Summit Wealth Group, LLC Purchases and Sells in Q4 2024

Summit Wealth Group, LLC

$345 Million
Q4 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	73.3K + 90.63%	$49.79 - $51.14 $3.65M - $3.75M	154K $7.72M
VOO	1.38K + 1.16%	$521.84 - $558.82 $721K - $772K	121K $65M
DFAC	21.7K + 4.06%	$33.92 - $36.6 $737K - $795K	557K $19.3M
MTUM	2.86K + 4.5%	$201.32 - $217.44 $577K - $623K	66.6K $13.8M
VXF	968 + 1.48%	$179.17 - $207.15 $173K - $201K	66.2K $12.6M
GOVT	28.6K + 67.63%	$22.39 - $23.45 $641K - $671K	70.9K $1.63M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	6.44K New	$56.66 - $58.1 $365K - $374K	6.44K $369K
VCEB	5.6K New	$61.87 - $64.86 $347K - $363K	5.6K $347K
USHY	9.35K New	$36.54 - $37.53 $342K - $351K	9.35K $344K
VWOB	4.47K New	N/A	4.47K $282K
VCLT	3.19K New	$74.68 - $81.45 $238K - $259K	3.19K $238K
NOW	218 New	$867.18 - $1148.42 $189K - $250K	218 $231K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EAGG	-21K - 40.5%	$46.33 - $48.6 $971K - $1.02M	30.8K $1.43M
2023 ETF SERIES TRUST	-40.7K - 10.01%	N/A	366K $10.2M
IGIB	-10.2K - 9.37%	$51.33 - $53.74 $522K - $547K	98.3K $5.07M
AGG	-2.76K - 2.68%	$96.64 - $101.23 $266K - $279K	100K $9.7M
BNDX	-5.54K - 1.78%	$48.91 - $50.61 $271K - $280K	305K $15M
AAPL	-4.28K - 16.94%	$221.69 - $259.02 $949K - $1.11M	21K $5.26M

Activity Summary All Purchases 40 New Holdings 6 Increased Positions 34 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.