Summit Financial Wealth Advisors, LLC Purchases in Q2 2024

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
37.9K
+ 121.0%
$25.26 - $29.6 $957K - $1.12M
69.2K $1.94M
SPTL
Spdr Portfolio Long Term Treas

ETFs
41.2K
+ 47.41%
$26.06 - $27.96 $1.07M - $1.15M
128K $3.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.4K
+ 52.28%
$55.45 - $57.39 $1.02M - $1.05M
53.5K $3.03M
MMM
3 M CO

Industrials
11.5K
+ 13.58%
$90.54 - $105.26 $1.04M - $1.21M
96.5K $9.86M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.8K
+ 3.32%
$66.16 - $71.7 $849K - $920K
400K $27.4M
DFAU
Dimensional ETF Tr

ETFs
15.2K
New
$34.53 - $37.67 $524K - $571K
15.2K $568K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
7.63K
New
$50.92 - $54.4 $389K - $415K
7.63K $403K
NVDA
Nvidia Corp

Technology
2.81K
New
$118.11 - $1224.4 $332K - $3.44M
2.81K $346K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.5K
New
$87.78 - $94.67 $307K - $331K
3.5K $321K
GOOG
Alphabet Inc.

Communication Services
250
+ 2.93%
$151.94 - $186.86 $38K - $46.7K
8.78K $1.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.8K
New
$72.31 - $79.02 $274K - $300K
3.8K $296K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.77K
New
$45.72 - $48.47 $264K - $280K
5.77K $279K
GOOGL
Alphabet Inc.

Communication Services
1.3K
New
$150.53 - $185.41 $196K - $242K
1.3K $237K
PFF
Ishares Trust Ishares Pfd And

ETFs
21.1K
+ 3.25%
$30.65 - $32.13 $647K - $678K
670K $21.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.4K
+ 0.46%
$45.03 - $48.19 $63K - $67.4K
303K $14.6M
HPE
Hewlett Packard Enterprise CO

Technology
10.1K
New
$16.44 - $21.84 $166K - $221K
10.1K $213K
AVGO
Broadcom Inc.

Technology
14
+ 2.08%
$1204.71 - $1828.87 $16.9K - $25.6K
686 $1.1M
XLE
Energy Sector Spdr

ETFs
2.66K
+ 28.47%
$88.04 - $98.08 $234K - $261K
12K $1.09M
O
Realty Income Corp

Real Estate
3.94K
+ 76.69%
$50.8 - $55.45 $200K - $219K
9.08K $479K
ALT
Altimmune, Inc.

Healthcare
27.8K
New
$5.91 - $10.23 $164K - $284K
27.8K $184K
WMT
Walmart Inc.

Consumer Defensive
66
+ 0.28%
$58.85 - $68.9 $3.88K - $4.55K
23.6K $1.6M
AIQ
Global X Funds Global X Artifi

ETFs
4.02K
+ 19.42%
$31.46 - $35.95 $126K - $145K
24.7K $880K
GLD
Spdr Gold Trust

ETFs
667
+ 20.34%
$207.82 - $224.56 $139K - $150K
3.95K $848K
SCHG
Schwab Strategic Tr Us Large C

ETFs
105
+ 0.61%
$87.04 - $101.61 $9.14K - $10.7K
17.4K $1.75M
BAC
Bank Of America Corp

Financial Services
3K
+ 19.76%
$34.68 - $40.02 $104K - $120K
18.2K $723K
OKE
Oneok Inc

Energy
1.34K
+ 30.35%
$76.92 - $83.01 $103K - $111K
5.74K $467K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.26%
$495.16 - $548.49 $6.44K - $7.13K
5.07K $2.76M
LLY
Eli Lilly & CO

Healthcare
16
+ 2.12%
$724.87 - $909.04 $11.6K - $14.5K
769 $696K
AMZN
Amazon Com Inc

Consumer Cyclical
97
+ 1.38%
$173.67 - $197.85 $16.8K - $19.2K
7.15K $1.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.73K
+ 36.54%
$45.24 - $49.04 $78.2K - $84.8K
6.46K $306K
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 16.82%
$78.61 - $85.97 $79.9K - $87.4K
7.07K $591K
AMGN
Amgen Inc

Healthcare
16
+ 0.72%
$262.75 - $319.31 $4.2K - $5.11K
2.25K $701K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.26%
$88.6 - $104.24 $975 - $1.15K
4.17K $422K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 0.7%
$180.08 - $204.79 $12.1K - $13.7K
9.58K $1.94M
ET
Energy Transfer LP

Energy
1K
+ 5.01%
$15.1 - $16.25 $15.1K - $16.3K
21K $340K
JNJ
Johnson & Johnson

Healthcare
550
+ 10.2%
$144.38 - $157.78 $79.4K - $86.8K
5.94K $868K
PG
Procter & Gamble CO

Consumer Defensive
39
+ 2.26%
$155.33 - $168.56 $6.06K - $6.57K
1.77K $291K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 6.57%
$396.73 - $420.24 $15.9K - $16.8K
649 $264K
FPE
First Tr Pfd Secs & Income ETF

ETFs
208
+ 0.77%
$16.96 - $17.44 $3.53K - $3.63K
27.4K $474K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.01%
$42.08 - $45.43 $84.2 - $90.9
24.1K $1.07M
BA
Boeing CO

Industrials
123
+ 5.82%
$164.33 - $191.42 $20.2K - $23.5K
2.24K $407K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.26%
$516.55 - $556.17 $517 - $556
386 $206K
DGRO
Ishares Core Dividend Growth E

ETFs
14
+ 0.07%
$55.23 - $58.55 $773 - $820
19.2K $1.11M
PEP
Pepsico Inc

Consumer Defensive
229
+ 5.05%
$163.33 - $183.11 $37.4K - $41.9K
4.76K $785K
ALL
Allstate Corp

Financial Services
32
+ 2.41%
$157.07 - $175.41 $5.03K - $5.61K
1.36K $217K
V
Visa Inc.

Financial Services
40
+ 1.78%
$262.47 - $281.5 $10.5K - $11.3K
2.29K $600K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.1K
+ 36.73%
$47.39 - $80.2 $52.1K - $88.2K
4.1K $217K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.79%
$325.1 - $368.03 $1.95K - $2.21K
766 $263K
CVX
Chevron Corp

Energy
39
+ 0.14%
$152.57 - $166.33 $5.95K - $6.49K
28.1K $4.39M
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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