Summit Financial Wealth Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $440 Million distributed in 141 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 $43.1M, Vanguard Growth ETF with a value of $37.7M, Vanguard Whitehall Fds Intl Hi with a value of $27.4M, Proshares S&P 500 Dividend Ari with a value of $22.8M, and Ishares Trust Ishares Pfd And with a value of $21.1M.

Examining the 13F form we can see an decrease of $890K in the current position value, from $441M to 440M.

Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $440 Million
ETFs: $239 Million
Technology: $49.4 Million
Industrials: $45.7 Million
Energy: $28.8 Million
Financial Services: $19.3 Million
Healthcare: $19.1 Million
Consumer Defensive: $14.3 Million
Consumer Cyclical: $12 Million
Other: $12.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $440 Million
  • Prior Value $441 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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