Summit Wealth Partners, LLC Purchases in Q2 2025

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.5K
+ 46.1%
$22.09 - $22.44 $99.5K - $101K
14.3K $319M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.42K
+ 7.44%
$22.81 - $22.97 $101K - $102K
63.9K $1.47B
JMEE
J P Morgan Exchange Traded Fd

ETFs
591
+ 5.27%
$49.07 - $59.23 $29K - $35K
11.8K $699M
RSP
Invesco S&P 500 Equal Weight E

ETFs
114
+ 2.17%
$152.93 - $181.74 $17.4K - $20.7K
5.37K $975M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$146.58 - $180.01 $147 - $180
2.8K $497M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.04K
+ 17.39%
$32.77 - $36.44 $34.1K - $37.9K
7.03K $256M
GOOGL
Alphabet Inc.

Communication Services
52
+ 3.32%
$144.7 - $178.6 $7.52K - $9.29K
1.62K $285M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
60
+ 1.48%
$73.0 - $85.5 $4.38K - $5.13K
4.11K $345M
VTV
Vanguard Value ETF

ETFs
58
+ 1.5%
$153.67 - $176.74 $8.91K - $10.3K
3.93K $695M
EEMV
Ishares Msci Emerging Markets

ETFs
23
+ 0.64%
$54.12 - $62.8 $1.24K - $1.44K
3.61K $227M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.02%
$77.74 - $78.78 $622 - $630
32.8K $2.58B
LMT
Lockheed Martin Corp

Industrials
4
+ 0.57%
$430.82 - $486.45 $1.72K - $1.95K
708 $328M
FTSL
First Trust Senior Ln Fund

ETFs
195
+ 3.61%
$44.58 - $46.07 $8.69K - $8.98K
5.59K $257M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
49
+ 1.75%
$75.05 - $77.34 $3.68K - $3.79K
2.85K $221M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
53
+ 0.2%
$24.94 - $25.42 $1.32K - $1.35K
26K $662M
SUB
Ishares Short Term National Mu

ETFs
9
+ 0.26%
$104.77 - $106.34 $943 - $957
3.42K $364M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
27
+ 0.22%
$20.16 - $20.49 $544 - $553
12.2K $250M
MO
Altria Group, Inc.

Consumer Defensive
23
+ 0.33%
$55.56 - $60.91 $1.28K - $1.4K
6.94K $407M
VZ
Verizon Communications Inc

Communication Services
31
+ 0.41%
$41.67 - $45.62 $1.29K - $1.41K
7.63K $330M
XOM
Exxon Mobil Corp

Energy
7
+ 0.36%
$99.93 - $119.04 $700 - $833
1.97K $212M
NEE
Nextera Energy Inc

Utilities
14
+ 0.09%
$64.11 - $75.0 $898 - $1.05K
15.7K $1.09B
DVY
Ishares Tr

ETFs
4
+ 0.03%
$118.37 - $134.86 $473 - $539
15.9K $2.11B
XLE
Energy Sector Spdr

ETFs
83
+ 2.37%
$76.44 - $94.13 $6.34K - $7.81K
3.58K $304M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.05%
$170.16 - $206.27 $340 - $413
3.69K $684M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.02%
$73.47 - $87.12 $147 - $174
12.5K $989M
UNH
Unitedhealth Group Inc

Healthcare
38
+ 2.55%
$274.35 - $599.47 $10.4K - $22.8K
1.53K $477M
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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