Summit Wealth Partners, LLC Purchases in Q1 2025

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
61.6K
+ 514.83%
N/A
73.6K $3.86B
IVV
Ishares Core S&P 500 ETF

ETFs
4.32K
+ 30.95%
$554.06 - $615.85 $2.39M - $2.66M
18.3K $10.3B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
37.7K
+ 20.52%
$44.72 - $46.25 $1.69M - $1.74M
221K $10.2B
IEFA
Ishares Tr

ETFs
418
+ 0.29%
$69.57 - $78.65 $29.1K - $32.9K
145K $11B
VUG
Vanguard Growth ETF

ETFs
2.6K
+ 52.04%
$369.1 - $427.61 $958K - $1.11M
7.58K $2.81B
AVEM
American Centy ETF Tr Avantis

ETFs
11.6K
+ 25.59%
$57.11 - $62.4 $660K - $721K
56.7K $3.41B
AVLV
American Centy ETF Tr Avantis
12K
+ 39.08%
$63.51 - $70.42 $761K - $844K
42.6K $2.78B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.57K
+ 18.33%
$63.77 - $71.36 $483K - $540K
48.9K $3.37B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.1K
+ 23.46%
$49.69 - $50.76 $652K - $666K
69.1K $3.45B
IEF
Ishares Barclays

ETFs
3.7K
+ 3.7%
$91.17 - $95.39 $337K - $353K
104K $9.88B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.65K
+ 2.65%
$50.82 - $52.7 $338K - $350K
257K $13.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.33K
+ 28.77%
$76.94 - $78.28 $564K - $574K
32.8K $2.57B
J P Morgan Exchange Traded F
10.1K
+ 89.5%
N/A
21.4K $1.28B
Innovator Etfs Trust
23.8K
New
N/A
23.8K $563M
CLOI
Vaneck ETF Tr

ETFs
9.13K
New
$52.68 - $53.16 $481K - $486K
9.13K $483M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.72K
New
$48.31 - $49.23 $470K - $479K
9.72K $478M
OEF
Ishares S&P 100 ETF

ETFs
1.81K
+ 153.74%
N/A
2.98K $808M
MEAR
Blackrock Short Maturity Munic

ETFs
8.35K
+ 94.13%
$49.97 - $50.36 $417K - $421K
17.2K $865M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
20.4K
New
$19.55 - $20.33 $399K - $415K
20.4K $415M
BMAR
Innovator U.S. Equity Buffer E

ETFs
8.35K
New
$44.99 - $47.69 $376K - $398K
8.35K $380M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.54K
New
$81.83 - $82.73 $371K - $375K
4.54K $375M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
967
+ 10.77%
$408.78 - $448.82 $395K - $434K
9.95K $4.18B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.91K
+ 10.72%
$90.0 - $96.32 $352K - $376K
40.3K $3.72B
DGRO
Ishares Core Dividend Growth E

ETFs
5.45K
+ 23.71%
$60.46 - $64.42 $329K - $351K
28.4K $1.76B
Ishares Tr
14.8K
New
N/A
14.8K $343M
XLE
Energy Sector Spdr

ETFs
3.5K
New
$85.7 - $93.96 $300K - $329K
3.5K $327M
DVY
Ishares Tr

ETFs
2.06K
+ 14.93%
$128.58 - $138.1 $265K - $284K
15.9K $2.13B
PMAR
Innovator U.S. Equity Power Bu

ETFs
7.96K
New
$39.51 - $41.0 $315K - $326K
7.96K $318M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.98K
+ 5.01%
$29.06 - $32.62 $116K - $130K
83.3K $2.62B
GLD
Spdr Gold Trust

ETFs
1.01K
New
$243.19 - $288.14 $247K - $292K
1.01K $292M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.17K
+ 8.37%
$551.42 - $612.93 $647K - $720K
15.2K $8.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.49K
+ 7.95%
$45.56 - $47.23 $205K - $212K
61K $2.87B
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.42K
+ 11.66%
$25.1 - $27.85 $136K - $151K
52K $1.4B
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.21%
$117.15 - $158.79 $1.41K - $1.91K
5.71K $906M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.77K
New
$21.77 - $22.25 $213K - $217K
9.77K $217M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.01K
+ 62.73%
$126.86 - $146.45 $255K - $294K
5.21K $662M
SUN
Sunoco LP

Energy
3.72K
New
$51.29 - $59.25 $191K - $220K
3.72K $216M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.65K
New
$111.19 - $129.47 $183K - $213K
1.65K $213M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.24K
New
$24.66 - $26.1 $203K - $215K
8.24K $206M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.99K
New
$34.08 - $35.99 $204K - $215K
5.99K $205M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.5K
New
$128.74 - $138.67 $193K - $208K
1.5K $204M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.66K
+ 17.39%
$50.72 - $50.92 $186K - $187K
24.7K $1.26B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.81K
+ 8.76%
$79.17 - $82.04 $143K - $148K
22.5K $1.84B
ABBV
Abb Vie Inc.

Healthcare
102
+ 2.85%
$169.2 - $216.66 $17.3K - $22.1K
3.69K $772M
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.85K
+ 62.74%
$35.54 - $37.44 $137K - $144K
9.98K $358M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.08K
+ 37.49%
$48.06 - $53.73 $148K - $165K
11.3K $551M
SSB
South State Corp

Financial Services
1.68K
+ 19.06%
$89.4 - $108.33 $150K - $182K
10.5K $973M
AMGN
Amgen Inc

Healthcare
148
+ 16.26%
$258.59 - $327.36 $38.3K - $48.4K
1.06K $330M
META
Meta Platforms, Inc.

Communication Services
122
+ 15.16%
$576.36 - $736.67 $70.3K - $89.9K
927 $534M
Activity Summary
Buys All Purchases 89 New Holdings 16 Increased Positions 73 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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