$408 Million is the total value of Summit Financial Wealth Advisors, LLC's 146 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 11.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $34,178,000 | +3.9% | 481,044 | +1.4% | 8.39% | +4.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $28,558,000 | +19.0% | 733,584 | +16.7% | 7.01% | +19.2% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $27,779,000 | +0.3% | 462,055 | +0.2% | 6.82% | +0.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $21,737,000 | +2.4% | 129,866 | -0.1% | 5.33% | +2.6% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $17,957,000 | +3.8% | 906,445 | +1.6% | 4.41% | +4.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $16,712,000 | +1.9% | 447,331 | +0.5% | 4.10% | +2.1% |
| SPHD | Buy | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $15,892,000 | +12.5% | 375,474 | +12.0% | 3.90% | +12.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $13,802,000 | +3.0% | 82,784 | +3.3% | 3.39% | +3.3% |
| T | Buy | AT&T INC | $11,164,000 | +14.6% | 297,065 | +2.2% | 2.74% | +14.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,888,000 | -5.6% | 52,369 | -5.9% | 1.94% | -5.4% |
| VLO | Buy | VALERO ENERGY CORP NEW | $7,841,000 | +17.4% | 89,100 | +14.2% | 1.92% | +17.7% |
| INTC | Buy | INTEL CORP | $6,900,000 | +11.3% | 132,455 | +2.3% | 1.69% | +11.6% |
| GRMN | Buy | GARMIN LTD | $6,403,000 | +13.0% | 73,532 | +3.5% | 1.57% | +13.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $6,403,000 | +485.8% | 44,852 | +465.9% | 1.57% | +486.2% |
| AVGO | Buy | BROADCOM INC | $6,157,000 | +4.7% | 21,917 | +7.3% | 1.51% | +5.0% |
| OKE | Buy | ONEOK INC NEW | $6,012,000 | +5.8% | 86,485 | +4.8% | 1.48% | +6.1% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $5,898,000 | -8.7% | 101,176 | +3.0% | 1.45% | -8.5% |
| ETN | Buy | EATON CORP PLC | $5,895,000 | -0.5% | 72,454 | +1.8% | 1.45% | -0.3% |
| PFE | Buy | PFIZER INC | $5,683,000 | -12.8% | 157,379 | +4.6% | 1.39% | -12.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $5,556,000 | +22.5% | 47,888 | +9.0% | 1.36% | +22.8% |
| BBT | Buy | BB&T CORP | $5,509,000 | +12.3% | 105,947 | +6.1% | 1.35% | +12.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,395,000 | +3.1% | 70,203 | +5.0% | 1.32% | +3.4% |
| KMB | Buy | KIMBERLY CLARK CORP | $5,083,000 | +6.4% | 36,931 | +3.0% | 1.25% | +6.6% |
| TU | Buy | TELUS CORP | $4,994,000 | +3.1% | 138,299 | +5.4% | 1.22% | +3.3% |
| EMR | Buy | EMERSON ELEC CO | $4,423,000 | +5.8% | 65,969 | +5.3% | 1.08% | +6.1% |
| MRK | Buy | MERCK & CO INC | $4,329,000 | +17.2% | 51,324 | +16.5% | 1.06% | +17.5% |
| PRU | Buy | PRUDENTIAL FINL INC | $4,216,000 | -1.6% | 47,144 | +11.1% | 1.03% | -1.4% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $4,080,000 | +20.4% | 46,322 | +17.7% | 1.00% | +20.6% |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $3,747,000 | +4.6% | 39,569 | +1.7% | 0.92% | +4.8% |
