Summit Financial Wealth Advisors, LLC Incresed Positions in Q4 2024

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.27M
+ 220.38%
$26.93 - $84.95 $34.1M - $108M
1.84M $50.3M
VTI
Vanguard Total Stock Market Et

ETFs
4.27K
+ 12.65%
$280.04 - $302.45 $1.2M - $1.29M
38K $11M
UPS
United Parcel Service Inc

Industrials
15K
+ 25.37%
$122.65 - $138.35 $1.84M - $2.07M
74.1K $9.34M
FPE
First Tr Pfd Secs & Income ETF

ETFs
57.4K
+ 210.29%
$17.65 - $18.18 $1.01M - $1.04M
84.7K $1.5M
CMI
Cummins Inc

Industrials
88
+ 0.26%
$324.93 - $383.42 $28.6K - $33.7K
34.3K $11.9M
AAPL
Apple Inc.

Technology
630
+ 1.7%
$221.69 - $259.02 $140K - $163K
37.7K $9.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
40.9K
+ 277.48%
$25.33 - $51.16 $1.04M - $2.09M
55.6K $1.44M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 0.96%
$213.65 - $479.86 $8.55K - $19.2K
4.22K $1.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
73.9K
+ 384.69%
$25.93 - $105.3 $1.92M - $7.78M
93.1K $2.6M
BA
Boeing CO

Industrials
2.95K
+ 116.15%
$138.14 - $180.72 $407K - $533K
5.49K $971K
XLE
Energy Sector Spdr

ETFs
6.68K
+ 61.41%
$83.32 - $97.27 $557K - $650K
17.6K $1.5M
T
At&T Inc.

Communication Services
6.57K
+ 1.32%
$21.22 - $23.88 $139K - $157K
503K $11.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
+ 179.5%
$385.02 - $431.37 $529K - $593K
2.14K $832K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.11K
+ 176.63%
$442.29 - $483.08 $491K - $537K
1.74K $788K
USB
Us Bancorp \De\

Financial Services
5.28K
+ 5.36%
$43.98 - $53.66 $232K - $283K
104K $4.96M
ALT
Altimmune, Inc.

Healthcare
53.6K
+ 116.66%
$6.02 - $9.85 $322K - $528K
99.5K $717K
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 13.22%
$163.08 - $198.16 $189K - $230K
9.94K $1.89M
AMZN
Amazon Com Inc

Consumer Cyclical
868
+ 12.25%
$180.88 - $232.93 $157K - $202K
7.95K $1.74M
ETN
Eaton Corp PLC

Industrials
1.19K
+ 6.08%
$326.96 - $377.52 $389K - $449K
20.8K $6.89M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.37K
+ 13.11%
$57.53 - $60.83 $539K - $570K
80.8K $4.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.98K
+ 3.29%
$113.92 - $127.38 $567K - $634K
156K $18M
VNQ
Vanguard Specialized Funds Van

ETFs
4.04K
+ 53.41%
$87.85 - $98.6 $354K - $398K
11.6K $1.03M
OKE
Oneok Inc

Energy
2.13K
+ 37.08%
$92.28 - $117.05 $196K - $249K
7.87K $790K
FDL
First Tr Morningstar Dividend

ETFs
14.4K
+ 6.9%
$39.59 - $43.95 $569K - $631K
223K $8.96M
BMY
Bristol Myers Squibb CO

Healthcare
2.38K
+ 24.68%
$51.92 - $59.94 $124K - $143K
12K $681K
AIQ
Global X Funds Global X Artifi

ETFs
2.8K
+ 10.49%
$36.57 - $40.57 $102K - $114K
29.5K $1.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
28K
+ 237.27%
$27.54 - $83.04 $771K - $2.33M
39.8K $1.1M
VTV
Vanguard Value ETF

ETFs
769
+ 12.51%
$168.32 - $181.87 $129K - $140K
6.92K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.08%
$567.81 - $607.81 $31.8K - $34K
5.24K $3.07M
ET
Energy Transfer LP

Energy
437
+ 2.08%
$16.05 - $19.86 $7.01K - $8.68K
21.4K $420K
TGT
Target Corp

Consumer Defensive
1.01K
+ 32.71%
$121.59 - $160.69 $123K - $163K
4.11K $556K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
123
+ 29.01%
$521.84 - $558.82 $64.2K - $68.7K
547 $294K
BX
Blackstone Inc.

Financial Services
88
+ 4.61%
$148.45 - $199.05 $13.1K - $17.5K
2K $344K
O
Realty Income Corp

Real Estate
2K
+ 32.89%
$51.76 - $64.71 $104K - $129K
8.08K $431K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
170
+ 1.25%
$62.09 - $82.32 $10.6K - $14K
13.7K $917K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
39.1K
+ 134.65%
$7.45 - $18.94 $291K - $740K
68.1K $553K
XLK
Technology Sector Spdr

ETFs
8
+ 0.22%
$220.26 - $241.44 $1.76K - $1.93K
3.59K $835K
COP
Conocophillips

Energy
396
+ 10.86%
$95.12 - $114.72 $37.7K - $45.4K
4.04K $400K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
460
+ 5.05%
$55.73 - $61.23 $25.6K - $28.2K
9.58K $541K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.78%
$563.99 - $620.12 $1.69K - $1.86K
390 $222K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.07%
N/A
4.28K $780K
PM
Philip Morris International Inc.

Consumer Defensive
18
+ 0.43%
$118.38 - $133.06 $2.13K - $2.4K
4.2K $505K
TDIV
First Trust Nasdaq Technology

ETFs
25
+ 0.82%
$78.03 - $82.13 $1.95K - $2.05K
3.08K $241K
KO
Coca Cola CO

Consumer Defensive
178
+ 2.9%
$61.74 - $71.71 $11K - $12.8K
6.33K $393K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 0.01%
$47.77 - $51.75 $143 - $155
24.1K $1.16M
JNJ
Johnson & Johnson

Healthcare
303
+ 5.09%
$143.34 - $165.86 $43.4K - $50.3K
6.26K $904K
LLY
Eli Lilly & CO

Healthcare
30
+ 3.54%
$727.2 - $932.06 $21.8K - $28K
878 $677K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.02%
$151.29 - $176.1 $151 - $176
4.76K $723K
SYY
Sysco Corp

Consumer Defensive
253
+ 0.25%
$73.63 - $81.77 $18.6K - $20.7K
102K $7.8M
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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