Summit Financial Wealth Advisors, LLC Sells in Q1 2025

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
-28.4K
- 39.41%
$204.55 - $241.93 $5.8M - $6.86M
43.6K $9.47M
UPS
United Parcel Service Inc

Industrials
-3.75K
- 5.06%
$109.66 - $136.26 $411K - $511K
70.3K $7.74M
CMI
Cummins Inc

Industrials
-244
- 0.71%
$312.92 - $386.07 $76.4K - $94.2K
34K $10.7M
AAPL
Apple Inc.

Technology
-148
- 0.39%
$209.68 - $247.1 $31K - $36.6K
37.6K $8.34M
GOOG
Alphabet Inc.

Communication Services
-823
- 8.28%
$156.06 - $207.71 $128K - $171K
9.12K $1.42M
AVGO
Broadcom Inc.

Technology
-30
- 0.44%
$167.43 - $244.7 $5.02K - $7.34K
6.83K $1.14M
OKE
Oneok Inc

Energy
-4.12K
- 52.31%
$89.57 - $109.85 $369K - $452K
3.75K $372K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-37K
- 54.29%
$4.22 - $7.74 $156K - $286K
31.1K $195K
AMZN
Amazon Com Inc

Consumer Cyclical
-445
- 5.6%
$190.26 - $242.06 $84.7K - $108K
7.51K $1.43M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.34K
- 28.79%
$85.55 - $94.34 $285K - $315K
8.25K $747K
HWC
Hancock Whitney Corp

Financial Services
-159
- 0.18%
$49.61 - $61.03 $7.89K - $9.7K
89.2K $4.68M
NVO
Novo Nordisk A S

Healthcare
-495
- 5.37%
$69.3 - $90.95 $34.3K - $45K
8.73K $605K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.55K
- 11.43%
$25.58 - $29.24 $116K - $133K
35.3K $923K
TGT
Target Corp

Consumer Defensive
-375
- 9.12%
$103.65 - $142.5 $38.9K - $53.4K
3.74K $390K
MRK
Merck & Co., Inc.

Healthcare
-767
- 8.01%
$83.01 - $101.02 $63.7K - $77.5K
8.81K $790K
PFE
Pfizer Inc

Healthcare
-454
- 0.42%
$25.01 - $27.13 $11.4K - $12.3K
107K $2.7M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-6.53K
- 18.9%
$14.61 - $15.83 $95.3K - $103K
28K $422K
FHN
First Horizon Corp

Financial Services
-700
- 0.72%
$17.7 - $22.43 $12.4K - $15.7K
97.2K $1.89M
CLST
Catalyst Bancorp, Inc.

Financial Services
-6K
- 24.79%
$11.54 - $11.82 $69.2K - $70.9K
18.2K $212K
HBCP
Home Bancorp, Inc.

Financial Services
-780
- 3.48%
$42.32 - $52.49 $33K - $40.9K
21.6K $968K
VTV
Vanguard Value ETF

ETFs
-465
- 6.72%
$167.73 - $179.21 $78K - $83.3K
6.45K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-79
- 0.37%
$169.43 - $182.84 $13.4K - $14.4K
21K $3.64M
BAC
Bank Of America Corp

Financial Services
-441
- 3.11%
$39.61 - $47.74 $17.5K - $21.1K
13.7K $572K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 12.61%
$507.05 - $563.67 $35K - $38.9K
478 $245K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-2.2K
- 13.88%
$20.56 - $21.51 $45.2K - $47.3K
13.7K $289K
XLE
Energy Sector Spdr

ETFs
-1.74K
- 9.88%
$85.7 - $93.96 $149K - $163K
15.8K $1.48M
ALL
Allstate Corp

Financial Services
-180
- 13.54%
$180.99 - $210.18 $32.6K - $37.8K
1.15K $237K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1K
- 4.67%
$11.13 - $11.61 $11.1K - $11.6K
20.4K $228K
IVE
Ishares S&P 500 Value ETF

ETFs
-24
- 0.14%
$185.78 - $198.58 $4.46K - $4.77K
17.1K $3.26M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-1.25K
- 2.52%
$7.75 - $7.98 $9.69K - $9.98K
48.4K $377K
COP
Conocophillips

Energy
-131
- 3.24%
$88.6 - $105.85 $11.6K - $13.9K
3.91K $410K
BK
Bank Of New York Mellon Corp

Financial Services
-367
- 6.07%
$75.42 - $88.95 $27.7K - $32.6K
5.68K $476K
IAU
Ishares Gold Trust

ETFs
-820
- 12.88%
$49.74 - $58.96 $40.8K - $48.3K
5.55K $327K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-200
- 0.19%
$8.58 - $8.9 $1.72K - $1.78K
106K $927K
LLY
Eli Lilly & CO

Healthcare
-26
- 2.96%
$725.72 - $929.72 $18.9K - $24.2K
852 $703K
NVS
Novartis Ag

Healthcare
-78
- 2.57%
$97.14 - $115.57 $7.58K - $9.01K
2.96K $329K
SO
Southern CO

Utilities
-150
- 2.73%
$80.96 - $92.96 $12.1K - $13.9K
5.35K $491K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-88
- 5.06%
$442.66 - $534.52 $39K - $47K
1.65K $879K
IYE
Ishares Tr

ETFs
-88
- 0.28%
$45.23 - $49.95 $3.98K - $4.4K
31.4K $1.55M
JNJ
Johnson & Johnson

Healthcare
-50
- 0.8%
$142.06 - $167.7 $7.1K - $8.39K
6.21K $1.03M
PM
Philip Morris International Inc.

Consumer Defensive
-169
- 4.03%
$117.15 - $158.79 $19.8K - $26.8K
4.03K $639K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.08K
- 2.04%
$97.38 - $104.52 $495K - $531K
244K $25M
IBM
International Business Machines Corp

Technology
-381
- 1.91%
$217.4 - $264.74 $82.8K - $101K
19.6K $4.87M
CVX
Chevron Corp

Energy
-97
- 0.33%
$146.71 - $167.97 $14.2K - $16.3K
29.3K $4.9M
FDL
First Tr Morningstar Dividend

ETFs
-862
- 0.39%
$39.69 - $43.83 $34.2K - $37.8K
222K $9.63M
MMM
3 M CO

Industrials
-141
- 0.15%
$129.7 - $155.12 $18.3K - $21.9K
96.5K $14.2M
RTX
Raytheon Technologies Corp

Industrials
-61
- 0.06%
$114.1 - $135.66 $6.96K - $8.28K
108K $14.3M
T
At&T Inc.

Communication Services
-9.22K
- 1.83%
$21.56 - $28.28 $199K - $261K
494K $14M
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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