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
EME
Emcor Group, Inc.

Industrials
3.53K
New
$530.88 - $655.83 $1.87M - $2.31M
3.53K $742M
CHX
Champion X Corp

Energy
20.5K
New
$25.63 - $27.38 $526K - $562K
20.5K $731M
CHH
Choice Hotels International Inc

Consumer Cyclical
5.96K
New
$106.91 - $135.29 $637K - $806K
5.96K $730M
Frontline PLC
38.2K
New
N/A
38.2K $717M
QLYS
Qualys, Inc.

Technology
4.67K
New
$127.89 - $150.07 $597K - $701K
4.67K $712M
AVY
Avery Dennison Corp

Industrials
3.88K
New
$158.71 - $184.63 $615K - $715K
3.88K $708M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
46.9K
New
$11.84 - $13.45 $555K - $630K
46.9K $703M
COP
Conocophillips

Energy
5.74K
New
$91.0 - $98.99 $522K - $568K
5.74K $688M
BKNG
Booking Holdings Inc.

Consumer Cyclical
221
New
$5364.25 - $5815.92 $1.19M - $1.29M
221 $682M
WSO
Watsco Inc

Industrials
1.77K
New
$381.94 - $489.97 $676K - $868K
1.77K $669M
PAYC
Paycom Software, Inc.

Technology
2.52K
New
$208.14 - $238.8 $524K - $601K
2.52K $652M
SFBS
Servis First Bancshares, Inc.

Financial Services
12.5K
New
$76.69 - $89.24 $956K - $1.11M
12.5K $651M
BILL
Bill.Com Holdings, Inc.

Technology
5.91K
New
$39.02 - $54.53 $231K - $322K
5.91K $642M
NCNO
N Cino, Inc.

Technology
20.1K
New
$26.19 - $32.69 $526K - $656K
20.1K $638M
INTU
Intuit Inc

Technology
1.25K
New
$646.03 - $807.39 $806K - $1.01M
1.25K $637M
MPC
Marathon Petroleum Corp

Energy
4.18K
New
$158.59 - $198.69 $663K - $830K
4.18K $632M
MPWR
Monolithic Power Systems Inc

Technology
1.37K
New
$711.24 - $922.81 $972K - $1.26M
1.37K $631M
GILD
Gilead Sciences, Inc.

Healthcare
7.99K
New
$108.22 - $120.47 $864K - $962K
7.99K $598M
RSG
Republic Services, Inc.

Industrials
4.18K
New
$225.33 - $246.01 $942K - $1.03M
4.18K $596M
MS
Morgan Stanley

Financial Services
7.2K
New
$139.09 - $161.16 $1M - $1.16M
7.2K $588M
BMY
Bristol Myers Squibb CO

Healthcare
9.86K
New
$43.31 - $48.98 $427K - $483K
9.86K $572M
BIIB
Biogen Inc.

Healthcare
2.15K
New
$122.68 - $148.84 $263K - $319K
2.15K $552M
ATEC
Alphatec Holdings, Inc.

Healthcare
40K
New
$10.31 - $16.55 $412K - $662K
40K $519M
DAL
Delta Air Lines, Inc.

Industrials
13.8K
New
$49.0 - $61.97 $674K - $853K
13.8K $509M
PLD
Prologis, Inc.

Real Estate
4.52K
New
$104.08 - $115.35 $471K - $522K
4.52K $508M
SNA
Snap On Inc

Industrials
1.97K
New
$313.01 - $346.53 $617K - $683K
1.97K $503M
PCG
Pg&E Corp

Utilities
30.9K
New
$13.0 - $15.73 $401K - $486K
30.9K $498M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5.68K
New
$96.73 - $137.09 $550K - $779K
5.68K $489M
C
Citigroup Inc

Financial Services
11.8K
New
$85.57 - $103.49 $1.01M - $1.22M
11.8K $484M
MET
Metlife Inc

Financial Services
7.68K
New
$73.82 - $82.37 $567K - $633K
7.68K $483M
CVS
Cvs Health Corp

Healthcare
6.84K
New
$58.75 - $76.5 $402K - $523K
6.84K $478M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.68K
New
$265.78 - $299.3 $447K - $503K
1.68K $476M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.3K
New
$99.92 - $146.67 $429K - $630K
4.3K $472M
LUV
Southwest Airlines CO

Industrials
17.3K
New
$29.06 - $37.7 $503K - $652K
17.3K $468M
SONY
Sony Group Corp

Technology
5.66K
New
$23.92 - $30.07 $135K - $170K
5.66K $467M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.26K
New
$184.73 - $220.27 $602K - $717K
3.26K $466M
HLN
Haleon PLC

Healthcare
6.23K
New
$8.72 - $10.35 $54.4K - $64.5K
6.23K $465M
FIX
Comfort Systems Usa Inc

Industrials
2.72K
New
$521.66 - $825.18 $1.42M - $2.25M
2.72K $464M
Crane Company
5.13K
New
N/A
5.13K $456M
DG
Dollar General Corp

Consumer Defensive
4.28K
New
$101.86 - $116.32 $436K - $498K
4.28K $453M
CI
Cigna Corp

Healthcare
1.52K
New
$262.23 - $334.39 $398K - $508K
1.52K $435M
NVT
N Vent Electric PLC

Industrials
8.1K
New
$72.16 - $100.25 $585K - $812K
8.1K $429M
SHEL
Shell PLC

Energy
6.67K
New
$69.82 - $73.93 $465K - $493K
6.67K $429M
FE
Firstenergy Corp

Utilities
12.5K
New
$39.76 - $45.82 $499K - $575K
12.5K $429M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.86K
New
$220.33 - $265.97 $409K - $494K
1.86K $427M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.87K
New
$97.53 - $115.95 $377K - $449K
3.87K $423M
TTWO
Take Two Interactive Software Inc

Communication Services
2.99K
New
$217.37 - $259.96 $650K - $777K
2.99K $419M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
5.37K
New
$123.13 - $140.8 $662K - $757K
5.37K $415M
MEDP
Medpace Holdings, Inc.

Healthcare
1.63K
New
$308.88 - $514.16 $503K - $838K
1.63K $394M
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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