Summit Financial Wealth Advisors, LLC Purchases in Q3 2025

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
334K
New
$59.81 - $60.11 $20M - $20.1M
334K $20M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20K
+ 4.38%
$79.76 - $85.78 $1.6M - $1.72M
476K $40.6M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
122K
+ 15.33%
$28.77 - $29.79 $3.51M - $3.63M
917K $27.3M
VUG
Vanguard Growth ETF

ETFs
331
+ 0.29%
$433.97 - $484.08 $144K - $160K
113K $53.1M
AAPL
Apple Inc.

Technology
4.38K
+ 11.04%
$202.38 - $256.87 $887K - $1.13M
44.1K $11.2M
FDVV
Fidelity High Dividend ETF

ETFs
46.5K
New
$52.42 - $55.71 $2.44M - $2.59M
46.5K $2.59M
RTX
Raytheon Technologies Corp

Industrials
210
+ 0.2%
$144.19 - $167.33 $30.3K - $35.1K
103K $17.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.52K
+ 0.48%
$26.38 - $27.95 $251K - $266K
2.01M $55.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.1K
+ 1.36%
$108.46 - $120.63 $228K - $254K
157K $18.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.09K
+ 55.97%
$567.77 - $614.76 $1.18M - $1.28M
5.81K $3.56M
PFF
Ishares Trust Ishares Pfd And

ETFs
22.4K
+ 3.14%
$30.67 - $32.13 $688K - $721K
738K $23.3M
GPC
Genuine Parts CO

Consumer Cyclical
1.39K
+ 2.04%
$122.23 - $142.77 $170K - $198K
69.4K $9.62M
GOOG
Alphabet Inc.

Communication Services
2.1K
+ 19.87%
$175.16 - $255.24 $369K - $537K
12.7K $3.09M
MSFT
Microsoft Corp

Technology
1.81K
+ 17.79%
$491.09 - $535.64 $887K - $968K
12K $6.2M
NVDA
Nvidia Corp

Technology
3.77K
+ 38.13%
$153.3 - $186.58 $578K - $703K
13.7K $2.55M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.04K
+ 0.42%
$101.12 - $106.18 $105K - $110K
245K $25.6M
LMT
Lockheed Martin Corp

Industrials
777
+ 6.27%
$410.74 - $499.21 $319K - $388K
13.2K $6.57M
TSLA
Tesla, Inc.

Consumer Cyclical
424
+ 8.65%
$293.94 - $444.72 $125K - $189K
5.33K $2.37M
IVV
Ishares Core S&P 500 ETF

ETFs
711
+ 14.28%
$620.67 - $670.08 $441K - $476K
5.69K $3.81M
AVGO
Broadcom Inc.

Technology
718
+ 9.55%
$264.74 - $369.57 $190K - $265K
8.24K $2.72M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 10.88%
$282.78 - $316.06 $316K - $353K
11.4K $3.59M
QCOM
Qualcomm Inc

Technology
1.29K
+ 2.42%
$145.84 - $173.55 $188K - $224K
54.7K $9.1M
META
Meta Platforms, Inc.

Communication Services
652
+ 134.71%
$695.21 - $791.73 $453K - $516K
1.14K $834K
ETN
Eaton Corp PLC

Industrials
250
+ 1.12%
$342.99 - $392.76 $85.7K - $98.2K
22.5K $8.43M
CVX
Chevron Corp

Energy
547
+ 1.72%
$145.57 - $161.83 $79.6K - $88.5K
32.4K $5.02M
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 49.63%
$174.36 - $254.72 $210K - $307K
3.63K $883K
AMZN
Amazon Com Inc

Consumer Cyclical
1.84K
+ 21.11%
$211.65 - $238.24 $390K - $439K
10.6K $2.32M
USB
Us Bancorp \De\

Financial Services
1.66K
+ 1.6%
$43.94 - $50.41 $72.8K - $83.5K
105K $5.08M
JNJ
Johnson & Johnson

Healthcare
768
+ 11.86%
$155.17 - $185.42 $119K - $142K
7.25K $1.34M
XOM
Exxon Mobil Corp

Energy
681
+ 1.36%
$105.83 - $117.22 $72.1K - $79.8K
50.9K $5.74M
ABBV
Abb Vie Inc.

Healthcare
269
+ 4.85%
$184.85 - $231.54 $49.7K - $62.3K
5.82K $1.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.41K
+ 6.28%
$55.61 - $57.37 $301K - $310K
91.5K $5.21M
FHN
First Horizon Corp

Financial Services
7.23K
+ 7.32%
$21.16 - $23.23 $153K - $168K
106K $2.4M
GLW
Corning Inc

Technology
3.41K
New
$51.6 - $82.03 $176K - $280K
3.41K $280K
VO
Vanguard Mid Cap ETF

ETFs
410
+ 3.23%
$279.83 - $293.74 $115K - $120K
13.1K $3.82M
GD
General Dynamics Corp

Industrials
784
New
$293.92 - $341.0 $230K - $267K
784 $267K
GLD
Spdr Gold Trust

ETFs
37
+ 0.75%
$300.96 - $355.47 $11.1K - $13.2K
4.96K $1.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.72K
+ 5.98%
$25.29 - $28.33 $94.1K - $105K
66K $1.83M
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 5.03%
$94.4 - $104.27 $114K - $126K
25.3K $2.6M
UNH
Unitedhealth Group Inc

Healthcare
321
+ 8.4%
$237.77 - $353.61 $76.3K - $114K
4.14K $1.43M
AVSC
American Centy ETF Tr Avantis
3.93K
New
$51.33 - $58.63 $202K - $230K
3.93K $224K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
+ 95.28%
$70.85 - $76.96 $208K - $225K
6.01K $456K
SCHW
Schwab Charles Corp

Financial Services
2.34K
New
$91.03 - $98.69 $213K - $231K
2.34K $223K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.3K
New
$23.54 - $23.97 $219K - $223K
9.3K $221K
RMD
Resmed Inc

Healthcare
805
New
$252.01 - $293.73 $203K - $236K
805 $220K
CBOE
Cboe Global Markets, Inc.

Financial Services
887
New
$231.35 - $253.24 $205K - $225K
887 $217K
LOW
Lowes Companies Inc

Consumer Cyclical
845
New
$215.01 - $273.02 $182K - $231K
845 $212K
VTV
Vanguard Value ETF

ETFs
811
+ 11.1%
$175.51 - $186.57 $142K - $151K
8.12K $1.5M
CAT
Caterpillar Inc

Industrials
436
New
$390.92 - $477.15 $170K - $208K
436 $208K
Activity Summary
Buys All Purchases 111 New Holdings 14 Increased Positions 97 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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