Summit Financial Wealth Advisors, LLC Reduced Holdings in Q3 2024

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HWC
Hancock Whitney Corp

Financial Services
-54.4K
- 37.8%
$45.51 - $57.12 $2.48M - $3.11M
89.6K $4.58M
QCOM
Qualcomm Inc

Technology
-20
- 0.04%
$156.12 - $209.64 $3.12K - $4.19K
51.6K $8.77M
NVO
Novo Nordisk A S

Healthcare
-360
- 3.63%
$119.07 - $145.42 $42.9K - $52.4K
9.55K $1.14M
CVS
Cvs Health Corp

Healthcare
-5.48K
- 25.56%
$55.81 - $63.18 $306K - $346K
15.9K $1M
XLE
Energy Sector Spdr

ETFs
-1.11K
- 9.22%
$84.35 - $93.39 $93.2K - $103K
10.9K $955K
F
Ford Motor CO

Consumer Cyclical
-6.89K
- 35.67%
$9.71 - $14.55 $66.9K - $100K
12.4K $131K
O
Realty Income Corp

Real Estate
-3K
- 33.04%
$52.36 - $63.42 $157K - $190K
6.08K $385K
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.84%
$161.02 - $200.0 $9.66K - $12K
7.09K $1.32M
FHN
First Horizon Corp

Financial Services
-1.5K
- 1.39%
$14.63 - $17.45 $21.9K - $26.2K
106K $1.65M
COP
Conocophillips

Energy
-42
- 1.14%
$102.3 - $116.61 $4.3K - $4.9K
3.65K $383K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-2.1K
- 4.82%
$16.38 - $16.92 $34.4K - $35.5K
41.4K $698K
WM
Waste Management Inc

Industrials
-5
- 0.2%
$196.96 - $223.45 $985 - $1.12K
2.47K $513K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-6.25K
- 5.26%
$8.59 - $9.07 $53.7K - $56.7K
113K $1.02M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-1K
- 5.86%
$20.71 - $21.69 $20.7K - $21.7K
16.1K $347K
First Tr Exchng Traded Fd Vi
-753K
- 50.28%
N/A
744K $0
First Tr Exchng Traded Fd Vi
-2.08K
- 26.74%
N/A
5.7K $0
V
Visa Inc.

Financial Services
-74
- 3.23%
$253.74 - $291.56 $18.8K - $21.6K
2.22K $609K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.7%
$475.2 - $527.7 $1.43K - $1.58K
424 $223K
AMGN
Amgen Inc

Healthcare
-16
- 0.71%
$309.38 - $337.38 $4.95K - $5.4K
2.23K $718K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-49
- 0.18%
$17.35 - $18.22 $850 - $893
27.3K $494K
IVW
Ishares S&P 500 Growth ETF

ETFs
-41
- 0.54%
$84.77 - $97.13 $3.48K - $3.98K
7.56K $724K
PEP
Pepsico Inc

Consumer Defensive
-8
- 0.17%
$161.9 - $179.3 $1.3K - $1.43K
4.75K $808K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 3.08%
$405.19 - $478.57 $8.1K - $9.57K
629 $289K
ALL
Allstate Corp

Financial Services
-32
- 2.35%
$158.43 - $192.86 $5.07K - $6.17K
1.33K $251K
KO
Coca Cola CO

Consumer Defensive
-8
- 0.13%
$62.69 - $73.01 $502 - $584
6.15K $441K
XOM
Exxon Mobil Corp

Energy
-295
- 0.59%
$109.72 - $119.0 $32.4K - $35.1K
49.6K $5.81M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-16
- 0.07%
$44.07 - $50.57 $705 - $809
24.1K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 0.31%
$191.76 - $263.26 $2.49K - $3.42K
4.18K $1.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-23
- 0.11%
$162.83 - $179.16 $3.75K - $4.12K
21.7K $3.88M
AAPL
Apple Inc.

Technology
-1.26K
- 3.28%
$207.23 - $234.82 $261K - $296K
37.1K $8.64M
VUG
Vanguard Growth ETF

ETFs
-902
- 0.9%
$341.08 - $391.94 $308K - $354K
99.8K $38.3M
CMI
Cummins Inc

Industrials
-80
- 0.23%
$266.63 - $326.4 $21.3K - $26.1K
34.2K $11.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-299
- 0.13%
$95.1 - $106.76 $28.4K - $31.9K
237K $25.3M
MMM
3 M CO

Industrials
-361
- 0.37%
$99.69 - $139.42 $36K - $50.3K
96.1K $13.1M
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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