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CIK: 0001632283
Total reported value
$782.0M
$782.0M
150 檔
21.6%
As reported in its official Q4 2024 Form 13F filing, Summit Financial Wealth Advisors, LLC's tracked investment portfolio stood at $782.0M with 150 total positions.
In Q4 2024, Summit Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.98% | -0.55% | +220.38% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.07% | +0.56% | -0.16% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.75% | -0.10% | +4.46% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 4.98% | -0.24% | +5.14% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 4.27% | -2.79% | +0.93% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.57% | +0.20% | +3.29% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 3.12% | -0.22% | -0.01% | |
| 8 | GRMN | Garmin Ltd. | Stock-Tech | 3.03% | -0.08% | -3.95% | |
| 9 | MMM | 3m Co | Stock-Industrials | 2.84% | +0.08% | +0.53% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.74% | -0.22% | -0.49% | |
| 11 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 2.58% | -0.22% | — | |
| 12 | T | At&t Inc | Stock-Comm Services | 2.39% | -0.66% | +1.32% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.33% | -0.05% | +0.26% | |
| 14 | VLO | Valero Energy CORP | Stock-Energy | 2.31% | -0.13% | +1.25% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.20% | +0.24% | +12.65% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.98% | +0.19% | -0.27% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.81% | -0.21% | +6.90% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.73% | +0.02% | +0.67% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.13% | +1.70% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.61% | — | +25.37% | |
| 21 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.57% | +0.10% | — | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.55% | -0.99% | EXIT | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.44% | — | +0.25% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.28% | +0.16% | +6.08% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.31% | -0.19% | |
| 26 | HWC | Hancock Whitney CORP | Stock-Financials | 1.03% | +0.05% | -0.16% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.02% | +0.12% | -2.44% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.95% | +0.04% | +5.36% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.93% | -0.09% | +13.11% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.30% | -4.79% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | — | -2.83% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.01% | -0.60% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | +0.01% | -1.58% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | — | -1.14% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.03% | +1.08% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.04% | -0.06% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.08% | +36.85% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | +0.07% | +384.69% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.03% | -0.47% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.10% | -2.70% | |
| 41 | FHN | First Horizon CORP | Stock-Financials | 0.41% | -0.17% | -7.76% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.08% | +13.22% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.06% | +12.25% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.03% | +0.96% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.30% | -0.05% | +61.41% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.29% | -0.02% | +210.29% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.09% | -1.08% | |
| 48 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.29% | -0.01% | -2.45% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.04% | +277.48% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +1.06% | -2.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPBO | Ss Spdr P CORP Bond ETF | +2.6% | NEW | New buy |
| 2 | RDVI | Ft Vest Rising Dividend Achi | +1.6% | NEW | New buy |
| 3 | VUG | Vanguard Growth ETF | +0.9% | -0.16% | Trim |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.9% | +220.38% | Add |
| 5 | GRMN | Garmin Ltd. | +0.6% | -3.95% | Trim |
| 6 | AMLP | Alerian Mlp ETF | +0.4% | -0.01% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +12.65% | Add |
| 8 | MMM | 3m Co | +0.4% | +0.53% | Add |
| 9 | T | At&t Inc | +0.3% | +1.32% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.3% | -0.27% | Trim |
| 11 | RTX | Rtx CORP | +0.3% | -0.49% | Trim |
| 12 | CMI | Cummins Inc | +0.3% | +0.26% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3.29% | Add |
| 14 | FPE | Ft-preferred Secur & Inc ETF | +0.2% | +210.29% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.2% | -2.44% | Trim |
| 16 | HWC | Hancock Whitney CORP | +0.2% | -0.16% | Trim |
| 17 | FDL | First Trust Morn Dvd Lead In | +0.2% | +6.90% | Add |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +277.48% | Add |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | +384.69% | Add |
| 20 | PFE | Pfizer Inc | +0.1% | +36.85% | Add |
| 21 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +13.11% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +61.41% | Add |
| 23 | BA | Boeing Co/the | +0.1% | +116.15% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +12.25% | Add |
| 25 | TSLA | Tesla Inc | +0.1% | +0.96% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -0.47% | Trim |
| 27 | HD | Home Depot Inc | +0.1% | +179.50% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +13.22% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +176.63% | Add |
| 30 | USB | US Bancorp | +0.1% | +5.36% | Add |
| 31 | FHN | First Horizon CORP | +0.1% | -7.76% | Trim |
| 32 | WMT | Walmart Inc | +0.1% | -2.70% | Trim |
| 33 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 34 | ALT | Altimmune Inc | +0.1% | +116.66% | Add |
| 35 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | NEW | New buy |
| 36 | NXP | Nuveen Select Tax-free Inc | +0.1% | NEW | New buy |
| 37 | VNQ | Vanguard Real Estate ETF | +0.1% | +53.41% | Add |
| 38 | PFF | Ishares Preferred & Income S | 0% | +0.93% | Add |
| 39 | SYY | Sysco CORP | -0.1% | +0.25% | Add |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -0.19% | Trim |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.46% | Trim |
| 42 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 43 | ROK | Rockwell Automation Inc | -0.1% | EXIT | Sold out |
| 44 | CVS | Cvs Health CORP | -0.1% | -34.77% | Trim |
| 45 | GPC | Genuine Parts Co | -0.2% | +1.50% | Add |
| 46 | DVN | Devon Energy CORP | -0.6% | EXIT | Sold out |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.8% | EXIT | Sold out |
| 48 | MRK | Merck & Co. Inc. | -1.4% | -86.81% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -5% | EXIT | Sold out |
| 50 | GFEB | Ft Vest US Equity Moderate B | -5% | -98.91% | Trim |
According to official SEC Form 13F filings, Summit Financial Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $782.0M across 150 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, VUG, VYMI) accounted for 21.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPBO
市值: $13.2M
Top Position Liquidated / Trimmed
SPYM
前期市值: $26.9M
During Q4 2024, Summit Financial Wealth Advisors, LLC's top holdings by market value included SCHD (10.0%)、VUG (8.1%)、VYMI (5.8%). The largest single position, SCHD, represented 10.0% of total portfolio value.
In Q4 2024, Summit Financial Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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