0001606587-17-000629.txt : 20171106
0001606587-17-000629.hdr.sgml : 20171106
20171106094750
ACCESSION NUMBER: 0001606587-17-000629
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171106
DATE AS OF CHANGE: 20171106
EFFECTIVENESS DATE: 20171106
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: 171178502
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
09-30-2017
09-30-2017
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
11-03-2017
0
138
274982
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
PROSHARES TR
S&P 500 DV ARIST
74348A467
25264
424961
SH
SOLE
NONE
0
0
424961
ISHARES TR
S&P US PFD STK
464288687
20883
538074
SH
SOLE
NONE
0
0
538074
VANGUARD INDEX FDS
GROWTH ETF
922908736
15406
116053
SH
SOLE
NONE
0
0
116053
FIRST TR EXCH TRADED FD III
RIVRFRNT DYN EUR
33739P806
12301
190416
SH
SOLE
NONE
0
0
190416
VANGUARD INDEX FDS
MID CAP ETF
922908629
9145
62208
SH
SOLE
NONE
0
0
62208
ABBVIE INC
COM
00287Y109
7314
82308
SH
SOLE
NONE
0
0
82308
DOWDUPONT INC
COM
26078J100
6394
92353
SH
SOLE
NONE
0
0
92353
QUALCOMM INC
COM
747525103
5779
111480
SH
SOLE
NONE
0
0
111480
INTEL CORP
COM
458140100
5625
147723
SH
SOLE
NONE
0
0
147723
AT&T INC
COM
00206R102
5090
129952
SH
SOLE
NONE
0
0
129952
PROSHARES TR
RUSS 2000 DIVD
74347B698
4914
87632
SH
SOLE
NONE
0
0
87632
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
4124
65937
SH
SOLE
NONE
0
0
65937
PHILIP MORRIS INTL INC
COM
718172109
4087
36812
SH
SOLE
NONE
0
0
36812
UNITEDHEALTH GROUP INC
COM
91324P102
4073
20798
SH
SOLE
NONE
0
0
20798
EATON CORP PLC
SHS
G29183103
3960
51571
SH
SOLE
NONE
0
0
51571
BANK NEW YORK MELLON CORP
COM
064058100
3699
69760
SH
SOLE
NONE
0
0
69760
VALERO ENERGY CORP NEW
COM
91913Y100
3558
46254
SH
SOLE
NONE
0
0
46254
ANTHEM INC
COM
036752103
3469
18269
SH
SOLE
NONE
0
0
18269
GARMIN LTD
SHS
H2906T109
3399
62986
SH
SOLE
NONE
0
0
62986
VENTAS INC
COM
92276F100
3338
51256
SH
SOLE
NONE
0
0
51256
INTL PAPER CO
COM
460146103
3290
57901
SH
SOLE
NONE
0
0
57901
ALLSTATE CORP
COM
020002101
3285
35743
SH
SOLE
NONE
0
0
35743
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3281
70110
SH
SOLE
NONE
0
0
70110
SYSCO CORP
COM
871829107
3241
60074
SH
SOLE
NONE
0
0
60074
PEPSICO INC
COM
713448108
3230
28983
SH
SOLE
NONE
0
0
28983
3M CO
COM
88579Y101
3151
15011
SH
SOLE
NONE
0
0
15011
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3087
16842
SH
SOLE
NONE
0
0
16842
JPMORGAN CHASE & CO
COM
46625H100
2964
31038
SH
SOLE
NONE
0
0
31038
AARONS INC
COM PAR $0.50
002535300
2898
66433
SH
SOLE
NONE
0
0
66433
PROSHARES TR
S&P MDCP 400 DIV
