Managing Partner

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