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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2020-07-16 (Q2 2020) | Holdings: 120 | Value: $375.0M | 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 |
| VUG - VANGUARD INDEX FDS | Add 2% ($738.5K) | 10.04% | $37.7M | +139.08% | +10.43% | +36.56% | |
| DGRO - ISHARES TR | Add 7% ($1.8M) | 7.53% | $28.2M | +98.79% | +5.10% | +31.72% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | Add 1% ($357.3K) | 6.73% | $25.3M | +16.55% | +0.25% | +0.48% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 6% ($1.3M) | 6.56% | $24.6M | +31.45% | +4.78% | +15.66% | |
| NOBL - PROSHARES TR | Reduce 30% $(9.9M) | 6.20% | $23.3M | +63.17% | +5.78% | +29.87% | |
| PFF - ISHARES TR | Add 6% ($1.2M) | 5.86% | $22.0M | +21.32% | +5.18% | +15.38% | |
| VO - VANGUARD INDEX FDS | Add 13% ($2.0M) | 4.60% | $17.3M | +87.41% | +8.16% | +36.85% | |
| ACWV - ISHARES INC | Add 302% ($9.3M) | 3.28% | $12.3M | +48.66% | +2.79% | +17.09% | |
| UPS - UNITED PARCEL SERVICE INC | 2.48% | $9.3M | -11.08% | +44.33% | +80.37% | ||
| T - AT&T INC | Add 2% ($139.6K) | 2.21% | $8.3M | +50.99% | -10.19% | -2.13% | |
| QCOM - QUALCOMM INC | Add 3% ($192.0K) | 1.90% | $7.1M | +106.16% | +40.82% | +54.37% | |
| MMM - 3M CO | 1.80% | $6.8M | +52.67% | +6.36% | +26.96% | ||
| IJR - ISHARES TR | Add 22% ($1.2M) | 1.78% | $6.7M | +88.33% | +7.87% | +51.60% | |
| INTC - INTEL CORP | 1.76% | $6.6M | -27.73% | -7.52% | -5.60% | ||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(208.1K) | 1.73% | $6.5M | +120.73% | +7.75% | +36.39% | |
| VLO - VALERO ENERGY CORP | Add 1% ($64.0K) | 1.70% | $6.4M | +270.82% | -29.82% | +15.76% | |
| AVGO - BROADCOM INC | Add 2% ($123.3K) | 1.66% | $6.2M | +1172.83% | +20.71% | +53.23% | |
| SYY - SYSCO CORP | New Purchase | 1.62% | $6.1M | +61.03% | +17.79% | +31.31% | |
| GRMN - GARMIN LTD | Add 1% ($70.8K) | 1.62% | $6.1M | +178.56% | -2.56% | +49.37% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 4% ($215.1K) | 1.61% | $6.1M | +225.34% | +2.23% | +16.77% | |
| ETN - EATON CORP PLC | Add 1% ($77.1K) | 1.57% | $5.9M | +339.90% | +15.43% | +62.45% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($69.1K) | 1.51% | $5.7M | -5.48% | +3.41% | +4.10% | |
| PFE - PFIZER INC | Add 2% ($84.6K) | 1.38% | $5.2M | -6.75% | +6.44% | +23.09% | |
| AAPL - APPLE INC | Reduce 1% $(61.8K) | 1.28% | $4.8M | +179.09% | +19.80% | +47.86% | |
| T - TELUS CORPORATION | Add 1% ($30.8K) | 1.20% | $4.5M | +14.77% | +3.08% | +29.31% | |
| MRK - MERCK & CO. INC | Add 5% ($194.1K) | 1.14% | $4.3M | +35.79% | -0.60% | +4.70% | |
| TFC - TRUIST FINL CORP | Add 12% ($440.1K) | 1.08% | $4.1M | +51.71% | +13.15% | +45.66% | |
| USB - US BANCORP DEL | New Purchase | 0.72% | $2.7M | +61.16% | +5.09% | +50.57% | |
| MSFT - MICROSOFT CORP | Add 2% ($54.7K) | 0.72% | $2.7M | +167.72% | +5.02% | +36.79% | |
| SPY - SPDR S&P 500 ETF TR | Add 1% ($35.1K) | 0.64% | $2.4M | +126.60% | +6.68% | +33.99% | |
| HWC - HANCOCK WHITNEY CORPORATION | New Purchase | 0.63% | $2.4M | +232.48% | +12.62% | +114.66% | |
| SCHD - SCHWAB STRATEGIC TR | 0.61% | $2.3M | +82.02% | +9.21% | +43.14% | ||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 6% ($113.4K) | 0.53% | $2.0M | +6.68% | +0.57% | +2.53% | |
| SCHF - SCHWAB STRATEGIC TR | Add 4% ($82.2K) | 0.52% | $1.9M | +78.17% | +2.98% | +27.10% | |
| CVS - CVS HEALTH CORP | Reduce 18% $(428.4K) | 0.51% | $1.9M | +49.92% | -9.30% | +27.21% | |
| FOCS - FOCUS FINL PARTNERS INC | Reduce 7% $(131.2K) | 0.48% | $1.8M | +0.73% | +25.46% | ||
| XOM - EXXON MOBIL CORP | Reduce 10% $(190.9K) | 0.46% | $1.7M | +229.72% | -23.12% | +34.54% | |
| SPHD - INVESCO EXCH TRADED FD TR II | Add 5% ($78.8K) | 0.45% | $1.7M | +78.22% | +2.01% | +32.88% | |
| CVX - CHEVRON CORP NEW | Reduce 7% $(128.1K) | 0.43% | $1.6M | +121.53% | -18.21% | +14.69% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 17% $(309.0K) | 0.41% | $1.5M | -10.14% | +2.56% | +14.61% | |
| CAG - CONAGRA BRANDS INC | 0.37% | $1.4M | -38.01% | +2.68% | -0.74% | ||
| VMO - INVESCO MUN OPPORTUNITY TR | Add 7% ($86.7K) | 0.37% | $1.4M | +8.52% | +3.60% | +16.56% | |
| MMD - MAINSTAY MACKAY DEFINDTRM MU | Reduce 4% $(48.6K) | 0.34% | $1.3M | -7.26% | -0.74% | +8.54% | |
| WM - WASTE MGMT INC DEL | Reduce 3% $(39.2K) | 0.32% | $1.2M | +116.40% | +5.86% | +35.54% | |
| AMZN - AMAZON COM INC | New Purchase | 0.32% | $1.2M | +49.03% | +6.59% | +17.97% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | Add 4% ($45.4K) | 0.31% | $1.2M | +7.17% | +0.34% | +15.20% | |
| JPM - JPMORGAN CHASE & CO | Reduce 10% $(128.7K) | 0.31% | $1.2M | +245.25% | +0.73% | +51.15% | |
| WMT - WALMART INC | Reduce 7% $(80.2K) | 0.31% | $1.1M | +157.07% | +7.62% | +7.58% | |
| NUV - NUVEEN MUN VALUE FD INC | New Purchase | 0.27% | $994.0K | +5.92% | +5.23% | +15.20% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(13.4K) | 0.26% | $988.0K | +27.37% | +5.33% | +34.33% | |
| AOR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IAU - ISHARES GOLD TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| CDC - VICTORY PORTFOLIOS II | Reduce 100% | 0.00% | $0.00 | ||||
| ITOT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IBKC - IBERIABANK CORP | Reduce 100% | 0.00% | $0.00 | ||||