SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 6K | $423.66K |
 | ENB | 6K | $297.94K |
 | ABBV | 6K | $1.42M |
 | BK | 6K | $609.14K |
 | TGT | 6K | $503.91K |
 | C | 5K | $538.86K |
 | SO | 5K | $505.57K |
 | TSLA | 5K | $2.45M |
 | LNC | 5K | $200.55K |
 | COP | 5K | $464.80K |
 | TXN | 5K | $846.93K |
 | PEP | 5K | $654.87K |
 | UNH | 4K | $1.44M |
 | PM | 4K | $635.33K |
 | GOOGL | 4K | $889.80K |
 | V | 4K | $1.26M |
 | GLW | 3K | $283.77K |
 | SYY | 3K | $277.78K |
 | NVS | 3K | $411.10K |
 | WHR | 3K | $237.03K |
The Coca-Cola Company
KO
Shares Held
6K
Value
$423.66K
Enbridge Inc.
ENB
Shares Held
6K
Value
$297.94K
AbbVie Inc.
ABBV
Shares Held
6K
Value
$1.42M
The Bank of New York Mellon Corporation
BK
Shares Held
6K
Value
$609.14K
Target Corporation
TGT
Shares Held
6K
Value
$503.91K
Citigroup Inc.
C
Shares Held
5K
Value
$538.86K
The Southern Company
SO
Shares Held
5K
Value
$505.57K
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.45M
Lincoln National Corporation
LNC
Shares Held
5K
Value
$200.55K
ConocoPhillips
COP
Shares Held
5K
Value
$464.80K
Texas Instruments Incorporated
TXN
Shares Held
5K
Value
$846.93K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$654.87K
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.44M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$635.33K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$889.80K
Visa Inc.
V
Shares Held
4K
Value
$1.26M
Corning Incorporated
GLW
Shares Held
3K
Value
$283.77K
Sysco Corporation
SYY
Shares Held
3K
Value
$277.78K
Novartis AG
NVS
Shares Held
3K
Value
$411.10K
Whirlpool Corporation
WHR
Shares Held
3K
Value
$237.03K