Summit Financial Wealth Advisors, LLC Q4 2023 Filing
Filed January 19, 2024
Portfolio Value
$440K
Holdings
128
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
GJUNFIRST TR EXCHNG TRADED FD VI | $47K |
VUGVANGUARD INDEX FDS | $37K |
FDLFIRST TR MORNINGSTAR DIVID L | $25K |
VYMIVANGUARD WHITEHALL FDS | $25K |
NOBLPROSHARES TR | $21K |
PFFISHARES TR | $18K |
IJRISHARES TR | $14K |
AMLPALPS ETF TR | $12K |
SCHDSCHWAB STRATEGIC TR | $11K |
VLOVALERO ENERGY CORP | $11K |
GRMNGARMIN LTD | $10K |
HWCHANCOCK WHITNEY CORPORATION | $9K |
RTXRTX CORPORATION | $9K |
GPCGENUINE PARTS CO | $9K |
ETNEATON CORP PLC | $9K |
CMICUMMINS INC | $8K |
MMM3M CO | $8K |
UPSUNITED PARCEL SERVICE INC | $7K |
AAPLAPPLE INC | $7K |
VTIVANGUARD INDEX FDS | $7K |
QCOMQUALCOMM INC | $7K |
SYYSYSCO CORP | $7K |
MRKMERCK & CO INC | $7K |
CVXCHEVRON CORP NEW | $4K |
TAT&T INC | $4K |
XOMEXXON MOBIL CORP | $4K |
IPINTERNATIONAL PAPER CO | $4K |
TTELUS CORPORATION | $4K |
RSPINVESCO EXCHANGE TRADED FD T | $3K |
MSFTMICROSOFT CORP | $3K |
VOVANGUARD INDEX FDS | $3K |
DVNDEVON ENERGY CORP NEW | $3K |
IBMINTERNATIONAL BUSINESS MACHS | $3K |
IVVISHARES TR | $2K |
SPYSPDR S&P 500 ETF TR | $2K |
GAPRFIRST TR EXCHNG TRADED FD VI | $2K |
IVEISHARES TR | $2K |
SPHDINVESCO EXCH TRADED FD TR II | $1K |
JPMJPMORGAN CHASE & CO | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
AMZNAMAZON COM INC | $1K |
CSCOCISCO SYS INC | $1K |
SCHGSCHWAB STRATEGIC TR | $1K |
LWLAMB WESTON HLDGS INC | $1K |
TSLATESLA INC | $1K |
FT2FIRST HORIZON CORPORATION | $1K |
CVSCVS HEALTH CORP | $1K |
NUVNUVEEN MUN VALUE FD INC | $1K |
GOOGALPHABET INC | $1K |
IYEISHARES TR | $1K |
SPTLSPDR SER TR | $1K |
DGROISHARES TR | $1K |
CAGCONAGRA BRANDS INC | $1K |
WMTWALMART INC | $1K |
VNQVANGUARD INDEX FDS | $0 |
COSTCOSTCO WHSL CORP NEW | $0 |
FFORD MTR CO DEL | $0 |
COPCONOCOPHILLIPS | $0 |
BKBANK NEW YORK MELLON CORP | $0 |
XLESELECT SECTOR SPDR TR | $0 |
SBIWESTERN ASSET INTER MUNI FD | $0 |
VKTXVIKING THERAPEUTICS INC | $0 |
ABBVABBVIE INC | $0 |
GSATUSDGLOBALSTAR INC | $0 |
NEMNEWMONT CORP | $0 |
ACWVISHARES INC | $0 |
OKEONEOK INC NEW | $0 |
WMWASTE MGMT INC DEL | $0 |
BACBANK AMERICA CORP | $0 |
GDXVANECK ETF TRUST | $0 |
SOSOUTHERN CO | $0 |
BGBBLACKSTONE STRATEGIC CRED 20 | $0 |
CLSTCATALYST BANCORP INC | $0 |
UNPUNION PAC CORP | $0 |
DYHTARGET CORP | $0 |
PFEPFIZER INC | $0 |
IAU*ISHARES GOLD TR | $0 |
KTFDWS MUN INCOME TR NEW | $0 |
VVISA INC | $0 |
JEPIJ P MORGAN EXCHANGE TRADED F | $0 |
SFNCSIMMONS 1ST NATL CORP | $0 |
METAMETA PLATFORMS INC | $0 |
VIGVANGUARD SPECIALIZED FUNDS | $0 |
TELLEURTELLURIAN INC NEW | $0 |
AIQGLOBAL X FDS | $0 |
VMOINVESCO MUN OPPORTUNITY TR | $0 |
LINLINDE PLC | $0 |
NDQINVESCO QQQ TR | $0 |
PEPPEPSICO INC | $0 |
—DESKTOP METAL INC | $0 |
GELGENESIS ENERGY L P | $0 |
NZFNUVEEN MUNICIPAL CREDIT INC | $0 |
ETENERGY TRANSFER L P | $0 |
XFEBFIRST TR EXCH TRADED FD III | $0 |
MAMASTERCARD INCORPORATED | $0 |
SGOVISHARES TR | $0 |
GQ9SPDR GOLD TR | $0 |
MCDMCDONALDS CORP | $0 |
KMBKIMBERLY-CLARK CORP | $0 |
HBCPHOME BANCORP INC | $0 |
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