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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2019-11-05 (Q3 2019) | Holdings: 146 | Value: $407.5M | 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% ($485.3K) | 8.39% | $34.2M | +59.60% | +3.74% | +4.28% | |
| DGRO - ISHARES TR | Add 17% ($4.1M) | 7.01% | $28.6M | +95.99% | +6.84% | +4.48% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | 6.82% | $27.8M | +17.80% | +0.58% | +1.35% | ||
| VUG - VANGUARD INDEX FDS | 5.33% | $21.7M | +196.45% | +14.45% | +41.59% | ||
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 2% ($274.4K) | 4.41% | $18.0M | +27.98% | +3.47% | +3.41% | |
| PFF - ISHARES TR | 4.10% | $16.7M | +19.14% | +3.66% | +3.96% | ||
| SPHD - INVESCO EXCHNG TRADED FD TR | Add 7% ($953.3K) | 3.68% | $15.0M | +43.71% | +0.16% | -18.98% | |
| VO - VANGUARD INDEX FDS | Add 3% ($437.0K) | 3.39% | $13.8M | +89.27% | +7.64% | +12.54% | |
| T - AT&T INC | Add 2% ($240.1K) | 2.74% | $11.2M | +23.02% | -0.75% | -25.31% | |
| VTI - VANGUARD INDEX FDS | Reduce 6% $(498.9K) | 1.94% | $7.9M | +133.87% | +9.19% | +16.93% | |
| VLO - VALERO ENERGY CORP NEW | Add 14% ($973.4K) | 1.92% | $7.8M | +117.69% | -16.52% | -59.98% | |
| INTC - INTEL CORP | Add 2% ($156.5K) | 1.69% | $6.9M | -24.52% | +17.27% | -19.08% | |
| GRMN - GARMIN LTD | Add 4% ($217.6K) | 1.57% | $6.4M | +207.09% | +5.37% | +26.63% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 1.57% | $6.4M | +203.83% | +14.94% | -13.26% | |
| AVGO - BROADCOM INC | Add 7% ($418.0K) | 1.51% | $6.2M | +1229.89% | +3.48% | +27.74% | |
| OKE - ONEOK INC NEW | Add 5% ($273.8K) | 1.48% | $6.0M | +40.89% | +7.33% | -58.10% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Add 3% ($170.9K) | 1.45% | $5.9M | ||||
| ETN - EATON CORP PLC | Add 2% ($104.7K) | 1.45% | $5.9M | +364.70% | +12.93% | +25.14% | |
| PFE - PFIZER INC | Add 5% ($248.4K) | 1.39% | $5.7M | -8.41% | +3.76% | +1.71% | |
| UPS - UNITED PARCEL SERVICE INC | Add 9% ($459.4K) | 1.36% | $5.6M | -9.59% | -11.57% | +42.98% | |
| TFC - BB&T CORP | Add 6% ($318.1K) | 1.35% | $5.5M | +5.34% | -1.01% | -18.76% | |
| IJR - ISHARES TR | Add 5% ($255.8K) | 1.32% | $5.4M | +63.67% | +3.20% | -4.87% | |
| KMB - KIMBERLY CLARK CORP | Add 3% ($147.5K) | 1.25% | $5.1M | +11.78% | +11.18% | +7.05% | |
| T - TELUS CORP | Add 5% ($255.0K) | 1.23% | $5.0M | +17.00% | +15.33% | +4.61% | |
| EMR - EMERSON ELEC CO | Add 5% ($222.3K) | 1.09% | $4.4M | +107.96% | +3.60% | -1.18% | |
| MRK - MERCK & CO INC | Add 17% ($614.0K) | 1.06% | $4.3M | +32.56% | +3.24% | -0.88% | |
| PRU - PRUDENTIAL FINL INC | Add 11% ($421.6K) | 1.03% | $4.2M | +50.93% | +5.35% | -26.37% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Add 18% ($613.2K) | 1.00% | $4.1M | -28.49% | -13.38% | -21.06% | |
| ACWV - ISHARES INC | Add 2% ($64.2K) | 0.92% | $3.7M | +44.54% | +5.55% | +1.76% | |
| AAPL - APPLE INC | Reduce 1% $(45.1K) | 0.86% | $3.5M | +325.08% | +27.03% | +87.05% | |
| XOM - EXXON MOBIL CORP | Reduce 4% $(130.1K) | 0.79% | $3.2M | +110.31% | -13.89% | -51.90% | |
| ITOT - ISHARES TR | 0.78% | $3.2M | +133.34% | +9.04% | +16.67% | ||
| WM - WASTE MGMT INC DEL | Reduce 6% $(197.3K) | 0.78% | $3.2M | +119.48% | +15.19% | +12.64% | |
| CVS - CVS HEALTH CORP | Reduce 6% $(190.2K) | 0.78% | $3.2M | +43.16% | +2.72% | -3.48% | |
| AOR - ISHARES TR | Reduce 27% $(1.2M) | 0.75% | $3.1M | +58.86% | +4.46% | +8.16% | |
| GDX - VANECK VECTORS ETF TR | Reduce 3% $(100.6K) | 0.75% | $3.1M | +189.04% | +5.42% | +53.75% | |
| SCHD - SCHWAB STRATEGIC TR | 0.61% | $2.5M | +77.65% | +5.36% | +6.68% | ||
| CVX - CHEVRON CORP NEW | Reduce 5% $(136.8K) | 0.59% | $2.4M | +66.50% | -9.33% | -38.64% | |
| MTUM - ISHARES TR | Reduce 1% $(14.4K) | 0.57% | $2.3M | +129.68% | +12.71% | +31.14% | |
| CDC - VICTORY PORTFOLIOS II | 0.56% | $2.3M | +68.60% | +2.47% | +4.71% | ||
| SPY - SPDR S&P 500 ETF TR | 0.54% | $2.2M | +141.19% | +9.31% | +16.25% | ||
| ELV - ANTHEM INC | Reduce 45% $(1.8M) | 0.53% | $2.2M | +35.94% | +3.89% | +16.51% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(29.3K) | 0.52% | $2.1M | +282.57% | +27.63% | +56.73% | |
| VTR - VENTAS INC | Reduce 1% $(21.4K) | 0.52% | $2.1M | +47.13% | -1.77% | -30.39% | |
| HDV - ISHARES TR | Add 1% ($16.0K) | 0.51% | $2.1M | +58.26% | +0.90% | -12.67% | |
| BAX - BAXTER INTL INC | Reduce 4% $(81.0K) | 0.50% | $2.1M | -66.53% | +20.62% | +2.87% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.47% | $1.9M | +175.47% | +7.62% | -17.09% | |
| IBKC - IBERIABANK CORP | New Purchase | 0.47% | $1.9M | -2.94% | |||
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 30% $(793.7K) | 0.46% | $1.9M | -3.04% | +19.37% | +16.18% | |
| WMT - WALMART INC | New Purchase | 0.44% | $1.8M | +192.38% | -1.68% | +24.82% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| DAL - DELTA AIR LINES INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| DOW - DOW INC | Reduce 100% | 0.00% | $0.00 | ||||