Summit Financial Wealth Advisors, LLC Buys First Trust Enhanced Short Maturity ETF, Valero Energy Corp, S&P MidCap 400 ETF, Sells AT&T Inc, Citigroup Inc, The Energy Select Sector SPDR Fund

Lafayette, LA, based Investment company Summit Financial Wealth Advisors, LLC (Current Portfolio) buys First Trust Enhanced Short Maturity ETF, Valero Energy Corp, S&P MidCap 400 ETF, iShares S&P 500 Growth ETF, Schwab International Equity ETF, sells AT&T Inc, Citigroup Inc, The Energy Select Sector SPDR Fund, Procter & Gamble Co, Vanguard S&P 500 ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Summit Financial Wealth Advisors, LLC. As of 2021Q4, Summit Financial Wealth Advisors, LLC owns 140 stocks with a total value of $517 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. iShares Core Dividend Growth ETF (DGRO) - 852,169 shares, 9.25% of the total portfolio. Shares added by 6.89%
  2. Vanguard Growth ETF (VUG) - 142,270 shares, 8.79% of the total portfolio. Shares added by 1.82%
  3. First Trust Enhanced Short Maturity ETF (FTSM) - 630,559 shares, 7.30% of the total portfolio. Shares added by 164.11%
  4. iShares U.S. Preferred Stock (PFF) - 770,209 shares, 5.81% of the total portfolio. Shares added by 6.11%
  5. First Trust Preferred Securities and Income ETF (FPE) - 1,413,658 shares, 5.55% of the total portfolio. Shares added by 3.39%
New Purchase: S&P MidCap 400 ETF (MDY)

Summit Financial Wealth Advisors, LLC initiated holding in S&P MidCap 400 ETF. The purchase prices were between $484.25 and $529.45, with an estimated average price of $507.81. The stock is now traded at around $509.750000. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,848 shares as of 2021-12-31.

New Purchase: iShares S&P 500 Growth ETF (IVW)

Summit Financial Wealth Advisors, LLC initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $73.1 and $84.81, with an estimated average price of $80.59. The stock is now traded at around $81.250000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,152 shares as of 2021-12-31.

New Purchase: First Trust Cboe Vest U.S. Equity Buffer ETF - Nov (FNOV)

Summit Financial Wealth Advisors, LLC initiated holding in First Trust Cboe Vest U.S. Equity Buffer ETF - Nov. The purchase prices were between $37.54 and $39.03, with an estimated average price of $38.42. The stock is now traded at around $38.840000. The impact to a portfolio due to this purchase was 0.07%. The holding were 9,655 shares as of 2021-12-31.

New Purchase: iShares S&P 500 Value ETF (IVE)

Summit Financial Wealth Advisors, LLC initiated holding in iShares S&P 500 Value ETF. The purchase prices were between $145.08 and $156.8, with an estimated average price of $151.56. The stock is now traded at around $159.060000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,271 shares as of 2021-12-31.

New Purchase: FT Cboe Vest U.S. Equity Deep Buffer ETF - Novembe (DNOV)

Summit Financial Wealth Advisors, LLC initiated holding in FT Cboe Vest U.S. Equity Deep Buffer ETF - Novembe. The purchase prices were between $34.49 and $35.38, with an estimated average price of $35.02. The stock is now traded at around $35.260000. The impact to a portfolio due to this purchase was 0.07%. The holding were 9,966 shares as of 2021-12-31.

New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)

Summit Financial Wealth Advisors, LLC initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $98.85 and $110.23, with an estimated average price of $104.47. The stock is now traded at around $105.390000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,740 shares as of 2021-12-31.

Added: First Trust Enhanced Short Maturity ETF (FTSM)

Summit Financial Wealth Advisors, LLC added to a holding in First Trust Enhanced Short Maturity ETF by 164.11%. The purchase prices were between $59.78 and $59.9, with an estimated average price of $59.83. The stock is now traded at around $59.780000. The impact to a portfolio due to this purchase was 4.54%. The holding were 630,559 shares as of 2021-12-31.

Added: Valero Energy Corp (VLO)

Summit Financial Wealth Advisors, LLC added to a holding in Valero Energy Corp by 2675.40%. The purchase prices were between $66.94 and $82.69, with an estimated average price of $74.42. The stock is now traded at around $84.370000. The impact to a portfolio due to this purchase was 1.67%. The holding were 113,930 shares as of 2021-12-31.

Added: Schwab International Equity ETF (SCHF)

Summit Financial Wealth Advisors, LLC added to a holding in Schwab International Equity ETF by 21.14%. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $39.470000. The impact to a portfolio due to this purchase was 0.12%. The holding were 91,634 shares as of 2021-12-31.

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Summit Financial Wealth Advisors, LLC added to a holding in Schwab U.S. Large-Cap Growth ETF by 32.83%. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $157.650000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,185 shares as of 2021-12-31.

Sold Out: Citigroup Inc (C)

Summit Financial Wealth Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.

Sold Out: Procter & Gamble Co (PG)

Summit Financial Wealth Advisors, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $138.79 and $164.19, with an estimated average price of $148.79.

Sold Out: Vanguard S&P 500 ETF (VOO)

Summit Financial Wealth Advisors, LLC sold out a holding in Vanguard S&P 500 ETF. The sale prices were between $392.77 and $439.01, with an estimated average price of $421.15.

Sold Out: ProShares Short S&P500 (SH)

Summit Financial Wealth Advisors, LLC sold out a holding in ProShares Short S&P500. The sale prices were between $13.55 and $15.24, with an estimated average price of $14.18.

Sold Out: Sylvamo Corp (SLVM)

Summit Financial Wealth Advisors, LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.



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