Summit Financial Wealth Advisors, LLC | 13F Holdings | BadatCrypto

Summit Financial Wealth Advisors, LLC

CIK: 0001632283

0

Signals (30d)

0

Buys (30d)

0

Sells (30d)

195

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 195 positions

Schwab US Dividend Equity ETF

1,981,994 shares

$54.4M

7.78%

Vanguard International High Dividend Yield ETF

597,971 shares

$53.8M

7.70%

Vanguard Growth ETF

110,018 shares

$53.7M

7.68%

1,027,716 shares

$30.2M

4.32%

276,822 shares

$27.9M

3.99%

ProShares S&P 500 Dividend Aristocrats ETF

258,826 shares

$26.9M

3.86%

iShares Preferred and Income Securities ETF

700,509 shares

$21.7M

3.10%

539,497 shares

$19.6M

2.81%

320,988 shares

$19.2M

2.75%

Vanguard Total Stock Market ETF

55,290 shares

$18.5M

2.65%

RTX Corp

99,812 shares

$18.3M

2.62%

iShares Core S&P Small-Cap ETF

142,929 shares

$17.2M

2.46%

CUMMINS INC

31,366 shares

$16.0M

2.29%

3M CO

91,147 shares

$14.6M

2.09%

VALERO ENERGY CORP/TX

81,364 shares

$13.2M

1.90%

CISCO SYSTEMS, INC.

165,395 shares

$12.7M

1.82%

259,174 shares

$12.2M

1.74%

AT&T INC.

477,862 shares

$11.9M

1.70%

Apple Inc.

43,611 shares

$11.9M

1.70%

230,441 shares

$10.2M

1.46%

370,291 shares

$9.7M

1.39%

QUALCOMM INC/DE

55,061 shares

$9.4M

1.35%

GARMIN LTD

44,460 shares

$9.0M

1.29%

GENUINE PARTS CO

68,219 shares

$8.4M

1.20%

Vanguard Mid-Cap ETF

25,090 shares

$7.3M

1.04%

Eaton Corp plc

22,474 shares

$7.2M

1.02%

LOCKHEED MARTIN CORP

13,339 shares

$6.5M

0.92%

JPMorgan Equity Premium Income ETF

109,130 shares

$6.2M

0.89%

EXXON MOBIL CORP

51,243 shares

$6.2M

0.88%

MICROSOFT CORP

11,724 shares

$5.7M

0.81%

US BANCORP DE

104,989 shares

$5.6M

0.80%

INTERNATIONAL BUSINESS MACHINES CORP

18,829 shares

$5.6M

0.80%

HANCOCK WHITNEY CORP

86,317 shares

$5.5M

0.79%

CHEVRON CORP

32,936 shares

$5.0M

0.72%

Alphabet Inc.

12,765 shares

$4.0M

0.57%

SPDR S&P 500 ETF TRUST

5,810 shares

$4.0M

0.57%

Fidelity High Dividend ETF

68,044 shares

$3.9M

0.55%

JPMORGAN CHASE & CO

11,298 shares

$3.6M

0.52%

Vanguard S&P 500 ETF

5,486 shares

$3.4M

0.49%

Berkshire Hathaway Inc. Class B

6,814 shares

$3.4M

0.49%

Schwab U.S. Large-Cap Growth ETF

104,539 shares

$3.4M

0.49%

68,323 shares

$3.2M

0.45%

Walmart Inc.

26,017 shares

$2.9M

0.41%

Broadcom Inc.

8,164 shares

$2.8M

0.40%

FIRST HORIZON CORP

116,581 shares

$2.8M

0.40%

iShares Core S&P 500 ETF

3,852 shares

$2.6M

0.38%

AMAZON COM INC

11,169 shares

$2.6M

0.37%

NVIDIA CORP

13,512 shares

$2.5M

0.36%

SPDR Portfolio S&P 500 Growth ETF

30,675 shares

$2.5M

0.35%

Energy Select Sector SPDR Fund

52,118 shares

$2.3M

0.33%

Most Active Tickers

Schwab US Dividend Equity ETF

1 signals

Vanguard International High Dividend Yield ETF

1 signals

Vanguard Growth ETF

1 signals

1 signals

1 signals

ProShares S&P 500 Dividend Aristocrats ETF

1 signals

iShares Preferred and Income Securities ETF

1 signals

1 signals

1 signals

Activity (Last 7 Days)

No metrics history yet.

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