Managing Partner

0001606587-18-000766.txt : 20181022 0001606587-18-000766.hdr.sgml : 20181022 20181022092732 ACCESSION NUMBER: 0001606587-18-000766 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181022 DATE AS OF CHANGE: 20181022 EFFECTIVENESS DATE: 20181022 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: 181131689 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 09-30-2018 09-30-2018 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 10-16-2018 0 144 334547 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 6882 77172 SH SOLE NONE 0 0 77172 AFLAC INC COM 001055102 220 5036 SH SOLE NONE 0 0 5036 ALLSTATE CORP COM 020002101 3069 33078 SH SOLE NONE 0 0 33078 ALPHABET INC CAP STK CL C 02079K107 3541 3242 SH SOLE NONE 0 0 3242 ALPS ETF TR ALERIAN MLP 00162Q866 1105 104761 SH SOLE NONE 0 0 104761 ALPS ETF TR SECTR DIV DOGS 00162Q858 201 4551 SH SOLE NONE 0 0 4551 ALTRIA GROUP INC COM 02209S103 840 13675 SH SOLE NONE 0 0 13675 AMGEN INC COM 031162100 418 2142 SH SOLE NONE 0 0 2142 ANADARKO PETE CORP COM 032511107 529 7833 SH SOLE NONE 0 0 7833 ANTHEM INC COM 036752103 4984 18643 SH SOLE NONE 0 0 18643 APPLE INC COM 037833100 3314 15250 SH SOLE NONE 0 0 15250 AT&T INC COM 00206R102 5297 163712 SH SOLE NONE 0 0 163712 AUTOMATIC DATA PROCESSING IN COM 053015103 214 1531 SH SOLE NONE 0 0 1531 BANK AMER CORP COM 060505104 454 16285 SH SOLE NONE 0 0 16285 BANK NEW YORK MELLON CORP COM 064058100 3412 70431 SH SOLE NONE 0 0 70431 BAXTER INTL INC COM 071813109 2136 30140 SH SOLE NONE 0 0 30140 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 371 1813 SH SOLE NONE 0 0 1813 BIOGEN INC COM 09062X103 210 640 SH SOLE NONE 0 0 640 BLACKROCK FLOAT RATE OME STR COM 09255X100 206 15256 SH SOLE NONE 0 0 15256 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 279 14000 SH SOLE NONE 0 0 14000 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 884 57025 SH SOLE NONE 0 0 57025 BRISTOL MYERS SQUIBB CO COM 110122108 314 5466 SH SOLE NONE 0 0 5466 BUSINESS FIRST BANCSHARES IN COM 12326C105 1731 67334 SH SOLE NONE 0 0 67334 CHEVRON CORP NEW COM 166764100 2782 23794 SH SOLE NONE 0 0 23794 CISCO SYS INC COM 17275R102 341 7656 SH SOLE NONE 0 0 7656 CITIGROUP INC COM NEW 172967424 228 3298 SH SOLE NONE 0 0 3298 CONOCOPHILLIPS COM 20825C104 261 3569 SH SOLE NONE 0 0 3569 CVS HEALTH CORP COM 126650100 3248 44467 SH SOLE NONE 0 0 44467 DEERE & CO COM 244199105 226 1529 SH SOLE NONE 0 0 1529 DELTA AIR LINES INC DEL COM NEW 247361702 2871 55385 SH SOLE NONE 0 0 55385 DISNEY WALT CO COM DISNEY 254687106 320 2828 SH SOLE NONE 0 0 2828 DOWDUPONT INC COM 26078J100 6181 104879 SH SOLE NONE 0 0 104879 DWS MUN INCOME TR NEW COM 233368109 734 72150 SH SOLE NONE 0 0 72150 EASTMAN CHEM CO COM 277432100 2257 27429 SH SOLE NONE 0 0 27429 EATON CORP PLC SHS G29183103 5104 64482 SH SOLE NONE 0 0 64482 EATON VANCE LTD DUR INCOME F COM 27828H105 184 15000 SH SOLE NONE 0 0 15000 EMERSON ELEC CO COM 291011104 3975 55659 SH SOLE NONE 0 0 55659 EXXON MOBIL CORP COM 30231G102 3716 45988 SH SOLE NONE 0 0 45988 FACEBOOK INC CL A 30303M102 317 2068 SH SOLE NONE 0 0 2068 FEDEX CORP COM 31428X106 1937 8767 SH SOLE NONE 0 0 8767 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 22847 380478 SH SOLE NONE 0 0 380478 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 15410 818419 SH SOLE NONE 0 0 818419 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 239 4110 SH SOLE NONE 0 0 4110 FORD MTR CO DEL COM PAR $0.01 345370860 146 16653 SH SOLE NONE 0 0 16653 GARMIN LTD SHS H2906T109 4850 78012 SH SOLE NONE 0 0 78012 GENERAL ELECTRIC CO COM 369604103 3065 252293 SH SOLE NONE 0 0 252293 HALLIBURTON CO COM 406216101 745 18734 SH SOLE NONE 0 0 18734 HOME BANCORP INC COM 43689E107 796 19400 SH SOLE NONE 0 0 19400 HOME DEPOT INC COM 437076102 201 1054 SH SOLE NONE 0 0 1054 IBERIABANK CORP COM 450828108 957 12331 SH SOLE NONE 0 