Summit Wealth Group, LLC Incresed Positions in Q3 2024

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
233K
+ 1041.13%
$38.51 - $41.69 $8.98M - $9.72M
255K $10.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
130K
+ 1232.5%
$59.25 - $65.33 $7.73M - $8.52M
141K $9.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.87K
+ 7.07%
$475.2 - $527.7 $3.74M - $4.15M
119K $62.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.5K
+ 11.97%
$71.45 - $75.64 $3.68M - $3.9M
482K $36.2M
VXF
Vanguard Extended Market ETF

ETFs
16.9K
+ 34.92%
$163.98 - $182.92 $2.77M - $3.09M
65.2K $11.9M
BNDX
Vanguard Total International B

ETFs
27.4K
+ 9.67%
$48.42 - $50.35 $1.32M - $1.38M
310K $15.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.4K
+ 23.62%
$49.93 - $51.15 $771K - $790K
80.8K $4.13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.7K
+ 9.79%
$51.58 - $53.79 $605K - $630K
131K $7.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.52K
+ 11.49%
$89.91 - $101.33 $407K - $458K
43.9K $4.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.87K
+ 5.99%
$41.9 - $48.26 $246K - $283K
104K $4.97M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
710
+ 1.61%
$113.45 - $126.18 $80.5K - $89.6K
44.8K $5.65M
2023 ETF Series Trust
290
+ 0.07%
N/A
407K $11.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.6K
+ 2.71%
$22.51 - $23.92 $58.5K - $62.2K
98.5K $2.34M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
740
+ 4.39%
$75.63 - $84.89 $56K - $62.8K
17.6K $1.48M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.28K
+ 4.36%
$38.03 - $42.06 $48.7K - $53.8K
30.6K $1.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.39K
+ 8.71%
$22.38 - $23.66 $75.8K - $80.2K
42.3K $992K
AXON
Axon Enterprise, Inc.

Industrials
6
+ 0.6%
$286.16 - $399.6 $1.72K - $2.4K
1.01K $402K
MBB
Ishares Tr

ETFs
483
+ 6.27%
$90.85 - $96.66 $43.9K - $46.7K
8.19K $784K
MLI
Mueller Industries Inc

Industrials
11
+ 0.25%
$55.73 - $74.1 $613 - $815
4.36K $323K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
474
+ 3.23%
$32.04 - $37.11 $15.2K - $17.6K
15.1K $552K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.41%
$145.48 - $167.38 $1.02K - $1.17K
1.7K $275K
AVGO
Broadcom Inc.

Technology
1.66K
+ 900.0%
$136.27 - $1745.86 $226K - $2.89M
1.84K $317K
EMB
Ishares Tr

ETFs
57
+ 2.01%
$87.75 - $93.74 $5K - $5.34K
2.9K $271K
HYG
Ishares Tr

ETFs
28
+ 0.69%
$76.72 - $80.36 $2.15K - $2.25K
4.06K $326K
CVX
Chevron Corp

Energy
16
+ 0.7%
$137.88 - $161.97 $2.21K - $2.59K
2.29K $338K
LANC
Lancaster Colony Corp

Consumer Defensive
12
+ 0.49%
$167.65 - $198.49 $2.01K - $2.38K
2.45K $433K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.09%
$111.15 - $128.97 $333 - $387
3.47K $394K
MSFT
Microsoft Corp

Technology
5
+ 0.08%
$395.15 - $467.56 $1.98K - $2.34K
6.55K $2.82M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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