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
COST
Costco Wholesale Corp

Consumer Defensive
259
+ 46.25%
$915.95 - $994.57 $237K - $258K
819 $758K
LNC
Lincoln National Corp

Financial Services
5K
New
$33.37 - $43.29 $167K - $216K
5K $201K
CEG
Constellation Energy Corp

Utilities
585
New
$298.82 - $354.89 $175K - $208K
585 $192K
NEM
Newmont Corp

Basic Materials
145
+ 2.25%
$57.35 - $85.25 $8.32K - $12.4K
6.58K $555K
HD
Home Depot, Inc.

Consumer Cyclical
189
+ 8.53%
$357.4 - $423.42 $67.5K - $80K
2.41K $974K
VZ
Verizon Communications Inc

Communication Services
3.35K
+ 51.53%
$40.84 - $45.06 $137K - $151K
9.85K $432K
C
Citigroup Inc

Financial Services
604
+ 12.44%
$85.57 - $103.49 $51.7K - $62.5K
5.46K $554K
F
Ford Motor CO

Consumer Cyclical
10.9K
New
$10.82 - $12.09 $118K - $132K
10.9K $130K
DE
Deere & CO

Industrials
386
+ 37.95%
$457.26 - $524.37 $177K - $202K
1.4K $641K
BAC
Bank Of America Corp

Financial Services
1.18K
+ 8.14%
$44.92 - $52.42 $52.9K - $61.7K
15.6K $806K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.77K
+ 4.8%
$28.15 - $30.13 $49.7K - $53.2K
38.5K $1.15M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.07K
+ 4.63%
$17.81 - $18.39 $72.5K - $74.9K
92K $1.68M
UNP
Union Pacific Corp

Industrials
409
+ 19.28%
$214.91 - $237.16 $87.9K - $97K
2.53K $598K
BK
Bank Of New York Mellon Corp

Financial Services
103
+ 1.84%
$90.65 - $109.75 $9.34K - $11.3K
5.7K $621K
APH
Amphenol Corp

Technology
441
+ 20.98%
$97.39 - $125.4 $42.9K - $55.3K
2.54K $314K
MA
Mastercard Inc

Financial Services
145
+ 13.02%
$550.18 - $598.96 $79.8K - $86.8K
1.26K $716K
LLY
Eli Lilly & CO

Healthcare
135
+ 12.47%
$625.65 - $812.69 $84.5K - $110K
1.22K $929K
COP
Conocophillips

Energy
635
+ 15.0%
$91.0 - $98.99 $57.8K - $62.9K
4.87K $460K
PG
Procter & Gamble CO

Consumer Defensive
580
+ 30.4%
$150.47 - $161.22 $87.3K - $93.5K
2.49K $382K
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 7.66%
$546.99 - $602.2 $33.9K - $37.3K
871 $522K
MRK
Merck & Co., Inc.

Healthcare
345
+ 3.56%
$77.6 - $87.37 $26.8K - $30.1K
10K $841K
HPE
Hewlett Packard Enterprise CO

Technology
788
+ 6.43%
$19.81 - $25.24 $15.6K - $19.9K
13K $320K
KMB
Kimberly Clark Corp

Consumer Defensive
572
+ 27.53%
$121.72 - $136.77 $69.6K - $78.2K
2.65K $329K
MCD
Mcdonalds Corp

Consumer Cyclical
165
+ 18.17%
$291.67 - $316.99 $48.1K - $52.3K
1.07K $326K
BA
Boeing CO

Industrials
50
+ 0.65%
$209.79 - $237.38 $10.5K - $11.9K
7.72K $1.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
578
+ 11.05%
$85.01 - $90.35 $49.1K - $52.2K
5.81K $519K
HBCP
Home Bancorp, Inc.

Financial Services
20
+ 0.09%
$50.06 - $56.97 $1K - $1.14K
22K $1.19M
PSX
Phillips 66

Energy
146
+ 7.72%
$118.37 - $139.46 $17.3K - $20.4K
2.04K $277K
ENB
Enbridge Inc

Energy
461
+ 8.31%
$43.79 - $50.46 $20.2K - $23.3K
6.01K $303K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
150
+ 0.96%
$56.63 - $60.72 $8.49K - $9.11K
15.8K $952K
VIG
Vanguard Dividend Appreciation

ETFs
273
+ 5.82%
N/A
4.96K $903K
PDI
Pimco Dynamic Income Fund

Financial Services
1.39K
+ 5.48%
$18.85 - $20.07 $26.3K - $28K
26.8K $530K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.01%
$47.56 - $49.7 $95.1 - $99.4
24.6K $1.22M
AFL
Aflac Inc

Financial Services
262
+ 9.97%
$98.09 - $111.7 $25.7K - $29.3K
2.89K $322K
EMR
Emerson Electric CO

Industrials
350
+ 17.48%
$128.6 - $149.63 $45K - $52.4K
2.35K $308K
TGT
Target Corp

Consumer Defensive
930
+ 19.69%
$86.56 - $107.43 $80.5K - $99.9K
5.65K $507K
RF
Regions Financial Corp

Financial Services
602
+ 6.63%
$24.03 - $27.41 $14.5K - $16.5K
9.69K $255K
V
Visa Inc.

Financial Services
250
+ 7.43%
$332.09 - $358.86 $83K - $89.7K
3.62K $1.23M
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 6.49%
$194.44 - $206.51 $19.4K - $20.7K
1.64K $338K
ABT
Abbott Laboratories

Healthcare
251
+ 11.75%
$120.51 - $136.62 $30.2K - $34.3K
2.39K $319K
SO
Southern CO

Utilities
136
+ 2.62%
$90.83 - $96.0 $12.4K - $13.1K
5.33K $505K
NVS
Novartis Ag

Healthcare
36
+ 1.17%
$113.5 - $129.73 $4.09K - $4.67K
3.12K $400K
SCHX
Schwab Strategic Tr Us Large C

ETFs
315
+ 3.33%
$24.46 - $26.5 $7.7K - $8.35K
9.78K $254K
TXN
Texas Instruments Inc

Technology
88
+ 1.91%
N/A
4.7K $913K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.26%
$567.09 - $607.37 $567 - $607
392 $233K
WM
Waste Management Inc

Industrials
92
+ 4.61%
$213.88 - $237.1 $19.7K - $21.8K
2.09K $461K
Victory Portfolios Ii
10.9K
+ 134.06%
N/A
19.1K $0
Venture Global Inc
300
+ 2.33%
N/A
13.2K $0
Linde PLC
75
+ 11.7%
N/A
716 $0
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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