Stock Taper

SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AT&T Inc.T499.38K$10.34M
Cisco Systems, Inc.CSCO135.27K$15.89M
U.S. BancorpUSB103.53K$6.25M
Altimmune, Inc.ALT103.29K$314K
3M CompanyMMM95.97K$15.54M
Hancock Whitney CorporationHWC87.32K$6.52M
Pfizer Inc.PFE86.75K$2.09M
First Horizon CorporationFHN81.45K$2.09M
RTX CorporationRTX79.61K$15.11M
Valero Energy CorporationVLO63.7K$16.59M
Business First Bancshares, Inc.BFST59.47K$1.83M
Exxon Mobil CorporationXOM50K$6.84M
Conagra Brands, Inc.CAG47.04K$633.11K
Garmin Ltd.GRMN46.55K$11.06M
Apple Inc.AAPL46.28K$13.39M
UnitedHealth Group IncorporatedUNH41.67K$17.32M
Home Bancorp, Inc.HBCP39.72K$2.72M
Chevron CorporationCVX32.16K$5.33M
Aurora Innovation, Inc.AUR28.15K$192.01K
Energy Transfer LPET28.09K$537.03K