Summit Financial Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 3, 2025), Summit Financial Wealth Advisors, LLC reported 180 stock positions worth $645.3 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 8.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.4%) and Vanguard Int High DVD YLD (VYMI, 6.3%). Compared with Q2 2025, it opened 14 new positions, sold out of 2, added to 97 and reduced 38. The biggest buy was a new position in First Trust Enh Short Mat FD (FTSM) and the biggest sale United Parcel Service Class B (UPS, shares −96%).

Most Recent 13F
Q2 2026
Location
Lafayette, LA
CIK
0001632283
Portfolio Value
$645.3M (Q3 2025)
SEC Filing
0001172661-25-004158 ↗ filed Oct 3, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $493.6M Q1 2024 Q2 2024: $493.5M Q2 2024 Q3 2024: $533.3M Q3 2024 Q4 2024: $511.3M Q4 2024 Q1 2025: $504.0M Q1 2025 Q2 2025: $557.5M Q2 2025 Q3 2025: $645.3M $645.3M Q3 2025 Q4 2025: $698.6M Q4 2025 Q1 2026: $705.4M Q1 2026 Q2 2026: $782.0M Q2 2026

Holdings 180 stocks · $645.3M
SCHD Schwab US DVD Equity ETF 8.58% 2,011,405 $55.4M Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 8.41% 112,590 $54.3M Add +0.3%
VYMI Vanguard Int High DVD YLD Inc. 6.28% 476,284 $40.5M Add +4.4%
SPBO SS SPDR P Corp. Bond ETF 4.21% 916,928 $27.1M Add +15.3%
NOBL Proshares S&P 500 Dividend A 3.91% 245,326 $25.3M Add +0.4%
PFF iShares Preferred & Income S 3.63% 737,716 $23.4M Add +3.1%
BILZ PIMCO Ultra SHRT Govt Active 3.27% 209,388 $21.1M Add +238.6%
FTSM First Trust Enh Short Mat FD 3.10% 334,151 $20.0M New
IJR iShares Core S&P Small-Cap E 2.90% 156,939 $18.7M Add +1.4%
RTX RTX Corp. 2.67% 103,125 $17.2M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 2.52% 49,374 $16.3M Add +2.7%
AMLP Alerian MLP ETF 2.42% 333,130 $15.6M Add +2.0%
MMM 3M Co. 2.26% 93,450 $14.6M Reduce -1.4%
VLO Valero Energy Corp. 2.17% 83,349 $14.0M Reduce -0.9%
CMI Cummins Inc. 2.15% 32,707 $13.9M Reduce -0.4%
T AT&T Inc. 2.05% 479,886 $13.2M Add +0.8%
CSCO Cisco Systems Inc. 1.77% 166,542 $11.4M Reduce -0.8%
AAPL Apple Inc. 1.74% 44,068 $11.3M Add +11.0%
GRMN Garmin Ltd. 1.72% 43,447 $11.1M Reduce -0.7%
FDL First Trust Morn DVD Lead Inc. 1.56% 229,444 $10.1M Reduce -0.3%
GPC Genuine Parts Co. 1.49% 69,388 $9.6M Add +2.0%
RDVI FT Vest Rising Dividend Achi 1.46% 366,275 $9.5M Add +5.9%
QCOM Qualcomm Inc. 1.41% 54,681 $9.1M Add +2.4%
ETN Eaton Corp. PLC 1.30% 22,514 $8.4M Add +1.1%
OKE Oneok Inc. 1.09% 96,540 $7.0M Add +4.9%
LMT Lockheed Martin Corp. 1.02% 13,170 $6.6M Add +6.3%
MSFT Microsoft Corp. 0.96% 11,963 $6.2M Add +17.8%
XOM Exxon Mobil Corp. 0.88% 50,897 $5.7M Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.87% 19,674 $5.6M Reduce -0.0%
