SF

Summit Financial Wealth Advisors, LLC

13F
Summit Financial Wealth Advisors, LLC
Last update 2025-05-15 151 Stocks (8 new)
Value $504.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHD(10.37%)VUG(7.36%)VYMI(6.29%)NOBL(4.95%)PFF(4.31%)
Summary Stock Picks Current Portfolio
Summit Financial Wealth Adviso... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
1,868,599
52,246.0
+1.49%
10.370
+0.15%
0.070
+8.13%
+1.59%
71,133.2
 
VUG
Vanguard Growth ETF
100,089
37,115.0
+0.49%
7.360
+0.04%
0.030
+27.35%
+9.24%
164,247.8
 
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
430,002
31,686.8
+1.80%
6.290
+0.11%
0.370
+10.84%
+22.18%
10,542.1
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
244,221
24,954.5
-2.04%
4.950
-0.10%
0.210
+7.49%
+5.57%
11,620.9
 
PFF
iShares U.S. Preferred Stock
707,180
21,731.7
+1.83%
4.310
+0.08%
0.160
+7.00%
+2.49%
14,170.7
 
CBND
CBND
733,807
21,302.4
+59.54%
4.230
+1.58%
-
+2.55%
+3.60%
0
 
IJR
iShares Core S&P Small-Cap ETF
156,416
16,356.4
+0.07%
3.240
0%
0.020
+17.16%
-1.41%
82,221.5
 
AMLP
Alerian MLP ETF
307,188
15,955.3
+0.68%
3.170
+0.02%
0.150
+0.04%
+1.00%
10,442.2
 
RTX
RTX Corp
107,606
14,253.5
-0.06%
2.830
0%
0.010
+31.81%
+30.22%
199,284.2
Aerospace & Defense
MMM
3M Co
96,495
14,171.2
-0.15%
2.810
0%
0.020
+11.45%
+18.28%
80,533.6
Conglomerates

Summit Financial Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Summit Financial Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CBND
CBND
2025-03-31
Add
Add
+1.58%
●
28.27 ($28.83) 29.28
$33.69
16.86%
Add 59.54%
733,807
273,868
GRMN
Garmin Ltd
2025-03-31
Reduce
Reduce
-1.19%
●
204.55 ($216.17) 241.93
$227.71
5.34%
Reduce -39.41%
43,592
-28,350
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.15%
●
27.01 ($27.88) 28.54
$27.24
-2.30%
Add 1.49%
1,868,599
27,469
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
Add
Add
+0.14%
●
23.2 ($24.7) 25.73
$24.92
0.89%
Add 9.61%
347,949
30,519
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-03-31
Add
Add
+0.11%
●
67.08 ($71.8) 76.14
$81.16
13.04%
Add 1.8%
430,002
7,591
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-03-31
Reduce
Reduce
-0.10%
●
97.38 ($101.55) 104.52
$104.04
2.45%
Reduce -2.04%
244,221
-5,081
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.10%
●
271.18 ($290.53) 303.12
$309.80
6.63%
Add 5%
39,915
1,902
WHR
Whirlpool Corp
2025-03-31
New Buy
New Buy
+0.09%
●
88.58 ($106.04) 133.14
$96.52
-8.98%
New holding
5,000
5,000
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.08%
●
271.83 ($311.37) 371.23
$372.65
19.68%
Add 7%
22,211
1,454
PFF
iShares U.S. Preferred Stock
2025-03-31
Add
Add
+0.08%
●
30.73 ($31.53) 32.26
$31.15
-1.21%
Add 1.83%
707,180
12,699

Summit Financial Wealth Advisors, LLC Total Holding History ($B)

To

Summit Financial Wealth Advisors, LLC's Asset Allocation

To

Summit Financial Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Summit Financial Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Summit Financial Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Summit Financial Wealth Advisors, LLC's Holdings Heat Map

Size field:

Summit Financial Wealth Advisors, LLC's Holdings Bubble Chart

Summit Financial Wealth Advisors, LLC News

  • 1

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