Sponsored

The Analysis of Summit Financial Wealth Advisors, LLC's Holdings & P&L

Currently, Summit Financial Wealth Advisors, LLC holds 193 types of securities in its portfolio with a total value $705.4M. In the most recent quarter, they have increased their positions in UNH (+25.2K shares, valued at $6.8M), VYMI (+39.7K shares, valued at $3.7M), SPBO (+99.1K shares, valued at $2.9M); decreased their positions in QCOM (-51.3K shares, valued at $6.6M), VLO (-17.0K shares, valued at $4.2M), RTX (-21.1K shares, valued at $4.1M); initiated new positions in BFST (+59.4K shares, valued at $1.6M), FANG (+1.9K shares, valued at $370.5K), GJAN (+7.0K shares, valued at $293.0K).

1M P&L

+17.1M+2.43%

3M P&L

+7.1M+0.99%

HY P&L

-265.1M-26.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A427.4M

64.4%

2Aerospace & Defense25.5M

3.8%

3Banks - Regional20.6M

3.1%

Top Industries by Stock Count

1N/A71 stocks

40.6%

2Banks - Regional11 stocks

6.3%

3Drug Manufacturers - General8 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYMI VANGUARD WHITEHALL FDS637.7K shares6.64%2026-03-312026-05-26

SCHD SCHWAB STRATEGIC TR1.9M shares-3.04%2026-03-312026-05-26

VUG VANGUARD INDEX FDS111.8K shares1.61%2026-03-312026-05-26

SPBO SPDR SERIES TRUST1.1M shares9.64%2026-03-312026-05-26

BILZ PIMCO ETF TR302.9K shares9.41%2026-03-312026-05-26

NOBL PROSHARES TR255.5K shares-1.29%2026-03-312026-05-26

PFF ISHARES TR676.2K shares-3.47%2026-03-312026-05-26

FMDE FIDELITY COVINGTON TRUST551.8K shares2.27%2026-03-312026-05-26

Sponsored

VTI VANGUARD INDEX FDS56.1K shares1.49%2026-03-312026-05-26

IJR ISHARES TR137.6K shares-3.75%2026-03-312026-05-26

CMI CUMMINS INC31.3K shares-0.37%2026-03-312026-05-26

VLO VALERO ENERGY CORP64.4K shares-20.91%2026-03-312026-05-26

RTX RTX CORPORATION78.7K shares-21.19%2026-03-312026-05-26

T AT&T INC482.1K shares0.89%2026-03-312026-05-26

MMM 3M CO92.8K shares1.83%2026-03-312026-05-26

ALPS ETF TR ALPS ETF TR254.3K shares-1.87%2026-03-312026-05-26

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD256.6K shares11.37%2026-03-312026-05-26

CSCO CISCO SYS INC167.4K shares1.24%2026-03-312026-05-26

AAPL APPLE INC43.9K shares0.73%2026-03-312026-05-26

GRMN GARMIN LTD45.3K shares1.86%2026-03-312026-05-26

RDVI FIRST TR EXCHANGE-TRADED FD395.9K shares6.90%2026-03-312026-05-26

EATON CORP PLC EATON CORP PLC23.6K shares5.15%2026-03-312026-05-26

XOM EXXON MOBIL CORP49.0K shares-4.40%2026-03-312026-05-26

LMT LOCKHEED MARTIN CORP13.7K shares2.97%2026-03-312026-05-26

Sponsored

UNH UNITEDHEALTH GROUP INC29.9K shares536.84%2026-03-312026-05-26

VO VANGUARD INDEX FDS25.5K shares1.79%2026-03-312026-05-26

JEPI J P MORGAN EXCHANGE TRADED F126.5K shares15.94%2026-03-312026-05-26

GPC GENUINE PARTS CO66.1K shares-3.06%2026-03-312026-05-26

CVX CHEVRON CORPORATION33.3K shares1.00%2026-03-312026-05-26

HWC HANCOCK WHITNEY CORPORATION86.8K shares0.60%2026-03-312026-05-26

USB US BANCORP102.9K shares-1.97%2026-03-312026-05-26

MSFT MICROSOFT CORP14.3K shares22.01%2026-03-312026-05-26

Sponsored

IBM INTERNATIONAL BUSINESS MACHS20.3K shares7.81%2026-03-312026-05-26

FDVV FIDELITY COVINGTON TRUST84.2K shares23.73%2026-03-312026-05-26

SPY STATE STR SPDR S&P 500 ETF T5.9K shares1.39%2026-03-312026-05-26

ALPHABET INC ALPHABET INC12.7K shares-0.42%2026-03-312026-05-26

IVV ISHARES TR5.6K shares44.78%2026-03-312026-05-26

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares6.76%2026-03-312026-05-26

