Summit Financial Wealth Advisors, LLC Diversified Active

Location: Lafayette, LA

CIK: 0001632283 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 15, 2026

Total Value: $782M (100.0% shares, 0.0% debt)

Holdings (225)

New Positions (37)

FTSM FIRST TR EXCHANGE-TRADED FD 2.2%
Value $17.41M Shares 291,444 Est. Cost $59.73 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $674K Shares 2,713 Est. Cost $248.37 Unrealized
TCAF T ROWE PRICE EXCHANGE-TRADED 0.1%
Value $600K Shares 14,590 Est. Cost $41.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $562K Shares 968 Est. Cost $580.91 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $541K Shares 468 Est. Cost $1155.00 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.1%
Value $504K Shares 2,951 Est. Cost $170.86 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value $487K Shares 991 Est. Cost $491.16 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $486K Shares 3,907 Est. Cost $124.44 Unrealized
INTC INTEL CORP 0.1%
Value $464K Shares 3,322 Est. Cost $139.62 Unrealized
CRM SALESFORCE INC 0.1%
Value $446K Shares 2,846 Est. Cost $156.65 Unrealized
APH AMPHENOL CORP 0.0%
Value $360K Shares 2,044 Est. Cost $176.32 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $344K Shares 3,791 Est. Cost $90.74 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $326K Shares 956 Est. Cost $341.02 Unrealized
STT STATE STR CORP 0.0%
Value $285K Shares 1,679 Est. Cost $169.60 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $279K Shares 645 Est. Cost $433.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $276K Shares 273 Est. Cost $1011.37 Unrealized
HD HOME DEPOT INC 0.0%
Value $269K Shares 763 Est. Cost $352.68 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $256K Shares 743 Est. Cost $344.32 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value $256K Shares 3,289 Est. Cost $77.77 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $249K Shares 2,168 Est. Cost $114.86 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $244K Shares 2,952 Est. Cost $82.62 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $243K Shares 612 Est. Cost $397.17 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $238K Shares 498 Est. Cost $477.57 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $234K Shares 543 Est. Cost $431.46 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $232K Shares 2,803 Est. Cost $82.64 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value $224K Shares 6,734 Est. Cost $33.27 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $221K Shares 2,166 Est. Cost $102.21 Unrealized
TJX TJX COS INC NEW 0.0%
Value $221K Shares 1,459 Est. Cost $151.50 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $217K Shares 1,262 Est. Cost $172.27 Unrealized
CI THE CIGNA GROUP 0.0%
Value $217K Shares 788 Est. Cost $275.68 Unrealized
GE GE AEROSPACE 0.0%
Value $215K Shares 575 Est. Cost $373.73 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $207K Shares 1,728 Est. Cost $119.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $206K Shares 918 Est. Cost $223.95 Unrealized
ERY DIREXION SHARES ETF TRUST 0.0%
Value $205K Shares 15,715 Est. Cost $13.06 Unrealized
SJM SMUCKER J M CO 0.0%
Value $203K Shares 1,800 Est. Cost $112.50 Unrealized
IEF ISHARES TR 0.0%
Value $200K Shares 2,116 Est. Cost $94.57 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value $117K Shares 14,778 Est. Cost $7.90 Unrealized

Increased Positions (99)

