$239 Million is the total value of Summit Financial Wealth Advisors, LLC's 143 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 26.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $20,442,000 | +14.7% | 375,710 | +7.7% | 8.54% | +9.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $8,397,000 | -22.7% | 186,385 | -23.5% | 3.51% | -26.2% |
| T | Sell | AT&T INC | $7,533,000 | +8.0% | 174,343 | -2.1% | 3.15% | +3.1% |
| QCOM | Sell | QUALCOMM INC | $6,711,000 | +1.1% | 125,266 | -3.5% | 2.80% | -3.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,636,000 | -29.8% | 61,922 | -31.3% | 2.77% | -33.0% |
| JCI | Buy | JOHNSON CTLS INC | $6,201,000 | +16.7% | 140,095 | +2.7% | 2.59% | +11.4% |
| MMM | Sell | 3M CO | $6,171,000 | -0.3% | 35,241 | -5.1% | 2.58% | -4.8% |
| PEP | Sell | PEPSICO INC | $6,139,000 | -1.1% | 57,948 | -4.3% | 2.56% | -5.5% |
| SYY | Sell | SYSCO CORP | $6,067,000 | +4.2% | 119,580 | -4.0% | 2.54% | -0.5% |
| GOV | Sell | GOVERNMENT PPTYS INCOME TR | $5,795,000 | +28.6% | 251,298 | -0.4% | 2.42% | +22.8% |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $5,718,000 | +38.3% | 143,334 | +35.4% | 2.39% | +32.1% |
| ALL | Sell | ALLSTATE CORP | $5,412,000 | +3.0% | 77,374 | -0.8% | 2.26% | -1.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $5,054,000 | +1.4% | 90,504 | -1.8% | 2.11% | -3.2% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $4,539,000 | -5.9% | 43,574 | -7.5% | 1.90% | -10.1% |
| SPHD | New | POWERSHARES ETF TR II | $4,368,000 | – | 114,190 | +100.0% | 1.82% | – |
| XOM | Sell | EXXON MOBIL CORP | $4,320,000 | +11.3% | 46,086 | -0.8% | 1.80% | +6.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,262,000 | -40.0% | 20,344 | -41.2% | 1.78% | -42.7% |
| BK | Sell | BANK NEW YORK MELLON CORP | $4,206,000 | +2.2% | 108,264 | -3.1% | 1.76% | -2.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,777,000 | +6.4% | 26,747 | -2.9% | 1.58% | +1.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,615,000 | -15.0% | 24,964 | -16.7% | 1.51% | -18.8% |
| MDIV | Sell | FIRST TR EXCHANGE TRADED FDmulti asset di | $3,461,000 | +3.6% | 179,140 | -0.5% | 1.45% | -1.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,443,000 | -20.6% | 83,076 | -23.2% | 1.44% | -24.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $3,351,000 | +15.1% | 45,561 | -0.1% | 1.40% | +9.9% |
| ABBV | Sell | ABBVIE INC | $3,308,000 | +2.5% | 53,439 | -5.5% | 1.38% | -2.1% |
| GE | Sell | GENERAL ELECTRIC CO | $3,270,000 | -1.7% | 103,891 | -0.8% | 1.37% | -6.2% |
| CVX | Sell | CHEVRON CORP NEW | $3,267,000 | +6.7% | 31,169 | -2.9% | 1.36% | +1.9% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $3,174,000 | – | 29,612 | +100.0% | 1.33% | – |
| CINF | Buy | CINCINNATI FINL CORP | $3,027,000 | +15.7% | 40,415 | +0.9% | 1.26% | +10.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,944,000 | +2.4% | 28,941 | -1.2% | 1.23% | -2.2% |
| CLX | CLOROX CO DEL | $2,782,000 | +9.8% | 20,104 | 0.0% | 1.16% | +4.8% | |
| KMB | Sell | KIMBERLY CLARK CORP | $2,709,000 | -6.3% | 19,708 | -8.3% | 1.13% | -10.5% |
