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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
101 PROSHARES TR 342,946 18,632 8.07%
102 QUALCOMM INC 117,841 8,072 3.50%
103 ROYAL BK SCOTLAND GROUP PLC 16,850 423 0.18%
104 ROYAL BK SCOTLAND GROUP PLC 50,200 1,278 0.55%
105 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 37,525 950 0.41%
106 SCHLUMBERGER LTD 9,467 744 0.32%
107 SCHWAB U.S. MID-CAP ETF 34,107 1,484 0.64%
108 SCHWAB US DIVIDEND EQUITY ETF 81,927 3,466 1.50%
109 SELECT SECTOR SPDR TR 8,802 421 0.18%
110 SELECT SECTOR SPDR TR 12,525 242 0.10%
111 SELECT SECTOR SPDR TR 2,869 207 0.09%
112 SOUTHERN CO 24,398 1,252 0.54%
113 SPDR GOLD TR 2,827 355 0.15%
114 SPDR S&P 500 ETF TR 19,824 4,288 1.86%
115 SPDR S&P MIDCAP 400 ETF TR 1,962 554 0.24%
116 SPDR SER TR 2,669 225 0.10%
117 STAGE STORES INC 13,213 74 0.03%
118 STARBUCKS CORP 4,279 232 0.10%
119 SYSCO CORP 100,805 4,940 2.14%
120 TARGET CORP 20,155 1,384 0.60%
121 TEMPLETON EMERGING COM 38,161 420 0.18%
122 TEXAS INSTRS INC 16,453 1,155 0.50%
123 THERMO FISHER SCIENTIFIC INC 1,452 231 0.10%
124 TWENTY FIRST CENTY FOX INC 22,360 542 0.23%
125 TYSON FOODS INC 21,819 1,629 0.71%
126 UNION PAC CORP 5,559 542 0.23%
127 UNITED PARCEL SERVICE INC 1,901 208 0.09%
128 UNITED TECHNOLOGIES CORP 7,365 748 0.32%
129 UNITEDHEALTH GROUP INC 22,625 3,168 1.37%
130 US BANCORP DEL 5,200 223 0.10%
131 VANGUARD INDEX FDS 29,565 3,291 1.43%
132 VANGUARD INDEX FDS 70,356 7,900 3.42%
133 VANGUARD INDEX FDS 10,349 1,340 0.58%
134 VANGUARD SPECIALIZED FUNDS 11,750 986 0.43%
135 VANGUARD WHITEHALL FDS 6,480 467 0.20%
136 VERIZON COMMUNICATIONS INC 63,926 3,323 1.44%
137 VISA INC 3,457 286 0.12%
138 VMWARE INC 7,370 541 0.23%
139 WAL-MART STORES INC 9,288 670 0.29%
140 WALGREENS BOOTS ALLIANCE INC 2,482 200 0.09%
141 WEC ENERGY GROUP INC 20,791 1,245 0.54%
142 WELLS FARGO & CO NEW 38,408 1,701 0.74%
143 WESTERN ASSET INTER MUNI FD 103,256 1,089 0.47%
144 WINDTREE THERAPEUTICS INC 13,000 33 0.01%
145 WISDOMTREE TR 3,821 298 0.13%
146 WYNDHAM WORLDWIDE CORP 11,167 752 0.33%
147 ZIMMER BIOMET HLDGS INC 3,356 436 0.19%
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