Summit Financial Wealth Advisors, LLC Purchases in Q4 2025

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 7.92%
$589.5 - $635.77 $40.7K - $43.9K
940 $567K
BMY
Bristol Myers Squibb CO

Healthcare
444
+ 4.02%
$42.6 - $49.08 $18.9K - $21.8K
11.5K $538K
NEM
Newmont Corp

Basic Materials
204
+ 3.1%
$78.63 - $98.27 $16K - $20K
6.79K $591K
PSX
Phillips 66

Energy
144
+ 7.07%
$126.76 - $142.32 $18.3K - $20.5K
2.18K $310K
CAT
Caterpillar Inc

Industrials
2
+ 0.46%
$480.82 - $585.49 $962 - $1.17K
438 $241K
MCD
Mcdonalds Corp

Consumer Cyclical
92
+ 8.57%
$293.81 - $310.11 $27K - $28.5K
1.17K $355K
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.43%
$211.96 - $244.38 $5.3K - $6.11K
5.84K $1.37M
DGRO
Ishares Core Dividend Growth E

ETFs
18
+ 0.09%
$66.93 - $69.17 $1.2K - $1.25K
19.1K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
227
+ 9.12%
$145.5 - $153.18 $33K - $34.8K
2.72K $395K
LNG
Cheniere Energy, Inc.

Energy
305
+ 11.45%
$205.63 - $235.74 $62.7K - $71.9K
2.97K $638K
BAC
Bank Of America Corp

Financial Services
227
+ 1.45%
$48.65 - $54.11 $11K - $12.3K
15.9K $816K
SCHX
Schwab Strategic Tr Us Large C

ETFs
185
+ 1.89%
$25.85 - $27.19 $4.78K - $5.03K
9.97K $264K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
405
+ 2.95%
$57.01 - $66.57 $23.1K - $27K
14.1K $805K
FHN
First Horizon Corp

Financial Services
10.6K
+ 10.03%
$19.94 - $23.43 $212K - $249K
117K $2.4M
ORCL
Oracle Corp

Technology
506
+ 28.46%
$217.57 - $313.0 $110K - $158K
2.28K $502K
ET
Energy Transfer LP

Energy
239
+ 0.99%
$16.29 - $17.01 $3.89K - $4.07K
24.4K $415K
Venture Global Inc
1.16K
+ 8.81%
N/A
14.3K $0
Fidelity Covington Trust
539K
New
N/A
539K $0
Pimco ETF Tr
67.4K
+ 32.21%
N/A
277K $0
Bluerock Pvt Real Estate Fd
72.2K
New
N/A
72.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.02K
+ 1.1%
N/A
370K $0
T Rowe Price ETF Inc
16.9K
New
N/A
16.9K $0
Fidelity Covington Trust
10.5K
New
N/A
10.5K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.05%
$653.02 - $687.39 $1.96K - $2.06K
5.81K $3.87M
EMR
Emerson Electric CO

Industrials
56
+ 2.38%
$126.01 - $140.03 $7.06K - $7.84K
2.41K $307K
SO
Southern CO

Utilities
228
+ 4.28%
$90.58 - $99.72 $20.7K - $22.7K
5.56K $503K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.26%
$577.77 - $604.78 $578 - $605
393 $230K
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 8.4%
$225.0 - $247.99 $16K - $17.6K
916 $206K
ENB
Enbridge Inc

Energy
71
+ 1.18%
$46.39 - $50.07 $3.29K - $3.55K
6.08K $290K
NTAP
Net App, Inc.

Technology
64
+ 2.74%
$109.44 - $121.82 $7K - $7.8K
2.4K $262K
C
Citigroup Inc

Financial Services
2
+ 0.04%
$93.93 - $102.87 $188 - $206
5.46K $536K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 0.01%
$46.96 - $49.73 $141 - $149
24.6K $1.18M
BA
Boeing CO

Industrials
144
+ 1.87%
$191.81 - $225.32 $27.6K - $32.4K
7.86K $1.51M
LMT
Lockheed Martin Corp

Industrials
169
+ 1.28%
$452.1 - $514.24 $76.4K - $86.9K
13.3K $6.28M
GRMN
Garmin LTD

Technology
1.01K
+ 2.33%
$194.13 - $259.77 $197K - $263K
44.5K $8.63M
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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