Summit Financial Wealth Advisors, LLC
Top Portfolio Positions
129 positions ·
$264,867,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CMI |
Cummins Inc
Industrials
|
31,251 | $16,813,663 | 6.35% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
64,352 | $15,900,092 | 6.00% | |
| RTX |
RTX Corp
Industrials
|
78,665 | $15,174,478 | 5.73% | |
| T |
At&T Inc.
Communication Services
|
482,132 | $13,977,006 | 5.28% | |
| MMM |
3M Co
Industrials
|
92,815 | $13,479,522 | 5.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
167,443 | $12,991,902 | 4.91% | |
| AAPL |
Apple Inc.
Technology
|
43,928 | $11,148,487 | 4.21% | |
| GRMN |
Garmin Ltd
Technology
|
45,288 | $10,507,268 | 3.97% | |
| ETN |
Eaton Corp plc
Industrials
|
23,632 | $8,452,457 | 3.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
48,990 | $8,311,643 | 3.14% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NXP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,932 | 12,957 | Shares | Sole | 2026-05-26 | |
| 2025-09-30 | $234,425 | 16,212 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $298,028 | 21,212 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $304,816 | 21,212 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $321,361 | 21,212 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $169,851 | 11,492 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $152,843 | 11,492 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $165,599 | 11,492 | Shares | Sole | 2023-07-12 | |
| No 13F history on record for this holder in this stock. | ||||||