Summit Wealth Partners, LLC Incresed Positions 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
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
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
DVY
Ishares Tr

ETFs
2.06K
+ 14.93%
$128.58 - $138.1 $265K - $284K
15.9K $2.13B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.98K
+ 5.01%
$29.06 - $32.62 $116K - $130K
83.3K $2.62B
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.01K
+ 62.73%
$126.86 - $146.45 $255K - $294K
5.21K $662M
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
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
LLY
Eli Lilly & CO

Healthcare
17
+ 3.75%
$725.72 - $929.72 $12.3K - $15.8K
470 $388M
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
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email