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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2018-07-06 (Q2 2018) | Holdings: 138 | Value: $299.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NOBL - PROSHARES TR | New Purchase | 9.23% | $27.6M | +90.86% | +6.02% | +13.33% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 5.65% | $16.9M | +236.67% | +2.32% | +9.50% | |
| RFEU - FIRST TR EXCH TRADED FD III | New Purchase | 4.91% | $14.7M | +44.83% | -4.97% | -5.05% | |
| VO - VANGUARD INDEX FDS | New Purchase | 4.27% | $12.8M | +105.27% | -0.10% | +6.59% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | New Purchase | 3.87% | $11.6M | +43.61% | +0.08% | +7.91% | |
| PFF - ISHARES TR | New Purchase | 3.80% | $11.4M | +26.14% | -3.61% | +2.63% | |
| ABBV - ABBVIE INC | New Purchase | 2.33% | $7.0M | +221.92% | -2.25% | -23.88% | |
| SLB - SCHLUMBERGER LTD | New Purchase | 2.14% | $6.4M | -34.69% | -6.01% | -38.21% | |
| DD - DOWDUPONT INC | New Purchase | 2.09% | $6.3M | +0.13% | -4.18% | -21.13% | |
| INTC - INTEL CORP | New Purchase | 1.96% | $5.9M | -12.80% | -8.37% | -5.08% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 1.85% | $5.5M | +160.97% | +3.32% | +7.87% | |
| IJR - ISHARES TR | New Purchase | 1.82% | $5.5M | +56.54% | -3.05% | -8.80% | |
| RDS.B - ROYAL DUTCH SHELL PLC | New Purchase | 1.75% | $5.2M | ||||
| VLO - VALERO ENERGY CORP NEW | New Purchase | 1.63% | $4.9M | +112.57% | +8.03% | -21.93% | |
| ETN - EATON CORP PLC | New Purchase | 1.57% | $4.7M | +483.10% | +14.73% | +10.49% | |
| T - AT&T INC | New Purchase | 1.52% | $4.6M | +61.55% | +5.80% | +11.36% | |
| GRMN - GARMIN LTD | New Purchase | 1.44% | $4.3M | +383.89% | +11.28% | +33.13% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.43% | $4.3M | +61.21% | +7.05% | -0.24% | |
| ELV - ANTHEM INC | New Purchase | 1.38% | $4.1M | +56.29% | +15.72% | +19.74% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 1.38% | $4.1M | +181.04% | +4.61% | +2.40% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 1.32% | $4.0M | +7.72% | +12.59% | -0.80% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.32% | $3.9M | +251.57% | +10.90% | +11.05% | |
| OSB - NORBORD INC | New Purchase | 1.31% | $3.9M | -22.39% | -33.55% | ||
| LYB - LYONDELLBASELL INDUSTRIES N | New Purchase | 1.23% | $3.7M | -32.43% | -3.77% | -16.34% | |
| BK - BANK NEW YORK MELLON CORP | New Purchase | 1.22% | $3.6M | +148.47% | -0.79% | -17.71% | |
| EMR - EMERSON ELEC CO | New Purchase | 1.15% | $3.4M | +126.89% | +12.72% | -4.08% | |
| PFE - PFIZER INC | New Purchase | 1.14% | $3.4M | -3.51% | +22.53% | +20.16% | |
| IP - INTL PAPER CO | New Purchase | 1.13% | $3.4M | +35.12% | -9.42% | -14.32% | |
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 1.10% | $3.3M | +108.32% | +6.56% | +10.25% | |
| LAZ - LAZARD LTD | New Purchase | 1.08% | $3.2M | +42.98% | -5.96% | -26.44% | |
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 1.06% | $3.2M | +185.59% | +11.37% | +6.22% | |
| EMN - EASTMAN CHEM CO | New Purchase | 1.05% | $3.1M | -19.49% | -8.16% | -22.17% | |
| PRG - AARONS INC | New Purchase | 1.04% | $3.1M | -14.47% | +20.21% | +44.00% | |
| WM - WASTE MGMT INC DEL | New Purchase | 0.98% | $2.9M | +194.25% | +10.79% | +44.60% | |
| DAL - DELTA AIR LINES INC DEL | New Purchase | 0.98% | $2.9M | +32.41% | +5.88% | +22.91% | |
| KMB - KIMBERLY CLARK CORP | New Purchase | 0.93% | $2.8M | +43.58% | +8.45% | +34.84% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.86% | $2.6M | +161.60% | +18.05% | +14.36% | |
| OC - OWENS CORNING NEW | New Purchase | 0.86% | $2.6M | +125.02% | -15.30% | -9.69% | |
| T - TELUS CORP | New Purchase | 0.85% | $2.5M | +22.41% | -1.11% | +7.92% | |
| AAPL - APPLE INC | New Purchase | 0.82% | $2.5M | +486.97% | +18.50% | +7.16% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.80% | $2.4M | +54.69% | +19.26% | -15.33% | |
| GOOG - ALPHABET INC | New Purchase | 0.79% | $2.4M | +356.77% | +0.04% | -2.80% | |
| OXY - OCCIDENTAL PETE CORP DEL | New Purchase | 0.78% | $2.3M | -40.23% | -2.50% | -38.83% | |
| MGA - MAGNA INTL INC | New Purchase | 0.74% | $2.2M | -1.07% | -13.18% | -17.41% | |
| NUV - NUVEEN MUN VALUE FD INC | New Purchase | 0.70% | $2.1M | +25.35% | -2.10% | +11.07% | |
| HPE - HEWLETT PACKARD ENTERPRISE C | New Purchase | 0.66% | $2.0M | +96.73% | +6.38% | +2.94% | |
| SCHM - SCHWAB STRATEGIC TR | New Purchase | 0.65% | $1.9M | +79.17% | +0.37% | +3.78% | |
| BAX - BAXTER INTL INC | New Purchase | 0.65% | $1.9M | -64.73% | -1.45% | +10.54% | |
| VTR - VENTAS INC | New Purchase | 0.65% | $1.9M | +61.09% | -7.41% | +24.97% | |
| FDX - FEDEX CORP | New Purchase | 0.62% | $1.8M | +19.50% | +2.79% | -28.90% | |