HWC Hancock Whitney Corp. 0.85% 87,545 $5.5M Reduce -1.4%
JEPI JPMorgan Equity Premium Inco 0.81% 91,522 $5.2M Add +6.3%
USB US Bancorp 0.78% 105,074 $5.0M Add +1.6%
CVX Chevron Corp. 0.77% 32,350 $5.0M Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 7,936 $4.0M Reduce -18.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.60% 5,807 $3.9M Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.60% 13,104 $3.8M Add +3.2%
IVV iShares Core S&P 500 ETF 0.59% 5,691 $3.8M Add +14.3%
VOO Vanguard S&P 500 ETF 0.55% 5,810 $3.6M Add +56.0%
JPM JPMorgan Chase & Co. 0.55% 11,386 $3.5M Add +10.9%
GOOG Alphabet Inc. Class C 0.48% 12,693 $3.1M Add +19.9%
SCHG Schwab US Large-Cap Growth 0.47% 94,197 $3.0M Reduce -3.7%
AVGO Broadcom Inc. 0.43% 8,236 $2.7M Add +9.6%
FDVV Fidelity High Dividend ETF 0.40% 46,544 $2.6M New
WMT Walmart Inc. 0.40% 25,271 $2.6M Add +5.0%
NVDA Nvidia Corp. 0.40% 13,654 $2.6M Add +38.1%
TSLA Tesla Inc. 0.38% 5,327 $2.4M Add +8.7%
PFE Pfizer Inc. 0.38% 89,743 $2.4M Reduce -14.0%
FHN First Horizon Corp. 0.37% 105,950 $2.4M Add +7.3%
AMZN Amazon.com Inc. 0.36% 10,572 $2.3M Add +21.1%
SCHA Schwab US Small-Cap ETF 0.29% 65,960 $1.8M Add +6.0%
GLD SPDR Gold Shares 0.27% 4,956 $1.8M Add +0.8%
AIQ Global X Art Intel & Tech 0.27% 34,370 $1.7M Reduce -3.0%
FPE FT-Preferred Secur & Inc. ETF 0.26% 91,967 $1.7M Add +4.6%
BA The Boeing Co. 0.26% 7,719 $1.7M Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.24% 8,118 $1.5M Add +11.1%
UNH Unitedhealth Group Inc. 0.22% 4,141 $1.4M Add +8.4%
ABBV Abbvie Inc. 0.22% 5,818 $1.4M Add +4.8%
JNJ Johnson & Johnson 0.21% 7,246 $1.3M Add +11.9%
DGRO iShares Core Dividend Growth 0.20% 19,049 $1.3M Reduce -0.9%
V Visa Inc. Class A 0.19% 3,615 $1.3M Add +7.4%
SPHD Invesco S&P 500 High Dividen 0.19% 24,579 $1.2M Add +0.0%
HBCP Home Bancorp Inc. 0.18% 21,953 $1.2M Add +0.1%
SCHM Schwab US Mid Cap ETF 0.18% 38,515 $1.1M Add +4.8%
VIG Vanguard Dividend Apprec ETF 0.17% 4,960 $1.1M Add +5.8%
XLK SS Technology Select Sector 0.16% 3,649 $1.0M No change
LLY Eli Lilly & Co. 0.16% 1,218 $1.0M Add +12.5%
IVW iShares S&P 500 Growth ETF 0.15% 8,190 $993K No change
SDOG Alps Sector Dividend Dogs 0.15% 15,813 $957K Add +1.0%
HD Home Depot Inc. 0.15% 2,405 $955K Add +8.5%
MRK Merck & Co. Inc. 0.14% 10,024 $903K Add +3.6%
GOOGL Alphabet Inc. Class A 0.14% 3,633 $890K Add +49.6%
LW Lamb Weston Holdings Inc. 0.13% 13,726 $851K No change
CAG Conagra Brands Inc. 0.13% 44,077 $851K Add +8.9%
TXN Texas Instruments Inc. 0.13% 4,695 $847K Add +1.9%
EME Emcor Group Inc. 0.13% 1,264 $828K Reduce -1.0%
META Meta Platforms Inc. Class A 0.13% 1,136 $815K Add +134.7%
RRBI Red River Bancshares Inc. 0.12% 12,500 $806K No change