| AAPL | Sell | APPLE INC | $3,504,000 | +17.8% | 14,835 | -1.3% | 0.86% | +18.1% |
| XOM | Sell | EXXON MOBIL CORP | $3,204,000 | -13.5% | 46,451 | -3.9% | 0.79% | -13.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $3,197,000 | +0.3% | 47,734 | -0.2% | 0.78% | +0.5% |
| WM | Sell | WASTE MGMT INC DEL | $3,196,000 | -5.0% | 27,473 | -5.8% | 0.78% | -4.9% |
| CVS | Sell | CVS HEALTH CORP | $3,173,000 | +9.0% | 50,420 | -5.7% | 0.78% | +9.3% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $3,076,000 | -27.6% | 67,054 | -27.3% | 0.76% | -27.3% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $3,054,000 | +2.1% | 113,232 | -3.2% | 0.75% | +2.3% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $2,470,000 | +2.7% | 45,345 | 0.0% | 0.61% | +2.9% | |
| CVX | Sell | CHEVRON CORP NEW | $2,393,000 | -11.7% | 20,604 | -5.4% | 0.59% | -11.6% |
| MTUM | Sell | ISHARES TRusa momentum fct | $2,312,000 | -0.4% | 19,445 | -0.6% | 0.57% | -0.2% |
| CDC | Buy | VICTORY PORTFOLIOS II | $2,293,000 | +1.1% | 49,979 | +0.3% | 0.56% | +1.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,220,000 | +1.3% | 7,494 | +0.2% | 0.54% | +1.5% |
| ANTM | Sell | ANTHEM INC | $2,164,000 | -53.5% | 9,111 | -44.7% | 0.53% | -53.4% |
| MSFT | Sell | MICROSOFT CORP | $2,139,000 | +2.8% | 15,316 | -1.4% | 0.52% | +3.1% |
| VTR | Sell | VENTAS INC | $2,132,000 | +4.5% | 29,556 | -1.0% | 0.52% | +4.8% |
| HDV | Buy | ISHARES TRcore high dv etf | $2,072,000 | -0.7% | 22,250 | +0.8% | 0.51% | -0.6% |
| BAX | Sell | BAXTER INTL INC | $2,057,000 | +3.4% | 23,363 | -3.8% | 0.50% | +3.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,930,000 | +4.9% | 16,618 | +1.0% | 0.47% | +5.3% |
| IBKC | Buy | IBERIABANK CORP | $1,908,000 | -1.8% | 25,611 | +0.0% | 0.47% | -1.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,869,000 | -20.1% | 36,218 | -29.8% | 0.46% | -19.9% |
| WMT | Sell | WALMART INC | $1,793,000 | +1.9% | 14,909 | -6.4% | 0.44% | +2.1% |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $1,717,000 | -12.0% | 75,688 | +5.9% | 0.42% | -11.9% |
| DAL | Sell | DELTA AIR LINES INC DEL | $1,655,000 | -34.1% | 31,255 | -29.4% | 0.41% | -34.0% |
| BFST | BUSINESS FIRST BANCSHARES IN | $1,629,000 | -5.0% | 67,334 | 0.0% | 0.40% | -4.8% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,601,000 | +3.8% | 17,614 | +2.6% | 0.39% | +4.0% |
| ALL | Sell | ALLSTATE CORP | $1,519,000 | -11.7% | 14,075 | -16.8% | 0.37% | -11.4% |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $1,471,000 | +20.5% | 117,375 | +18.2% | 0.36% | +20.7% |
| CFO | Sell | VICTORY PORTFOLIOS II | $1,304,000 | -0.5% | 26,652 | -0.6% | 0.32% | -0.3% |
| EEMV | Sell | ISHARES INCmin vol emrg mkt | $1,261,000 | -2.6% | 21,840 | -0.7% | 0.31% | -2.5% |
| MMD | Buy | MAINSTAY MACKAY DEFINDTRM MU | $1,174,000 | +3.2% | 56,471 | +3.6% | 0.29% | +3.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,111,000 | -11.0% | 34,687 | -10.9% | 0.27% | -10.8% |
