Summit Financial Wealth Advisors, LLC Buys Nuveen Municipal Value Fund Inc, Red River Bancshares Inc, ISHARES TRUST, Sells VANGUARD INDEX FDS, Valero Energy Corp, United Parcel Service Inc

• New Purchases: RRBI, GDX, TSLA, BABA, AOM, FEX, PHYS, ET, VKTX,
• Added Positions: NUV, PFF, IVW, VCIT, FHN, IJR, GLD, VZ, INTC, NZF, MMD, BA, NVS, SCHF, OBNK, VMO, VTR, USB, PG, RTX, CSCO,
• Reduced Positions: VUG, VLO, UPS, NOBL, QCOM, GRMN, WM, VO, XLK, DGRO, JPM, IVV, FPE, CVS, SPHD, WMT, RDS.B, MUB, QQQ, AAPL, SCHO, ACWV, FOCS, AVGO, MMM, ETN, UNH, ITOT, VNQ, XOM, BOND, BGB, CVX, KTF, MA, VIG, SPY, HD, SCHD, KMB, MSFT, TXN, DIS, ABBV, TEI, MCD, TGT, IP, SCHM, PM, GLUU, HBCP, FB, WEC, VWO, SBI,
• Sold Out: TFC, IBKC, DAL, ALL, LLY, GSK, FNDA, XMLV, ATNM,

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

1. VANGUARD INDEX FDS (VUG) - 141,603 shares, 8.66% of the total portfolio. Shares reduced by 20.76%
2. ISHARES TRUST (DGRO) - 738,586 shares, 8.08% of the total portfolio. Shares reduced by 1.02%
3. First Trust Enhanced Short Maturity ETF (FTSM) - 423,971 shares, 7.03% of the total portfolio. Shares added by 0.78%
4. FIRST TR EXCHANGE (FPE) - 1,308,562 shares, 6.94% of the total portfolio. Shares reduced by 1.12%
5. iShares U.S. Preferred Stock (PFF) - 643,681 shares, 6.45% of the total portfolio. Shares added by 1.87%

Summit Financial Wealth Advisors, LLC initiated holding in Red River Bancshares Inc. The purchase prices were between $38.05 and $49.16, with an estimated average price of $43.04. The stock is now traded at around $48.01. The impact to a portfolio due to this purchase was 0.17%. The holding were 13,350 shares as of .

Summit Financial Wealth Advisors, LLC initiated holding in VanEck Vectors Gold Miners ETF. The purchase prices were between $36.17 and $44.53, with an estimated average price of $40.76. The stock is now traded at around $38.88. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,050 shares as of .

Summit Financial Wealth Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $39.59 and $41.94, with an estimated average price of $40.82. The stock is now traded at around $41.97. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,233 shares as of .

Summit Financial Wealth Advisors, LLC initiated holding in FIRST TR LARGE CAP. The purchase prices were between $59.34 and $66.63, with an estimated average price of $62.76. The stock is now traded at around $67.80. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,160 shares as of .

Summit Financial Wealth Advisors, LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $421.26. The impact to a portfolio due to this purchase was 0.06%. The holding were 511 shares as of .

Summit Financial Wealth Advisors, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $290.53. The impact to a portfolio due to this purchase was 0.06%. The holding were 675 shares as of .

Summit Financial Wealth Advisors, LLC added to a holding in Nuveen Municipal Value Fund Inc by 64.02%. The purchase prices were between $10.24 and $10.79, with an estimated average price of $10.58. The stock is now traded at around $10.94. The impact to a portfolio due to this purchase was 0.18%. The holding were 157,298 shares as of .

Summit Financial Wealth Advisors, LLC added to a holding in ISHARES TRUST by 300.00%. The purchase prices were between $52.3 and $62.28, with an estimated average price of $56.48. The stock is now traded at around $60.56. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,152 shares as of .

Summit Financial Wealth Advisors, LLC added to a holding in First Horizon National Corp by 29.77%. The purchase prices were between $8.36 and $10.11, with an estimated average price of $9.41. The stock is now traded at around $12.03. The impact to a portfolio due to this purchase was 0.07%. The holding were 104,603 shares as of .

Summit Financial Wealth Advisors, LLC added to a holding in SPDR GOLD TRUST by 74.43%. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $175.08. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,527 shares as of .

Summit Financial Wealth Advisors, LLC sold out a holding in Truist Financial Corp. The sale prices were between $33.61 and $40.81, with an estimated average price of $37.68.

Summit Financial Wealth Advisors, LLC sold out a holding in IBERIABANK Corp. The sale prices were between $43.08 and $43.08, with an estimated average price of $43.08.

Summit Financial Wealth Advisors, LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $24.94 and $34.57, with an estimated average price of $28.86.

Summit Financial Wealth Advisors, LLC sold out a holding in Invesco S P MidCap Low Volatility ETF. The sale prices were between $40.45 and $44.44, with an estimated average price of $42.57.

Summit Financial Wealth Advisors, LLC sold out a holding in Allstate Corp. The sale prices were between $85.82 and $97.25, with an estimated average price of $93.31.

Summit Financial Wealth Advisors, LLC sold out a holding in Eli Lilly and Co. The sale prices were between $146.22 and $169.13, with an estimated average price of $154.85.

Summit Financial Wealth Advisors, LLC reduced to a holding in VANGUARD INDEX FDS by 20.76%. The sale prices were between $204.41 and $245.48, with an estimated average price of $221.4. The stock is now traded at around $236.96. The impact to a portfolio due to this sale was -2.09%. Summit Financial Wealth Advisors, LLC still held 141,603 shares as of .

Summit Financial Wealth Advisors, LLC reduced to a holding in Valero Energy Corp by 94.42%. The sale prices were between $43.32 and $59.69, with an estimated average price of $52.42. The stock is now traded at around $50.08. The impact to a portfolio due to this sale was -1.61%. Summit Financial Wealth Advisors, LLC still held 6,705 shares as of .

Summit Financial Wealth Advisors, LLC reduced to a holding in United Parcel Service Inc by 44.97%. The sale prices were between $113.76 and $168.9, with an estimated average price of $145.35. The stock is now traded at around $163.22. The impact to a portfolio due to this sale was -1.12%. Summit Financial Wealth Advisors, LLC still held 44,783 shares as of .

Summit Financial Wealth Advisors, LLC reduced to a holding in Waste Management Inc by 66.9%. The sale prices were between $102.08 and $117.07, with an estimated average price of $110.44. The stock is now traded at around $120.96. The impact to a portfolio due to this sale was -0.21%. Summit Financial Wealth Advisors, LLC still held 3,843 shares as of .

Summit Financial Wealth Advisors, LLC reduced to a holding in SELECT SECTOR SPDR by 43.2%. The sale prices were between $104.66 and $127.03, with an estimated average price of $112.96. The stock is now traded at around $120.70. The impact to a portfolio due to this sale was -0.09%. Summit Financial Wealth Advisors, LLC still held 4,207 shares as of .

Summit Financial Wealth Advisors, LLC reduced to a holding in JPMorgan Chase & Co by 25.36%. The sale prices were between $91.28 and $103.82, with an estimated average price of $98.2. The stock is now traded at around $116.90. The impact to a portfolio due to this sale was -0.08%. Summit Financial Wealth Advisors, LLC still held 9,235 shares as of .