| INTC | Buy | INTEL CORP | $2,671,000 | +2.8% | 81,429 | +1.4% | 1.12% | -1.8% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $2,360,000 | +5.7% | 218,081 | +2.3% | 0.99% | +0.9% |
| DOW | Buy | DOW CHEM CO | $2,272,000 | +367.5% | 45,699 | +378.0% | 0.95% | +345.5% |
| GRMN | Buy | GARMIN LTD | $2,237,000 | +9.5% | 52,740 | +3.2% | 0.94% | +4.7% |
| SO | Sell | SOUTHERN CO | $2,032,000 | +1.9% | 37,890 | -1.7% | 0.85% | -2.6% |
| AAPL | Sell | APPLE INC | $1,896,000 | -32.3% | 19,832 | -22.8% | 0.79% | -35.3% |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $1,838,000 | +11.2% | 123,375 | +4.2% | 0.77% | +6.2% |
| CSCO | Buy | CISCO SYS INC | $1,746,000 | +176.3% | 60,869 | +174.3% | 0.73% | +163.2% |
| PFE | Buy | PFIZER INC | $1,673,000 | +133.0% | 47,515 | +96.2% | 0.70% | +122.6% |
| RBSPRHCL | Sell | ROYAL BK SCOTLAND GROUP PLCspon adr ser h | $1,533,000 | -3.5% | 60,200 | -2.3% | 0.64% | -7.9% |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $1,525,000 | – | 20,124 | +100.0% | 0.64% | – |
| MSFT | Sell | MICROSOFT CORP | $1,487,000 | -15.6% | 29,065 | -8.9% | 0.62% | -19.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,433,000 | -31.8% | 34,107 | -34.1% | 0.60% | -34.9% |
| AEP | Buy | AMERICAN ELEC PWR INC | $1,425,000 | +588.4% | 20,335 | +552.8% | 0.60% | +553.8% |
| FLO | FLOWERS FOODS INC | $1,388,000 | +1.6% | 74,000 | 0.0% | 0.58% | -3.0% | |
| WEC | Sell | WEC ENERGY GROUP INC | $1,225,000 | +5.4% | 18,757 | -3.1% | 0.51% | +0.8% |
| BAX | Sell | BAXTER INTL INC | $1,202,000 | -22.5% | 26,585 | -29.6% | 0.50% | -26.0% |
| TXN | Sell | TEXAS INSTRS INC | $1,171,000 | -1.8% | 18,693 | -10.0% | 0.49% | -6.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,130,000 | +9.8% | 18,181 | +4.6% | 0.47% | +4.9% |
| TGT | Sell | TARGET CORP | $1,128,000 | -18.6% | 16,155 | -4.0% | 0.47% | -22.3% |
| WFC | Sell | WELLS FARGO & CO NEW | $1,127,000 | -2.8% | 23,807 | -0.7% | 0.47% | -7.1% |
| AFL | Buy | AFLAC INC | $1,120,000 | +416.1% | 15,521 | +351.7% | 0.47% | +392.6% |
| HBCP | New | HOME BANCORP INC | $1,110,000 | – | 40,393 | +100.0% | 0.46% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,102,000 | -23.8% | 7,260 | -24.0% | 0.46% | -27.3% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $1,049,000 | -2.8% | 12,603 | -5.1% | 0.44% | -7.2% |
| MCD | Sell | MCDONALDS CORP | $1,036,000 | -20.1% | 8,611 | -16.6% | 0.43% | -23.6% |
| SBI | New | WESTERN ASSET INTM MUNI FD I | $1,033,000 | – | 97,656 | +100.0% | 0.43% | – |
| WMT | Sell | WAL-MART STORES INC | $1,032,000 | -19.1% | 14,137 | -24.1% | 0.43% | -22.8% |
| F | Buy | FORD MTR CO DEL | $1,026,000 | +125.0% | 81,610 | +141.7% | 0.43% | +114.5% |
| PG | Sell | PROCTER & GAMBLE CO | $1,023,000 | -3.2% | 12,085 | -5.9% | 0.43% | -7.6% |
| BPL | Buy | BUCKEYE PARTNERS L Punit ltd partn | $1,013,000 | +15.6% | 14,400 | +11.6% | 0.42% | +10.4% |
| KTF | Buy | DEUTSCHE MUN INCOME | $954,000 | +12.4% | 66,050 | +8.8% | 0.40% | +7.5% |
| ETN | Buy | EATON CORP PLC | $927,000 | +37.9% | 15,524 | +44.4% | 0.39% | +31.6% |