| BGB | Sell | BLACKSTONE GSO STRATEGIC CR | $1,105,000 | -16.6% | 78,575 | -13.0% | 0.27% | -16.4% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $1,092,000 | +3.2% | 76,616 | 0.0% | 0.27% | +3.5% | |
| CAG | CONAGRA BRANDS INC | $1,075,000 | +7.1% | 37,850 | 0.0% | 0.26% | +7.3% | |
| TXN | Sell | TEXAS INSTRS INC | $980,000 | -0.1% | 7,531 | -11.9% | 0.24% | 0.0% |
| LW | LAMB WESTON HLDGS INC | $967,000 | +20.1% | 12,706 | 0.0% | 0.24% | +20.3% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $931,000 | +6.8% | 65,524 | +1.5% | 0.23% | +7.0% |
| RING | Buy | ISHARES INCmsci gbl gold mn | $907,000 | +7.5% | 41,813 | +1.2% | 0.22% | +7.7% |
| ONEV | New | SPDR SERIES TRUSTrussell low vol | $900,000 | – | 11,132 | +100.0% | 0.22% | – |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $873,000 | +9.8% | 54,112 | +7.2% | 0.21% | +9.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $814,000 | -19.0% | 3,665 | -11.0% | 0.20% | -18.7% |
| CELG | Sell | CELGENE CORP | $810,000 | -17.9% | 8,057 | -24.6% | 0.20% | -17.8% |
| SBI | Sell | WESTERN ASSET INTM MUNI FD I | $811,000 | -3.7% | 88,497 | -6.1% | 0.20% | -3.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $804,000 | -2.4% | 14,329 | -0.7% | 0.20% | -2.5% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $800,000 | -0.6% | 76,081 | -3.7% | 0.20% | -0.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $768,000 | +4.2% | 12,808 | -0.7% | 0.19% | +4.4% |
| KTF | Buy | DWS MUN INCOME TR NEW | $719,000 | +2.9% | 62,187 | +0.2% | 0.18% | +2.9% |
| VGM | Buy | INVESCO TR INVT GRADE MUNS | $703,000 | +12.5% | 54,358 | +10.1% | 0.17% | +12.4% |
| BAC | BANK AMER CORP | $695,000 | -0.3% | 24,028 | 0.0% | 0.17% | 0.0% | |
| HBCP | HOME BANCORP INC | $690,000 | +0.1% | 17,900 | 0.0% | 0.17% | 0.0% | |
| LOGI | Sell | LOGITECH INTL S A | $688,000 | -26.4% | 16,744 | -28.7% | 0.17% | -26.2% |
| AMZN | Buy | AMAZON COM INC | $656,000 | -2.1% | 379 | +7.1% | 0.16% | -1.8% |
| GLD | Buy | SPDR GOLD TRUST | $638,000 | +74.3% | 4,559 | +65.8% | 0.16% | +74.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $633,000 | -16.0% | 71,740 | -6.2% | 0.16% | -16.2% |
| USMV | Buy | ISHARES TRmsci min vol etf | $633,000 | +3.4% | 9,933 | +0.2% | 0.16% | +3.3% |
| MCD | Buy | MCDONALDS CORP | $629,000 | +2.4% | 3,007 | +1.7% | 0.15% | +2.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $627,000 | -12.7% | 2,104 | -13.7% | 0.15% | -12.5% |
| PEP | Buy | PEPSICO INC | $624,000 | +6.3% | 4,537 | +1.3% | 0.15% | +6.2% |
| XLK | SELECT SECTOR SPDR TRtechnology | $620,000 | +4.6% | 7,605 | 0.0% | 0.15% | +4.8% | |
| QUAL | Buy | ISHARES TRusa quality fctr | $599,000 | +4.0% | 6,468 | +2.7% | 0.15% | +4.3% |
| OXY | Sell | OCCIDENTAL PETE CORP | $551,000 | -42.8% | 13,402 | -30.0% | 0.14% | -42.8% |
| SHM | Sell | SPDR SERIES TRUSTnuveen blmbrg sr | $545,000 | -5.1% | 11,103 | -5.4% | 0.13% | -4.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $502,000 | +16.5% | 2,629 | +14.0% | 0.12% | +17.1% |
