Summit Financial Wealth Advisors, LLC Buys Origin Bancorp Inc, Diamondback Energy Inc, Citigroup Inc, Sells Eaton Corp PLC, Vanguard FTSE Emerging Markets ETF, Huntington Ingalls Industries Inc

Lafayette, LA, based Investment company Summit Financial Wealth Advisors, LLC (Current Portfolio) buys Origin Bancorp Inc, Diamondback Energy Inc, Citigroup Inc, Coca-Cola Co, Procter & Gamble Co, sells Eaton Corp PLC, Vanguard FTSE Emerging Markets ETF, Huntington Ingalls Industries Inc, International Business Machines Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Summit Financial Wealth Advisors, LLC. As of 2021Q3, Summit Financial Wealth Advisors, LLC owns 130 stocks with a total value of $441 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. Vanguard Growth ETF (VUG) - 139,731 shares, 9.19% of the total portfolio. Shares reduced by 1.2%
  2. iShares Core Dividend Growth ETF (DGRO) - 797,253 shares, 9.08% of the total portfolio. Shares added by 3.56%
  3. iShares U.S. Preferred Stock (PFF) - 725,879 shares, 6.39% of the total portfolio. Shares added by 3.11%
  4. First Trust Preferred Securities and Income ETF (FPE) - 1,367,371 shares, 6.37% of the total portfolio. Shares added by 2.80%
  5. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 228,884 shares, 4.59% of the total portfolio. Shares added by 0.70%
New Purchase: Origin Bancorp Inc (OBNK)

Summit Financial Wealth Advisors, LLC initiated holding in Origin Bancorp Inc. The purchase prices were between $39.17 and $43.09, with an estimated average price of $40.98. The stock is now traded at around $46.880000. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,217 shares as of 2021-09-30.

New Purchase: Diamondback Energy Inc (FANG)

Summit Financial Wealth Advisors, LLC initiated holding in Diamondback Energy Inc. The purchase prices were between $67.88 and $99.6, with an estimated average price of $80.54. The stock is now traded at around $114.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,500 shares as of 2021-09-30.

New Purchase: Citigroup Inc (C)

Summit Financial Wealth Advisors, LLC initiated holding in Citigroup Inc. The purchase prices were between $65.08 and $74.3, with an estimated average price of $69.93. The stock is now traded at around $67.515000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,900 shares as of 2021-09-30.

New Purchase: Procter & Gamble Co (PG)

Summit Financial Wealth Advisors, LLC initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $145.630000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,508 shares as of 2021-09-30.

New Purchase: Coca-Cola Co (KO)

Summit Financial Wealth Advisors, LLC initiated holding in Coca-Cola Co. The purchase prices were between $52.47 and $57.48, with an estimated average price of $55.73. The stock is now traded at around $56.990000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,916 shares as of 2021-09-30.

New Purchase: ProShares Short S&P500 (SH)

Summit Financial Wealth Advisors, LLC initiated holding in ProShares Short S&P500. The purchase prices were between $14.5 and $15.5, with an estimated average price of $14.9. The stock is now traded at around $13.900000. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,510 shares as of 2021-09-30.

Added: Home Bancorp Inc (HBCP)

Summit Financial Wealth Advisors, LLC added to a holding in Home Bancorp Inc by 30.11%. The purchase prices were between $35.12 and $39.13, with an estimated average price of $37.22. The stock is now traded at around $43.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 20,525 shares as of 2021-09-30.

Added: The Energy Select Sector SPDR Fund (XLE)

Summit Financial Wealth Advisors, LLC added to a holding in The Energy Select Sector SPDR Fund by 27.98%. The purchase prices were between $45.24 and $54.15, with an estimated average price of $49.03. The stock is now traded at around $58.225000. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,139 shares as of 2021-09-30.

Sold Out: Huntington Ingalls Industries Inc (HII)

Summit Financial Wealth Advisors, LLC sold out a holding in Huntington Ingalls Industries Inc. The sale prices were between $189.32 and $212.15, with an estimated average price of $202.43.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Summit Financial Wealth Advisors, LLC sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $48.9 and $53.52, with an estimated average price of $51.26.

Sold Out: International Business Machines Corp (IBM)

Summit Financial Wealth Advisors, LLC sold out a holding in International Business Machines Corp. The sale prices were between $127.01 and $140.26, with an estimated average price of $133.56.



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