Managing Partner

0001606587-19-000457.txt : 20190501 0001606587-19-000457.hdr.sgml : 20190501 20190501143017 ACCESSION NUMBER: 0001606587-19-000457 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190501 DATE AS OF CHANGE: 20190501 EFFECTIVENESS DATE: 20190501 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: 19786748 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 03-31-2019 03-31-2019 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 05-01-2019 0 135 378637 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4809 61628 SH SOLE NONE 0 0 61628 ISHARES TR CORE S&P500 ETF 464287200 704 2439 SH SOLE NONE 0 0 2439 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 337 962 SH SOLE NONE 0 0 962 SPDR S&P 500 ETF TR TR UNIT 78462F103 2958 10327 SH SOLE NONE 0 0 10327 AMAZON COM INC COM 023135106 730 401 SH SOLE NONE 0 0 401 BRISTOL MYERS SQUIBB CO COM 110122108 2478 52854 SH SOLE NONE 0 0 52854 EMERSON ELEC CO COM 291011104 3518 49711 SH SOLE NONE 0 0 49711 ONEOK INC NEW COM 682680103 4687 67618 SH SOLE NONE 0 0 67618 INVESCO QQQ TR UNIT SER 1 46090E103 424 2307 SH SOLE NONE 0 0 2307 AMGEN INC COM 031162100 452 2342 SH SOLE NONE 0 0 2342 ANADARKO PETE CORP COM 032511107 348 7833 SH SOLE NONE 0 0 7833 ALTRIA GROUP INC COM 02209S103 629 11644 SH SOLE NONE 0 0 11644 FEDEX CORP COM 31428X106 1555 8399 SH SOLE NONE 0 0 8399 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 207 4949 SH SOLE NONE 0 0 4949 INTEL CORP COM 458140100 7201 129795 SH SOLE NONE 0 0 129795 DISNEY WALT CO COM DISNEY 254687106 334 2969 SH SOLE NONE 0 0 2969 US BANCORP DEL COM NEW 902973304 261 5275 SH SOLE NONE 0 0 5275 JOHNSON & JOHNSON COM 478160104 287 2092 SH SOLE NONE 0 0 2092 PFIZER INC COM 717081103 5984 139678 SH SOLE NONE 0 0 139678 CHEVRON CORP NEW COM 166764100 2998 24197 SH SOLE NONE 0 0 24197 MICROSOFT CORP COM 594918104 1839 15326 SH SOLE NONE 0 0 15326 UNITED PARCEL SERVICE INC CL B 911312106 4824 42187 SH SOLE NONE 0 0 42187 AT&T INC COM 00206R102 8166 256238 SH SOLE NONE 0 0 256238 PRUDENTIAL FINL INC COM 744320102 3152 32676 SH SOLE NONE 0 0 32676 CISCO SYS INC COM 17275R102 360 6471 SH SOLE NONE 0 0 6471 INTERNATIONAL BUSINESS MACHS COM 459200101 1138 7926 SH SOLE NONE 0 0 7926 PEPSICO INC COM 713448108 553 4547 SH SOLE NONE 0 0 4547 VERIZON COMMUNICATIONS INC COM 92343V104 757 12864 SH SOLE NONE 0 0 12864 SELECT SECTOR SPDR TR ENERGY 81369Y506 3031 46007 SH SOLE NONE 0 0 46007 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 577 7605 SH SOLE NONE 0 0 7605 VANGUARD GROUP DIV APP ETF 921908844 202 1836 SH SOLE NONE 0 0 1836 DEERE & CO COM 244199105 215 1314 SH SOLE NONE 0 0 1314 BANK AMER CORP COM 060505104 695 24089 SH SOLE NONE 0 0 24089 EXXON MOBIL CORP COM 30231G102 3902 48237 SH SOLE NONE 0 0 48237 AFLAC INC COM 001055102 233 4778 SH SOLE NONE 0 0 4778 WALMART INC COM 931142103 2034 20927 SH SOLE NONE 0 0 20927 ANTHEM INC COM 036752103 5305 18443 SH SOLE NONE 0 0 18443 UNION PACIFIC CORP COM 907818108 293 1730 SH SOLE NONE 0 0 1730 TEXAS INSTRS INC COM 882508104 963 8545 SH SOLE NONE 0 0 8545 BAXTER INTL INC COM 071813109 2607 32233 SH SOLE NONE 0 0 32233 TARGET CORP COM 87612E106 470 5924 SH SOLE NONE 0 0 5924 CVS HEALTH CORP COM 126650100 3327 63018 SH SOLE NONE 0 0 63018 SCHLUMBERGER LTD COM 806857108 4813 110423 SH SOLE NONE 0 