0001606587-19-000120.txt : 20190201 0001606587-19-000120.hdr.sgml : 20190201 20190201101901 ACCESSION NUMBER: 0001606587-19-000120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190201 DATE AS OF CHANGE: 20190201 EFFECTIVENESS DATE: 20190201 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: 19558190 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 12-31-2018 12-31-2018 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 01-24-2019 0 124 308157 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE NUVEEN SR INCOME FD COM 67067Y104 75 13600 SH SOLE NONE 0 0 13600 PFIZER INC COM 717081103 5818 133288 SH SOLE NONE 0 0 133288 GLU MOBILE INC COM 379890106 101 12498 SH SOLE NONE 0 0 12498 ISHARES TR NATIONAL MUN ETF 464288414 331 3037 SH SOLE NONE 0 0 3037 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 14336 798644 SH SOLE NONE 0 0 798644 GENERAL ELECTRIC CO COM 369604103 624 82465 SH SOLE NONE 0 0 82465 PIMCO ETF TR ACTIVE BD ETF 72201R775 261 2544 SH SOLE NONE 0 0 2544 DISNEY WALT CO COM DISNEY 254687106 310 2828 SH SOLE NONE 0 0 2828 MASTERCARD INCORPORATED CL A 57636Q104 386 2048 SH SOLE NONE 0 0 2048 SPDR S&P 500 ETF TR TR UNIT 78462F103 2358 9436 SH SOLE NONE 0 0 9436 ISHARES TR SELECT DIVID ETF 464287168 227 2542 SH SOLE NONE 0 0 2542 PEPSICO INC COM 713448108 516 4673 SH SOLE NONE 0 0 4673 NUVEEN AMT FREE QLTY MUN INC COM 670657105 931 75616 SH SOLE NONE 0 0 75616 CVS HEALTH CORP COM 126650100 2554 38973 SH SOLE NONE 0 0 38973 SELECT SECTOR SPDR TR ENERGY 81369Y506 2368 41291 SH SOLE NONE 0 0 41291 PRUDENTIAL FINL INC COM 744320102 2278 27935 SH SOLE NONE 0 0 27935 TARGET CORP COM 87612E106 422 6389 SH SOLE NONE 0 0 6389 VALERO ENERGY CORP NEW COM 91913Y100 4219 56278 SH SOLE NONE 0 0 56278 AT&T INC COM 00206R102 4551 159468 SH SOLE NONE 0 0 159468 AMAZON COM INC COM 023135106 571 380 SH SOLE NONE 0 0 380 INVESCO TR INVT GRADE MUNS COM 46131M106 544 47358 SH SOLE NONE 0 0 47358 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 727 37250 SH SOLE NONE 0 0 37250 APPLE INC COM 037833100 3547 22484 SH SOLE NONE 0 0 22484 UNION PAC CORP COM 907818108 271 1957 SH SOLE NONE 0 0 1957 TEMPLETON EMERG MKTS INCOME COM 880192109 120 12480 SH SOLE NONE 0 0 12480 NOVO-NORDISK A S ADR 670100205 276 6000 SH SOLE NONE 0 0 6000 ANADARKO PETE CORP COM 032511107 343 7833 SH SOLE NONE 0 0 7833 TEXAS INSTRS INC COM 882508104 875 9260 SH SOLE NONE 0 0 9260 EASTMAN CHEM CO COM 277432100 460 6292 SH SOLE NONE 0 0 6292 MAGNA INTL INC COM 559222401 1234 27147 SH SOLE NONE 0 0 27147 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2105 25312 SH SOLE NONE 0 0 25312 DELTA AIR LINES INC DEL COM NEW 247361702 2826 56624 SH SOLE NONE 0 0 56624 WESTERN ASSET INTM MUNI FD I COM 958435109 812 97289 SH SOLE NONE 0 0 97289 VANGUARD INDEX FDS GROWTH ETF 922908736 15885 118255 SH SOLE NONE 0 0 118255 PHILIP MORRIS INTL INC COM 718172109 2370 35495 SH SOLE NONE 0 0 35495 WALMART INC COM 931142103 1721 18475 SH SOLE NONE 0 0 18475 INTEL CORP COM 458140100 5939 126555 SH SOLE NONE 0 0 126555 US BANCORP DEL COM NEW 902973304 