Summit Financial Wealth Advisors, LLC Reduced Holdings in Q4 2024

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-63K
- 86.81%
$96.31 - $114.76 $6.07M - $7.23M
9.57K $952K
RTX
Raytheon Technologies Corp

Industrials
-528
- 0.49%
$114.45 - $127.21 $60.4K - $67.2K
108K $12.5M
CVS
Cvs Health Corp

Healthcare
-5.55K
- 34.77%
$43.78 - $67.46 $243K - $374K
10.4K $466K
XOM
Exxon Mobil Corp

Energy
-93
- 0.19%
$105.51 - $125.37 $9.81K - $11.7K
49.5K $5.32M
NVO
Novo Nordisk A S

Healthcare
-330
- 3.46%
$85.0 - $120.04 $28.1K - $39.6K
9.22K $793K
UNP
Union Pacific Corp

Industrials
-1.06K
- 34.65%
$223.15 - $249.32 $237K - $265K
2.01K $457K
CVX
Chevron Corp

Energy
-1.48K
- 4.79%
$141.15 - $162.53 $208K - $240K
29.4K $4.25M
UNH
Unitedhealth Group Inc

Healthcare
-53
- 2.11%
$485.52 - $625.25 $25.7K - $33.1K
2.46K $1.24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-613
- 2.83%
$174.22 - $187.62 $107K - $115K
21.1K $3.69M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-6.92K
- 16.7%
$14.59 - $16.93 $101K - $117K
34.5K $515K
IBM
International Business Machines Corp

Technology
-500
- 2.44%
$204.9 - $238.04 $102K - $119K
20K $4.39M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-6.64K
- 5.89%
$8.51 - $9.15 $56.5K - $60.7K
106K $910K
MSFT
Microsoft Corp

Technology
-53
- 0.6%
$406.35 - $454.46 $21.5K - $24.1K
8.76K $3.69M
BAC
Bank Of America Corp

Financial Services
-4.02K
- 22.11%
$39.22 - $47.77 $158K - $192K
14.2K $622K
IYE
Ishares Tr

ETFs
-789
- 2.45%
$43.93 - $51.37 $34.7K - $40.5K
31.5K $1.43M
SO
Southern CO

Utilities
-203
- 3.56%
$81.5 - $94.15 $16.5K - $19.1K
5.5K $452K
AFL
Aflac Inc

Financial Services
-336
- 11.34%
$100.37 - $115.27 $33.7K - $38.7K
2.63K $271K
VO
Vanguard Mid Cap ETF

ETFs
-206
- 1.58%
$261.5 - $284.63 $53.9K - $58.6K
12.8K $3.39M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2K
- 8.55%
$11.1 - $12.03 $22.2K - $24.1K
21.4K $241K
DGRO
Ishares Core Dividend Growth E

ETFs
-15
- 0.08%
$60.73 - $64.94 $911 - $974
19.2K $1.18M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-225
- 1.4%
$20.38 - $21.75 $4.59K - $4.89K
15.9K $326K
VMO
Invesco Municipal Opportunity Trust

Financial Services
-630
- 2.85%
$9.47 - $10.33 $5.97K - $6.51K
21.5K $208K
GLD
Spdr Gold Trust

ETFs
-45
- 1.08%
$236.59 - $257.5 $10.6K - $11.6K
4.11K $996K
WM
Waste Management Inc

Industrials
-5
- 0.2%
$201.79 - $228.46 $1.01K - $1.14K
2.47K $498K
HBCP
Home Bancorp, Inc.

Financial Services
-980
- 4.19%
$40.67 - $51.55 $39.9K - $50.5K
22.4K $1.03M
ORCL
Oracle Corp

Technology
-12
- 0.91%
$165.41 - $192.43 $1.98K - $2.31K
1.3K $217K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 4.99%
$873.59 - $994.69 $17.5K - $19.9K
381 $349K
TXN
Texas Instruments Inc

Technology
-10
- 0.22%
N/A
4.48K $872K
Linde PLC
-4
- 0.65%
N/A
608 $0
First Tr Exchng Traded Fd Vi
-736K
- 98.91%
N/A
8.15K $0
DFAU
Dimensional ETF Tr

ETFs
-155
- 1.02%
$39.27 - $42.38 $6.09K - $6.57K
15K $607K
ENB
Enbridge Inc

Energy
-25
- 0.48%
$40.4 - $43.92 $1.01K - $1.1K
5.22K $221K
NVDA
Nvidia Corp

Technology
-154
- 4.48%
$117.0 - $148.88 $18K - $22.9K
3.28K $440K
EME
Emcor Group, Inc.

Industrials
-14
- 1.01%
$427.96 - $526.95 $5.99K - $7.38K
1.38K $625K
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.46%
$161.86 - $196.66 $971 - $1.18K
1.3K $245K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.06%
$570.51 - $610.59 $1.71K - $1.83K
5.19K $3.06M
WMT
Walmart Inc.

Consumer Defensive
-641
- 2.7%
$79.1 - $95.7 $50.7K - $61.3K
23.1K $2.09M
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 0.47%
$205.18 - $250.29 $9.23K - $11.3K
9.53K $2.29M
HWC
Hancock Whitney Corp

Financial Services
-146
- 0.16%
$49.12 - $61.04 $7.17K - $8.91K
89.4K $4.89M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-21
- 0.01%
$46.48 - $51.32 $976 - $1.08K
305K $14.7M
FHN
First Horizon Corp

Financial Services
-8.24K
- 7.76%
$14.91 - $21.42 $123K - $176K
97.9K $1.97M
AVGO
Broadcom Inc.

Technology
-75
- 1.08%
$159.67 - $250.0 $12K - $18.8K
6.86K $1.59M
CSCO
Cisco Systems, Inc.

Technology
-444
- 0.27%
$52.45 - $60.02 $23.3K - $26.6K
166K $9.84M
GRMN
Garmin LTD

Technology
-2.96K
- 3.95%
$161.91 - $220.77 $479K - $654K
71.9K $14.8M
VUG
Vanguard Growth ETF

ETFs
-159
- 0.16%
$378.79 - $428.11 $60.2K - $68.1K
99.6K $40.9M
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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