Summit Financial Wealth Advisors, LLC Diversified Active

CIK: 0001632283 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 5, 2019

Total Value ($000): $407,546 (100.0% shares, 0.0% debt)

Holdings (145)

NOBL PROSHARES TR 8.4%
Value ($000) $34,178 Shares 481,044 Est. Cost $53.20 Unrealized
DGRO ISHARES TR 7.0%
Value ($000) $28,558 Shares 733,584 Est. Cost $35.47 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 6.8%
Value ($000) $27,779 Shares 462,055 Est. Cost $60.04 Unrealized
VUG VANGUARD INDEX FDS 5.3%
Value ($000) $21,737 Shares 129,866 Est. Cost $121.13 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 4.4%
Value ($000) $17,957 Shares 906,445 Est. Cost $19.29 Unrealized
PFF ISHARES TR 4.1%
Value ($000) $16,712 Shares 447,331 Est. Cost $38.04 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 3.9%
Value ($000) $15,892 Shares 375,474 Est. Cost $39.33 Unrealized
VO VANGUARD INDEX FDS 3.4%
Value ($000) $13,802 Shares 82,784 Est. Cost $147.02 Unrealized
T AT&T INC 2.7%
Value ($000) $11,164 Shares 297,065 Est. Cost $13.54 Unrealized +25.5%
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $7,888 Shares 52,369 Est. Cost $133.34 Unrealized
VLO VALERO ENERGY CORP NEW 1.9%
Value ($000) $7,841 Shares 89,100 Est. Cost $55.44 Unrealized +12.7%
INTC INTEL CORP 1.7%
Value ($000) $6,900 Shares 132,455 Est. Cost $30.36 Unrealized +41.7%
GRMN GARMIN LTD 1.6%
Value ($000) $6,403 Shares 73,532 Est. Cost $42.76 Unrealized +63.2%
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $6,403 Shares 44,852 Est. Cost $102.15 Unrealized +0.3%
AVGO BROADCOM INC 1.5%
Value ($000) $6,157 Shares 21,917 Est. Cost $22.95 Unrealized +4.7%
OKE ONEOK INC NEW 1.5%
Value ($000) $6,012 Shares 86,485 Est. Cost $39.93 Unrealized +16.7%
ROYAL DUTCH SHELL PLC 1.4%
Value ($000) $5,898 Shares 101,176 Est. Cost $59.89 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $5,895 Shares 72,454 Est. Cost $62.09 Unrealized +16.1%
PFE PFIZER INC 1.4%
Value ($000) $5,683 Shares 157,379 Est. Cost $24.54 Unrealized +10.1%
UPS UNITED PARCEL SERVICE INC 1.4%
Value ($000) $5,556 Shares 47,888 Est. Cost $85.25 Unrealized +4.3%
BB&T CORP 1.4%
Value ($000) $5,509 Shares 105,947 Est. Cost $49.30 Unrealized
IJR ISHARES TR 1.3%
Value ($000) $5,395 Shares 70,203 Est. Cost $77.14 Unrealized
KMB KIMBERLY CLARK CORP 1.2%
Value ($000) $5,083 Shares 36,931 Est. Cost $86.79 Unrealized +26.4%
TU TELUS CORP 1.2%
Value ($000) $4,994 Shares 138,299 Est. Cost $18.13 Unrealized +0.4%
EMR EMERSON ELEC CO 1.1%
Value ($000) $4,423 Shares 65,969 Est. Cost $51.90 Unrealized +4.7%
MRK MERCK & CO INC 1.1%
Value ($000) $4,329 Shares 51,324 Est. Cost $51.55 Unrealized +27.0%
PRU PRUDENTIAL FINL INC 1.0%
Value ($000) $4,216 Shares 47,144 Est. Cost $68.63 Unrealized -4.2%
LYB LYONDELLBASELL INDUSTRIES N 1.0%
Value ($000) $4,080 Shares 46,322 Est. Cost $57.29 Unrealized -6.3%
ACWV ISHARES INC 0.9%
Value ($000) $3,747 Shares 39,569 Est. Cost $92.17 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,504 Shares 14,835 Est. Cost $33.82 Unrealized +48.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,204 Shares 46,451 Est. Cost $57.19 Unrealized -6.0%
ITOT ISHARES TR 0.8%
Value ($000) $3,197 Shares 47,734 Est. Cost $66.63 Unrealized
WM WASTE MGMT INC DEL 0.8%
Value ($000) $3,196 Shares 27,473 Est. Cost $65.00 Unrealized +61.7%
CVS CVS HEALTH CORP 0.8%
Value ($000) $3,173 Shares 50,420 Est. Cost $53.47 Unrealized -9.5%
AOR ISHARES TR 0.8%
