Summit Financial Wealth Advisors, LLC Q3 2020 Filing
Filed November 9, 2020
Portfolio Value
$374.8M
Holdings
119
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (119 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $31.4M |
DGROISHARES TR | $29.3M |
FTSMFIRST TR EXCHANGE-TRADED FD | $25.5M |
XFEBFIRST TR EXCH TRADED FD III | $25.1M |
PFFISHARES TR | $23.4M |
NOBLPROSHARES TR | $23.3M |
VOVANGUARD INDEX FDS | $18.0M |
DSEPFIRST TR EXCHNG TRADED FD VI | $12.7M |
ACWVISHARES INC | $12.4M |
QCOMQUALCOMM INC | $8.1M |
IJRISHARES TR | $7.6M |
TAT&T INC | $7.4M |
UPSUNITED PARCEL SERVICE INC | $7.1M |
ETNEATON CORP PLC | $7.1M |
MMM3M CO | $7.0M |
VTIVANGUARD INDEX FDS | $6.9M |
AVGOBROADCOM INC | $6.7M |
SYYSYSCO CORP | $6.5M |
BACVERIZON COMMUNICATIONS INC | $6.0M |
GRMNGARMIN LTD | $5.8M |
IBMINTERNATIONAL BUSINESS MACHS | $5.7M |
PFEPFIZER INC | $5.5M |
AAPLAPPLE INC | $5.4M |
INTCINTEL CORP | $5.1M |
TTELUS CORPORATION | $4.6M |
MRKMERCK & CO. INC | $4.2M |
USBUS BANCORP DEL | $3.1M |
HWCHANCOCK WHITNEY CORPORATION | $2.9M |
MSFTMICROSOFT CORP | $2.5M |
SCHDSCHWAB STRATEGIC TR | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.5M |
VCITVANGUARD SCOTTSDALE FDS | $2.3M |
SCHFSCHWAB STRATEGIC TR | $2.0M |
2JEFOCUS FINL PARTNERS INC | $1.8M |
NUVNUVEEN MUN VALUE FD INC | $1.7M |
SPHDINVESCO EXCH TRADED FD TR II | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
CVSCVS HEALTH CORP | $1.5M |
VMOINVESCO MUN OPPORTUNITY TR | $1.4M |
CAGCONAGRA BRANDS INC | $1.4M |
MMDMAINSTAY MACKAY DEFINDTRM MU | $1.4M |
CVXCHEVRON CORP NEW | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.2M |
AMZNAMAZON COM INC | $1.2M |
FT2FIRST HORIZON NATL CORP | $1.1M |
WMTWALMART INC | $1.0M |
NZFNUVEEN MUNICIPAL CREDIT INC | $928K |
AORISHARES TR | $927K |
JPMJPMORGAN CHASE & CO | $926K |
UNHUNITEDHEALTH GROUP INC | $911K |
LWLAMB WESTON HLDGS INC | $849K |
TXNTEXAS INSTRS INC | $843K |
SCHMSCHWAB STRATEGIC TR | $728K |
MDYSPDR S&P MIDCAP 400 ETF TR | $704K |
NDQINVESCO QQQ TR | $684K |
MUBISHARES TR | $676K |
KMBKIMBERLY CLARK CORP | $668K |
SBIWESTERN ASSET INTER MUNI FD | $638K |
GQ9SPDR GOLD TR | $627K |
GOOGALPHABET INC | $618K |
RRBIRED RIVER BANCSHARES INC | $609K |
ABBVABBVIE INC | $598K |
IVVISHARES TR | $591K |
VENVENTAS INC | $584K |
PEPPEPSICO INC | $579K |
VIGVANGUARD SPECIALIZED FUNDS | $563K |
BACBK OF AMERICA CORP | $526K |
VGMINVESCO TR INVT GRADE MUNS | $525K |
AMGNAMGEN INC | $507K |
BTTBLACKROCK MUN TARGET TERM TR | $472K |
XLKSELECT SECTOR SPDR TR | $468K |
DISDISNEY WALT CO | $465K |
IVWISHARES TR | $460K |
KTFDWS MUN INCOME TR | $439K |
HBCPHOME BANCORP INC | $438K |
METAFACEBOOK INC | $437K |
VVISA INC | $427K |
WMWASTE MGMT INC DEL | $425K |
MAMASTERCARD INCORPORATED | $403K |
4I1PHILIP MORRIS INTL INC | $392K |
NVONOVO-NORDISK A S | $390K |
BGBBLACKSTONE GSO STRATEGIC CR | $384K |
BABOEING CO | $372K |
OBKORIGIN BANCORP INC | $360K |
CSCOCISCO SYS INC | $359K |
SOSOUTHERN CO | $330K |
ITOTISHARES TR | $320K |
DYHTARGET CORP | $316K |
HDHOME DEPOT INC | $301K |
R6C2ROYAL DUTCH SHELL PLC | $295K |
VKIINVESCO ADVANTAGE MUN INCOME | $290K |
MCDMCDONALDS CORP | $283K |
PGPROCTER AND GAMBLE CO | $282K |
WECWEC ENERGY GROUP INC | $277K |
SCHOSCHWAB STRATEGIC TR | $275K |
RTXRAYTHEON TECHNOLOGIES CORP | $275K |
GDXVANECK VECTORS ETF TR | $272K |
VLOVALERO ENERGY CORP | $268K |
IPINTERNATIONAL PAPER CO | $262K |
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