$231 Million is the total value of Summit Financial Wealth Advisors, LLC's 147 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 22.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $18,632,000 | -8.9% | 342,946 | -8.7% | 8.07% | -5.5% |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $13,327,000 | +133.1% | 337,394 | +135.4% | 5.77% | +141.6% |
| QCOM | Sell | QUALCOMM INC | $8,072,000 | +20.3% | 117,841 | -5.9% | 3.50% | +24.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $7,900,000 | +148.9% | 70,356 | +137.6% | 3.42% | +158.1% |
| T | Sell | AT&T INC | $6,444,000 | -14.5% | 158,670 | -9.0% | 2.79% | -11.3% |
| SYY | Sell | SYSCO CORP | $4,940,000 | -18.6% | 100,805 | -15.7% | 2.14% | -15.6% |
| MMM | Sell | 3M CO | $4,813,000 | -22.0% | 27,309 | -22.5% | 2.08% | -19.1% |
| PEP | Sell | PEPSICO INC | $4,632,000 | -24.5% | 42,583 | -26.5% | 2.01% | -21.8% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $4,618,000 | -45.0% | 98,805 | -47.0% | 2.00% | -43.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $4,604,000 | +1.4% | 38,422 | -11.8% | 1.99% | +5.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,288,000 | +0.6% | 19,824 | -2.6% | 1.86% | +4.3% |
| SPHD | Sell | POWERSHARES ETF TR II | $4,037,000 | -7.6% | 103,760 | -9.1% | 1.75% | -4.2% |
| GOV | Sell | GOVERNMENT PPTYS INCOME TR | $3,950,000 | -31.8% | 174,640 | -30.5% | 1.71% | -29.3% |
| ALL | Sell | ALLSTATE CORP | $3,896,000 | -28.0% | 56,323 | -27.2% | 1.69% | -25.4% |
| XOM | Sell | EXXON MOBIL CORP | $3,842,000 | -11.1% | 44,016 | -4.5% | 1.66% | -7.8% |
| INTC | Buy | INTEL CORP | $3,814,000 | +42.8% | 101,041 | +24.1% | 1.65% | +48.0% |
| CSCO | Buy | CISCO SYS INC | $3,515,000 | +101.3% | 110,808 | +82.0% | 1.52% | +108.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,466,000 | +0.7% | 81,927 | -1.4% | 1.50% | +4.4% |
| ABBV | Buy | ABBVIE INC | $3,424,000 | +3.5% | 54,289 | +1.6% | 1.48% | +7.3% |
| DOW | Buy | DOW CHEM CO | $3,366,000 | +48.2% | 64,936 | +42.1% | 1.46% | +53.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,323,000 | -34.3% | 63,926 | -29.4% | 1.44% | -31.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,291,000 | -50.4% | 29,565 | -52.3% | 1.42% | -48.6% |
| BK | Sell | BANK NEW YORK MELLON CORP | $3,215,000 | -23.6% | 80,613 | -25.5% | 1.39% | -20.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,168,000 | -16.1% | 22,625 | -15.4% | 1.37% | -13.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $3,010,000 | +2.2% | 30,957 | +7.0% | 1.30% | +6.0% |
| F | Buy | FORD MTR CO DEL | $2,997,000 | +192.1% | 248,321 | +204.3% | 1.30% | +202.6% |
| CVX | Sell | CHEVRON CORP NEW | $2,930,000 | -10.3% | 28,466 | -8.7% | 1.27% | -7.0% |
| GE | Sell | GENERAL ELECTRIC CO | $2,909,000 | -11.0% | 98,201 | -5.5% | 1.26% | -7.8% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,904,000 | -13.3% | 53,864 | +18.2% | 1.26% | -10.1% |
| CINF | Sell | CINCINNATI FINL CORP | $2,872,000 | -5.1% | 38,080 | -5.8% | 1.24% | -1.7% |
| GRMN | Buy | GARMIN LTD | $2,590,000 | +15.8% | 53,845 | +2.1% | 1.12% | +20.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,587,000 | -28.4% | 17,907 | -28.3% | 1.12% | -25.8% |
