Summit Financial Wealth Advisors, LLC Portfolio Holdings

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

Summit Financial Wealth Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 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 $48.6M, Vanguard Growth ETF with a value of $38.3M, Vanguard Whitehall Fds Intl Hi with a value of $29.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.9M, and Proshares S&P 500 Dividend Ari with a value of $25.3M.

Examining the 13F form we can see an increase of $65.5M in the current position value, from $440M to 505M.

Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $505 Million
ETFs: $288 Million
Industrials: $54.6 Million
Technology: $51.6 Million
Energy: $27.4 Million
Financial Services: $22.4 Million
Healthcare: $19.5 Million
Consumer Defensive: $15.5 Million
Communication Services: $12.8 Million
Other: $13.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.66B
$4.58 Million 0.91% of portfolio
89,554
Q3 2024 Reduced 37.8%
$8.93B
$878,000 0.17% of portfolio
13,556
Q1 2024 Added 1.2%
$2.85B
$249,000 0.05% of portfolio
11,590
Q4 2023 Added 15.9%
$3.82B
$202,000 0.04% of portfolio
10,000
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $505 Million
  • Prior Value $440 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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