Summit Financial Wealth Advisors, LLC Buys Truist Financial Corp, ViacomCBS Inc, Vanguard FTSE Emerging Markets ETF, Sells iShares Edge MSCI USA Momentum Factor ETF, Anthem Inc, Baxter International Inc

Author's Avatar
Jan 28, 2020
Article's Main Image
Lafayette, LA, based Investment company Summit Financial Wealth Advisors, LLC (Current Portfolio) buys Truist Financial Corp, ViacomCBS Inc, Vanguard FTSE Emerging Markets ETF, Berkshire Hathaway Inc, Eli Lilly and Co, sells iShares Edge MSCI USA Momentum Factor ETF, Anthem Inc, Baxter International Inc, Business First Bancshares Inc, iShares Edge MSCI Min Volatility Emerging Markets during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Summit Financial Wealth Advisors, LLC. As of 2019Q4, Summit Financial Wealth Advisors, LLC owns 132 stocks with a total value of $406 million. These are the details of the buys and sells.

For the details of Summit Financial Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/summit+financial+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Summit Financial Wealth Advisors, LLC
  1. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 493,850 shares, 9.09% of the total portfolio. Shares added by 2.66%
  2. iShares Core Dividend Growth ETF (DGRO) - 757,786 shares, 7.82% of the total portfolio. Shares added by 3.30%
  3. Vanguard Growth ETF (VUG) - 130,958 shares, 6.05% of the total portfolio. Shares added by 0.84%
  4. First Trust Enhanced Short Maturity ETF (FTSM) - 404,543 shares, 6.00% of the total portfolio. Shares reduced by 12.45%
  5. First Trust Preferred Securities and Income ETF (FPE) - 925,639 shares, 4.61% of the total portfolio. Shares added by 2.12%
New Purchase: Truist Financial Corp (BBK)

Summit Financial Wealth Advisors, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 1.43%. The holding were 106,248 shares as of .

New Purchase: ViacomCBS Inc (0VVB)

Summit Financial Wealth Advisors, LLC initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $32.20. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,565 shares as of .

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

Summit Financial Wealth Advisors, LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $43.19. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,215 shares as of .

New Purchase: Huntington Ingalls Industries Inc (HII)

Summit Financial Wealth Advisors, LLC initiated holding in Huntington Ingalls Industries Inc. The purchase prices were between $200.16 and $258.06, with an estimated average price of $237.97. The stock is now traded at around $275.51. The impact to a portfolio due to this purchase was 0.05%. The holding were 730 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Summit Financial Wealth Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $224.66. The impact to a portfolio due to this purchase was 0.05%. The holding were 913 shares as of .

New Purchase: First Trust Large Cap Core AlphaDEX Fund (FEX)

Summit Financial Wealth Advisors, LLC initiated holding in First Trust Large Cap Core AlphaDEX Fund. The purchase prices were between $58.58 and $65.36, with an estimated average price of $62.71. The stock is now traded at around $65.50. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,160 shares as of .

Sold Out: iShares Edge MSCI USA Momentum Factor ETF (MTUM)

Summit Financial Wealth Advisors, LLC sold out a holding in iShares Edge MSCI USA Momentum Factor ETF. The sale prices were between $115.87 and $125.91, with an estimated average price of $121.53.

Sold Out: Anthem Inc (ANTM)

Summit Financial Wealth Advisors, LLC sold out a holding in Anthem Inc. The sale prices were between $234.82 and $306.42, with an estimated average price of $276.42.

Sold Out: Baxter International Inc (BAX)

Summit Financial Wealth Advisors, LLC sold out a holding in Baxter International Inc. The sale prices were between $76.7 and $88.45, with an estimated average price of $82.72.

Sold Out: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

Summit Financial Wealth Advisors, LLC sold out a holding in iShares Edge MSCI Min Volatility Emerging Markets . The sale prices were between $55.54 and $58.72, with an estimated average price of $57.32.

Sold Out: Celgene Corp (CELG)

Summit Financial Wealth Advisors, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Logitech International SA (LOGI)

Summit Financial Wealth Advisors, LLC sold out a holding in Logitech International SA. The sale prices were between $39.3 and $47.21, with an estimated average price of $42.78.



Here is the complete portfolio of Summit Financial Wealth Advisors, LLC. Also check out:

1. Summit Financial Wealth Advisors, LLC's Undervalued Stocks
2. Summit Financial Wealth Advisors, LLC's Top Growth Companies, and
3. Summit Financial Wealth Advisors, LLC's High Yield stocks
4. Stocks that Summit Financial Wealth Advisors, LLC keeps buying