VUG VANGUARD INDEX FDS 7.5%
Value $58.53M (+19.9%) Shares 679,485 (+507.8%) Est. Cost $101.98 Unrealized
UNH UNITEDHEALTH GROUP INC 2.2%
Value $17.32M (+114.0%) Shares 41,672 (+39.3%) Est. Cost $333.40 Unrealized
VYMI VANGUARD WHITEHALL FDS 8.4%
Value $65.82M (+9.5%) Shares 670,311 (+5.1%) Est. Cost $69.11 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value $21.85M (+21.4%) Shares 59,055 (+5.2%) Est. Cost $230.91 Unrealized
FMDE FIDELITY COVINGTON TRUST 3.0%
Value $23.51M (+18.5%) Shares 579,236 (+5.0%) Est. Cost $36.57 Unrealized
T AT&T INC 1.3%
Value $10.34M (-26.0%) Shares 499,381 (+3.6%) Est. Cost $15.22 Unrealized
AAPL APPLE INC 1.7%
Value $13.39M (+20.1%) Shares 46,283 (+5.4%) Est. Cost $122.86 Unrealized
ETN EATON CORP PLC 1.4%
Value $10.67M (+26.3%) Shares 25,045 (+6.0%) Est. Cost $139.77 Unrealized
MMM 3M CO 2.0%
Value $15.54M (+15.3%) Shares 95,972 (+3.4%) Est. Cost $93.29 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 1.5%
Value $11.96M (+18.3%) Shares 406,865 (+2.8%) Est. Cost $25.33 Unrealized
SPBO SPDR SERIES TRUST 4.4%
Value $34.53M (+5.6%) Shares 1,189,025 (+5.5%) Est. Cost $29.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value $6.447M (+31.0%) Shares 22,925 (+12.9%) Est. Cost $148.73 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value $6.836M (-17.7%) Shares 50,004 (+2.1%) Est. Cost $85.16 Unrealized
BILZ PIMCO ETF TR 4.1%
Value $31.98M (+4.6%) Shares 316,805 (+4.6%) Est. Cost $100.89 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.8%
Value $5.894M (+26.7%) Shares 97,763 (+16.1%) Est. Cost $56.63 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $3.68M (+46.7%) Shares 18,391 (+27.9%) Est. Cost $151.03 Unrealized
NOBL PROSHARES TR 3.6%
Value $28.16M (+4.0%) Shares 501,346 (+96.2%) Est. Cost $60.84 Unrealized
GOOG ALPHABET INC 0.6%
Value $4.687M (+28.6%) Shares 13,266 (+4.4%) Est. Cost $151.13 Unrealized
AVGO BROADCOM INC 0.5%
Value $3.536M (+38.9%) Shares 9,362 (+13.8%) Est. Cost $190.92 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value $8.239M (+12.3%) Shares 102,256 (+300.4%) Est. Cost $115.58 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value $4.119M (+28.0%) Shares 121,722 (+10.2%) Est. Cost $37.52 Unrealized
FELG FIDELITY COVINGTON TRUST 0.2%
Value $1.525M (+125.5%) Shares 34,853 (+93.2%) Est. Cost $41.78 Unrealized
BA BOEING CO 0.4%
Value $2.815M (+39.4%) Shares 13,005 (+28.2%) Est. Cost $204.30 Unrealized
AMZN AMAZON COM INC 0.4%
Value $3.165M (+31.8%) Shares 13,279 (+15.1%) Est. Cost $172.65 Unrealized
TLT ISHARES TR 0.3%
Value $2.025M (+55.9%) Shares 23,431 (+56.4%) Est. Cost $87.53 Unrealized
IVV ISHARES TR 0.6%
Value $4.365M (+19.8%) Shares 5,829 (+4.5%) Est. Cost $495.97 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.6%
Value $4.451M (+16.2%) Shares 5,961 (+1.2%) Est. Cost $336.00 Unrealized
SPYM SPDR SERIES TRUST 0.4%
Value $3.138M (+24.3%) Shares 35,704 (+8.3%) Est. Cost $80.57 Unrealized
GOOGL ALPHABET INC 0.2%
Value $1.675M (+50.5%) Shares 4,687 (+21.1%) Est. Cost $221.87 Unrealized
LLY ELI LILLY & CO 0.2%
Value $1.601M (+52.7%) Shares 1,335 (+17.1%) Est. Cost $803.82 Unrealized
GRMN GARMIN LTD 1.4%
Value $11.06M (+5.2%) Shares 46,554 (+2.8%) Est. Cost $80.64 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value $3.968M (+16.0%) Shares 12,122 (+4.3%) Est. Cost $128.77 Unrealized
HBCP HOMEBANCORP INC 0.3%
