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
VEA
Vanguard Ftse Developed Market

ETFs
301
+ 2.04%
$47.4 - $52.99 $14.3K - $15.9K
15.1K $766M
IAU
Ishares Gold Trust

ETFs
88
+ 1.57%
$49.74 - $58.96 $4.38K - $5.19K
5.7K $336M
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$217.4 - $264.74 $217 - $265
1.94K $481M
MMM
3 M CO

Industrials
1
+ 0.03%
$129.7 - $155.12 $130 - $155
3.12K $458M
CVX
Chevron Corp

Energy
50
+ 2.41%
$146.71 - $167.97 $7.34K - $8.4K
2.13K $356M
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.38%
$50.81 - $60.02 $1.32K - $1.56K
6.91K $415M
PAYX
Paychex Inc

Industrials
70
+ 2.37%
$136.06 - $154.52 $9.52K - $10.8K
3.03K $467M
TPYP
Managed Portfolio Ser Tortoise

ETFs
16
+ 0.07%
$34.32 - $37.26 $549 - $596
21.4K $779M
VZ
Verizon Communications Inc

Communication Services
184
+ 2.48%
$37.81 - $46.49 $6.96K - $8.55K
7.6K $345M
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 1.15%
$225.19 - $279.95 $11.9K - $14.8K
4.66K $1.14B
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.04%
$286.85 - $318.64 $287 - $319
2.77K $848M
AOA
Ishares Tr Core Aggressive All

ETFs
322
+ 2.09%
$75.7 - $80.01 $24.4K - $25.8K
15.7K $1.2B
VTV
Vanguard Value ETF

ETFs
22
+ 0.57%
$167.73 - $179.21 $3.69K - $3.94K
3.87K $669M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 9.88%
$507.05 - $563.67 $32.5K - $36.1K
712 $366M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
122
+ 4.55%
$73.78 - $76.59 $9K - $9.34K
2.81K $215M
DUHP
Dimensional ETF Tr Dimensional

ETFs
588
+ 4.96%
$32.57 - $35.82 $19.2K - $21.1K
12.5K $413M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35
+ 0.13%
$24.79 - $25.26 $868 - $884
26K $656M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31
+ 0.05%
$22.77 - $22.94 $706 - $711
59.5K $1.36B
PFE
Pfizer Inc

Healthcare
1.51K
+ 6.0%
$25.01 - $27.13 $37.7K - $40.9K
26.6K $675M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
57
+ 0.25%
$19.8 - $19.97 $1.13K - $1.14K
22.9K $455M
SUB
Ishares Short Term National Mu

ETFs
6
+ 0.18%
$105.3 - $106.24 $632 - $637
3.42K $361M
PSEP
Innovator U.S. Equity Power Bu
13
+ 0.09%
N/A
14.6K $562M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.05K
+ 8.15%
$51.45 - $58.51 $157K - $179K
40.5K $2.1B
PFF
Ishares Trust Ishares Pfd And

ETFs
21
+ 0.09%
$30.73 - $32.26 $645 - $677
22.3K $684M
GOOG
Alphabet Inc.

Communication Services
412
+ 17.23%
$156.06 - $207.71 $64.3K - $85.6K
2.8K $438M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.43%
$423.19 - $506.29 $1.27K - $1.52K
704 $315M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.73%
$347.25 - $424.87 $10.4K - $12.7K
1.77K $647M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 29.82%
$222.15 - $428.22 $62.9K - $121K
1.23K $319M
AMZN
Amazon Com Inc

Consumer Cyclical
370
+ 7.24%
$190.26 - $242.06 $70.4K - $89.6K
5.48K $1.04B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12
+ 0.07%
N/A
18K $1.59B
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$83.01 - $101.02 $83 - $101
12.5K $1.12B
AVUS
American Centy ETF Tr Avantis

ETFs
2.69K
+ 2.86%
$90.7 - $101.57 $244K - $273K
96.7K $8.93B
NVDA
Nvidia Corp

Technology
934
+ 6.55%
$106.98 - $149.43 $99.9K - $140K
15.2K $1.65B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
154
+ 0.22%
$57.21 - $65.8 $8.81K - $10.1K
71.5K $4.17B
MSFT
Microsoft Corp

Technology
17
+ 0.25%
$375.39 - $447.2 $6.38K - $7.6K
6.79K $2.55B
QUAL
Ishares Msci Usa Quality Facto

ETFs
298
+ 0.21%
$168.16 - $186.21 $50.1K - $55.5K
139K $23.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 2.83%
$468.34 - $539.52 $493K - $568K
38.3K $18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
314
+ 0.6%
$360.07 - $417.26 $113K - $131K
52.7K $19B
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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