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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2019-07-16 (Q2 2019) | Holdings: 151 | Value: $408.6M | 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 | Reduce 1% $(285.5K) | 8.05% | $32.9M | +67.03% | +1.98% | +2.28% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | Add 9% ($2.4M) | 6.78% | $27.7M | +18.67% | +0.60% | +1.86% | |
| DGRO - ISHARES TR | Add 37% ($6.5M) | 5.88% | $24.0M | +105.21% | +1.88% | +3.10% | |
| VUG - VANGUARD INDEX FDS | Add 9% ($1.7M) | 5.20% | $21.2M | +202.56% | +0.47% | +26.53% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 6% ($917.8K) | 4.24% | $17.3M | +32.75% | +3.18% | +1.15% | |
| PFF - ISHARES TR | Add 7% ($1.1M) | 4.02% | $16.4M | +22.02% | +2.81% | +0.72% | |
| SPHD - INVESCO EXCHNG TRADED FD TR | Add 11% ($1.4M) | 3.46% | $14.1M | +48.93% | +0.12% | -16.53% | |
| VO - VANGUARD INDEX FDS | Add 7% ($885.1K) | 3.28% | $13.4M | +91.05% | -1.01% | +2.32% | |
| T - AT&T INC | Add 13% ($1.2M) | 2.38% | $9.7M | +45.86% | +14.22% | -4.13% | |
| VTI - VANGUARD INDEX FDS | Reduce 4% $(309.2K) | 2.05% | $8.4M | +139.76% | -0.14% | +8.69% | |
| VLO - VALERO ENERGY CORP NEW | Add 19% ($1.0M) | 1.64% | $6.7M | +163.46% | +8.35% | -30.84% | |
| PFE - PFIZER INC | Add 8% ($468.8K) | 1.60% | $6.5M | -19.31% | -14.59% | -12.53% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Add 15% ($860.7K) | 1.58% | $6.5M | ||||
| INTC - INTEL CORP | 1.52% | $6.2M | -11.26% | +5.48% | +24.00% | ||
| ETN - EATON CORP PLC | Add 16% ($836.2K) | 1.45% | $5.9M | +429.10% | +1.32% | +20.83% | |
| AVGO - BROADCOM INC | Add 25% ($1.2M) | 1.44% | $5.9M | +1366.68% | +2.29% | +14.70% | |
| OKE - ONEOK INC NEW | Add 22% ($1.0M) | 1.39% | $5.7M | +47.10% | -1.11% | -56.24% | |
| GRMN - GARMIN LTD | Reduce 10% $(597.7K) | 1.39% | $5.7M | +255.99% | +8.58% | +27.19% | |
| IJR - ISHARES TR | Add 9% ($410.7K) | 1.28% | $5.2M | +71.64% | +1.21% | -9.02% | |
| TFC - BB&T CORP | New Purchase | 1.20% | $4.9M | +18.59% | +6.99% | -23.62% | |
| T - TELUS CORP | Add 25% ($953.8K) | 1.19% | $4.8M | +14.04% | -1.05% | -0.91% | |
| KMB - KIMBERLY CLARK CORP | Add 21% ($840.9K) | 1.17% | $4.8M | +6.36% | -1.48% | +7.24% | |
| DOW - DOW INC | New Purchase | 1.16% | $4.7M | -32.60% | -6.81% | -10.79% | |
| ELV - ANTHEM INC | Reduce 11% $(552.0K) | 1.14% | $4.7M | +22.05% | -17.88% | -11.39% | |
| UPS - UNITED PARCEL SERVICE INC | Add 4% ($179.8K) | 1.11% | $4.5M | +5.32% | +13.62% | +17.02% | |
| PRU - PRUDENTIAL FINL INC | Add 30% ($985.1K) | 1.05% | $4.3M | +37.45% | -10.99% | -33.43% | |
| AOR - ISHARES TR | Reduce 30% $(1.8M) | 1.04% | $4.2M | +63.35% | +1.03% | +6.11% | |
| EMR - EMERSON ELEC CO | Add 26% ($863.5K) | 1.02% | $4.2M | +132.17% | +3.89% | -0.74% | |
| XLE - SELECT SECTOR SPDR TR | Add 29% ($842.7K) | 0.92% | $3.8M | +87.05% | -8.36% | -36.84% | |
| XOM - EXXON MOBIL CORP | 0.91% | $3.7M | +104.46% | -8.92% | -39.12% | ||
| MRK - MERCK & CO INC | Add 29% ($833.9K) | 0.90% | $3.7M | +36.05% | +2.92% | +0.38% | |
| ACWV - ISHARES INC | New Purchase | 0.88% | $3.6M | +47.03% | +1.90% | -0.47% | |
| PM - PHILIP MORRIS INTL INC | Add 8% ($247.5K) | 0.85% | $3.5M | +168.09% | -0.41% | -1.89% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Add 34% ($852.2K) | 0.83% | $3.4M | -19.55% | -0.13% | -17.56% | |
| WM - WASTE MGMT INC DEL | Reduce 20% $(834.2K) | 0.82% | $3.4M | +100.72% | -1.45% | -6.58% | |
| ITOT - ISHARES TR | New Purchase | 0.78% | $3.2M | +139.35% | -0.14% | +8.59% | |
| GDX - VANECK VECTORS ETF TR | Reduce 9% $(300.3K) | 0.73% | $3.0M | +199.53% | +3.44% | +51.21% | |
| AAPL - APPLE INC | Reduce 41% $(2.1M) | 0.73% | $3.0M | +436.94% | +15.74% | +91.08% | |
| CVS - CVS HEALTH CORP | Reduce 15% $(521.8K) | 0.71% | $2.9M | +76.26% | +17.04% | +17.66% | |
| CVX - CHEVRON CORP NEW | Reduce 10% $(300.6K) | 0.66% | $2.7M | +64.54% | -6.52% | -26.75% | |
| DAL - DELTA AIR LINES INC DEL | Reduce 25% $(854.8K) | 0.61% | $2.5M | +1.15% | -15.05% | -56.33% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 5% $(128.9K) | 0.59% | $2.4M | +86.65% | +1.94% | +2.03% | |
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 2% $(56.9K) | 0.57% | $2.3M | +24.47% | +18.87% | +40.11% | |
| MTUM - ISHARES TR | New Purchase | 0.57% | $2.3M | +124.52% | -2.40% | +15.29% | |
| CDC - VICTORY PORTFOLIOS II | New Purchase | 0.56% | $2.3M | +77.32% | +0.49% | +6.38% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 28% $(833.5K) | 0.54% | $2.2M | +148.18% | +0.30% | +9.47% | |
| HDV - ISHARES TR | New Purchase | 0.51% | $2.1M | +61.66% | -0.71% | -8.49% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.51% | $2.1M | +302.43% | +1.78% | +49.15% | |
| VTR - VENTAS INC | New Purchase | 0.50% | $2.0M | +32.22% | +6.41% | -43.56% | |
| BAX - BAXTER INTL INC | Reduce 25% $(651.2K) | 0.49% | $2.0M | -68.45% | +6.76% | +7.25% | |
| DD - DOWDUPONT INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| FOCS - FOCUS FINL PARTNERS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALL - ALLSTATE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| OXY - OCCIDENTAL PETE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||
| SLB - SCHLUMBERGER LTD | Reduce 100% | 0.00% | $0.00 | ||||