Summit Financial Wealth Advisors, LLC Q3 2018 Filing
Filed October 22, 2018
Portfolio Value
$335K
Holdings
144
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
NOBLPROSHARES TR | $28.4M |
FTSMFIRST TR EXCHANGE TRADED FD | $22.8M |
VUGVANGUARD INDEX FDS | $17.7M |
XFEBFIRST TR EXCHANGE-TRADED FD | $15.4M |
PFFISHARES TR | $15.0M |
VOVANGUARD INDEX FDS | $13.0M |
ABBVABBVIE INC | $6.9M |
PFEPFIZER INC | $6.5M |
SLBSCHLUMBERGER LTD | $6.4M |
DOWDOWDUPONT INC | $6.2M |
R6C2ROYAL DUTCH SHELL PLC | $6.1M |
VTIVANGUARD INDEX FDS | $5.9M |
VLOVALERO ENERGY CORP NEW | $5.6M |
IJRISHARES TR | $5.6M |
INTCINTEL CORP | $5.5M |
UPSUNITED PARCEL SERVICE INC | $5.5M |
TAT&T INC | $5.3M |
OSBCADNORBORD INC | $5.3M |
UNHUNITEDHEALTH GROUP INC | $5.2M |
ETNEATON CORP PLC | $5.1M |
ELVANTHEM INC | $5.0M |
GRMNGARMIN LTD | $4.8M |
4I1PHILIP MORRIS INTL INC | $4.0M |
EMREMERSON ELEC CO | $4.0M |
PRUPRUDENTIAL FINL INC | $4.0M |
LYBLYONDELLBASELL INDUSTRIES N | $3.7M |
XOMEXXON MOBIL CORP | $3.7M |
UTXZUNITED TECHNOLOGIES CORP | $3.6M |
BKBANK NEW YORK MELLON CORP | $3.4M |
TTELUS CORP | $3.3M |
AAPLAPPLE INC | $3.3M |
CVSCVS HEALTH CORP | $3.2M |
LAZLAZARD LTD | $3.2M |
ALSALLSTATE CORP | $3.1M |
GEGENERAL ELECTRIC CO | $3.1M |
WMWASTE MGMT INC DEL | $3.1M |
KMBKIMBERLY CLARK CORP | $3.0M |
SCHDSCHWAB STRATEGIC TR | $2.9M |
DALDELTA AIR LINES INC DEL | $2.9M |
CVXCHEVRON CORP NEW | $2.8M |
OXYOCCIDENTAL PETE CORP DEL | $2.6M |
IPINTL PAPER CO | $2.3M |
EMNEASTMAN CHEM CO | $2.3M |
XLESELECT SECTOR SPDR TR | $2.2M |
BAXBAXTER INTL INC | $2.1M |
MRKMERCK & CO INC | $2.1M |
VENVENTAS INC | $2.0M |
FDXFEDEX CORP | $1.9M |
XOPUSDSPDR SERIES TRUST | $1.9M |
JPMJPMORGAN CHASE & CO | $1.8M |
BFSTBUSINESS FIRST BANCSHARES IN | $1.7M |
MSFTMICROSOFT CORP | $1.7M |
WMTWALMART INC | $1.6M |
SCHMSCHWAB STRATEGIC TR | $1.3M |
VMOINVESCO MUN OPPORTUNITY TR | $1.3M |
MGAMAGNA INTL INC | $1.3M |
AMLPUSDALPS ETF TR | $1.1M |
VCITVANGUARD SCOTTSDALE FDS | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $967K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $965K |
IBKCIBERIABANK CORP | $957K |
TXNTEXAS INSTRS INC | $913K |
SBIWESTERN ASSET INTM MUNI FD I | $895K |
IVVISHARES TR | $888K |
BGBBLACKSTONE GSO STRATEGIC CR | $884K |
—ROYAL BK SCOTLAND GROUP PLC | $867K |
SPYSPDR S&P 500 ETF TR | $848K |
MOALTRIA GROUP INC | $840K |
SCHFSCHWAB STRATEGIC TR | $810K |
BACVERIZON COMMUNICATIONS INC | $804K |
HBCPHOME BANCORP INC | $796K |
HALHALLIBURTON CO | $745K |
KTFDWS MUN INCOME TR NEW | $734K |
MMDMAINSTAY MACKAY DEFINDTRM MU | $691K |
SHMSPDR SER TR | $664K |
FNDXSCHWAB STRATEGIC TR | $624K |
NZFNUVEEN MUNICIPAL CREDIT INC | $580K |
VGMINVESCO TR INVT GRADE MUNS | $578K |
APCANADARKO PETE CORP | $529K |
MCDMCDONALDS CORP | $525K |
NUVNUVEEN MUN VALUE FD INC | $522K |
OKEONEOK INC NEW | $516K |
PEPPEPSICO INC | $499K |
HYGISHARES TR | $473K |
BACBANK AMER CORP | $454K |
BKLNINVESCO EXCHNG TRADED FD TR | $452K |
XLKSELECT SECTOR SPDR TR | $430K |
AMGNAMGEN INC | $418K |
OBKORIGIN BANCORP INC | $387K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $371K |
LQDISHARES TR | $357K |
AGGISHARES TR | $342K |
CSCOCISCO SYS INC | $341K |
SPHDINVESCO EXCHNG TRADED FD TR | $336K |
VNQVANGUARD INDEX FDS | $331K |
MUBISHARES TR | $331K |
JNJJOHNSON & JOHNSON | $328K |
FNDASCHWAB STRATEGIC TR | $328K |
SOSOUTHERN CO | $322K |
DISDISNEY WALT CO | $320K |
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