Summit Financial Wealth Advisors, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$504.0M
Holdings
151
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
ETENERGY TRANSFER L P | $398K |
DYHTARGET CORP | $390K |
FDECFIRST TR EXCHNG TRADED FD VI | $388K |
SBIWESTERN ASSET INTER MUNI FD | $377K |
COSTCOSTCO WHSL CORP NEW | $372K |
OKEONEOK INC NEW | $372K |
NVSNNOVARTIS AG | $329K |
IAU*ISHARES GOLD TR | $327K |
KNGFIRST TR EXCHANGE-TRADED FD | $319K |
TLTISHARES TR | $318K |
NEMNEWMONT CORP | $310K |
PGPROCTER AND GAMBLE CO | $304K |
NXPNUVEEN SELECT TAX-FREE INCOM | $304K |
DGRWWISDOMTREE TR | $303K |
KMBKIMBERLY-CLARK CORP | $295K |
AFLAFLAC INC | $292K |
BTTBLACKROCK MUN TARGET TERM TR | $289K |
AKROAKERO THERAPEUTICS INC | $289K |
GOOGLALPHABET INC | $284K |
LINLINDE PLC | $283K |
EPDENTERPRISE PRODS PARTNERS L | $278K |
NDQINVESCO QQQ TR | $269K |
GELGENESIS ENERGY L P | $265K |
AROCARCHROCK INC | $262K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $255K |
VOOVANGUARD INDEX FDS | $245K |
ENBENBRIDGE INC | $241K |
GSKGSK PLC | $239K |
KTFDWS MUN INCOME TR NEW | $238K |
ALSALLSTATE CORP | $237K |
SFNCSIMMONS 1ST NATL CORP | $237K |
TDIVFIRST TR EXCHANGE TRADED FD | $237K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $228K |
TRVCCITIGROUP INC | $225K |
EMREMERSON ELEC CO | $219K |
LRGGMACQUARIE ETF TRUST | $219K |
BGBBLACKSTONE STRATEGIC CRED 20 | $218K |
TAPMOLSON COORS BEVERAGE CO | $217K |
ITOTISHARES TR | $214K |
CLSTCATALYST BANCORP INC | $212K |
SLVISHARES SILVER TR | $210K |
MDYSPDR S&P MIDCAP 400 ETF TR | $207K |
NTAPNETAPP INC | $205K |
AJGGALLAGHER ARTHUR J & CO | $204K |
VMOINVESCO MUN OPPORTUNITY TR | $204K |
WESWESTERN MIDSTREAM PARTNERS L | $204K |
FNDXSCHWAB STRATEGIC TR | $201K |
PHATPHATHOM PHARMACEUTICALS INC | $195K |
HPEHEWLETT PACKARD ENTERPRISE C | $178K |
VGVENTURE GLOBAL INC | $106K |
SGMTSAGIMET BIOSCIENCES INC | $42K |
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