Instuitional Investor - Summit Financial Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Wealth Advisors, Llc |
| Portfolio Value | $440,725,929 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 1,509,208 | $47,980,741 | 10.88% | |
| 2. | Vanguard Index Fds | 119,878 | $37,267,564 | 8.45% | |
| 3. | First Tr Morningstar Divid L | 718,313 | $25,773,061 | 5.84% | |
| 4. | Vanguard Whitehall Funds | 381,421 | $25,360,695 | 5.75% | |
| 5. | Proshares Tr | 221,579 | $21,094,276 | 4.78% |
