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
ACWI
Ishares Msci Acwi ETF

ETFs
622
+ 12.17%
$107.24 - $119.84 $66.7K - $74.5K
5.74K $686M
IBM
International Business Machines Corp

Technology
101
+ 5.51%
$175.1 - $223.38 $17.7K - $22.6K
1.93K $428M
First Tr Exchng Traded Fd Vi
2.22K
+ 5.25%
N/A
44.5K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
297
+ 5.58%
$194.9 - $224.8 $57.9K - $66.8K
5.62K $1.19B
VGSH
Vanguard

ETFs
1.22K
+ 3.54%
$57.74 - $59.13 $70.3K - $72K
35.6K $2.1B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.92K
+ 5.25%
$23.13 - $23.43 $90.7K - $91.9K
78.6K $1.84B
Bitwise Bitcoin ETF Tr
1.22K
+ 3.92%
N/A
32.3K $1.12B
VTV
Vanguard Value ETF

ETFs
205
+ 4.79%
$159.75 - $174.57 $32.7K - $35.8K
4.48K $782M
VO
Vanguard Mid Cap ETF

ETFs
51
+ 1.36%
$237.84 - $263.83 $12.1K - $13.5K
3.79K $1B
First Tr Exchng Traded Fd Vi
2.46K
+ 10.64%
N/A
25.5K $597M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
404
+ 1.59%
$76.38 - $78.87 $30.9K - $31.9K
25.9K $2.04B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.32%
$460.3 - $584.56 $921 - $1.17K
621 $363M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
201
+ 4.19%
$104.5 - $114.97 $21K - $23.1K
4.99K $572M
J P Morgan Exchange Traded F
836
+ 11.93%
N/A
7.84K $479M
LLY
Eli Lilly & CO

Healthcare
83
+ 20.85%
$772.14 - $960.02 $64.1K - $79.7K
481 $426M
MUB
Ishares National Muni Bond ETF

ETFs
530
+ 14.31%
$106.13 - $108.7 $56.2K - $57.6K
4.23K $460M
DUHP
Dimensional ETF Tr Dimensional

ETFs
911
+ 6.16%
$30.74 - $34.07 $28K - $31K
15.7K $535M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
298
+ 3.58%
$33.89 - $41.64 $10.1K - $12.4K
8.62K $343M
FPE
First Tr Pfd Secs & Income ETF

ETFs
316
+ 0.45%
$17.35 - $18.22 $5.48K - $5.76K
70.7K $1.28B
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.02%
$56.47 - $63.69 $169 - $191
12.7K $802M
AOR
Ishares Tr Core Growth Allocat

ETFs
248
+ 1.86%
$55.15 - $59.31 $13.7K - $14.7K
13.6K $803M
PFE
Pfizer Inc

Healthcare
1K
+ 4.18%
$27.7 - $31.39 $27.7K - $31.4K
24.9K $722M
VBR
Vanguard Small Cap Value ETF

ETFs
52
+ 2.43%
$179.99 - $201.6 $9.36K - $10.5K
2.19K $440M
PJUL
Innovator U.S. Equity Power Bu

ETFs
619
+ 4.54%
$37.89 - $40.48 $23.5K - $25.1K
14.3K $577M
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.37%
$45.95 - $54.71 $1.19K - $1.42K
7.06K $360M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
887
+ 2.86%
$23.75 - $23.75 $21.1K - $21.1K
31.9K $775M
VZ
Verizon Communications Inc

Communication Services
31
+ 0.4%
$38.89 - $45.0 $1.21K - $1.4K
7.81K $351M
AMD
Advanced Micro Devices Inc

Technology
166
+ 11.66%
$128.67 - $183.96 $21.4K - $30.5K
1.59K $261M
CVX
Chevron Corp

Energy
280
+ 14.94%
$137.88 - $161.97 $38.6K - $45.4K
2.15K $317M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.22%
$160.76 - $177.82 $965 - $1.07K
2.71K $469M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
171
+ 3.09%
$44.24 - $49.47 $7.57K - $8.46K
5.71K $282M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
52
+ 0.19%
$24.62 - $25.59 $1.28K - $1.33K
27.1K $692M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
146
+ 0.5%
$21.96 - $22.69 $3.21K - $3.31K
29.2K $662M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
48
+ 0.11%
$22.55 - $23.1 $1.08K - $1.11K
44K $1.01B
AMGN
Amgen Inc

Healthcare
29
+ 3.29%
$309.38 - $337.38 $8.97K - $9.78K
910 $293M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.17%
$475.2 - $527.7 $475 - $528
589 $311M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.1%
$75.32 - $84.37 $226 - $253
3.1K $259M
BAUG
Innovator U.S. Equity Buffer E
117
+ 2.36%
N/A
5.08K $217M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
316
+ 7.57%
$50.63 - $51.11 $16K - $16.2K
4.49K $229M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
49
+ 0.35%
$19.92 - $20.67 $976 - $1.01K
14K $288M
XOM
Exxon Mobil Corp

Energy
11
+ 0.34%
$109.72 - $119.0 $1.21K - $1.31K
3.26K $382M
SUB
Ishares Short Term National Mu

ETFs
14
+ 0.41%
$104.3 - $106.3 $1.46K - $1.49K
3.4K $361M
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.07%
N/A
5.81K $219M
IBHE
Ishares Ibonds 2025 Term High

ETFs
54
+ 0.23%
$23.03 - $23.3 $1.24K - $1.26K
23.9K $556M
NVDA
Nvidia Corp

Technology
200
+ 1.07%
$98.91 - $134.91 $19.8K - $27K
18.9K $2.29B
GOOG
Alphabet Inc.

Communication Services
101
+ 4.41%
$149.54 - $192.66 $15.1K - $19.5K
2.39K $400M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$111.15 - $128.97 $111 - $129
12.5K $1.42B
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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