0 110423 MERCK & CO INC COM 58933Y105 2836 34099 SH SOLE NONE 0 0 34099 NOVARTIS A G SPONSORED ADR 66987V109 311 3270 SH SOLE NONE 0 0 3270 KIMBERLY CLARK CORP COM 494368103 3598 29549 SH SOLE NONE 0 0 29549 HOME DEPOT INC COM 437076102 246 1237 SH SOLE NONE 0 0 1237 MCDONALDS CORP COM 580135101 557 2957 SH SOLE NONE 0 0 2957 JPMORGAN CHASE & CO COM 46625H100 1637 15535 SH SOLE NONE 0 0 15535 UNITEDHEALTH GROUP INC COM 91324P102 4701 19121 SH SOLE NONE 0 0 19121 UNITED TECHNOLOGIES CORP COM 913017109 469 3575 SH SOLE NONE 0 0 3575 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8472 57741 SH SOLE NONE 0 0 57741 WASTE MGMT INC DEL COM 94106L109 3786 36400 SH SOLE NONE 0 0 36400 CONOCOPHILLIPS COM 20825C104 200 3055 SH SOLE NONE 0 0 3055 APPLE INC COM 037833100 4966 25419 SH SOLE NONE 0 0 25419 ALLSTATE CORP COM 020002101 2379 24870 SH SOLE NONE 0 0 24870 INTL PAPER CO COM 460146103 239 5012 SH SOLE NONE 0 0 5012 CELGENE CORP COM 151020104 1391 14825 SH SOLE NONE 0 0 14825 TEMPLETON EMERG MKTS INCOME COM 880192109 128 12480 SH SOLE NONE 0 0 12480 HALLIBURTON CO COM 406216101 211 7042 SH SOLE NONE 0 0 7042 GENERAL MLS INC COM 370334104 207 4122 SH SOLE NONE 0 0 4122 OCCIDENTAL PETE CORP COM 674599105 2709 41004 SH SOLE NONE 0 0 41004 EASTMAN CHEMICAL CO COM 277432100 602 7435 SH SOLE NONE 0 0 7435 SOUTHERN CO COM 842587107 341 6624 SH SOLE NONE 0 0 6624 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 251 5804 SH SOLE NONE 0 0 5804 VALERO ENERGY CORP NEW COM 91913Y100 5544 65801 SH SOLE NONE 0 0 65801 DENBURY RES INC COM NEW 247916208 26 12250 SH SOLE NONE 0 0 12250 DWS MUN INCOME TR NEW COM 233368109 703 63650 SH SOLE NONE 0 0 63650 ISHARES TR SELECT DIVID ETF 464287168 252 2542 SH SOLE NONE 0 0 2542 VENTAS INC COM 92276F100 1950 31043 SH SOLE NONE 0 0 31043 EATON CORP PLC SHS G29183103 5066 61126 SH SOLE NONE 0 0 61126 NOVO-NORDISK A S ADR 670100205 306 6000 SH SOLE NONE 0 0 6000 CUMMINS INC COM 231021106 201 1245 SH SOLE NONE 0 0 1245 MAGNA INTL INC COM 559222401 1730 33638 SH SOLE NONE 0 0 33638 BLACKROCK FLOAT RATE OME STR COM 09255X100 155 12256 SH SOLE NONE 0 0 12256 SPDR GOLD TRUST GOLD SHS 78463V107 245 2014 SH SOLE NONE 0 0 2014 WEC ENERGY GROUP INC COM 92939U106 259 3321 SH SOLE NONE 0 0 3321 VANGUARD INDEX FDS MID CAP ETF 922908629 12222 74868 SH SOLE NONE 0 0 74868 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 237 2715 SH SOLE NONE 0 0 2715 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 278 4359 SH SOLE NONE 0 0 4359 VANGUARD INDEX FDS GROWTH ETF 922908736 18990 119249 SH SOLE NONE 0 0 119249 GARMIN LTD SHS H2906T109 6954 78523 SH SOLE NONE 0 0 78523 INVESCO MUN OPPORTUNITY TR COM 46132C107 1307 108900 SH SOLE NONE 0 0 108900 INVESCO TR INVT GRADE MUNS COM 46131M106 643 51608 SH SOLE NONE 0 0 51608 NUVEEN MUN VALUE FD INC COM 670928100 821 83386 SH SOLE NONE 0 0 83386 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5547 85152 SH SOLE NONE 0 0 85152 WESTERN ASSET INTM MUNI FD I COM 958435109 854 97289 SH SOLE NONE 0 0 97289 SPDR SER TR NUVEEN BLMBRG SR 78468R739 568 11731 SH SOLE NONE 0 0 11731 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2841 128710 SH SOLE NONE 0 0 128710 MASTERCARD INC CL A 57636Q104 489 2048 SH SOLE NONE 0 0 2048 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 643 42317 SH