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| Name: |
Summit Financial Wealth Advisors LLC |
| City: |
Lafayette |
| State: |
LA |
| Zip: |
70505 |
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data |
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Filing Period: |
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| Holdings
Found :
21 |
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Menu
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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 |
Alphabet Inc |
46 |
- |
$170.29 |
$1,299,000 |
8,530 |
0.26% |
97,000 |
0 |
0 |
Search Engines & Info... |
|
|
UNH |
Unitedhealth Group Inc |
50 |
- |
$512.81 |
$1,242,000 |
2,511 |
0.25% |
-80,000 |
0 |
0 |
Health Care Plans |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
55 |
- |
$79.78 |
$961,000 |
11,805 |
0.19% |
72,000 |
0 |
0.009 |
N/A |
|
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TXN |
Texas Instruments Inc |
63 |
- |
$187.05 |
$781,000 |
4,484 |
0.16% |
17,000 |
0 |
0 |
Semiconductor- Broad... |
|
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MUB |
iShares S&P National Munici... |
65 |
- |
$106.80 |
$751,000 |
6,982 |
0.15% |
-6,000 |
0 |
0 |
Closed - End Fund - E... |
|
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WM |
Waste Management Inc |
78 |
- |
$211.49 |
$529,000 |
2,483 |
0.11% |
84,000 |
0 |
0.001 |
Waste Management |
|
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BX |
Blackstone Group LP |
81 |
- |
$120.62 |
$514,000 |
3,912 |
0.1% |
2,000 |
0 |
0.001 |
Asset Management |
|
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AOR |
iShares Core Growth Allocat... |
83 |
- |
$55.29 |
$472,000 |
8,480 |
0.1% |
21,000 |
0 |
0.029 |
Closed - End Fund - Debt |
|
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COP |
ConocoPhillips |
85 |
- |
$121.91 |
$464,000 |
3,646 |
0.09% |
41,000 |
0 |
0 |
Integrated Oil & Gas |
|
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MA |
MasterCard Inc A |
90 |
- |
$456.98 |
$420,000 |
872 |
0.09% |
48,000 |
0 |
0 |
Business Services |
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OBNK |
Origin Bancorp Inc |
91 |
- |
$33.15 |
$413,000 |
13,217 |
0.08% |
-57,000 |
0 |
0.056 |
N/A |
|
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BK |
Bank of New York Mellon Corp |
98 |
- |
$58.44 |
$323,000 |
5,610 |
0.07% |
31,000 |
0 |
0.001 |
Domestic Money Center... |
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ETE |
Energy Transfer Equity LP |
100 |
- |
$15.94 |
$315,000 |
20,001 |
0.06% |
39,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
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ACWV |
Ishares Msci All Country Wo... |
101 |
- |
$0.00 |
$303,000 |
2,880 |
0.06% |
14,000 |
0 |
0.005 |
N/A |
|
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AFL |
AFLAC Inc |
105 |
- |
$86.08 |
$291,000 |
3,390 |
0.06% |
11,000 |
0 |
0 |
Life & Health Insurance |
|
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LIN |
Linde Plc |
107 |
- |
$434.39 |
$282,000 |
608 |
0.06% |
32,000 |
0 |
0.001 |
N/A |
|
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UNP |
Union Pacific Corp |
119 |
- |
$247.40 |
$234,000 |
950 |
0.05% |
1,000 |
0 |
0.066 |
Railroads |
|
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SFNC |
Simmons First National Corp |
125 |
- |
$17.94 |
$226,000 |
11,590 |
0.05% |
-4,000 |
0 |
0.011 |
Domestic Regional Banks |
|
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AROC |
Archrock Inc |
131 |
- |
$20.18 |
$197,000 |
10,000 |
0.04% |
43,000 |
0 |
0.006 |
Oil & Gas Equipment &... |
|
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GEL |
Genesis Energy LP |
132 |
- |
$13.03 |
$187,000 |
16,813 |
0.04% |
-8,000 |
0 |
0.014 |
Oil & Gas Pipelines &... |
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TELL |
Tellurian Inc |
133 |
- |
$0.42 |
$24,000 |
36,035 |
0% |
-3,000 |
0 |
0.011 |
Independent Oil & Gas |
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