Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

Summit Wealth Partners, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $519 Billion distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $26.3B, Brown & Brown, Inc. with a value of $24.5B, Ishares Core U.S. Aggregate Bo with a value of $23.6B, Ishares Russell 1000 Gr ETF with a value of $20.5B, and Ishares Msci Usa Min Vol Facto with a value of $20.1B.

Examining the 13F form we can see an increase of $37.6B in the current position value, from $482B to 519B.

Summit Wealth Partners, LLC is based out at Orlando, FL

Below you can find more details about Summit Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $519 Billion
ETFs: $442 Billion
Financial Services: $26.9 Billion
Technology: $12 Billion
Healthcare: $5.99 Billion
Industrials: $3.16 Billion
Consumer Cyclical: $2.51 Billion
Consumer Defensive: $2.38 Billion
Communication Services: $2.03 Billion
Other: $3.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.25B
$856 Million 0.16% of portfolio
8,805
Q3 2020 Added 24.88%
$4.26B
$67 Million 0.01% of portfolio
10,263
Q2 2021 New

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $519 Billion
  • Prior Value $482 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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