Summit Wealth Partners, LLC Purchases in Q3 2024

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.14K
+ 46.64%
$35.57 - $37.86 $183K - $194K
16.1K $611M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 5.06%
$45.87 - $48.53 $110K - $116K
49.7K $2.4B
JPIN
Jp Morgan Diversified Return I

ETFs
3.36K
New
$54.1 - $60.82 $182K - $204K
3.36K $202M
HPQ
Hp Inc

Technology
5.63K
New
$32.02 - $38.11 $180K - $215K
5.63K $202M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.3 - $100.74 $201K - $202K
2K $202M
DVY
Ishares Tr

ETFs
73
+ 0.54%
$119.99 - $135.74 $8.76K - $9.91K
13.6K $1.84B
NJUL
Innovator Growth 100 Power Buf

Technology
3K
+ 31.06%
$56.73 - $60.88 $170K - $183K
12.7K $770M
AVGO
Broadcom Inc.

Technology
5.27K
+ 1056.31%
$136.27 - $1745.86 $718K - $9.2M
5.77K $995M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.26K
+ 22.32%
$55.81 - $61.01 $126K - $138K
12.4K $756M
IXUS
Ishares Tr

ETFs
520
+ 1.86%
$64.9 - $73.35 $33.7K - $38.1K
28.4K $2.06B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.27K
+ 6.94%
$79.29 - $84.02 $101K - $107K
19.6K $1.64B
JNJ
Johnson & Johnson

Healthcare
11
+ 0.11%
$145.48 - $167.38 $1.6K - $1.84K
10K $1.62B
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.78K
+ 10.4%
$25.23 - $27.94 $95.4K - $106K
40.1K $1.11B
AOA
Ishares Tr Core Aggressive All

ETFs
1.19K
+ 8.27%
$72.11 - $79.05 $85.5K - $93.8K
15.5K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
336
+ 9.96%
$255.18 - $283.2 $85.7K - $95.2K
3.71K $1.05B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
444
+ 1.26%
$53.41 - $57.9 $23.7K - $25.7K
35.6K $2.06B
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 14.59%
$47.6 - $53.31 $85.7K - $96K
14.1K $747M
IJUL
Innovator Etfs Tr

ETFs
3.75K
+ 42.31%
$27.47 - $29.55 $103K - $111K
12.6K $370M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.47K
+ 13.32%
$24.78 - $25.11 $111K - $112K
38K $954M
META
Meta Platforms, Inc.

Communication Services
129
+ 19.31%
$453.41 - $572.44 $58.5K - $73.8K
797 $456M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.21%
$101.25 - $127.45 $1.22K - $1.53K
5.78K $702M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 3.66%
$50.15 - $51.27 $76.3K - $78K
43.1K $2.21B
DGRO
Ishares Core Dividend Growth E

ETFs
100
+ 0.48%
$57.47 - $62.76 $5.75K - $6.28K
21K $1.32B
ACWI
Ishares Msci Acwi ETF

ETFs
622
+ 12.17%
$107.24 - $119.84 $66.7K - $74.5K
5.74K $686M
IBM
International Business Machines Corp

Technology
101
+ 5.51%
$175.1 - $223.38 $17.7K - $22.6K
1.93K $428M
First Tr Exchng Traded Fd Vi
2.22K
+ 5.25%
N/A
44.5K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
297
+ 5.58%
$194.9 - $224.8 $57.9K - $66.8K
5.62K $1.19B
VGSH
Vanguard

ETFs
1.22K
+ 3.54%
$57.74 - $59.13 $70.3K - $72K
35.6K $2.1B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.92K
+ 5.25%
$23.13 - $23.43 $90.7K - $91.9K
78.6K $1.84B
Bitwise Bitcoin ETF Tr
1.22K
+ 3.92%
N/A
32.3K $1.12B
VTV
Vanguard Value ETF

ETFs
205
+ 4.79%
$159.75 - $174.57 $32.7K - $35.8K
4.48K $782M
VO
Vanguard Mid Cap ETF

ETFs
51
+ 1.36%
$237.84 - $263.83 $12.1K - $13.5K
3.79K $1B
First Tr Exchng Traded Fd Vi
2.46K
+ 10.64%
N/A
25.5K $597M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.84K
+ 9.57%
$40.48 - $45.39 $74.5K - $83.5K
21.1K $927M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
404
+ 1.59%
$76.38 - $78.87 $30.9K - $31.9K
25.9K $2.04B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.32%
$460.3 - $584.56 $921 - $1.17K
621 $363M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
201
+ 4.19%
$104.5 - $114.97 $21K - $23.1K
4.99K $572M
J P Morgan Exchange Traded F
836
+ 11.93%
N/A
7.84K $479M
LLY
Eli Lilly & CO

Healthcare
83
+ 20.85%
$772.14 - $960.02 $64.1K - $79.7K
481 $426M
MUB
Ishares National Muni Bond ETF

ETFs
530
+ 14.31%
$106.13 - $108.7 $56.2K - $57.6K
4.23K $460M
DUHP
Dimensional ETF Tr Dimensional

ETFs
911
+ 6.16%
$30.74 - $34.07 $28K - $31K
15.7K $535M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
298
+ 3.58%
$33.89 - $41.64 $10.1K - $12.4K
8.62K $343M
FPE
First Tr Pfd Secs & Income ETF

ETFs
316
+ 0.45%
$17.35 - $18.22 $5.48K - $5.76K
70.7K $1.28B
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.02%
$56.47 - $63.69 $169 - $191
12.7K $802M
AOR
Ishares Tr Core Growth Allocat

ETFs
248
+ 1.86%
$55.15 - $59.31 $13.7K - $14.7K
13.6K $803M
PFE
Pfizer Inc

Healthcare
1K
+ 4.18%
$27.7 - $31.39 $27.7K - $31.4K
24.9K $722M
VBR
Vanguard Small Cap Value ETF

ETFs
52
+ 2.43%
$179.99 - $201.6 $9.36K - $10.5K
2.19K $440M
PJUL
Innovator U.S. Equity Power Bu

ETFs
619
+ 4.54%
$37.89 - $40.48 $23.5K - $25.1K
14.3K $577M
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.37%
$45.95 - $54.71 $1.19K - $1.42K
7.06K $360M
Activity Summary
Buys All Purchases 122 New Holdings 24 Increased Positions 98 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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