Summit Wealth Group, LLC Incresed Positions in Q1 2025

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
68.1K
+ 44.19%
$49.25 - $50.66 $3.35M - $3.45M
222K $11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.6K
+ 8.19%
$39.96 - $43.3 $864K - $936K
286K $11.8M
MUB
Ishares National Muni Bond ETF

ETFs
8.46K
+ 40.2%
$104.71 - $107.69 $886K - $911K
29.5K $3.11M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21.8K
+ 233.38%
$36.63 - $37.45 $799K - $817K
31.2K $1.15M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.11K
+ 215.92%
$66.9 - $71.57 $610K - $652K
13.3K $939K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.65K
+ 3.1%
$58.01 - $64.46 $154K - $171K
88K $5.47M
VHT
Vanguard Health Care ETF

ETFs
244
+ 1.02%
$254.06 - $273.83 $62K - $66.8K
24.2K $6.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.36K
+ 9.36%
$32.57 - $35.82 $207K - $228K
74.3K $2.46M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
722
+ 3.96%
$75.32 - $84.77 $54.4K - $61.2K
18.9K $1.55M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.12K
+ 1.14%
$50.82 - $52.7 $56.9K - $59K
99.5K $5.22M
JPM
Jpmorgan Chase & CO

Financial Services
539
+ 25.74%
$225.19 - $279.95 $121K - $151K
2.63K $646K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
105
+ 0.1%
$42.5 - $46.71 $4.46K - $4.9K
109K $4.92M
XOM
Exxon Mobil Corp

Energy
602
+ 20.57%
$105.44 - $118.93 $63.5K - $71.6K
3.53K $420K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.92K
+ 3.63%
$22.42 - $23.22 $65.4K - $67.7K
83.2K $1.92M
IEMG
Ishares Inc

ETFs
1.55K
+ 30.59%
N/A
6.63K $358K
GE
General Electric CO

Industrials
199
+ 12.94%
$168.59 - $212.13 $33.5K - $42.2K
1.74K $348K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.01K
+ 0.91%
$50.44 - $50.7 $51K - $51.3K
112K $5.69M
ESPR
Esperion Therapeutics, Inc.

Healthcare
136K
+ 86.62%
$1.44 - $2.34 $196K - $318K
293K $422K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
722
+ 2.34%
$45.92 - $47.58 $33.2K - $34.4K
31.5K $1.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
804
+ 0.84%
$22.35 - $24.52 $18K - $19.7K
96K $2.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.69K
+ 3.79%
$22.25 - $23.0 $59.8K - $61.8K
73.6K $1.69M
2023 ETF Series Trust
1
+ 0.0%
N/A
366K $10.3M
CVX
Chevron Corp

Energy
3
+ 0.13%
$146.71 - $167.97 $440 - $504
2.27K $379K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
768
+ 4.92%
$32.74 - $36.2 $25.1K - $27.8K
16.4K $572K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 0.05%
$67.08 - $76.14 $268 - $305
8.18K $603K
WPC
W. P. Carey Inc.

Real Estate
15
+ 0.3%
$53.5 - $65.05 $803 - $976
4.95K $313K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.07K
+ 2.55%
$24.6 - $24.99 $26.3K - $26.7K
42.9K $1.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
164
+ 0.57%
$44.68 - $46.49 $7.33K - $7.62K
29.1K $1.35M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.36%
$142.06 - $167.7 $852 - $1.01K
1.66K $276K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.37%
$461.52 - $548.18 $2.77K - $3.29K
1.65K $862K
IBM
International Business Machines Corp

Technology
13
+ 1.28%
$217.4 - $264.74 $2.83K - $3.44K
1.03K $255K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.57%
$725.72 - $929.72 $1.45K - $1.86K
350 $289K
SHW
Sherwin Williams CO

Basic Materials
15
+ 1.7%
$330.16 - $365.55 $4.95K - $5.48K
895 $313K
COP
Conocophillips

Energy
11
+ 0.54%
$88.6 - $105.85 $975 - $1.16K
2.06K $216K
LANC
Lancaster Colony Corp

Consumer Defensive
13
+ 0.53%
$166.07 - $196.44 $2.16K - $2.55K
2.48K $434K
MRK
Merck & Co., Inc.

Healthcare
360
+ 10.54%
$83.01 - $101.02 $29.9K - $36.4K
3.78K $339K
MLI
Mueller Industries Inc

Industrials
47
+ 1.08%
$76.14 - $82.67 $3.58K - $3.89K
4.42K $336K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.53%
$423.19 - $506.29 $1.27K - $1.52K
571 $255K
MS
Morgan Stanley

Financial Services
12
+ 0.4%
$111.68 - $141.08 $1.34K - $1.69K
3K $349K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
980
+ 3.14%
$37.84 - $44.02 $37.1K - $43.1K
32.2K $1.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
904
+ 2.03%
$120.24 - $134.3 $109K - $121K
45.5K $5.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.25K
+ 4.94%
$58.81 - $68.2 $426K - $494K
154K $9.2M
NVDA
Nvidia Corp

Technology
296
+ 1.26%
$106.98 - $149.43 $31.7K - $44.2K
23.7K $2.57M
VXF
Vanguard Extended Market ETF

ETFs
2.66K
+ 4.01%
$170.36 - $201.04 $452K - $534K
68.8K $11.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
246
+ 0.2%
$507.05 - $563.67 $125K - $139K
121K $62.1M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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