74347B680
2859
54648
SH
SOLE
NONE
0
0
54648
PFIZER INC
COM
717081103
2734
76583
SH
SOLE
NONE
0
0
76583
WASTE MGMT INC DEL
COM
94106L109
2607
33310
SH
SOLE
NONE
0
0
33310
UNITED TECHNOLOGIES CORP
COM
913017109
2586
22277
SH
SOLE
NONE
0
0
22277
BRISTOL MYERS SQUIBB CO
COM
110122108
2498
39192
SH
SOLE
NONE
0
0
39192
KIMBERLY CLARK CORP
COM
494368103
2485
21114
SH
SOLE
NONE
0
0
21114
EASTMAN CHEM CO
COM
277432100
2432
26877
SH
SOLE
NONE
0
0
26877
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
2415
24383
SH
SOLE
NONE
0
0
24383
APPLE INC
COM
037833100
2403
15594
SH
SOLE
NONE
0
0
15594
ILLINOIS TOOL WKS INC
COM
452308109
2382
16101
SH
SOLE
NONE
0
0
16101
OWENS CORNING NEW
COM
690742101
2340
30249
SH
SOLE
NONE
0
0
30249
EMERSON ELEC CO
COM
291011104
2322
36956
SH
SOLE
NONE
0
0
36956
DELTA AIR LINES INC DEL
COM NEW
247361702
2261
46896
SH
SOLE
NONE
0
0
46896
TELUS CORP
COM
87971M103
2102
58449
SH
SOLE
NONE
0
0
58449
NUVEEN MUN VALUE FD INC
COM
670928100
2059
201031
SH
SOLE
NONE
0
0
201031
CHEVRON CORP NEW
COM
166764100
1926
16393
SH
SOLE
NONE
0
0
16393
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1697
33856
SH
SOLE
NONE
0
0
33856
LAZARD LTD
SHS A
G54050102
1632
36084
SH
SOLE
NONE
0
0
36084
MICROSOFT CORP
COM
594918104
1603
21518
SH
SOLE
NONE
0
0
21518
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1567
12095
SH
SOLE
NONE
0
0
12095
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
1543
104900
SH
SOLE
NONE
0
0
104900
CLOROX CO DEL
COM
189054109
1539
11670
SH
SOLE
NONE
0
0
11670
WELLS FARGO CO NEW
COM
949746101
1443
26165
SH
SOLE
NONE
0
0
26165
INVESCO MUN OPPORTUNITY TR
COM
46132C107
1430
109925
SH
SOLE
NONE
0
0
109925
VERIZON COMMUNICATIONS INC
COM
92343V104
1393
28140
SH
SOLE
NONE
0
0
28140
BAXTER INTL INC
COM
071813109
1316
20967
SH
SOLE
NONE
0
0
20967
POWERSHARES ETF TR II
PWRSHS SP500 LOW
73937B654
1314
32035
SH
SOLE
NONE
0
0
32035
TEXAS INSTRS INC
COM
882508104
1312
14638
SH
SOLE
NONE
0
0
14638
MAGNA INTL INC
COM
559222401
1290
24165
SH
SOLE
NONE
0
0
24165
ALTRIA GROUP INC
COM
02209S103
1262
19900
SH
SOLE
NONE
0
0
19900
MERCK & CO INC
COM
58933Y105
1193
18632
SH
SOLE
NONE
0
0
18632
DEUTSCHE MUN INCOME
COM
25160C106
1075
84584
SH
SOLE
NONE
0
0
84584
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
1052
69137
SH
SOLE
NONE
0
0
69137
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1041
4143
SH
SOLE
NONE
0
0
4143
GENERAL MTRS CO
COM
37045V100
992
24555
SH
SOLE
NONE
0
0
24555
WYNDHAM WORLDWIDE CORP
COM
98310W108
978
9276
SH
SOLE
NONE
0
0
9276
CENTURYLINK INC
COM
