Summit Wealth Group, LLC Reduced Holdings in Q3 2024

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-745K
- 58.2%
$31.05 - $34.29 $23.1M - $25.5M
535K $18.3M
VLUE
Ishares Msci Usa Value Factor

ETFs
-43.7K
- 48.98%
$99.14 - $109.18 $4.33M - $4.77M
45.5K $4.96M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-24K
- 27.38%
$175.46 - $203.3 $4.22M - $4.88M
63.7K $12.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.47K
- 7.61%
$96.25 - $101.98 $815K - $864K
103K $10.4M
IXN
Ishares Global Information Tec

ETFs
-4.36K
- 4.34%
$73.0 - $87.81 $318K - $383K
96.1K $7.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-11.9K
- 9.86%
$50.85 - $53.88 $603K - $639K
109K $5.83M
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.46K
- 15.79%
$56.52 - $63.23 $196K - $219K
18.5K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
-22K
- 7.01%
$47.6 - $53.31 $1.05M - $1.17M
292K $15.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.31K
- 8.31%
$105.92 - $110.83 $139K - $146K
14.5K $1.6M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
-8K
- 34.78%
$7.17 - $10.83 $57.4K - $86.6K
15K $111K
SHV
Ishares Tr

ETFs
-579
- 19.54%
$110.05 - $110.63 $63.7K - $64.1K
2.38K $264K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.31K
- 6.01%
$46.18 - $48.92 $153K - $162K
51.8K $2.52M
CSCO
Cisco Systems, Inc.

Technology
-1.45K
- 25.13%
$44.74 - $53.22 $64.8K - $77.1K
4.32K $230K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.91K
- 4.55%
$24.38 - $25.2 $70.8K - $73.2K
60.9K $1.53M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-727
- 4.98%
$76.38 - $78.87 $55.5K - $57.3K
13.9K $1.09M
MUB
Ishares National Muni Bond ETF

ETFs
-591
- 2.73%
$106.13 - $108.7 $62.7K - $64.2K
21K $2.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-328
- 5.33%
$74.26 - $78.84 $24.4K - $25.9K
5.82K $456K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-297
- 4.95%
$45.2 - $47.87 $13.4K - $14.2K
5.7K $271K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-194
- 3.69%
$69.16 - $76.64 $13.4K - $14.9K
5.06K $381K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-730
- 2.32%
$44.9 - $47.55 $32.8K - $34.7K
30.8K $1.45M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.25K
- 3.03%
$49.77 - $51.95 $112K - $117K
72K $3.73M
GE
General Electric CO

Industrials
-5
- 0.32%
$156.66 - $189.66 $783 - $948
1.54K $290K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.56%
$294.65 - $384.0 $1.47K - $1.92K
882 $337K
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 0.09%
$255.18 - $283.2 $1.79K - $1.98K
7.56K $2.14M
UNH
Unitedhealth Group Inc

Healthcare
-30
- 1.69%
$488.01 - $604.18 $14.6K - $18.1K
1.75K $1.02M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.72K
- 4.91%
$21.91 - $26.03 $104K - $123K
91.4K $2.34M
VHT
Vanguard Health Care ETF

ETFs
-565
- 2.39%
$261.88 - $288.1 $148K - $163K
23.1K $6.52M
DFAX
Dimensional ETF Tr
-182
- 0.12%
$24.29 - $27.25 $4.42K - $4.96K
146K $3.95M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.03K
- 1.17%
$58.03 - $65.37 $59.8K - $67.3K
86.9K $5.63M
AAPL
Apple Inc.

Technology
-125
- 0.49%
$207.23 - $234.82 $25.9K - $29.4K
25.3K $5.89M
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
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email