| MA | Sell | MASTERCARD INCcl a | $503,000 | -24.5% | 1,823 | -27.6% | 0.12% | -24.5% |
| LVHD | Buy | LEGG MASON ETF INVESTMENT TRl vol h div etf | $499,000 | +107.1% | 15,000 | +100.0% | 0.12% | +106.8% |
| ABBV | Sell | ABBVIE INC | $496,000 | -72.1% | 6,732 | -72.4% | 0.12% | -72.0% |
| UTX | UNITED TECHNOLOGIES CORP | $487,000 | +4.7% | 3,575 | 0.0% | 0.12% | +4.4% | |
| RRBI | New | RED RIVER BANCSHARES INC | $473,000 | – | 10,900 | +100.0% | 0.12% | – |
| AMGN | AMGEN INC | $470,000 | +8.8% | 2,342 | 0.0% | 0.12% | +8.5% | |
| GOOG | ALPHABET INCcap stk cl c | $463,000 | +12.4% | 381 | 0.0% | 0.11% | +12.9% | |
| MO | ALTRIA GROUP INC | $462,000 | -9.9% | 10,844 | 0.0% | 0.11% | -10.3% | |
| PM | Sell | PHILIP MORRIS INTL INC | $460,000 | -86.7% | 5,902 | -86.6% | 0.11% | -86.7% |
| OBNK | Sell | ORIGIN BANCORP INC | $459,000 | -24.1% | 14,317 | -21.9% | 0.11% | -23.6% |
| SLB | Sell | SCHLUMBERGER LTD | $452,000 | -26.1% | 13,930 | -9.6% | 0.11% | -26.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $446,000 | -88.2% | 7,711 | -87.0% | 0.11% | -88.2% |
| DIS | Buy | DISNEY WALT CO | $425,000 | +2.4% | 3,269 | +10.1% | 0.10% | +2.0% |
| BTT | Buy | BLACKROCK MUN 2030 TAR TERM | $419,000 | +4.8% | 17,550 | +2.0% | 0.10% | +5.1% |
| QCOM | Buy | QUALCOMM INC | $414,000 | +63.6% | 5,393 | +62.2% | 0.10% | +64.5% |
| SO | SOUTHERN CO | $408,000 | +11.5% | 6,624 | 0.0% | 0.10% | +11.1% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $409,000 | +24.7% | 8,099 | +24.8% | 0.10% | +25.0% |
| V | VISA INC | $403,000 | +2.0% | 2,275 | 0.0% | 0.10% | +2.1% | |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $339,000 | -13.3% | 15,150 | -12.2% | 0.08% | -13.5% |
| TGT | Sell | TARGET CORP | $338,000 | -29.0% | 3,025 | -44.9% | 0.08% | -29.1% |
| MUB | Sell | ISHARES TRnational mun etf | $336,000 | -7.4% | 2,944 | -8.2% | 0.08% | -7.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $336,000 | -1.5% | 964 | +0.2% | 0.08% | -1.2% |
| FB | Sell | FACEBOOK INCcl a | $324,000 | -25.2% | 1,758 | -21.7% | 0.08% | -24.5% |
| CSCO | Buy | CISCO SYS INC | $323,000 | -6.4% | 6,931 | +9.9% | 0.08% | -6.0% |
| WEC | WEC ENERGY GROUP INC | $312,000 | +12.6% | 3,321 | 0.0% | 0.08% | +13.2% | |
| NVO | NOVO-NORDISK A Sadr | $307,000 | +0.3% | 6,000 | 0.0% | 0.08% | 0.0% | |
| USB | US BANCORP DEL | $304,000 | +2.0% | 5,681 | 0.0% | 0.08% | +2.7% | |
| VKI | Buy | INVESCO ADVANTAGE MUNICIPALsh ben int | $302,000 | +69.7% | 26,617 | +64.1% | 0.07% | +68.2% |
| HD | HOME DEPOT INC | $290,000 | +12.8% | 1,237 | 0.0% | 0.07% | +12.7% | |
| JNJ | Sell | JOHNSON & JOHNSON | $278,000 | -7.6% | 2,114 | -2.1% | 0.07% | -8.1% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $269,000 | +1.5% | 2,485 | +0.7% | 0.07% | +1.5% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $269,000 | -9.1% | 4,648 | +2.2% | 0.07% | -8.3% |
