Summit Wealth Partners, LLC Purchases in Q4 2024

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
87.8K
+ 3240.42%
$161.05 - $179.7 $14.1M - $15.8M
90.5K $15.2B
AVUS
American Centy ETF Tr Avantis

ETFs
20.3K
+ 27.49%
$94.36 - $102.06 $1.91M - $2.07M
94K $9.11B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
38K
+ 26.03%
$45.07 - $47.1 $1.71M - $1.79M
184K $8.31B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13.8K
+ 33.99%
$59.74 - $60.03 $823K - $827K
54.3K $3.25B
AVGO
Broadcom Inc.

Technology
1.33K
+ 23.1%
$159.67 - $250.0 $213K - $333K
7.1K $1.65B
Blackrock ETF Trust Ii
12K
New
N/A
12K $623M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.9K
+ 29.94%
$50.02 - $51.24 $645K - $660K
55.9K $2.81B
IDEV
Ishares Core Msci Intl Develop

ETFs
11.6K
+ 38.91%
$64.18 - $70.42 $742K - $814K
41.3K $2.66B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
14.8K
+ 26.19%
$48.5 - $53.31 $718K - $790K
71.4K $3.47B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.59K
+ 68.82%
$50.67 - $50.9 $435K - $437K
21.1K $1.07B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.5K
+ 35.13%
$22.72 - $23.0 $351K - $355K
59.4K $1.36B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.77K
+ 13.16%
$71.75 - $75.11 $485K - $508K
58.2K $4.18B
AMZN
Amazon Com Inc

Consumer Cyclical
810
+ 18.83%
$180.88 - $232.93 $147K - $189K
5.11K $1.12B
GOOGL
Alphabet Inc.

Communication Services
1.62K
New
$161.86 - $196.66 $263K - $319K
1.62K $307M
MSFT
Microsoft Corp

Technology
804
+ 13.47%
$406.35 - $454.46 $327K - $365K
6.77K $2.86B
DIS
Walt Disney CO

Communication Services
2.11K
New
$92.39 - $117.6 $194K - $248K
2.11K $234M
IBMO
Ishares Tr Ibonds December 202

ETFs
8.92K
New
$25.4 - $25.62 $227K - $228K
8.92K $227M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
494
New
$442.29 - $483.08 $218K - $239K
494 $224M
J P Morgan Exchange Traded F
3.46K
+ 44.12%
N/A
11.3K $701M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.09K
+ 37.04%
$115.08 - $119.55 $241K - $250K
7.74K $895M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.85K
+ 13.79%
$46.07 - $48.17 $316K - $330K
56.5K $2.6B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.05K
New
$172.07 - $207.36 $180K - $217K
1.05K $207M
ABT
Abbott Laboratories

Healthcare
1.79K
New
$111.93 - $119.39 $201K - $214K
1.79K $203M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.48K
+ 31.68%
$47.98 - $49.47 $167K - $172K
14.5K $699M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.03K
+ 12.27%
$43.84 - $48.76 $264K - $294K
55.2K $2.43B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.19K
+ 19.42%
N/A
38.1K $916M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.51K
+ 43.91%
$49.03 - $53.35 $123K - $134K
8.21K $421M
VUG
Vanguard Growth ETF

ETFs
13
+ 0.26%
$378.79 - $428.11 $4.92K - $5.57K
4.99K $2.05B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.5K
+ 31.71%
$19.8 - $20.06 $109K - $110K
22.8K $453M
ADP
Automatic Data Processing Inc

Industrials
212
+ 8.28%
$280.08 - $307.97 $59.4K - $65.3K
2.77K $812M
DGRO
Ishares Core Dividend Growth E

ETFs
1.96K
+ 9.31%
$60.73 - $64.94 $119K - $127K
23K $1.41B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.99K
+ 5.79%
$91.94 - $100.02 $183K - $199K
36.4K $3.37B
MEAR
Blackrock Short Maturity Munic

ETFs
1.54K
+ 20.98%
$49.94 - $50.28 $76.9K - $77.4K
8.87K $443M
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 16.9%
$385.02 - $431.37 $96.6K - $108K
1.74K $675M
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.39K
+ 15.91%
$25.15 - $27.57 $161K - $176K
46.5K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 24.38%
$873.59 - $994.69 $51.5K - $58.7K
301 $276M
ORCL
Oracle Corp

Technology
364
+ 10.79%
$165.41 - $192.43 $60.2K - $70K
3.74K $623M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.57K
+ 5.74%
$46.68 - $47.95 $73.1K - $75K
28.8K $1.35B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
438
+ 21.86%
$100.16 - $100.7 $43.9K - $44.1K
2.44K $245M
MCD
Mcdonalds Corp

Consumer Cyclical
171
+ 24.43%
$288.47 - $316.54 $49.3K - $54.1K
871 $253M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 10.02%
$521.84 - $558.82 $30.8K - $33K
648 $349M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.31K
+ 10.15%
$28.89 - $31.63 $211K - $231K
79.3K $2.31B
KO
Coca Cola CO

Consumer Defensive
1.06K
+ 31.76%
$61.74 - $71.71 $65.3K - $75.9K
4.39K $273M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.09K
+ 5.58%
$80.13 - $83.77 $87.4K - $91.4K
20.7K $1.66B
META
Meta Platforms, Inc.

Communication Services
8
+ 1.0%
$554.08 - $632.68 $4.43K - $5.06K
805 $471M
AVEM
American Centy ETF Tr Avantis

ETFs
4.23K
+ 10.35%
$58.59 - $66.14 $248K - $280K
45.1K $2.65B
SJNK
Spdr Bloomberg Short Term High

ETFs
942
+ 2.52%
$25.09 - $25.69 $23.6K - $24.2K
38.3K $967M
IAU
Ishares Gold Trust

ETFs
96
+ 1.74%
$48.37 - $52.65 $4.64K - $5.05K
5.61K $278M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.05%
$261.5 - $284.63 $523 - $569
3.79K $1B
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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