Summit Financial Wealth Advisors, LLC Reduced Holdings in Q3 2025

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-60.2K
- 95.82%
$82.58 - $105.54 $4.97M - $6.35M
2.62K $219K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.75K
- 18.08%
$459.11 - $506.91 $804K - $888K
7.94K $3.99M
XLE
Energy Sector Spdr

ETFs
-3.89K
- 31.49%
$84.25 - $91.99 $328K - $358K
8.47K $750K
CSCO
Cisco Systems, Inc.

Technology
-1.41K
- 0.84%
$66.2 - $71.79 $93.4K - $101K
167K $11.4M
IBM
International Business Machines Corp

Technology
-5
- 0.03%
$234.77 - $292.47 $1.17K - $1.46K
19.7K $5.55M
PFE
Pfizer Inc

Healthcare
-14.6K
- 13.96%
$23.29 - $25.88 $339K - $377K
89.7K $2.29M
IAU
Ishares Gold Trust

ETFs
-2.75K
- 49.58%
$61.62 - $72.77 $169K - $200K
2.8K $203K
ALT
Altimmune, Inc.

Healthcare
-26.7K
- 21.71%
$3.38 - $4.76 $90.2K - $127K
96.3K $363K
BMY
Bristol Myers Squibb CO

Healthcare
-1.98K
- 15.21%
$43.31 - $48.98 $85.9K - $97.1K
11.1K $498K
PM
Philip Morris International Inc.

Consumer Defensive
-92
- 2.28%
$157.77 - $183.27 $14.5K - $16.9K
3.95K $640K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-8.9K
- 11.37%
$8.46 - $9.02 $75.3K - $80.3K
69.4K $623K
SYY
Sysco Corp

Consumer Defensive
-941
- 21.91%
$76.33 - $82.51 $71.8K - $77.6K
3.35K $276K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1K
- 15.81%
$48.72 - $50.73 $48.7K - $50.7K
5.33K $262K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-2K
- 14.65%
$21.84 - $22.63 $43.7K - $45.3K
11.7K $261K
KO
Coca Cola CO

Consumer Defensive
-55
- 0.86%
$65.67 - $71.67 $3.61K - $3.94K
6.34K $420K
Macquarie ETF Trust
-600
- 5.01%
N/A
11.4K $0
First Tr Exchng Traded Fd Vi
-4.93K
- 29.0%
N/A
12.1K $0
FNDX
Schwab Fundamental U S Large C

ETFs
-590
- 4.7%
$24.38 - $26.34 $14.4K - $15.5K
12K $311K
VNQ
Vanguard Specialized Funds Van

ETFs
-292
- 3.53%
$88.47 - $93.24 $25.8K - $27.2K
7.98K $740K
AMGN
Amgen Inc

Healthcare
-2
- 0.09%
$271.18 - $309.22 $542 - $618
2.26K $638K
TDIV
First Trust Nasdaq Technology

ETFs
-200
- 6.2%
$89.27 - $100.33 $17.9K - $20.1K
3.03K $298K
PEP
Pepsico Inc

Consumer Defensive
-179
- 3.77%
$133.81 - $152.16 $24K - $27.2K
4.58K $642K
TALO
Talos Energy Inc.

Energy
-44
- 0.29%
$7.79 - $10.24 $343 - $451
15.3K $146K
ALL
Allstate Corp

Financial Services
-1
- 0.08%
$192.0 - $214.65 $192 - $215
1.25K $268K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-45
- 1.3%
$181.56 - $190.33 $8.17K - $8.56K
3.41K $647K
DGRO
Ishares Core Dividend Growth E

ETFs
-166
- 0.86%
$64.12 - $68.08 $10.6K - $11.3K
19K $1.29M
MMM
3 M CO

Industrials
-1.34K
- 1.41%
$144.41 - $160.2 $194K - $215K
93.5K $14.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.6K
- 3.68%
$28.92 - $32.19 $104K - $116K
94.2K $2.96M
STX
Seagate Technology Holdings PLC

Technology
-646
- 22.75%
$142.01 - $236.06 $91.7K - $152K
2.19K $517K
EME
Emcor Group, Inc.

Industrials
-13
- 1.02%
$530.88 - $655.83 $6.9K - $8.53K
1.26K $821K
AIQ
Global X Funds Global X Artifi

ETFs
-1.08K
- 3.05%
$43.2 - $49.66 $46.7K - $53.6K
34.4K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.19%
$617.65 - $666.84 $6.79K - $7.34K
5.81K $3.87M
FDL
First Tr Morningstar Dividend

ETFs
-780
- 0.34%
$41.96 - $44.59 $32.7K - $34.8K
229K $9.96M
HWC
Hancock Whitney Corp

Financial Services
-1.21K
- 1.36%
$57.63 - $64.31 $69.8K - $77.9K
87.5K $5.48M
GRMN
Garmin LTD

Technology
-290
- 0.66%
$211.13 - $246.22 $61.2K - $71.4K
43.4K $10.7M
VLO
Valero Energy Corp

Energy
-733
- 0.87%
$131.77 - $175.63 $96.6K - $129K
83.3K $14.2M
CMI
Cummins Inc

Industrials
-130
- 0.4%
$327.85 - $426.39 $42.6K - $55.4K
32.7K $13.8M
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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