| AOM | ISHARES TRmodert alloc etf | $266,000 | +0.4% | 6,800 | 0.0% | 0.06% | 0.0% | |
| NVS | NOVARTIS A Gsponsored adr | $252,000 | -4.9% | 2,905 | 0.0% | 0.06% | -4.6% | |
| PG | PROCTER & GAMBLE CO | $251,000 | +10.6% | 2,074 | 0.0% | 0.06% | +10.7% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $250,000 | +5.9% | 2,688 | -0.4% | 0.06% | +5.2% |
| AFL | Sell | AFLAC INC | $239,000 | -8.8% | 4,555 | -4.7% | 0.06% | -7.8% |
| UNP | Sell | UNION PACIFIC CORP | $234,000 | -20.1% | 1,453 | -16.0% | 0.06% | -20.8% |
| GIS | Buy | GENERAL MLS INC | $227,000 | +5.1% | 4,174 | +1.3% | 0.06% | +5.7% |
| DE | DEERE & CO | $225,000 | +3.2% | 1,314 | 0.0% | 0.06% | +3.8% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $222,000 | -37.8% | 5,023 | -37.9% | 0.05% | -37.9% |
| VIG | VANGUARD GROUPdiv app etf | $222,000 | +3.7% | 1,862 | 0.0% | 0.05% | +3.8% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $208,000 | -2.8% | 5,567 | -2.1% | 0.05% | -1.9% |
| HYG | New | ISHARES TRiboxx hi yd etf | $209,000 | – | 2,410 | +100.0% | 0.05% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $209,000 | +0.5% | 7,566 | +5.1% | 0.05% | 0.0% |
| CMI | Buy | CUMMINS INC | $205,000 | -3.8% | 1,262 | +1.4% | 0.05% | -3.8% |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $205,000 | – | 4,870 | +100.0% | 0.05% | – |
| FRA | Sell | BLACKROCK FLOAT RATE OME STR | $151,000 | -12.7% | 12,106 | -10.4% | 0.04% | -11.9% |
| GLUU | Buy | GLU MOBILE INC | $140,000 | -21.3% | 25,511 | +3.0% | 0.03% | -22.7% |
| TEI | TEMPLETON EMERG MKTS INCOME | $111,000 | -12.6% | 12,380 | 0.0% | 0.03% | -12.9% | |
| NVTRQ | New | NUVECTRA CORP | $29,000 | – | 20,000 | +100.0% | 0.01% | – |
| WTRH | New | WAITR HLDGS INC | $25,000 | – | 21,440 | +100.0% | 0.01% | – |
| DNRCQ | Sell | DENBURY RES INC | $13,000 | -13.3% | 11,500 | -6.1% | 0.00% | -25.0% |
| NSL | Exit | NUVEEN SR INCOME FD | $0 | – | -16,450 | -100.0% | -0.02% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -3,310 | -100.0% | -0.05% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -4,765 | -100.0% | -0.05% | – |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -9,784 | -100.0% | -0.05% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -3,879 | -100.0% | -0.07% | – |
| VMW | Exit | VMWARE INC | $0 | – | -1,780 | -100.0% | -0.07% | – |
| XOP | Exit | SPDR SERIES TRUSTs&p oilgas exp | $0 | – | -13,157 | -100.0% | -0.09% | – |
| EMN | Exit | EASTMAN CHEMICAL CO | $0 | – | -6,739 | -100.0% | -0.13% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -14,117 | -100.0% | -0.17% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -37,106 | -100.0% | -0.39% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -10,259 | -100.0% | -0.41% | – |
| DOW | Exit | DOW INC | $0 | – | -96,260 | -100.0% | -1.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-05
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.