246 5387 SH SOLE NONE 0 0 5387 UNITED TECHNOLOGIES CORP COM 913017109 381 3575 SH SOLE NONE 0 0 3575 SCHLUMBERGER LTD COM 806857108 3703 102639 SH SOLE NONE 0 0 102639 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 1234 91625 SH SOLE NONE 0 0 91625 TELUS CORP COM 87971M103 3224 97298 SH SOLE NONE 0 0 97298 ISHARES TR CORE S&P SCP ETF 464287804 4031 58147 SH SOLE NONE 0 0 58147 EXXON MOBIL CORP COM 30231G102 2854 41853 SH SOLE NONE 0 0 41853 CISCO SYS INC COM 17275R102 332 7656 SH SOLE NONE 0 0 7656 FEDEX CORP COM 31428X106 526 3259 SH SOLE NONE 0 0 3259 JPMORGAN CHASE & CO COM 46625H100 1541 15785 SH SOLE NONE 0 0 15785 ALPS ETF TR ALERIAN MLP 00162Q866 815 93376 SH SOLE NONE 0 0 93376 IBERIABANK CORP COM 450828108 793 12331 SH SOLE NONE 0 0 12331 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 312 15200 SH SOLE NONE 0 0 15200 ABBVIE INC COM 00287Y109 7416 80438 SH SOLE NONE 0 0 80438 ONEOK INC NEW COM 682680103 3017 55931 SH SOLE NONE 0 0 55931 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 235 1150 SH SOLE NONE 0 0 1150 EATON CORP PLC SHS G29183103 4010 58411 SH SOLE NONE 0 0 58411 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 4856 81009 SH SOLE NONE 0 0 81009 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 250 4288 SH SOLE NONE 0 0 4288 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 248 7385 SH SOLE NONE 0 0 7385 CHEVRON CORP NEW COM 166764100 2721 25007 SH SOLE NONE 0 0 25007 ISHARES TR CORE DIV GRWTH 46434V621 13362 402723 SH SOLE NONE 0 0 402723 NORBORD INC COM NEW 65548P403 1790 67302 SH SOLE NONE 0 0 67302 VANGUARD INDEX FDS MID CAP ETF 922908629 10229 74025 SH SOLE NONE 0 0 74025 HOME BANCORP INC COM 43689E107 634 17900 SH SOLE NONE 0 0 17900 KIMBERLY CLARK CORP COM 494368103 3179 27903 SH SOLE NONE 0 0 27903 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 203 2718 SH SOLE NONE 0 0 2718 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 24138 403313 SH SOLE NONE 0 0 403313 VISA INC COM CL A 92826C839 300 2275 SH SOLE NONE 0 0 2275 ISHARES TR GRWT ALLOCAT ETF 464289867 5660 137022 SH SOLE NONE 0 0 137022 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 882 31123 SH SOLE NONE 0 0 31123 PROSHARES TR S&P 500 DV ARIST 74348A467 27649 456701 SH SOLE NONE 0 0 456701 FACEBOOK INC CL A 30303M102 271 2068 SH SOLE NONE 0 0 2068 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 458 7390 SH SOLE NONE 0 0 7390 NUVEEN MUN VALUE FD INC COM 670928100 773 83386 SH SOLE NONE 0 0 83386 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 10588 277162 SH SOLE NONE 0 0 277162 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2667 56774 SH SOLE NONE 0 0 56774 BUSINESS FIRST BANCSHARES IN COM 12326C105 1632 67334 SH SOLE NONE 0 0 67334 INVESCO MUN OPPORTUNITY TR COM 46132C107 1117 99900 SH SOLE NONE 0 0 99900 DOWDUPONT INC COM 26078J100 3062 57247 SH SOLE NONE 0 0 57247 ALTRIA GROUP INC COM 02209S103 641 12986 SH SOLE NONE 0 0 12986 HOME DEPOT INC COM 437076102 223 1295 SH SOLE NONE 0 0 1295 OCCIDENTAL PETE CORP DEL COM 674599105 2420 39420 SH SOLE NONE 0 0 39420 