Summit Wealth Group, LLC Purchases and Sells in Q1 2025

Summit Wealth Group, LLC

$342 Million
Q1 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	68.1K + 44.19%	$49.25 - $50.66 $3.35M - $3.45M	222K $11M
DFUV	21.6K + 8.19%	$39.96 - $43.3 $864K - $936K	286K $11.8M
MUB	8.46K + 40.2%	$104.71 - $107.69 $886K - $911K	29.5K $3.11M
USHY	21.8K + 233.38%	$36.63 - $37.45 $799K - $817K	31.2K $1.15M
BLV	9.11K + 215.92%	$66.9 - $71.57 $610K - $652K	13.3K $939K
VXUS	2.65K + 3.1%	$58.01 - $64.46 $154K - $171K	88K $5.47M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.35K New	$554.06 - $615.85 $749K - $832K	1.35K $759K
DFSV	17.9K New	$27.56 - $32.1 $494K - $576K	17.9K $505K
DFIC	14.9K New	$25.54 - $28.79 $380K - $428K	14.9K $413K
DFSB	4.78K New	N/A	4.78K $246K
DFNM	5.06K New	$47.35 - $48.24 $240K - $244K	5.06K $241K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-51.7K - 9.29%	$32.42 - $36.13 $1.68M - $1.87M	505K $16.7M
BND	-23.9K - 4.96%	$71.17 - $73.66 $1.7M - $1.76M	459K $33.7M
IXN	-1.46K - 1.5%	$75.73 - $88.4 $111K - $129K	95.8K $7.26M
AAPL	-665 - 3.17%	$209.68 - $247.1 $139K - $164K	20.3K $4.52M
BNDX	-11.9K - 3.91%	$48.33 - $49.5 $575K - $589K	293K $14.3M
VLUE	-5.07K - 10.72%	$104.89 - $113.56 $531K - $575K	42.2K $4.5M

Activity Summary All Purchases 51 New Holdings 5 Increased Positions 46 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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