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  Name: Summit Financial Wealth Advisors LLC
  City: Lafayette
  State: LA
  Zip: 70505
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $493,639,000
  Total Value Change : $52,914,000
  Securities Held Change : 5
   
All Securities Held : 133
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 21     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $170.29 $1,299,000 8,530 % 97,000 0 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $512.81 $1,242,000 2,511 % -80,000 0 0    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf - $79.78 $961,000 11,805 % 72,000 0 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc - $187.05 $781,000 4,484 % 17,000 0 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... - $106.80 $751,000 6,982 % -6,000 0 0    N/A
   (WM)1 Year Chart         WM Waste Management Inc - $211.49 $529,000 2,483 % 84,000 0 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP - $120.62 $514,000 3,912 % 2,000 0 0    N/A
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... - $55.29 $472,000 8,480 % 21,000 0 0    N/A
   (COP)1 Year Chart         COP ConocoPhillips - $121.91 $464,000 3,646 % 41,000 0 0    N/A
   (MA)1 Year Chart         MA MasterCard Inc A - $456.98 $420,000 872 % 48,000 0 0    N/A
   (OBNK)1 Year Chart         OBNK Origin Bancorp Inc - $33.15 $413,000 13,217 % -57,000 0 0    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp - $58.44 $323,000 5,610 % 31,000 0 0    N/A
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP - $15.94 $315,000 20,001 % 39,000 0 0    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... - $0.00 $303,000 2,880 % 14,000 0 0    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc - $86.08 $291,000 3,390 % 11,000 0 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc - $434.39 $282,000 608 % 32,000 0 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $247.40 $234,000 950 % 1,000 0 0    N/A
   (SFNC)1 Year Chart         SFNC Simmons First National Corp - $17.94 $226,000 11,590 % -4,000 0 0    N/A
   (AROC)1 Year Chart         AROC Archrock Inc - $20.18 $197,000 10,000 % 43,000 0 0    N/A
   (GEL)1 Year Chart         GEL Genesis Energy LP - $13.03 $187,000 16,813 % -8,000 0 0    N/A
   (TELL)1 Year Chart         TELL Tellurian Inc - $0.42 $24,000 36,035 % -3,000 0 0    N/A
      21 Records Found
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Page 1 of 1
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