Summit Financial Wealth Advisors, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$511.3M
Holdings
150
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $51K |
VUGVANGUARD INDEX FDS | $41K |
VYMIVANGUARD WHITEHALL FDS | $29K |
NOBLPROSHARES TR | $25K |
PFFISHARES TR | $22K |
IJRISHARES TR | $18K |
AMLPALPS ETF TR | $16K |
GRMNGARMIN LTD | $16K |
MMM3M CO | $14K |
RTXRTX CORPORATION | $14K |
SPBOSPDR SER TR | $13K |
TAT&T INC | $12K |
CMICUMMINS INC | $12K |
VLOVALERO ENERGY CORP | $12K |
VTIVANGUARD INDEX FDS | $11K |
CSCOCISCO SYS INC | $10K |
FDLFIRST TR MORNINGSTAR DIVID L | $9K |
QCOMQUALCOMM INC | $9K |
AAPLAPPLE INC | $9K |
UPSUNITED PARCEL SERVICE INC | $8K |
RDVIFIRST TR EXCHANGE-TRADED FD | $8K |
GPCGENUINE PARTS CO | $8K |
SYYSYSCO CORP | $7K |
ETNEATON CORP PLC | $7K |
XOMEXXON MOBIL CORP | $5K |
HWCHANCOCK WHITNEY CORPORATION | $5K |
IBMINTERNATIONAL BUSINESS MACHS | $5K |
USBUS BANCORP DEL | $5K |
JEPIJ P MORGAN EXCHANGE TRADED F | $5K |
CVXCHEVRON CORP NEW | $4K |
RSPINVESCO EXCHANGE TRADED FD T | $4K |
MSFTMICROSOFT CORP | $4K |
VOVANGUARD INDEX FDS | $4K |
IVEISHARES TR | $3K |
SPYSPDR S&P 500 ETF TR | $3K |
IVVISHARES TR | $3K |
PFEPFIZER INC | $3K |
SCHGSCHWAB STRATEGIC TR | $3K |
JPMJPMORGAN CHASE & CO. | $3K |
WMTWALMART INC | $2K |
FT2FIRST HORIZON CORPORATION | $2K |
GOOGALPHABET INC | $2K |
AMZNAMAZON COM INC | $2K |
TSLATESLA INC | $2K |
XLESELECT SECTOR SPDR TR | $2K |
XFEBFIRST TR EXCH TRADED FD III | $2K |
AVGOBROADCOM INC | $1K |
IYEISHARES TR | $1K |
SCHASCHWAB STRATEGIC TR | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
VTVVANGUARD INDEX FDS | $1K |
DGROISHARES TR | $1K |
AIQGLOBAL X FDS | $1K |
SPHDINVESCO EXCH TRADED FD TR II | $1K |
SCHMSCHWAB STRATEGIC TR | $1K |
HBCPHOME BANCORP INC | $1K |
ABBVABBVIE INC | $1K |
GQ9SPDR GOLD TR | $1K |
VNQVANGUARD INDEX FDS | $1K |
CAGCONAGRA BRANDS INC | $1K |
BABOEING CO | $964 |
MRKMERCK & CO INC | $955 |
JNJJOHNSON & JOHNSON | $950 |
NUVNUVEEN MUN VALUE FD INC | $934 |
HDHOME DEPOT INC | $875 |
VIGVANGUARD SPECIALIZED FUNDS | $864 |
LWLAMB WESTON HLDGS INC | $827 |
XLKSELECT SECTOR SPDR TR | $818 |
TXNTEXAS INSTRS INC | $811 |
BRK/BBERKSHIRE HATHAWAY INC DEL | $808 |
IVWISHARES TR | $781 |
OKEONEOK INC NEW | $768 |
VVISA INC | $765 |
NVONOVO-NORDISK A S | $762 |
MUBISHARES TR | $743 |
BMYBRISTOL-MYERS SQUIBB CO | $721 |
PEPPEPSICO INC | $714 |
LLYELI LILLY & CO | $711 |
RRBIRED RIVER BANCSHARES INC | $693 |
BACBANK AMERICA CORP | $654 |
AMGNAMGEN INC | $644 |
ALTALTIMMUNE INC | $640 |
DFAUDIMENSIONAL ETF TRUST | $621 |
EMEEMCOR GROUP INC | $617 |
CVSCVS HEALTH CORP | $582 |
WMWASTE MGMT INC DEL | $552 |
SDOGALPS ETF TR | $552 |
DYHTARGET CORP | $551 |
4I1PHILIP MORRIS INTL INC | $547 |
MMDNYLI MACKAY DEFINEDTERM MUNI | $535 |
BKBANK NEW YORK MELLON CORP | $515 |
OBKORIGIN BANCORP INC | $495 |
AORISHARES TR | $493 |
MAMASTERCARD INCORPORATED | $491 |
UNPUNION PAC CORP | $487 |
SOSOUTHERN CO | $461 |
ETENERGY TRANSFER L P | $445 |
OREALTY INCOME CORP | $440 |
SGOVISHARES TR | $429 |
FDECFIRST TR EXCHNG TRADED FD VI | $404 |
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