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
AVGO
Broadcom Inc.

Technology
6.24K
+ 910.2%
$136.27 - $1745.86 $851K - $10.9M
6.93K $1.2M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.22%
$101.25 - $127.45 $911 - $1.15K
4.18K $507K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.02%
$194.9 - $224.8 $390 - $450
9.58K $2.02M
NVDA
Nvidia Corp

Technology
630
+ 22.44%
$98.91 - $134.91 $62.3K - $85K
3.44K $417K
OKE
Oneok Inc

Energy
3
+ 0.05%
$78.62 - $95.27 $236 - $286
5.74K $523K
LLY
Eli Lilly & CO

Healthcare
79
+ 10.27%
$772.14 - $960.02 $61K - $75.8K
848 $751K
VIG
Vanguard Dividend Appreciation

ETFs
220
+ 5.42%
$182.15 - $182.15 $40.1K - $40.1K
4.28K $779K
TGT
Target Corp

Consumer Defensive
76
+ 2.51%
$133.47 - $159.25 $10.1K - $12.1K
3.1K $483K
HPE
Hewlett Packard Enterprise CO

Technology
1.24K
+ 12.29%
$16.1 - $21.44 $20K - $26.6K
11.3K $232K
PG
Procter & Gamble CO

Consumer Defensive
18
+ 1.02%
$160.76 - $177.82 $2.89K - $3.2K
1.79K $309K
TXN
Texas Instruments Inc

Technology
10
+ 0.22%
$194.6 - $194.6 $1.95K - $1.95K
4.49K $874K
Linde PLC
4
+ 0.66%
N/A
612 $0
BA
Boeing CO

Industrials
300
+ 13.4%
$152.04 - $190.6 $45.6K - $57.2K
2.54K $385K
IYE
Ishares Tr

ETFs
47
+ 0.15%
$44.44 - $49.18 $2.09K - $2.31K
32.3K $1.5M
MSFT
Microsoft Corp

Technology
6
+ 0.07%
$395.15 - $467.56 $2.37K - $2.81K
8.82K $3.79M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.64K
+ 0.54%
$44.66 - $49.15 $73K - $80.4K
305K $14.4M
DVN
Devon Energy Corp

Energy
3.15K
+ 4.2%
$37.87 - $48.65 $119K - $153K
78.1K $3.05M
MRK
Merck & Co., Inc.

Healthcare
762
+ 1.06%
$111.15 - $128.97 $84.7K - $98.3K
72.6K $8.24M
VLO
Valero Energy Corp

Energy
319
+ 0.37%
$132.81 - $163.48 $42.4K - $52.2K
85.8K $11.6M
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
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email