Summit Financial Wealth Advisors, LLC Q4 2023 Filing
Filed January 19, 2024
Portfolio Value
$440K
Holdings
128
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NTAPNETAPP INC | 2,871 | $0 | 0.00% | |
| 102 | AROCARCHROCK INC | 10,000 | $0 | 0.00% | |
| 103 | KOCOCA COLA CO | 5,796 | $0 | 0.00% | |
| 104 | AFLAFLAC INC | 3,390 | $0 | 0.00% | |
| 105 | TLTISHARES TR | 2,050 | $0 | 0.00% | |
| 106 | SCHMSCHWAB STRATEGIC TR | 11,805 | $0 | 0.00% | |
| 107 | 4I1PHILIP MORRIS INTL INC | 4,150 | $0 | 0.00% | |
| 108 | BMYBRISTOL-MYERS SQUIBB CO | 13,548 | $0 | 0.00% | |
| 109 | BABOEING CO | 1,940 | $0 | 0.00% | |
| 110 | PGPROCTER AND GAMBLE CO | 1,375 | $0 | 0.00% | |
| 111 | DNOWNOW INC | 11,900 | $0 | 0.00% | |
| 112 | AVGOBROADCOM INC | 772 | $0 | 0.00% | |
| 113 | OBKORIGIN BANCORP INC | 13,217 | $0 | 0.00% | |
| 114 | MMDMAINSTAY MACKAY DEFINEDTERM | 56,688 | $0 | 0.00% | |
| 115 | HDHOME DEPOT INC | 696 | $0 | 0.00% | |
| 116 | TXNTEXAS INSTRS INC | 4,484 | $0 | 0.00% | |
| 117 | IVWISHARES TR | 7,718 | $0 | 0.00% | |
| 118 | GOOGLALPHABET INC | 1,680 | $0 | 0.00% | |
| 119 | JNJJOHNSON & JOHNSON | 4,270 | $0 | 0.00% | |
| 120 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,205 | $0 | 0.00% | |
| 121 | RRBIRED RIVER BANCSHARES INC | 13,350 | $0 | 0.00% | |
| 122 | MUBISHARES TR | 6,982 | $0 | 0.00% | |
| 123 | NXPNUVEEN SELECT TAX-FREE INCOM | 11,492 | $0 | 0.00% | |
| 124 | BXBLACKSTONE INC | 3,912 | $0 | 0.00% | |
| 125 | AORISHARES TR | 8,480 | $0 | 0.00% | |
| 126 | BTTBLACKROCK MUN TARGET TERM TR | 19,675 | $0 | 0.00% | |
| 127 | XLKSELECT SECTOR SPDR TR | 3,500 | $0 | 0.00% | |
| 128 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 52,000 | $0 | 0.00% |
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