| KMB | Sell | KIMBERLY CLARK CORP | $2,482,000 | -8.4% | 19,674 | -0.2% | 1.08% | -5.0% |
| CLX | Sell | CLOROX CO DEL | $2,458,000 | -11.6% | 19,639 | -2.3% | 1.06% | -8.3% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $2,226,000 | -5.7% | 210,231 | -3.6% | 0.96% | -2.2% |
| PFE | Buy | PFIZER INC | $2,122,000 | +26.8% | 62,656 | +31.9% | 0.92% | +31.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,116,000 | +87.3% | 31,782 | +74.8% | 0.92% | +94.3% |
| MDIV | Sell | FIRST TR EXCHANGE TRADED FDmulti asset di | $2,059,000 | -40.5% | 108,875 | -39.2% | 0.89% | -38.3% |
| AAPL | Sell | APPLE INC | $1,757,000 | -7.3% | 15,541 | -21.6% | 0.76% | -3.9% |
| WFC | Buy | WELLS FARGO & CO NEW | $1,701,000 | +50.9% | 38,408 | +61.3% | 0.74% | +56.5% |
| ANTM | New | ANTHEM INC | $1,664,000 | – | 13,282 | +100.0% | 0.72% | – |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $1,664,000 | -9.5% | 116,775 | -5.3% | 0.72% | -6.1% |
| TSN | New | TYSON FOODS INCcl a | $1,629,000 | – | 21,819 | +100.0% | 0.71% | – |
| MSFT | Sell | MICROSOFT CORP | $1,501,000 | +0.9% | 26,053 | -10.4% | 0.65% | +4.7% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $1,484,000 | +3.6% | 34,107 | 0.0% | 0.64% | +7.3% | |
| TGT | Buy | TARGET CORP | $1,384,000 | +22.7% | 20,155 | +24.8% | 0.60% | +27.2% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $1,340,000 | – | 10,349 | +100.0% | 0.58% | – |
| RBSPRHCL | Sell | ROYAL BK SCOTLAND GROUP PLCspon adr ser h | $1,278,000 | -16.6% | 50,200 | -16.6% | 0.55% | -13.4% |
| SO | Sell | SOUTHERN CO | $1,252,000 | -38.4% | 24,398 | -35.6% | 0.54% | -36.2% |
| WEC | Buy | WEC ENERGY GROUP INC | $1,245,000 | +1.6% | 20,791 | +10.8% | 0.54% | +5.3% |
| TXN | Sell | TEXAS INSTRS INC | $1,155,000 | -1.4% | 16,453 | -12.0% | 0.50% | +2.2% |
| ETN | Buy | EATON CORP PLC | $1,143,000 | +23.3% | 17,392 | +12.0% | 0.50% | +27.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,099,000 | -0.3% | 6,916 | -4.7% | 0.48% | +3.5% |
| SBI | Buy | WESTERN ASSET INTM MUNI FD I | $1,089,000 | +5.4% | 103,256 | +5.7% | 0.47% | +9.3% |
| MCD | Buy | MCDONALDS CORP | $1,057,000 | +2.0% | 9,165 | +6.4% | 0.46% | +5.8% |
| PG | Sell | PROCTER & GAMBLE CO | $1,043,000 | +2.0% | 11,620 | -3.8% | 0.45% | +5.9% |
| BPL | BUCKEYE PARTNERS L Punit ltd partn | $1,031,000 | +1.8% | 14,400 | 0.0% | 0.45% | +5.7% | |
| HBCP | Sell | HOME BANCORP INC | $1,019,000 | -8.2% | 36,393 | -9.9% | 0.44% | -5.0% |
| KTF | Buy | DEUTSCHE MUN INCOME | $1,018,000 | +6.7% | 72,250 | +9.4% | 0.44% | +10.5% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $986,000 | -6.0% | 11,750 | -6.8% | 0.43% | -2.5% |
| RBSPRSCL | Buy | ROYAL BK SCOTLAND GROUP PLCsp adr pref s | $950,000 | +20.4% | 37,525 | +19.0% | 0.41% | +24.5% |
| AFL | Sell | AFLAC INC | $909,000 | -18.8% | 12,650 | -18.5% | 0.39% | -15.8% |
| IP | Buy | INTL PAPER CO | $900,000 | +55.4% | 18,752 | +37.2% | 0.39% | +61.2% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $891,000 | +19.3% | 12,212 | +23.6% | 0.39% | +23.7% |
