Summit Wealth Group LLC / CO New Holdings 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
ADBE
Adobe Inc.

Technology
10.8K
New
$333.65 - $392.1 $3.59M - $4.22M
10.8K $5.49B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
72.5K
New
N/A
72.5K $3.64B
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
FLJH
Franklin Templeton ETF Tr

ETFs
92.5K
New
$31.84 - $36.7 $2.95M - $3.4M
92.5K $2.71B
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
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
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
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
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
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
WST
West Pharmaceutical Services Inc

Healthcare
2.63K
New
$210.08 - $279.1 $552K - $733K
2.63K $985M
STE
Steris PLC

Healthcare
4.49K
New
$221.21 - $252.43 $992K - $1.13M
4.49K $984M
IT
Gartner Inc

Technology
2.86K
New
$225.98 - $406.7 $647K - $1.16M
2.86K $983M
LOW
Lowes Companies Inc

Consumer Cyclical
4.66K
New
$215.01 - $273.02 $1M - $1.27M
4.66K $968M
XLE
Energy Sector Spdr

ETFs
8.7K
New
$84.25 - $91.99 $733K - $800K
8.7K $966M
ENTG
Entegris Inc

Technology
9.56K
New
$72.03 - $95.97 $689K - $917K
9.56K $898M
CPRT
Copart Inc

Consumer Cyclical
20.5K
New
$44.6 - $49.97 $916K - $1.03M
20.5K $885M
PFE
Pfizer Inc

Healthcare
26.5K
New
$23.29 - $25.88 $616K - $685K
26.5K $878M
TDY
Teledyne Technologies Inc

Technology
2.12K
New
$509.51 - $586.04 $1.08M - $1.24M
2.12K $868M
CMCSA
Comcast Corp

Communication Services
19.5K
New
$31.41 - $36.33 $611K - $707K
19.5K $863M
MORN
Morningstar, Inc.

Financial Services
3.68K
New
$231.72 - $311.89 $853K - $1.15M
3.68K $863M
BDX
Becton Dickinson & CO

Healthcare
3.3K
New
$172.41 - $199.66 $568K - $658K
3.3K $852M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
11.8K
New
$93.1 - $110.49 $1.1M - $1.31M
11.8K $844M
GLDM
World Gold Trust

ETFs
22.3K
New
$64.73 - $76.45 $1.44M - $1.71M
22.3K $818M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.59K
New
$95.32 - $123.91 $151K - $196K
1.59K $815M
SAIA
Saia Inc

Industrials
1.89K
New
$281.49 - $333.61 $532K - $631K
1.89K $753M
AAON
Aaon, Inc.

Industrials
13.2K
New
$72.08 - $94.26 $952K - $1.25M
13.2K $751M
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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