Summit Financial Wealth Advisors, LLC Q1 2024 Filing
Filed May 2, 2024
Portfolio Value
$493K
Holdings
133
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MAMASTERCARD INCORPORATED | 872 | $0 | 0.00% | |
| 102 | SGOVISHARES TR | 4,277 | $0 | 0.00% | |
| 103 | GQ9SPDR GOLD TR | 3,279 | $0 | 0.00% | |
| 104 | KMBKIMBERLY-CLARK CORP | 2,178 | $0 | 0.00% | |
| 105 | HBCPHOME BANCORP INC | 21,750 | $0 | 0.00% | |
| 106 | NTAPNETAPP INC | 2,339 | $0 | 0.00% | |
| 107 | AROCARCHROCK INC | 10,000 | $0 | 0.00% | |
| 108 | KOCOCA COLA CO | 7,179 | $0 | 0.00% | |
| 109 | AFLAFLAC INC | 3,390 | $0 | 0.00% | |
| 110 | SCHMSCHWAB STRATEGIC TR | 11,805 | $0 | 0.00% | |
| 111 | 4I1PHILIP MORRIS INTL INC | 4,160 | $0 | 0.00% | |
| 112 | BMYBRISTOL-MYERS SQUIBB CO | 12,518 | $0 | 0.00% | |
| 113 | BABOEING CO | 2,115 | $0 | 0.00% | |
| 114 | PGPROCTER AND GAMBLE CO | 1,729 | $0 | 0.00% | |
| 115 | DYHTARGET CORP | 3,024 | $0 | 0.00% | |
| 116 | AMGNAMGEN INC | 2,230 | $0 | 0.00% | |
| 117 | OBKORIGIN BANCORP INC | 13,217 | $0 | 0.00% | |
| 118 | EMREMERSON ELEC CO | 2,000 | $0 | 0.00% | |
| 119 | MMDMAINSTAY MACKAY DEFINEDTERM | 51,996 | $0 | 0.00% | |
| 120 | HDHOME DEPOT INC | 760 | $0 | 0.00% | |
| 121 | TXNTEXAS INSTRS INC | 4,484 | $0 | 0.00% | |
| 122 | IVWISHARES TR | 7,605 | $0 | 0.00% | |
| 123 | MDYSPDR S&P MIDCAP 400 ETF TR | 385 | $0 | 0.00% | |
| 124 | ALSALLSTATE CORP | 1,329 | $0 | 0.00% | |
| 125 | JNJJOHNSON & JOHNSON | 5,392 | $0 | 0.00% | |
| 126 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,005 | $0 | 0.00% | |
| 127 | GJUNFIRST TR EXCHNG TRADED FD VI | 12,737 | $0 | 0.00% | |
| 128 | PSXPHILLIPS 66 | 1,312 | $0 | 0.00% | |
| 129 | MUBISHARES TR | 6,982 | $0 | 0.00% | |
| 130 | BXBLACKSTONE INC | 3,912 | $0 | 0.00% | |
| 131 | AORISHARES TR | 8,480 | $0 | 0.00% | |
| 132 | BTTBLACKROCK MUN TARGET TERM TR | 19,425 | $0 | 0.00% | |
| 133 | XLKSELECT SECTOR SPDR TR | 3,585 | $0 | 0.00% |
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