CVS CVS Health Corp. 0.12% 10,457 $804K Add +8.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 15,642 $793K Add +8.1%
XLE SS Energy Select Sector 0.12% 8,469 $757K Reduce -31.5%
COST Costco Wholesale Corp. 0.12% 819 $751K Add +46.3%
MUB iShares National Muni Bond E 0.12% 6,982 $743K No change
VNQ Vanguard Real Estate ETF 0.11% 7,983 $731K Reduce -3.5%
MA Mastercard Inc. Class A 0.11% 1,259 $722K Add +13.0%
VFLO Victoryshares Free Cash Flow 0.11% 19,057 $719K Add +134.1%
AMGN Amgen Inc. 0.10% 2,263 $676K Reduce -0.1%
PEP Pepsico Inc. 0.10% 4,575 $655K Reduce -3.8%
RSP Invesco S&P 500 Equal Weight 0.10% 3,412 $649K Reduce -1.3%
PM Philip Morris International 0.10% 3,950 $635K Reduce -2.3%
DE Deere & Co. 0.10% 1,403 $634K Add +38.0%
NUV Nuveen Municipal Value 0.10% 69,396 $624K Reduce -11.4%
LNG Cheniere Energy Inc. 0.10% 2,664 $618K Add +0.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.09% 5,702 $609K Add +1.8%
UNP Union Pacific Corp. 0.09% 2,530 $594K Add +19.3%
NEM Newmont Corp. 0.09% 6,584 $566K Add +2.3%
STX Seagate Technology Holdings 0.09% 2,193 $563K Reduce -22.8%
AOR iShares Core 60/40 Balanced 0.09% 8,604 $556K No change
C Citigroup Inc. 0.08% 5,459 $539K Add +12.4%
PDI PIMCO Dynamic Income Fund 0.08% 26,811 $532K Add +5.5%
NVO Novo-Nordisk A/S-Spons ADR 0.08% 8,933 $529K Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.08% 871 $525K Add +7.7%
BMY Bristol-Myers Squibb Co. 0.08% 11,057 $524K Reduce -15.2%
TLT iShares 20+ Year Treasury BD 0.08% 5,808 $519K Add +11.1%
ORCL Oracle Corp. 0.08% 1,778 $514K No change
SO The Southern Co. 0.08% 5,333 $506K Add +2.6%
TGT Target Corp. 0.08% 5,653 $504K Add +19.7%
O Realty Income Corp. 0.08% 8,080 $489K No change
GJUN FT Vest US Equity Moderate B 0.07% 12,055 $469K Reduce -29.0%
COP Conocophillips 0.07% 4,869 $465K Add +15.0%
CIBR First Trust Nasdaq Cybersecu 0.07% 6,005 $460K Add +95.3%
WM Waste Management Inc. 0.07% 2,088 $459K Add +4.6%
OBK Origin Bancorp Inc. 0.07% 13,217 $454K No change
FDEC FT Vest U.S. Equity Buffer E 0.07% 8,952 $442K No change
VZ Verizon Communications Inc. 0.07% 9,845 $432K Add +51.5%
KO The Coca-Cola Co. 0.07% 6,344 $424K Reduce -0.9%
ET Energy Transfer LP 0.06% 24,209 $411K No change
NVS Novartis AG-Sponsored ADR 0.06% 3,121 $411K Add +1.2%
CAVA Cava Group Inc. 0.06% 6,625 $409K Add +56.8%
IYW iShares Ustechnology ETF 0.06% 2,033 $401K No change
PG The Procter & Gamble Co. 0.06% 2,488 $381K Add +30.4%
ALT Altimmune Inc. 0.06% 96,288 $373K Reduce -21.7%
SBI Western Asset Intermediate 0.06% 46,556 $371K No change
SGOV iShares 0-3 Month Treasury B 0.05% 3,477 $349K No change
LRGG Nomura Focused Large Growth 0.05% 11,380 $342K Reduce -5.0%
