$275 Million is the total value of Summit Financial Wealth Advisors, LLC's 138 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 23.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $25,264,000 | +7.7% | 424,961 | +4.6% | 9.19% | -1.0% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $20,883,000 | +16.9% | 538,074 | +18.0% | 7.59% | +7.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $15,406,000 | +14.1% | 116,053 | +9.2% | 5.60% | +4.9% |
| RFEU | New | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn eur | $12,301,000 | – | 190,416 | +100.0% | 4.47% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $9,145,000 | +44.5% | 62,208 | +40.1% | 3.33% | +32.9% |
| ABBV | Buy | ABBVIE INC | $7,314,000 | +54.9% | 82,308 | +26.4% | 2.66% | +42.4% |
| DWDP | New | DOWDUPONT INC | $6,394,000 | – | 92,353 | +100.0% | 2.32% | – |
| QCOM | Sell | QUALCOMM INC | $5,779,000 | -12.9% | 111,480 | -7.2% | 2.10% | -19.9% |
| INTC | Buy | INTEL CORP | $5,625,000 | +32.0% | 147,723 | +17.0% | 2.05% | +21.4% |
| T | Sell | AT&T INC | $5,090,000 | -5.4% | 129,952 | -8.9% | 1.85% | -13.1% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $4,914,000 | +23.7% | 87,632 | +20.2% | 1.79% | +13.7% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $4,124,000 | +32.4% | 65,937 | +15.2% | 1.50% | +21.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $4,087,000 | -5.8% | 36,812 | -0.3% | 1.49% | -13.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,073,000 | +2.2% | 20,798 | -3.2% | 1.48% | -6.1% |
| ETN | Buy | EATON CORP PLC | $3,960,000 | +39.7% | 51,571 | +41.6% | 1.44% | +28.5% |
| BK | Sell | BANK NEW YORK MELLON CORP | $3,699,000 | -6.0% | 69,760 | -9.5% | 1.34% | -13.6% |
| VLO | Buy | VALERO ENERGY CORP NEW | $3,558,000 | +88.3% | 46,254 | +65.1% | 1.29% | +73.0% |
| ANTM | Buy | ANTHEM INC | $3,469,000 | +1.8% | 18,269 | +0.9% | 1.26% | -6.3% |
| GRMN | Buy | GARMIN LTD | $3,399,000 | +15.5% | 62,986 | +9.2% | 1.24% | +6.2% |
| VTR | New | VENTAS INC | $3,338,000 | – | 51,256 | +100.0% | 1.21% | – |
| IP | Buy | INTL PAPER CO | $3,290,000 | +43.0% | 57,901 | +42.5% | 1.20% | +31.4% |
| ALL | Sell | ALLSTATE CORP | $3,285,000 | -21.5% | 35,743 | -24.5% | 1.20% | -27.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,281,000 | -8.8% | 70,110 | -12.1% | 1.19% | -16.1% |
| SYY | Sell | SYSCO CORP | $3,241,000 | -30.5% | 60,074 | -35.2% | 1.18% | -36.1% |
| PEP | Sell | PEPSICO INC | $3,230,000 | -24.5% | 28,983 | -21.8% | 1.18% | -30.6% |
| MMM | Sell | 3M CO | $3,151,000 | -36.2% | 15,011 | -36.7% | 1.15% | -41.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,087,000 | +7.9% | 16,842 | -0.3% | 1.12% | -0.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,964,000 | -5.5% | 31,038 | -9.5% | 1.08% | -13.1% |
| AAN | New | AARONS INC | $2,898,000 | – | 66,433 | +100.0% | 1.05% | – |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $2,859,000 | +110.2% | 54,648 | +106.8% | 1.04% | +93.3% |
| PFE | Buy | PFIZER INC | $2,734,000 | +25.0% | 76,583 | +17.6% | 0.99% | +14.9% |
| WM | Buy | WASTE MGMT INC DEL | $2,607,000 | +57.0% | 33,310 | +47.1% | 0.95% | +44.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $2,586,000 | +43.0% | 22,277 | +50.3% | 0.94% | +31.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $2,498,000 | -18.0% | 39,192 | -28.3% | 0.91% | -24.6% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,485,000 | -8.6% | 21,114 | +0.3% | 0.90% | -15.9% |
| EMN | Buy | EASTMAN CHEM CO | $2,432,000 | +281.2% | 26,877 | +253.8% | 0.88% | +250.8% |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $2,415,000 | – | 24,383 | +100.0% | 0.88% | – |
