$253 Million is the total value of Summit Financial Wealth Advisors, LLC's 146 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WINT | Exit | WINDTREE THERAPEUTICS INC | $0 | – | -13,000 | -100.0% | -0.01% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -1,833 | -100.0% | -0.09% | – |
SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -6,589 | -100.0% | -0.10% | – |
OKS | Exit | ONEOK PARTNERS LPunit ltd partn | $0 | – | -6,250 | -100.0% | -0.15% | – |
MDIV | Exit | FIRST TR EXCHANGE TRADED FDmulti asset di | $0 | – | -79,598 | -100.0% | -0.68% | – |
JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -66,727 | -100.0% | -1.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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.