Summit Financial Wealth Advisors, LLC Diversified Active

CIK: 0001632283 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $494,734 (100.0% shares, 0.0% debt)

Holdings (130)

DGRO ISHARES TR 9.5%
Value ($000) $46,789 Shares 876,027 Est. Cost $38.51 Unrealized
VUG VANGUARD INDEX FDS 8.5%
Value ($000) $42,268 Shares 146,970 Est. Cost $141.96 Unrealized
PFF ISHARES TR 6.1%
Value ($000) $30,107 Shares 826,654 Est. Cost $36.59 Unrealized
FPE FIRST TR EXCH TRADED FD III 5.9%
Value ($000) $29,086 Shares 1,529,249 Est. Cost $18.76 Unrealized
NOBL PROSHARES TR 4.6%
Value ($000) $22,798 Shares 240,206 Est. Cost $57.21 Unrealized
SCHF SCHWAB STRATEGIC TR 3.5%
Value ($000) $17,200 Shares 468,410 Est. Cost $36.02 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 3.2%
Value ($000) $15,693 Shares 461,421 Est. Cost $34.01 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $13,080 Shares 121,249 Est. Cost $79.84 Unrealized
SCHE SCHWAB STRATEGIC TR 2.6%
Value ($000) $12,788 Shares 460,495 Est. Cost $32.69 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 2.5%
Value ($000) $12,568 Shares 211,116 Est. Cost $59.88 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 2.3%
Value ($000) $11,597 Shares 117,055 Est. Cost $76.21 Unrealized +13.9%
UPS UNITED PARCEL SERVICE INC 2.3%
Value ($000) $11,486 Shares 53,560 Est. Cost $98.70 Unrealized +79.5%
VLO VALERO ENERGY CORP 2.1%
Value ($000) $10,439 Shares 102,809 Est. Cost $64.30 Unrealized +19.7%
GPC GENUINE PARTS CO 2.0%
Value ($000) $10,138 Shares 80,444 Est. Cost $111.56 Unrealized +4.1%
GRMN GARMIN LTD 1.9%
Value ($000) $9,603 Shares 80,959 Est. Cost $68.43 Unrealized +60.9%
USB US BANCORP DEL 1.9%
Value ($000) $9,392 Shares 176,705 Est. Cost $36.10 Unrealized +32.5%
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $9,150 Shares 40,190 Est. Cost $153.16 Unrealized
ETN EATON CORP PLC 1.8%
Value ($000) $8,988 Shares 59,224 Est. Cost $75.05 Unrealized +96.3%
TU TELUS CORPORATION 1.8%
Value ($000) $8,750 Shares 334,672 Est. Cost $19.40 Unrealized +27.4%
SYY SYSCO CORP 1.7%
Value ($000) $8,593 Shares 105,248 Est. Cost $46.10 Unrealized +57.6%
IP INTERNATIONAL PAPER CO 1.7%
Value ($000) $8,528 Shares 232,027 Est. Cost $38.68 Unrealized -0.1%
MMM 3M CO 1.7%
Value ($000) $8,519 Shares 57,219 Est. Cost $109.17 Unrealized +5.0%
INTC INTEL CORP 1.6%
Value ($000) $7,728 Shares 155,939 Est. Cost $35.67 Unrealized +29.5%
FDD FIRST TR STOXX EUROPEAN SELE 1.5%
Value ($000) $7,570 Shares 569,710 Est. Cost $14.31 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $7,382 Shares 144,909 Est. Cost $40.33 Unrealized +2.9%
AAPL APPLE INC 1.5%
Value ($000) $7,219 Shares 41,342 Est. Cost $87.54 Unrealized +88.3%
QCOM QUALCOMM INC 1.5%
Value ($000) $7,197 Shares 47,096 Est. Cost $76.26 Unrealized +101.4%
PFE PFIZER INC 1.4%
Value ($000) $6,962 Shares 134,474 Est. Cost $25.69 Unrealized +65.3%
HWC HANCOCK WHITNEY CORPORATION 1.2%
Value ($000) $6,111 Shares 117,172 Est. Cost $21.29 Unrealized +153.3%
MRK MERCK CO INC 1.2%
Value ($000) $5,897 Shares 71,867 Est. Cost $56.85 Unrealized +22.9%
T ATT INC 0.9%
Value ($000) $4,693 Shares 198,612 Est. Cost $13.97 Unrealized +6.7%
SCHD SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,642 Shares 58,839 Est. Cost $47.19 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value ($000) $3,412 Shares 14,344 Est. Cost $150.42 Unrealized
FHN FIRST HORIZON CORPORATION 0.7%
Value ($000) $3,227 Shares 137,396 Est. Cost $11.54 Unrealized +50.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,688 Shares 8,719 Est. Cost $63.19 Unrealized +361.1%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,677 Shares 31,110 Est. Cost $90.58 Unrealized
SPY SPDR SP 500 ETF TR 0.5%
Value ($000) $2,663 Shares 5,896 Est. Cost $257.94 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,558 Shares 15,707 Est. Cost $75.27 Unrealized +63.1%
NUVEEN MUN VALUE FD INC 0.5%
Value ($000) $2,258 Shares 235,671 Est. Cost $10.59 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,039 Shares 20,150 Est. Cost $54.97 Unrealized +67.4%
INVESCO MUN OPPORTUNITY TR 0.3%