| MO | Buy | ALTRIA GROUP INC | $879,000 | +12.3% | 12,745 | +2.0% | 0.37% | +7.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $851,000 | -27.1% | 19,617 | -25.4% | 0.36% | -30.3% |
| WYND | Sell | WYNDHAM WORLDWIDE CORP | $848,000 | -17.3% | 11,909 | -11.2% | 0.35% | -21.0% |
| NZF | New | NUVEEN DIVID ADV MUN FD 3 | $831,000 | – | 52,226 | +100.0% | 0.35% | – |
| SLB | Buy | SCHLUMBERGER LTD | $814,000 | +9.3% | 10,292 | +1.9% | 0.34% | +4.3% |
| DE | Buy | DEERE & CO | $800,000 | +55.6% | 9,870 | +47.8% | 0.33% | +48.4% |
| RBSPRSCL | ROYAL BK SCOTLAND GROUP PLCsp adr pref s | $789,000 | +0.5% | 31,525 | 0.0% | 0.33% | -3.8% | |
| VLO | New | VALERO ENERGY CORP NEW | $787,000 | – | 15,425 | +100.0% | 0.33% | – |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $747,000 | +17.1% | 9,884 | +6.1% | 0.31% | +11.8% |
| TEI | Sell | TEMPLETON EMERG MKTS INCOME | $744,000 | -8.5% | 71,029 | -10.2% | 0.31% | -12.6% |
| HAL | Sell | HALLIBURTON CO | $735,000 | +14.5% | 16,225 | -9.7% | 0.31% | +9.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $714,000 | +2.1% | 5,889 | -8.9% | 0.30% | -2.6% |
| NEA | Buy | NUVEEN AMT-FREE MUN INCOME F | $694,000 | +10.2% | 46,275 | +4.5% | 0.29% | +5.1% |
| MRK | Buy | MERCK & CO INC NEW | $682,000 | +65.9% | 11,838 | +52.3% | 0.28% | +58.3% |
| EMN | Sell | EASTMAN CHEM CO | $620,000 | -11.4% | 9,133 | -5.8% | 0.26% | -15.4% |
| IBKC | Sell | IBERIABANK CORP | $612,000 | +15.9% | 10,247 | -0.5% | 0.26% | +10.8% |
| ETP | Sell | ENERGY TRANSFER PRTNRS L Punit ltd partn | $611,000 | -19.0% | 16,059 | -31.1% | 0.26% | -22.7% |
| AOM | ISHARESmodert alloc etf | $608,000 | +1.5% | 17,225 | 0.0% | 0.25% | -3.1% | |
| IP | Buy | INTL PAPER CO | $579,000 | +20.9% | 13,672 | +17.1% | 0.24% | +15.2% |
| UNP | Sell | UNION PAC CORP | $545,000 | +7.1% | 6,245 | -2.5% | 0.23% | +2.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $534,000 | +3.7% | 1,962 | 0.0% | 0.22% | -0.9% | |
| GM | Buy | GENERAL MTRS CO | $493,000 | +12.8% | 17,416 | +25.3% | 0.21% | +7.9% |
| AOR | Sell | ISHARESgrwt allocat etf | $481,000 | +1.1% | 12,015 | -0.3% | 0.20% | -3.4% |
| MMD | Buy | MAINSTAY DEFINEDTERM MN OPP | $482,000 | +10.0% | 23,300 | +4.5% | 0.20% | +4.7% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $479,000 | -7.5% | 6,700 | -10.7% | 0.20% | -11.9% |
| VGM | New | INVESCO TR INVT GRADE MUNS | $478,000 | – | 32,200 | +100.0% | 0.20% | – |
| IVZ | Sell | INVESCO LTD | $463,000 | -22.6% | 18,137 | -6.7% | 0.19% | -26.3% |
| RBSPRLCL | Sell | ROYAL BK SCOTLAND GROUP PLCsp adr l rp pf | $450,000 | -2.0% | 18,150 | -4.2% | 0.19% | -6.5% |
| CMI | Sell | CUMMINS INC | $451,000 | +1.3% | 4,012 | -0.9% | 0.19% | -3.6% |
| EVV | Sell | EATON VANCE LTD DUR INCOME F | $437,000 | -17.5% | 32,550 | -19.1% | 0.18% | -21.1% |
| VMW | New | VMWARE INC | $437,000 | – | 7,631 | +100.0% | 0.18% | – |
| SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $416,000 | +2.5% | 9,000 | 0.0% | 0.17% | -2.2% | |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $415,000 | -6.5% | 15,050 | -11.7% | 0.17% | -10.8% |