| AAPL | Sell | APPLE INC | $2,403,000 | -0.7% | 15,594 | -7.2% | 0.87% | -8.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $2,382,000 | -10.3% | 16,101 | -13.1% | 0.87% | -17.5% |
| OC | Buy | OWENS CORNING NEW | $2,340,000 | +108.9% | 30,249 | +80.8% | 0.85% | +92.1% |
| EMR | Buy | EMERSON ELEC CO | $2,322,000 | +43.9% | 36,956 | +36.5% | 0.84% | +32.3% |
| DAL | Buy | DELTA AIR LINES INC DEL | $2,261,000 | +10.2% | 46,896 | +22.8% | 0.82% | +1.2% |
| TU | New | TELUS CORP | $2,102,000 | – | 58,449 | +100.0% | 0.76% | – |
| NUV | NUVEEN MUN VALUE FD INC | $2,059,000 | +2.8% | 201,031 | 0.0% | 0.75% | -5.4% | |
| CVX | Sell | CHEVRON CORP NEW | $1,926,000 | -4.6% | 16,393 | -15.3% | 0.70% | -12.3% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,697,000 | +3.2% | 33,856 | -0.8% | 0.62% | -5.1% |
| LAZ | New | LAZARD LTD | $1,632,000 | – | 36,084 | +100.0% | 0.59% | – |
| MSFT | Sell | MICROSOFT CORP | $1,603,000 | -3.4% | 21,518 | -10.6% | 0.58% | -11.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,567,000 | -16.6% | 12,095 | -19.9% | 0.57% | -23.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $1,543,000 | +37.8% | 104,900 | +55.4% | 0.56% | +26.6% |
| CLX | Sell | CLOROX CO DEL | $1,539,000 | -34.6% | 11,670 | -34.0% | 0.56% | -39.8% |
| WFC | Sell | WELLS FARGO CO NEW | $1,443,000 | -10.0% | 26,165 | -9.5% | 0.52% | -17.2% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $1,430,000 | -1.9% | 109,925 | -1.3% | 0.52% | -9.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,393,000 | -30.4% | 28,140 | -37.2% | 0.51% | -35.9% |
| BAX | Buy | BAXTER INTL INC | $1,316,000 | +53.6% | 20,967 | +48.2% | 0.48% | +41.3% |
| SPHD | Sell | POWERSHARES ETF TR II | $1,314,000 | -56.7% | 32,035 | -57.5% | 0.48% | -60.2% |
| TXN | Sell | TEXAS INSTRS INC | $1,312,000 | +8.3% | 14,638 | -7.0% | 0.48% | -0.4% |
| MGA | New | MAGNA INTL INC | $1,290,000 | – | 24,165 | +100.0% | 0.47% | – |
| MO | Sell | ALTRIA GROUP INC | $1,262,000 | -18.1% | 19,900 | -3.8% | 0.46% | -24.6% |
| MRK | Buy | MERCK & CO INC | $1,193,000 | +13.4% | 18,632 | +13.5% | 0.43% | +4.3% |
| KTF | Buy | DEUTSCHE MUN INCOME | $1,075,000 | -3.2% | 84,584 | +2.8% | 0.39% | -10.9% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $1,052,000 | 0.0% | 69,137 | -2.0% | 0.38% | -7.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,041,000 | -0.1% | 4,143 | -3.9% | 0.38% | -8.0% |
| GM | Sell | GENERAL MTRS CO | $992,000 | -51.1% | 24,555 | -57.7% | 0.36% | -55.0% |
| WYND | Sell | WYNDHAM WORLDWIDE CORP | $978,000 | -4.2% | 9,276 | -8.7% | 0.36% | -11.9% |
| LUMN | Buy | CENTURYLINK INC | $955,000 | +66.4% | 50,554 | +110.3% | 0.35% | +52.9% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $856,000 | -4.0% | 9,035 | -6.2% | 0.31% | -11.9% |
| MCD | Sell | MCDONALDS CORP | $853,000 | -22.0% | 5,445 | -23.7% | 0.31% | -28.2% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $849,000 | +5.1% | 75,627 | +12.0% | 0.31% | -3.4% |
| WEC | Sell | WEC ENERGY GROUP INC | $818,000 | -9.5% | 13,037 | -11.5% | 0.30% | -17.0% |
| WMT | Buy | WAL-MART STORES INC | $816,000 | +16.7% | 10,445 | +13.0% | 0.30% | +7.6% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $798,000 | -16.3% | 57,639 | -17.2% | 0.29% | -23.1% |
| SBI | Sell | WESTERN ASSET INTM MUNI FD I | $795,000 | -12.9% | 81,740 | -11.9% | 0.29% | -19.9% |
| IBKC | Buy | IBERIABANK CORP | $769,000 | +1.3% | 9,359 | +0.5% | 0.28% | -6.7% |
| RBSPRSCL | ROYAL BK SCOTLAND GROUP PLCsp adr pref s | $745,000 | -0.8% | 29,025 | 0.0% | 0.27% | -8.8% | |
| New | TARGET CORP | $709,000 | – | 12,011 | +100.0% | 0.26% | – | |
| HBCP | HOME BANCORP INC | $688,000 | -1.6% | 16,442 | 0.0% | 0.25% | -9.4% | |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $642,000 | +0.9% | 10,004 | -5.8% | 0.23% | -7.5% |
