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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
51 GOVERNMENT PPTYS INCOME TR 174,640 3,950 1.71%
52 HALLIBURTON CO 15,580 699 0.30%
53 HARTE-HANKS INC 50,000 81 0.04%
54 HEWLETT PACKARD ENTERPRISE C 31,205 710 0.31%
55 HOME BANCORP INC 36,393 1,019 0.44%
56 IBERIABANK CORP COM 9,547 641 0.28%
57 ILLINOIS TOOL WKS INC 38,422 4,604 1.99%
58 INTEL CORP 101,041 3,814 1.65%
59 INTERNATIONAL BUSINESS MACHS 6,916 1,099 0.48%
60 INTL PAPER CO 18,752 900 0.39%
61 INVESCO ADVANTAGE MUN INCOME 11,473 141 0.06%
62 INVESCO LTD 16,897 528 0.23%
63 INVESCO MUN OPPORTUNITY TR 116,775 1,664 0.72%
64 INVESCO TR INVT GRADE MUNS 42,200 595 0.26%
65 ISHARES TR 1,640 205 0.09%
66 ISHARES TR 12,262 505 0.22%
67 ISHARES TR 1,522 202 0.09%
68 ISHARES TR 3,056 248 0.11%
69 ISHARES TR 17,225 622 0.27%
70 ISHARES TR 2,271 216 0.09%
71 ISHARES TR 2,230 275 0.12%
72 ISHARES TR 337,394 13,327 5.77%
73 ISHARES TR 4,415 378 0.16%
74 ISHARES TR 1,920 238 0.10%
75 ISHARES TR 1,972 240 0.10%
76 JOHNSON & JOHNSON 4,896 578 0.25%
77 JPMORGAN CHASE & CO 31,782 2,116 0.92%
78 KIMBERLY CLARK CORP 19,674 2,482 1.08%
79 LUMEN TECHNOLOGIES INC 11,729 322 0.14%
80 MAINSTAY MACKAY DEFINEDTERM FD COM 25,850 526 0.23%
81 MCDONALDS CORP 9,165 1,057 0.46%
82 MERCK & CO INC 12,089 754 0.33%
83 METLIFE INC 15,589 693 0.30%
84 MICROSOFT CORP 26,053 1,501 0.65%
85 NOVO-NORDISK A S 6,000 250 0.11%
86 NUVEEN AMT FREE QLTY MUN INC 61,021 891 0.39%
87 NUVEEN MUN VALUE FD INC 210,231 2,226 0.96%
88 NUVEEN MUNICIPAL CREDIT INC 51,450 810 0.35%
89 OCCIDENTAL PETE CORP DEL 12,212 891 0.39%
90 OIL STS INTL INC 8,700 275 0.12%
91 ONEOK PARTNERS LP 6,431 257 0.11%
92 PEPSICO INC 42,583 4,632 2.01%
93 PETROQUEST ENERGY INC 25,000 87 0.04%
94 PFIZER INC 62,656 2,122 0.92%
95 PHILIP MORRIS INTL INC 30,957 3,010 1.30%
96 PIMCO DYNAMIC INCOME FD 9,900 282 0.12%
97 POWERSHARES ETF TR II 103,760 4,037 1.75%
98 POWERSHARES QQQ TRUST 2,922 347 0.15%
99 PROCTER AND GAMBLE CO 11,620 1,043 0.45%
100 PROSHARES TR 7,289 277 0.12%
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