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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2020-11-09 (Q3 2020) | Holdings: 119 | Value: $374.8M | 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 | Reduce 21% $(8.2M) | 8.37% | $31.4M | +114.40% | +13.41% | +34.96% | |
| DGRO - ISHARES TR | Reduce 1% $(301.5K) | 7.81% | $29.3M | +80.43% | +8.34% | +28.89% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | Add 1% ($196.4K) | 6.79% | $25.5M | +16.24% | +0.18% | +0.20% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 1% $(285.7K) | 6.71% | $25.1M | +22.76% | +4.44% | +8.81% | |
| PFF - ISHARES TR | Add 2% ($428.9K) | 6.23% | $23.4M | +12.82% | +3.34% | +9.09% | |
| NOBL - PROSHARES TR | Reduce 7% $(1.7M) | 6.21% | $23.3M | +47.09% | +5.63% | +25.31% | |
| VO - VANGUARD INDEX FDS | Reduce 3% $(599.5K) | 4.80% | $18.0M | +65.54% | +15.71% | +34.88% | |
| DSEP - FIRST TR EXCHNG TRADED FD VI | New Purchase | 3.39% | $12.7M | +45.24% | +2.08% | +7.26% | |
| ACWV - ISHARES INC | Reduce 1% $(129.3K) | 3.31% | $12.4M | +40.65% | +3.63% | +13.95% | |
| QCOM - QUALCOMM INC | Reduce 14% $(1.4M) | 2.15% | $8.1M | +34.15% | +4.27% | +16.19% | |
| IJR - ISHARES TR | Add 4% ($261.1K) | 2.02% | $7.6M | +62.72% | +32.32% | +49.45% | |
| T - AT&T INC | 1.98% | $7.4M | +58.29% | +1.77% | -6.10% | ||
| UPS - UNITED PARCEL SERVICE INC | Reduce 45% $(5.8M) | 1.91% | $7.1M | -35.24% | +1.80% | +32.20% | |
| ETN - EATON CORP PLC | Reduce 2% $(132.6K) | 1.89% | $7.1M | +259.27% | +7.13% | +54.21% | |
| MMM - 3M CO | Reduce 2% $(119.1K) | 1.87% | $7.0M | +47.32% | +10.57% | +13.99% | |
| VTI - VANGUARD INDEX FDS | Add 1% ($52.0K) | 1.84% | $6.9M | +98.07% | +14.23% | +34.22% | |
| AVGO - BROADCOM INC | Reduce 2% $(113.8K) | 1.80% | $6.7M | +970.01% | +28.01% | +52.91% | |
| SYY - SYSCO CORP | 1.74% | $6.5M | +19.98% | +4.48% | +9.69% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($66.8K) | 1.59% | $6.0M | -13.12% | -7.85% | -8.79% | |
| GRMN - GARMIN LTD | Reduce 15% $(1.0M) | 1.54% | $5.8M | +145.17% | +13.02% | +27.87% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 1% $(58.0K) | 1.53% | $5.7M | +237.43% | +6.16% | +13.29% | |
| PFE - PFIZER INC | 1.47% | $5.5M | -18.96% | -8.35% | +32.93% | ||
| AAPL - APPLE INC | Add 292% ($4.0M) | 1.43% | $5.4M | +133.43% | +17.35% | +28.80% | |
| INTC - INTEL CORP | Add 1% ($59.4K) | 1.35% | $5.1M | -6.73% | +30.43% | +14.70% | |
| T - TELUS CORPORATION | Add 1% ($23.8K) | 1.24% | $4.6M | +7.16% | +15.71% | +31.35% | |
| MRK - MERCK & CO. INC | Reduce 1% $(33.4K) | 1.11% | $4.2M | +31.41% | -7.70% | +11.47% | |
| USB - US BANCORP DEL | Add 1% ($34.9K) | 0.82% | $3.1M | +34.33% | +7.41% | +40.34% | |
| HWC - HANCOCK WHITNEY CORPORATION | 0.78% | $2.9M | +134.48% | +41.53% | +98.64% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(47.4K) | 0.67% | $2.5M | +154.59% | +13.50% | +55.63% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 1% $(37.0K) | 0.67% | $2.5M | +58.32% | +10.69% | +33.19% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(52.2K) | 0.66% | $2.5M | +105.51% | +10.82% | +33.00% | |
| VCIT - VANGUARD SCOTTSDALE FDS | Add 16% ($327.0K) | 0.62% | $2.3M | +6.09% | +1.49% | +0.36% | |
| SCHF - SCHWAB STRATEGIC TR | Add 1% ($28.6K) | 0.53% | $2.0M | +62.77% | +12.19% | +21.06% | |
| FOCS - FOCUS FINL PARTNERS INC | Reduce 7% $(143.3K) | 0.49% | $1.8M | +36.54% | +73.49% | ||
| NUV - NUVEEN MUN VALUE FD INC | Add 64% ($666.6K) | 0.46% | $1.7M | -0.17% | +6.75% | +2.94% | |
| SPHD - INVESCO EXCH TRADED FD TR II | Reduce 12% $(214.4K) | 0.41% | $1.5M | +66.17% | +13.21% | +27.70% | |
| BMY - BRISTOL-MYERS SQUIBB CO | 0.40% | $1.5M | -17.07% | -5.81% | -4.58% | ||
| CVS - CVS HEALTH CORP | Reduce 14% $(245.1K) | 0.40% | $1.5M | +40.74% | +8.58% | +39.25% | |
| VMO - INVESCO MUN OPPORTUNITY TR | Add 2% ($30.7K) | 0.38% | $1.4M | +3.00% | +8.09% | +13.75% | |
| CAG - CONAGRA BRANDS INC | 0.37% | $1.4M | -34.52% | +3.83% | -1.96% | ||
| MMD - MAINSTAY MACKAY DEFINDTRM MU | Add 7% ($83.9K) | 0.36% | $1.4M | -8.33% | +6.77% | +5.82% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(28.5K) | 0.35% | $1.3M | +137.94% | +15.70% | +48.52% | |
| XOM - EXXON MOBIL CORP | Reduce 4% $(49.2K) | 0.35% | $1.3M | +277.76% | +40.32% | +83.91% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 0.31% | $1.2M | +4.09% | +4.84% | +10.56% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(6.0K) | 0.31% | $1.2M | +44.88% | +6.19% | +12.50% | |
| FHN - FIRST HORIZON NATL CORP | New Purchase | 0.30% | $1.1M | +106.05% | +30.45% | +48.27% | |
| WMT - WALMART INC | Reduce 19% $(243.8K) | 0.28% | $1.0M | +137.53% | +0.63% | +4.87% | |
| NZF - NUVEEN MUNICIPAL CREDIT INC | New Purchase | 0.25% | $928.0K | +8.70% | +9.28% | +18.69% | |
| AOR - ISHARES TR | New Purchase | 0.25% | $927.0K | +45.73% | +8.18% | +16.43% | |
| JPM - JPMORGAN CHASE & CO | Reduce 25% $(314.6K) | 0.25% | $926.0K | +191.50% | +19.87% | +46.42% | |
| TFC - TRUIST FINL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VLO - VALERO ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| WM - WASTE MGMT INC DEL | Reduce 100% | 0.00% | $0.00 | ||||