Summit Financial Wealth Advisors, LLC Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$493K
Holdings
141
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VMOINVESCO MUN OPPORTUNITY TR | 22,130 | $0 | 0.00% | |
| 102 | LLYELI LILLY & CO | 769 | $0 | 0.00% | |
| 103 | LINLINDE PLC | 608 | $0 | 0.00% | |
| 104 | NDQINVESCO QQQ TR | 504 | $0 | 0.00% | |
| 105 | PEPPEPSICO INC | 4,762 | $0 | 0.00% | |
| 106 | GELGENESIS ENERGY L P | 16,813 | $0 | 0.00% | |
| 107 | SCHASCHWAB STRATEGIC TR | 6,461 | $0 | 0.00% | |
| 108 | ETENERGY TRANSFER L P | 21,004 | $0 | 0.00% | |
| 109 | XFEBFIRST TR EXCH TRADED FD III | 27,354 | $0 | 0.00% | |
| 110 | MAMASTERCARD INCORPORATED | 872 | $0 | 0.00% | |
| 111 | SGOVISHARES TR | 4,277 | $0 | 0.00% | |
| 112 | GQ9SPDR GOLD TR | 3,946 | $0 | 0.00% | |
| 113 | KMBKIMBERLY-CLARK CORP | 2,078 | $0 | 0.00% | |
| 114 | HBCPHOME BANCORP INC | 20,752 | $0 | 0.00% | |
| 115 | NTAPNETAPP INC | 2,339 | $0 | 0.00% | |
| 116 | AROCARCHROCK INC | 10,000 | $0 | 0.00% | |
| 117 | KOCOCA COLA CO | 6,156 | $0 | 0.00% | |
| 118 | AFLAFLAC INC | 2,963 | $0 | 0.00% | |
| 119 | TLTISHARES TR | 3,500 | $0 | 0.00% | |
| 120 | SCHMSCHWAB STRATEGIC TR | 11,805 | $0 | 0.00% | |
| 121 | 4I1PHILIP MORRIS INTL INC | 4,171 | $0 | 0.00% | |
| 122 | BMYBRISTOL-MYERS SQUIBB CO | 9,433 | $0 | 0.00% | |
| 123 | BABOEING CO | 2,238 | $0 | 0.00% | |
| 124 | PGPROCTER AND GAMBLE CO | 1,768 | $0 | 0.00% | |
| 125 | DYHTARGET CORP | 3,024 | $0 | 0.00% | |
| 126 | AMGNAMGEN INC | 2,246 | $0 | 0.00% | |
| 127 | OBKORIGIN BANCORP INC | 13,217 | $0 | 0.00% | |
| 128 | EMREMERSON ELEC CO | 2,000 | $0 | 0.00% | |
| 129 | MMDMAINSTAY MACKAY DEFINEDTERM | 43,546 | $0 | 0.00% | |
| 130 | HDHOME DEPOT INC | 766 | $0 | 0.00% | |
| 131 | TXNTEXAS INSTRS INC | 4,484 | $0 | 0.00% | |
| 132 | IVWISHARES TR | 7,605 | $0 | 0.00% | |
| 133 | GOOGLALPHABET INC | 1,303 | $0 | 0.00% | |
| 134 | MDYSPDR S&P MIDCAP 400 ETF TR | 386 | $0 | 0.00% | |
| 135 | ALSALLSTATE CORP | 1,361 | $0 | 0.00% | |
| 136 | JNJJOHNSON & JOHNSON | 5,942 | $0 | 0.00% | |
| 137 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,005 | $0 | 0.00% | |
| 138 | GJUNFIRST TR EXCHNG TRADED FD VI | 7,774 | $0 | 0.00% | |
| 139 | DGRWWISDOMTREE TR | 3,796 | $0 | 0.00% | |
| 140 | MUBISHARES TR | 6,982 | $0 | 0.00% | |
| 141 | BXBLACKSTONE INC | 1,908 | $0 | 0.00% |
PreviousPage 2 of 2