Summit Wealth Partners, LLC Reduced Holdings in Q1 2025

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-15.9K
- 17.59%
$158.56 - $176.26 $2.52M - $2.81M
74.6K $12.7B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-27K
- 14.05%
$42.38 - $43.28 $1.14M - $1.17M
165K $7.02B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-17.9K
- 32.5%
$36.64 - $45.76 $657K - $821K
37.2K $1.4B
IWM
Ishares Russell 2000 ETF

ETFs
-1.67K
- 5.28%
$198.1 - $229.79 $330K - $383K
29.9K $5.96B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-31K
- 40.4%
$23.29 - $23.38 $721K - $724K
45.7K $1.07B
AAPL
Apple Inc.

Technology
-356
- 1.78%
$209.68 - $247.1 $74.6K - $88K
19.6K $4.36B
VB
Vanguard Small Cap ETF

ETFs
-1.26K
- 7.38%
$217.89 - $252.64 $274K - $318K
15.8K $3.5B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-511
- 1.82%
$302.31 - $337.54 $154K - $172K
27.6K $8.47B
AVGO
Broadcom Inc.

Technology
-630
- 8.87%
$167.43 - $244.7 $105K - $154K
6.47K $1.08B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-19.3K
- 15.66%
$29.72 - $31.94 $573K - $615K
104K $3.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.26K
- 2.24%
$120.29 - $134.6 $151K - $169K
54.9K $6.7B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.65K
- 3.0%
$82.81 - $92.93 $219K - $246K
85.7K $7.29B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.3K
- 3.28%
$50.39 - $50.66 $570K - $574K
334K $16.9B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-26.4K
- 43.21%
$17.53 - $17.87 $463K - $472K
34.7K $611M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-199
- 0.63%
$102.49 - $119.96 $20.4K - $23.9K
31.6K $3.3B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-4.15K
- 7.43%
$78.12 - $83.7 $324K - $347K
51.7K $4.17B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-7.19K
- 10.07%
$47.59 - $50.79 $342K - $365K
64.2K $3.21B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-5.64K
- 19.55%
$46.82 - $47.8 $264K - $269K
23.2K $1.09B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.14K
- 22.79%
$49.22 - $51.73 $253K - $266K
17.4K $880M
SJNK
Spdr Bloomberg Short Term High

ETFs
-8.63K
- 22.55%
$25.08 - $25.64 $217K - $221K
29.7K $746M
ORCL
Oracle Corp

Technology
-635
- 17.0%
$139.81 - $186.47 $88.8K - $118K
3.1K $434M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-7.79K
- 33.25%
$23.16 - $23.32 $180K - $182K
15.6K $364M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-18
- 0.54%
$522.96 - $601.18 $9.41K - $10.8K
3.31K $1.77B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.25K
- 14.16%
$25.05 - $25.16 $132K - $132K
31.8K $800M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.28K
- 3.82%
$53.6 - $58.97 $68.7K - $75.6K
32.3K $1.77B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-6.75K
- 20.85%
$18.54 - $18.88 $125K - $127K
25.6K $479M
VTI
Vanguard Total Stock Market Et

ETFs
-184
- 4.99%
$271.18 - $303.12 $49.9K - $55.8K
3.51K $964M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-4.21K
- 10.29%
$23.13 - $23.41 $97.4K - $98.5K
36.7K $852M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.15K
- 1.57%
$56.17 - $59.71 $64.7K - $68.7K
72.2K $4.13B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.55K
- 1.79%
$51.52 - $52.37 $286K - $290K
305K $16B
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.89K
- 15.94%
$37.4 - $39.42 $70.8K - $74.7K
9.99K $377M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-483
- 4.13%
$54.51 - $63.63 $26.3K - $30.7K
11.2K $628M
ACWI
Ishares Msci Acwi ETF

ETFs
-622
- 10.85%
$115.16 - $124.13 $71.6K - $77.2K
5.11K $595M
HYG
Ishares Tr

ETFs
-1.04K
- 6.88%
$78.51 - $80.11 $82K - $83.6K
14.1K $1.12B
NEE
Nextera Energy Inc

Utilities
-871
- 5.25%
$66.96 - $76.16 $58.3K - $66.3K
15.7K $1.11B
UNH
Unitedhealth Group Inc

Healthcare
-194
- 11.52%
$461.52 - $548.18 $89.5K - $106K
1.49K $780M
GOOGL
Alphabet Inc.

Communication Services
-57
- 3.51%
$154.33 - $206.19 $8.8K - $11.8K
1.57K $242M
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.49K
- 14.72%
$38.53 - $40.49 $57.3K - $60.2K
8.61K $334M
MGV
Vanguard Mega Cap Value

ETFs
-612
- 15.48%
$123.61 - $133.01 $75.6K - $81.4K
3.34K $431M
Innovator Etfs Trust
-2.01K
- 14.61%
N/A
11.8K $292M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.14K
- 8.38%
$56.63 - $59.39 $64.6K - $67.8K
12.5K $718M
VGSH
Vanguard

ETFs
-1.33K
- 4.05%
$58.07 - $58.69 $77.2K - $78.1K
31.5K $1.85B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-263
- 4.77%
$169.43 - $182.84 $44.6K - $48.1K
5.25K $910M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.2K
- 1.55%
$126.11 - $135.06 $151K - $162K
76.3K $9.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.71K
- 5.41%
$27.01 - $28.54 $73.3K - $77.5K
47.5K $1.33B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-996
- 5.58%
$29.34 - $31.31 $29.2K - $31.2K
16.8K $500M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.85K
- 13.2%
$20.05 - $20.4 $37.2K - $37.8K
12.2K $248M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-369
- 1.65%
$50.17 - $51.45 $18.5K - $19K
21.9K $1.11B
DIS
Walt Disney CO

Communication Services
-46
- 2.19%
$96.87 - $114.0 $4.46K - $5.24K
2.06K $203M
Activity Summary
Buys All Purchases 89 New Holdings 16 Increased Positions 73 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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