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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2020-04-29 (Q1 2020) | Holdings: 121 | Value: $317.5M | 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 | Reduce 1% $(239.6K) | 9.13% | $29.0M | +80.16% | +10.93% | +43.13% | |
| VUG - VANGUARD INDEX FDS | Add 34% ($7.1M) | 8.91% | $28.3M | +180.10% | +18.79% | +53.27% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | Add 3% ($603.5K) | 7.73% | $24.5M | +17.70% | +1.10% | +1.41% | |
| DGRO - ISHARES TR | Reduce 8% $(2.0M) | 7.41% | $23.5M | +112.99% | +7.58% | +39.50% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 35% ($5.4M) | 6.55% | $20.8M | +37.54% | +6.93% | +18.28% | |
| PFF - ISHARES TR | Add 35% ($4.8M) | 5.83% | $18.5M | +25.30% | +5.60% | +17.35% | |
| VO - VANGUARD INDEX FDS | Add 5% ($589.0K) | 3.87% | $12.3M | +110.53% | +14.70% | +54.71% | |
| T - AT&T INC | Reduce 4% $(306.2K) | 2.48% | $7.9M | +51.04% | -2.96% | +8.66% | |
| UPS - UNITED PARCEL SERVICE INC | Add 75% ($3.3M) | 2.45% | $7.8M | +12.79% | +49.52% | +119.56% | |
| INTC - INTEL CORP | Reduce 12% $(893.7K) | 2.08% | $6.6M | -29.63% | -21.36% | -3.81% | |
| MMM - 3M CO | New Purchase | 1.93% | $6.1M | +60.72% | -0.44% | +32.41% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 1.80% | $5.7M | -7.44% | +0.20% | +4.33% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($62.7K) | 1.79% | $5.7M | +224.15% | -1.56% | +18.36% | |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(57.2K) | 1.74% | $5.5M | +146.38% | +12.71% | +50.30% | |
| VLO - VALERO ENERGY CORP | Add 44% ($1.7M) | 1.73% | $5.5M | +225.56% | -13.21% | +19.88% | |
| QCOM - QUALCOMM INC | New Purchase | 1.65% | $5.3M | +137.29% | +34.57% | +76.78% | |
| PFE - PFIZER INC | Reduce 6% $(336.0K) | 1.64% | $5.2M | -11.12% | +3.97% | +11.83% | |
| ETN - EATON CORP PLC | Reduce 3% $(183.1K) | 1.62% | $5.1M | +390.05% | +11.78% | +72.46% | |
| AVGO - BROADCOM INC | Reduce 8% $(433.0K) | 1.52% | $4.8M | +1376.90% | +15.28% | +72.83% | |
| GRMN - GARMIN LTD | Reduce 11% $(581.6K) | 1.45% | $4.6M | +244.01% | +22.41% | +70.69% | |
| IJR - ISHARES TR | Add 9% ($355.9K) | 1.41% | $4.5M | +104.29% | +11.35% | +73.38% | |
| T - TELUS CORPORATION | Add 82% ($2.0M) | 1.39% | $4.4M | +23.08% | +5.54% | +30.93% | |
| MRK - MERCK & CO. INC | Add 1% ($43.9K) | 1.32% | $4.2M | +36.70% | -0.25% | -3.65% | |
| AAPL - APPLE INC | Reduce 11% $(434.4K) | 1.06% | $3.4M | +274.41% | +33.05% | +82.75% | |
| TFC - TRUIST FINL CORP | Reduce 3% $(107.3K) | 0.96% | $3.1M | +50.82% | -0.35% | +63.34% | |
| ACWV - ISHARES INC | Reduce 14% $(472.6K) | 0.89% | $2.8M | +55.13% | +5.77% | +18.41% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 2% $(37.8K) | 0.66% | $2.1M | +91.86% | +7.45% | +50.40% | |
| CVS - CVS HEALTH CORP | Reduce 19% $(484.9K) | 0.65% | $2.1M | +57.04% | +3.45% | +26.19% | |
| MSFT - MICROSOFT CORP | Reduce 15% $(349.5K) | 0.65% | $2.1M | +204.97% | +13.59% | +41.52% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(127.9K) | 0.63% | $2.0M | +151.13% | +11.54% | +45.35% | |
| XOM - EXXON MOBIL CORP | Add 7% ($109.8K) | 0.57% | $1.8M | +212.49% | -10.48% | +29.97% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 24% $(552.0K) | 0.56% | $1.8M | -11.16% | -2.52% | +5.79% | |
| VCIT - VANGUARD SCOTTSDALE FDS | Add 8% ($125.3K) | 0.54% | $1.7M | +12.82% | +6.60% | +5.43% | |
| CDC - VICTORY PORTFOLIOS II | Reduce 22% $(468.0K) | 0.54% | $1.7M | +71.24% | +3.13% | +42.73% | |
| CVX - CHEVRON CORP NEW | Add 1% ($12.8K) | 0.51% | $1.6M | +112.04% | -6.60% | +16.49% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 0.50% | $1.6M | +100.26% | +13.09% | +43.09% | |
| SPHD - INVESCO EXCHANGE-TRADED FD T | Reduce 88% $(10.5M) | 0.47% | $1.5M | +81.45% | +2.27% | +38.52% | |
| AOR - ISHARES TR | Reduce 47% $(1.3M) | 0.47% | $1.5M | +66.57% | +8.98% | +26.56% | |
| WMT - WALMART INC | Reduce 14% $(195.1K) | 0.39% | $1.2M | +179.78% | +6.18% | +15.54% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(21.4K) | 0.39% | $1.2M | +264.66% | +2.47% | +66.12% | |
| CAG - CONAGRA BRANDS INC | New Purchase | 0.39% | $1.2M | -33.63% | +9.01% | +11.34% | |
| ITOT - ISHARES TR | Reduce 59% $(1.7M) | 0.37% | $1.2M | +145.66% | +12.47% | +49.93% | |
| VMO - INVESCO MUN OPPORTUNITY TR | New Purchase | 0.37% | $1.2M | +17.65% | +10.65% | +25.63% | |
| MMD - MAINSTAY MACKAY DEFINDTRM MU | New Purchase | 0.37% | $1.2M | +3.21% | +11.23% | +20.73% | |
| IAU - ISHARES GOLD TRUST | New Purchase | 0.36% | $1.1M | +137.29% | +14.55% | +3.44% | |
| WM - WASTE MGMT INC DEL | Reduce 30% $(465.1K) | 0.34% | $1.1M | +134.70% | +9.92% | +40.64% | |
| FOCS - FOCUS FINL PARTNERS INC | Reduce 15% $(183.8K) | 0.34% | $1.1M | +51.09% | +90.84% | ||
| NEA - NUVEEN AMT FREE QLTY MUN INC | New Purchase | 0.32% | $1.0M | +20.66% | +14.01% | +22.85% | |
| IBKC - IBERIABANK CORP | Add 4% ($37.1K) | 0.30% | $958.0K | ||||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.26% | $833.0K | +37.93% | +6.94% | +41.30% | |
| OKE - ONEOK INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| LYB - LYONDELLBASELL INDUSTRIES N | Reduce 100% | 0.00% | $0.00 | ||||
| PRU - PRUDENTIAL FINL INC | Reduce 100% | 0.00% | $0.00 | ||||
| GDX - VANECK VECTORS ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| CFO - VICTORY PORTFOLIOS II | Reduce 100% | 0.00% | $0.00 | ||||
| KMB - KIMBERLY CLARK CORP | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| VTR - VENTAS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 100% | 0.00% | $0.00 | ||||
| HDV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||