Summit Financial Wealth Advisors, LLC Q3 2023 vs. Q4 2023 Holdings Comparison

Investment firms and advisors are constantly monitoring their holdings and making adjustments to achieve maximum returns. Summit Financial Wealth Advisors, LLC is no different. In the third quarter of 2023, they held a diverse range of stocks and funds. However, by the fourth quarter, some changes were made to their portfolio. Let's take a closer look at the Q3 2023 compared to the Q4 2023 holdings.

FIRST TR EXCHNG TRADED FD VI (GJUN)

In Q3 2023, Summit Financial held 1,553,725 shares of FIRST TR EXCHNG TRADED FD VI (GJUN). However, they reduced their holdings to 1,509,208 shares in Q4 2023, representing a 2.6% decrease. Similarly, the value of their holdings also saw a slight increase from $46,751,000 in Q3 to $47,980,000 in Q4.

VANGUARD INDEX FDS (VUG)

Summit Financial also had holdings in VANGUARD INDEX FDS (VUG) in both quarters. They initially held 124,860 shares in Q3, which decreased to 119,878 shares in Q4, a 5.1% decline. Despite the decrease in shares, the value of their holdings increased from $35,473,000 to $37,267,000.

FIRST TR MORNINGSTAR DIVID L (FDL)

Another substantial holding for Summit Financial in Q3 2023 was FIRST TR MORNINGSTAR DIVID L (FDL). They held 752,103 shares in this fund, which decreased slightly to 718,313 shares in Q4, representing a 3.7% decrease. The value of their holdings saw a small increase from $24,856,000 to $25,773,000.

VANGUARD WHITEHALL FDS (VYMI)

Summit Financial held 387,575 shares of VANGUARD WHITEHALL FDS (VYMI) in Q3 2023, which decreased marginally to 381,421 shares in Q4, a 6.2% decrease. The value of their holdings also increased from $23,874,000 to $25,360,000.

PROSHARES TR (NOBL)

In Q3 2023, Summit Financial held 226,267 shares of PROSHARES TR (NOBL), which decreased to 221,579 shares in Q4, representing a 6.8% decrease. The value of their holdings also increased from $19,748,000 to $21,094,000.

These are just a few examples of the changes in holdings made by Summit Financial Wealth Advisors, LLC between Q3 2023 and Q4 2023. It is essential for investors to stay vigilant and make adjustments to their portfolios to adapt to market conditions and maximize their returns.