Summit Wealth Partners, LLC Purchases and Sells in Q1 2025

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	61.6K + 514.83%	N/A	73.6K $3.86B
IVV	4.32K + 30.95%	$554.06 - $615.85 $2.39M - $2.66M	18.3K $10.3B
IUSB	37.7K + 20.52%	$44.72 - $46.25 $1.69M - $1.74M	221K $10.2B
IEFA	418 + 0.29%	$69.57 - $78.65 $29.1K - $32.9K	145K $11B
VUG	2.6K + 52.04%	$369.1 - $427.61 $958K - $1.11M	7.58K $2.81B
AVEM	11.6K + 25.59%	$57.11 - $62.4 $660K - $721K	56.7K $3.41B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INNOVATOR ETFS TRUST	23.8K New	N/A	23.8K $563M
CLOI	9.13K New	$52.68 - $53.16 $481K - $486K	9.13K $483M
LMBS	9.72K New	$48.31 - $49.23 $470K - $479K	9.72K $478M
IBTL	20.4K New	$19.55 - $20.33 $399K - $415K	20.4K $415M
BMAR	8.35K New	$44.99 - $47.69 $376K - $398K	8.35K $380M
SHY	4.54K New	$81.83 - $82.73 $371K - $375K	4.54K $375M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-15.9K - 17.59%	$158.56 - $176.26 $2.52M - $2.81M	74.6K $12.7B
SHYG	-27K - 14.05%	$42.38 - $43.28 $1.14M - $1.17M	165K $7.02B
CALF	-17.9K - 32.5%	$36.64 - $45.76 $657K - $821K	37.2K $1.4B
IWM	-1.67K - 5.28%	$198.1 - $229.79 $330K - $383K	29.9K $5.96B
IBTF	-31K - 40.4%	$23.29 - $23.38 $721K - $724K	45.7K $1.07B
AAPL	-356 - 1.78%	$209.68 - $247.1 $74.6K - $88K	19.6K $4.36B

Activity Summary All Purchases 89 New Holdings 16 Increased Positions 73 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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