Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CFO4LIFE GROUP, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
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 |
|
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