Summit Financial Wealth Advisors, LLC Q4 2021 Filing
Filed January 12, 2022
Portfolio Value
$517K
Holdings
140
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $47.8M |
VUGVANGUARD INDEX FDS | $45.4M |
FTSMFIRST TR EXCHANGE-TRADED FD | $37.7M |
PFFISHARES TR | $30.0M |
XFEBFIRST TR EXCH TRADED FD III | $28.7M |
NOBLPROSHARES TR | $21.8M |
ACWVISHARES INC | $15.1M |
FMARFIRST TR EXCHNG TRADED FD VI | $14.8M |
IJRISHARES TR | $13.8M |
SCHESCHWAB STRATEGIC TR | $13.3M |
UPSUNITED PARCEL SERVICE INC | $10.5M |
GPCGENUINE PARTS CO | $10.0M |
SYYSYSCO CORP | $9.6M |
RTXRAYTHEON TECHNOLOGIES CORP | $9.4M |
USBUS BANCORP DEL | $9.3M |
PFEPFIZER INC | $9.0M |
ETNEATON CORP PLC | $9.0M |
VLOVALERO ENERGY CORP | $8.9M |
QCOMQUALCOMM INC | $8.8M |
MMM3M CO | $8.6M |
VTIVANGUARD INDEX FDS | $7.7M |
AAPLAPPLE INC | $7.5M |
GRMNGARMIN LTD | $7.4M |
FDDFIRST TR STOXX EUROPEAN SELE | $7.3M |
INTCINTEL CORP | $7.2M |
TTELUS CORPORATION | $7.0M |
HWCHANCOCK WHITNEY CORPORATION | $6.8M |
BACVERIZON COMMUNICATIONS INC | $6.6M |
MRKMERCK & CO INC | $5.2M |
SCHDSCHWAB STRATEGIC TR | $4.7M |
TAT&T INC | $4.6M |
VOVANGUARD INDEX FDS | $3.7M |
SCHFSCHWAB STRATEGIC TR | $3.6M |
MSFTMICROSOFT CORP | $3.2M |
VCITVANGUARD SCOTTSDALE FDS | $3.1M |
SPYSPDR S&P 500 ETF TR | $3.1M |
FT2FIRST HORIZON CORPORATION | $2.7M |
CVSCVS HEALTH CORP | $2.2M |
CVXCHEVRON CORP NEW | $2.2M |
NUVNUVEEN MUN VALUE FD INC | $2.2M |
2JEFOCUS FINL PARTNERS INC | $1.9M |
SPHDINVESCO EXCH TRADED FD TR II | $1.8M |
XOMEXXON MOBIL CORP | $1.7M |
VMOINVESCO MUN OPPORTUNITY TR | $1.7M |
MMDMAINSTAY MACKAY DEFINEDTERM | $1.5M |
JPMJPMORGAN CHASE & CO | $1.4M |
CAGCONAGRA BRANDS INC | $1.3M |
NZFNUVEEN MUNICIPAL CREDIT INC | $1.2M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.2M |
UNHUNITEDHEALTH GROUP INC | $1.1M |
BMYBRISTOL-MYERS SQUIBB CO | $1.1M |
SCHMSCHWAB STRATEGIC TR | $972K |
WMTWALMART INC | $940K |
VENVENTAS INC | $939K |
TXNTEXAS INSTRS INC | $890K |
HBCPHOME BANCORP INC | $874K |
MUBISHARES TR | $827K |
LWLAMB WESTON HLDGS INC | $826K |
ABBVABBVIE INC | $756K |
VIGVANGUARD SPECIALIZED FUNDS | $737K |
GDXVANECK ETF TRUST | $717K |
IVVISHARES TR | $712K |
RRBIRED RIVER BANCSHARES INC | $712K |
OBKORIGIN BANCORP INC | $692K |
XLKSELECT SECTOR SPDR TR | $682K |
IVWISHARES TR | $681K |
BACBK OF AMERICA CORP | $680K |
SBIWESTERN ASSET INTER MUNI FD | $678K |
CSCOCISCO SYS INC | $673K |
DISDISNEY WALT CO | $671K |
NDQINVESCO QQQ TR | $668K |
BABOEING CO | $662K |
GQ9SPDR GOLD TR | $656K |
PEPPEPSICO INC | $629K |
KMBKIMBERLY-CLARK CORP | $617K |
VGMINVESCO TR INVT GRADE MUNS | $586K |
FFORD MTR CO DEL | $581K |
VVISA INC | $558K |
HDHOME DEPOT INC | $557K |
VKIINVESCO ADVANTAGE MUN INCOME | $539K |
BTTBLACKROCK MUN TARGET TERM TR | $522K |
WMWASTE MGMT INC DEL | $498K |
AORISHARES TR | $485K |
MAMASTERCARD INCORPORATED | $480K |
KTFDWS MUN INCOME TR | $462K |
FANGDIAMONDBACK ENERGY INC | $417K |
BGBBLACKSTONE STRATEGIC CREDIT | $409K |
VNQVANGUARD INDEX FDS | $403K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $399K |
4I1PHILIP MORRIS INTL INC | $398K |
FNOVFIRST TR EXCHNG TRADED FD VI | $378K |
MOALTRIA GROUP INC | $369K |
IVEISHARES TR | $361K |
SCHGSCHWAB STRATEGIC TR | $355K |
SOSOUTHERN CO | $354K |
DNOVFIRST TR EXCHNG TRADED FD VI | $353K |
DYHTARGET CORP | $348K |
XLESELECT SECTOR SPDR TR | $339K |
DOWDOW INC | $312K |
IPINTERNATIONAL PAPER CO | $306K |
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