Summit Wealth Group LLC / CO Purchases in Q3 2025

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
2.63K
New
$210.08 - $279.1 $552K - $733K
2.63K $985M
STE
Steris PLC

Healthcare
4.49K
New
$221.21 - $252.43 $992K - $1.13M
4.49K $984M
IT
Gartner Inc

Technology
2.86K
New
$225.98 - $406.7 $647K - $1.16M
2.86K $983M
LOW
Lowes Companies Inc

Consumer Cyclical
4.66K
New
$215.01 - $273.02 $1M - $1.27M
4.66K $968M
XLE
Energy Sector Spdr

ETFs
8.7K
New
$84.25 - $91.99 $733K - $800K
8.7K $966M
XOM
Exxon Mobil Corp

Energy
7.31K
+ 90.52%
$105.83 - $117.22 $774K - $857K
15.4K $1.81B
JPM
Jpmorgan Chase & CO

Financial Services
9.24K
+ 327.07%
$282.78 - $316.06 $2.61M - $2.92M
12.1K $1.75B
ENTG
Entegris Inc

Technology
9.56K
New
$72.03 - $95.97 $689K - $917K
9.56K $898M
VZ
Verizon Communications Inc

Communication Services
29.8K
+ 402.25%
$40.84 - $45.06 $1.22M - $1.34M
37.3K $1.21B
CPRT
Copart Inc

Consumer Cyclical
20.5K
New
$44.6 - $49.97 $916K - $1.03M
20.5K $885M
PFE
Pfizer Inc

Healthcare
26.5K
New
$23.29 - $25.88 $616K - $685K
26.5K $878M
TDY
Teledyne Technologies Inc

Technology
2.12K
New
$509.51 - $586.04 $1.08M - $1.24M
2.12K $868M
CMCSA
Comcast Corp

Communication Services
19.5K
New
$31.41 - $36.33 $611K - $707K
19.5K $863M
MORN
Morningstar, Inc.

Financial Services
3.68K
New
$231.72 - $311.89 $853K - $1.15M
3.68K $863M
JNJ
Johnson & Johnson

Healthcare
5.45K
+ 140.38%
$155.17 - $185.42 $845K - $1.01M
9.33K $1.45B
BDX
Becton Dickinson & CO

Healthcare
3.3K
New
$172.41 - $199.66 $568K - $658K
3.3K $852M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
11.8K
New
$93.1 - $110.49 $1.1M - $1.31M
11.8K $844M
GLDM
World Gold Trust

ETFs
22.3K
New
$64.73 - $76.45 $1.44M - $1.71M
22.3K $818M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.59K
New
$95.32 - $123.91 $151K - $196K
1.59K $815M
CVX
Chevron Corp

Energy
4.25K
+ 148.86%
$145.57 - $161.83 $619K - $688K
7.11K $1.2B
ZTS
Zoetis Inc.

Healthcare
4.14K
+ 132.43%
$141.13 - $159.19 $584K - $659K
7.26K $1.26B
SAIA
Saia Inc

Industrials
1.89K
New
$281.49 - $333.61 $532K - $631K
1.89K $753M
AAON
Aaon, Inc.

Industrials
13.2K
New
$72.08 - $94.26 $952K - $1.25M
13.2K $751M
EME
Emcor Group, Inc.

Industrials
3.53K
New
$530.88 - $655.83 $1.87M - $2.31M
3.53K $742M
CHX
Champion X Corp

Energy
20.5K
New
$25.63 - $27.38 $526K - $562K
20.5K $731M
CHH
Choice Hotels International Inc

Consumer Cyclical
5.96K
New
$106.91 - $135.29 $637K - $806K
5.96K $730M
DIS
Walt Disney CO

Communication Services
10.2K
+ 436.69%
$112.25 - $124.0 $1.15M - $1.27M
12.6K $1.02B
BAC
Bank Of America Corp

Financial Services
29.4K
+ 679.84%
$44.92 - $52.42 $1.32M - $1.54M
33.7K $923M
Frontline PLC
38.2K
New
N/A
38.2K $717M
QLYS
Qualys, Inc.

Technology
4.67K
New
$127.89 - $150.07 $597K - $701K
4.67K $712M
AVY
Avery Dennison Corp

Industrials
3.88K
New
$158.71 - $184.63 $615K - $715K
3.88K $708M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
46.9K
New
$11.84 - $13.45 $555K - $630K
46.9K $703M
KO
Coca Cola CO

Consumer Defensive
13.9K
+ 242.86%
$65.67 - $71.67 $910K - $993K
19.6K $1.09B
COP
Conocophillips

Energy
5.74K
New
$91.0 - $98.99 $522K - $568K
5.74K $688M
BKNG
Booking Holdings Inc.

Consumer Cyclical
221
New
$5364.25 - $5815.92 $1.19M - $1.29M
221 $682M
WSO
Watsco Inc

Industrials
1.77K
New
$381.94 - $489.97 $676K - $868K
1.77K $669M
OC
Owens Corning

Industrials
4.85K
New
$136.56 - $157.69 $663K - $765K
4.85K $662M
PAYC
Paycom Software, Inc.

Technology
2.52K
New
$208.14 - $238.8 $524K - $601K
2.52K $652M
SFBS
Servis First Bancshares, Inc.

Financial Services
12.5K
New
$76.69 - $89.24 $956K - $1.11M
12.5K $651M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.07K
+ 97.59%
$459.11 - $506.91 $1.41M - $1.56M
6.22K $2.18B
BILL
Bill.Com Holdings, Inc.

Technology
5.91K
New
$39.02 - $54.53 $231K - $322K
5.91K $642M
TXN
Texas Instruments Inc

Technology
4.51K
+ 287.21%
N/A
6.08K $967M
NCNO
N Cino, Inc.

Technology
20.1K
New
$26.19 - $32.69 $526K - $656K
20.1K $638M
INTU
Intuit Inc

Technology
1.25K
New
$646.03 - $807.39 $806K - $1.01M
1.25K $637M
MPC
Marathon Petroleum Corp

Energy
4.18K
New
$158.59 - $198.69 $663K - $830K
4.18K $632M
MPWR
Monolithic Power Systems Inc

Technology
1.37K
New
$711.24 - $922.81 $972K - $1.26M
1.37K $631M
GD
General Dynamics Corp

Industrials
3.32K
+ 191.74%
$293.92 - $341.0 $976K - $1.13M
5.05K $1.12B
PEP
Pepsico Inc

Consumer Defensive
3.1K
+ 139.42%
$133.81 - $152.16 $415K - $471K
5.32K $901M
GILD
Gilead Sciences, Inc.

Healthcare
7.99K
New
$108.22 - $120.47 $864K - $962K
7.99K $598M
Activity Summary
Buys All Purchases 236 New Holdings 190 Increased Positions 46 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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