Tenencias informadas de la
Summit Financial Wealth Advisors LLC

Legal Name: SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Período de informe: Jun 30, 2019
Fecha de vigencia: Jul 16, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado
PROSHARES TR (74348A467)	474,214	$32,896k
FIRST TR EXCHANGE TRADED FD (33739Q408)	461,074	$27,687k
ISHARES TR CORE DIV GRWTH (46434V621)	628,466	$24,007k
VANGUARD INDEX FDS GROWTH ETF (922908736)	129,951	$21,233k
FIRST TR EXCHANGE-TRADED FD (33739E108)	892,593	$17,307k
ISHARES TR (464288687)	445,204	$16,406k
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)	335,381	$14,123k
VANGUARD INDEX FDS MID CAP ETF (922908629)	80,163	$13,400k
AT&T INC (00206R102)	290,677	$9,741k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	55,681	$8,357k
Valero Energy Corp (91913Y100)	78,039	$6,681k
PFIZER INC (717081103)	150,499	$6,520k
ROYAL DUTCH SHELL (780259107)	98,244	$6,459k
INTEL CORP (458140100)	129,451	$6,197k
EATON CORPORATION (G29183103)	71,167	$5,927k
BROADCOM INC (11135F101)	20,429	$5,881k
ONEOK Inc (682680103)	82,547	$5,680k
Garmin Ltd (H2906T109)	71,033	$5,668k
ISHARES TR CORE S&P SCP ETF (464287804)	66,875	$5,235k
BB&T CORPORATION (054937107)	99,830	$4,905k
TELUS CORP (87971M103)	131,238	$4,844k
KIMBERLY CLARK CORP (494368103)	35,859	$4,779k
Dow Inc (260557103)	96,260	$4,747k
ANTHEM INC (036752103)	16,487	$4,653k
UNITED PARCEL SERVIC (911312106)	43,928	$4,536k
PRUDENTIAL FINL (744320102)	42,430	$4,285k
ISHARES TR (464289867)	92,267	$4,246k
EMERSON ELEC CO (291011104)	62,654	$4,180k
SELECT SECTOR SPDR (81369Y506)	59,233	$3,774k
Exxon Mobil Corp (30231G102)	48,337	$3,704k
MERCK & CO INC (58933Y105)	44,045	$3,693k
ISHARES INC (464286525)	38,891	$3,583k
PHILIP MORRIS INTL (718172109)	44,064	$3,460k
LYONDELLBASELL INDUS (N53745100)	39,360	$3,390k
WASTE MGMT INC DEL (94106L109)	29,169	$3,365k
ISHARES TR CORE S&P TTL STK (464287150)	47,813	$3,186k
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)	116,963	$2,990k
Apple Inc (037833100)	15,026	$2,974k
CVS HEALTH CORP (126650100)	53,442	$2,912k
Chevron Corp (166764100)	21,782	$2,711k
DELTA AIR LINES (247361702)	44,269	$2,512k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)	45,345	$2,406k
Bristol-Myers Squibb Co (110122108)	51,599	$2,340k
ISHARES TR (46432F396)	19,566	$2,321k
VICTORY PORTFOLIOS II VCSHS US EQ INCM ETF (92647N824)	49,830	$2,269k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	7,482	$2,192k
ISHARES TR CORE HIGH DV ETF (46429B663)	22,078	$2,086k
MICROSOFT CORP (594918104)	15,526	$2,080k
VENTAS INC (92276F100)	29,853	$2,040k
BAXTER INTL INC (071813109)	24,283	$1,989k
FOCUS FINL PARTNERS IN COM CL (34417P100)	71,460	$1,952k
IBERIABANK CORP (450828108)	25,607	$1,942k
JPMORGAN CHASE & CO (46625H100)	16,452	$1,839k
ABBVIE INC (00287Y109)	24,420	$1,776k
WALMART INC COM (931142103)	15,923	$1,759k
ALLSTATE CORP (020002101)	16,926	$1,721k
Business First Bancshares, Inc. (12326C105)	67,334	$1,714k
FEDEX CORP (31428X106)	10,259	$1,684k
ISHARES (464287184)	37,106	$1,587k
VANGUARD SCOTTSDALE FDS (92206C870)	17,173	$1,543k
Blackstone Strategic (09257r101)	90,325	$1,325k
VICTORY PORTFOLIOS II VCSHS US 500 ENH ETF (92647N782)	26,808	$1,311k
ISHARES INC (464286533)	21,987	$1,294k
SCHWAB STRATEGIC TR (808524805)	38,924	$1,249k
Invesco Van kampen Municipal Opportunity trust (46132C107)	99,290	$1,221k
MAINSTAY MACKAY DEFINDTRM MU (56064K100)	54,500	$1,138k
INTL BUSINESS MCHN (459200101)	7,926	$1,093k
NUVEEN AMT FREE QLTY MUN INC (670657105)	76,616	$1,058k
UNITEDHEALTH GRP INC (91324P102)	4,117	$1,005k
CONAGRA BRANDS INC (205887102)	37,850	$1,004k
CELGENE CORP (151020104)	10,681	$987k
TEXAS INSTRUMENTS (882508104)	8,545	$981k
