Summit Wealth Group, LLC Closed Holding Positions

Summit Wealth Group, LLC

  • $147 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MPC
Marathon Petroleum Corp

Energy
Q1 2022 Filed on May 04, 2022
4,000
$65.66 - $85.5 $263K - $342K
KN
Knowles Corp

Technology
Q3 2021 Filed on Nov 12, 2021
125
$18.44 - $20.29 $2.31K - $2.54K
MVV
Proshares Ultra Midcap400

ETFs
Q3 2021 Filed on Nov 12, 2021
254
N/A
SAA
Proshares Ultra Smallcap600
Q3 2021 Filed on Nov 12, 2021
540
N/A
QGEN
Qiagen N.V.

Healthcare
Q3 2021 Filed on Nov 12, 2021
147
$46.55 - $56.83 $6.84K - $8.35K
SPGI
S&P Global Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
12
$408.95 - $454.05 $4.91K - $5.45K
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
9
$320.04 - $368.58 $2.88K - $3.32K
Sequential Brands Group Inc
Q3 2021 Filed on Nov 12, 2021
1
N/A
Sk Telecom LTD
Q3 2021 Filed on Nov 12, 2021
100
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
11
$164.78 - $196.67 $1.81K - $2.16K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q3 2021 Filed on Nov 12, 2021
40
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 12, 2021
48
N/A
SIVB
Svb Financial Group

Financial Services
Q3 2021 Filed on Nov 12, 2021
1
$534.95 - $674.41 $535 - $674
SYF
Synchrony Financial

Financial Services
Q3 2021 Filed on Nov 12, 2021
150
$44.8 - $51.95 $6.72K - $7.79K
SNX
Td Synnex Corp

Technology
Q3 2021 Filed on Nov 12, 2021
40
$104.1 - $129.33 $4.16K - $5.17K
XLK
Technology Sector Spdr

ETFs
Q3 2021 Filed on Nov 12, 2021
40
N/A
POOL
Pool Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
68
$434.41 - $497.39 $29.5K - $33.8K
LIN
Linde PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
204
$284.67 - $315.64 $58.1K - $64.4K
LTHM
Livent Corp.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
6
$17.21 - $25.84 $103 - $155
LITE
Lumentum Holdings Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
30
$78.38 - $89.03 $2.35K - $2.67K
MTCH
Match Group, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
129
$130.97 - $165.86 $16.9K - $21.4K
MCK
Mckesson Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
3
$188.42 - $208.66 $565 - $626
MDT
Medtronic PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
123
$122.75 - $135.17 $15.1K - $16.6K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
104
$169.43 - $196.28 $17.6K - $20.4K
MKSI
Mks Instruments Inc

Technology
Q3 2021 Filed on Nov 12, 2021
28
$140.42 - $170.77 $3.93K - $4.78K
NTAP
Net App, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
8
$77.13 - $93.86 $617 - $751
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
23
$510.72 - $610.34 $11.7K - $14K
NWSA
News Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
19
$21.86 - $26.14 $415 - $497
NI
Nisource Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
160
$23.84 - $25.75 $3.81K - $4.12K
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Nov 12, 2021
26
$81.78 - $95.14 $2.13K - $2.47K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
26
$575.38 - $626.33 $15K - $16.3K
TTEK
Tetra Tech Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
64
$121.48 - $153.26 $7.77K - $9.81K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
20
$67.81 - $87.53 $1.36K - $1.75K
ET
Energy Transfer LP

Energy
Q3 2021 Filed on Nov 12, 2021
9,382
$8.73 - $10.71 $81.9K - $100K
IAC
Iac/Inter Active Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
60
$124.28 - $153.83 $7.46K - $9.23K
MTB
M&T Bank Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
9
$128.99 - $152.99 $1.16K - $1.38K
MPLX
Mplx LP

Energy
Q3 2021 Filed on Nov 12, 2021
1,111
$26.2 - $30.03 $29.1K - $33.4K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Nov 12, 2021
127
$28.63 - $35.64 $3.64K - $4.53K
TRGP
Targa Resources Corp.

Energy
Q3 2021 Filed on Nov 12, 2021
575
$40.04 - $49.5 $23K - $28.5K
TRP
Tc Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
35
$45.72 - $50.43 $1.6K - $1.77K
VTR
Ventas, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
45
$54.23 - $60.4 $2.44K - $2.72K
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
97
$29.37 - $51.67 $2.85K - $5.01K
XEL
Xcel Energy Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
30
$61.42 - $70.61 $1.84K - $2.12K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
15
$136.35 - $158.76 $2.05K - $2.38K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q3 2021 Filed on Nov 12, 2021
146
$50.52 - $50.94 $7.38K - $7.44K
HYGV
Flexshares Tr High Yield Value

ETFs
Q3 2021 Filed on Nov 12, 2021
16
N/A
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q3 2021 Filed on Nov 12, 2021
66
$32.91 - $33.84 $2.17K - $2.23K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Nov 12, 2021
52
$37.31 - $40.69 $1.94K - $2.12K
LNG
Cheniere Energy, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
31
$80.83 - $97.67 $2.51K - $3.03K
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