JPM JPMORGAN CHASE & CO11.6K shares2.91%2026-03-312026-05-26

EQL ALPS ETF TR70.8K shares3.66%2026-03-312026-05-26

Sponsored

WMT WALMART INC26.9K shares3.48%2026-03-312026-05-26

SCHG SCHWAB STRATEGIC TR110.5K shares5.66%2026-03-312026-05-26

FHN FIRST HORIZON CORPORATION136.9K shares17.43%2026-03-312026-05-26

BROADCOM INC BROADCOM INC8.2K shares0.77%2026-03-312026-05-26

SPYM SPDR SERIES TRUST33.0K shares7.52%2026-03-312026-05-26

NVDA NVIDIA CORPORATION14.4K shares6.45%2026-03-312026-05-26

PFE PFIZER INC87.2K shares-2.57%2026-03-312026-05-26

AMZN AMAZON COM INC11.5K shares3.27%2026-03-312026-05-26

Sponsored

OKE ONEOK INC NEW26.5K shares0.89%2026-03-312026-05-26

OUSM ALPS ETF TR50.9K shares5.74%2026-03-312026-05-26

HBCP HOMEBANCORP INC36.0K shares31.08%2026-03-312026-05-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares-37.75%2026-03-312026-05-26

BA BOEING CO10.1K shares29.02%2026-03-312026-05-26

SCHA SCHWAB STRATEGIC TR67.9K shares-2.85%2026-03-312026-05-26

TSLA TESLA INC5.3K shares2.59%2026-03-312026-05-26

GLD SPDR GOLD TR4.5K shares-3.88%2026-03-312026-05-26

Sponsored

JNJ JOHNSON & JOHNSON7.9K shares9.21%2026-03-312026-05-26

PM PHILIP MORRIS INTL INC10.6K shares-1.44%2026-03-312026-05-26

VTV VANGUARD INDEX FDS8.2K shares-1.93%2026-03-312026-05-26

AIQ GLOBAL X FDS34.6K shares6.47%2026-03-312026-05-26

BFST BUSINESS FIRST BANCSHARES IN59.4K sharesnew addition2026-03-312026-05-26

FPE FIRST TR EXCH TRADED FD III86.1K shares6.11%2026-03-312026-05-26

ENFR ALPS ETF TR38.3K shares1.15%2026-03-312026-05-26

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD82.5K shares14.25%2026-03-312026-05-26

Sponsored

DGRO ISHARES TR19.1K shares0.07%2026-03-312026-05-26

TLT ISHARES TR15.0K shares157.90%2026-03-312026-05-26

ABBV ABBVIE INC5.9K shares0.29%2026-03-312026-05-26

SPHD INVESCO EXCH TRADED FD TR II25.2K shares2.55%2026-03-312026-05-26

MERCK & CO INC MERCK & CO INC9.9K shares-0.06%2026-03-312026-05-26

SCHM SCHWAB STRATEGIC TR37.5K shares-0.11%2026-03-312026-05-26

ALPHABET INC ALPHABET INC3.9K shares8.22%2026-03-312026-05-26

V VISA INC3.6K shares-1.33%2026-03-312026-05-26

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.0K shares0.02%2026-03-312026-05-26

LLY ELI LILLY & CO1.1K shares-1.55%2026-03-312026-05-26

XLK SELECT SECTOR SPDR TR7.5K shares1.00%2026-03-312026-05-26

SDOG ALPS ETF TR14.6K shares-7.37%2026-03-312026-05-26

RRBI RED RIVER BANCSHARES INC10.3K shares-17.60%2026-03-312026-05-26

EME EMCOR GROUP INC1.3K shares-0.40%2026-03-312026-05-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.8K shares40.18%2026-03-312026-05-26