156700106
955
50554
SH
SOLE
NONE
0
0
50554
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
856
9035
SH
SOLE
NONE
0
0
9035
MCDONALDS CORP
COM
580135101
853
5445
SH
SOLE
NONE
0
0
5445
ALPS ETF TR
ALERIAN MLP
00162Q866
849
75627
SH
SOLE
NONE
0
0
75627
WEC ENERGY GROUP INC
COM
92939U106
818
13037
SH
SOLE
NONE
0
0
13037
WAL-MART STORES INC
COM
931142103
816
10445
SH
SOLE
NONE
0
0
10445
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
798
57639
SH
SOLE
NONE
0
0
57639
WESTERN ASSET INTM MUNI FD I
COM
958435109
795
81740
SH
SOLE
NONE
0
0
81740
IBERIABANK CORP
COM
450828108
769
9359
SH
SOLE
NONE
0
0
9359
ROYAL BK SCOTLAND GROUP PLC
SP ADR PREF S
780097739
745
29025
SH
SOLE
NONE
0
0
29025
TARGET CORP
CALL
87612E906
709
12011
SH
SOLE
NONE
0
0
12011
HOME BANCORP INC
COM
43689E107
688
16442
SH
SOLE
NONE
0
0
16442
OCCIDENTAL PETE CORP DEL
COM
674599105
642
10004
SH
SOLE
NONE
0
0
10004
HALLIBURTON CO
COM
406216101
621
13500
SH
SOLE
NONE
0
0
13500
PROCTER AND GAMBLE CO
COM
742718109
604
6643
SH
SOLE
NONE
0
0
6643
EXXON MOBIL CORP
COM
30231G102
583
7107
SH
SOLE
NONE
0
0
7107
ISHARES TR
NATIONAL MUN ETF
464288414
534
4812
SH
SOLE
NONE
0
0
4812
MAINSTAY DEFINEDTERM MN OPP
COM
56064K100
533
26550
SH
SOLE
NONE
0
0
26550
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
493
6087
SH
SOLE
NONE
0
0
6087
CUMMINS INC
COM
231021106
484
2880
SH
SOLE
NONE
0
0
2880
BANK AMER CORP
COM
060505104
465
18342
SH
SOLE
NONE
0
0
18342
INVESCO TR INVT GRADE MUNS
COM
46131M106
463
34553
SH
SOLE
NONE
0
0
34553
DEERE & CO
COM
244199105
461
3674
SH
SOLE
NONE
0
0
3674
MICRO FOCUS INTERNATIONAL PL
SPON ADR NEW
594837304
456
14298
SH
SOLE
NONE
0
0
14298
CITIGROUP INC
COM NEW
172967424
433
5952
SH
SOLE
NONE
0
0
5952
UNION PAC CORP
COM
907818108
431
3714
SH
SOLE
NONE
0
0
3714
ANADARKO PETE CORP
COM
032511107
422
8640
SH
SOLE
NONE
0
0
8640
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
422
5267
SH
SOLE
NONE
0
0
5267
ISHARES TR
CORE S&P500 ETF
464287200
405
1601
SH
SOLE
NONE
0
0
1601
GENERAL ELECTRIC CO
COM
369604103
398
16456
SH
SOLE
NONE
0
0
16456
NVIDIA CORP
COM
67066G104
384
2146
SH
SOLE
NONE
0
0
2146
ONEOK INC NEW
COM
682680103
375
6768
SH
SOLE
NONE
0
0
6768
FACEBOOK INC
CL A
30303M102
375
2196
SH
SOLE
NONE
0
0
2196
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
373
14425
SH
SOLE
NONE
0
0
14425
ENTERGY CORP NEW
COM
29364G103
363
4755
SH
SOLE
NONE
0
0
4755
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
352
5950
SH
SOLE
NONE
0
0
5950
VISA INC
COM CL A
92826C839
352
3347
SH
SOLE
NONE
0
0
3347
ISHARES TR