| NEA | Buy | NUVEEN AMT-FREE MUN INCOME F | $891,000 | +28.4% | 61,021 | +31.9% | 0.39% | +33.1% |
| NZF | Sell | NUVEEN ENHANCED MUN CREDIT O | $810,000 | -2.5% | 51,450 | -1.5% | 0.35% | +1.2% |
| MO | Sell | ALTRIA GROUP INC | $793,000 | -9.8% | 12,546 | -1.6% | 0.34% | -6.5% |
| MRK | Buy | MERCK & CO INC | $754,000 | +10.6% | 12,089 | +2.1% | 0.33% | +14.7% |
| WYND | Sell | WYNDHAM WORLDWIDE CORP | $752,000 | -11.3% | 11,167 | -6.2% | 0.33% | -7.9% |
| UTX | New | UNITED TECHNOLOGIES CORP | $748,000 | – | 7,365 | +100.0% | 0.32% | – |
| SLB | Sell | SCHLUMBERGER LTD | $744,000 | -8.6% | 9,467 | -8.0% | 0.32% | -5.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $710,000 | +195.8% | 31,205 | +137.4% | 0.31% | +208.0% |
| ATVI | New | ACTIVISION BLIZZARD INC | $700,000 | – | 15,798 | +100.0% | 0.30% | – |
| HAL | Sell | HALLIBURTON CO | $699,000 | -4.9% | 15,580 | -4.0% | 0.30% | -1.3% |
| MET | New | METLIFE INC | $693,000 | – | 15,589 | +100.0% | 0.30% | – |
| DAL | New | DELTA AIR LINES INC DEL | $692,000 | – | 17,591 | +100.0% | 0.30% | – |
| WMT | Sell | WAL-MART STORES INC | $670,000 | -35.1% | 9,288 | -34.3% | 0.29% | -32.7% |
| BAX | Sell | BAXTER INTL INC | $667,000 | -44.5% | 14,015 | -47.3% | 0.29% | -42.4% |
| GM | Buy | GENERAL MTRS CO | $652,000 | +32.3% | 20,536 | +17.9% | 0.28% | +36.9% |
| IBKC | Sell | IBERIABANK CORP | $641,000 | +4.7% | 9,547 | -6.8% | 0.28% | +8.6% |
| AOM | ISHARESmodert alloc etf | $622,000 | +2.3% | 17,225 | 0.0% | 0.27% | +5.9% | |
| EMR | Buy | EMERSON ELEC CO | $614,000 | +61.2% | 11,262 | +54.2% | 0.27% | +67.3% |
| VGM | Buy | INVESCO TR INVT GRADE MUNS | $595,000 | +24.5% | 42,200 | +31.1% | 0.26% | +29.0% |
| DHR | New | DANAHER CORP DEL | $582,000 | – | 7,428 | +100.0% | 0.25% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $578,000 | -19.0% | 4,896 | -16.9% | 0.25% | -16.1% |
| EMN | Sell | EASTMAN CHEM CO | $569,000 | -8.2% | 8,405 | -8.0% | 0.25% | -5.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $554,000 | +3.7% | 1,962 | 0.0% | 0.24% | +7.6% | |
| UNP | Sell | UNION PAC CORP | $542,000 | -0.6% | 5,559 | -11.0% | 0.24% | +3.1% |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $542,000 | – | 22,360 | +100.0% | 0.24% | – |
| VMW | Sell | VMWARE INC | $541,000 | +23.8% | 7,370 | -3.4% | 0.23% | +27.9% |
| IVZ | Sell | INVESCO LTD | $528,000 | +14.0% | 16,897 | -6.8% | 0.23% | +18.7% |
| CVS | Buy | CVS HEALTH CORP | $527,000 | +132.2% | 5,918 | +149.2% | 0.23% | +140.0% |
| MMD | Buy | MAINSTAY DEFINEDTERM MN OPP | $526,000 | +9.1% | 25,850 | +10.9% | 0.23% | +13.4% |
| AOR | Buy | ISHARESgrwt allocat etf | $505,000 | +5.0% | 12,262 | +2.1% | 0.22% | +9.0% |
| AMLP | New | ALPS ETF TRalerian mlp | $499,000 | – | 39,325 | +100.0% | 0.22% | – |
| CMI | Sell | CUMMINS INC | $472,000 | +4.7% | 3,687 | -8.1% | 0.20% | +8.5% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $467,000 | -2.5% | 6,480 | -3.3% | 0.20% | +1.0% |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $436,000 | – | 3,356 | +100.0% | 0.19% | – |
| RBSPRLCL | Sell | ROYAL BK SCOTLAND GROUP PLCsp adr l rp pf | $423,000 | -6.0% | 16,850 | -7.2% | 0.18% | -2.7% |
