Summit Financial Wealth Advisors, LLC Incresed Positions in Q3 2025

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VTI
Vanguard Total Stock Market Et

ETFs
1.3K
+ 2.71%
$303.93 - $329.86 $396K - $430K
49.4K $16M
PFF
Ishares Trust Ishares Pfd And

ETFs
22.4K
+ 3.14%
$30.67 - $32.13 $688K - $721K
738K $23.3M
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
ETN
Eaton Corp PLC

Industrials
250
+ 1.12%
$342.99 - $392.76 $85.7K - $98.2K
22.5K $8.43M
META
Meta Platforms, Inc.

Communication Services
652
+ 134.71%
$695.21 - $791.73 $453K - $516K
1.14K $834K
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
VO
Vanguard Mid Cap ETF

ETFs
410
+ 3.23%
$279.83 - $293.74 $115K - $120K
13.1K $3.82M
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
+ 95.28%
$70.85 - $76.96 $208K - $225K
6.01K $456K
VTV
Vanguard Value ETF

ETFs
811
+ 11.1%
$175.51 - $186.57 $142K - $151K
8.12K $1.5M
COST
Costco Wholesale Corp

Consumer Defensive
259
+ 46.25%
$915.95 - $994.57 $237K - $258K
819 $758K
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
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
CVS
Cvs Health Corp

Healthcare
777
+ 8.03%
$58.75 - $76.5 $45.6K - $59.4K
10.5K $788K
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
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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