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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 PROSHARES TR 342,946 18,632 8.07%
2 ISHARES TR 337,394 13,327 5.77%
3 FORD MTR CO DEL 248,321 2,997 1.30%
4 NUVEEN MUN VALUE FD INC 210,231 2,226 0.96%
5 GOVERNMENT PPTYS INCOME TR 174,640 3,950 1.71%
6 AT&T INC 158,670 6,444 2.79%
7 QUALCOMM INC 117,841 8,072 3.50%
8 INVESCO MUN OPPORTUNITY TR 116,775 1,664 0.72%
9 CISCO SYS INC 110,808 3,515 1.52%
10 FIRST TR EXCHANGE TRADED FD 108,875 2,059 0.89%
11 POWERSHARES ETF TR II 103,760 4,037 1.75%
12 WESTERN ASSET INTER MUNI FD 103,256 1,089 0.47%
13 INTEL CORP 101,041 3,814 1.65%
14 SYSCO CORP 100,805 4,940 2.14%
15 FIRST TR LRGE CP CORE ALPHA 98,805 4,618 2.00%
16 GENERAL ELECTRIC CO 98,201 2,909 1.26%
17 SCHWAB US DIVIDEND EQUITY ETF 81,927 3,466 1.50%
18 BANK NEW YORK MELLON CORP 80,613 3,215 1.39%
19 DEUTSCHE MUNICIPAL 72,250 1,018 0.44%
20 VANGUARD INDEX FDS 70,356 7,900 3.42%
21 DOW CHEM CO 64,936 3,366 1.46%
22 VERIZON COMMUNICATIONS INC 63,926 3,323 1.44%
23 PFIZER INC 62,656 2,122 0.92%
24 NUVEEN AMT FREE QLTY MUN INC 61,021 891 0.39%
25 ALLSTATE CORP 56,323 3,896 1.69%
26 ABBVIE INC 54,289 3,424 1.48%
27 BRISTOL MYERS SQUIBB CO 53,864 2,904 1.26%
28 GARMIN LTD 53,845 2,590 1.12%
29 NUVEEN MUNICIPAL CREDIT INC 51,450 810 0.35%
30 ROYAL BK SCOTLAND GROUP PLC 50,200 1,278 0.55%
31 HARTE-HANKS INC 50,000 81 0.04%
32 EXXON MOBIL CORP 44,016 3,842 1.66%
33 PEPSICO INC 42,583 4,632 2.01%
34 INVESCO TR INVT GRADE MUNS 42,200 595 0.26%
35 ALPS ETF TR 39,325 499 0.22%
36 ILLINOIS TOOL WKS INC 38,422 4,604 1.99%
37 WELLS FARGO & CO NEW 38,408 1,701 0.74%
38 TEMPLETON EMERGING COM 38,161 420 0.18%
39 CINCINNATI FINL CORP 38,080 2,872 1.24%
40 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 37,525 950 0.41%
41 HOME BANCORP INC 36,393 1,019 0.44%
42 SCHWAB U.S. MID-CAP ETF 34,107 1,484 0.64%
43 JPMORGAN CHASE & CO 31,782 2,116 0.92%
44 HEWLETT PACKARD ENTERPRISE C 31,205 710 0.31%
45 PHILIP MORRIS INTL INC 30,957 3,010 1.30%
46 VANGUARD INDEX FDS 29,565 3,291 1.43%
47 CHEVRON CORP NEW 28,466 2,930 1.27%
48 3M CO 27,309 4,813 2.08%
49 MICROSOFT CORP 26,053 1,501 0.65%
50 MAINSTAY MACKAY DEFINEDTERM FD COM 25,850 526 0.23%
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