HoldingsChannel.com
Summit Financial Wealth Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
PROSHARES TR (NOBL) 489,802 -4,048 $28,991
     NOBL489,802-4,048$28,991
VANGUARD INDEX FDS (VUG) 175,204 +44,246 $28,302
     VUG175,204+44,246$28,302
FIRST TR EXCHANGE TRADED FD (FTSM) 414,746 +10,203 $24,532
     FTSM414,746+10,203$24,532
ISHARES TR (DGRO) 699,391 -58,395 $23,542
     DGRO699,391-58,395$23,542
FIRST TR EXCH TRADED FD III (FPE) 1,253,547 +327,908 $20,796
     FPE1,253,547+327,908$20,796
ISHARES TR (PFF) 598,373 +156,388 $18,508
     PFF598,373+156,388$18,508
VANGUARD INDEX FDS (VO) 91,696 +4,394 $12,292
     VO91,696+4,394$12,292
AT&T INC 267,312 -10,401 $7,870
     T267,312-10,401$7,870
UNITED PARCEL SERVICE INC 81,233 +34,813 $7,772
     UPS81,233+34,813$7,772
INTEL CORP 113,153 -15,294 $6,612
     INTC113,153-15,294$6,612
3M CO 43,524 +43,524 $6,124
     MMM43,524+43,524$6,124
VERIZON COMMUNICATIONS INC 100,827 +89,115 $5,717
     VZ100,827+89,115$5,717
INTERNATIONAL BUSINESS MACHS 49,576 +546 $5,692
     IBM49,576+546$5,692
VANGUARD INDEX FDS (VTI) 41,771 -433 $5,514
     VTI41,771-433$5,514
VALERO ENERGY CORP 118,982 +36,506 $5,485
     VLO118,982+36,506$5,485
QUALCOMM INC 74,037 +68,694 $5,253
     QCOM74,037+68,694$5,253
PFIZER INC 150,287 -9,721 $5,195
     PFE150,287-9,721$5,195
EATON CORP PLC 66,328 -2,366 $5,134
     ETN66,328-2,366$5,134
BROADCOM INC 19,148 -1,715 $4,834
     AVGO19,148-1,715$4,834
GARMIN LTD 61,117 -7,709 $4,611
     GRMN61,117-7,709$4,611
ISHARES TR (IJR) 81,289 +6,453 $4,483
     IJR81,289+6,453$4,483
TELUS CORPORATION 269,107 +121,421 $4,419
     TU269,107+121,421$4,419
MERCK & CO. INC 52,262 +547 $4,197
     MRK52,262+547$4,197
APPLE INC 12,763 -1,655 $3,350
     AAPL12,763-1,655$3,350
TRUIST FINL CORP 102,643 -3,605 $3,056
     TFC102,643-3,605$3,056
ISHARES INC (ACWV) 34,428 -5,735 $2,837
     ACWV34,428-5,735$2,837
SCHWAB STRATEGIC TR 44,639 -808 $2,088
     SCHD44,639-808$2,088
CVS HEALTH CORP 36,899 -8,627 $2,074
     CVS36,899-8,627$2,074
MICROSOFT CORP 12,425 -2,115 $2,053
     MSFT12,425-2,115$2,053
SPDR S&P 500 ETF TR (SPY) 7,524 -483 $1,993
     SPY7,524-483$1,993
EXXON MOBIL CORP 44,342 +2,713 $1,795
     XOM44,342+2,713$1,795
INVESCO EXCHANGE TRADED FD T (SPHD) 57,108 -353,626 $1,786
     SPHD57,108-353,626$1,786
BRISTOL MYERS SQUIBB CO 30,699 -9,536 $1,777
     BMY30,699-9,536$1,777
VANGUARD SCOTTSDALE FDS (VCIT) 19,650 +1,438 $1,712
     VCIT19,650+1,438$1,712
VICTORY PORTFOLIOS II 39,619 -10,868 $1,706
     CDC39,619-10,868$1,706
CHEVRON CORP NEW 20,190 +159 $1,623
     CVX20,190+159$1,623
SCHWAB STRATEGIC TR 61,122 +21,264 $1,586
     SCHF61,122+21,264$1,586
ISHARES TR (AOR) 35,537 -31,517 $1,486
     AOR35,537-31,517$1,486
WALMART INC 9,848 -1,547 $1,242
     WMT9,848-1,547$1,242
JPMORGAN CHASE & CO 13,753 -239 $1,230
     JPM13,753-239$1,230
CONAGRA BRANDS INC 39,146 UNCH $1,225
     CAG39,146UNCH$1,225
ISHARES TR (ITOT) 20,298 -29,658 $1,189
     ITOT20,298-29,658$1,189
INVESCO MUN OPPORTUNITY TR 106,575 +5,000 $1,180
     VMO106,575+5,000$1,180
MAINSTAY MACKAY DEFINDTRM MU 63,471 +6,000 $1,169
     MMD63,471+6,000$1,169
ISHARES GOLD TRUST (IAU) 71,117 +5,593 $1,134
     IAU71,117+5,593$1,134
WASTE MGMT INC DEL 11,990 -5,093 $1,095
     WM11,990-5,093$1,095
FOCUS FINL PARTNERS INC 55,518 -9,450 $1,080
     FOCS55,518-9,450$1,080
NUVEEN AMT FREE QLTY MUN INC 78,616 +2,000 $1,017
     NEA78,616+2,000$1,017
IBERIABANK CORP 27,174 +1,052 $958
     IBKC27,174+1,052$958
UNITEDHEALTH GROUP INC 3,355 -250 $833
     UNH3,355-250$833

See Full List: All Stocks Held By Summit Financial Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Financial Wealth Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $317,532
At 12/31/2019: $411,571

Summit Financial Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Financial Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Summit Financial Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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