0001580642-15-005076.txt : 20151109 0001580642-15-005076.hdr.sgml : 20151109 20151105150946 ACCESSION NUMBER: 0001580642-15-005076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151105 DATE AS OF CHANGE: 20151105 EFFECTIVENESS DATE: 20151105 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: 151200224 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 09-30-2015 09-30-2015 false CFO4Life, L.P.

735 PLAZA BLVD SUITE 100 COPPELL TX 75019

13F HOLDINGS REPORT 028-16528 N Levi McMellian 214-637-9500 /s/ Levi McMellian Coppell TX 11-05-2015 0 67 94066 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 454 2791 SH SOLE 0 0 2791 ISHARES TR CORE S&P MCP ETF 464287507 607 4443 SH SOLE 0 0 4443 ISHARES TR CORE S&P SCP ETF 464287804 737 6914 SH SOLE 0 0 6914 ISHARES TR CORE S&P500 ETF 464287200 1334 6921 SH SOLE 0 0 6921 ISHARES TR RUSSELL 2000 ETF 464287655 1179 10796 SH SOLE 0 0 10796 SPDR S&P 500 ETF TR TR UNIT 78462F103 9115 47567 SH SOLE 0 0 47567 BRISTOL MYERS SQUIBB CO COM 110122108 1167 19717 SH SOLE 0 0 19717 REALTY INCOME CORP COM 756109104 274 5777 SH SOLE 0 0 5777 AMGEN INC COM 031162100 475 3433 SH SOLE 0 0 3433 BP PLC SPONSORED ADR 055622104 666 21781 SH SOLE 0 0 21781 QUALCOMM INC COM 747525103 1023 19042 SH SOLE 0 0 19042 JOHNSON & JOHNSON COM 478160104 287 3070 SH SOLE 0 0 3070 KROGER CO COM 501044101 852 23617 SH SOLE 0 0 23617 CHEVRON CORP NEW COM 166764100 325 4126 SH SOLE 0 0 4126 UNITED PARCEL SERVICE INC CL B 911312106 30060 304586 SH SOLE 0 0 304586 CISCO SYS INC COM 17275R102 367 13986 SH SOLE 0 0 13986 ISHARES TR RUS MID-CAP ETF 464287499 2594 16676 SH SOLE 0 0 16676 STARBUCKS CORP COM 855244109 222 3903 SH SOLE 0 0 3903 UNION PAC CORP COM 907818108 538 6089 SH SOLE 0 0 6089 GENERAL ELECTRIC CO COM 369604103 394 15613 SH SOLE 0 0 15613 GILEAD SCIENCES INC COM 375558103 1412 14377 SH SOLE 0 0 14377 JPMORGAN CHASE & CO COM 46625H100 918 15055 SH SOLE 0 0 15055 MONDELEZ INTL INC CL A 609207105 252 6027 SH SOLE 0 0 6027 WELLS FARGO & CO NEW COM 949746101 1193 23224 SH SOLE 0 0 23224 ALTERA CORP COM 021441100 465 9287 SH SOLE 0 0 9287 APPLE INC COM 037833100 2479 22475 SH SOLE 0 0 22475 KINDER MORGAN INC DEL COM 49456B101 239 8650 SH SOLE 0 0 8650 NOBLE CORP PLC SHS USD G65431101 1117 102359 SH SOLE 0 0 102359 SOUTHERN CO COM 842587107 510 11399 SH SOLE 0 0 11399 NORDIC AMERICAN TANKERS LIMI COM G65773106 235 15443 SH SOLE 0 0 15443 LENNOX INTL INC COM 526107107 1690 14916 SH SOLE 0 0 14916 AMERICAN ELEC PWR INC COM 025537101 279 4908 SH SOLE 0 0 4908 ENTERPRISE PRODS PARTNERS L COM 293792107 258 10357 SH SOLE 0 0 10357 CHICAGO BRIDGE & IRON CO N V COM 167250109 518 13062 SH SOLE 0 0 13062 EATON VANCE TAX MNGED BUY WR COM 27828X100 2200 144050 SH SOLE 0 0 144050 ALASKA AIR GROUP INC COM 011659109 1027 12924 SH SOLE 0 0 12924 JONES LANG LASALLE INC COM 48020Q107 352 2446 SH SOLE 0 0 2446 EATON VANCE ENHANCED EQ INC COM 278274105 265 22323 SH SOLE 0 0 22323 BLACKROCK ENHANCED EQT DIV T COM 09251A104 97 13541 SH SOLE 0 0 13541 EATON VANCE TX MNG BY WRT OP COM 27828Y108 706 49698 SH SOLE 0 0 49698 EATON VANCE TXMGD GL BUYWR O COM 27829C105 1017 95135 SH SOLE 0 0 95135 ZIX CORP COM 98974P100 280 66500 SH SOLE 0 0 66500 BLACKROCK ENH CAP & INC FD I COM 09256A109 1439 109585 SH SOLE 0 0 109585 DARLING INGREDIENTS INC COM 237266101 1865 165910 SH SOLE 0 0 165910 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 279 13393 SH SOLE 0 0 13393 WISDOMTREE TR MIDCAP DIVI FD 97717W505 994 12803 SH SOLE 0 0 12803 ARES CAP CORP COM 04010L103 318 21958 SH SOLE 0 0 21958 PROSPECT CAPITAL CORPORATION COM 74348T102 2492 349518 SH SOLE 0 0 349518 EATON VANCE TAX MNGD GBL DV COM 27829F108 209 25233 SH SOLE 0 0 25233 DELTA AIR LINES INC DEL COM NEW 247361702 476 10604 SH SOLE 0 0 10604 BLACKROCK INTL GRWTH & INC T COM BENE INTER 092524107 134 22002 SH SOLE 0 0 22002 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 776 12393 SH SOLE 0 0 12393 LEGACY TEX FINL GROUP INC COM 52471Y106 2503 82127 SH SOLE 0 0 82127 PHILIP MORRIS INTL INC COM 718172109 310 3907 SH SOLE 0 0 3907 REVOLUTION LIGHTING TECHNOLO COM 76155G107 14 15000 SH SOLE 0 0 15000 MAIN STREET CAPITAL CORP COM 56035L104 247 9280 SH SOLE 0 0 9280 ALPS ETF TR ALERIAN MLP 00162Q866 320 25653 SH SOLE 0 0 25653 LEAR CORP COM NEW 521865204 457 4204 SH SOLE 0 0 4204 MEDLEY CAP CORP COM 58503F106 265 35630 SH SOLE 0 0 35630 DBX ETF TR XTRAK MSCI EAFE 233051200 6750 258826 SH SOLE 0 0 258826 RETAIL PPTYS AMER INC CL A 76131V202 428 30344 SH SOLE 0 0 30344 TCP CAP CORP COM 87238Q103 339 24969 SH SOLE 0 0 24969 FIREEYE INC COM 31816Q101 377 11852 SH SOLE 0 0 11852 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 313 5301 SH SOLE 0 0 5301 VERITEX HLDGS INC COM 923451108 264 16876 SH SOLE 0 0 16876 NUVEEN DOW 30 DYN OVERWRITE SHS 67075F105 405 30059 SH SOLE 0 0 30059 XENIA HOTELS & RESORTS INC COM 984017103 1913 109584 SH SOLE 0 0 109584