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Institutional Investment Manager
Summit Financial Wealth Advisors, LLC
Summit Financial Wealth Advisors, LLC (CIK: 0001632283) incorporated in Delaware, located at P.O. Box 53007, Lafayette, LA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001606587-16-000769) filed in 2016.10.05
#
Name
Shares
Value ($)
%
Options
Notes
1 3M CO 27,309 4,813 2.08%
2 ABBVIE INC 54,289 3,424 1.48%
3 ACTIVISION BLIZZARD INC 15,798 700 0.30%
4 AFLAC INC 12,650 909 0.39%
5 ALLERGAN PLC 884 204 0.09%
6 ALLSTATE CORP 56,323 3,896 1.69%
7 ALPS ETF TR 39,325 499 0.22%
8 ALTRIA GROUP INC 12,546 793 0.34%
9 AMGEN INC 1,845 308 0.13%
10 ANTHEM INC 13,282 1,664 0.72%
11 APPLE INC 15,541 1,757 0.76%
12 AT&T INC 158,670 6,444 2.79%
13 BANK AMER CORP 19,827 310 0.13%
14 BANK NEW YORK MELLON CORP 80,613 3,215 1.39%
15 BAXTER INTL INC 14,015 667 0.29%
16 BERKSHIRE HATHAWAY INC DEL 17,907 2,587 1.12%
17 BLACKROCK MUN 2030 TAR TERM 10,000 243 0.11%
18 BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 10,022 172 0.07%
19 BRISTOL MYERS SQUIBB CO 53,864 2,904 1.26%
20 BUCKEYE PARTNERS L P 14,400 1,031 0.45%
21 CATERPILLAR INC 4,318 383 0.17%
22 CHEVRON CORP NEW 28,466 2,930 1.27%
23 CINCINNATI FINL CORP 38,080 2,872 1.24%
24 CISCO SYS INC 110,808 3,515 1.52%
25 CITIGROUPINC 6,320 298 0.13%
26 CLOROX CO DEL 19,639 2,458 1.06%
27 COGNIZANT TECHNOLOGY SOLUTIO 5,041 241 0.10%
28 CUMMINS INC 3,687 472 0.20%
29 CVS HEALTH CORP 5,918 527 0.23%
30 DANAHER CORP DEL 7,428 582 0.25%
31 DEERE & CO 4,926 420 0.18%
32 DELTA AIRLINES INC DEL 17,591 692 0.30%
33 DEUTSCHE MUNICIPAL 72,250 1,018 0.44%
34 DISNEY WALT CO 2,175 202 0.09%
35 DOW CHEM CO 64,936 3,366 1.46%
36 DU PONT E I DE NEMOURS & CO 4,480 300 0.13%
37 EASTMAN CHEM CO 8,405 569 0.25%
38 EATON CORP PLC 17,392 1,143 0.50%
39 EATON VANCE LTD DURATION INC 18,600 255 0.11%
40 EMERSON ELEC CO 11,262 614 0.27%
41 ENTERGY CORP NEW 4,655 357 0.15%
42 EXXON MOBIL CORP 44,016 3,842 1.66%
43 FACEBOOK INC 2,279 292 0.13%
44 FIRST TR EXCHANGE TRADED FD 108,875 2,059 0.89%
45 FIRST TR LRGE CP CORE ALPHA 98,805 4,618 2.00%
46 FLOWERS FOODS INC 10,000 151 0.07%
47 FORD MTR CO DEL 248,321 2,997 1.30%
48 GARMIN LTD 53,845 2,590 1.12%
49 GENERAL ELECTRIC CO 98,201 2,909 1.26%
50 GENERAL MTRS CO 20,536 652 0.28%
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