Summit Financial Wealth Advisors, LLC Purchases in Q3 2024

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
398K
New
$60.84 - $67.51 $24.2M - $26.9M
398K $26.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.8K
+ 3.57%
$77.02 - $85.06 $1.53M - $1.69M
575K $48.6M
USB
Us Bancorp \De\

Financial Services
98.5K
New
$39.04 - $47.23 $3.85M - $4.65M
98.5K $4.51M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.4K
+ 1.1%
$66.31 - $74.08 $292K - $326K
404K $29.7M
RTX
Raytheon Technologies Corp

Industrials
217
+ 0.2%
$99.55 - $123.34 $21.6K - $26.8K
108K $13.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.05K
+ 3.45%
$105.53 - $118.34 $533K - $598K
151K $17.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
18.2K
+ 2.72%
$31.18 - $33.5 $569K - $611K
688K $22.9M
T
At&T Inc.

Communication Services
10.1K
+ 2.07%
$18.21 - $22.28 $184K - $225K
497K $10.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18K
+ 33.66%
$54.98 - $59.51 $989K - $1.07M
71.5K $4.25M
VTV
Vanguard Value ETF

ETFs
6.15K
New
$159.75 - $174.57 $982K - $1.07M
6.15K $1.07M
FDL
First Tr Morningstar Dividend

ETFs
3.93K
+ 1.93%
$37.66 - $42.06 $148K - $165K
208K $8.73M
GRMN
Garmin LTD

Technology
1
+ 0.0%
$161.1 - $183.29 $161 - $183
74.9K $13.2M
CSCO
Cisco Systems, Inc.

Technology
70
+ 0.04%
$44.74 - $53.22 $3.13K - $3.73K
167K $8.87M
SYY
Sysco Corp

Consumer Defensive
651
+ 0.64%
$69.16 - $78.98 $45K - $51.4K
102K $7.94M
VTI
Vanguard Total Stock Market Et

ETFs
656
+ 1.98%
$255.18 - $283.2 $167K - $186K
33.7K $9.55M
UNP
Union Pacific Corp

Industrials
2.12K
+ 222.95%
$221.78 - $256.09 $470K - $542K
3.07K $755K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
29K
New
$10.25 - $19.5 $298K - $566K
29K $524K
UPS
United Parcel Service Inc

Industrials
3.88K
+ 7.03%
$123.32 - $147.38 $478K - $572K
59.1K $8.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.27K
+ 127.92%
$46.9 - $51.96 $388K - $429K
14.7K $758K
ETN
Eaton Corp PLC

Industrials
32
+ 0.16%
$272.52 - $333.02 $8.72K - $10.7K
19.6K $6.48M
PFE
Pfizer Inc

Healthcare
9.02K
+ 13.04%
$27.7 - $31.39 $250K - $283K
78.2K $2.26M
ROK
Rockwell Automation, Inc

Industrials
1.2K
New
$248.27 - $294.37 $297K - $353K
1.2K $321K
WMT
Walmart Inc.

Consumer Defensive
118
+ 0.5%
$66.91 - $81.4 $7.9K - $9.61K
23.7K $1.92M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.02%
$237.84 - $263.83 $476 - $528
13K $3.44M
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.12%
$181.06 - $197.17 $3.62K - $3.94K
17.3K $3.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.83K
+ 10.53%
$92.63 - $105.69 $170K - $193K
19.2K $2M
TDIV
First Trust Nasdaq Technology

ETFs
3.05K
New
$70.51 - $81.07 $215K - $247K
3.05K $244K
EPD
Enterprise Products Partners L.P.

Energy
8.15K
New
$27.88 - $30.0 $227K - $245K
8.15K $237K
BP
Bp PLC

Energy
7.46K
New
$30.78 - $37.05 $230K - $276K
7.46K $234K
ORCL
Oracle Corp

Technology
1.32K
New
$125.9 - $170.35 $166K - $224K
1.32K $224K
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 2.21%
$517.38 - $573.86 $57.9K - $64.3K
5.18K $2.97M
ENB
Enbridge Inc

Energy
5.25K
New
$35.27 - $41.18 $185K - $216K
5.25K $213K
HBCP
Home Bancorp, Inc.

Financial Services
2.62K
+ 12.63%
$38.0 - $45.41 $99.6K - $119K
23.4K $1.04M
AKRO
Akero Therapeutics, Inc.

Healthcare
7.16K
New
$21.45 - $29.34 $153K - $210K
7.16K $205K
RF
Regions Financial Corp

Financial Services
8.72K
New
$19.51 - $23.42 $170K - $204K
8.72K $203K
VZ
Verizon Communications Inc

Communication Services
4.49K
New
$38.89 - $45.0 $175K - $202K
4.49K $201K
IVV
Ishares Core S&P 500 ETF

ETFs
82
+ 1.6%
$520.18 - $576.82 $42.7K - $47.3K
5.19K $3M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.12%
$488.01 - $604.18 $1.46K - $1.81K
2.51K $1.47M
GLD
Spdr Gold Trust

ETFs
213
+ 5.4%
$215.56 - $246.98 $45.9K - $52.6K
4.16K $1.01M
CVX
Chevron Corp

Energy
2.77K
+ 9.88%
$137.88 - $161.97 $382K - $449K
30.8K $4.54M
VNQ
Vanguard Specialized Funds Van

ETFs
490
+ 6.94%
$82.97 - $98.97 $40.7K - $48.5K
7.56K $736K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.48K
+ 19.43%
$52.25 - $58.97 $77.5K - $87.5K
9.12K $537K
GPC
Genuine Parts CO

Consumer Cyclical
276
+ 0.41%
$131.04 - $147.11 $36.2K - $40.6K
67.5K $9.43M
AIQ
Global X Funds Global X Artifi

ETFs
1.98K
+ 8.01%
$31.85 - $37.36 $63.1K - $74K
26.7K $992K
BMY
Bristol Myers Squibb CO

Healthcare
225
+ 2.39%
$39.66 - $51.75 $8.92K - $11.6K
9.66K $499K
BK
Bank Of New York Mellon Corp

Financial Services
436
+ 7.77%
$59.54 - $72.17 $26K - $31.5K
6.05K $434K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.09%
$57.47 - $62.76 $977 - $1.07K
19.2K $1.2M
ALT
Altimmune, Inc.

Healthcare
18.1K
+ 65.14%
$5.5 - $8.1 $99.6K - $147K
45.9K $281K
JNJ
Johnson & Johnson

Healthcare
12
+ 0.2%
$145.48 - $167.38 $1.75K - $2.01K
5.95K $964K
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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