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
TIP
Ishares Tr Tips Bd ETF

ETFs
228K
New
$109.11 - $111.88 $24.9M - $25.5M
228K $20.6B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
388K
New
$24.11 - $24.94 $9.36M - $9.68M
388K $20.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
290K
New
$50.47 - $50.74 $14.6M - $14.7M
290K $14.5B
PULS
Pgim ETF Tr

ETFs
184K
+ 639.04%
$49.58 - $49.83 $9.1M - $9.15M
212K $10.5B
GOOG
Alphabet Inc.

Communication Services
54.8K
+ 1332.3%
$175.16 - $255.24 $9.6M - $14M
58.9K $7.75B
MSFT
Microsoft Corp

Technology
26.1K
+ 311.78%
$491.09 - $535.64 $12.8M - $14M
34.5K $10.9B
HYD
Vaneck High Yield Muni ETF

ETFs
122K
+ 2005.17%
$48.85 - $50.94 $5.97M - $6.23M
128K $6.3B
ADBE
Adobe Inc.

Technology
10.8K
New
$333.65 - $392.1 $3.59M - $4.22M
10.8K $5.49B
AMZN
Amazon Com Inc

Consumer Cyclical
56K
+ 244.78%
$211.65 - $238.24 $11.8M - $13.3M
78.8K $10B
NFLX
Netflix Inc

Communication Services
13.1K
+ 2722.82%
$1147.87 - $1297.18 $15.1M - $17M
13.6K $5.14B
ACN
Accenture PLC

Technology
10.9K
New
$232.56 - $304.78 $2.54M - $3.33M
10.9K $3.35B
MA
Mastercard Inc

Financial Services
7.95K
New
$550.18 - $598.96 $4.38M - $4.76M
7.95K $3.15B
CSCO
Cisco Systems, Inc.

Technology
55.4K
+ 1022.27%
$66.2 - $71.79 $3.66M - $3.97M
60.8K $3.27B
UNH
Unitedhealth Group Inc

Healthcare
5.1K
+ 398.67%
$237.77 - $353.61 $1.21M - $1.8M
6.38K $3.22B
FLJH
Franklin Templeton ETF Tr

ETFs
92.5K
New
$31.84 - $36.7 $2.95M - $3.4M
92.5K $2.71B
V
Visa Inc.

Financial Services
12.6K
+ 726.63%
$332.09 - $358.86 $4.19M - $4.52M
14.3K $3.3B
NVO
Novo Nordisk A S

Healthcare
29.5K
New
$45.38 - $71.7 $1.34M - $2.11M
29.5K $2.68B
ABNB
Airbnb, Inc.

Consumer Cyclical
18.9K
New
$118.3 - $142.16 $2.24M - $2.69M
18.9K $2.6B
NOW
Service Now, Inc.

Technology
5.55K
+ 463.14%
$850.86 - $1044.69 $4.72M - $5.8M
6.75K $3.77B
CRM
Salesforce, Inc.

Technology
12.5K
+ 1186.64%
$231.66 - $273.65 $2.9M - $3.43M
13.6K $2.75B
PYPL
Pay Pal Holdings, Inc.

Financial Services
36.4K
New
$65.64 - $78.22 $2.39M - $2.85M
36.4K $2.13B
ABT
Abbott Laboratories

Healthcare
21.6K
+ 1124.67%
$120.51 - $136.62 $2.6M - $2.95M
23.5K $2.27B
ADSK
Autodesk, Inc.

Technology
9.69K
New
N/A
9.69K $2B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.38K
New
$567.09 - $607.37 $2.48M - $2.66M
4.38K $2B
MDT
Medtronic PLC

Healthcare
24.3K
New
$87.67 - $95.74 $2.13M - $2.32M
24.3K $1.9B
NKE
Nike, Inc.

Consumer Cyclical
19.4K
New
$69.24 - $79.24 $1.34M - $1.54M
19.4K $1.86B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.66K
New
$404.94 - $499.99 $1.48M - $1.83M
3.66K $1.85B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
38.1K
New
$50.98 - $67.62 $1.94M - $2.58M
38.1K $1.84B
SPSC
Sps Commerce Inc

Technology
9.58K
New
$103.88 - $142.5 $995K - $1.37M
9.58K $1.63B
HON
Honeywell International Inc

Industrials
4.57K
+ 206.14%
$207.7 - $240.4 $949K - $1.1M
6.78K $2.05B
RTX
Raytheon Technologies Corp

Industrials
20.7K
New
$144.19 - $167.33 $2.99M - $3.47M
20.7K $1.49B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
29.9K
New
$48.5 - $50.19 $1.45M - $1.5M
29.9K $1.44B
USFR
Wisdomtree Floating Rate Treas

ETFs
27.2K
New
$50.23 - $50.48 $1.37M - $1.37M
27.2K $1.37B
PG
Procter & Gamble CO

Consumer Defensive
9.25K
+ 518.26%
$150.47 - $161.22 $1.39M - $1.49M
11K $1.61B
QCOM
Qualcomm Inc

Technology
11.9K
New
$145.84 - $173.55 $1.73M - $2.06M
11.9K $1.32B
RUN
Sunrun Inc.

Technology
103K
New
$8.99 - $18.18 $922K - $1.87M
103K $1.29B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
39.9K
New
$42.67 - $46.91 $1.7M - $1.87M
39.9K $1.25B
PM
Philip Morris International Inc.

Consumer Defensive
13.2K
New
$157.77 - $183.27 $2.08M - $2.41M
13.2K $1.22B
UL
Unilever PLC

Consumer Defensive
24K
New
$58.43 - $65.01 $1.4M - $1.56M
24K $1.19B
WDAY
Workday, Inc.

Technology
5.31K
New
$213.69 - $247.69 $1.14M - $1.32M
5.31K $1.14B
FDS
Factset Research Systems Inc

Financial Services
2.55K
New
$283.86 - $450.3 $722K - $1.15M
2.55K $1.11B
IFF
International Flavors & Fragrances Inc

Basic Materials
9.7K
New
$60.3 - $77.46 $585K - $751K
9.7K $1.1B
MRK
Merck & Co., Inc.

Healthcare
9.49K
+ 200.23%
$77.6 - $87.37 $737K - $829K
14.2K $1.47B
AMGN
Amgen Inc

Healthcare
3.97K
+ 404.27%
$271.18 - $309.22 $1.08M - $1.23M
4.96K $1.33B
POOL
Pool Corp

Industrials
2.95K
New
$292.13 - $333.62 $861K - $984K
2.95K $1.05B
ADP
Automatic Data Processing Inc

Industrials
4.32K
New
$288.69 - $310.94 $1.25M - $1.34M
4.32K $1.04B
ABBV
Abb Vie Inc.

Healthcare
7.23K
+ 597.36%
$184.85 - $231.54 $1.34M - $1.67M
8.45K $1.26B
INTC
Intel Corp

Technology
7.36K
New
$19.31 - $35.5 $142K - $261K
7.36K $1.01B
FOXF
Fox Factory Holding Corp

Consumer Cyclical
9.98K
New
$24.29 - $30.41 $242K - $303K
9.98K $989M
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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