IVE iShares S&P 500 Value ETF 0.05% 1,641 $340K Add +6.5%
DGRW Wisdomtree U.S. Quality Divi 0.05% 3,796 $338K No change
LIN Linde PLC 0.05% 716 $334K Add +11.7%
AKRO Akero Therapeutics Inc. 0.05% 7,155 $333K No change
KMB Kimberly-Clark Corp. 0.05% 2,650 $327K Add +27.5%
HPE Hewlett Packard Enterprise 0.05% 13,036 $325K Add +6.4%
EPD Enterprise Products Partners 0.05% 10,401 $324K No change
MCD McDonald's Corp. 0.05% 1,073 $322K Add +18.2%
DFAU Dimensional US Core Equity M 0.05% 7,000 $321K No change
AFL Aflac Inc. 0.05% 2,889 $320K Add +10.0%
ABT Abbott Laboratories 0.05% 2,387 $319K Add +11.8%
APH Amphenol Corp. Class A 0.05% 2,543 $317K Add +21.0%
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 11,962 $316K Reduce -4.7%
EMR Emerson Electric Co. 0.05% 2,352 $309K Add +17.5%
TDIV FT Nasdaq Tech DVD Index FD 0.05% 3,025 $301K Reduce -6.2%
GSK GSK PLC-Spon ADR 0.05% 6,547 $298K Add +5.7%
ENB Enbridge Inc. 0.05% 6,008 $298K Add +8.3%
SFNC Simmons First Natl Corp. Class A 0.05% 15,090 $293K No change
GLW Corning Inc. 0.04% 3,414 $284K New
GEL Genesis Energy L.P. 0.04% 16,913 $280K No change
SYY Sysco Corp. 0.04% 3,354 $278K Reduce -21.9%
NTAP Netapp Inc. 0.04% 2,339 $277K No change
PSX Phillips 66 0.04% 2,037 $274K Add +7.7%
PHAT Phathom Pharmaceuticals Inc. 0.04% 22,143 $272K No change
GD General Dynamics Corp. 0.04% 784 $267K New
BLK BlackRock Inc. 0.04% 233 $266K Add +2.2%
IWN iShares Russell 2000 Value E 0.04% 1,484 $263K No change
BTT BlackRock 2030 Muni TRGT TRM 0.04% 11,650 $263K Reduce -14.7%
ALL Allstate Corp. 0.04% 1,249 $263K Reduce -0.1%
KNG FT Vest S&P 500 DVD Arst TRG 0.04% 5,325 $262K Reduce -15.8%
AROC Archrock Inc. 0.04% 10,000 $259K No change
SCHX Schwab US Large-Cap ETF 0.04% 9,780 $259K Add +3.3%
ITOT iShares Core S&P Total U.S. 0.04% 1,761 $257K No change
RF Regions Financial Corp. 0.04% 9,688 $254K Add +6.6%
CLST Catalyst Bancorp Inc. 0.04% 18,200 $242K No change
PHYS Sprott Physical Gold Trust 0.04% 8,000 $237K No change
WHR Whirlpool Corp. 0.04% 3,000 $237K No change
NXP Nuveen Select Tax-Free Inc. 0.04% 16,212 $236K Reduce -23.6%
MDY State Street SPDR S&P Midcap 0.04% 392 $234K Add +0.3%
KTF DWS Municipal Income Trust 0.04% 25,400 $234K No change
AVSC Avantis US Small Cap Equity 0.03% 3,928 $225K New
SPHY SS SPDR P High Yield ETF 0.03% 9,300 $222K New
UPS United Parcel Service Class B 0.03% 2,623 $221K Reduce -95.8%
RMD Resmed Inc. 0.03% 805 $218K New
IYE iShares U.S. Energy ETF 0.03% 4,577 $218K No change
SCHW Schwab (charles) Corp. 0.03% 2,338 $216K New
CBOE Cboe Global Markets Inc. 0.03% 887 $214K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.03% 18,400 $210K No change