| DE | Sell | DEERE & CO | $420,000 | -47.5% | 4,926 | -50.1% | 0.18% | -45.5% |
| TEI | Sell | TEMPLETON EMERG MKTS INCOME | $420,000 | -43.5% | 38,161 | -46.3% | 0.18% | -41.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $421,000 | -50.5% | 8,802 | -55.1% | 0.18% | -48.9% |
| CAT | Sell | CATERPILLAR INC DEL | $383,000 | +0.3% | 4,318 | -14.4% | 0.17% | +3.8% |
| DVY | Sell | ISHARES TRselect divid etf | $378,000 | -4.1% | 4,415 | -4.3% | 0.16% | -0.6% |
| ETR | ENTERGY CORP NEW | $357,000 | -5.8% | 4,655 | 0.0% | 0.16% | -1.9% | |
| GLD | Buy | SPDR GOLD TRUST | $355,000 | -0.3% | 2,827 | +0.4% | 0.15% | +3.4% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $347,000 | +18.0% | 2,922 | +6.8% | 0.15% | +22.0% |
| LUMN | Sell | CENTURYLINK INC | $322,000 | -5.8% | 11,729 | -0.6% | 0.14% | -2.8% |
| BAC | Sell | BANK AMER CORP | $310,000 | +9.9% | 19,827 | -6.7% | 0.13% | +13.6% |
| AMGN | Sell | AMGEN INC | $308,000 | -13.2% | 1,845 | -21.0% | 0.13% | -10.1% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $300,000 | -7.1% | 4,480 | -10.2% | 0.13% | -3.7% |
| C | Sell | CITIGROUP INC | $298,000 | +8.0% | 6,320 | -3.0% | 0.13% | +12.2% |
| DTD | Sell | WISDOMTREE TRtotal divid fd | $298,000 | -3.6% | 3,821 | -5.1% | 0.13% | 0.0% |
| FB | Buy | FACEBOOK INCcl a | $292,000 | +27.5% | 2,279 | +13.8% | 0.13% | +31.2% |
| V | VISA INC | $286,000 | +11.7% | 3,457 | 0.0% | 0.12% | +15.9% | |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $282,000 | -32.0% | 9,900 | -34.2% | 0.12% | -29.5% |
| SH | New | PROSHARES TRshort s&p 500 ne | $277,000 | – | 7,289 | +100.0% | 0.12% | – |
| OIS | OIL STS INTL INC | $275,000 | -3.8% | 8,700 | 0.0% | 0.12% | 0.0% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $275,000 | -26.1% | 2,230 | -26.4% | 0.12% | -23.2% |
| OKS | ONEOK PARTNERS LPunit ltd partn | $257,000 | -0.4% | 6,431 | 0.0% | 0.11% | +2.8% | |
| EVV | Sell | EATON VANCE LTD DUR INCOME F | $255,000 | -41.6% | 18,600 | -42.9% | 0.11% | -39.9% |
| NVO | Sell | NOVO-NORDISK A Sadr | $250,000 | -23.8% | 6,000 | -1.6% | 0.11% | -21.2% |
| HDV | ISHARES TRcore high dv etf | $248,000 | -1.2% | 3,056 | 0.0% | 0.11% | +1.9% | |
| BTT | Buy | BLACKROCK MUN 2030 TAR TERM | $243,000 | +5.7% | 10,000 | +5.3% | 0.10% | +9.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $242,000 | -24.6% | 12,525 | -10.8% | 0.10% | -21.6% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $241,000 | – | 5,041 | +100.0% | 0.10% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $240,000 | +4.3% | 1,972 | 0.0% | 0.10% | +8.3% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $238,000 | -6.7% | 1,920 | -13.5% | 0.10% | -3.7% |
| SBUX | Buy | STARBUCKS CORP | $232,000 | +2.2% | 4,279 | +7.9% | 0.10% | +5.3% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $231,000 | – | 1,452 | +100.0% | 0.10% | – |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $225,000 | -6.2% | 2,669 | -6.8% | 0.10% | -3.0% |
| USB | Sell | US BANCORP DEL | $223,000 | +3.2% | 5,200 | -2.8% | 0.10% | +7.8% |
