SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AFL | 3K | $319.96K |
 | LNG | 3K | $618.34K |
 | KMB | 3K | $326.56K |
 | UPS | 3K | $221.33K |
 | APH | 3K | $317.01K |
 | UNP | 3K | $593.90K |
 | PG | 2K | $381.11K |
 | HD | 2K | $954.83K |
 | ABT | 2K | $318.59K |
 | EMR | 2K | $308.56K |
 | NTAP | 2K | $277.17K |
 | SCHW | 2K | $215.68K |
 | AMGN | 2K | $675.51K |
 | STX | 2K | $563.25K |
 | WM | 2K | $459.09K |
 | PSX | 2K | $274.13K |
 | ORCL | 2K | $513.86K |
 | DE | 1K | $633.78K |
 | EME | 1K | $827.82K |
 | MA | 1K | $722.38K |
Aflac Incorporated
AFL
Shares Held
3K
Value
$319.96K
Cheniere Energy, Inc.
LNG
Shares Held
3K
Value
$618.34K
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$326.56K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$221.33K
Amphenol Corporation
APH
Shares Held
3K
Value
$317.01K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$593.90K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$381.11K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$954.83K
Abbott Laboratories
ABT
Shares Held
2K
Value
$318.59K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$308.56K
NetApp, Inc.
NTAP
Shares Held
2K
Value
$277.17K
The Charles Schwab Corporation
SCHW
Shares Held
2K
Value
$215.68K
Amgen Inc.
AMGN
Shares Held
2K
Value
$675.51K
Seagate Technology Holdings plc
STX
Shares Held
2K
Value
$563.25K
Waste Management, Inc.
WM
Shares Held
2K
Value
$459.09K
Phillips 66
PSX
Shares Held
2K
Value
$274.13K
Oracle Corporation
ORCL
Shares Held
2K
Value
$513.86K
Deere & Company
DE
Shares Held
1K
Value
$633.78K
EMCOR Group, Inc.
EME
Shares Held
1K
Value
$827.82K
Mastercard Incorporated
MA
Shares Held
1K
Value
$722.38K