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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2019-02-01 (Q4 2018) | Holdings: 124 | Value: $308.2M | 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 2% ($433.8K) | 8.97% | $27.6M | +85.76% | +6.90% | +17.69% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | Add 6% ($1.4M) | 7.83% | $24.1M | +20.32% | +0.80% | +2.72% | |
| VUG - VANGUARD INDEX FDS | 5.15% | $15.9M | +249.62% | +11.03% | +31.20% | ||
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(355.0K) | 4.65% | $14.3M | +42.16% | +4.45% | +14.38% | |
| DGRO - ISHARES TR | New Purchase | 4.34% | $13.4M | +128.57% | +7.83% | +20.94% | |
| PFF - ISHARES TR | Reduce 11% $(1.6M) | 4.12% | $12.7M | +29.04% | +3.11% | +11.83% | |
| SPHD - INVESCO EXCHNG TRADED FD TR | New Purchase | 3.44% | $10.6M | +55.89% | +3.40% | +6.50% | |
| VO - VANGUARD INDEX FDS | Reduce 13% $(1.5M) | 3.32% | $10.2M | +113.51% | +8.18% | +18.70% | |
| ABBV - ABBVIE INC | Add 4% ($301.1K) | 2.41% | $7.4M | +280.05% | -0.98% | +8.42% | |
| INTC - INTEL CORP | Add 2% ($105.4K) | 1.93% | $5.9M | -8.52% | +4.63% | +35.80% | |
| PFE - PFIZER INC | Reduce 12% $(773.1K) | 1.89% | $5.8M | -18.12% | -4.27% | -9.06% | |
| AOR - ISHARES TR | New Purchase | 1.84% | $5.7M | +75.31% | +4.95% | +13.21% | |
| GRMN - GARMIN LTD | Add 3% ($163.2K) | 1.66% | $5.1M | +322.77% | +14.49% | +45.46% | |
| VTI - VANGUARD INDEX FDS | Reduce 6% $(345.7K) | 1.64% | $5.0M | +166.96% | +7.97% | +21.17% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 10% $(528.1K) | 1.58% | $4.9M | ||||
| ELV - ANTHEM INC | Reduce 1% $(43.1K) | 1.57% | $4.9M | +23.10% | -13.60% | -11.21% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(121.6K) | 1.56% | $4.8M | +50.50% | -13.03% | +3.86% | |
| T - AT&T INC | Reduce 3% $(121.1K) | 1.48% | $4.6M | +68.11% | +3.60% | +30.41% | |
| VLO - VALERO ENERGY CORP NEW | Add 4% ($171.7K) | 1.37% | $4.2M | +166.40% | +4.96% | -1.54% | |
| IJR - ISHARES TR | Reduce 17% $(810.7K) | 1.31% | $4.0M | +75.49% | +4.19% | +7.53% | |
| ETN - EATON CORP PLC | Reduce 9% $(416.8K) | 1.30% | $4.0M | +468.77% | +7.99% | +28.79% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 16% $(728.3K) | 1.26% | $3.9M | +6.33% | +0.41% | -0.37% | |
| SLB - SCHLUMBERGER LTD | Reduce 4% $(172.7K) | 1.20% | $3.7M | -2.16% | -5.93% | -20.05% | |
| AAPL - APPLE INC | Add 47% ($1.1M) | 1.15% | $3.5M | +559.80% | +25.47% | +87.14% | |
| GOOG - ALPHABET INC | Reduce 2% $(52.8K) | 1.07% | $3.3M | +371.47% | +4.49% | +33.55% | |
| T - TELUS CORP | 1.05% | $3.2M | +22.51% | +5.26% | +18.68% | ||
| KMB - KIMBERLY CLARK CORP | Add 4% ($109.0K) | 1.03% | $3.2M | +33.76% | +14.54% | +32.35% | |
| WM - WASTE MGMT INC DEL | Add 1% ($26.3K) | 1.01% | $3.1M | +151.88% | +11.92% | +31.07% | |
| DD - DOWDUPONT INC | Reduce 45% $(2.5M) | 0.99% | $3.1M | +23.33% | -0.49% | -29.59% | |
| OKE - ONEOK INC NEW | New Purchase | 0.98% | $3.0M | +62.21% | +4.83% | +21.27% | |
| EMR - EMERSON ELEC CO | Reduce 12% $(393.0K) | 0.95% | $2.9M | +133.20% | +5.78% | +12.09% | |
| XOM - EXXON MOBIL CORP | Reduce 9% $(282.0K) | 0.93% | $2.9M | +109.05% | +3.15% | -16.00% | |
| DAL - DELTA AIR LINES INC DEL | Add 2% ($61.8K) | 0.92% | $2.8M | +29.62% | +16.85% | +15.15% | |
| CVX - CHEVRON CORP NEW | Add 5% ($132.0K) | 0.88% | $2.7M | +78.06% | +0.04% | -5.87% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 2% $(61.6K) | 0.87% | $2.7M | +105.61% | +7.97% | +17.97% | |
| CVS - CVS HEALTH CORP | Reduce 12% $(360.0K) | 0.83% | $2.6M | +56.35% | -12.22% | +5.99% | |
| MRK - MERCK & CO INC | Add 11% ($256.5K) | 0.82% | $2.5M | +48.80% | +5.41% | +18.13% | |
| OXY - OCCIDENTAL PETE CORP DEL | Add 8% ($186.7K) | 0.79% | $2.4M | -26.58% | -13.98% | -36.55% | |
| PM - PHILIP MORRIS INTL INC | Reduce 26% $(827.0K) | 0.77% | $2.4M | +197.45% | +13.89% | +16.44% | |
| XLE - SELECT SECTOR SPDR TR | Add 38% ($648.6K) | 0.77% | $2.4M | +86.34% | -0.45% | -12.66% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.77% | $2.4M | +177.98% | +8.28% | +22.27% | |
| PRU - PRUDENTIAL FINL INC | Reduce 31% $(1.0M) | 0.74% | $2.3M | +53.42% | +10.67% | +2.79% | |
| BMY - BRISTOL MYERS SQUIBB CO | New Purchase | 0.72% | $2.2M | +10.85% | -6.94% | +29.31% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Reduce 34% $(1.1M) | 0.68% | $2.1M | -18.05% | -1.48% | -6.16% | |
| VTR - VENTAS INC | Reduce 11% $(242.9K) | 0.63% | $1.9M | +46.28% | -1.52% | -3.90% | |
| BAX - BAXTER INTL INC | Reduce 2% $(41.3K) | 0.63% | $1.9M | -63.79% | +5.82% | +25.41% | |
| OSB - NORBORD INC | Reduce 65% $(3.3M) | 0.58% | $1.8M | -13.99% | +5.23% | ||
| ALL - ALLSTATE CORP | Reduce 35% $(956.9K) | 0.58% | $1.8M | +155.22% | +11.28% | +36.76% | |
| WMT - WALMART INC | New Purchase | 0.56% | $1.7M | +275.97% | +8.35% | +24.21% | |
| BFST - BUSINESS FIRST BANCSHARES IN | New Purchase | 0.53% | $1.6M | +24.85% | +8.76% | +10.54% | |
| XOP - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| LAZ - LAZARD LTD | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - UNITED TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| BK - BANK NEW YORK MELLON CORP | Reduce 100% | 0.00% | $0.00 | ||||
| EMN - EASTMAN CHEM CO | Reduce 100% | 0.00% | $0.00 | ||||
| IP - INTL PAPER CO | Reduce 100% | 0.00% | $0.00 | ||||