Occidental Petroleum Corp (674599105)	19,155	$963k
LOGITECH INTERNATIONAL-REG (H50430232)	23,500	$935k
ISHARES GOLD TRUST ISHARES (464285105)	64,567	$872k
Ishares MSCI Global Gold Miners EFT (46434G855)	41,334	$844k
WESTERN ASSET INTM MUNI FD I (958435109)	94,197	$842k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)	14,429	$824k
NUVEEN MUN VALUE FD INC (670928100)	79,036	$805k
LAMB WESTON HLDGS (513272104)	12,706	$805k
NUVEEN MUNICIPAL CREDIT INC (67070X101)	50,468	$795k
ALPS ALERIAN MLP ETF (00162Q866)	76,503	$754k
VERIZON COMMUNICATIONS (92343V104)	12,896	$737k
ISHARES TR CORE S&P500 ETF (464287200)	2,437	$718k
MAGNA INTL INC (559222401)	14,117	$702k
DWS MUNICIPAL INCOME TRUST (233368109)	62,050	$699k
Bank of America Corp. (060505104)	24,028	$697k
HOME BANCORP (43689E107)	17,900	$689k
Amazon.com Inc (023135106)	354	$670k
MASTERCARD INC (57636Q104)	2,518	$666k
INVESCO TRUST FOR INVESTMENT G (46131M106)	49,358	$625k
MCDONALDS CORP (580135101)	2,957	$614k
ISHARES TR (46429B697)	9,914	$612k
Schlumberger Ltd (806857108)	15,406	$612k
Origin Bancorp Inc. (68621T102)	18,326	$605k
SELECT SECTOR SPDR (81369Y803)	7,605	$593k
PEPSICO INC (713448108)	4,477	$587k
ISHARES TR (46432F339)	6,296	$576k
SPDR SER TR (78468R739)	11,731	$574k
EASTMAN CHEM CO (277432100)	6,739	$524k
ALTRIA GROUP INC (02209S103)	10,844	$513k
TARGET CORPORATION (87612E106)	5,492	$476k
UNITED TECHNOLOGIES (913017109)	3,575	$465k
Facebook Inc (30303M102)	2,246	$433k
AMGEN INC (031162100)	2,342	$432k
INVESCO QQQ TR UNIT SER 1 (46090E103)	2,307	$431k
DISNEY WALT CO (254687106)	2,969	$415k
Alphabet Inc (02079K107)	381	$412k
BLACKROCK MUN 2030 TAR TERM (09257P105)	17,200	$400k
VISA INC COM CL A (92826C839)	2,275	$395k
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)	17,250	$391k
SOUTHERN CO (842587107)	6,624	$366k
SPDR GOLD TR GOLD (78463V107)	2,749	$366k
ISHARES TR NATIONAL MUN ETF (464288414)	3,206	$363k
SPDR SERIES TRUST (78464A730)	13,157	$359k
Bank of New York Mellon Corp. (064058100)	8,086	$357k
CISCO SYSTEMS INC (17275R102)	6,306	$345k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)	962	$341k
SCHWAB STRATEGIC T (808524862)	6,490	$328k
NOVO-NORDISK AS (670100205)	6,000	$306k
JOHNSON & JOHNSON (478160104)	2,160	$301k
VMware (VMW) (928563402)	1,780	$298k
US BANCORP DEL (902973304)	5,681	$298k
Royal Dutch Shell PLC (780259206)	4,548	$296k
UNION PAC CORP (907818108)	1,730	$293k
WEC ENERGY GROUP INC COM (92939U106)	3,321	$277k
SCHWAB STRATEGIC TR (808524201)	3,879	$272k
ISHARES TR (464289875)	6,800	$265k
PIMCO ETF TR (72201R775)	2,467	$265k
NOVARTIS AG (66987V109)	2,905	$265k
AFLAC INC (001055102)	4,778	$262k
HOME DEPOT INC (437076102)	1,237	$257k
QUALCOMM INC (747525103)	3,324	$253k
LEGG MASON ETF INVESTMENT TR (52468L406)	7,500	$241k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	2,700	$236k
PROCTER & GAMBLE CO (742718109)	2,074	$227k
Deere & Co (244199105)	1,314	$218k
UNDER ARMOUR INC (904311206)	9,784	$217k
GENERAL MILLS INC (370334104)	4,122	$216k
SCHWAB STRATEGIC TR SCHWAB (808524763)	5,685	$214k
VANGUARD GROUP (921908844)	1,862	$214k
CUMMINS INC (231021106)	1,245	$213k
ENTERPRISE PRODS (293792107)	7,196	$208k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	4,765	$203k
FIRST TR LRGE CP CORE ALPHA (33734K109)	3,310	$203k
INVESCO ADVANTAGE MUNICIPAL INCOME (46132E103)	16,221	$178k
GLU MOBILE INC (379890106)	24,768	$178k
BLACKROCK FLOAT RATE OME STR (09255X100)	13,506	$173k
TEMPLETON EMERG MKTS INCOME (880192109)	12,380	$127k
NUVEEN SR INCOME FD (67067Y104)	16,450	$98k
DENBURY RES INC (247916208)	12,250	$15k

Tenencias informadas de la Summit Financial Wealth Advisors LLC

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