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
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.32K
New
$72.02 - $73.82 $383K - $392K
5.32K $391M
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.52K
New
N/A
9.52K $388M
Jacobs Solutions Inc
2.94K
New
N/A
2.94K $386M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.6K
New
$49.79 - $50.75 $378K - $386K
7.6K $386M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.09K
New
$45.9 - $47.2 $371K - $382K
8.09K $381M
PLTR
Palantir Technologies Inc.

Technology
2.79K
New
$74.01 - $144.25 $206K - $402K
2.79K $380M
MRK
Merck & Co., Inc.

Healthcare
4.74K
New
$73.47 - $87.12 $348K - $413K
4.74K $379M
CSCO
Cisco Systems, Inc.

Technology
5.42K
New
$53.19 - $69.38 $288K - $376K
5.42K $376M
BA
Boeing CO

Industrials
1.79K
New
$136.59 - $217.51 $244K - $389K
1.79K $375M
WFC
Wells Fargo & Company

Financial Services
4.58K
New
$60.98 - $80.12 $279K - $367K
4.58K $367M
UNP
Union Pacific Corp

Industrials
1.57K
New
$208.27 - $238.46 $327K - $375K
1.57K $362M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.4K
New
$45.98 - $56.15 $294K - $360K
6.4K $360M
FBT
First Trust Nyse Arca Biotechn

ETFs
2.17K
New
$145.67 - $165.99 $315K - $359K
2.17K $349M
Innovator Equity Defined Prt ETF 1 Yr Feb
14.1K
New
N/A
14.1K $344M
FSMD
Fidelity Covington Tr Small Mi

ETFs
8.26K
New
$34.67 - $41.47 $286K - $343K
8.26K $343M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.09K
New
$82.96 - $110.1 $256K - $340K
3.09K $340M
FBCV
Fidelity Covington Tr Blue Chi

ETFs
10.4K
New
$28.94 - $32.74 $300K - $339K
10.4K $339M
DWLD
Davis Fundamental ETF Tr

ETFs
7.88K
New
$33.22 - $41.44 $262K - $327K
7.88K $327M
TXN
Texas Instruments Inc

Technology
1.57K
New
N/A
1.57K $326M
VZ
Verizon Communications Inc

Communication Services
7.42K
New
$41.67 - $45.62 $309K - $338K
7.42K $321M
COF
Capital One Financial Corp

Financial Services
1.51K
New
$150.57 - $212.76 $227K - $320K
1.51K $320M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.35K
New
$85.42 - $94.39 $286K - $316K
3.35K $314M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
7.5K
New
$40.66 - $41.98 $305K - $315K
7.5K $314M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.44K
New
$72.96 - $90.39 $251K - $310K
3.44K $307M
HYD
Vaneck High Yield Muni ETF

ETFs
6.1K
New
$49.08 - $51.35 $299K - $313K
6.1K $306M
RNST
Renasant Corp

Financial Services
8.51K
New
$27.68 - $36.52 $236K - $311K
8.51K $306M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.83K
New
$65.41 - $79.66 $250K - $305K
3.83K $305M
BNDX
Vanguard Total International B

ETFs
6.12K
New
$48.77 - $49.55 $299K - $303K
6.12K $303M
NOC
Northrop Grumman Corp

Industrials
601
New
$456.3 - $540.39 $274K - $325K
601 $300M
MMM
3 M CO

Industrials
1.94K
New
$126.09 - $154.15 $244K - $299K
1.94K $295M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.8K
New
$24.48 - $24.9 $289K - $294K
11.8K $294M
PEP
Pepsico Inc

Consumer Defensive
2.22K
New
$128.02 - $151.37 $284K - $336K
2.22K $294M
DIS
Walt Disney CO

Communication Services
2.34K
New
$81.72 - $124.01 $191K - $290K
2.34K $290M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
8.76K
New
$26.26 - $33.0 $230K - $289K
8.76K $289M
CRM
Salesforce, Inc.

Technology
1.06K
New
$236.26 - $291.15 $249K - $307K
1.06K $288M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.34K
New
$29.0 - $30.68 $271K - $287K
9.34K $287M
PG
Procter & Gamble CO

Consumer Defensive
1.79K
New
$157.66 - $172.39 $281K - $308K
1.79K $284M
PH
Parker Hannifin Corp

Industrials
405
New
$517.23 - $700.54 $209K - $284K
405 $283M
SHOP
Shopify Inc.

Technology
2.41K
New
$76.89 - $115.35 $185K - $278K
2.41K $278M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.29K
New
$45.11 - $52.34 $238K - $277K
5.29K $277M
AMGN
Amgen Inc

Healthcare
983
New
$262.28 - $309.85 $258K - $305K
983 $274M
ITW
Illinois Tool Works Inc

Industrials
1.09K
New
$218.41 - $252.43 $238K - $275K
1.09K $271M
Fidelity Enhanced Small Cap ETF
8.42K
New
N/A
8.42K $269M
IBM
International Business Machines Corp

Technology
908
New
$221.03 - $294.78 $201K - $268K
908 $268M
SBUX
Starbucks Corp

Consumer Cyclical
2.88K
New
$79.69 - $99.41 $230K - $286K
2.88K $264M
GLD
Spdr Gold Trust

ETFs
860
New
$273.71 - $316.29 $235K - $272K
860 $262M
ECL
Ecolab Inc.

Basic Materials
969
New
$225.65 - $270.95 $219K - $263K
969 $262M
ABT
Abbott Laboratories

Healthcare
1.92K
New
$123.95 - $138.08 $238K - $265K
1.92K $261M
SHW
Sherwin Williams CO

Basic Materials
756
New
$313.51 - $363.51 $237K - $275K
756 $260M
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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