Value $2.722M (+24.8%) Shares 39,721 (+10.3%) Est. Cost $43.61 Unrealized
MSFT MICROSOFT CORP 0.7%
Value $5.792M (+9.4%) Shares 15,528 (+8.6%) Est. Cost $257.06 Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value $7.819M (-5.8%) Shares 15,347 (+11.7%) Est. Cost $467.66 Unrealized
TSLA TESLA INC 0.3%
Value $2.424M (+23.9%) Shares 5,764 (+9.5%) Est. Cost $253.74 Unrealized
TCAL T ROWE PRICE EXCHANGE-TRADED 0.1%
Value $1.061M (+65.0%) Shares 47,785 (+66.1%) Est. Cost $22.72 Unrealized
EQL ALPS ETF TR 0.5%
Value $3.741M (+11.1%) Shares 74,145 (+4.7%) Est. Cost $46.60 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $596K (+151.2%) Shares 5,432 (+120.7%) Est. Cost $107.01 Unrealized
OUSM ALPS ETF TR 0.3%
Value $2.569M (+15.4%) Shares 54,068 (+6.2%) Est. Cost $43.96 Unrealized
ABBV ABBVIE INC 0.2%
Value $1.596M (+25.2%) Shares 6,343 (+8.2%) Est. Cost $81.90 Unrealized
NFLX NETFLIX INC. 0.1%
Value $528K (+139.0%) Shares 7,396 (+221.8%) Est. Cost $75.26 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $515K (+144.4%) Shares 713 (+15.6%) Est. Cost $379.95 Unrealized
FSMD FIDELITY COVINGTON TRUST 0.1%
Value $899K (+49.3%) Shares 17,015 (+26.3%) Est. Cost $46.18 Unrealized
META META PLATFORMS INC 0.1%
Value $984K (+41.4%) Shares 1,746 (+43.6%) Est. Cost $649.31 Unrealized
V VISA INC 0.2%
Value $1.356M (+25.9%) Shares 3,951 (+10.9%) Est. Cost $216.15 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $808K (+50.4%) Shares 7,815 (+4.4%) Est. Cost $60.25 Unrealized
C CITIGROUP INC 0.1%
Value $899K (+39.3%) Shares 6,421 (+12.9%) Est. Cost $79.91 Unrealized
CAT CATERPILLAR INC 0.1%
Value $571K (+79.8%) Shares 536 (+19.6%) Est. Cost $535.17 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value $2.009M (+14.4%) Shares 11,102 (+4.6%) Est. Cost $122.20 Unrealized
QCOM QUALCOMM INC 0.1%
Value $739K (+50.8%) Shares 4,001 (+5.1%) Est. Cost $91.63 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $795K (+36.7%) Shares 1,080 (+7.1%) Est. Cost $547.35 Unrealized
TKR TIMKEN CO 0.1%
Value $481K (+78.6%) Shares 3,308 (+23.6%) Est. Cost $92.44 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $679K (+44.6%) Shares 8,374 (+21.8%) Est. Cost $71.47 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 1.6%
Value $12.83M (-1.6%) Shares 263,650 (+2.7%) Est. Cost $38.10 Unrealized
UNP UNION PAC CORP 0.1%
Value $836K (+33.2%) Shares 3,075 (+18.8%) Est. Cost $233.12 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value $748K (+35.1%) Shares 15,600 (+3.5%) Est. Cost $90.97 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value $449K (+71.6%) Shares 8,686 (+49.8%) Est. Cost $42.21 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $997K (+21.8%) Shares 17,501 (+4.2%) Est. Cost $28.82 Unrealized
MRK MERCK & CO INC 0.2%
Value $1.363M (+15.0%) Shares 10,611 (+7.6%) Est. Cost $67.14 Unrealized
BK BANK OF NY MELLON CORP 0.1%
Value $849K (+25.9%) Shares 5,869 (+3.3%) Est. Cost $48.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $2.196M (+8.0%) Shares 4,389 (+3.5%) Est. Cost $495.99 Unrealized
DE DEERE & CO 0.1%
Value $960K (+17.5%) Shares 1,514 (+4.3%) Est. Cost $497.26 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $192K (+283.5%) Shares 28,154 (+131.6%) Est. Cost $5.85 Unrealized
GLD SPDR GOLD TR 0.2%
Value $1.812M (-7.2%) Shares 4,919 (+8.4%) Est. Cost $208.58 Unrealized
NTAP NETAPP INC 0.0%
