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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 : 15     View All Holdings Currently Viewing:  New 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
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... New $0.00 $52,109,000 1,513,047 % 52,109,000 1,513,047 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) New $128.66 $1,272,000 9,910 % 1,272,000 9,910 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc New $312.86 $634,000 2,230 % 634,000 2,230 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co New $771.55 $586,000 753 % 586,000 753 0    N/A
   (EME)1 Year Chart         EME Emcor Group Inc New $382.28 $518,000 1,480 % 518,000 1,480 0    N/A
   (NVS)1 Year Chart         NVS Novartis AG (ADR) New $100.21 $294,000 3,038 % 294,000 3,038 0    N/A
   (O)1 Year Chart         O Realty Income Corp New $54.63 $278,000 5,139 % 278,000 5,139 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B New $408.82 $256,000 609 % 256,000 609 0    N/A
   (GIS)1 Year Chart         GIS General Mills Inc New $70.26 $248,000 3,550 % 248,000 3,550 0    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust New $48.27 $233,000 4,732 % 233,000 4,732 0    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co New $115.59 $227,000 2,000 % 227,000 2,000 0    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR New $547.97 $214,000 385 % 214,000 385 0    N/A
   (PSX)1 Year Chart         PSX Phillips 66 New $147.72 $214,000 1,312 % 214,000 1,312 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf New $478.15 $213,000 442 % 213,000 442 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US New $114.39 $203,000 1,761 % 203,000 1,761 0    N/A
      15 Records Found
  1    
Page 1 of 1
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