COST COSTCO WHOLESALE CORPORATION906 shares16.75%2026-03-312026-05-26

Sponsored

LNG CHENIERE ENERGY INC3.1K shares5.15%2026-03-312026-05-26

TXN TEXAS INSTRS INC4.5K shares2.86%2026-03-312026-05-26

BAC BANK AMERICA CORP16.8K shares5.82%2026-03-312026-05-26

DE DEERE & CO1.5K shares8.77%2026-03-312026-05-26

VZ VERIZON COMMUNICATIONS INC16.3K shares17.25%2026-03-312026-05-26

AMGN AMGEN INC2.3K shares0.71%2026-03-312026-05-26

BMY BRISTOL-MYERS SQUIBB CO13.1K shares13.47%2026-03-312026-05-26

VFLO VICTORY PORTFOLIOS II19.8K shares9.71%2026-03-312026-05-26

Sponsored

PEP PEPSICO INC4.9K shares8.39%2026-03-312026-05-26

XLE SELECT SECTOR SPDR TR12.4K shares-76.15%2026-03-312026-05-26

NEM NEWMONT CORP7.0K shares3.62%2026-03-312026-05-26

MUB ISHARES TR7.0K shares0.00%2026-03-312026-05-26

META META PLATFORMS INC1.2K shares7.99%2026-03-312026-05-26

CAG CONAGRA BRANDS INC43.3K shares6.80%2026-03-312026-05-26

FELG FIDELITY COVINGTON TRUST18.0K shares71.11%2026-03-312026-05-26

BK BANK NEW YORK MELLON CORP5.7K shares1.16%2026-03-312026-05-26

Sponsored

CITIGROUP INC CITIGROUP INC5.7K shares4.16%2026-03-312026-05-26

TCAL T ROWE PRICE ETF INC28.8K shares69.86%2026-03-312026-05-26

UPS UNITED PARCEL SVCS INC6.5K shares167.41%2026-03-312026-05-26

UNP UNION PAC CORP2.6K shares4.40%2026-03-312026-05-26

FSMD FIDELITY COVINGTON TRUST13.5K shares97.93%2026-03-312026-05-26

MA MASTERCARD INCORPORATED1.2K shares-0.60%2026-03-312026-05-26

INVESCO QQQ TR INVESCO QQQ TR1.0K shares7.23%2026-03-312026-05-26

LW LAMB WESTON HLDGS INC13.7K shares-2.87%2026-03-312026-05-26

Sponsored

OBK ORIGIN BANCORP INC13.9K shares5.30%2026-03-312026-05-26

COP CONOCOPHILLIPS4.3K shares-0.16%2026-03-312026-05-26

NVO NOVO-NORDISK A S15.1K shares-8.09%2026-03-312026-05-26

EPD ENTERPRISE PRODS PARTNERS L14.6K shares6.41%2026-03-312026-05-26

AOR ISHARES TR8.5K shares-1.44%2026-03-312026-05-26

ET ENERGY TRANSFER L P28.2K shares15.48%2026-03-312026-05-26

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares-29.02%2026-03-312026-05-26

TGT TARGET CORP4.4K shares-2.91%2026-03-312026-05-26

Sponsored

CVS CVS HEALTH CORP7.5K shares-11.33%2026-03-312026-05-26

SO SOUTHERN CO5.6K shares-0.04%2026-03-312026-05-26

WM WASTE MGMT INC DEL2.2K shares4.76%2026-03-312026-05-26

QCOM QUALCOMM INC3.8K shares-93.08%2026-03-312026-05-26

SFNC SIMMONS FIRST NATL CORP25.1K shares0.00%2026-03-312026-05-26

PDI PIMCO DYNAMIC INCOME FD28.5K shares15.40%2026-03-312026-05-26

NVS NOVARTIS AG3.2K shares1.47%2026-03-312026-05-26

VPL VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2026-03-312026-05-26

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD6.9K shares9.11%2026-03-312026-05-26

