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Summit Financial Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Summit Financial Wealth Advisors, LLC
Filed: 2021-01-11 (Q4 2020) | Holdings: 101 | Value: $366.8M | 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 | Add 1% ($327.8K) | 8.88% | $32.6M | +98.37% | +7.49% | +22.37% | |
| DGRO - ISHARES TR | Add 1% ($149.9K) | 8.05% | $29.5M | +67.59% | +8.87% | +24.82% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 1% ($298.3K) | 6.92% | $25.4M | +18.82% | +1.58% | +4.77% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | Reduce 1% $(311.0K) | 6.85% | $25.1M | +16.12% | +0.03% | -0.03% | |
| NOBL - PROSHARES TR | Add 1% ($309.4K) | 6.38% | $23.4M | +39.99% | +8.57% | +23.01% | |
| PFF - ISHARES TR | Reduce 1% $(136.4K) | 6.36% | $23.3M | +10.89% | +3.67% | +7.90% | |
| VO - VANGUARD INDEX FDS | Add 1% ($199.5K) | 4.88% | $17.9M | +48.67% | +7.32% | +17.82% | |
| DSEP - FIRST TR EXCHNG TRADED FD VI | 3.49% | $12.8M | +42.83% | +2.38% | +6.04% | ||
| ACWV - ISHARES INC | Add 2% ($204.2K) | 3.49% | $12.8M | +36.31% | +2.62% | +11.56% | |
| QCOM - QUALCOMM INC | Reduce 2% $(137.6K) | 2.05% | $7.5M | +19.51% | -11.84% | +21.21% | |
| T - ATT INC | Reduce 5% $(393.0K) | 2.00% | $7.3M | +53.81% | +5.55% | -1.30% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 2% $(160.3K) | 1.99% | $7.3M | -35.10% | +10.68% | +32.88% | |
| IJR - ISHARES TR | Reduce 1% $(58.3K) | 1.96% | $7.2M | +32.52% | +11.55% | +16.57% | |
| SYY - SYSCO CORP | 1.94% | $7.1M | +13.20% | +6.20% | +3.63% | ||
| AVGO - BROADCOM INC | Add 1% ($41.9K) | 1.92% | $7.0M | +777.45% | +8.86% | +43.04% | |
| MMM - 3M CO | 1.88% | $6.9M | +45.43% | +20.23% | +11.58% | ||
| VTI - VANGUARD INDEX FDS | Reduce 2% $(115.8K) | 1.86% | $6.8M | +80.00% | +8.34% | +21.78% | |
| ETN - EATON CORP PLC | Reduce 1% $(42.2K) | 1.82% | $6.7M | +221.56% | +11.86% | +37.70% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 5% $(321.1K) | 1.59% | $5.8M | -9.52% | +1.55% | -2.31% | |
| INTC - INTEL CORP | Reduce 4% $(230.0K) | 1.55% | $5.7M | -18.42% | +26.79% | +10.18% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 10% $(604.3K) | 1.52% | $5.6M | +205.02% | +5.65% | +13.79% | |
| PFE - PFIZER INC | Reduce 3% $(150.6K) | 1.49% | $5.4M | -17.63% | -0.87% | +56.14% | |
| AAPL - APPLE INC | Reduce 8% $(457.6K) | 1.43% | $5.3M | +109.90% | +2.28% | +37.44% | |
| GRMN - GARMIN LTD | Add 1% ($64.3K) | 1.38% | $5.1M | +129.06% | +14.16% | +10.81% | |
| T - TELUS CORPORATION | 1.31% | $4.8M | -5.30% | -0.67% | +18.78% | ||
| MRK - MERCK CO. INC | Reduce 8% $(353.0K) | 1.13% | $4.2M | +25.27% | -9.67% | +3.68% | |
| USB - US BANCORP DEL | Reduce 1% $(15.1K) | 0.75% | $2.8M | +18.82% | +16.61% | +29.29% | |
| VLO - VALERO ENERGY CORP | New Purchase | 0.72% | $2.7M | +244.40% | +20.54% | +50.50% | |
| SCHD - SCHWAB STRATEGIC TR | Add 1% ($33.2K) | 0.67% | $2.5M | +44.83% | +13.43% | +27.67% | |
| MSFT - MICROSOFT CORP | Reduce 7% $(172.9K) | 0.67% | $2.4M | +151.58% | +18.48% | +48.24% | |
| SPY - SPDR SP 500 ETF TR | Reduce 4% $(92.1K) | 0.66% | $2.4M | +90.92% | +9.00% | +25.97% | |
| HWC - HANCOCK WHITNEY CORPORATION | Add 1% ($21.3K) | 0.64% | $2.4M | +61.33% | +9.40% | +40.61% | |
| VCIT - VANGUARD SCOTTSDALE FDS | Reduce 2% $(46.9K) | 0.62% | $2.3M | +5.29% | -2.09% | -1.90% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 1% $(16.9K) | 0.55% | $2.0M | +46.45% | +3.97% | +10.04% | |
| FOCS - FOCUS FINL PARTNERS INC | Add 1% ($16.4K) | 0.43% | $1.6M | -10.00% | +15.01% | ||
| SPHD - INVESCO EXCH TRADED FD TR II | Add 4% ($63.6K) | 0.43% | $1.6M | +52.67% | +13.97% | +24.64% | |
| CAG - CONAGRA BRANDS INC | Reduce 2% $(28.4K) | 0.37% | $1.4M | -32.18% | +14.26% | +4.85% | |
| VMO - INVESCO MUN OPPORTUNITY TR | Reduce 10% $(137.4K) | 0.35% | $1.3M | +0.40% | +5.20% | +11.41% | |
| CVS - CVS HEALTH CORP | Reduce 17% $(262.4K) | 0.34% | $1.3M | +26.69% | -1.42% | +42.64% | |
| AMZN - AMAZON COM INC | Reduce 3% $(40.9K) | 0.32% | $1.2M | +43.72% | +8.31% | +5.90% | |
| NUV - NUVEEN MUN VALUE FD INC | Reduce 31% $(527.6K) | 0.31% | $1.1M | -0.92% | +3.59% | -2.93% | |
| CVX - CHEVRON CORP NEW | Reduce 14% $(186.6K) | 0.31% | $1.1M | +105.34% | +11.40% | +44.62% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 26% $(400.5K) | 0.31% | $1.1M | -19.18% | -3.34% | +2.40% | |
| MMD - MAINSTAY MACKAY DEFINDTRM MU | Reduce 17% $(235.5K) | 0.30% | $1.1M | -12.08% | +3.11% | +1.54% | |
| JPM - JPMORGAN CHASE CO | Add 13% ($119.2K) | 0.27% | $1.0M | +143.57% | +12.50% | +23.68% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | Reduce 15% $(178.6K) | 0.27% | $995.0K | +0.16% | +0.98% | +4.27% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.26% | $965.0K | +9.14% | +5.50% | +34.21% | |
| LW - LAMB WESTON HLDGS INC | New Purchase | 0.23% | $853.0K | -5.25% | +4.36% | -7.74% | |
| MUB - ISHARES TR | New Purchase | 0.23% | $845.0K | +3.81% | +0.11% | +0.62% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.23% | $843.0K | +12.81% | +13.02% | +11.16% | |
| AOR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NZF - NUVEEN MUNICIPAL CREDIT INC | Reduce 100% | 0.00% | $0.00 | ||||
| FHN - FIRST HORIZON NATL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||