Summit Financial Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $490 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $50.3M, Vanguard Growth ETF with a value of $40.9M, Vanguard Whitehall Fds Intl Hi with a value of $28.7M, Proshares S&P 500 Dividend Ari with a value of $24.8M, and Ishares Trust Ishares Pfd And with a value of $21.8M.
Examining the 13F form we can see an decrease of $15.8M in the current position value, from $505M to 490M.
Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$490 Million
ETFs: $278 Million
Industrials: $55.9 Million
Technology: $54.1 Million
Financial Services: $24.5 Million
Energy: $22.7 Million
Consumer Defensive: $15.2 Million
Communication Services: $13.8 Million
Consumer Cyclical: $12.3 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
