Managing Partner

0001172661-24-001985.txt : 20240502 0001172661-24-001985.hdr.sgml : 20240502 20240502140559 ACCESSION NUMBER: 0001172661-24-001985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001632283 ORGANIZATION NAME: 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: 24907142 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 X0202 13F-HR LIVE false false false 0001632283 XXXXXXXX 03-31-2024 03-31-2024 false Summit Financial Wealth Advisors, LLC

P.o. Box 53007 Lafayette LA 70505

13F HOLDINGS REPORT 028-16495 000171278 801-79686 N David Daniel Managing Partner 337-232-1141 /s/ David Daniel Layfayette LA 05-02-2024 0 133 493636582 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 9010526 84949 SH SOLE 0 0 84949 ABBVIE INC COM 00287Y109 1047075 5750 SH SOLE 0 0 5750 AFLAC INC COM 001055102 291065 3390 SH SOLE 0 0 3390 ALLSTATE CORP COM 020002101 229930 1329 SH SOLE 0 0 1329 ALPHABET INC CAP STK CL C 02079K107 1298778 8530 SH SOLE 0 0 8530 ALPS ETF TR ALERIAN MLP 00162Q452 14337347 302093 SH SOLE 0 0 302093 AMAZON COM INC COM 023135106 1271318 7048 SH SOLE 0 0 7048 AMGEN INC COM 031162100 634034 2230 SH SOLE 0 0 2230 APPLE INC COM 037833100 6589836 38429 SH SOLE 0 0 38429 ARCHROCK INC COM 03957W106 196700 10000 SH SOLE 0 0 10000 AT&T INC COM 00206R102 8923865 507038 SH SOLE 0 0 507038 BANK AMERICA CORP COM 060505104 575815 15185 SH SOLE 0 0 15185 BANK NEW YORK MELLON CORP COM 064058100 323248 5610 SH SOLE 0 0 5610 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 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