SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 478K | $11.87M |
 | CSCO | 165K | $12.74M |
 | FHN | 117K | $2.79M |
 | USB | 105K | $5.60M |
 | ALT | 103K | $372.87K |
 | RTX | 100K | $18.31M |
 | MMM | 91K | $14.59M |
 | PFE | 89K | $2.23M |
 | HWC | 86K | $5.50M |
 | VLO | 81K | $13.25M |
 | GPC | 68K | $8.39M |
 | QCOM | 55K | $9.42M |
 | XOM | 51K | $6.17M |
 | GRMN | 44K | $9.02M |
 | AAPL | 44K | $11.86M |
 | CAG | 41K | $701.90K |
 | CODX | 40K | $6.74K |
 | CVX | 33K | $5.02M |
 | CMI | 31K | $16.01M |
 | HBCP | 27K | $1.59M |
AT&T Inc.
T
Shares Held
478K
Value
$11.87M
Cisco Systems, Inc.
CSCO
Shares Held
165K
Value
$12.74M
First Horizon Corporation
FHN
Shares Held
117K
Value
$2.79M
U.S. Bancorp
USB
Shares Held
105K
Value
$5.60M
Altimmune, Inc.
ALT
Shares Held
103K
Value
$372.87K
RTX Corporation
RTX
Shares Held
100K
Value
$18.31M
3M Company
MMM
Shares Held
91K
Value
$14.59M
Pfizer Inc.
PFE
Shares Held
89K
Value
$2.23M
Hancock Whitney Corporation
HWC
Shares Held
86K
Value
$5.50M
Valero Energy Corporation
VLO
Shares Held
81K
Value
$13.25M
Genuine Parts Company
GPC
Shares Held
68K
Value
$8.39M
QUALCOMM Incorporated
QCOM
Shares Held
55K
Value
$9.42M
Exxon Mobil Corporation
XOM
Shares Held
51K
Value
$6.17M
Garmin Ltd.
GRMN
Shares Held
44K
Value
$9.02M
Apple Inc.
AAPL
Shares Held
44K
Value
$11.86M
Conagra Brands, Inc.
CAG
Shares Held
41K
Value
$701.90K
Co-Diagnostics, Inc.
CODX
Shares Held
40K
Value
$6.74K
Chevron Corporation
CVX
Shares Held
33K
Value
$5.02M
Cummins Inc.
CMI
Shares Held
31K
Value
$16.01M
Home Bancorp, Inc.
HBCP
Shares Held
27K
Value
$1.59M