Value $377K (+57.4%) Shares 2,435 (+4.1%) Est. Cost $68.65 Unrealized
EME EMCOR GROUP INC 0.1%
Value $1.059M (+13.9%) Shares 1,276 (+1.4%) Est. Cost $274.87 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $530K (+31.0%) Shares 8,875 (+18.7%) Est. Cost $54.69 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value $7.291M (+1.7%) Shares 129,091 (+2.0%) Est. Cost $57.26 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $473K (+33.2%) Shares 3,223 (+31.2%) Est. Cost $146.70 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value $769K (-13.2%) Shares 3,218 (+3.1%) Est. Cost $228.74 Unrealized
KO COCA COLA CO 0.1%
Value $572K (+22.6%) Shares 7,039 (+14.7%) Est. Cost $56.54 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $738K (+15.2%) Shares 6,866 (+5.4%) Est. Cost $109.62 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $409K (+29.3%) Shares 2,860 (+18.4%) Est. Cost $111.26 Unrealized
SDOG ALPS ETF TR 0.1%
Value $1.039M (+9.0%) Shares 15,225 (+3.9%) Est. Cost $55.90 Unrealized
LIN LINDE PLC 0.1%
Value $410K (+25.3%) Shares 791 (+19.7%) Est. Cost $394.32 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $376K (+24.3%) Shares 7,539 (+14.7%) Est. Cost $46.59 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $654K (+12.0%) Shares 1,274 (+9.0%) Est. Cost $339.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $747K (-8.5%) Shares 17,645 (+8.5%) Est. Cost $41.95 Unrealized
RTX RTX CORPORATION 1.9%
Value $15.11M (-0.5%) Shares 79,615 (+1.2%) Est. Cost $77.56 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $384K (+20.3%) Shares 1,084 (+16.6%) Est. Cost $325.15 Unrealized
SYY SYSCO CORP 0.0%
Value $263K (+31.0%) Shares 3,152 (+11.8%) Est. Cost $53.19 Unrealized
TGT TARGET CORP 0.1%
Value $597K (+11.0%) Shares 4,571 (+3.0%) Est. Cost $134.14 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $321K (+22.5%) Shares 10,893 (+6.8%) Est. Cost $24.88 Unrealized
ALL ALLSTATE CORP 0.0%
Value $318K (+20.5%) Shares 1,336 (+5.0%) Est. Cost $160.52 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value $633K (-7.0%) Shares 47,036 (+8.6%) Est. Cost $21.34 Unrealized
AMGN AMGEN INC 0.1%
Value $849K (+5.9%) Shares 2,344 (+2.9%) Est. Cost $278.49 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $299K (+18.1%) Shares 9,899 (+2.2%) Est. Cost $21.09 Unrealized
AFL AFLAC INC 0.0%
Value $348K (+13.5%) Shares 2,967 (+6.2%) Est. Cost $63.05 Unrealized
EOG EOG RES INC 0.0%
Value $385K (+11.8%) Shares 2,968 (+24.6%) Est. Cost $111.99 Unrealized
SO SOUTHERN CO 0.1%
Value $573K (+6.8%) Shares 5,990 (+7.8%) Est. Cost $46.00 Unrealized
F FORD MTR CO 0.0%
Value $167K (+23.3%) Shares 12,000 (+2.3%) Est. Cost $11.55 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $932K (+3.2%) Shares 996 (+9.9%) Est. Cost $829.23 Unrealized
MCD MCDONALDS CORP 0.0%
Value $387K (-6.7%) Shares 1,430 (+7.4%) Est. Cost $302.72 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $352K (-4.9%) Shares 2,004 (+7.0%) Est. Cost $160.87 Unrealized
OKE ONEOK INC NEW 0.3%
Value $2.408M (+0.5%) Shares 27,696 (+4.5%) Est. Cost $80.27 Unrealized
ORCL ORACLE CORP 0.0%
Value $372K (+2.8%) Shares 2,539 (+3.3%) Est. Cost $176.36 Unrealized
LOW LOWES COS INC 0.0%
Value $215K (-2.9%) Shares 977 (+4.0%) Est. Cost $243.61 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $238K (-0.0%) Shares 2,581 (+1.9%) Est. Cost $95.04 Unrealized

