SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALL | 1K | $263.14K |
 | LLY | 1K | $1.01M |
 | META | 1K | $814.90K |
 | MCD | 1K | $322.41K |
 | LOW | 845 | $209.55K |
 | COST | 819 | $751.30K |
 | RMD | 805 | $218.03K |
 | GD | 784 | $267.15K |
 | LIN | 716 | $334.24K |
 | CEG | 585 | $205.28K |
 | CAT | 436 | $209.64K |
 | BLK | 233 | $265.87K |
The Allstate Corporation
ALL
Shares Held
1K
Value
$263.14K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.01M
Meta Platforms, Inc.
META
Shares Held
1K
Value
$814.90K
McDonald's Corporation
MCD
Shares Held
1K
Value
$322.41K
Lowe's Companies, Inc.
LOW
Shares Held
845
Value
$209.55K
Costco Wholesale Corporation
COST
Shares Held
819
Value
$751.30K
ResMed Inc.
RMD
Shares Held
805
Value
$218.03K
General Dynamics Corporation
GD
Shares Held
784
Value
$267.15K
Linde plc
LIN
Shares Held
716
Value
$334.24K
Constellation Energy Corporation
CEG
Shares Held
585
Value
$205.28K
Caterpillar Inc.
CAT
Shares Held
436
Value
$209.64K
BlackRock, Inc.
BLK
Shares Held
233
Value
$265.87K