Tenencias informadas de la
Cfo4Life Group LLC

Legal Name: CFO4LIFE GROUP, LLC

Período de informe: Jun 30, 2019
Fecha de vigencia: Jul 29, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado	Opción
UNITED PARCEL SERVIC (911312106)	316,428	$32,677k
ISHARES TR (46432F396)	116,662	$13,836k
ISHARES TR (46429B697)	192,872	$11,906k
DBX ETF TR (233051200)	312,057	$9,864k
ISHARES TR CORE S&P SCP ETF (464287804)	122,546	$9,593k
Apple Inc (037833100)	40,431	$8,002k
ISHARES TR (46432F388)	82,578	$6,704k
DARLING INGREDIENTS INC (237266101)	310,002	$6,166k
VISA INC COM CL A (92826C839)	34,821	$6,043k
FIRST TR EXCHANGE TRADED FD (33738D101)	223,804	$5,629k
LENNOX INTL INC (526107107)	20,199	$5,555k
MICROSOFT CORP (594918104)	40,545	$5,431k
HOME DEPOT INC (437076102)	25,426	$5,288k
Amazon.com Inc (023135106)	2,562	$4,851k
WASTE MGMT INC DEL (94106L109)	36,570	$4,219k
MASTERCARD INC (57636Q104)	14,785	$3,911k
CSX CORP (126408103)	46,961	$3,633k
SCHWAB STRATEGIC TR (808524102)	45,779	$3,229k
PEPSICO INC (713448108)	20,027	$2,626k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	17,459	$2,620k
PROCTER & GAMBLE CO (742718109)	22,072	$2,420k
PFIZER INC (717081103)	55,829	$2,419k
WALMART INC COM (931142103)	21,613	$2,388k
3M CO (88579Y101)	12,432	$2,155k
LEGACY TEX FINL GROUP INC COM (52471Y106)	52,310	$2,130k
Exxon Mobil Corp (30231G102)	27,622	$2,117k
BlackRock, Inc. (09247X101)	4,092	$1,920k
Facebook Inc (30303M102)	9,616	$1,856k
Alphabet Inc (02079K107)	1,619	$1,750k
CISCO SYSTEMS INC (17275R102)	30,745	$1,683k
JOHNSON & JOHNSON (478160104)	11,879	$1,655k
Chevron Corp (166764100)	12,242	$1,523k
INTEL CORP (458140100)	30,587	$1,464k
JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF (46641Q654)	28,053	$1,415k
CITIGROUP INC (172967424)	18,111	$1,268k
ALPHABET INC (02079K305)	1,133	$1,227k
ISHARES TR CORE S&P TTL STK (464287150)	17,600	$1,173k
EATON VANCE TAX MNGED BUY WR (27828X100)	63,907	$1,000k
JPMORGAN CHASE & CO (46625H100)	8,630	$965k
BAIN CAP SPECIALTY (05684B107)	49,490	$922k
COMCAST CORP (20030N101)	21,497	$909k
ISHARES TR (464287663)	15,423	$874k
UNITEDHEALTH GRP INC (91324P102)	3,575	$872k
NOVARTIS AG (66987V109)	9,055	$827k
ConocoPhillips (20825C104)	13,038	$795k
Booking Holdings, Inc. (09857L108)	413	$774k
COCA-COLA CO (191216100)	14,310	$729k
FLEETCOR TECHNOLOGIES INC (339041105)	2,385	$670k
AMGEN INC (031162100)	3,555	$655k
LAM RESEARCH CORP (512807108)	3,430	$644k
PROGRESSIVE CORP (743315103)	8,019	$641k
ENBRIDGE INC (29250N105)	17,437	$629k
ZIONS BANCORPORATION N.A. (989701107)	13,407	$616k
ICON PLC (G4705A100)	3,924	$604k
AT&T INC (00206R102)	17,990	$603k
SOUTHWEST AIRLS CO (844741108)	11,814	$600k
ZEBRA TECHNOLOGIES CORP (989207105)	2,851	$597k
ON SEMICONDUCTOR CORP (682189105)	28,915	$584k
ZIX CORP (98974P100)	63,000	$573k
Thermo Fisher Scientific Inc (883556102)	1,944	$571k