| DVY | Sell | ISHARES TRselect divid etf | $394,000 | -32.2% | 4,615 | -33.0% | 0.16% | -35.0% |
| CAT | Sell | CATERPILLAR INC DEL | $382,000 | -2.6% | 5,042 | -1.6% | 0.16% | -7.0% |
| EMR | Buy | EMERSON ELEC CO | $381,000 | +68.6% | 7,302 | +75.8% | 0.16% | +60.6% |
| ETR | New | ENTERGY CORP NEW | $379,000 | – | 4,655 | +100.0% | 0.16% | – |
| LQD | ISHARES TRiboxx inv cp etf | $372,000 | +3.3% | 3,030 | 0.0% | 0.16% | -1.9% | |
| GLD | New | SPDR GOLD TRUST | $356,000 | – | 2,817 | +100.0% | 0.15% | – |
| AMGN | New | AMGEN INC | $355,000 | – | 2,334 | +100.0% | 0.15% | – |
| LUMN | Sell | CENTURYLINK INC | $342,000 | -20.1% | 11,794 | -11.9% | 0.14% | -23.5% |
| NVO | NOVO-NORDISK A Sadr | $328,000 | -0.6% | 6,097 | 0.0% | 0.14% | -4.9% | |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $323,000 | -82.1% | 4,990 | -82.5% | 0.14% | -82.9% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $321,000 | -32.8% | 14,040 | -34.0% | 0.13% | -35.9% |
| COP | Sell | CONOCOPHILLIPS | $308,000 | -6.1% | 7,062 | -13.4% | 0.13% | -10.4% |
| DTD | Sell | WISDOMTREE TRtotal divid fd | $309,000 | -12.7% | 4,026 | -15.7% | 0.13% | -16.8% |
| TWX | Buy | TIME WARNER INC | $304,000 | +48.3% | 4,133 | +46.4% | 0.13% | +41.1% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $294,000 | -37.8% | 2,737 | -36.7% | 0.12% | -40.6% |
| OIS | OIL STS INTL INC | $286,000 | +4.4% | 8,700 | 0.0% | 0.12% | -0.8% | |
| BAC | Sell | BANK AMER CORP | $282,000 | -34.3% | 21,250 | -33.0% | 0.12% | -37.2% |
| MKC | MCCORMICK & CO INC | $277,000 | +7.4% | 2,596 | 0.0% | 0.12% | +2.7% | |
| C | Sell | CITIGROUP INC | $276,000 | -4.2% | 6,513 | -5.6% | 0.12% | -8.7% |
| OKS | Sell | ONEOK PARTNERS LPunit ltd partn | $258,000 | -53.0% | 6,431 | -63.2% | 0.11% | -55.0% |
| V | Sell | VISA INC | $256,000 | -4.5% | 3,457 | -1.3% | 0.11% | -8.5% |
| IWM | New | ISHARES TRrussell 2000 etf | $255,000 | – | 2,220 | +100.0% | 0.11% | – |
| HDV | New | ISHARES TRcore high dv etf | $251,000 | – | 3,056 | +100.0% | 0.10% | – |
| AET | New | AETNA INC NEW | $246,000 | – | 2,015 | +100.0% | 0.10% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $244,000 | -44.9% | 2,927 | -44.3% | 0.10% | -47.4% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $240,000 | – | 13,142 | +100.0% | 0.10% | – |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $240,000 | -60.3% | 2,864 | -49.8% | 0.10% | -62.3% |
| BTT | BLACKROCK MUN 2030 TAR TERM | $230,000 | +5.5% | 9,500 | 0.0% | 0.10% | +1.1% | |
| FB | New | FACEBOOK INCcl a | $229,000 | – | 2,003 | +100.0% | 0.10% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $230,000 | +0.4% | 1,972 | 0.0% | 0.10% | -4.0% | |
| SBUX | STARBUCKS CORP | $227,000 | -4.2% | 3,966 | 0.0% | 0.10% | -8.7% | |
| CVS | Sell | CVS HEALTH CORP | $227,000 | -16.5% | 2,375 | -9.5% | 0.10% | -20.2% |
| NPP | New | NUVEEN PERFORMANCE PLUS MUN | $226,000 | – | 13,700 | +100.0% | 0.09% | – |
