HoldingsChannel.com
Summit Financial Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
PROSHARES TR (NOBL) 493,850 +12,806 $36,886
     NOBL493,850+12,806$36,886
ISHARES TR (DGRO) 757,786 +24,202 $31,721
     DGRO757,786+24,202$31,721
VANGUARD INDEX FDS (VUG) 130,958 +1,092 $24,557
     VUG130,958+1,092$24,557
FIRST TR EXCHANGE TRADED FD (FTSM) 404,543 -57,512 $24,358
     FTSM404,543-57,512$24,358
FIRST TR EXCHANGE TRADED FD (FPE) 925,639 +19,194 $18,707
     FPE925,639+19,194$18,707
INVESCO EXCHNG TRADED FD TR (SPHD) 410,734 +35,260 $17,728
     SPHD410,734+35,260$17,728
ISHARES TR (PFF) 441,985 -5,346 $16,773
     PFF441,985-5,346$16,773
VANGUARD INDEX FDS (VO) 87,302 +4,518 $15,668
     VO87,302+4,518$15,668
AT&T INC 277,713 -19,352 $10,623
     T277,713-19,352$10,623
INTEL CORP 128,447 -4,008 $8,438
     INTC128,447-4,008$8,438
VALERO ENERGY CORP NEW 82,476 -6,624 $7,015
     VLO82,476-6,624$7,015
VANGUARD INDEX FDS (VTI) 42,204 -10,165 $6,946
     VTI42,204-10,165$6,946
INTERNATIONAL BUSINESS MACHS 49,030 +4,178 $6,797
     IBM49,030+4,178$6,797
GARMIN LTD 68,826 -4,706 $6,775
     GRMN68,826-4,706$6,775
EATON CORP PLC 68,694 -3,760 $6,501
     ETN68,694-3,760$6,501
BROADCOM INC 20,863 -1,054 $6,447
     AVGO20,863-1,054$6,447
PFIZER INC 160,008 +2,629 $6,426
     PFE160,008+2,629$6,426
ISHARES TR (IJR) 74,836 +4,633 $6,175
     IJR74,836+4,633$6,175
TELUS CORP 147,686 +9,387 $5,915
     TU147,686+9,387$5,915
ONEOK INC NEW 79,835 -6,650 $5,908
     OKE79,835-6,650$5,908
ROYAL DUTCH SHELL PLC      $5,830
     RDS.B97,626-3,550$5,575
     RDS.A4,548-100$255
TRUIST FINL CORP 106,248 +106,248 $5,810
     TFC106,248+106,248$5,810
UNITED PARCEL SERVICE INC 46,420 -1,468 $5,335
     UPS46,420-1,468$5,335
KIMBERLY CLARK CORP 36,759 -172 $5,292
     KMB36,759-172$5,292
EMERSON ELEC CO 70,484 +4,515 $5,197
     EMR70,484+4,515$5,197
PRUDENTIAL FINL INC 50,192 +3,048 $4,535
     PRU50,192+3,048$4,535
APPLE INC 14,418 -417 $4,455
     AAPL14,418-417$4,455
MERCK & CO INC 51,715 +391 $4,453
     MRK51,715+391$4,453
LYONDELLBASELL INDUSTRIES N 48,404 +2,082 $3,974
     LYB48,404+2,082$3,974
ISHARES INC (ACWV) 40,163 +594 $3,916
     ACWV40,163+594$3,916
ISHARES TR (ITOT) 49,956 +2,222 $3,650
     ITOT49,956+2,222$3,650
CVS HEALTH CORP 45,526 -4,894 $3,231
     CVS45,526-4,894$3,231
ISHARES TR (AOR) 67,054 UNCH $3,203
     AOR67,054UNCH$3,203
VANECK VECTORS ETF TRUST (GDX) 107,157 -6,075 $3,116
     GDX107,157-6,075$3,116
EXXON MOBIL CORP 41,629 -4,822 $2,695
     XOM41,629-4,822$2,695
SCHWAB STRATEGIC TR 45,447 +102 $2,636
     SCHD45,447+102$2,636
SPDR S&P 500 ETF TR (SPY) 8,007 +513 $2,590
     SPY8,007+513$2,590
BRISTOL MYERS SQUIBB CO 40,235 +4,017 $2,563
     BMY40,235+4,017$2,563
VICTORY PORTFOLIOS II 50,487 +508 $2,417
     CDC50,487+508$2,417
MICROSOFT CORP 14,540 -776 $2,360
     MSFT14,540-776$2,360
CHEVRON CORP NEW 20,031 -573 $2,211
     CVX20,031-573$2,211
ISHARES TR (HDV) 21,856 -394 $2,091
     HDV21,856-394$2,091
WASTE MGMT INC DEL 17,083 -10,390 $2,070
     WM17,083-10,390$2,070
IBERIABANK CORP 26,122 +511 $1,930
     IBKC26,122+511$1,930
JPMORGAN CHASE & CO 13,992 -2,626 $1,847
     JPM13,992-2,626$1,847
FOCUS FINL PARTNERS INC 64,968 -10,720 $1,813
     FOCS64,968-10,720$1,813
VENTAS INC 29,371 -185 $1,718
     VTR29,371-185$1,718
VANGUARD SCOTTSDALE FDS (VCIT) 18,212 +598 $1,689
     VCIT18,212+598$1,689
VICTORY PORTFOLIOS II 26,480 -172 $1,392
     CFO26,480-172$1,392
WALMART INC 11,395 -3,514 $1,320
     WMT11,395-3,514$1,320

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 12/31/2019: $411,571
At 09/30/2019: $407,546

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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