| HAL | Sell | HALLIBURTON CO | $621,000 | +6.0% | 13,500 | -1.6% | 0.23% | -2.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $604,000 | -44.1% | 6,643 | -46.5% | 0.22% | -48.6% |
| XOM | Sell | EXXON MOBIL CORP | $583,000 | -32.0% | 7,107 | -33.0% | 0.21% | -37.5% |
| MUB | Buy | ISHARES TRnational mun etf | $534,000 | +12.4% | 4,812 | +11.5% | 0.19% | +3.2% |
| MMD | Sell | MAINSTAY DEFINEDTERM MN OPP | $533,000 | -9.2% | 26,550 | -11.1% | 0.19% | -16.4% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $493,000 | 0.0% | 6,087 | -3.4% | 0.18% | -8.2% |
| CMI | Sell | CUMMINS INC | $484,000 | -12.9% | 2,880 | -15.9% | 0.18% | -20.0% |
| BAC | Sell | BANK AMER CORP | $465,000 | +1.3% | 18,342 | -3.0% | 0.17% | -7.1% |
| DE | Sell | DEERE & CO | $461,000 | -12.9% | 3,674 | -14.2% | 0.17% | -19.6% |
| VGM | INVESCO TR INVT GRADE MUNS | $463,000 | -0.2% | 34,553 | 0.0% | 0.17% | -8.7% | |
| MFGP | New | MICRO FOCUS INTERNATIONAL PLspon adr new | $456,000 | – | 14,298 | +100.0% | 0.17% | – |
| C | Sell | CITIGROUP INC | $433,000 | -0.7% | 5,952 | -8.7% | 0.16% | -8.7% |
| UNP | Sell | UNION PAC CORP | $431,000 | -20.6% | 3,714 | -25.5% | 0.16% | -27.0% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $422,000 | 0.0% | 5,267 | 0.0% | 0.15% | -8.4% | |
| APC | ANADARKO PETE CORP | $422,000 | +7.7% | 8,640 | 0.0% | 0.15% | -1.3% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $405,000 | +15.1% | 1,601 | +10.6% | 0.15% | +5.8% |
| GE | Sell | GENERAL ELECTRIC CO | $398,000 | -76.7% | 16,456 | -74.0% | 0.14% | -78.6% |
| NVDA | Sell | NVIDIA CORP | $384,000 | +7.6% | 2,146 | -13.2% | 0.14% | -0.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $373,000 | +11.0% | 14,425 | +5.9% | 0.14% | +2.3% |
| OKE | Sell | ONEOK INC NEW | $375,000 | +6.2% | 6,768 | -0.0% | 0.14% | -2.9% |
| FB | Sell | FACEBOOK INCcl a | $375,000 | +5.9% | 2,196 | -6.4% | 0.14% | -2.9% |
| ETR | ENTERGY CORP NEW | $363,000 | -0.5% | 4,755 | 0.0% | 0.13% | -8.3% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $352,000 | -0.3% | 5,950 | -7.8% | 0.13% | -8.6% |
| V | VISA INC | $352,000 | +12.1% | 3,347 | 0.0% | 0.13% | +3.2% | |
| DVY | Sell | ISHARES TRselect divid etf | $348,000 | -3.6% | 3,718 | -5.0% | 0.13% | -11.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $343,000 | -19.3% | 2,637 | -17.8% | 0.12% | -25.6% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $339,000 | +23.3% | 2,330 | +16.8% | 0.12% | +12.8% |
| CAT | Sell | CATERPILLAR INC DEL | $332,000 | 0.0% | 2,665 | -13.7% | 0.12% | -7.6% |
| IVZ | Sell | INVESCO LTD | $320,000 | -30.6% | 9,140 | -30.2% | 0.12% | -36.3% |
| AOM | Sell | ISHARESmodert alloc etf | $312,000 | -39.5% | 8,225 | -40.6% | 0.11% | -44.6% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $303,000 | -2.6% | 3,450 | -5.8% | 0.11% | -10.6% |
| VMW | Sell | VMWARE INC | $297,000 | -51.7% | 2,720 | -61.3% | 0.11% | -55.6% |
| BKLN | POWERSHARES ETF TRUST IIsenior ln port | $276,000 | +0.4% | 11,900 | 0.0% | 0.10% | -8.3% | |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $274,000 | +18.6% | 7,782 | +13.9% | 0.10% | +9.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $272,000 | +12.4% | 2,244 | +11.7% | 0.10% | +3.1% |
| GLD | Sell | SPDR GOLD TRUST | $273,000 | -14.2% | 2,246 | -16.6% | 0.10% | -21.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $267,000 | +15.6% | 3,009 | +14.9% | 0.10% | +6.6% |
| SLB | Sell | SCHLUMBERGER LTD | $265,000 | -6.4% | 3,797 | -11.5% | 0.10% | -14.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $261,000 | +15.0% | 1,848 | -1.1% | 0.10% | +5.6% |
| NFLX | Sell | NETFLIX INC | $252,000 | +17.2% | 1,388 | -3.5% | 0.09% | +8.2% |