SELECT DIVID ETF
464287168
348
3718
SH
SOLE
NONE
0
0
3718
JOHNSON & JOHNSON
COM
478160104
343
2637
SH
SOLE
NONE
0
0
2637
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
339
2330
SH
SOLE
NONE
0
0
2330
CATERPILLAR INC DEL
COM
149123101
332
2665
SH
SOLE
NONE
0
0
2665
INVESCO LTD
SHS
G491BT108
320
9140
SH
SOLE
NONE
0
0
9140
ISHARES
MODERT ALLOC ETF
464289875
312
8225
SH
SOLE
NONE
0
0
8225
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
303
3450
SH
SOLE
NONE
0
0
3450
VMWARE INC
CL A COM
928563402
297
2720
SH
SOLE
NONE
0
0
2720
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
276
11900
SH
SOLE
NONE
0
0
11900
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
274
7782
SH
SOLE
NONE
0
0
7782
SPDR GOLD TRUST
GOLD SHS
78463V107
273
2246
SH
SOLE
NONE
0
0
2246
ISHARES TR
IBOXX INV CP ETF
464287242
272
2244
SH
SOLE
NONE
0
0
2244
ISHARES TR
IBOXX HI YD ETF
464288513
267
3009
SH
SOLE
NONE
0
0
3009
SCHLUMBERGER LTD
COM
806857108
265
3797
SH
SOLE
NONE
0
0
3797
MASTERCARD INCORPORATED
CL A
57636Q104
261
1848
SH
SOLE
NONE
0
0
1848
NETFLIX INC
COM
64110L106
252
1388
SH
SOLE
NONE
0
0
1388
SOUTHERN CO
COM
842587107
246
5001
SH
SOLE
NONE
0
0
5001
PIMCO DYNAMIC INCOME FD
SHS
72201Y101
241
7800
SH
SOLE
NONE
0
0
7800
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
239
4362
SH
SOLE
NONE
0
0
4362
BLACKSTONE GSO STRATEGIC CR
COM SHS BEN IN
09257R101
236
14775
SH
SOLE
NONE
0
0
14775
US BANCORP DEL
COM NEW
902973304
234
4364
SH
SOLE
NONE
0
0
4364
SILVERCORP METALS INC
COM
82835P103
231
85540
SH
SOLE
NONE
0
0
85540
UNITED PARCEL SERVICE INC
CL B
911312106
228
1901
SH
SOLE
NONE
0
0
1901
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
222
2434
SH
SOLE
NONE
0
0
2434
ISHARES TR
RUSSELL 2000 ETF
464287655
220
1485
SH
SOLE
NONE
0
0
1485
BLACKROCK MUN 2030 TAR TERM
COM SHS BEN IN
09257P105
220
9700
SH
SOLE
NONE
0
0
9700
CISCO SYS INC
COM
17275R102
215
6382
SH
SOLE
NONE
0
0
6382
FORD MTR CO DEL
COM PAR $0.01
345370860
212
17711
SH
SOLE
NONE
0
0
17711
ISHARES TR
S&P MC 400VL ETF
464287705
210
1373
SH
SOLE
NONE
0
0
1373
ALPHABET INC
CAP STK CL A
02079K305
201
206
SH
SOLE
NONE
0
0
206
EATON VANCE LTD DUR INCOME F
COM
27828H105
199
14216
SH
SOLE
NONE
0
0
14216
ISHARES GOLD TRUST
ISHARES
464285105
151
12303
SH
SOLE
NONE
0
0
12303
INVESCO ADVANTAGE MUNICIPAL
SH BEN INT
46132E103
119
10313
SH
SOLE
NONE
0
0
10313
SUPERIOR ENERGY SVCS INC
COM
868157108
107
10000
SH
SOLE
NONE
0
0
10000
NUVEEN SR INCOME FD
COM
67067Y104
100
15000
SH
SOLE
NONE
0
0
15000
SEADRILL LIMITED
SHS
G7945E105
10
28500
SH
SOLE
NONE
0
0
28500