Managing Partner

0001606587-16-000434.txt : 20160211 0001606587-16-000434.hdr.sgml : 20160211 20160211122627 ACCESSION NUMBER: 0001606587-16-000434 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160211 DATE AS OF CHANGE: 20160211 EFFECTIVENESS DATE: 20160211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001632283 IRS NUMBER: 463636065 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16495 FILM NUMBER: 161409905 BUSINESS ADDRESS: STREET 1: P.O. BOX 53007 CITY: LAFAYETTE STATE: LA ZIP: 70505 BUSINESS PHONE: 337.232.1141 MAIL ADDRESS: STREET 1: P.O. BOX 53007 CITY: LAFAYETTE STATE: LA ZIP: 70505 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001632283 XXXXXXXX 12-31-2015 12-31-2015 false Summit Financial Wealth Advisors, LLC

P.O. Box 53007 Lafayette LA 70505

13F HOLDINGS REPORT 028-16495 N David Daniel Managing Partner 337.232.1141 David Daniel Lafayette LA 02-01-2016 0 124 218509 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE GREENHUNTER RES INC COM 39530A104 3 30750 SH SOLE NONE 0 0 30750 ION GEOPHYSICAL CORP COM 462044108 14 28400 SH SOLE NONE 0 0 28400 ENERGY XXI LTD USD UNRS SHS G10082140 36 35350 SH SOLE NONE 0 0 35350 STONE ENERGY CORP COM 861642106 44 10165 SH SOLE NONE 0 0 10165 REGIONS FINL CORP NEW COM 7591EP100 111 11560 SH SOLE NONE 0 0 11560 WESTERN ASSET EMRG MKT DEBT COM 95766A101 156 11350 SH SOLE NONE 0 0 11350 INVESCO ADVANTAGE MUNICIPAL SH BEN INT 46132E103 179 15196 SH SOLE NONE 0 0 15196 ISHARES TR SELECT DIVID ETF 464287168 201 2271 SH SOLE NONE 0 0 2271 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 205 9500 SH SOLE NONE 0 0 9500 VANGUARD INDEX FDS TOTAL STK MKT 922908769 212 1994 SH SOLE NONE 0 0 1994 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 216 3004 SH SOLE NONE 0 0 3004 MCCORMICK & CO INC COM NON VTG 579780206 222 2596 SH SOLE NONE 0 0 2596 ISHARES TR S&P 500 GRWT ETF 464287309 228 1972 SH SOLE NONE 0 0 1972 UNITED CONTL HLDGS INC COM 910047109 229 4000 SH SOLE NONE 0 0 4000 OIL STS INTL INC COM 678026105 237 8700 SH SOLE NONE 0 0 8700 CVS HEALTH CORP COM 126650100 249 2544 SH SOLE NONE 0 0 2544 MASTERCARD INC CL A 57636Q104 254 2607 SH SOLE NONE 0 0 2607 SPDR SERIES TRUST S&P DIVID ETF 78464A763 263 3571 SH SOLE NONE 0 0 3571 AMGEN INC S&P DIVID ETF 78464A763 267 1645 SH SOLE NONE 0 0 1645 ISHARES TR IBOXX INV CP ETF 464287242 288 2530 SH SOLE NONE 0 0 2530 WALGREENS BOOTS ALLIANCE INC COM 931427108 314 3682 SH SOLE NONE 0 0 3682 US BANCORP DEL COM NEW 902973304 317 7437 SH SOLE NONE 0 0 7437 ALLERGAN PLC SHS G0177J108 327 1047 SH SOLE NONE 0 0 1047 WISDOMTREE TR TOTAL DIVID FD 97717W109 337 4698 SH SOLE NONE 0 0 4698 CATERPILLAR INC DEL COM 149123101 349 5136 SH SOLE NONE 0 0 5136 CITIGROUP INC COM NEW 172967424 352 6801 SH SOLE NONE 0 0 6801 NOVO-NORDISK A S ADR 670100205 354 6097 SH SOLE NONE 0 0 6097 MERCK & CO INC NEW COM 58933Y105 355 6716 SH SOLE NONE 0 0 6716 CUMMINS INC COM 231021106 385 4376 SH SOLE NONE 0 0 4376 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 410 21800 SH SOLE NONE 0 0 21800 INVESCO TR INVT GRADE MUNS COM 46133G107 429 32200 SH SOLE NONE 0 0 32200 DOW CHEM CO COM 260543103 433 8410 SH SOLE NONE 0 0 8410 DEERE & CO COM 244199105 435 5700 SH SOLE NONE 