Value ($000) $3,076 Shares 67,054 Est. Cost $41.31 Unrealized
GDX VANECK VECTORS ETF TR 0.7%
Value ($000) $3,054 Shares 113,232 Est. Cost $22.07 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,470 Shares 45,345 Est. Cost $38.65 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,393 Shares 20,604 Est. Cost $74.24 Unrealized +23.3%
MTUM ISHARES TR 0.6%
Value ($000) $2,312 Shares 19,445 Est. Cost $118.62 Unrealized
CDC VICTORY PORTFOLIOS II 0.6%
Value ($000) $2,293 Shares 49,979 Est. Cost $45.53 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,220 Shares 7,494 Est. Cost $240.33 Unrealized
ELV ANTHEM INC 0.5%
Value ($000) $2,164 Shares 9,111 Est. Cost $128.35 Unrealized +95.8%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,139 Shares 15,316 Est. Cost $45.19 Unrealized +187.5%
VTR VENTAS INC 0.5%
Value ($000) $2,132 Shares 29,556 Est. Cost $42.72 Unrealized +28.7%
HDV ISHARES TR 0.5%
Value ($000) $2,072 Shares 22,250 Est. Cost $94.48 Unrealized
BAX BAXTER INTL INC 0.5%
Value ($000) $2,057 Shares 23,363 Est. Cost $46.84 Unrealized +61.2%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,930 Shares 16,618 Est. Cost $60.08 Unrealized +58.2%
IBERIABANK CORP 0.5%
Value ($000) $1,908 Shares 25,611 Est. Cost $72.03 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,869 Shares 36,218 Est. Cost $40.63 Unrealized -9.5%
WMT WALMART INC 0.4%
Value ($000) $1,793 Shares 14,909 Est. Cost $25.13 Unrealized +37.1%
FOCUS FINL PARTNERS INC 0.4%
Value ($000) $1,717 Shares 75,688 Est. Cost $35.05 Unrealized
DAL DELTA AIR LINES INC DEL 0.4%
Value ($000) $1,655 Shares 31,255 Est. Cost $42.45 Unrealized +33.6%
BFST BUSINESS FIRST BANCSHARES IN 0.4%
Value ($000) $1,629 Shares 67,334 Est. Cost $21.95 Unrealized -4.1%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,601 Shares 17,614 Est. Cost $85.09 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $1,519 Shares 14,075 Est. Cost $81.37 Unrealized +10.2%
INVESCO MUN OPPORTUNITY TR 0.4%
Value ($000) $1,471 Shares 117,375 Est. Cost $12.24 Unrealized
CFO VICTORY PORTFOLIOS II 0.3%
Value ($000) $1,304 Shares 26,652 Est. Cost $48.90 Unrealized
EEMV ISHARES INC 0.3%
Value ($000) $1,261 Shares 21,840 Est. Cost $58.85 Unrealized
MAINSTAY MACKAY DEFINDTRM MU 0.3%
Value ($000) $1,174 Shares 56,471 Est. Cost $19.34 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,111 Shares 34,687 Est. Cost $32.42 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.3%
Value ($000) $1,105 Shares 78,575 Est. Cost $14.91 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.3%
Value ($000) $1,092 Shares 76,616 Est. Cost $13.30 Unrealized
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $1,075 Shares 37,850 Est. Cost $22.21 Unrealized -0.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $980 Shares 7,531 Est. Cost $42.19 Unrealized +143.8%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $967 Shares 12,706 Est. Cost $59.53 Unrealized +4.3%
ISHARES GOLD TRUST 0.2%
Value ($000) $931 Shares 65,524 Est. Cost $13.52 Unrealized
RING ISHARES INC 0.2%
Value ($000) $907 Shares 41,813 Est. Cost $20.43 Unrealized
ONEV SPDR SERIES TRUST 0.2%
Value ($000) $900 Shares 11,132 Est. Cost $80.85 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.2%
Value ($000) $873 Shares 54,112 Est. Cost $15.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $814 Shares 3,665 Est. Cost $79.25 Unrealized +174.0%
WESTERN ASSET INTM MUNI FD I 0.2%
Value ($000) $811 Shares 88,497 Est. Cost $10.18 Unrealized
