HOTELS & RESORTS INC
COM
984017103
2567
112835
SH
SOLE
0
0
0
112835