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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
3
2
2
1
0
22
0
0
SUMMIT FINANCIAL WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings135

Total Value ($x1000)378,637
Activities
New16

Increased62

Unchanged23

Decreased34

Sold Out5

Top 10 Stock Holdingstotal 44.12%
NOBL8.6

FTSM6.67

VUG5.02

DGRO4.5

FPE4.27

 
PFF4.03

SPHD3.4

VO3.23

VTI2.24

T2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NOBL
8.6%
S&P 500 ARISTO
FTSM
6.67%
FIRST TR ENH NEW
VUG
5.02%
GROWTH ETF
DGRO
4.5%
CORE DIV GRWTH
FPE
4.27%
PFD SECS INC ETF
PFF
4.03%
U.S. PFD STK ETF
SPHD
3.4%
S&P500 HDL VOL
VO
3.23%
MID CAP ETF
VTI
2.24%
TOTAL STK MKT
T
2.16%
COM
INTC
1.9%
COM
GRMN
1.84%
SHS
ABBV
1.82%
COM
PFE
1.58%
COM
AOR
1.55%
GRWT ALLOCAT ETF
RDS/B
1.46%
SPON ADR B
VLO
1.46%
COM
ANTM
1.4%
COM
ETN
1.34%
SHS
AVGO
1.31%
COM
AAPL
1.31%
COM
UPS
1.27%
CL B
SLB
1.27%
COM
IJR
1.27%
CORE S&P SCP ETF
UNH
1.24%
COM
OKE
1.24%
COM
GOOG
1.09%
CAP STK CL C
TU
1.04%
COM
XOM
1.03%
COM
WM
1%
COM
KMB
0.95%
COM
EMR
0.93%
COM
PM
0.93%
COM
DAL
0.89%
COM NEW
CVS
0.88%
COM
PRU
0.83%
COM
XLE
0.8%
SBI INT-ENERGY
CVX
0.79%
COM
SPY
0.78%
TR UNIT
FOCS
0.78%
CL A
GDX
0.75%
GOLD MINERS ETF
MRK
0.75%
COM
OXY
0.72%
COM
LYB
0.7%
SHS - A -
BAX
0.69%
COM
SCHD
0.67%
US DIVIDEND EQ
BMY
0.65%
COM
DWDP
0.63%
COM
ALL
0.63%
COM
WMT
0.54%
COM
VTR
0.52%
COM
MSFT
0.49%
COM
MGA
0.46%
COM
JPM
0.43%
COM
BFST
0.43%
COM
FDX
0.41%
COM
VCIT
0.38%
INT-TERM CORP
CELG
0.37%
COM
BGB
0.35%
COM SHS BEN IN
VMO
0.35%
COM
DOW
0.32%
COM
IBM
0.3%
COM
SCHF
0.27%
INTL EQTY ETF
NEA
0.27%
COM
TXN
0.25%
COM
AMLP
0.25%
ALERIAN MLP
IBKC
0.24%
COM
SBI
0.23%
COM
MMD
0.22%
COM
NUV
0.22%
COM
SCHM
0.22%
US MID-CAP ETF
VZ
0.2%
COM
AMZN
0.19%
COM
IVV
0.19%
CORE S&P500 ETF
KTF
0.19%
COM
BAC
0.18%
COM
VGM
0.17%
COM
NZF
0.17%
COM SH BEN INT
MO
0.17%
COM
HBCP
0.16%
COM
EMN
0.16%
COM
XLK
0.15%
TECHNOLOGY
SHM
0.15%
NUVN BR SHT MUNI
MCD
0.15%
COM
PEP
0.15%
COM
XOP
0.14%
S&P OILGAS EXP
MA
0.13%
CL A
TGT
0.12%
COM
UTX
0.12%
COM
AMGN
0.12%
COM
BK
0.11%
COM
QQQ
0.11%
UNIT SER 1
BKLN
0.1%
SR LN ETF
FB
0.1%
CL A
MUB
0.1%
NAT AMT FREE BD
BTT
0.1%
COM SHS BEN IN
V
0.1%
COM CL A
CSCO
0.1%
COM
OBNK
0.09%
COM
APC
0.09%
COM
SO
0.09%
COM
MDY
0.09%
UTSER1 S&PDCRP
DIS
0.09%
COM DISNEY
VMW
0.09%
CL A COM
SCHO
0.09%
SHT TM US TRES
NVS
0.08%
SPONSORED ADR
NVO
0.08%
ADR
UNP
0.08%
COM
JNJ
0.08%
COM
RDS/A
0.07%
SPONS ADR A
SCHX
0.07%
US LRG CAP ETF
USB
0.07%
COM NEW
AOM
0.07%
MODERT ALLOC ETF
WEC
0.07%
COM
BOND
0.07%
TOTL RETN ETF
DVY
0.07%
SELECT DIVID ETF
VWO
0.07%
FTSE EMR MKT ETF
HD
0.06%
COM
GLD
0.06%
GOLD SHS
IP
0.06%
COM
VNQ
0.06%
REIT ETF
AFL
0.06%
COM
DE
0.06%
COM
FNDA
0.06%
SCHWAB FDT US SC
HAL
0.06%
COM
GIS
0.05%
COM
GSK
0.05%
SPONSORED ADR
VIG
0.05%
DIV APP ETF
CMI
0.05%
COM
COP
0.05%
COM
FRA
0.04%
COM
GLUU
0.04%
COM
TEI
0.03%
COM
NSL
0.02%
COM
DNR
0.01%
COM NEW
OSB
0.58%
COM NEW
GE
0.2%
COM
JNK
0.08%
BRC HGH YLD BD
BRK.B
0.08%
CL B NEW
FEX
0.07%
COM SHS