CELGENE CORP 0.2%
Value ($000) $810 Shares 8,057 Est. Cost $93.83 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $804 Shares 14,329 Est. Cost $42.20 Unrealized
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $800 Shares 76,081 Est. Cost $9.59 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $768 Shares 12,808 Est. Cost $29.77 Unrealized +35.8%
DWS MUN INCOME TR NEW 0.2%
Value ($000) $719 Shares 62,187 Est. Cost $10.20 Unrealized
INVESCO TR INVT GRADE MUNS 0.2%
Value ($000) $703 Shares 54,358 Est. Cost $13.87 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $695 Shares 24,028 Est. Cost $17.06 Unrealized +44.0%
HBCP HOME BANCORP INC 0.2%
Value ($000) $690 Shares 17,900 Est. Cost $26.29 Unrealized +20.0%
LOGI LOGITECH INTL S A 0.2%
Value ($000) $688 Shares 16,744 Est. Cost $34.99 Unrealized +3.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $656 Shares 379 Est. Cost $83.77 Unrealized +10.7%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $638 Shares 4,559 Est. Cost $132.85 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $633 Shares 9,933 Est. Cost $61.73 Unrealized
ALPS ETF TR 0.2%
Value ($000) $633 Shares 71,740 Est. Cost $11.63 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $629 Shares 3,007 Est. Cost $89.38 Unrealized +106.7%
IVV ISHARES TR 0.2%
Value ($000) $627 Shares 2,104 Est. Cost $257.17 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $624 Shares 4,537 Est. Cost $70.07 Unrealized +56.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $620 Shares 7,605 Est. Cost $51.20 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $599 Shares 6,468 Est. Cost $91.52 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $551 Shares 13,402 Est. Cost $56.99 Unrealized -26.8%
SHM SPDR SERIES TRUST 0.1%
Value ($000) $545 Shares 11,103 Est. Cost $47.68 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $503 Shares 1,823 Est. Cost $159.49 Unrealized +66.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $502 Shares 2,629 Est. Cost $171.07 Unrealized
LVHD LEGG MASON ETF INVESTMENT TR 0.1%
Value ($000) $499 Shares 15,000 Est. Cost $32.70 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $496 Shares 6,732 Est. Cost $46.30 Unrealized +13.6%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $487 Shares 3,575 Est. Cost $115.15 Unrealized
RRBI RED RIVER BANCSHARES INC 0.1%
Value ($000) $473 Shares 10,900 Est. Cost $45.68 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $470 Shares 2,342 Est. Cost $157.32 Unrealized +0.4%
GOOG ALPHABET INC 0.1%
Value ($000) $463 Shares 381 Est. Cost $56.14 Unrealized +4.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $462 Shares 10,844 Est. Cost $33.06 Unrealized -16.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $460 Shares 5,902 Est. Cost $56.22 Unrealized +0.9%
OBK ORIGIN BANCORP INC 0.1%
Value ($000) $459 Shares 14,317 Est. Cost $36.87 Unrealized -8.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $452 Shares 13,930 Est. Cost $54.00 Unrealized -42.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $446 Shares 7,711 Est. Cost $65.24 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $425 Shares 3,269 Est. Cost $102.86 Unrealized +30.5%
BLACKROCK MUN 2030 TAR TERM 0.1%
Value ($000) $419 Shares 17,550 Est. Cost $21.30 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $414 Shares 5,393 Est. Cost $63.58 Unrealized +2.2%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $409 Shares 8,099 Est. Cost $50.02 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $408 Shares 6,624 Est. Cost $31.23 Unrealized +45.0%
