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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2019-05-01 (Q1 2019) | Holdings: 135 | Value: $378.6M | 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 5% ($1.5M) | 8.60% | $32.6M | +74.40% | +1.66% | -6.74% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | Add 4% ($1.1M) | 6.67% | $25.3M | +19.37% | +0.73% | +1.45% | |
| VUG - VANGUARD INDEX FDS | Add 1% ($158.3K) | 5.02% | $19.0M | +214.51% | +1.51% | +10.26% | |
| DGRO - ISHARES TR | Add 14% ($2.1M) | 4.50% | $17.0M | +111.80% | +1.24% | -4.08% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 6% ($891.3K) | 4.27% | $16.2M | +36.11% | +3.24% | -1.81% | |
| PFF - ISHARES TR | Add 12% ($1.6M) | 4.03% | $15.2M | +24.87% | +3.37% | -1.76% | |
| SPHD - INVESCO EXCHNG TRADED FD TR | Add 9% ($1.0M) | 3.40% | $12.9M | +50.72% | -0.54% | -21.45% | |
| VO - VANGUARD INDEX FDS | Add 1% ($137.6K) | 3.23% | $12.2M | +98.04% | +0.85% | -9.37% | |
| VTI - VANGUARD INDEX FDS | Add 46% ($2.7M) | 2.24% | $8.5M | +147.02% | +0.66% | -2.76% | |
| T - AT&T INC | Add 61% ($3.1M) | 2.16% | $8.2M | +60.50% | +12.04% | +1.46% | |
| INTC - INTEL CORP | Add 3% ($179.8K) | 1.90% | $7.2M | -13.00% | -3.59% | +16.84% | |
| GRMN - GARMIN LTD | Reduce 3% $(183.0K) | 1.84% | $7.0M | +262.91% | -4.88% | +2.25% | |
| ABBV - ABBVIE INC | Add 3% ($207.1K) | 1.82% | $6.9M | +282.56% | -15.73% | +10.17% | |
| PFE - PFIZER INC | Add 5% ($273.8K) | 1.58% | $6.0M | -14.04% | -5.18% | -4.25% | |
| AOR - ISHARES TR | Reduce 4% $(274.2K) | 1.55% | $5.9M | +67.08% | +1.12% | -1.78% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Add 5% ($269.9K) | 1.46% | $5.5M | ||||
| VLO - VALERO ENERGY CORP NEW | Add 17% ($802.4K) | 1.46% | $5.5M | +149.57% | -7.53% | -25.97% | |
| ELV - ANTHEM INC | 1.40% | $5.3M | +42.93% | +11.75% | +5.24% | ||
| ETN - EATON CORP PLC | Add 5% ($225.0K) | 1.34% | $5.1M | +428.32% | -1.45% | +0.24% | |
| AVGO - BROADCOM INC | New Purchase | 1.31% | $5.0M | +1221.46% | -12.12% | -14.21% | |
| AAPL - APPLE INC | Add 13% ($573.4K) | 1.31% | $5.0M | +424.14% | -2.40% | +41.54% | |
| UPS - UNITED PARCEL SERVICE INC | Add 6% ($273.2K) | 1.27% | $4.8M | +6.80% | +13.10% | -10.42% | |
| SLB - SCHLUMBERGER LTD | Add 8% ($339.3K) | 1.27% | $4.8M | +4.37% | -7.38% | -58.02% | |
| IJR - ISHARES TR | Add 6% ($271.6K) | 1.27% | $4.8M | +69.04% | -2.55% | -22.47% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(46.0K) | 1.24% | $4.7M | +74.21% | +8.77% | +26.70% | |
| OKE - ONEOK INC NEW | Add 21% ($810.1K) | 1.24% | $4.7M | +53.98% | +5.67% | -53.37% | |
| GOOG - ALPHABET INC | Add 7% ($278.6K) | 1.09% | $4.1M | +349.22% | +2.25% | +13.62% | |
| T - TELUS CORP | Add 8% ($301.8K) | 1.04% | $3.9M | +16.80% | +0.04% | -8.02% | |
| XOM - EXXON MOBIL CORP | Add 15% ($516.4K) | 1.03% | $3.9M | +100.10% | -7.29% | -39.73% | |
| WM - WASTE MGMT INC DEL | Add 4% ($159.7K) | 1.00% | $3.8M | +125.62% | +10.73% | -4.29% | |
| KMB - KIMBERLY CLARK CORP | Add 6% ($200.4K) | 0.95% | $3.6M | +18.50% | +9.17% | +11.49% | |
| EMR - EMERSON ELEC CO | Add 1% ($44.5K) | 0.93% | $3.5M | +120.03% | -11.55% | -20.39% | |
| PM - PHILIP MORRIS INTL INC | Add 15% ($464.9K) | 0.93% | $3.5M | +159.65% | +0.02% | -8.61% | |
| DAL - DELTA AIR LINES INC DEL | Add 5% ($154.4K) | 0.89% | $3.4M | +11.58% | +5.58% | -59.80% | |
| CVS - CVS HEALTH CORP | Add 62% ($1.3M) | 0.88% | $3.3M | +76.63% | -1.75% | +8.15% | |
| PRU - PRUDENTIAL FINL INC | Add 17% ($457.3K) | 0.83% | $3.2M | +41.03% | -10.62% | -38.49% | |
| XLE - SELECT SECTOR SPDR TR | Add 11% ($310.7K) | 0.80% | $3.0M | +85.09% | -5.33% | -37.62% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(100.4K) | 0.79% | $3.0M | +76.62% | +3.95% | -18.73% | |
| SPY - SPDR S&P 500 ETF TR | Add 9% ($255.2K) | 0.78% | $3.0M | +156.29% | +0.81% | -0.79% | |
| FOCS - FOCUS FINL PARTNERS INC | New Purchase | 0.78% | $2.9M | -28.11% | -37.30% | ||
| GDX - VANECK VECTORS ETF TR | New Purchase | 0.75% | $2.8M | +285.91% | +36.66% | +68.46% | |
| MRK - MERCK & CO INC | Add 3% ($78.3K) | 0.75% | $2.8M | +42.79% | +8.17% | +0.58% | |
| OXY - OCCIDENTAL PETE CORP | Add 4% ($104.6K) | 0.72% | $2.7M | -14.74% | -9.41% | -70.60% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Add 16% ($376.3K) | 0.70% | $2.7M | -17.01% | -10.46% | -33.49% | |
| BAX - BAXTER INTL INC | Add 9% ($220.0K) | 0.69% | $2.6M | -65.43% | +12.49% | +16.81% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 16% $(475.3K) | 0.67% | $2.5M | +90.74% | -0.26% | -4.24% | |
| BMY - BRISTOL MYERS SQUIBB CO | Add 23% ($462.6K) | 0.65% | $2.5M | +19.37% | -0.82% | +32.87% | |
| DD - DOWDUPONT INC | Add 12% ($257.9K) | 0.63% | $2.4M | +16.45% | -11.80% | -42.25% | |
| ALL - ALLSTATE CORP | Add 16% ($322.4K) | 0.63% | $2.4M | +127.75% | +6.14% | +3.37% | |
| WMT - WALMART INC | Add 13% ($238.3K) | 0.54% | $2.0M | +246.05% | +8.43% | +24.31% | |
| VTR - VENTAS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BFST - BUSINESS FIRST BANCSHARES IN | Reduce 100% | 0.00% | $0.00 | ||||
| OSB - NORBORD INC | Reduce 100% | 0.00% | $0.00 | ||||