| IVE | ISHARES TRs&p 500 val etf | $216,000 | +2.4% | 2,271 | 0.0% | 0.09% | +6.8% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $207,000 | -3.7% | 2,869 | -4.5% | 0.09% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $208,000 | +1.0% | 1,901 | -0.8% | 0.09% | +4.7% |
| IJS | New | ISHARES TRsp smcp600vl etf | $205,000 | – | 1,640 | +100.0% | 0.09% | – |
| AGN | Sell | ALLERGAN PLC | $204,000 | -1.4% | 884 | -1.3% | 0.09% | +2.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $200,000 | -18.0% | 2,482 | -15.2% | 0.09% | -14.7% |
| DIS | Buy | DISNEY WALT CO | $202,000 | -0.5% | 2,175 | +4.8% | 0.09% | +2.4% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $202,000 | – | 1,522 | +100.0% | 0.09% | – |
| BWP | BOARDWALK PIPELINE PARTNERSut ltd partner | $172,000 | -1.7% | 10,022 | 0.0% | 0.07% | +1.4% | |
| FLO | Sell | FLOWERS FOODS INC | $151,000 | -89.1% | 10,000 | -86.5% | 0.06% | -88.8% |
| VKI | Sell | INVESCO ADVANTAGE MUNICIPALsh ben int | $141,000 | -30.5% | 11,473 | -24.5% | 0.06% | -28.2% |
| PQUEQ | New | PETROQUEST ENERGY INC | $87,000 | – | 25,000 | +100.0% | 0.04% | – |
| HHS | HARTE-HANKS INC | $81,000 | +1.2% | 50,000 | 0.0% | 0.04% | +6.1% | |
| SSINQ | Buy | STAGE STORES INC | $74,000 | +23.3% | 13,213 | +7.8% | 0.03% | +28.0% |
| WINT | New | WINDTREE THERAPEUTICS INC | $33,000 | – | 13,000 | +100.0% | 0.01% | – |
| NEE | Exit | NEXTERA ENERGY INCcall | $0 | – | -3,187,500 | -100.0% | -0.03% | – |
| EMD | Exit | WESTERN ASSET EMRG MKT DEBT | $0 | – | -10,400 | -100.0% | -0.07% | – |
| IEO | Exit | ISHARES TRus oil&gs ex etf | $0 | – | -3,748 | -100.0% | -0.09% | – |
| NPP | Exit | NUVEEN PERFORMANCE PLUS MUN | $0 | – | -13,700 | -100.0% | -0.09% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -2,015 | -100.0% | -0.10% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -2,596 | -100.0% | -0.12% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -4,133 | -100.0% | -0.13% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -7,062 | -100.0% | -0.13% | – |
| SFNC | Exit | SIMMONS 1ST NATL CORPcl a $1 par | $0 | – | -9,000 | -100.0% | -0.17% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L Punit ltd partn | $0 | – | -16,059 | -100.0% | -0.26% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -15,425 | -100.0% | -0.33% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -20,335 | -100.0% | -0.60% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -20,124 | -100.0% | -0.64% | – |
| JCI | Exit | JOHNSON CTLS INC | $0 | – | -140,095 | -100.0% | -2.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 36 | Q3 2023 | 9.5% |
| ISHS U.S. PREFRD STK ETF | 36 | Q3 2023 | 7.6% |
| VANGUARD TOTL STK MK ETF | 36 | Q3 2023 | 4.6% |
| ATT INC | 36 | Q3 2023 | 3.1% |
| GARMIN LTD | 36 | Q3 2023 | 2.3% |
| EATON CORP PLC | 36 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 36 | Q3 2023 | 4.0% |
| APPLE INC | 36 | Q3 2023 | 1.9% |
| ABBVIE INC | 36 | Q3 2023 | 2.8% |
| PFIZER INCORPORATED | 36 | Q3 2023 | 1.9% |
View Summit Financial Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-12 |
View Summit Financial Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.