KO COCA COLA CO6.1K shares0.54%2026-03-312026-05-26

GLW CORNING INC3.4K shares0.00%2026-03-312026-05-26

IJS ISHARES TR3.9K shares-18.24%2026-03-312026-05-26

VGK VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2026-03-312026-05-26

FNDX SCHWAB STRATEGIC TR15.8K shares16.21%2026-03-312026-05-26

NUV NUVEEN MUN VALUE FD INC47.5K shares-4.57%2026-03-312026-05-26

MCD MCDONALDS CORP1.3K shares14.33%2026-03-312026-05-26

Sponsored

VWO VANGUARD INTL EQUITY INDEX F7.5K shares0.00%2026-03-312026-05-26

PSX PHILLIPS 662.2K shares0.78%2026-03-312026-05-26

AVDV AMERICAN CENTY ETF TR4.0K shares0.00%2026-03-312026-05-26

IVW ISHARES TR3.4K shares0.00%2026-03-312026-05-26

MO ALTRIA GROUP INC5.8K shares41.24%2026-03-312026-05-26

FANG DIAMONDBACK ENERGY INC1.9K sharesnew addition2026-03-312026-05-26

GSK PLC GSK PLC6.6K shares0.76%2026-03-312026-05-26

ORCL ORACLE CORP2.5K shares7.66%2026-03-312026-05-26

Sponsored

PG PROCTER & GAMBLE CO2.5K shares-9.50%2026-03-312026-05-26

AROC ARCHROCK INC10.0K shares0.00%2026-03-312026-05-26

EOG EOG RES INC2.4K shares9.02%2026-03-312026-05-26

CNQ CANADIAN NAT RES LTD MED TER7.0K shares9.60%2026-03-312026-05-26

ENB ENBRIDGE INC6.3K shares3.78%2026-03-312026-05-26

DGRW WISDOMTREE TR3.8K shares0.00%2026-03-312026-05-26

LINDE PLC LINDE PLC661 shares-5.84%2026-03-312026-05-26

SBI WESTERN ASSET INTER MUNI42.6K shares-8.59%2026-03-312026-05-26

Sponsored

GJUN FIRST TR EXCHNG TRADED FD VI8.1K shares-28.94%2026-03-312026-05-26

SGOV ISHARES TR3.2K shares0.00%2026-03-312026-05-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP930 shares19.23%2026-03-312026-05-26