0 12331 INTEL CORP COM 458140100 5535 124308 SH SOLE NONE 0 0 124308 INTERNATIONAL BUSINESS MACHS COM 459200101 967 6858 SH SOLE NONE 0 0 6858 INTL PAPER CO COM 460146103 2301 53903 SH SOLE NONE 0 0 53903 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 336 8375 SH SOLE NONE 0 0 8375 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 452 19550 SH SOLE NONE 0 0 19550 INVESCO MUN OPPORTUNITY TR COM 46132C107 1258 114720 SH SOLE NONE 0 0 114720 INVESCO 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26946 SH SOLE NONE 0 0 26946 LAZARD LTD SHS A G54050102 3230 75374 SH SOLE NONE 0 0 75374 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3728 38462 SH SOLE NONE 0 0 38462 MAGNA INTL INC COM 559222401 1251 25894 SH SOLE NONE 0 0 25894 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 691 35950 SH SOLE NONE 0 0 35950 MASTERCARD INCORPORATED CL A 57636Q104 251 1256 SH SOLE NONE 0 0 1256 MCDONALDS CORP COM 580135101 525 3209 SH SOLE NONE 0 0 3209 MERCK & CO INC COM 58933Y105 2070 29802 SH SOLE NONE 0 0 29802 MICROSOFT CORP COM 594918104 1710 15894 SH SOLE NONE 0 0 15894 NORBORD INC COM NEW 65548P403 5265 191124 SH SOLE NONE 0 0 191124 NOVARTIS A G SPONSORED ADR 66987V109 251 3026 SH SOLE NONE 0 0 3026 NOVO-NORDISK A S ADR 670100205 270 6404 SH SOLE NONE 0 0 6404 NUVEEN AMT FREE QLTY MUN INC COM 670657105 965 80219 SH SOLE NONE 0 0 80219 NUVEEN MUN VALUE FD INC COM 670928100 522 57292 SH SOLE NONE 0 0 57292 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 580 42317 SH SOLE NONE 0 0 42317 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SOLE NONE 0 0 4288 SCHLUMBERGER LTD COM 806857108 6397 107426 SH SOLE NONE 0 0 107426 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 810 25807 SH SOLE NONE 0 0 25807 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 624 16519 SH SOLE NONE 0 0 16519 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 328 8667 SH SOLE NONE 0 0 8667 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 229 8104 SH SOLE NONE 0 0 8104 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2929 58086 SH SOLE NONE 0 0 58086 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 258 3947 SH SOLE NONE 0 0 3947 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1348 25188 SH SOLE NONE 0 0 25188 SELECT SECTOR SPDR TR ENERGY 81369Y506 2170 29981 SH SOLE NONE 0 0 29981 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 430 6180 SH SOLE NONE 0 0 6180 SOUTHERN CO COM 842587107 322 7295 SH SOLE NONE 0 0 7295 SPDR GOLD TRUST GOLD SHS 78463V107 237 2050 SH SOLE NONE 0 0 2050 SPDR S&P 500 ETF TR TR UNIT 78462F103 848 3092 SH SOLE NONE 0 0 3092 SPDR S&P MIDCAP 400 ETF TR 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NONE 0 0 5848 VANGUARD GROUP DIV APP ETF 921908844 232 2220 SH SOLE NONE 0 0 2220 VANGUARD INDEX FDS GROWTH ETF 922908736 17685 118146 SH SOLE NONE 0 0 118146 VANGUARD INDEX FDS MID CAP ETF 922908629 13038 85155 SH SOLE NONE 0 0 85155 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 331 4337 SH SOLE NONE 0 0 4337 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5940 42209 SH SOLE NONE 0 0 42209 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1058 12805 SH SOLE NONE 0 0 12805 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 213 4232 SH SOLE NONE 0 0 4232 VENTAS INC COM 92276F100 2010 37315 SH SOLE NONE 0 0 37315 VERIZON COMMUNICATIONS INC COM 92343V104 804 15012 SH SOLE NONE 0 0 15012 VISA INC COM CL A 92826C839 312 2275 SH SOLE NONE 0 0 2275 VMWARE INC CL A COM 928563402 314 2180 SH SOLE NONE 0 0 2180 WALMART INC COM 931142103 1555 16585 SH SOLE NONE 0 0 16585 WASTE MGMT INC DEL COM 94106L109 3057 34570 SH SOLE NONE 0 0 34570 WEC ENERGY GROUP INC COM 92939U106 239 3530 SH SOLE NONE 0 0 3530 WESTERN ASSET INTM MUNI FD I COM 958435109 895 108373 SH SOLE NONE 0 0 108373 YAMANA GOLD INC COM 98462Y100 35 13237 SH SOLE NONE 0 0 13237