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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2020-01-28 (Q4 2019) | Holdings: 138 | Value: $411.6M | 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 3% ($956.5K) | 8.96% | $36.9M | +55.48% | -12.74% | +6.88% | |
| DGRO - ISHARES TR | Add 3% ($1.0M) | 7.71% | $31.7M | +86.13% | -11.73% | +7.15% | |
| VUG - VANGUARD INDEX FDS | Add 1% ($204.8K) | 5.97% | $24.6M | +165.22% | -5.40% | +32.23% | |
| FTSM - FIRST TR EXCHANGE TRADED FD | Reduce 12% $(3.5M) | 5.92% | $24.4M | +17.20% | -0.44% | +0.95% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 2% ($387.9K) | 4.55% | $18.7M | +24.42% | -9.89% | +4.50% | |
| SPHD - INVESCO EXCHNG TRADED FD TR | Add 11% ($1.7M) | 4.14% | $17.0M | +42.75% | -20.51% | -6.77% | |
| PFF - ISHARES TR | Reduce 1% $(202.9K) | 4.08% | $16.8M | +15.64% | -7.71% | +4.67% | |
| VO - VANGUARD INDEX FDS | Add 5% ($810.8K) | 3.81% | $15.7M | +77.48% | -14.52% | +15.34% | |
| T - AT&T INC | Reduce 7% $(740.2K) | 2.58% | $10.6M | +23.76% | -16.93% | -20.21% | |
| INTC - INTEL CORP | Reduce 3% $(263.3K) | 2.05% | $8.4M | -35.83% | -8.17% | -15.88% | |
| VLO - VALERO ENERGY CORP NEW | Reduce 7% $(563.4K) | 1.70% | $7.0M | +149.78% | -22.86% | -30.89% | |
| VTI - VANGUARD INDEX FDS | Reduce 19% $(1.7M) | 1.69% | $6.9M | +117.67% | -11.06% | +18.26% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 9% ($579.2K) | 1.65% | $6.8M | +197.76% | -6.56% | -9.93% | |
| GRMN - GARMIN LTD | Reduce 6% $(463.2K) | 1.65% | $6.8M | +178.63% | -18.36% | +15.16% | |
| ETN - EATON CORP PLC | Reduce 5% $(355.8K) | 1.58% | $6.5M | +335.34% | -10.68% | +25.48% | |
| AVGO - BROADCOM INC | Reduce 5% $(325.7K) | 1.57% | $6.4M | +1180.61% | -12.50% | +46.84% | |
| PFE - PFIZER INC | Add 2% ($105.6K) | 1.56% | $6.4M | -10.50% | +1.02% | +4.60% | |
| IJR - ISHARES TR | Add 7% ($382.3K) | 1.50% | $6.2M | +59.12% | -20.33% | +18.89% | |
| T - TELUS CORP | Add 7% ($376.0K) | 1.44% | $5.9M | +1.62% | -17.14% | +6.23% | |
| OKE - ONEOK INC NEW | Reduce 8% $(492.1K) | 1.44% | $5.9M | +32.30% | -57.56% | -40.39% | |
| TFC - TRUIST FINL CORP | New Purchase | 1.41% | $5.8M | +4.65% | -28.25% | -9.08% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 4% $(202.7K) | 1.35% | $5.6M | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 3% $(168.7K) | 1.30% | $5.3M | -5.93% | -16.15% | +38.35% | |
| KMB - KIMBERLY CLARK CORP | 1.29% | $5.3M | +0.33% | -3.36% | -6.07% | ||
| EMR - EMERSON ELEC CO | Add 7% ($332.9K) | 1.26% | $5.2M | +101.45% | -20.69% | +9.06% | |
| PRU - PRUDENTIAL FINL INC | Add 6% ($275.4K) | 1.10% | $4.5M | +47.61% | -29.48% | -9.99% | |
| AAPL - APPLE INC | Reduce 3% $(128.8K) | 1.08% | $4.5M | +235.41% | -11.11% | +64.09% | |
| MRK - MERCK & CO INC | Add 1% ($33.7K) | 1.08% | $4.5M | +27.04% | -5.96% | -8.18% | |
| LYB - LYONDELLBASELL INDUSTRIES N | Add 4% ($170.9K) | 0.97% | $4.0M | -17.86% | -27.41% | +8.28% | |
| ACWV - ISHARES INC | Add 2% ($57.9K) | 0.95% | $3.9M | +37.98% | -10.41% | -1.02% | |
| ITOT - ISHARES TR | Add 5% ($162.3K) | 0.89% | $3.6M | +117.40% | -11.04% | +18.10% | |
| CVS - CVS HEALTH CORP | Reduce 10% $(347.3K) | 0.79% | $3.2M | +36.92% | -12.45% | +2.51% | |
| AOR - ISHARES TR | 0.78% | $3.2M | +53.35% | -7.50% | +10.27% | ||
| GDX - VANECK VECTORS ETF TRUST | Reduce 5% $(176.7K) | 0.76% | $3.1M | +175.14% | +20.25% | +22.58% | |
| XOM - EXXON MOBIL CORP | Reduce 10% $(312.2K) | 0.65% | $2.7M | +132.41% | -25.97% | -25.54% | |
| SCHD - SCHWAB STRATEGIC TR | 0.64% | $2.6M | +70.03% | -10.80% | +12.88% | ||
| SPY - SPDR S&P 500 ETF TR | Add 7% ($165.9K) | 0.63% | $2.6M | +124.40% | -10.19% | +14.80% | |
| BMY - BRISTOL MYERS SQUIBB CO | Add 11% ($255.9K) | 0.62% | $2.6M | -16.17% | -4.43% | -2.52% | |
| CDC - VICTORY PORTFOLIOS II | Add 1% ($24.3K) | 0.59% | $2.4M | +65.90% | -2.14% | +13.82% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(126.0K) | 0.57% | $2.4M | +227.95% | +6.00% | +39.67% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(63.2K) | 0.54% | $2.2M | +80.39% | -14.11% | -19.22% | |
| HDV - ISHARES TR | Reduce 2% $(37.7K) | 0.51% | $2.1M | +57.20% | -11.96% | -5.63% | |
| WM - WASTE MGMT INC DEL | Reduce 38% $(1.3M) | 0.50% | $2.1M | +94.37% | -16.41% | -6.47% | |
| IBKC - IBERIABANK CORP | Add 2% ($37.8K) | 0.47% | $1.9M | -41.70% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 16% $(346.6K) | 0.45% | $1.8M | +161.29% | -26.65% | -1.01% | |
| FOCS - FOCUS FINL PARTNERS INC | New Purchase | 0.44% | $1.8M | -9.65% | +68.72% | ||
| VTR - VENTAS INC | Reduce 1% $(10.8K) | 0.42% | $1.7M | +50.47% | -42.68% | -16.50% | |
| VCIT - VANGUARD SCOTTSDALE FDS | New Purchase | 0.41% | $1.7M | +11.95% | -0.73% | +6.78% | |
| CFO - VICTORY PORTFOLIOS II | New Purchase | 0.34% | $1.4M | +53.97% | -3.95% | +16.87% | |
| WMT - WALMART INC | Reduce 24% $(407.1K) | 0.32% | $1.3M | +196.74% | +6.51% | +22.54% | |
| ELV - ANTHEM INC | Reduce 100% | 0.00% | $0.00 | ||||
| BAX - BAXTER INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| MTUM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - BB&T CORP | Reduce 100% | 0.00% | $0.00 | ||||