ALT ALTIMMUNE INC103.3K shares0.00%2026-03-312026-05-26

CAT CATERPILLAR INC448 shares2.28%2026-03-312026-05-26

EMR EMERSON ELEC CO2.4K shares0.33%2026-03-312026-05-26

O REALTY INCOME CORP5.1K shares0.00%2026-03-312026-05-26

AFL AFLAC INC2.8K shares1.56%2026-03-312026-05-26

Sponsored

IVE ISHARES TR1.4K shares0.00%2026-03-312026-05-26

TFC TRUIST FINL CORP6.6K shares6.29%2026-03-312026-05-26

CLST CATALYST BANCORP INC18.2K shares0.00%2026-03-312026-05-26

GEL GENESIS ENERGY L P16.6K shares-1.77%2026-03-312026-05-26

GJAN FIRST TR EXCHNG TRADED FD VI7.0K sharesnew addition2026-03-312026-05-26

RIO RIO TINTO PLC3.1K shares14.21%2026-03-312026-05-26

PHYS SPROTT ASSET MANAGEMENT LP8.0K shares0.00%2026-03-312026-05-26

IWN ISHARES TR1.5K shares0.00%2026-03-312026-05-26

Sponsored

TKR TIMKEN CO2.7K shares2.18%2026-03-312026-05-26

HPE HEWLETT PACKARD ENTERPRISE C11.2K shares1.77%2026-03-312026-05-26

ALL ALLSTATE CORP1.3K shares1.84%2026-03-312026-05-26

DFAU DIMENSIONAL ETF TRUST5.8K shares-17.14%2026-03-312026-05-26

SCHX SCHWAB STRATEGIC TR10.2K shares2.40%2026-03-312026-05-26

KNG FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2026-03-312026-05-26

RF REGIONS FINANCIAL CORP NEW9.7K shares0.00%2026-03-312026-05-26

ITOT ISHARES TR1.8K shares0.00%2026-03-312026-05-26

Sponsored

IYE ISHARES TR3.9K sharesnew addition2026-03-312026-05-26

PHAT PHATHOM PHARMACEUTICALS INC22.1K shares0.00%2026-03-312026-05-26

MDY STATE STR SPDR S&P MIDCAP 40394 shares0.25%2026-03-312026-05-26

AVSC AMERICAN CENTY ETF TR3.9K shares5.80%2026-03-312026-05-26

NTAP NETAPP INC2.3K shares-2.66%2026-03-312026-05-26

SCHW SCHWAB CHARLES CORP2.5K shares10.99%2026-03-312026-05-26

BP BP PLC5.1K sharesnew addition2026-03-312026-05-26

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-05-26

Sponsored

KMB KIMBERLY-CLARK CORP2.5K shares0.65%2026-03-312026-05-26

BTT BLACKROCK MUN TARGET TERM TR10.2K shares0.00%2026-03-312026-05-26

WMB WILLIAMS COS INC3.2K sharesnew addition2026-03-312026-05-26

VENTURE GLOBAL INC VENTURE GLOBAL INC14.5K shares1.10%2026-03-312026-05-26

LOW LOWES COS INC939 shares2.51%2026-03-312026-05-26

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-05-26

SPHY SPDR SERIES TRUST9.3K shares0.00%2026-03-312026-05-26

WES WESTERN MIDSTREAM PARTNERS L5.2K sharesnew addition2026-03-312026-05-26

Sponsored

AMAT APPLIED MATLS INC617 sharesnew addition2026-03-312026-05-26

LNC LINCOLN NATL CORP IND5.8K shares15.84%2026-03-312026-05-26

KTF DWS MUN INCOME TR22.5K shares-11.42%2026-03-312026-05-26

MEDTRONIC PLC MEDTRONIC PLC2.3K shares3.33%2026-03-312026-05-26

SYY SYSCO CORP2.8K shares3.07%2026-03-312026-05-26

NXP NUVEEN SELECT TAX-FREE INCOM13.0K sharesnew addition2026-03-312026-05-26

NEA NUVEEN AMT FREE QLTY MUN INC14.3K shares-13.11%2026-03-312026-05-26

F FORD MTR CO11.7K shares7.38%2026-03-312026-05-26

Sponsored

AUR AURORA INNOVATION INC12.2K shares1.28%2026-03-312026-05-26

VYMI

VANGUARD WHITEHALL FDS

6.64%

Shares637.7K

Event2026-03-31

Filed2026-05-26

SCHD

SCHWAB STRATEGIC TR

-3.04%

Shares1.9M

Event2026-03-31

Filed2026-05-26

VUG

VANGUARD INDEX FDS

1.61%

Shares111.8K

Event2026-03-31

Filed2026-05-26

SPBO

SPDR SERIES TRUST

9.64%

Shares1.1M

Event2026-03-31

Filed2026-05-26

BILZ

PIMCO ETF TR

9.41%

Shares302.9K

Event2026-03-31

Filed2026-05-26

NOBL

PROSHARES TR

