Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SUMMIT WEALTH ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
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 |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,749 |
$366k |
|
|
SOUTHERN CO (842587107)
|
6,624 |
$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 |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
3,310 |
$203k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
4,765 |
$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 |
|
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