Summit Financial Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $495 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $52.2M, Vanguard Growth ETF with a value of $37.1M, Vanguard Whitehall Fds Intl Hi with a value of $31.7M, Proshares S&P 500 Dividend Ari with a value of $25M, and Ishares Trust Ishares Pfd And with a value of $21.7M.
Examining the 13F form we can see an increase of $5.16M in the current position value, from $490M to 495M.
Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$495 Million
ETFs: $287 Million
Industrials: $55.6 Million
Technology: $47.8 Million
Energy: $24.8 Million
Financial Services: $23.2 Million
Communication Services: $15.7 Million
Consumer Defensive: $15.3 Million
Consumer Cyclical: $12.3 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