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5041 39500 SH SOLE NONE 0 0 39500 WASTE MGMT INC DEL COM 94106L109 3103 34865 SH SOLE NONE 0 0 34865 VERIZON COMMUNICATIONS INC COM 92343V104 777 13821 SH SOLE NONE 0 0 13821 AMGEN INC COM 031162100 456 2342 SH SOLE NONE 0 0 2342 SOUTHERN CO COM 842587107 291 6624 SH SOLE NONE 0 0 6624 INVESCO QQQ TR UNIT SER 1 46090E103 361 2342 SH SOLE NONE 0 0 2342 INTERNATIONAL BUSINESS MACHS COM 459200101 918 8076 SH SOLE NONE 0 0 8076 UNITEDHEALTH GROUP INC COM 91324P102 4810 19308 SH SOLE NONE 0 0 19308 VENTAS INC COM 92276F100 1943 33169 SH SOLE NONE 0 0 33169 BRISTOL MYERS SQUIBB CO COM 110122108 2234 42986 SH SOLE NONE 0 0 42986 WEC ENERGY GROUP INC COM 92939U106 236 3411 SH SOLE NONE 0 0 3411 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 568 42317 SH SOLE NONE 0 0 42317 MERCK & CO INC COM 58933Y105 2534 33158 SH SOLE NONE 0 0 33158 ALLSTATE CORP COM 020002101 1777 21500 SH SOLE NONE 0 0 21500 ISHARES TR S&P US PFD STK 464288687 12707 371234 SH SOLE NONE 0 0 371234 MICROSOFT CORP COM 594918104 1604 15794 SH SOLE NONE 0 0 15794 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 242 4059 SH SOLE NONE 0 0 4059 DWS MUN INCOME TR NEW COM 233368109 635 61650 SH SOLE NONE 0 0 61650 BANK NEW YORK MELLON CORP COM 064058100 399 8486 SH SOLE NONE 0 0 8486 ANTHEM INC COM 036752103 4853 18479 SH SOLE NONE 0 0 18479 MCDONALDS CORP COM 580135101 576 3241 SH SOLE NONE 0 0 3241 NOVARTIS A G SPONSORED ADR 66987V109 274 3190 SH SOLE NONE 0 0 3190 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 312 6253 SH SOLE NONE 0 0 6253 GARMIN LTD SHS H2906T109 5103 80589 SH SOLE NONE 0 0 80589 BLACKROCK FLOAT RATE OME STR COM 09255X100 146 12256 SH SOLE NONE 0 0 12256 VMWARE INC CL A COM 928563402 244 1780 SH SOLE NONE 0 0 1780 SPDR SER TR NUVEEN BLMBRG SR 78468R739 554 11522 SH SOLE NONE 0 0 11522 ALPHABET INC CAP STK CL C 02079K107 3305 3191 SH SOLE NONE 0 0 3191 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 221 5804 SH SOLE NONE 0 0 5804 EMERSON ELEC CO COM 291011104 2933 49082 SH SOLE NONE 0 0 49082 ORIGIN BANCORP INC COM 68621T102 461 13520 SH SOLE NONE 0 0 13520 ISHARES TR CORE S&P500 ETF 464287200 618 2458 SH SOLE NONE 0 0 2458 UNITED PARCEL SERVICE INC CL B 911312106 3881 39798 SH SOLE NONE 0 0 39798 BAXTER INTL INC COM 071813109 1943 29513 SH SOLE NONE 0 0 29513 CONOCOPHILLIPS COM 20825C104 221 3537 SH SOLE NONE 0 0 3537 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 214 4110 SH SOLE NONE 0 0 4110 ISHARES TR MODERT ALLOC ETF 464289875 291 8150 SH SOLE NONE 0 0 8150 AFLAC INC COM 001055102 218 4778 SH SOLE NONE 0 0 4778 BANK AMER CORP COM 060505104 608 24684 SH SOLE NONE 0 0 24684 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 956 11538 SH SOLE NONE 0 0 11538 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 757 15786 SH SOLE NONE 0 0 15786 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 397 18250 SH SOLE NONE 0 0 18250 SPDR GOLD TRUST GOLD SHS 78463V107 244 2014 SH SOLE NONE 0 0 2014 JOHNSON & JOHNSON COM 478160104 276 2142 SH SOLE NONE 0 0 2142