Summit Financial Wealth Advisors, LLC Q4 2019 Filing
Filed January 28, 2020
Portfolio Value
$412K
Holdings
137
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (137 positions)
| Stock | Value |
|---|---|
NOBLPROSHARES TR | $36.9M |
DGROISHARES TR | $31.7M |
VUGVANGUARD INDEX FDS | $24.6M |
FTSMFIRST TR EXCHANGE TRADED FD | $24.4M |
XFEBFIRST TR EXCHANGE-TRADED FD | $18.7M |
SPHDINVESCO EXCHNG TRADED FD TR | $17.7M |
PFFISHARES TR | $16.8M |
VOVANGUARD INDEX FDS | $15.7M |
TAT&T INC | $10.6M |
INTCINTEL CORP | $8.4M |
VLOVALERO ENERGY CORP NEW | $7.0M |
VTIVANGUARD INDEX FDS | $6.9M |
IBMINTERNATIONAL BUSINESS MACHS | $6.8M |
GRMNGARMIN LTD | $6.8M |
ETNEATON CORP PLC | $6.5M |
AVGOBROADCOM INC | $6.4M |
PFEPFIZER INC | $6.4M |
IJRISHARES TR | $6.2M |
TTELUS CORP | $5.9M |
OKEONEOK INC NEW | $5.9M |
TFCTRUIST FINL CORP | $5.8M |
R6C2ROYAL DUTCH SHELL PLC | $5.6M |
UPSUNITED PARCEL SERVICE INC | $5.3M |
KMBKIMBERLY CLARK CORP | $5.3M |
EMREMERSON ELEC CO | $5.2M |
PRUPRUDENTIAL FINL INC | $4.5M |
AAPLAPPLE INC | $4.5M |
MRKMERCK & CO INC | $4.5M |
LYBLYONDELLBASELL INDUSTRIES N | $4.0M |
ACWVISHARES INC | $3.9M |
ITOTISHARES TR | $3.6M |
CVSCVS HEALTH CORP | $3.2M |
AORISHARES TR | $3.2M |
GDXVANECK VECTORS ETF TRUST | $3.1M |
—ACTINIUM PHARMACEUTICALS INC | $3.0M |
XOMEXXON MOBIL CORP | $2.7M |
SCHDSCHWAB STRATEGIC TR | $2.6M |
SPYSPDR S&P 500 ETF TR | $2.6M |
BMYBRISTOL MYERS SQUIBB CO | $2.6M |
CDCVICTORY PORTFOLIOS II | $2.4M |
MSFTMICROSOFT CORP | $2.4M |
CVXCHEVRON CORP NEW | $2.2M |
HDVISHARES TR | $2.1M |
WMWASTE MGMT INC DEL | $2.1M |
IBKCIBERIABANK CORP | $1.9M |
JPMJPMORGAN CHASE & CO | $1.8M |
2JEFOCUS FINL PARTNERS INC | $1.8M |
VENVENTAS INC | $1.7M |
VCITVANGUARD SCOTTSDALE FDS | $1.7M |
CFOVICTORY PORTFOLIOS II | $1.4M |
WMTWALMART INC | $1.3M |
SCHFSCHWAB STRATEGIC TR | $1.3M |
VMOINVESCO MUN OPPORTUNITY TR | $1.3M |
DALDELTA AIR LINES INC DEL | $1.3M |
CAGCONAGRA BRANDS INC | $1.3M |
MMDMAINSTAY MACKAY DEFINDTRM MU | $1.2M |
ALSALLSTATE CORP | $1.2M |
LWLAMB WESTON HLDGS INC | $1.2M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
RINGISHARES INC | $1.0M |
IAUUSDISHARES GOLD TRUST | $991K |
BGBBLACKSTONE GSO STRATEGIC CR | $984K |
TXNTEXAS INSTRS INC | $889K |
SCHMSCHWAB STRATEGIC TR | $860K |
XLKSELECT SECTOR SPDR TR | $854K |
SBIWESTERN ASSET INTM MUNI FD I | $829K |
NZFNUVEEN MUNICIPAL CREDIT INC | $770K |
BACBANK AMER CORP | $765K |
KTFDWS MUN INCOME TR NEW | $726K |
BACVERIZON COMMUNICATIONS INC | $702K |
ONEVSPDR SERIES TRUST | $695K |
GQ9SPDR GOLD TRUST | $679K |
USMVISHARES TR | $669K |
IVVISHARES TR | $656K |
QUALISHARES TR | $653K |
HBCPHOME BANCORP INC | $638K |
PEPPEPSICO INC | $616K |
NUVNUVEEN MUN VALUE FD INC | $588K |
RRBIRED RIVER BANCSHARES INC | $586K |
ABBVABBVIE INC | $567K |
MCDMCDONALDS CORP | $562K |
MAMASTERCARD INC | $548K |
SHMSPDR SERIES TRUST | $548K |
AMLPUSDALPS ETF TR | $545K |
UTXZUNITED TECHNOLOGIES CORP | $540K |
NDQINVESCO QQQ TR | $540K |
AMGNAMGEN INC | $522K |
OBKORIGIN BANCORP INC | $514K |
4I1PHILIP MORRIS INTL INC | $500K |
VGMINVESCO TR INVT GRADE MUNS | $492K |
QCOMQUALCOMM INC | $465K |
MOALTRIA GROUP INC | $464K |
VVISA INC | $459K |
BTTBLACKROCK MUN 2030 TAR TERM | $454K |
DISDISNEY WALT CO | $439K |
SLBSCHLUMBERGER LTD | $425K |
XLESELECT SECTOR SPDR TR | $424K |
SCHOSCHWAB STRATEGIC TR | $415K |
0VVBVIACOMCBS INC | $406K |
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