V VISA INC 0.1%
Value ($000) $403 Shares 2,275 Est. Cost $67.81 Unrealized +151.2%
BKLN INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $339 Shares 15,150 Est. Cost $23.12 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $338 Shares 3,025 Est. Cost $65.82 Unrealized +22.1%
MUB ISHARES TR 0.1%
Value ($000) $336 Shares 2,944 Est. Cost $110.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $336 Shares 964 Est. Cost $350.31 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $324 Shares 1,758 Est. Cost $127.48 Unrealized +48.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $323 Shares 6,931 Est. Cost $36.65 Unrealized +16.7%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $312 Shares 3,321 Est. Cost $37.74 Unrealized +94.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $307 Shares 6,000 Est. Cost $42.16 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $304 Shares 5,681 Est. Cost $31.62 Unrealized +30.1%
INVESCO ADVANTAGE MUNICIPAL 0.1%
Value ($000) $302 Shares 26,617 Est. Cost $11.12 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $290 Shares 1,237 Est. Cost $164.69 Unrealized +13.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $278 Shares 2,114 Est. Cost $86.63 Unrealized +27.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $269 Shares 2,485 Est. Cost $102.59 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $269 Shares 4,648 Est. Cost $65.11 Unrealized
AOM ISHARES TR 0.1%
Value ($000) $266 Shares 6,800 Est. Cost $34.08 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $252 Shares 2,905 Est. Cost $83.39 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $251 Shares 2,074 Est. Cost $90.50 Unrealized +11.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $250 Shares 2,688 Est. Cost $81.04 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $239 Shares 4,555 Est. Cost $38.48 Unrealized +17.9%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $234 Shares 1,453 Est. Cost $127.79 Unrealized +14.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $227 Shares 4,174 Est. Cost $35.88 Unrealized +20.9%
DE DEERE & CO 0.1%
Value ($000) $225 Shares 1,314 Est. Cost $144.51 Unrealized +1.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $222 Shares 5,023 Est. Cost $30.57 Unrealized +21.0%
VIG VANGUARD GROUP 0.1%
Value ($000) $222 Shares 1,862 Est. Cost $110.09 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $209 Shares 7,566 Est. Cost $28.84 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $209 Shares 2,410 Est. Cost $86.72 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $208 Shares 5,567 Est. Cost $37.80 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $205 Shares 1,262 Est. Cost $125.90 Unrealized +8.1%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $205 Shares 4,870 Est. Cost $42.09 Unrealized
BLACKROCK FLOAT RATE OME STR 0.0%
Value ($000) $151 Shares 12,106 Est. Cost $13.75 Unrealized
GLU MOBILE INC 0.0%
Value ($000) $140 Shares 25,511 Est. Cost $7.58 Unrealized
TEMPLETON EMERG MKTS INCOME 0.0%
Value ($000) $111 Shares 12,380 Est. Cost $9.82 Unrealized
NUVECTRA CORP 0.0%
Value ($000) $29 Shares 20,000 Est. Cost $1.45 Unrealized
WAITR HLDGS INC 0.0%
Value ($000) $25 Shares 21,440 Est. Cost $1.17 Unrealized
DENBURY RES INC 0.0%
Value ($000) $13 Shares 11,500 Est. Cost $2.12 Unrealized