Summit Wealth Partners, LLC Incresed Positions in Q3 2024

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
19.3K
+ 35.52%
$86.27 - $95.15 $1.67M - $1.84M
73.7K $7.02B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
26K
+ 21.73%
$44.83 - $47.42 $1.17M - $1.23M
146K $6.87B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
68.1K
+ 61.57%
$18.36 - $19.08 $1.25M - $1.3M
179K $3.41B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.52K
+ 14.68%
$113.41 - $125.62 $853K - $945K
58.7K $7.38B
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
+ 7.76%
$520.18 - $576.82 $656K - $728K
17.5K $10.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
749
+ 0.32%
$96.25 - $101.98 $72.1K - $76.4K
233K $23.6B
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.7K
+ 158.65%
$46.14 - $48.06 $771K - $803K
27.3K $1.31B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13.3K
+ 48.69%
$59.61 - $60.15 $791K - $798K
40.5K $2.43B
IEFA
Ishares Tr

ETFs
113
+ 0.08%
$70.09 - $78.74 $7.92K - $8.9K
145K $11.3B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.68K
+ 0.69%
$50.85 - $53.88 $85.6K - $90.7K
247K $13.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.6K
+ 18.66%
$32.65 - $36.69 $377K - $424K
73.5K $2.67B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.53K
+ 22.85%
$63.46 - $71.43 $351K - $395K
29.7K $2.11B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.7K
+ 2.18%
$50.25 - $50.74 $387K - $391K
361K $18.3B
AAPL
Apple Inc.

Technology
130
+ 0.65%
$207.23 - $234.82 $26.9K - $30.5K
20K $4.67B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.31K
+ 4.17%
$105.53 - $118.34 $138K - $155K
32.6K $3.81B
PSEP
Innovator U.S. Equity Power Bu
10K
+ 34.97%
N/A
38.6K $1.49B
AVLV
American Centy ETF Tr Avantis
5.42K
+ 27.52%
$60.05 - $65.83 $325K - $357K
25.1K $1.65B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.32K
+ 24.01%
$49.7 - $56.11 $364K - $411K
37.8K $2.08B
VB
Vanguard Small Cap ETF

ETFs
173
+ 0.97%
$214.77 - $237.72 $37.2K - $41.1K
18K $4.27B
HDV
Ishares Core High Dividend ETF

ETFs
55
+ 0.13%
$107.62 - $118.76 $5.92K - $6.53K
41.5K $4.88B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.13K
+ 5.85%
$48.89 - $54.14 $153K - $169K
56.6K $3.01B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.74K
+ 10.67%
$42.22 - $48.62 $200K - $230K
49.1K $2.29B
VUG
Vanguard Growth ETF

ETFs
680
+ 15.84%
$341.08 - $391.94 $232K - $267K
4.97K $1.91B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
318
+ 0.43%
$57.32 - $62.65 $18.2K - $19.9K
74.2K $4.62B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
513
+ 1.51%
$87.56 - $95.49 $44.9K - $49K
34.4K $3.29B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17
+ 0.19%
$386.81 - $423.12 $6.58K - $7.19K
9.01K $3.81B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.3K
+ 7.94%
$29.08 - $31.84 $154K - $169K
72K $2.28B
MMM
3 M CO

Industrials
1.14K
+ 57.64%
$99.69 - $139.42 $114K - $159K
3.12K $426M
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.14K
+ 46.64%
$35.57 - $37.86 $183K - $194K
16.1K $611M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 5.06%
$45.87 - $48.53 $110K - $116K
49.7K $2.4B
DVY
Ishares Tr

ETFs
73
+ 0.54%
$119.99 - $135.74 $8.76K - $9.91K
13.6K $1.84B
NJUL
Innovator Growth 100 Power Buf

Technology
3K
+ 31.06%
$56.73 - $60.88 $170K - $183K
12.7K $770M
AVGO
Broadcom Inc.

Technology
5.27K
+ 1056.31%
$136.27 - $1745.86 $718K - $9.2M
5.77K $995M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.26K
+ 22.32%
$55.81 - $61.01 $126K - $138K
12.4K $756M
IXUS
Ishares Tr

ETFs
520
+ 1.86%
$64.9 - $73.35 $33.7K - $38.1K
28.4K $2.06B
RSP
Invesco S&P 500 Equal Weight E

ETFs
494
+ 8.1%
$162.83 - $179.16 $80.4K - $88.5K
6.59K $1.18B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.27K
+ 6.94%
$79.29 - $84.02 $101K - $107K
19.6K $1.64B
JNJ
Johnson & Johnson

Healthcare
11
+ 0.11%
$145.48 - $167.38 $1.6K - $1.84K
10K $1.62B
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.78K
+ 10.4%
$25.23 - $27.94 $95.4K - $106K
40.1K $1.11B
AOA
Ishares Tr Core Aggressive All

ETFs
1.19K
+ 8.27%
$72.11 - $79.05 $85.5K - $93.8K
15.5K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
336
+ 9.96%
$255.18 - $283.2 $85.7K - $95.2K
3.71K $1.05B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
444
+ 1.26%
$53.41 - $57.9 $23.7K - $25.7K
35.6K $2.06B
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 14.59%
$47.6 - $53.31 $85.7K - $96K
14.1K $747M
IJUL
Innovator Etfs Tr

ETFs
3.75K
+ 42.31%
$27.47 - $29.55 $103K - $111K
12.6K $370M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.47K
+ 13.32%
$24.78 - $25.11 $111K - $112K
38K $954M
META
Meta Platforms, Inc.

Communication Services
129
+ 19.31%
$453.41 - $572.44 $58.5K - $73.8K
797 $456M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.21%
$101.25 - $127.45 $1.22K - $1.53K
5.78K $702M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 3.66%
$50.15 - $51.27 $76.3K - $78K
43.1K $2.21B
DGRO
Ishares Core Dividend Growth E

ETFs
100
+ 0.48%
$57.47 - $62.76 $5.75K - $6.28K
21K $1.32B
Activity Summary
Buys All Purchases 122 New Holdings 24 Increased Positions 98 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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