CAT Caterpillar Inc. 0.03% 436 $210K New
LOW Lowe's Cos Inc. 0.03% 845 $210K New
CEG Constellation Energy 0.03% 585 $205K New
IAU iShares Gold Trust 0.03% 2,797 $204K Reduce -49.6%
LNC Lincoln National Corp. 0.03% 5,000 $201K New
VG Venture Global Inc. Class A 0.03% 13,175 $194K Add +2.3%
TALO Talos Energy Inc. 0.02% 15,286 $149K Reduce -0.3%
F Ford Motor Co. filed as FORD MTR CO 0.02% 10,921 $134K New

Portfolio Sells Q2 2025 → Q3 2025
UPS United Parcel Service Class B Reduce -95.8% 0.03% −1.10
MMM 3M Co. Reduce -1.4% 2.26% −0.33
CSCO Cisco Systems Inc. Reduce -0.8% 1.77% −0.32
BRK.B Berkshire Hathaway Inc. Class B Reduce -18.1% 0.61% −0.23
FDL First Trust Morn DVD Lead Inc. Reduce -0.3% 1.56% −0.17
IBM Intl Business Machines Corp. Reduce -0.0% 0.87% −0.17
PFE Pfizer Inc. Reduce -14.0% 0.38% −0.08
XLE SS Energy Select Sector Reduce -31.5% 0.12% −0.07
HWC Hancock Whitney Corp. Reduce -1.4% 0.85% −0.07
SCHG Schwab US Large-Cap Growth Reduce -3.7% 0.47% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.60% −0.04
GJUN FT Vest US Equity Moderate B Reduce -29.0% 0.07% −0.04
SLV iShares Silver Trust Sold out 0.00% −0.04
MMD Nylim Mackay Definedterm Mun Sold out 0.00% −0.04
PM Philip Morris International Reduce -2.3% 0.10% −0.03
IAU iShares Gold Trust Reduce -49.6% 0.03% −0.03
ALT Altimmune Inc. Reduce -21.7% 0.06% −0.03
BMY Bristol-Myers Squibb Co. Reduce -15.2% 0.08% −0.03
NUV Nuveen Municipal Value Reduce -11.4% 0.10% −0.03
VNQ Vanguard Real Estate ETF Reduce -3.5% 0.11% −0.02
DGRO iShares Core Dividend Growth Reduce -0.9% 0.20% −0.02
NXP Nuveen Select Tax-Free Inc. Reduce -23.6% 0.04% −0.02
KO The Coca-Cola Co. Reduce -0.9% 0.07% −0.02
SYY Sysco Corp. Reduce -21.9% 0.04% −0.02
KNG FT Vest S&P 500 DVD Arst TRG Reduce -15.8% 0.04% −0.02
BTT BlackRock 2030 Muni TRGT TRM Reduce -14.7% 0.04% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -1.3% 0.10% −0.01
AIQ Global X Art Intel & Tech Reduce -3.0% 0.27% −0.01
PEP Pepsico Inc. Reduce -3.8% 0.10% −0.01
AMGN Amgen Inc. Reduce -0.1% 0.10% −0.01
LRGG Nomura Focused Large Growth Reduce -5.0% 0.05% −0.01
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -4.7% 0.05% −0.01
TDIV FT Nasdaq Tech DVD Index FD Reduce -6.2% 0.05% −0.01
ALL Allstate Corp. Reduce -0.1% 0.04% −0.00
TALO Talos Energy Inc. Reduce -0.3% 0.02% −0.00
EME Emcor Group Inc. Reduce -1.0% 0.13% +0.01
STX Seagate Technology Holdings Reduce -22.8% 0.09% +0.01
GRMN Garmin Ltd. Reduce -0.7% 1.72% +0.08
VLO Valero Energy Corp. Reduce -0.9% 2.17% +0.14
CMI Cummins Inc. Reduce -0.4% 2.15% +0.22

Portfolio Buys Q2 2025 → Q3 2025
FTSM First Trust Enh Short Mat FD New 3.10% +3.10
BILZ PIMCO Ultra SHRT Govt Active Add +238.6% 3.27% +2.15