-1.29%

Shares255.5K

Event2026-03-31

Filed2026-05-26

PFF

ISHARES TR

-3.47%

Shares676.2K

Event2026-03-31

Filed2026-05-26

FMDE

FIDELITY COVINGTON TRUST

2.27%

Shares551.8K

Event2026-03-31

Filed2026-05-26

VTI

VANGUARD INDEX FDS

1.49%

Shares56.1K

Event2026-03-31

Filed2026-05-26

IJR

ISHARES TR

-3.75%

Shares137.6K

Event2026-03-31

Filed2026-05-26

CMI

CUMMINS INC

-0.37%

Shares31.3K

Event2026-03-31

Filed2026-05-26

VLO

VALERO ENERGY CORP

-20.91%

Shares64.4K

Event2026-03-31

Filed2026-05-26

RTX

RTX CORPORATION

-21.19%

Shares78.7K

Event2026-03-31

Filed2026-05-26

AT&T INC

0.89%

Shares482.1K

Event2026-03-31

Filed2026-05-26

MMM

3M CO

1.83%

Shares92.8K

Event2026-03-31

Filed2026-05-26

ALPS ETF TR

-1.87%

Shares254.3K

Event2026-03-31

Filed2026-05-26

FDL

FIRST TR EXCHANGE-TRADED FD

11.37%

Shares256.6K

Event2026-03-31

Filed2026-05-26

CSCO

CISCO SYS INC

1.24%

Shares167.4K

Event2026-03-31

Filed2026-05-26

AAPL

APPLE INC

0.73%

Shares43.9K

Event2026-03-31

Filed2026-05-26

GRMN

GARMIN LTD

1.86%

Shares45.3K

Event2026-03-31

Filed2026-05-26

RDVI

FIRST TR EXCHANGE-TRADED FD

6.90%

Shares395.9K

Event2026-03-31

Filed2026-05-26

EATON CORP PLC

5.15%

Shares23.6K

Event2026-03-31

Filed2026-05-26

XOM

EXXON MOBIL CORP

-4.40%

Shares49.0K

Event2026-03-31

Filed2026-05-26

LMT

LOCKHEED MARTIN CORP

2.97%

Shares13.7K

Event2026-03-31

Filed2026-05-26

UNH

UNITEDHEALTH GROUP INC

536.84%

Shares29.9K

Event2026-03-31

Filed2026-05-26

VANGUARD INDEX FDS

1.79%

Shares25.5K

Event2026-03-31

Filed2026-05-26

JEPI

J P MORGAN EXCHANGE TRADED F

15.94%

Shares126.5K

Event2026-03-31

Filed2026-05-26

GPC

GENUINE PARTS CO

-3.06%

Shares66.1K

Event2026-03-31

Filed2026-05-26

CVX

CHEVRON CORPORATION

1.00%

Shares33.3K

Event2026-03-31

Filed2026-05-26

HWC

HANCOCK WHITNEY CORPORATION

0.60%

Shares86.8K

Event2026-03-31

Filed2026-05-26

USB

US BANCORP

-1.97%

Shares102.9K

Event2026-03-31

Filed2026-05-26

MSFT

MICROSOFT CORP

22.01%

Shares14.3K

Event2026-03-31

Filed2026-05-26

IBM

INTERNATIONAL BUSINESS MACHS

7.81%

Shares20.3K

Event2026-03-31

Filed2026-05-26

FDVV

FIDELITY COVINGTON TRUST

23.73%

Shares84.2K

Event2026-03-31

Filed2026-05-26

SPY

STATE STR SPDR S&P 500 ETF T

1.39%

Shares5.9K

Event2026-03-31

Filed2026-05-26

ALPHABET INC

-0.42%

Shares12.7K

Event2026-03-31

Filed2026-05-26

IVV

ISHARES TR

44.78%

Shares5.6K

Event2026-03-31

Filed2026-05-26

VANGUARD INDEX FDS

6.76%

Shares5.9K

Event2026-03-31

Filed2026-05-26

JPM

JPMORGAN CHASE & CO

2.91%

Shares11.6K

Event2026-03-31

Filed2026-05-26

EQL

ALPS ETF TR

3.66%

Shares70.8K

Event2026-03-31

Filed2026-05-26

WMT

WALMART INC

3.48%

Shares26.9K

Event2026-03-31

Filed2026-05-26

SCHG

SCHWAB STRATEGIC TR

5.66%

Shares110.5K

Event2026-03-31

Filed2026-05-26

FHN

FIRST HORIZON CORPORATION

17.43%

Shares136.9K

Event2026-03-31

Filed2026-05-26

BROADCOM INC

0.77%

Shares8.2K

Event2026-03-31

Filed2026-05-26

SPYM

SPDR SERIES TRUST

7.52%

Shares33.0K

Event2026-03-31

Filed2026-05-26

NVDA

NVIDIA CORPORATION

6.45%

Shares14.4K

Event2026-03-31

Filed2026-05-26

PFE

PFIZER INC

-2.57%

Shares87.2K

Event2026-03-31

Filed2026-05-26

AMZN

AMAZON COM INC

3.27%

Shares11.5K

Event2026-03-31

Filed2026-05-26

OKE

ONEOK INC NEW

0.89%

Shares26.5K