Decreased Positions (32)

PFF ISHARES TR 0.1%
Value $975K (-95.2%) Shares 31,983 (-95.3%) Est. Cost $35.08 Unrealized
CSCO CISCO SYS INC 2.0%
Value $15.89M (+22.3%) Shares 135,272 (-19.2%) Est. Cost $47.65 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value $5.332M (-22.5%) Shares 32,164 (-3.3%) Est. Cost $116.21 Unrealized
CMI CUMMINS INC 2.3%
Value $18.19M (+8.2%) Shares 25,510 (-18.4%) Est. Cost $196.53 Unrealized
FHN FIRST HORIZON CORPORATION 0.3%
Value $2.088M (-33.0%) Shares 81,448 (-40.5%) Est. Cost $14.95 Unrealized
VLO VALERO ENERGY CORP 2.1%
Value $16.59M (+4.3%) Shares 63,697 (-1.0%) Est. Cost $65.10 Unrealized
RRBI RED RIVER BANCSHARES INC 0.1%
Value $456K (-51.0%) Shares 5,000 (-51.5%) Est. Cost $46.63 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.1%
Value $907K (-33.8%) Shares 69,712 (-15.5%) Est. Cost $15.20 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $1.304M (+48.5%) Shares 4,375 (-3.3%) Est. Cost $63.36 Unrealized
WMT WALMART INC 0.4%
Value $2.925M (-12.6%) Shares 25,830 (-4.1%) Est. Cost $57.68 Unrealized
GLW CORNING INC 0.1%
Value $770K (+65.8%) Shares 3,013 (-11.7%) Est. Cost $64.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $494K (-35.1%) Shares 9,306 (-25.1%) Est. Cost $51.83 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $313K (-44.3%) Shares 3,008 (-29.3%) Est. Cost $97.39 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $495K (+85.4%) Shares 10,977 (-2.2%) Est. Cost $17.99 Unrealized
PSX PHILLIPS 66 0.0%
Value $231K (-42.3%) Shares 1,367 (-37.8%) Est. Cost $112.22 Unrealized
PEP PEPSICO INC 0.1%
Value $623K (-18.7%) Shares 4,602 (-6.7%) Est. Cost $100.58 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $684K (+25.7%) Shares 709 (-49.0%) Est. Cost $60.26 Unrealized
NEM NEWMONT CORP 0.1%
Value $632K (-17.0%) Shares 6,763 (-3.9%) Est. Cost $41.35 Unrealized
OBK ORIGIN BANCORP INC 0.1%
Value $700K (+21.4%) Shares 13,695 (-1.6%) Est. Cost $41.27 Unrealized
CLST CATALYST BANCORP INC 0.0%
Value $225K (-25.5%) Shares 13,600 (-25.3%) Est. Cost $13.67 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $1.143M (+7.1%) Shares 4,830 (-2.6%) Est. Cost $129.23 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value $158K (-30.8%) Shares 14,193 (-2.1%) Est. Cost $13.41 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value $436K (-10.5%) Shares 26,119 (-8.3%) Est. Cost $18.76 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value $486K (+10.5%) Shares 15,612 (-1.0%) Est. Cost $25.24 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $1.956M (+1.9%) Shares 7,700 (-1.9%) Est. Cost $158.78 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $229K (-11.9%) Shares 4,525 (-15.0%) Est. Cost $50.97 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value $402K (-5.9%) Shares 43,621 (-8.3%) Est. Cost $10.53 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value $1.231M (-1.6%) Shares 24,219 (-3.9%) Est. Cost $40.05 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $306K (+4.4%) Shares 6,792 (-2.9%) Est. Cost $41.91 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $374K (-2.9%) Shares 5,198 (-10.9%) Est. Cost $60.43 Unrealized
WESTERN ASSET INTER MUNI 0.0%
Value $319K (-2.3%) Shares 40,556 (-4.7%) Est. Cost $9.83 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $318K (-0.8%) Shares 7,714 (-5.1%) Est. Cost $37.60 Unrealized

