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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
40
3
1
1
1
0
19
0
0
SUMMIT FINANCIAL WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings124

Total Value ($x1000)308,157
Activities
New8

Increased39

Unchanged12

Decreased65

Sold Out28

Top 10 Stock Holdingstotal 46.16%
NOBL8.97

FTSM7.83

VUG5.15

FPE4.65

DGRO4.34

 
PFF4.12

SPHD3.44

VO3.32

ABBV2.41

INTC1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NOBL
8.97%
S&P 500 ARISTO
FTSM
7.83%
FIRST TR ENH NEW
VUG
5.15%
GROWTH ETF
FPE
4.65%
PFD SECS INC ETF
DGRO
4.34%
CORE DIV GRWTH
PFF
4.12%
U.S. PFD STK ETF
SPHD
3.44%
S&P500 HDL VOL
VO
3.32%
MID CAP ETF
ABBV
2.41%
COM
INTC
1.93%
COM
PFE
1.89%
COM
AOR
1.84%
GRWT ALLOCAT ETF
GRMN
1.66%
SHS
VTI
1.64%
TOTAL STK MKT
RDS/B
1.58%
SPON ADR B
ANTM
1.57%
COM
UNH
1.56%
COM
T
1.48%
COM
VLO
1.37%
COM
IJR
1.31%
CORE S&P SCP ETF
ETN
1.3%
SHS
UPS
1.26%
CL B
SLB
1.2%
COM
AAPL
1.15%
COM
GOOG
1.07%
CAP STK CL C
TU
1.05%
COM
KMB
1.03%
COM
WM
1.01%
COM
DWDP
0.99%
COM
OKE
0.98%
COM
EMR
0.95%
COM
XOM
0.93%
COM
DAL
0.92%
COM NEW
CVX
0.88%
COM
SCHD
0.87%
US DIVIDEND EQ
CVS
0.83%
COM
MRK
0.82%
COM
OXY
0.79%
COM
PM
0.77%
COM
XLE
0.77%
SBI INT-ENERGY
SPY
0.77%
TR UNIT
PRU
0.74%
COM
BMY
0.72%
COM
LYB
0.68%
SHS - A -
BAX
0.63%
COM
VTR
0.63%
COM
OSB
0.58%
COM NEW
ALL
0.58%
COM
WMT
0.56%
COM
BFST
0.53%
COM
MSFT
0.52%
COM
JPM
0.5%
COM
BGB
0.4%
COM SHS BEN IN
MGA
0.4%
COM
VMO
0.36%
COM
VCIT
0.31%
INT-TERM CORP
NEA
0.3%
COM
IBM
0.3%
COM
SCHF
0.29%
INTL EQTY ETF
TXN
0.28%
COM
AMLP
0.26%
ALERIAN MLP
SBI
0.26%
COM
IBKC
0.26%
COM
VZ
0.25%
COM
NUV
0.25%
COM
SCHM
0.25%
US MID-CAP ETF
MMD
0.24%
COM
MO
0.21%
COM
KTF
0.21%
COM
HBCP
0.21%
COM
GE
0.2%
COM
IVV
0.2%
CORE S&P500 ETF
BAC
0.2%
COM
MCD
0.19%
COM
AMZN
0.19%
COM
NZF
0.18%
COM SH BEN INT
SHM
0.18%
NUVN BR SHT MUNI
VGM
0.18%
COM
FDX
0.17%
COM
PEP
0.17%
COM
OBNK
0.15%
COM
EMN
0.15%
COM
XLK
0.15%
TECHNOLOGY
AMGN
0.15%
COM
TGT
0.14%
COM
BK
0.13%
COM
BKLN
0.13%
SR LN ETF
MA
0.13%
CL A
UTX
0.12%
COM
QQQ
0.12%
UNIT SER 1
APC
0.11%
COM
CSCO
0.11%
COM
MUB
0.11%
NAT AMT FREE BD
SCHO
0.1%
SHT TM US TRES
BTT
0.1%
COM SHS BEN IN
DIS
0.1%
COM DISNEY
V
0.1%
COM CL A
SO
0.09%
COM
AOM
0.09%
MODERT ALLOC ETF
NVO
0.09%
ADR
JNJ
0.09%
COM
NVS
0.09%
SPONSORED ADR
UNP
0.09%
COM
FB
0.09%
CL A
BOND
0.08%
TOTL RETN ETF
RDS/A
0.08%
SPONS ADR A
JNK
0.08%
BRC HGH YLD BD
USB
0.08%
COM NEW
VMW
0.08%
CL A COM
GLD
0.08%
GOLD SHS
SCHX
0.08%
US LRG CAP ETF
WEC
0.08%
COM
BRK.B
0.08%
CL B NEW
DVY
0.07%
SELECT DIVID ETF
HD
0.07%
COM
VWO
0.07%
FTSE EMR MKT ETF
COP
0.07%
COM
AFL
0.07%
COM
FEX
0.07%
COM SHS
VNQ
0.07%
REIT ETF
FRA
0.05%
COM
TEI
0.04%
COM
GLUU
0.03%
COM
NSL
0.02%
COM
LAZ
0.97%
SHS A
IP
0.69%
COM
XOP
0.58%
S&P OILGAS EXP
RBS/PS
0.26%
SP ADR PREF S
HAL
0.22%
COM
FNDX
0.19%
SCHWAB FDT US LG
HYG
0.14%
IBOXX HI YD ETF
LQD
0.11%
IBOXX INV CP ETF
AGG
0.1%
CORE TOTUSBD ETF
FNDA
0.1%
SCHWAB FDT US SC
BNDX
0.09%
INTL BD IDX ETF
IAU
0.08%
ISHARES
OIS
0.08%
COM
PG
0.07%
COM
NVDA
0.07%
COM
VIG
0.07%
DIV APP ETF
FNDF
0.07%
SCHWB FDT INT LG
C
0.07%
COM NEW
DE
0.07%
COM
ADP
0.06%
COM
VMBS
0.06%
MORTG-BACK SEC
BIIB
0.06%
COM
MDY
0.06%
UTSER1 S&PDCRP
SDOG
0.06%
SECTR DIV DOGS
UA/C
0.06%
CL C
EVV
0.05%
COM
F
0.04%
COM PAR $0.01
AUY
0.01%
COM