Value ($000) $1,681 Shares 146,825 Est. Cost $12.22 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,667 Shares 35,305 Est. Cost $39.48 Unrealized
FOCUS FINL PARTNERS INC 0.3%
Value ($000) $1,425 Shares 31,158 Est. Cost $35.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,416 Shares 2,777 Est. Cost $154.04 Unrealized +192.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,346 Shares 16,298 Est. Cost $52.84 Unrealized +28.5%
MAINSTAY MACKAY DEFINEDTERM 0.3%
Value ($000) $1,335 Shares 71,220 Est. Cost $20.11 Unrealized
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $1,304 Shares 38,850 Est. Cost $22.41 Unrealized +26.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,179 Shares 16,146 Est. Cost $41.86 Unrealized +35.8%
VTR VENTAS INC 0.2%
Value ($000) $1,088 Shares 17,621 Est. Cost $43.35 Unrealized +9.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,040 Shares 319 Est. Cost $86.32 Unrealized +79.0%
JPM JPMORGAN CHASE CO 0.2%
Value ($000) $1,019 Shares 7,477 Est. Cost $69.37 Unrealized +92.7%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $1,013 Shares 77,066 Est. Cost $13.53 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.2%
Value ($000) $1,007 Shares 68,893 Est. Cost $15.65 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,003 Shares 359 Est. Cost $63.38 Unrealized +112.9%
WMT WALMART INC 0.2%
Value ($000) $992 Shares 6,660 Est. Cost $28.16 Unrealized +58.4%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $911 Shares 12,015 Est. Cost $42.76 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $890 Shares 5,490 Est. Cost $48.00 Unrealized +163.3%
GDX VANECK ETF TRUST 0.2%
Value ($000) $868 Shares 22,623 Est. Cost $35.66 Unrealized
HBCP HOME BANCORP INC 0.2%
Value ($000) $863 Shares 21,148 Est. Cost $28.24 Unrealized +30.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $858 Shares 4,676 Est. Cost $43.97 Unrealized +257.7%
MUB ISHARES TR 0.2%
Value ($000) $803 Shares 7,327 Est. Cost $112.60 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $792 Shares 13,216 Est. Cost $59.74 Unrealized -2.7%
BA BOEING CO 0.2%
Value ($000) $746 Shares 3,894 Est. Cost $242.90 Unrealized -17.4%
AVGO BROADCOM INC 0.1%
Value ($000) $735 Shares 1,167 Est. Cost $24.15 Unrealized +128.0%
RRBI RED RIVER BANCSHARES INC 0.1%
Value ($000) $706 Shares 13,350 Est. Cost $46.58 Unrealized +11.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $694 Shares 4,278 Est. Cost $110.17 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $664 Shares 3,675 Est. Cost $160.26 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $655 Shares 4,776 Est. Cost $126.22 Unrealized +11.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $620 Shares 3,900 Est. Cost $57.92 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $608 Shares 3,631 Est. Cost $70.07 Unrealized +111.8%
V VISA INC 0.1%
Value ($000) $604 Shares 2,725 Est. Cost $90.72 Unrealized +131.5%
WESTERN ASSET INTER MUNI FD 0.1%
Value ($000) $599 Shares 69,756 Est. Cost $10.18 Unrealized
OBK ORIGIN BANCORP INC 0.1%
Value ($000) $590 Shares 13,942 Est. Cost $41.23 Unrealized +6.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $588 Shares 14,264 Est. Cost $19.44 Unrealized +110.0%
ACWV ISHARES INC 0.1%
Value ($000) $547 Shares 5,223 Est. Cost $90.24 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $517 Shares 9,269 Est. Cost $41.92 Unrealized +19.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $508 Shares 3,203 Est. Cost $69.09 Unrealized +106.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $494 Shares 1,363 Est. Cost $187.29 Unrealized
INVESCO TR INVT GRADE MUNS 0.1%
Value ($000) $492 Shares 42,358 Est. Cost $13.58 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $490 Shares 1,079 Est. Cost $266.73 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $489 Shares 3,973 Est. Cost $94.59 Unrealized +20.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $480 Shares 3,500 Est. Cost $65.95 Unrealized +63.2%
BLACKROCK MUN TARGET TERM TR 0.1%
Value ($000) $477 Shares 20,175 Est. Cost $21.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $462 Shares 3,554 Est. Cost $112.10 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $460 Shares 1,286 Est. Cost $170.38 Unrealized +106.4%