0 0 5700 BECTON DICKINSON & CO COM 075887109 447 2900 SH SOLE NONE 0 0 2900 INTL PAPER CO COM 460146103 448 11888 SH SOLE NONE 0 0 11888 CENTURYLINK INC COM 156700106 449 17861 SH SOLE NONE 0 0 17861 CONOCOPHILLIPS COM 20825C104 466 9973 SH SOLE NONE 0 0 9973 ISHARES GRWT ALLOCAT ETF 464289867 469 12055 SH SOLE NONE 0 0 12055 ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 473 18950 SH SOLE NONE 0 0 18950 PIMCO DYNAMIC INCOME FD SHS 72201Y101 473 17300 SH SOLE NONE 0 0 17300 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 484 4327 SH SOLE NONE 0 0 4327 BANK AMER CORP COM 060505104 500 29699 SH SOLE NONE 0 0 29699 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 501 7506 SH SOLE NONE 0 0 7506 UNION PAC CORP COM 907818108 512 6542 SH SOLE NONE 0 0 6542 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 517 2037 SH SOLE NONE 0 0 2037 ISHARES TR RUS 2000 GRW ETF 464287648 532 4720 SH SOLE NONE 0 0 4720 EATON VANCE LTD DUR INCOME F COM 27828H105 533 41750 SH SOLE NONE 0 0 41750 NUVEEN AMT-FREE MUN INCOME F COM 670657105 537 38800 SH SOLE NONE 0 0 38800 CISCO SYS INC COM 17275R102 544 20017 SH SOLE NONE 0 0 20017 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 549 23025 SH SOLE NONE 0 0 23025 ISHARES TR SELECT DIVID ETF 464287168 553 7365 SH SOLE NONE 0 0 7365 EATON CORP PLC SHS G29183103 554 10637 SH SOLE NONE 0 0 10637 IBERIABANK CORP COM 450828108 578 10502 SH SOLE NONE 0 0 10502 SCHLUMBERGER LTD COM 806857108 586 8395 SH SOLE NONE 0 0 8395 HALLIBURTON CO COM 406216101 586 17225 SH SOLE NONE 0 0 17225 ISHARES MODERT ALLOC ETF 464289875 587 17225 SH SOLE NONE 0 0 17225 FORD MTR CO DEL COM PAR $0.01 345370860 588 41747 SH SOLE NONE 0 0 41747 JOHNSON & JOHNSON COM 478160104 606 5899 SH SOLE NONE 0 0 5899 INVESCO LTD SHS G491BT108 644 19246 SH SOLE NONE 0 0 19246 OCCIDENTAL PETE CORP DEL COM 674599105 645 9538 SH SOLE NONE 0 0 9538 EASTMAN CHEM CO COM 277432100 655 9706 SH SOLE NONE 0 0 9706 PFIZER INC COM 717081103 669 20731 SH SOLE NONE 0 0 20731 ALTRIA GROUP INC COM 02209S103 701 12045 SH SOLE NONE 0 0 12045 NUVEEN PREM INCOME MUN FD 4 COM 6706K4105 714 53331 SH SOLE NONE 0 0 53331 DEUTSCHE MUN INCOME COM 25160C106 799 59300 SH SOLE NONE 0 0 59300 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 801 31525 SH SOLE NONE 0 0 31525 FLOWERS FOODS INC COM 343498101 946 44000 SH SOLE NONE 0 0 44000 WESTERN ASSET INTM MUNI FD I SHS BEN INT 957664105 970 94956 SH SOLE NONE 0 0 94956 OMNICOM GROUP INC COM 681919106 971 12833 SH SOLE NONE 0 0 12833 WEC ENERGY GROUP INC COM 92939U106 981 19128 SH SOLE NONE 0 0 19128 PROCTER & GAMBLE CO COM 742718109 1004 12642 SH SOLE NONE 0 0 12642 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1031 24072 SH SOLE NONE 0 0 24072 HOME BANCORP INC SPON ADR NEW 404280406 1050 40400 SH SOLE NONE 0 0 40400 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1056 13575 SH SOLE NONE 0 0 13575 JPMORGAN CHASE & CO COM 46625H100 1060 16048 SH SOLE NONE 0 0 16048 TEXAS INSTRS INC COM 882508104 1076 19635 SH SOLE NONE 0 0 19635 WAL-MART STORES INC COM 931142103 1130 18439 SH SOLE NONE 0 0 18439 TARGET CORP COM 87612E106 1200 16533 SH SOLE NONE 0 0 16533 MCDONALDS CORP COM 580135101 1201 10170 SH SOLE NONE 0 0 10170 