Summit Financial Wealth Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 Million distributed in 151 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 $48.6M, Vanguard Growth ETF with a value of $38.3M, Vanguard Whitehall Fds Intl Hi with a value of $29.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.9M, and Proshares S&P 500 Dividend Ari with a value of $25.3M.
Examining the 13F form we can see an increase of $65.5M in the current position value, from $440M to 505M.
Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
ETFs: $288 Million
Industrials: $54.6 Million
Technology: $51.6 Million
Energy: $27.4 Million
Financial Services: $22.4 Million
Healthcare: $19.5 Million
Consumer Defensive: $15.5 Million
Communication Services: $12.8 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