| USB | Sell | US BANCORP DEL | $216,000 | -23.9% | 5,350 | -23.6% | 0.09% | -27.4% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $215,000 | +5.4% | 3,004 | 0.0% | 0.09% | +1.1% | |
| IEO | New | ISHARES TRus oil&gs ex etf | $213,000 | – | 3,748 | +100.0% | 0.09% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $211,000 | – | 2,271 | +100.0% | 0.09% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $206,000 | -5.9% | 1,916 | -7.6% | 0.09% | -10.4% |
| AGN | Sell | ALLERGAN PLC | $207,000 | -21.9% | 896 | -9.4% | 0.09% | -25.9% |
| DIS | DISNEY WALT CO | $203,000 | -1.5% | 2,075 | 0.0% | 0.08% | -5.6% | |
| VKI | INVESCO ADVANTAGE MUNICIPALsh ben int | $203,000 | +8.0% | 15,196 | 0.0% | 0.08% | +3.7% | |
| BWP | Sell | BOARDWALK PIPELINE PARTNERSut ltd partner | $175,000 | +8.0% | 10,022 | -9.1% | 0.07% | +2.8% |
| EMD | Sell | WESTERN ASSET EMRG MKT DEBT | $160,000 | +1.3% | 10,400 | -4.6% | 0.07% | -2.9% |
| HHS | HARTE-HANKS INC | $80,000 | -36.5% | 50,000 | 0.0% | 0.03% | -40.0% | |
| NEE | New | NEXTERA ENERGY INCcall | $64,000 | – | 3,187,500 | +100.0% | 0.03% | – |
| SSINQ | Sell | STAGE STORES INC | $60,000 | -40.0% | 12,255 | -1.3% | 0.02% | -43.2% |
| LINEQ | Exit | LINN ENERGY LLCunit ltd liab | $0 | – | -58,346 | -100.0% | -0.01% | – |
| PQ | Exit | PETROQUEST ENERGY INC | $0 | – | -100,000 | -100.0% | -0.03% | – |
| SGY | Exit | STONE ENERGY CORP | $0 | – | -82,015 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,564 | -100.0% | -0.09% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,522 | -100.0% | -0.09% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -9,874 | -100.0% | -0.09% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -2,607 | -100.0% | -0.11% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -2,220 | -100.0% | -0.11% | – |
| UAL | Exit | UNITED CONTL HLDGS INC | $0 | – | -5,000 | -100.0% | -0.13% | – |
| MPLX | Exit | MPLX LP | $0 | – | -11,000 | -100.0% | -0.14% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -2,900 | -100.0% | -0.19% | – |
| IQI | Exit | INVESCO TR INVT GRADE MUNS | $0 | – | -32,200 | -100.0% | -0.20% | – |
| NPT | Exit | NUVEEN PREM INCOME MUN FD 4 | $0 | – | -58,331 | -100.0% | -0.36% | – |
| WEA | Exit | WESTERN ASSET INTM MUNI FD I | $0 | – | -94,956 | -100.0% | -0.43% | – |
| HSBC | Exit | HOME BANCORP INCspon adr new | $0 | – | -40,393 | -100.0% | -0.47% | – |
| EVT | Exit | EATON VANCE TAX ADVT DIV INC | $0 | – | -72,740 | -100.0% | -0.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 36 | Q3 2023 | 9.5% |
| ISHS U.S. PREFRD STK ETF | 36 | Q3 2023 | 7.6% |
| VANGUARD TOTL STK MK ETF | 36 | Q3 2023 | 4.6% |
| ATT INC | 36 | Q3 2023 | 3.1% |
| GARMIN LTD | 36 | Q3 2023 | 2.3% |
| EATON CORP PLC | 36 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 36 | Q3 2023 | 4.0% |
| APPLE INC | 36 | Q3 2023 | 1.9% |
| ABBVIE INC | 36 | Q3 2023 | 2.8% |
| PFIZER INCORPORATED | 36 | Q3 2023 | 1.9% |
View Summit Financial Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-12 |
| 13F-HR | 2021-11-05 |
View Summit Financial Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.