Summit Wealth Group LLC / CO Incresed Positions in Q3 2025

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
V
Visa Inc.

Financial Services
12.6K
+ 726.63%
$332.09 - $358.86 $4.19M - $4.52M
14.3K $3.3B
NOW
Service Now, Inc.

Technology
5.55K
+ 463.14%
$850.86 - $1044.69 $4.72M - $5.8M
6.75K $3.77B
ABT
Abbott Laboratories

Healthcare
21.6K
+ 1124.67%
$120.51 - $136.62 $2.6M - $2.95M
23.5K $2.27B
HON
Honeywell International Inc

Industrials
4.57K
+ 206.14%
$207.7 - $240.4 $949K - $1.1M
6.78K $2.05B
PG
Procter & Gamble CO

Consumer Defensive
9.25K
+ 518.26%
$150.47 - $161.22 $1.39M - $1.49M
11K $1.61B
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
ABBV
Abb Vie Inc.

Healthcare
7.23K
+ 597.36%
$184.85 - $231.54 $1.34M - $1.67M
8.45K $1.26B
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
VZ
Verizon Communications Inc

Communication Services
29.8K
+ 402.25%
$40.84 - $45.06 $1.22M - $1.34M
37.3K $1.21B
WFC
Wells Fargo & Company

Financial Services
25.9K
+ 565.58%
$77.05 - $85.16 $2M - $2.21M
30.5K $1.25B
JNJ
Johnson & Johnson

Healthcare
5.45K
+ 140.38%
$155.17 - $185.42 $845K - $1.01M
9.33K $1.45B
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
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
KO
Coca Cola CO

Consumer Defensive
13.9K
+ 242.86%
$65.67 - $71.67 $910K - $993K
19.6K $1.09B
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
TXN
Texas Instruments Inc

Technology
4.51K
+ 287.21%
N/A
6.08K $967M
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
IBM
International Business Machines Corp

Technology
7.73K
+ 850.99%
$234.77 - $292.47 $1.81M - $2.26M
8.64K $747M
SBUX
Starbucks Corp

Consumer Cyclical
5.01K
+ 173.83%
$81.9 - $96.86 $410K - $485K
7.89K $720M
MCD
Mcdonalds Corp

Consumer Cyclical
1.88K
+ 98.43%
$291.67 - $316.99 $547K - $594K
3.78K $996M
ITW
Illinois Tool Works Inc

Industrials
2.19K
+ 200.83%
$252.31 - $269.41 $552K - $589K
3.28K $682M
LLY
Eli Lilly & CO

Healthcare
943
+ 121.83%
$625.65 - $812.69 $590K - $766K
1.72K $922M
AMAT
Applied Materials Inc

Technology
3.14K
+ 118.3%
$156.25 - $204.95 $490K - $643K
5.79K $801M
ORCL
Oracle Corp

Technology
6.02K
+ 178.62%
$218.96 - $328.33 $1.32M - $1.98M
9.38K $994M
T
At&T Inc.

Communication Services
26.7K
+ 165.46%
$26.94 - $29.62 $719K - $790K
42.8K $643M
ASML
Asml Holding Nv

Technology
126
+ 44.06%
$689.63 - $968.09 $86.9K - $122K
412 $242M
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 26.25%
$293.94 - $444.72 $428K - $648K
7.01K $1.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 7.45%
$617.65 - $666.84 $88.9K - $96K
2.08K $888M
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 64.04%
$695.21 - $791.73 $951K - $1.08M
3.5K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
172
+ 10.02%
$915.95 - $994.57 $158K - $171K
1.89K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 85.95%
$357.4 - $423.42 $824K - $976K
4.99K $346M
AAPL
Apple Inc.

Technology
1.52K
+ 3.05%
$202.38 - $256.87 $308K - $391K
51.4K $8.8B
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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