SOLE NONE 0 0 42317 NUVEEN AMT FREE QLTY MUN INC COM 670657105 1009 75616 SH SOLE NONE 0 0 75616 NUVEEN SR INCOME FD COM 67067Y104 80 13600 SH SOLE NONE 0 0 13600 IBERIABANK CORP COM 450828108 920 12671 SH SOLE NONE 0 0 12671 DELTA AIR LINES INC DEL COM NEW 247361702 3382 59333 SH SOLE NONE 0 0 59333 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 548 18160 SH SOLE NONE 0 0 18160 ISHARES TR PFD AND INCM SEC 464288687 15247 415557 SH SOLE NONE 0 0 415557 BANK NEW YORK MELLON CORP COM 064058100 435 8486 SH SOLE NONE 0 0 8486 VMWARE INC CL A COM 928563402 331 1780 SH SOLE NONE 0 0 1780 ISHARES TR NATIONAL MUN ETF 464288414 364 3287 SH SOLE NONE 0 0 3287 VISA INC COM CL A 92826C839 360 2275 SH SOLE NONE 0 0 2275 PHILIP MORRIS INTL INC COM 718172109 3511 40912 SH SOLE NONE 0 0 40912 GLU MOBILE INC COM 379890106 141 12498 SH SOLE NONE 0 0 12498 HOME BANCORP INC COM 43689E107 622 17900 SH SOLE NONE 0 0 17900 ISHARES TR MODERT ALLOC ETF 464289875 259 6800 SH SOLE NONE 0 0 6800 ISHARES TR GRWT ALLOCAT ETF 464289867 5877 130913 SH SOLE NONE 0 0 130913 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1455 16877 SH SOLE NONE 0 0 16877 BROADCOM INC COM 11135F101 4974 16350 SH SOLE NONE 0 0 16350 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1028 32168 SH SOLE NONE 0 0 32168 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 266 3879 SH SOLE NONE 0 0 3879 TELUS CORP COM 87971M103 3928 105396 SH SOLE NONE 0 0 105396 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2669 29466 SH SOLE NONE 0 0 29466 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 322 6440 SH SOLE NONE 0 0 6440 ALPS ETF TR ALERIAN MLP 00162Q866 959 94541 SH SOLE NONE 0 0 94541 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 819 14545 SH SOLE NONE 0 0 14545 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 392 17250 SH SOLE NONE 0 0 17250 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2523 47774 SH SOLE NONE 0 0 47774 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 12873 301254 SH SOLE NONE 0 0 301254 PIMCO ETF TR ACTIVE BD ETF 72201R775 258 2458 SH SOLE NONE 0 0 2458 FACEBOOK INC CL A 30303M102 375 2163 SH SOLE NONE 0 0 2163 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 830 40750 SH SOLE NONE 0 0 40750 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 361 16200 SH SOLE NONE 0 0 16200 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 1321 90525 SH SOLE NONE 0 0 90525 ABBVIE INC COM 00287Y109 6890 82931 SH SOLE NONE 0 0 82931 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 16161 845259 SH SOLE NONE 0 0 845259 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 214 5661 SH SOLE NONE 0 0 5661 PROSHARES TR S&P 500 DV ARIST 74348A467 32555 478330 SH SOLE NONE 0 0 478330 ALPHABET INC CAP STK CL C 02079K107 4127 3422 SH SOLE NONE 0 0 3422 ISHARES TR CORE DIV GRWTH 46434V621 17034 458409 SH SOLE NONE 0 0 458409 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 25273 421431 SH SOLE NONE 0 0 421431 DOWDUPONT INC COM 26078J100 2396 64152 SH SOLE NONE 0 0 64152 BUSINESS FIRST BANCSHARES IN COM 12326C105 1622 67334 SH SOLE NONE 0 0 67334 ORIGIN BANCORP INC COM 68621T102 352 10210 SH SOLE NONE 0 0 10210 FOCUS FINL PARTNERS INC COM CL A 34417P100 2938 82110 SH SOLE NONE 0 0 82110 DOW INC COM 260557103 1211 21286 SH SOLE NONE 0 0 21286