Summit Wealth Group LLC / CO Purchases in Q2 2025

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
17.1K
New
$48.5 - $49.35 $827K - $842K
17.1K $840M
JPM
Jpmorgan Chase & CO

Financial Services
2.83K
New
$210.28 - $289.91 $594K - $819K
2.83K $819M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.3K
New
$61.79 - $76.67 $633K - $786K
10.3K $779M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.7K
New
$56.84 - $65.5 $664K - $766K
11.7K $766M
DIHP
Dimensional ETF Tr Dimensional

ETFs
25.6K
New
$24.32 - $29.74 $623K - $761K
25.6K $755M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
25.4K
New
$28.49 - $33.82 $724K - $859K
25.4K $754M
ORCL
Oracle Corp

Technology
3.37K
New
$122.82 - $218.63 $414K - $736K
3.37K $736M
GOOG
Alphabet Inc.

Communication Services
4.12K
New
$146.58 - $180.01 $603K - $741K
4.12K $730M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17.1K
New
$36.25 - $42.28 $619K - $722K
17.1K $722M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.98K
New
$272.36 - $339.57 $538K - $671K
1.98K $671M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.4K
New
$22.27 - $29.21 $498K - $653K
22.4K $653M
NFLX
Netflix Inc

Communication Services
482
New
$855.86 - $1339.13 $413K - $645K
482 $645M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.64K
New
$70.7 - $82.14 $540K - $627K
7.64K $627M
V
Visa Inc.

Financial Services
1.74K
New
$308.27 - $373.31 $535K - $648K
1.74K $616M
CGGO
Capital Group Global Growth Eq

ETFs
19K
New
$25.31 - $32.17 $481K - $611K
19K $612M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.19K
New
$321.63 - $509.31 $383K - $607K
1.19K $607M
LLY
Eli Lilly & CO

Healthcare
774
New
$713.71 - $898.95 $552K - $696K
774 $603M
PWR
Quanta Services, Inc.

Industrials
1.59K
New
$239.47 - $381.26 $380K - $604K
1.59K $599M
JNJ
Johnson & Johnson

Healthcare
3.88K
New
$146.36 - $159.82 $568K - $620K
3.88K $593M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.21K
New
$104.23 - $134.39 $439K - $566K
4.21K $566M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4.49K
New
$110.2 - $126.21 $495K - $567K
4.49K $562M
IHDG
Wisdomtree Tr

ETFs
12.4K
New
$38.54 - $46.0 $479K - $572K
12.4K $560M
CAT
Caterpillar Inc

Industrials
1.44K
New
$273.94 - $388.21 $394K - $559K
1.44K $559M
MCD
Mcdonalds Corp

Consumer Cyclical
1.91K
New
$285.55 - $321.23 $544K - $612K
1.91K $557M
MISL
First Tr Exchange Traded Fd In
14.1K
New
N/A
14.1K $527M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.3K
New
$44.68 - $45.96 $506K - $520K
11.3K $520M
HON
Honeywell International Inc

Industrials
2.22K
New
$182.86 - $232.88 $405K - $516K
2.22K $516M
DE
Deere & CO

Industrials
1K
New
$412.99 - $531.48 $415K - $534K
1K $512M
GD
General Dynamics Corp

Industrials
1.73K
New
$247.68 - $291.66 $429K - $505K
1.73K $505M
FNDX
Schwab Fundamental U S Large C

ETFs
20.5K
New
$20.84 - $24.54 $427K - $503K
20.5K $503M
SO
Southern CO

Utilities
5.4K
New
$84.91 - $92.56 $459K - $500K
5.4K $496M
ZTS
Zoetis Inc.

Healthcare
3.12K
New
$144.41 - $170.3 $451K - $532K
3.12K $487M
AMAT
Applied Materials Inc

Technology
2.65K
New
$126.95 - $183.52 $336K - $486K
2.65K $485M
IWN
Ishares Russell2000 Val ETF

ETFs
3.01K
New
$131.84 - $157.76 $397K - $475K
3.01K $475M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.74K
New
$47.09 - $48.01 $459K - $468K
9.74K $468M
T
At&T Inc.

Communication Services
16.1K
New
$26.33 - $28.94 $425K - $467K
16.1K $467M
PKG
Packaging Corp Of America

Consumer Cyclical
2.44K
New
$175.97 - $201.36 $428K - $490K
2.44K $462M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.66K
New
$55.54 - $69.09 $370K - $460K
6.66K $460M
CGUS
Capital Group Core Equity ETF
12.4K
New
$29.93 - $36.93 $371K - $458K
12.4K $458M
CGGR
Capital Group Growth ETF Shs C

ETFs
11K
New
$30.53 - $40.65 $337K - $448K
11K $448M
INTF
Ishares Tr

ETFs
13.1K
New
$27.6 - $34.51 $360K - $450K
13.1K $447M
XLK
Technology Sector Spdr

ETFs
1.76K
New
$179.73 - $253.23 $316K - $445K
1.76K $445M
LMT
Lockheed Martin Corp

Industrials
931
New
$430.82 - $486.45 $401K - $453K
931 $431M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.89K
New
$141.37 - $228.57 $268K - $433K
1.89K $430M
TPHD
Timothy Plan High Divid Stk Et

ETFs
11.3K
New
$32.99 - $38.01 $373K - $430K
11.3K $427M
CVX
Chevron Corp

Energy
2.86K
New
$133.73 - $168.51 $382K - $481K
2.86K $409M
KO
Coca Cola CO

Consumer Defensive
5.7K
New
$68.37 - $73.9 $390K - $422K
5.7K $406M
UNH
Unitedhealth Group Inc

Healthcare
1.28K
New
$274.35 - $599.47 $351K - $767K
1.28K $399M
AVGO
Broadcom Inc.

Technology
1.42K
New
$146.29 - $275.65 $208K - $392K
1.42K $392M
Activity Summary
Buys All Purchases 236 New Holdings 236 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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