| SO | Sell | SOUTHERN CO | $246,000 | -66.1% | 5,001 | -67.0% | 0.09% | -69.0% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $241,000 | -12.4% | 7,800 | -14.3% | 0.09% | -19.3% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $239,000 | -90.0% | 4,362 | -90.3% | 0.09% | -90.8% |
| BGB | Buy | BLACKSTONE GSO STRATEGIC CR | $236,000 | +1.7% | 14,775 | +1.2% | 0.09% | -6.5% |
| USB | US BANCORP DEL | $234,000 | +3.1% | 4,364 | 0.0% | 0.08% | -5.6% | |
| SVM | SILVERCORP METALS INC | $231,000 | -16.0% | 85,540 | 0.0% | 0.08% | -22.9% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $228,000 | +8.6% | 1,901 | 0.0% | 0.08% | 0.0% | |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $222,000 | -2.6% | 2,434 | -5.1% | 0.08% | -10.0% |
| IWM | ISHARES TRrussell 2000 etf | $220,000 | +5.3% | 1,485 | 0.0% | 0.08% | -3.6% | |
| BTT | BLACKROCK MUN 2030 TAR TERM | $220,000 | -1.8% | 9,700 | 0.0% | 0.08% | -10.1% | |
| CSCO | Sell | CISCO SYS INC | $215,000 | -31.1% | 6,382 | -35.9% | 0.08% | -36.6% |
| F | Sell | FORD MTR CO DEL | $212,000 | -29.1% | 17,711 | -33.7% | 0.08% | -34.7% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $210,000 | -1.4% | 1,373 | -4.3% | 0.08% | -9.5% |
| GOOGL | New | ALPHABET INCcap stk cl a | $201,000 | – | 206 | +100.0% | 0.07% | – |
| EVV | Buy | EATON VANCE LTD DUR INCOME F | $199,000 | +1.5% | 14,216 | +2.4% | 0.07% | -7.7% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $151,000 | +11.9% | 12,303 | +8.9% | 0.06% | +3.8% |
| VKI | New | INVESCO ADVANTAGE MUNICIPALsh ben int | $119,000 | – | 10,313 | +100.0% | 0.04% | – |
| SPNV | New | SUPERIOR ENERGY SVCS INC | $107,000 | – | 10,000 | +100.0% | 0.04% | – |
| NSL | Buy | NUVEEN SR INCOME FD | $100,000 | 0.0% | 15,000 | +2.7% | 0.04% | -10.0% |
| SDRL | Buy | SEADRILL LIMITED | $10,000 | +100.0% | 28,500 | +111.1% | 0.00% | +100.0% |
| BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -3,400 | -100.0% | -0.09% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -2,900 | -100.0% | -0.09% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,825 | -100.0% | -0.09% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -1,640 | -100.0% | -0.09% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -2,271 | -100.0% | -0.09% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -6,269 | -100.0% | -0.10% | – |
| AOR | Exit | ISHARESgrwt allocat etf | $0 | – | -6,109 | -100.0% | -0.10% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,763 | -100.0% | -0.11% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -4,650 | -100.0% | -0.11% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -1,972 | -100.0% | -0.11% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -4,246 | -100.0% | -0.14% | – |
| RBSPRLCL | Exit | ROYAL BK SCOTLAND GROUP PLCsp adr l rp pf | $0 | – | -15,950 | -100.0% | -0.16% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,959 | -100.0% | -0.25% | – |
| TGT | Exit | TARGET CORP | $0 | – | -15,556 | -100.0% | -0.32% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -30,530 | -100.0% | -0.34% | – |
| MET | Exit | METLIFE INC | $0 | – | -20,432 | -100.0% | -0.44% | – |
| RBSPRHCL | Exit | ROYAL BK SCOTLAND GROUP PLCspon adr ser h | $0 | – | -48,550 | -100.0% | -0.51% | – |
| TRP | Exit | TRANSCANADA CORP | $0 | – | -50,880 | -100.0% | -0.96% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -40,628 | -100.0% | -1.16% | – |
| GOV | Exit | GOVERNMENT PPTYS INCOME TR | $0 | – | -192,744 | -100.0% | -1.40% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -77,306 | -100.0% | -1.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-06
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.