Summit Financial Wealth Advisors, LLC Q4 2020 Filing
Filed January 11, 2021
Portfolio Value
$367K
Holdings
101
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $32.6M |
DGROISHARES TR | $29.5M |
XFEBFIRST TR EXCH TRADED FD III | $25.4M |
FTSMFIRST TR EXCHANGE-TRADED FD | $25.1M |
NOBLPROSHARES TR | $23.4M |
PFFISHARES TR | $23.3M |
VOVANGUARD INDEX FDS | $17.9M |
DSEPFIRST TR EXCHNG TRADED FD VI | $12.8M |
ACWVISHARES INC | $12.8M |
QCOMQUALCOMM INC | $7.5M |
TATT INC | $7.3M |
UPSUNITED PARCEL SERVICE INC | $7.3M |
IJRISHARES TR | $7.2M |
SYYSYSCO CORP | $7.1M |
AVGOBROADCOM INC | $7.0M |
MMM3M CO | $6.9M |
VTIVANGUARD INDEX FDS | $6.8M |
ETNEATON CORP PLC | $6.7M |
BACVERIZON COMMUNICATIONS INC | $5.8M |
INTCINTEL CORP | $5.7M |
IBMINTERNATIONAL BUSINESS MACHS | $5.6M |
PFEPFIZER INC | $5.4M |
AAPLAPPLE INC | $5.3M |
GRMNGARMIN LTD | $5.1M |
TTELUS CORPORATION | $4.8M |
MRKMERCK CO. INC | $4.2M |
USBUS BANCORP DEL | $2.8M |
VLOVALERO ENERGY CORP | $2.7M |
SCHDSCHWAB STRATEGIC TR | $2.5M |
MSFTMICROSOFT CORP | $2.4M |
SPYSPDR SP 500 ETF TR | $2.4M |
HWCHANCOCK WHITNEY CORPORATION | $2.4M |
VCITVANGUARD SCOTTSDALE FDS | $2.3M |
SCHFSCHWAB STRATEGIC TR | $2.0M |
2JEFOCUS FINL PARTNERS INC | $1.6M |
SPHDINVESCO EXCH TRADED FD TR II | $1.6M |
CAGCONAGRA BRANDS INC | $1.4M |
VMOINVESCO MUN OPPORTUNITY TR | $1.3M |
CVSCVS HEALTH CORP | $1.3M |
NUVNUVEEN MUN VALUE FD INC | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
BMYBRISTOL-MYERS SQUIBB CO | $1.1M |
MMDMAINSTAY MACKAY DEFINDTRM MU | $1.1M |
JPMJPMORGAN CHASE CO | $1.0M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $995K |
UNHUNITEDHEALTH GROUP INC | $965K |
LWLAMB WESTON HLDGS INC | $853K |
MUBISHARES TR | $845K |
TXNTEXAS INSTRS INC | $843K |
NZFNUVEEN MUNICIPAL CREDIT INC | $839K |
WMTWALMART INC | $831K |
NDQINVESCO QQQ TR | $765K |
SCHMSCHWAB STRATEGIC TR | $737K |
KMBKIMBERLY CLARK CORP | $710K |
IVVISHARES TR | $663K |
SBIWESTERN ASSET INTER MUNI FD | $657K |
VIGVANGUARD SPECIALIZED FUNDS | $631K |
FT2FIRST HORIZON NATL CORP | $580K |
RRBIRED RIVER BANCSHARES INC | $574K |
PEPPEPSICO INC | $547K |
ABBVABBVIE INC | $536K |
VENVENTAS INC | $527K |
VGMINVESCO TR INVT GRADE MUNS | $526K |
MAMASTERCARD INCORPORATED | $504K |
XLKSELECT SECTOR SPDR TR | $476K |
BTTBLACKROCK MUN TARGET TERM TR | $474K |
GQ9SPDR GOLD TR | $469K |
VVISA INC | $462K |
4I1PHILIP MORRIS INTL INC | $420K |
AORISHARES TR | $411K |
BABOEING CO | $411K |
BGBBLACKSTONE GSO STRATEGIC CR | $410K |
DISDISNEY WALT CO | $400K |
GDXVANECK VECTORS ETF TR | $394K |
HBCPHOME BANCORP INC | $389K |
WMWASTE MGMT INC DEL | $382K |
BACBK OF AMERICA CORP | $364K |
XOMEXXON MOBIL CORP | $355K |
ITOTISHARES TR | $318K |
VKIINVESCO ADVANTAGE MUN INCOME | $293K |
HYGISHARES TR | $290K |
KTFDWS MUN INCOME TR | $290K |
SCHOSCHWAB STRATEGIC TR | $288K |
SOSOUTHERN CO | $287K |
MCDMCDONALDS CORP | $281K |
RTXRAYTHEON TECHNOLOGIES CORP | $266K |
WECWEC ENERGY GROUP INC | $250K |
ATOATMOS ENERGY CORP | $250K |
BONDPIMCO ETF TR | $244K |
VNQVANGUARD INDEX FDS | $227K |
AOMISHARES TR | $215K |
METAFACEBOOK INC | $210K |
HDHOME DEPOT INC | $206K |
FEXFIRST TR LRGE CP CORE ALPHA | $200K |
UAUNDER ARMOUR INC | $125K |
ETENERGY TRANSFER LP | $108K |
VKTXVIKING THERAPEUTICS INC | $85K |
GLUUGLU MOBILE INC | $77K |
GELGENESIS ENERGY L P | $52K |
AMZNAMAZON COM INC | $1K |
Page 1 of 2Next