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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2018-10-22 (Q3 2018) | Holdings: 144 | Value: $334.5M | 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 | Add 1% ($372.0K) | 8.49% | $28.4M | +91.45% | +0.65% | +17.51% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | New Purchase | 6.83% | $22.8M | +20.97% | +0.37% | +2.62% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(153.1K) | 5.29% | $17.7M | +249.70% | -3.39% | +15.05% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 38% ($4.2M) | 4.61% | $15.4M | +43.72% | -0.37% | +12.02% | |
| PFF - ISHARES TR | Add 38% ($4.1M) | 4.48% | $15.0M | +30.68% | -0.27% | +10.37% | |
| VO - VANGUARD INDEX FDS | Add 3% ($369.0K) | 3.90% | $13.0M | +118.98% | -1.21% | +14.02% | |
| ABBV - ABBVIE INC | Add 5% ($307.3K) | 2.06% | $6.9M | +274.09% | +8.42% | -0.53% | |
| PFE - PFIZER INC | Add 56% ($2.4M) | 1.95% | $6.5M | -18.75% | -3.20% | -13.28% | |
| SLB - SCHLUMBERGER LTD | Add 9% ($516.6K) | 1.91% | $6.4M | -21.36% | -21.28% | -33.08% | |
| DD - DOWDUPONT INC | Add 7% ($396.6K) | 1.85% | $6.2M | +19.96% | +3.25% | -12.32% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Add 12% ($671.7K) | 1.82% | $6.1M | ||||
| VTI - VANGUARD INDEX FDS | Add 4% ($202.6K) | 1.78% | $5.9M | +168.66% | -2.15% | +12.07% | |
| VLO - VALERO ENERGY CORP NEW | Add 3% ($140.4K) | 1.67% | $5.6M | +151.72% | -11.31% | +7.83% | |
| IJR - ISHARES TR | Reduce 1% $(75.3K) | 1.66% | $5.6M | +73.24% | -4.10% | +3.04% | |
| INTC - INTEL CORP | Add 10% ($517.9K) | 1.65% | $5.5M | +1.31% | +9.19% | +20.08% | |
| UPS - UNITED PARCEL SERVICE INC | Add 25% ($1.1M) | 1.64% | $5.5M | -0.55% | -10.96% | +4.35% | |
| T - AT&T INC | Add 28% ($1.2M) | 1.58% | $5.3M | +56.95% | -3.97% | +22.67% | |
| OSB - NORBORD INC | Add 78% ($2.3M) | 1.57% | $5.3M | +1.90% | +13.18% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(65.1K) | 1.54% | $5.2M | +55.97% | +3.14% | -3.04% | |
| ETN - EATON CORP PLC | Add 10% ($452.1K) | 1.53% | $5.1M | +490.68% | -5.05% | +17.63% | |
| ELV - ANTHEM INC | Reduce 1% $(35.3K) | 1.49% | $5.0M | +37.78% | -1.15% | -2.00% | |
| GRMN - GARMIN LTD | Add 7% ($310.3K) | 1.45% | $4.8M | +376.19% | +10.05% | +43.71% | |
| PM - PHILIP MORRIS INTL INC | Add 16% ($537.0K) | 1.19% | $4.0M | +160.20% | -14.27% | -1.00% | |
| EMR - EMERSON ELEC CO | Add 11% ($379.6K) | 1.19% | $4.0M | +124.78% | -9.90% | +4.29% | |
| PRU - PRUDENTIAL FINL INC | New Purchase | 1.19% | $4.0M | +53.31% | -2.62% | +1.71% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Add 11% ($363.9K) | 1.11% | $3.7M | -18.77% | -5.20% | +2.94% | |
| XOM - EXXON MOBIL CORP | New Purchase | 1.11% | $3.7M | +99.83% | -10.04% | -8.88% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 11% ($347.3K) | 1.09% | $3.6M | +184.66% | -6.39% | +13.86% | |
| GOOG - ALPHABET INC | Add 42% ($1.0M) | 1.06% | $3.5M | +385.33% | -0.49% | +16.49% | |
| BK - BANK NEW YORK MELLON CORP | 1.02% | $3.4M | +190.13% | +17.18% | +5.03% | ||
| T - TELUS CORP | Add 35% ($859.5K) | 1.00% | $3.3M | +26.62% | +1.33% | +6.28% | |
| AAPL - APPLE INC | Add 4% ($123.2K) | 0.99% | $3.3M | +413.56% | -28.44% | +14.42% | |
| CVS - CVS HEALTH CORP | Add 15% ($430.2K) | 0.97% | $3.2M | +44.24% | -7.24% | -4.81% | |
| LAZ - LAZARD LTD | Add 23% ($601.4K) | 0.97% | $3.2M | +74.40% | -5.10% | -2.07% | |
| ALL - ALLSTATE CORP | New Purchase | 0.92% | $3.1M | +139.17% | -9.36% | +15.94% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 0.92% | $3.1M | +439.58% | -28.05% | -21.39% | |
| WM - WASTE MGMT INC DEL | Reduce 1% $(29.2K) | 0.91% | $3.1M | +171.15% | +7.15% | +29.79% | |
| KMB - KIMBERLY CLARK CORP | Add 7% ($198.1K) | 0.89% | $3.0M | +43.56% | +7.37% | +31.67% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 14% $(465.7K) | 0.88% | $2.9M | +108.14% | -1.12% | +14.45% | |
| DAL - DELTA AIR LINES INC DEL | Add 4% ($98.6K) | 0.86% | $2.9M | +22.33% | -10.70% | +4.35% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.83% | $2.8M | +82.56% | -2.80% | +6.09% | |
| OXY - OCCIDENTAL PETE CORP DEL | Add 1% ($22.7K) | 0.79% | $2.6M | -29.42% | -7.99% | -36.00% | |
| IP - INTL PAPER CO | Reduce 15% $(401.1K) | 0.69% | $2.3M | +74.51% | +14.52% | +12.26% | |
| EMN - EASTMAN CHEM CO | Reduce 8% $(193.5K) | 0.67% | $2.3M | +2.52% | +0.35% | -0.91% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 0.65% | $2.2M | +73.91% | -10.49% | -11.88% | |
| BAX - BAXTER INTL INC | Add 1% ($28.1K) | 0.64% | $2.1M | -61.29% | +3.02% | +31.14% | |
| MRK - MERCK & CO INC | New Purchase | 0.62% | $2.1M | +57.71% | +5.28% | +17.99% | |
| VTR - VENTAS INC | Reduce 4% $(88.7K) | 0.60% | $2.0M | +71.78% | +14.96% | +40.64% | |
| FDX - FEDEX CORP | Add 14% ($238.2K) | 0.58% | $1.9M | +27.04% | -18.99% | -26.40% | |
| XOP - SPDR SERIES TRUST | New Purchase | 0.58% | $1.9M | -1.82% | -22.04% | -43.33% | |
| HPE - HEWLETT PACKARD ENTERPRISE C | Reduce 100% | 0.00% | $0.00 | ||||
| PRG - AARONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| OC - OWENS CORNING NEW | Reduce 100% | 0.00% | $0.00 | ||||
| NUV - NUVEEN MUN VALUE FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| RFEU - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| MGA - MAGNA INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| SCHM - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||