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