Unchanged Positions (57)

IJR ISHARES TR 2.6%
Value $20.51M Shares 138,274 Est. Cost $87.83 Unrealized
SCHD SCHWAB STRATEGIC TR 7.8%
Value $61.04M Shares 1,925,060 Est. Cost $41.50 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.8%
Value $6.524M Shares 87,318 Est. Cost $29.17 Unrealized
USB US BANCORP 0.8%
Value $6.254M Shares 103,535 Est. Cost $41.54 Unrealized
AIQ GLOBAL X FDS 0.3%
Value $2.288M Shares 34,870 Est. Cost $36.12 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value $4.061M Shares 5,913 Est. Cost $579.98 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value $2.472M Shares 68,406 Est. Cost $31.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $1.421M Shares 7,457 Est. Cost $104.58 Unrealized
PFE PFIZER INC 0.3%
Value $2.089M Shares 86,749 Est. Cost $25.43 Unrealized
BFST BUSINESS FIRST BANCSHARES IN 0.2%
Value $1.828M Shares 59,472 Est. Cost $27.80 Unrealized
AMLP ALPS ETF TR 1.7%
Value $13.17M Shares 254,098 Est. Cost $39.17 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value $1.37M Shares 37,154 Est. Cost $32.50 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value $1.78M Shares 8,167 Est. Cost $176.68 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value $913K Shares 19,954 Est. Cost $36.96 Unrealized
DGRO ISHARES TR 0.2%
Value $1.449M Shares 19,117 Est. Cost $38.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.018M Shares 4,783 Est. Cost $155.77 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $570K Shares 4,926 Est. Cost $90.40 Unrealized
IVW ISHARES TR 0.1%
Value $471K Shares 3,422 Est. Cost $65.29 Unrealized
SFNC SIMMONS FIRST NATL CORP 0.1%
Value $568K Shares 25,090 Est. Cost $17.78 Unrealized
IJS ISHARES TR 0.1%
Value $535K Shares 3,914 Est. Cost $113.72 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $277K Shares 7,025 Est. Cost $32.84 Unrealized
GEL GENESIS ENERGY L P 0.0%
Value $235K Shares 16,613 Est. Cost $5.46 Unrealized
AROC ARCHROCK INC 0.1%
Value $407K Shares 10,000 Est. Cost $6.53 Unrealized
IWN ISHARES TR 0.0%
Value $328K Shares 1,484 Est. Cost $157.76 Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value $286K Shares 3,897 Est. Cost $57.63 Unrealized
AOR ISHARES TR 0.1%
Value $589K Shares 8,480 Est. Cost $41.60 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $748K Shares 12,990 Est. Cost $47.40 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $241K Shares 8,000 Est. Cost $25.35 Unrealized
ITOT ISHARES TR 0.0%
Value $289K Shares 1,761 Est. Cost $115.30 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $278K Shares 395 Est. Cost $556.50 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $488K Shares 5,513 Est. Cost $83.61 Unrealized
IYE ISHARES TR 0.0%
Value $219K Shares 3,862 Est. Cost $64.77 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $363K Shares 3,796 Est. Cost $78.05 Unrealized
IVE ISHARES TR 0.0%
Value $325K Shares 1,431 Est. Cost $152.00 Unrealized
GSK GSK PLC 0.0%
Value $345K Shares 6,585 Est. Cost $39.11 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value $1.547M Shares 86,496 Est. Cost $17.33 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $484K Shares 2,173 Est. Cost $90.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $537K Shares 14,608 Est. Cost $30.60 Unrealized
NVS NOVARTIS AG 0.1%
Value $497K Shares 3,173 Est. Cost $98.90 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $228K Shares 5,213 Est. Cost $41.17 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value $412K Shares 3,998 Est. Cost $93.97 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value $593K Shares 13,726 Est. Cost $60.73 Unrealized
MUB ISHARES TR 0.1%
Value $751K Shares 6,982 Est. Cost $112.60 Unrealized
ENFR ALPS ETF TR 0.2%
Value $1.472M Shares 38,643 Est. Cost $31.53 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $537K Shares 28,087 Est. Cost $8.97 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $167K Shares 14,250 Est. Cost $13.31 Unrealized
PHAT PHATHOM PHARMACEUTICALS INC 0.0%
Value $240K Shares 22,143 Est. Cost $13.06 Unrealized
RIO RIO TINTO PLC 0.0%
Value $293K Shares 3,090 Est. Cost $81.68 Unrealized
ALT ALTIMMUNE INC 0.0%
Value $314K Shares 103,288 Est. Cost $6.98 Unrealized
O REALTY INCOME CORP 0.0%
Value $315K Shares 5,080 Est. Cost $50.09 Unrealized
DWS MUN INCOME TR 0.0%
Value $207K Shares 22,500 Est. Cost $10.85 Unrealized
ENB ENBRIDGE INC 0.0%
Value $343K Shares 6,327 Est. Cost $37.24 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $218K Shares 9,300 Est. Cost $23.84 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value $205K Shares 5,792 Est. Cost $38.22 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value $185K Shares 12,957 Est. Cost $14.35 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value $231K Shares 10,150 Est. Cost $21.74 Unrealized
SGOV ISHARES TR 0.0%
Value $320K Shares 3,174 Est. Cost $100.36 Unrealized