Event2026-03-31

Filed2026-05-26

OUSM

ALPS ETF TR

5.74%

Shares50.9K

Event2026-03-31

Filed2026-05-26

HBCP

HOMEBANCORP INC

31.08%

Shares36.0K

Event2026-03-31

Filed2026-05-26

BERKSHIRE HATHAWAY INC DEL

-37.75%

Shares4.2K

Event2026-03-31

Filed2026-05-26

BOEING CO

29.02%

Shares10.1K

Event2026-03-31

Filed2026-05-26

SCHA

SCHWAB STRATEGIC TR

-2.85%

Shares67.9K

Event2026-03-31

Filed2026-05-26

TSLA

TESLA INC

2.59%

Shares5.3K

Event2026-03-31

Filed2026-05-26

GLD

SPDR GOLD TR

-3.88%

Shares4.5K

Event2026-03-31

Filed2026-05-26

JNJ

JOHNSON & JOHNSON

9.21%

Shares7.9K

Event2026-03-31

Filed2026-05-26

PHILIP MORRIS INTL INC

-1.44%

Shares10.6K

Event2026-03-31

Filed2026-05-26

VTV

VANGUARD INDEX FDS

-1.93%

Shares8.2K

Event2026-03-31

Filed2026-05-26

AIQ

GLOBAL X FDS

6.47%

Shares34.6K

Event2026-03-31

Filed2026-05-26

BFST

BUSINESS FIRST BANCSHARES IN

New

Shares59.4K

Event2026-03-31

Filed2026-05-26

FPE

FIRST TR EXCH TRADED FD III

6.11%

Shares86.1K

Event2026-03-31

Filed2026-05-26

ENFR

ALPS ETF TR

1.15%

Shares38.3K

Event2026-03-31

Filed2026-05-26

BLUEROCK PVT REAL ESTATE FD

14.25%

Shares82.5K

Event2026-03-31

Filed2026-05-26

DGRO

ISHARES TR

0.07%

Shares19.1K

Event2026-03-31

Filed2026-05-26

TLT

ISHARES TR

157.90%

Shares15.0K

Event2026-03-31

Filed2026-05-26

ABBV

ABBVIE INC

0.29%

Shares5.9K

Event2026-03-31

Filed2026-05-26

SPHD

INVESCO EXCH TRADED FD TR II

2.55%

Shares25.2K

Event2026-03-31

Filed2026-05-26

MERCK & CO INC

-0.06%

Shares9.9K

Event2026-03-31

Filed2026-05-26

SCHM

SCHWAB STRATEGIC TR

-0.11%

Shares37.5K

Event2026-03-31

Filed2026-05-26

ALPHABET INC

8.22%

Shares3.9K

Event2026-03-31

Filed2026-05-26

VISA INC

-1.33%

Shares3.6K

Event2026-03-31

Filed2026-05-26

VIG

VANGUARD SPECIALIZED FUNDS

0.02%

Shares5.0K

Event2026-03-31

Filed2026-05-26

LLY

ELI LILLY & CO

-1.55%

Shares1.1K

Event2026-03-31

Filed2026-05-26

XLK

SELECT SECTOR SPDR TR

1.00%

Shares7.5K

Event2026-03-31

Filed2026-05-26

SDOG

ALPS ETF TR

-7.37%

Shares14.6K

Event2026-03-31

Filed2026-05-26

RRBI

RED RIVER BANCSHARES INC

-17.60%

Shares10.3K

Event2026-03-31

Filed2026-05-26

EME

EMCOR GROUP INC

-0.40%

Shares1.3K

Event2026-03-31

Filed2026-05-26

INVESCO EXCHANGE TRADED FD T

40.18%

Shares4.8K

Event2026-03-31

Filed2026-05-26

COST

COSTCO WHOLESALE CORPORATION

16.75%

Shares906

Event2026-03-31

Filed2026-05-26

LNG

CHENIERE ENERGY INC

5.15%

Shares3.1K

Event2026-03-31

Filed2026-05-26

TXN

TEXAS INSTRS INC

2.86%

Shares4.5K

Event2026-03-31

Filed2026-05-26

BAC

BANK AMERICA CORP

5.82%

Shares16.8K

Event2026-03-31

Filed2026-05-26

DEERE & CO

8.77%

Shares1.5K

Event2026-03-31

Filed2026-05-26

VERIZON COMMUNICATIONS INC

17.25%

Shares16.3K

Event2026-03-31

Filed2026-05-26

AMGN

AMGEN INC

0.71%

Shares2.3K

Event2026-03-31

Filed2026-05-26

BMY

BRISTOL-MYERS SQUIBB CO

13.47%

Shares13.1K

Event2026-03-31

Filed2026-05-26

VFLO

VICTORY PORTFOLIOS II

9.71%

Shares19.8K

Event2026-03-31

Filed2026-05-26

PEP

PEPSICO INC

8.39%

Shares4.9K

Event2026-03-31

Filed2026-05-26

XLE

SELECT SECTOR SPDR TR

-76.15%

Shares12.4K

Event2026-03-31

Filed2026-05-26

NEM

NEWMONT CORP

3.62%

Shares7.0K

Event2026-03-31

Filed2026-05-26

MUB

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-26