FDVV Fidelity High Dividend ETF New 0.40% +0.40
AAPL Apple Inc. Add +11.0% 1.74% +0.28
VOO Vanguard S&P 500 ETF Add +56.0% 0.55% +0.17
GOOG Alphabet Inc. Class C Add +19.9% 0.48% +0.15
NVDA Nvidia Corp. Add +38.1% 0.40% +0.12
TSLA Tesla Inc. Add +8.7% 0.38% +0.10
META Meta Platforms Inc. Class A Add +134.7% 0.13% +0.06
GOOGL Alphabet Inc. Class A Add +49.6% 0.14% +0.06
VFLO Victoryshares Free Cash Flow Add +134.1% 0.11% +0.06
MSFT Microsoft Corp. Add +17.8% 0.96% +0.06
AVGO Broadcom Inc. Add +9.6% 0.43% +0.05
GLW Corning Inc. New 0.04% +0.04
GD General Dynamics Corp. New 0.04% +0.04
SPBO SS SPDR P Corp. Bond ETF Add +15.3% 4.21% +0.04
IVV iShares Core S&P 500 ETF Add +14.3% 0.59% +0.04
ABBV Abbvie Inc. Add +4.8% 0.22% +0.04
AVSC Avantis US Small Cap Equity New 0.03% +0.03
SPHY SS SPDR P High Yield ETF New 0.03% +0.03
RMD Resmed Inc. New 0.03% +0.03
SCHW Schwab (charles) Corp. New 0.03% +0.03
CBOE Cboe Global Markets Inc. New 0.03% +0.03
CAT Caterpillar Inc. New 0.03% +0.03
LOW Lowe's Cos Inc. New 0.03% +0.03
CEG Constellation Energy New 0.03% +0.03
JNJ Johnson & Johnson Add +11.9% 0.21% +0.03
LNC Lincoln National Corp. New 0.03% +0.03
CIBR First Trust Nasdaq Cybersecu Add +95.3% 0.07% +0.03
F Ford Motor Co. New 0.02% +0.02
NEM Newmont Corp. Add +2.3% 0.09% +0.02
AMZN Amazon.com Inc. Add +21.1% 0.36% +0.02
COST Costco Wholesale Corp. Add +46.3% 0.12% +0.02
VZ Verizon Communications Inc. Add +51.5% 0.07% +0.02
JPM JPMorgan Chase & Co. Add +10.9% 0.55% +0.01
APH Amphenol Corp. Class A Add +21.0% 0.05% +0.01
UNH Unitedhealth Group Inc. Add +8.4% 0.22% +0.01
C Citigroup Inc. Add +12.4% 0.08% +0.01
GPC Genuine Parts Co. Add +2.0% 1.49% +0.01
DE Deere & Co. Add +38.0% 0.10% +0.01
HPE Hewlett Packard Enterprise Add +6.4% 0.05% +0.01
CVS CVS Health Corp. Add +8.0% 0.12% +0.00
PG The Procter & Gamble Co. Add +30.4% 0.06% +0.00
GLD SPDR Gold Shares Add +0.8% 0.27% +0.00
UNP Union Pacific Corp. Add +19.3% 0.09% +0.00
LLY Eli Lilly & Co. Add +12.5% 0.16% +0.00
COP Conocophillips Add +15.0% 0.07% +0.00
GSK GSK PLC-Spon ADR Add +5.7% 0.05% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +11.1% 0.24% +0.00
SCHA Schwab US Small-Cap ETF Add +6.0% 0.29% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 225$782.0MVYMI, SCHD, VUG, SPBO, BILZ
Q1 2026 193$705.4MVYMI, SCHD, VUG, SPBO, BILZ
Q4 2025 195$698.6MSCHD, VYMI, VUG, SPBO, BILZ
Q3 2025 180$645.3MSCHD, VUG, VYMI, SPBO, NOBL
Q2 2025 168$557.5MSCHD, VUG, VYMI, NOBL, SPBO
Q1 2025 151$504.0MSCHD, VUG, VYMI, NOBL, PFF
Q4 2024 150$511.3MSCHD, VUG, VYMI, NOBL, PFF
Q3 2024 151$533.3MSCHD, VUG, VYMI, GFEB, SPYM
Q2 2024 141$493.5MGFEB, SCHD, VUG, VYMI, NOBL
Q1 2024 133$493.6MGFEB, SCHD, VUG, VYMI, NOBL