Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

Summit Wealth Partners, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $24.8B, Ishares Core U.S. Aggregate Bo with a value of $22.9B, Brown & Brown, Inc. with a value of $22.6B, Ishares Russell 1000 Gr ETF with a value of $21B, and Invesco Qqq Trust, Series 1 with a value of $19B.

Examining the 13F form we can see an decrease of $32.4B in the current position value, from $519B to 487B.

Summit Wealth Partners, LLC is based out at Orlando, FL

Below you can find more details about Summit Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Billion
ETFs: $408 Billion
Financial Services: $25.2 Billion
Consumer Defensive: $17.1 Billion
Technology: $12.7 Billion
Healthcare: $5.69 Billion
Industrials: $3.18 Billion
Consumer Cyclical: $2.71 Billion
Communication Services: $2.71 Billion
Other: $2.64 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Billion 5.09% of portfolio
139,181
Q4 2024 Reduced 4.97%
$0
$22.9 Billion 4.69% of portfolio
235,825
Q4 2024 Added 1.15%
$29.6B
$22.6 Billion 4.64% of portfolio
221,700
Q4 2024 Reduced 6.34%
$0
$21 Billion 4.32% of portfolio
52,358
Q4 2024 Reduced 4.22%
$0
$19 Billion 3.91% of portfolio
37,249
Q4 2024 Reduced 3.52%
$0
$17.7 Billion 3.64% of portfolio
199,907
Q4 2024 Reduced 9.09%
$0
$17.4 Billion 3.57% of portfolio
345,460
Q4 2024 Reduced 4.18%
$0
$16 Billion 3.29% of portfolio
310,359
Q4 2024 Reduced 3.73%
$393B
$15.2 Billion 3.12% of portfolio
90,492
Q4 2024 Added 3,240.42%
$0
$12.9 Billion 2.65% of portfolio
250,413
Q4 2024 Added 1.52%
$0
$10.2 Billion 2.09% of portfolio
144,577
Q4 2024 Reduced 0.17%
$0
$9.89 Billion 2.03% of portfolio
77,495
Q4 2024 Reduced 6.25%
$0
$9.86 Billion 2.02% of portfolio
265,521
Q4 2024 Reduced 8.06%
$0
$9.24 Billion 1.9% of portfolio
99,943
Q4 2024 Reduced 3.42%
$0
$9.11 Billion 1.87% of portfolio
94,011
Q4 2024 Added 27.49%
$0
$9.07 Billion 1.86% of portfolio
28,140
Q4 2024 Reduced 10.45%
$0
$8.22 Billion 1.69% of portfolio
14,018
Q4 2024 Reduced 7.29%
$0
$8.21 Billion 1.69% of portfolio
13,954
Q4 2024 Reduced 20.34%
$0
$8.19 Billion 1.68% of portfolio
192,152
Q4 2024 Reduced 2.74%
$0
$7.81 Billion 1.6% of portfolio
88,365
Q4 2024 Reduced 7.8%
$0
$7.23 Billion 1.48% of portfolio
56,174
Q4 2024 Reduced 4.37%
$0
$6.97 Billion 1.43% of portfolio
31,561
Q4 2024 Reduced 4.77%
$3.79T
$5.01 Billion 1.03% of portfolio
20,003
Q4 2024 Reduced 0.15%
$0
$4.63 Billion 0.95% of portfolio
41,279
Q4 2024 Reduced 0.53%
$0
$4.51 Billion 0.93% of portfolio
55,887
Q4 2024 Reduced 9.94%
$0
$4.44 Billion 0.91% of portfolio
71,296
Q4 2024 Reduced 3.92%
$0
$4.22 Billion 0.87% of portfolio
73,350
Q4 2024 Reduced 3.04%
$0
$4.18 Billion 0.86% of portfolio
58,187
Q4 2024 Added 13.16%
$0
$4.1 Billion 0.84% of portfolio
17,063
Q4 2024 Reduced 5.29%
$0
$3.82 Billion 0.78% of portfolio
8,982
Q4 2024 Reduced 0.33%
$0
$3.75 Billion 0.77% of portfolio
123,038
Q4 2024 Reduced 10.11%
$0
$3.66 Billion 0.75% of portfolio
31,785
Q4 2024 Reduced 2.48%
$0
$3.67 Billion 0.75% of portfolio
76,867
Q4 2024 Reduced 0.22%
$0
$3.47 Billion 0.71% of portfolio
71,365
Q4 2024 Added 26.19%
$0
$3.37 Billion 0.69% of portfolio
36,434
Q4 2024 Added 5.79%
$0
$3.25 Billion 0.67% of portfolio
54,315
Q4 2024 Added 33.99%
$3.09T
$2.86 Billion 0.59% of portfolio
6,774
Q4 2024 Added 13.47%
$0
$2.81 Billion 0.58% of portfolio
55,945
Q4 2024 Added 29.94%
$0
$2.66 Billion 0.55% of portfolio
41,294
Q4 2024 Added 38.91%
$0
$2.65 Billion 0.54% of portfolio
45,142
Q4 2024 Added 10.35%
$0
$2.6 Billion 0.53% of portfolio
56,532
Q4 2024 Added 13.79%
$0
$2.43 Billion 0.5% of portfolio
55,174
Q4 2024 Added 12.27%
$0
$2.31 Billion 0.48% of portfolio
79,298
Q4 2024 Added 10.15%
$0
$2.34 Billion 0.48% of portfolio
65,265
Q4 2024 Reduced 11.17%
$0
$2.29 Billion 0.47% of portfolio
51,948
Q4 2024 Reduced 5.6%
$0
$2.11 Billion 0.43% of portfolio
37,441
Q4 2024 Reduced 1.0%
$0
$2.05 Billion 0.42% of portfolio
4,987
Q4 2024 Added 0.26%
$0
$2.05 Billion 0.42% of portfolio
30,657
Q4 2024 Added 22.14%
$0
$1.97 Billion 0.4% of portfolio
25,494
Q4 2024 Reduced 1.53%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $487 Billion
  • Prior Value $519 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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