Summit Wealth Partners, LLC New Holdings in Q3 2024

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
11.4K
New
$37.79 - $38.95 $432K - $445K
11.4K $445M
IOCT
Innovator Etfs Tr Intl Dev Pow
14.1K
New
N/A
14.1K $434M
First Tr Exchng Traded Fd Vi
11.9K
New
N/A
11.9K $428M
BOCT
Innovator U.S. Equity Buffer E

ETFs
9.64K
New
$40.71 - $42.45 $392K - $409K
9.64K $409M
NFLX
Netflix Inc

Communication Services
536
New
$598.55 - $722.26 $321K - $387K
536 $380M
NOCT
Innovator Growth 100 Power Buf

ETFs
7.44K
New
$47.88 - $49.91 $356K - $371K
7.44K $371M
MEAR
Blackrock Short Maturity Munic

ETFs
7.33K
New
$49.99 - $50.34 $367K - $369K
7.33K $369M
Innovator Etfs Trust
14.6K
New
N/A
14.6K $365M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.26K
New
$44.46 - $48.11 $323K - $349K
7.26K $349M
RDVY
First Trust Rising Dividend Ac

ETFs
5.64K
New
$53.68 - $59.24 $303K - $334K
5.64K $334M
IWN
Ishares Russell2000 Val ETF

ETFs
1.78K
New
$150.05 - $171.34 $268K - $305K
1.78K $297M
SHV
Ishares Tr

ETFs
2.25K
New
$110.05 - $110.63 $247K - $249K
2.25K $249M
AIQ
Global X Funds Global X Artifi

ETFs
6.43K
New
$31.85 - $37.36 $205K - $240K
6.43K $239M
IBHG
Ishares Tr Ibonds 2027 Term Hi
9.97K
New
$21.89 - $22.6 $218K - $225K
9.97K $225M
BNDX
Vanguard Total International B

ETFs
4.45K
New
$48.42 - $50.35 $216K - $224K
4.45K $224M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.97K
New
$51.0 - $57.07 $202K - $226K
3.97K $221M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.5K
New
$125.95 - $142.04 $189K - $213K
1.5K $213M
MCD
Mcdonalds Corp

Consumer Cyclical
700
New
$245.82 - $304.51 $172K - $213K
700 $213M
IDV
Ishares Tr

ETFs
7K
New
$27.62 - $30.64 $193K - $214K
7K $212M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.68K
New
$74.26 - $78.84 $199K - $212K
2.68K $210M
JPIN
Jp Morgan Diversified Return I

ETFs
3.36K
New
$54.1 - $60.82 $182K - $204K
3.36K $202M
HPQ
Hp Inc

Technology
5.63K
New
$32.02 - $38.11 $180K - $215K
5.63K $202M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.3 - $100.74 $201K - $202K
2K $202M
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
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