WELLS FARGO & CO NEW COM 949746101 1278 23511 SH SOLE NONE 0 0 23511 INTERNATIONAL BUSINESS MACHS COM 459200101 1299 9439 SH SOLE NONE 0 0 9439 EATON VANCE TAX ADVT DIV INC COM 27828G107 1407 72740 SH SOLE NONE 0 0 72740 TEMPLETON EMERG MKTS INCOME COM 880192109 1458 146190 SH SOLE NONE 0 0 146190 INVESCO MUN OPPORTUNITY TR COM 46132C107 1546 117375 SH SOLE NONE 0 0 117375 ROYAL BK SCOTLAND GROUP PLC SPON ADR SER H 780097879 1586 61400 SH SOLE NONE 0 0 61400 MICROSOFT CORP COM 594918104 1636 29494 SH SOLE NONE 0 0 29494 SOUTHERN CO COM 842587107 1788 38220 SH SOLE NONE 0 0 38220 DU PONT E I DE NEMOURS & CO COM 263534109 1885 28298 SH SOLE NONE 0 0 28298 GARMIN LTD SHS H2906T109 1890 50845 SH SOLE NONE 0 0 50845 BAXTER INTL INC COM 071813109 1950 51109 SH SOLE NONE 0 0 51109 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2075 51785 SH SOLE NONE 0 0 51785 NUVEEN MUN VALUE FD INC COM 670928100 2113 207581 SH SOLE NONE 0 0 207581 CINCINNATI FINL CORP COM 172062101 2375 40145 SH SOLE NONE 0 0 40145 APPLE INC COM 037833100 2496 23715 SH SOLE NONE 0 0 23715 CLOROX CO DEL COM 189054109 2566 20229 SH SOLE NONE 0 0 20229 PHILIP MORRIS INTL INC COM 718172109 2575 29291 SH SOLE NONE 0 0 29291 CHEVRON CORP NEW COM 166764100 2590 28793 SH SOLE NONE 0 0 28793 INTEL CORP COM 458140100 2628 76295 SH SOLE NONE 0 0 76295 KIMBERLY CLARK CORP COM 494368103 2735 21481 SH SOLE NONE 0 0 21481 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3052 23114 SH SOLE NONE 0 0 23114 GENERAL ELECTRIC CO COM 369604103 3119 100141 SH SOLE NONE 0 0 100141 BRISTOL MYERS SQUIBB CO COM 110122108 3137 45601 SH SOLE NONE 0 0 45601 UNITEDHEALTH GROUP INC COM 91324P102 3241 27549 SH SOLE NONE 0 0 27549 ABBVIE INC COM 00287Y109 3342 56421 SH SOLE NONE 0 0 56421 ISHARES TR U.S. PFD STK ETF 464288687 3469 89290 SH SOLE NONE 0 0 89290 EXXON MOBIL CORP COM 30231G102 3486 44715 SH SOLE NONE 0 0 44715 FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 33738R100 3618 197250 SH SOLE NONE 0 0 197250 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3945 102299 SH SOLE NONE 0 0 102299 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 4132 260368 SH SOLE NONE 0 0 260368 SPDR S&P 500 ETF TR TR UNIT 78462F103 4283 21008 SH SOLE NONE 0 0 21008 VERIZON COMMUNICATIONS INC COM 92343V104 4320 93469 SH SOLE NONE 0 0 93469 ILLINOIS TOOL WKS INC COM 452308109 4349 46930 SH SOLE NONE 0 0 46930 BANK NEW YORK MELLON CORP COM 064058100 4626 112233 SH SOLE NONE 0 0 112233 ALLSTATE CORP COM 020002101 4745 76423 SH SOLE NONE 0 0 76423 SYSCO CORP COM 871829107 5034 122790 SH SOLE NONE 0 0 122790 JOHNSON CTLS INC COM 478366107 5356 135636 SH SOLE NONE 0 0 135636 3M CO COM 88579Y101 5710 37908 SH SOLE NONE 0 0 37908 AT&T INC COM 00206R102 5941 172642 SH SOLE NONE 0 0 172642 PEPSICO INC COM 713448108 6067 60714 SH SOLE NONE 0 0 60714 QUALCOMM INC COM 747525103 6274 125510 SH SOLE NONE 0 0 125510 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8782 84195 SH SOLE NONE 0 0 84195 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 10800 249644 SH SOLE NONE 0 0 249644 ALPS ETF TR SECTR DIV DOGS 00162Q858 11475 322784 SH SOLE NONE 0 0 322784 PROSHARES TR S&P 500 DV ARIST 74348A467 15543 315083 SH SOLE NONE 0 0 315083