AOR ISHARES TR 0.1%
Value ($000) $458 Shares 8,480 Est. Cost $41.31 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $419 Shares 12,360 Est. Cost $31.67 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $418 Shares 388 Est. Cost $248.43 Unrealized +25.4%
DWS MUN INCOME TR 0.1%
Value ($000) $410 Shares 39,387 Est. Cost $10.88 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $404 Shares 23,889 Est. Cost $10.10 Unrealized +44.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $394 Shares 7,532 Est. Cost $33.97 Unrealized +9.3%
BLACKSTONE STRATEGIC CREDIT 0.1%
Value ($000) $391 Shares 29,950 Est. Cost $14.83 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $388 Shares 4,135 Est. Cost $56.30 Unrealized +47.1%
PARAMOUNT GLOBAL 0.1%
Value ($000) $381 Shares 10,083 Est. Cost $44.43 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $378 Shares 5,056 Est. Cost $101.65 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $377 Shares 5,200 Est. Cost $31.23 Unrealized +87.9%
CLST CATALYST BANCORP INC 0.1%
Value ($000) $366 Shares 26,800 Est. Cost $13.74 Unrealized 0.0%
FNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $366 Shares 9,655 Est. Cost $39.15 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $365 Shares 1,220 Est. Cost $217.23 Unrealized +44.5%
DOW DOW INC 0.1%
Value ($000) $356 Shares 5,585 Est. Cost $50.93 Unrealized -5.2%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $345 Shares 9,966 Est. Cost $35.42 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $318 Shares 2,297 Est. Cost $115.30 Unrealized -0.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $313 Shares 4,095 Est. Cost $53.49 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $294 Shares 5,345 Est. Cost $55.00 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $285 Shares 4,295 Est. Cost $114.23 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 2,586 Est. Cost $83.28 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $279 Shares 1,129 Est. Cost $89.38 Unrealized +154.8%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $279 Shares 3,160 Est. Cost $63.92 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $271 Shares 4,000 Est. Cost $52.90 Unrealized +11.1%
BLACKROCK INC 0.1%
Value ($000) $252 Shares 330 Est. Cost $858.13 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $242 Shares 2,695 Est. Cost $77.48 Unrealized +15.9%
ITOT ISHARES TR 0.0%
Value ($000) $236 Shares 2,337 Est. Cost $66.92 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $236 Shares 5,970 Est. Cost $43.07 Unrealized -12.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $235 Shares 2,160 Est. Cost $119.44 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $230 Shares 1,084 Est. Cost $167.02 Unrealized +14.5%
CRM SALESFORCE COM INC 0.0%
Value ($000) $230 Shares 1,085 Est. Cost $212.63 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $224 Shares 20,000 Est. Cost $5.15 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $216 Shares 3,488 Est. Cost $48.79 Unrealized +10.8%
NEM NEWMONT CORP 0.0%
Value ($000) $216 Shares 2,722 Est. Cost $60.03 Unrealized 0.0%
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $206 Shares 1,162 Est. Cost $151.80 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $206 Shares 5,390 Est. Cost $38.22 Unrealized
BFST BUSINESS FIRST BANCSHARES IN 0.0%
Value ($000) $203 Shares 8,334 Est. Cost $24.44 Unrealized -1.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $200 Shares 1,691 Est. Cost $94.13 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $187 Shares 12,014 Est. Cost $14.29 Unrealized +9.6%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $177 Shares 11,500 Est. Cost $15.13 Unrealized
GEL GENESIS ENERGY L P 0.0%
Value ($000) $136 Shares 11,613 Est. Cost $4.13 Unrealized
DNOW NOW INC 0.0%
Value ($000) $131 Shares 11,900 Est. Cost $9.69 Unrealized 0.0%
US WELL SERVICES INC 0.0%
Value ($000) $88 Shares 80,000 Est. Cost $1.10 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $71 Shares 10,061 Est. Cost $8.86 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $69 Shares 23,074 Est. Cost $6.25 Unrealized -42.6%