HoldingsChannel.com
Summit Financial Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
PROSHARES TR (NOBL) 481,044 +6,830 $34,178
     NOBL481,044+6,830$34,178
ISHARES TR (DGRO) 733,584 +105,118 $28,558
     DGRO733,584+105,118$28,558
FIRST TR EXCHANGE TRADED FD (FTSM) 462,055 +981 $27,779
     FTSM462,055+981$27,779
VANGUARD INDEX FDS (VUG) 129,866 -85 $21,737
     VUG129,866-85$21,737
FIRST TR EXCHANGE TRADED FD (FPE) 906,445 +13,852 $17,957
     FPE906,445+13,852$17,957
ISHARES TR (PFF) 447,331 +2,127 $16,712
     PFF447,331+2,127$16,712
INVESCO EXCHNG TRADED FD TR (SPHD) 375,474 +40,093 $15,892
     SPHD375,474+40,093$15,892
VANGUARD INDEX FDS (VO) 82,784 +2,621 $13,802
     VO82,784+2,621$13,802
AT&T INC 297,065 +6,388 $11,164
     T297,065+6,388$11,164
VANGUARD INDEX FDS (VTI) 52,369 -3,312 $7,888
     VTI52,369-3,312$7,888
VALERO ENERGY CORP NEW 89,100 +11,061 $7,841
     VLO89,100+11,061$7,841
INTEL CORP 132,455 +3,004 $6,900
     INTC132,455+3,004$6,900
GARMIN LTD 73,532 +2,499 $6,403
     GRMN73,532+2,499$6,403
INTERNATIONAL BUSINESS MACHS 44,852 +36,926 $6,403
     IBM44,852+36,926$6,403
ROYAL DUTCH SHELL PLC      $6,167
     RDS.B101,176+2,932$5,898
     RDS.A4,648+100$269
BROADCOM INC 21,917 +1,488 $6,157
     AVGO21,917+1,488$6,157
ONEOK INC NEW 86,485 +3,938 $6,012
     OKE86,485+3,938$6,012
EATON CORP PLC 72,454 +1,287 $5,895
     ETN72,454+1,287$5,895
PFIZER INC 157,379 +6,880 $5,683
     PFE157,379+6,880$5,683
UNITED PARCEL SERVICE INC 47,888 +3,960 $5,556
     UPS47,888+3,960$5,556
BB&T CORP 105,947 +6,117 $5,509
     BBT105,947+6,117$5,509
ISHARES TR (IJR) 70,203 +3,328 $5,395
     IJR70,203+3,328$5,395
KIMBERLY CLARK CORP 36,931 +1,072 $5,083
     KMB36,931+1,072$5,083
TELUS CORP 138,299 +7,061 $4,994
     TU138,299+7,061$4,994
EMERSON ELEC CO 65,969 +3,315 $4,423
     EMR65,969+3,315$4,423
MERCK & CO INC 51,324 +7,279 $4,329
     MRK51,324+7,279$4,329
PRUDENTIAL FINL INC 47,144 +4,714 $4,216
     PRU47,144+4,714$4,216
LYONDELLBASELL INDUSTRIES N 46,322 +6,962 $4,080
     LYB46,322+6,962$4,080
ISHARES INC (ACWV) 39,569 +678 $3,747
     ACWV39,569+678$3,747
APPLE INC 14,835 -191 $3,504
     AAPL14,835-191$3,504
EXXON MOBIL CORP 46,451 -1,886 $3,204
     XOM46,451-1,886$3,204
ISHARES TR (ITOT) 47,734 -79 $3,197
     ITOT47,734-79$3,197
WASTE MGMT INC DEL 27,473 -1,696 $3,196
     WM27,473-1,696$3,196
CVS HEALTH CORP 50,420 -3,022 $3,173
     CVS50,420-3,022$3,173
ISHARES TR (AOR) 67,054 -25,213 $3,076
     AOR67,054-25,213$3,076
VANECK VECTORS ETF TR (GDX) 113,232 -3,731 $3,054
     GDX113,232-3,731$3,054
SCHWAB STRATEGIC TR 45,345 UNCH $2,470
     SCHD45,345UNCH$2,470
CHEVRON CORP NEW 20,604 -1,178 $2,393
     CVX20,604-1,178$2,393
ISHARES TR (MTUM) 19,445 -121 $2,312
     MTUM19,445-121$2,312
VICTORY PORTFOLIOS II 49,979 +149 $2,293
     CDC49,979+149$2,293
SPDR S&P 500 ETF TR (SPY) 7,494 +12 $2,220
     SPY7,494+12$2,220
ANTHEM INC 9,111 -7,376 $2,164
     ANTM9,111-7,376$2,164
MICROSOFT CORP 15,316 -210 $2,139
     MSFT15,316-210$2,139
VENTAS INC 29,556 -297 $2,132
     VTR29,556-297$2,132
ISHARES TR (HDV) 22,250 +172 $2,072
     HDV22,250+172$2,072
BAXTER INTL INC 23,363 -920 $2,057
     BAX23,363-920$2,057
JPMORGAN CHASE & CO 16,618 +166 $1,930
     JPM16,618+166$1,930
IBERIABANK CORP 25,611 +4 $1,908
     IBKC25,611+4$1,908
BRISTOL MYERS SQUIBB CO 36,218 -15,381 $1,869
     BMY36,218-15,381$1,869
WALMART INC 14,909 -1,014 $1,793
     WMT14,909-1,014$1,793

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 09/30/2019: $407,546
At 06/30/2019: $408,554

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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