Summa Corp. Purchases in Q2 2025

Summa Corp.

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
11K
+ 1383.33%
$320.42 - $424.58 $3.54M - $4.69M
11.8K $5.03B
AMZN
Amazon Com Inc

Consumer Cyclical
13.7K
+ 168.74%
$167.32 - $223.3 $2.29M - $3.06M
21.8K $4.78B
IWD
Ishares Russell 1000 Val ETF

ETFs
13.4K
New
$166.82 - $194.23 $2.23M - $2.6M
13.4K $2.6B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
48.3K
New
$38.18 - $45.52 $1.84M - $2.2M
48.3K $2.11B
AAPL
Apple Inc.

Technology
6.37K
+ 61.98%
$172.42 - $223.89 $1.1M - $1.43M
16.7K $3.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
New
$496.48 - $617.85 $899K - $1.12M
1.81K $1.12B
OPRT
Oportun Financial Corp

Financial Services
3K
+ 0.53%
$4.11 - $7.45 $12.3K - $22.4K
565K $4.05B
GOOGL
Alphabet Inc.

Communication Services
4.06K
+ 55.72%
$144.7 - $178.6 $587K - $724K
11.3K $2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.31K
+ 226.96%
$416.06 - $551.64 $543K - $720K
1.88K $1.04B
EWG
Ishares Msci Germany ETF

ETFs
12.8K
+ 100.08%
$33.22 - $42.57 $426K - $546K
25.7K $1.09B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.29K
New
$299.15 - $396.54 $385K - $510K
1.29K $510M
CRM
Salesforce, Inc.

Technology
1.78K
New
$236.26 - $291.15 $421K - $518K
1.78K $485M
ABBV
Abb Vie Inc.

Healthcare
2.5K
New
$170.16 - $206.27 $425K - $516K
2.5K $464M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.84K
New
$91.43 - $91.74 $443K - $444K
4.84K $444M
AVGO
Broadcom Inc.

Technology
1.5K
New
$146.29 - $275.65 $220K - $414K
1.5K $414M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 57.9%
$146.58 - $180.01 $254K - $311K
4.72K $837M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.24K
New
$224.16 - $285.86 $279K - $355K
1.24K $355M
IVV
Ishares Core S&P 500 ETF

ETFs
555
New
$498.8 - $620.9 $277K - $345K
555 $345M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
600
New
$468.22 - $566.51 $281K - $340K
600 $340M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
30.5K
New
$10.78 - $11.57 $328K - $352K
30.5K $337M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.69K
+ 61.5%
$82.21 - $83.12 $303K - $307K
9.69K $803M
SOXX
Ishares Semiconductor ETF

ETFs
1.25K
New
$154.86 - $239.07 $194K - $299K
1.25K $298M
VGT
Vanguard Information Technolog

ETFs
445
New
$470.37 - $663.28 $209K - $295K
445 $295M
HON
Honeywell International Inc

Industrials
1.21K
New
$182.86 - $232.88 $221K - $282K
1.21K $282M
NOW
Service Now, Inc.

Technology
256
New
$721.65 - $1040.18 $185K - $266K
256 $263M
AXP
American Express CO

Financial Services
810
New
$231.39 - $318.98 $187K - $258K
810 $258M
DE
Deere & CO

Industrials
490
New
$412.99 - $531.48 $202K - $260K
490 $249M
NFLX
Netflix Inc

Communication Services
186
New
$855.86 - $1339.13 $159K - $249K
186 $249M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3K
+ 46.15%
$77.94 - $79.5 $234K - $239K
9.5K $755M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
3.35K
New
$51.52 - $67.38 $173K - $226K
3.35K $226M
QTEC
First Trust Nasdaq 100 Technol

ETFs
962
New
$149.56 - $212.83 $144K - $205K
962 $205M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.2K
New
$47.89 - $48.65 $201K - $204K
4.2K $204M
MELI
Mercadolibre Inc

Consumer Cyclical
78
New
$1794.73 - $2613.63 $140K - $204K
78 $204M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.53K
New
$105.69 - $140.64 $162K - $215K
1.53K $203M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.42K
+ 22.34%
$116.93 - $119.39 $166K - $170K
7.79K $928M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.44K
+ 27.38%
$100.04 - $100.54 $144K - $145K
6.7K $674M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.02%
$60.98 - $80.12 $122 - $160
9.03K $723M
ADBE
Adobe Inc.

Technology
175
+ 10.14%
$340.0 - $420.68 $59.5K - $73.6K
1.9K $735M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 3.95%
$908.13 - $1056.85 $17.3K - $20.1K
500 $495M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
150
+ 2.17%
$96.84 - $99.46 $14.5K - $14.9K
7.05K $699M
SHV
Ishares Tr

ETFs
902
+ 30.07%
$110.06 - $110.46 $99.3K - $99.6K
3.9K $323M
MRK
Merck & Co., Inc.

Healthcare
480
+ 9.84%
$73.47 - $87.12 $35.3K - $41.8K
5.36K $424M
XOM
Exxon Mobil Corp

Energy
500
+ 7.69%
$99.93 - $119.04 $50K - $59.5K
7K $755M
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.13%
$157.66 - $172.39 $631 - $690
3.12K $498M
Activity Summary
Buys All Purchases 45 New Holdings 24 Increased Positions 21 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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