SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 11K | $3.54M |
 | BMY | 11K | $524.43K |
 | F | 11K | $134.00K |
 | AMZN | 11K | $2.33M |
 | CVS | 10K | $803.83K |
 | EPD | 10K | $323.99K |
 | MRK | 10K | $903.46K |
 | AROC | 10K | $258.70K |
 | VZ | 10K | $431.51K |
 | RF | 10K | $253.92K |
 | NVO | 9K | $528.57K |
 | AVGO | 8K | $2.75M |
 | O | 8K | $488.52K |
 | BRK-B | 8K | $3.95M |
 | BA | 8K | $1.66M |
 | JNJ | 7K | $1.35M |
 | AKRO | 7K | $333.06K |
 | CAVA | 7K | $408.56K |
 | NEM | 7K | $565.89K |
 | GSK | 7K | $297.95K |
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.54M
Bristol-Myers Squibb Company
BMY
Shares Held
11K
Value
$524.43K
Ford Motor Company
F
Shares Held
11K
Value
$134.00K
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.33M
CVS Health Corporation
CVS
Shares Held
10K
Value
$803.83K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$323.99K
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$903.46K
Archrock, Inc.
AROC
Shares Held
10K
Value
$258.70K
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$431.51K
Regions Financial Corporation
RF
Shares Held
10K
Value
$253.92K
Novo Nordisk A/S
NVO
Shares Held
9K
Value
$528.57K
Broadcom Inc.
AVGO
Shares Held
8K
Value
$2.75M
Realty Income Corporation
O
Shares Held
8K
Value
$488.52K
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$3.95M
The Boeing Company
BA
Shares Held
8K
Value
$1.66M
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.35M
Akero Therapeutics, Inc.
AKRO
Shares Held
7K
Value
$333.06K
CAVA Group, Inc.
CAVA
Shares Held
7K
Value
$408.56K
Newmont Corporation
NEM
Shares Held
7K
Value
$565.89K
GSK plc
GSK
Shares Held
7K
Value
$297.95K