Summit Financial Wealth Advisors, LLC Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$229K
Holdings
139
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
NOBLPROSHARES TR | $19.5M |
PFFISHARES TR | $14.1M |
VUGVANGUARD INDEX FDS | $9.7M |
QCOMQUALCOMM INC | $6.7M |
TAT&T INC | $6.0M |
SYYSYSCO CORP | $5.0M |
MMM3M CO | $4.7M |
—DOW CHEM CO | $4.4M |
PEPPEPSICO INC | $4.3M |
INTCINTEL CORP | $4.2M |
ALSALLSTATE CORP | $4.1M |
—POWERSHARES ETF TR II | $4.1M |
4I1PHILIP MORRIS INTL INC | $3.9M |
ABBVABBVIE INC | $3.8M |
—GOVERNMENT PPTYS INCOME TR | $3.8M |
VTIVANGUARD INDEX FDS | $3.6M |
SCHDSCHWAB STRATEGIC TR | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.5M |
BKBANK NEW YORK MELLON CORP | $3.5M |
BMYBRISTOL MYERS SQUIBB CO | $3.1M |
FEXFIRST TR LRGE CP CORE ALPHA | $3.0M |
BACVERIZON COMMUNICATIONS INC | $2.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.9M |
GRMNGARMIN LTD | $2.9M |
JCIJOHNSON CTLS INTL PLC | $2.8M |
CINFCINCINNATI FINL CORP | $2.8M |
GEGENERAL ELECTRIC CO | $2.8M |
JPMJPMORGAN CHASE & CO | $2.7M |
FFORD MTR CO DEL | $2.7M |
KMBKIMBERLY CLARK CORP | $2.7M |
CLXCLOROX CO DEL | $2.6M |
VOVANGUARD INDEX FDS | $2.5M |
ITWILLINOIS TOOL WKS INC | $2.5M |
AAPLAPPLE INC | $2.4M |
ELVANTHEM INC | $2.4M |
TRPTRANSCANADA CORP | $2.3M |
CVXCHEVRON CORP NEW | $2.2M |
NUVNUVEEN MUN VALUE FD INC | $2.0M |
XOMEXXON MOBIL CORP | $1.8M |
PFEPFIZER INC | $1.7M |
MSFTMICROSOFT CORP | $1.7M |
ETNEATON CORP PLC | $1.7M |
SMDVPROSHARES TR | $1.6M |
IPINTL PAPER CO | $1.6M |
MDIVFIRST TR EXCHANGE TRADED FD | $1.6M |
VMOINVESCO MUN OPPORTUNITY TR | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.4M |
SCHMSCHWAB STRATEGIC TR | $1.4M |
GMGENERAL MTRS CO | $1.4M |
—ROYAL BK SCOTLAND GROUP PLC | $1.3M |
DALDELTA AIR LINES INC DEL | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
UTXZUNITED TECHNOLOGIES CORP | $1.3M |
WFCWELLS FARGO & CO NEW | $1.2M |
DYHTARGET CORP | $1.1M |
—DEUTSCHE MUN INCOME | $1.1M |
VIGVANGUARD SPECIALIZED PORTFOL | $1.0M |
MCDMCDONALDS CORP | $1.0M |
NZFNUVEEN MUNICIPAL CREDIT INC | $1.0M |
WECWEC ENERGY GROUP INC | $937K |
REGLPROSHARES TR | $933K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $930K |
SBIWESTERN ASSET INTM MUNI FD I | $929K |
WYNEURWYNDHAM WORLDWIDE CORP | $910K |
PGPROCTER AND GAMBLE CO | $909K |
EMREMERSON ELEC CO | $909K |
—BUCKEYE PARTNERS L P | $850K |
—TWENTY FIRST CENTY FOX INC | $845K |
METMETLIFE INC | $826K |
HPEHEWLETT PACKARD ENTERPRISE C | $808K |
MOALTRIA GROUP INC | $772K |
SOSOUTHERN CO | $765K |
—ROYAL BK SCOTLAND GROUP PLC | $761K |
MRKMERCK & CO INC | $747K |
—IBERIABANK CORP | $732K |
BAXBAXTER INTL INC | $677K |
HALHALLIBURTON CO | $669K |
VMWEURVMWARE INC | $667K |
EMNEASTMAN CHEM CO | $652K |
OXYOCCIDENTAL PETE CORP DEL | $641K |
AOMISHARES | $626K |
MDYSPDR S&P MIDCAP 400 ETF TR | $613K |
WMTWAL-MART STORES INC | $608K |
SLBSCHLUMBERGER LTD | $582K |
UNPUNION PAC CORP | $578K |
CMICUMMINS INC | $575K |
AMLPUSDALPS ETF TR | $573K |
HBCPHOME BANCORP INC | $555K |
VLOVALERO ENERGY CORP NEW | $548K |
APCANADARKO PETE CORP | $536K |
AORISHARES | $520K |
DEDEERE & CO | $499K |
VYMVANGUARD WHITEHALL FDS INC | $497K |
MMDMAINSTAY DEFINEDTERM MN OPP | $478K |
BACBANK AMER CORP | $462K |
VGMINVESCO TR INVT GRADE MUNS | $449K |
IVZINVESCO LTD | $430K |
VCSHVANGUARD SCOTTSDALE FDS | $418K |
IBMINTERNATIONAL BUSINESS MACHS | $417K |
RBS 5.75 PERP LROYAL BK SCOTLAND GROUP PLC | $415K |
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