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
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
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
RF
Regions Financial Corp

Financial Services
602
+ 6.63%
$24.03 - $27.41 $14.5K - $16.5K
9.69K $255K
TGT
Target Corp

Consumer Defensive
930
+ 19.69%
$86.56 - $107.43 $80.5K - $99.9K
5.65K $507K
EMR
Emerson Electric CO

Industrials
350
+ 17.48%
$128.6 - $149.63 $45K - $52.4K
2.35K $308K
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
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.3K
+ 5.86%
N/A
366K $0
Victory Portfolios Ii
10.9K
+ 134.06%
N/A
19.1K $0
Gsk PLC
353
+ 5.7%
N/A
6.55K $0
Venture Global Inc
300
+ 2.33%
N/A
13.2K $0
Linde PLC
75
+ 11.7%
N/A
716 $0
Blackrock Inc
5
+ 2.19%
N/A
233 $0
Pimco ETF Tr
148K
+ 238.56%
N/A
209K $0
Cava Group Inc
2.4K
+ 56.8%
N/A
6.63K $0
LNG
Cheniere Energy, Inc.

Energy
25
+ 0.95%
$222.68 - $244.28 $5.57K - $6.11K
2.66K $625K
CAG
Conagra Brands Inc.

Consumer Defensive
3.62K
+ 8.95%
$18.04 - $21.14 $65.3K - $76.6K
44.1K $807K
NVO
Novo Nordisk A S

Healthcare
35
+ 0.39%
$45.38 - $71.7 $1.59K - $2.51K
8.93K $495K
T
At&T Inc.

Communication Services
3.64K
+ 0.76%
$26.94 - $29.62 $98K - $108K
480K $13.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.48K
+ 1.98%
$46.51 - $50.07 $301K - $325K
333K $15.6M
OKE
Oneok Inc

Energy
4.49K
+ 4.88%
$71.36 - $83.47 $320K - $375K
96.5K $7.04M
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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