WELLCARE HEALTH PLANS INC (94946T106)	1,967	$561k
STRYKER CORP (863667101)	2,719	$559k
CDW CORP (12514G108)	5,035	$559k
LULULEMON ATHLETICA (550021109)	3,000	$541k
CENTENE CORP DEL (15135B101)	10,285	$539k
CITIZENS FINANCIAL (174610105)	14,948	$529k
EATON VANCE (27828Y108)	34,902	$524k
ALTRIA GROUP INC (02209S103)	10,684	$506k
INVESCO EXCHNG TRADED FD TR (46138E354)	8,750	$481k
Blackrock Enh Cap And Inc (09256A109)	29,390	$464k
Berkshire Hathaway, Inc. (084670702)	2,072	$442k
VERIZON COMMUNICATIONS (92343V104)	7,637	$436k
BP PLC (055622104)	10,383	$433k
Marathon Petroleum Corp (56585A102)	7,445	$416k
UNION PAC CORP (907818108)	2,434	$412k
DUKE ENERGY CORP (26441C204)	4,656	$411k
GILEAD SCIENCES INC (375558103)	6,036	$408k
HILTON WRLDWDE HLDGS (43300A203)	4,173	$408k
ENTERPRISE PRODS (293792107)	13,500	$390k
EATON VANCE TXMGD GL BUYWR O (27829C105)	39,345	$385k
JP MORGAN EXCHANGE TRADED FD (46641Q837)	7,610	$383k
ISHARES TR (464289875)	9,541	$372k
SS&C TECH HLDGS (78467J100)	6,206	$358k
WELLTOWER INC (95040Q104)	4,361	$356k
MAGELLAN MIDSTREAM (559080106)	5,434	$348k
ISHARES TR RUS 1000 GRW ETF (464287614)	2,117	$333k
MCDONALDS CORP (580135101)	1,571	$326k
AMERIGAS PTRN L P (030975106)	9,230	$322k
LAMAR ADVERTISING (512816109)	3,786	$306k
FEDEX CORP (31428X106)	1,851	$304k
VENTAS INC (92276F100)	4,384	$300k
YUM BRANDS INC (988498101)	2,628	$291k
Phillips 66 (718546104)	2,954	$276k
ISHARES (464288877)	5,526	$266k
SOUTHERN CO (842587107)	4,774	$264k
XENIA HOTELS & RESORTS INC (984017103)	12,628	$263k
ALIBABA GROUP HLDG LTD (01609W102)	1,528	$259k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)	1,648	$246k
Lockheed Martin Corp (539830109)	663	$241k
BT GROUP PLC SPON ADR (05577E101)	18,037	$230k
BECTON DICKINSON (075887109)	910	$229k
Boeing Co/The (097023105)	627	$228k
PHILIP MORRIS INTL (718172109)	2,909	$228k
Netflix Inc (64110L106)	606	$223k
Bank of America Corp. (060505104)	7,625	$221k
DISNEY WALT CO (254687106)	1,573	$220k
S&P WRLD EX US (78463X889)	7,395	$219k
VANGUARD INDEX FDS GROWTH ETF (922908736)	1,288	$210k
VANGUARD INDEX FDS SML CP GRW ETF (922908595)	1,123	$209k
Retail Properties of America, Inc. (76131V202)	17,648	$208k
LEAR CORP (521865204)	1,489	$207k
Archer-Daniels-Midland Co (039483102)	5,056	$206k
BLACKROCK TCP CAP CORP (09259E108)	14,252	$203k
PROSHARES TR (74348A467)	2,901	$201k
AllianceBernstein National Municipal In (01864U106)	12,854	$173k
MONROE CAP CORP (610335101)	14,353	$166k
ALPS ALERIAN MLP ETF (00162Q866)	15,155	$149k
NOBLE CORPRATION PLC (G65431101)	40,317	$75k
LLOYDS BANKING GR (539439109)	23,573	$67k
SAVARA INC (805111101)	14,289	$34k
FOCUS FINL PARTNERS IN COM CL (34417P100)	20,000	$31k	Call
BAYTEX ENERGY CORP (07317Q105)	11,000	$17k
Solitario (8342EP107)	32,674	$10k

Tenencias informadas de la Cfo4Life Group LLC

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