Summit Financial Wealth Advisors, LLC Incresed Positions in Q1 2025

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
274K
+ 59.54%
$28.27 - $29.28 $7.74M - $8.02M
734K $21.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.59K
+ 1.8%
$67.08 - $76.14 $509K - $578K
430K $31.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.5K
+ 1.49%
$27.01 - $28.54 $742K - $784K
1.87M $52.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.08K
+ 0.68%
$48.65 - $53.06 $101K - $110K
307K $16M
VLO
Valero Energy Corp

Energy
717
+ 0.83%
$121.76 - $142.99 $87.3K - $103K
87.6K $11.6M
CSCO
Cisco Systems, Inc.

Technology
2.8K
+ 1.69%
$58.74 - $64.87 $165K - $182K
169K $10.4M
XOM
Exxon Mobil Corp

Energy
199
+ 0.4%
$105.44 - $118.93 $21K - $23.7K
49.7K $5.91M
GPC
Genuine Parts CO

Consumer Cyclical
2.1K
+ 3.07%
$115.91 - $129.02 $244K - $271K
70.6K $8.42M
GLD
Spdr Gold Trust

ETFs
148
+ 3.6%
$243.19 - $288.14 $36K - $42.6K
4.26K $1.23M
NVDA
Nvidia Corp

Technology
2.85K
+ 86.87%
$106.98 - $149.43 $305K - $426K
6.14K $664K
QCOM
Qualcomm Inc

Technology
921
+ 1.77%
$151.94 - $175.86 $140K - $162K
52.8K $8.12M
SYY
Sysco Corp

Consumer Defensive
3.78K
+ 3.71%
$70.0 - $77.13 $265K - $292K
106K $7.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 3.03%
$56.17 - $59.71 $138K - $146K
83.3K $4.76M
GEL
Genesis Energy LP

Energy
100
+ 0.59%
$10.31 - $16.03 $1.03K - $1.6K
16.9K $265K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.38K
+ 14.41%
$55.76 - $59.54 $76.9K - $82.2K
11K $636K
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 7.64%
$84.5 - $105.05 $149K - $185K
24.8K $2.18M
V
Visa Inc.

Financial Services
7
+ 0.32%
$306.92 - $362.71 $2.15K - $2.54K
2.22K $778K
VIG
Vanguard Dividend Appreciation

ETFs
380
+ 8.87%
N/A
4.66K $849K
QQQ
Invesco Qqq Trust, Series 1

ETFs
161
+ 38.98%
$468.34 - $539.52 $75.4K - $86.9K
574 $269K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.22%
$225.19 - $279.95 $4.73K - $5.88K
9.56K $2.34M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.29K
+ 3.88%
$17.53 - $17.87 $57.7K - $58.8K
88K $1.55M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.0%
$47.08 - $50.67 $47.1 - $50.7
24.1K $1.21M
GOOGL
Alphabet Inc.

Communication Services
543
+ 41.87%
$154.33 - $206.19 $83.8K - $112K
1.84K $284K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 3.41%
$890.62 - $1076.86 $11.6K - $14K
394 $372K
MA
Mastercard Inc

Financial Services
4
+ 0.46%
$504.67 - $576.31 $2.02K - $2.31K
876 $480K
ENB
Enbridge Inc

Energy
225
+ 4.31%
$41.54 - $45.45 $9.35K - $10.2K
5.45K $241K
DGRO
Ishares Core Dividend Growth E

ETFs
14
+ 0.07%
$60.46 - $64.42 $846 - $902
19.2K $1.19M
AIQ
Global X Funds Global X Artifi

ETFs
2.05K
+ 6.95%
$36.38 - $42.77 $74.6K - $87.7K
31.6K $1.15M
FNDX
Schwab Fundamental U S Large C

ETFs
230
+ 2.77%
$23.03 - $25.01 $5.3K - $5.75K
8.53K $201K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
30.5K
+ 9.61%
N/A
348K $0
TDIV
First Trust Nasdaq Technology

ETFs
150
+ 4.88%
$73.39 - $83.95 $11K - $12.6K
3.23K $237K
BA
Boeing CO

Industrials
77
+ 1.4%
$148.15 - $186.25 $11.4K - $14.3K
5.56K $948K
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 2.57%
$347.25 - $424.87 $19.1K - $23.4K
2.2K $804K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.19K
+ 7.54%
$23.16 - $27.04 $97.1K - $113K
59.8K $1.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.9K
+ 5.0%
$271.18 - $303.12 $516K - $577K
39.9K $11M
HPE
Hewlett Packard Enterprise CO

Technology
200
+ 1.76%
$14.77 - $24.42 $2.95K - $4.88K
11.5K $178K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.02%
$251.87 - $277.95 $504 - $556
12.8K $3.32M
XLK
Technology Sector Spdr

ETFs
56
+ 1.56%
$206.38 - $242.18 $11.6K - $13.6K
3.65K $753K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.7K
+ 1.83%
$30.73 - $32.26 $390K - $410K
707K $21.7M
ALT
Altimmune, Inc.

Healthcare
18.5K
+ 18.6%
$5.0 - $7.45 $92.5K - $138K
118K $589K
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 0.31%
$551.42 - $612.93 $8.82K - $9.81K
5.26K $2.94M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.29K
+ 2.46%
$24.91 - $29.02 $57.1K - $66.5K
95.4K $2.39M
MSFT
Microsoft Corp

Technology
11
+ 0.13%
$375.39 - $447.2 $4.13K - $4.92K
8.77K $3.29M
USB
Us Bancorp \De\

Financial Services
2.34K
+ 2.25%
$40.92 - $50.9 $95.7K - $119K
106K $4.48M
TSLA
Tesla, Inc.

Consumer Cyclical
350
+ 8.3%
$222.15 - $428.22 $77.8K - $150K
4.57K $1.18M
ETN
Eaton Corp PLC

Industrials
1.45K
+ 7.0%
$271.83 - $371.23 $395K - $540K
22.2K $6.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
107
+ 0.07%
$102.49 - $119.96 $11K - $12.8K
156K $16.4M
VUG
Vanguard Growth ETF

ETFs
484
+ 0.49%
$369.1 - $427.61 $179K - $207K
100K $37.1M
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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