Summit Wealth Partners, LLC Reduced Holdings in Q3 2024

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
-14.2K
- 15.1%
N/A
80K $3.89B
MSFT
Microsoft Corp

Technology
-484
- 7.5%
$395.15 - $467.56 $191K - $226K
5.97K $2.57B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-12.5K
- 10.24%
$33.61 - $35.94 $421K - $451K
110K $3.95B
HYG
Ishares Tr

ETFs
-3.78K
- 19.11%
$76.72 - $80.36 $290K - $304K
16K $1.28B
Bitwise Funds Trust
-4.11K
- 40.01%
N/A
6.16K $256M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-7.17K
- 33.33%
$24.77 - $26.7 $178K - $191K
14.3K $382M
First Tr Exchng Traded Fd Vi
-7.47K
- 7.66%
N/A
89.9K $2.12B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.93K
- 3.86%
$41.95 - $43.42 $333K - $344K
198K $8.58B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.97K
- 18.48%
$20.47 - $20.71 $81.2K - $82.2K
17.5K $361M
DRI
Darden Restaurants Inc

Consumer Cyclical
-600
- 32.29%
$138.06 - $172.74 $82.8K - $104K
1.26K $206M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.84K
- 17.91%
$64.57 - $71.76 $119K - $132K
8.45K $606M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.43K
- 4.66%
$23.88 - $24.01 $58K - $58.3K
49.7K $1.19B
NEAR
Blackrock Short Maturity Bond

ETFs
-1.3K
- 12.36%
$50.09 - $51.31 $65.2K - $66.8K
9.24K $473M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.71K
- 16.79%
$33.3 - $35.24 $56.9K - $60.3K
8.47K $299M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-863
- 7.28%
$48.27 - $49.43 $41.7K - $42.7K
11K $543M
VIG
Vanguard Dividend Appreciation

ETFs
-664
- 9.55%
$182.15 - $182.15 $121K - $121K
6.29K $1.25B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-380
- 6.3%
$114.73 - $120.23 $43.6K - $45.7K
5.65K $676M
HON
Honeywell International Inc

Industrials
-40
- 2.61%
$196.73 - $220.21 $7.87K - $8.81K
1.49K $309M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.9K
- 4.3%
$34.72 - $36.88 $65.9K - $70K
42.3K $1.56B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-805
- 3.46%
$76.94 - $79.54 $61.9K - $64K
22.4K $1.78B
JULZ
Listed Fds Tr Trueshares Struc

Technology
-1.19K
- 5.97%
N/A
18.7K $792M
PAYX
Paychex Inc

Industrials
-500
- 14.46%
$116.17 - $135.19 $58.1K - $67.6K
2.96K $397M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1K
- 5.17%
$28.1 - $29.89 $28.1K - $29.9K
18.3K $548M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-633
- 2.51%
$51.0 - $52.05 $32.3K - $32.9K
24.6K $1.28B
EEMV
Ishares Msci Emerging Markets

ETFs
-449
- 9.75%
$56.77 - $63.31 $25.5K - $28.4K
4.16K $261M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-201
- 0.69%
$25.04 - $25.21 $5.03K - $5.07K
29K $732M
APD
Air Products & Chemicals, Inc.

Basic Materials
-195
- 12.38%
$247.34 - $300.11 $48.2K - $58.5K
1.38K $411M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-82
- 0.86%
$47.95 - $49.61 $3.93K - $4.07K
9.4K $465M
KO
Coca Cola CO

Consumer Defensive
-274
- 7.6%
$62.69 - $73.01 $17.2K - $20K
3.33K $239M
IWS
Ishares Russell Midcap Value E

ETFs
-223
- 6.36%
$119.52 - $132.25 $26.7K - $29.5K
3.29K $435M
First Tr Exchng Traded Fd Vi
-365
- 1.67%
N/A
21.5K $791M
SJNK
Spdr Bloomberg Short Term High

ETFs
-490
- 1.3%
$24.8 - $25.75 $12.2K - $12.6K
37.3K $962M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-151
- 3.52%
$69.31 - $77.34 $10.5K - $11.7K
4.14K $317M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.26K
- 6.72%
$77.02 - $85.06 $97K - $107K
17.5K $1.48B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-57
- 1.1%
$106.11 - $113.72 $6.05K - $6.48K
5.12K $578M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-9.89K
- 6.74%
$29.23 - $33.51 $289K - $331K
137K $4.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.43K
- 7.45%
$41.9 - $48.26 $186K - $214K
55K $2.63B
PFF
Ishares Trust Ishares Pfd And

ETFs
-171
- 0.76%
$31.18 - $33.5 $5.33K - $5.73K
22.3K $743M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-74
- 0.39%
$42.66 - $45.18 $3.16K - $3.34K
18.8K $848M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-974
- 4.12%
$50.02 - $54.5 $48.7K - $53.1K
22.7K $1.24B
TPYP
Managed Portfolio Ser Tortoise

ETFs
-221
- 1.0%
$28.68 - $32.0 $6.34K - $7.07K
21.9K $686M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.05K
- 6.79%
$95.1 - $106.76 $99.5K - $112K
14.4K $1.53B
IEMG
Ishares Inc

ETFs
-168
- 1.05%
$53.64 - $53.64 $9.01K - $9.01K
15.8K $907M
TSLA
Tesla, Inc.

Consumer Cyclical
-265
- 13.65%
$191.76 - $263.26 $50.8K - $69.8K
1.68K $438M
IWP
Ishares Russell Mid Cap Growth

ETFs
-143
- 1.33%
$103.87 - $117.59 $14.9K - $16.8K
10.6K $1.24B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.35K
- 2.57%
$71.45 - $75.64 $96.7K - $102K
51.4K $3.86B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-619
- 0.8%
$47.18 - $48.74 $29.2K - $30.2K
77K $3.75B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-5.84K
- 8.6%
$72.52 - $82.35 $423K - $481K
62.1K $5.07B
ABBV
Abb Vie Inc.

Healthcare
-28
- 0.85%
$163.84 - $199.33 $4.59K - $5.58K
3.26K $644M
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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