Summit Wealth Partners, LLC Sells in Q4 2024

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-146K
- 81.9%
$18.62 - $19.05 $2.73M - $2.79M
32.4K $605M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-20K
- 9.09%
$88.59 - $94.57 $1.77M - $1.89M
200K $17.7B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-23.3K
- 8.06%
$37.12 - $41.23 $864K - $959K
266K $9.86B
BRO
Brown & Brown, Inc.

Financial Services
-15K
- 6.34%
$100.93 - $113.42 $1.51M - $1.7M
222K $22.6B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.56K
- 20.34%
$570.51 - $610.59 $2.03M - $2.18M
14K $8.21B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.15K
- 48.66%
$563.99 - $620.12 $1.78M - $1.95M
3.33K $1.89B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.29K
- 4.97%
$176.42 - $186.91 $1.29M - $1.36M
139K $24.8B
IEFA
Ishares Tr

ETFs
-248
- 0.17%
$70.06 - $77.43 $17.4K - $19.2K
145K $10.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12K
- 3.73%
$51.54 - $52.55 $619K - $631K
310K $16B
PSEP
Innovator U.S. Equity Power Bu
-24K
- 62.11%
N/A
14.6K $572M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-15.1K
- 4.18%
$50.37 - $50.6 $759K - $762K
345K $17.4B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.28K
- 10.45%
$311.11 - $335.64 $1.02M - $1.1M
28.1K $9.07B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-13.8K
- 10.11%
$30.48 - $34.2 $422K - $473K
123K $3.75B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.17K
- 6.25%
$126.68 - $134.74 $655K - $696K
77.5K $9.89B
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.48K
- 7.8%
$87.25 - $95.52 $652K - $714K
88.4K $7.81B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-6.17K
- 9.94%
$80.18 - $88.79 $494K - $547K
55.9K $4.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 7.29%
$567.81 - $607.81 $626K - $670K
14K $8.22B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.42K
- 2.74%
$42.33 - $43.3 $229K - $235K
192K $8.19B
NVDA
Nvidia Corp

Technology
-4.6K
- 24.38%
$117.0 - $148.88 $538K - $684K
14.3K $1.92B
IWM
Ishares Russell 2000 ETF

ETFs
-1.58K
- 4.77%
$216.13 - $242.4 $342K - $383K
31.6K $6.97B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.08K
- 5.6%
$44.04 - $49.49 $136K - $153K
51.9K $2.29B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-8.21K
- 11.17%
$35.45 - $40.33 $291K - $331K
65.3K $2.34B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.3K
- 3.04%
$57.53 - $60.83 $132K - $140K
73.4K $4.22B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.59K
- 11.05%
$99.2 - $108.47 $157K - $172K
12.8K $1.27B
NJUL
Innovator Growth 100 Power Buf

Technology
-4.42K
- 34.9%
$60.22 - $63.94 $266K - $282K
8.24K $517M
HDV
Ishares Core High Dividend ETF

ETFs
-222
- 0.53%
$110.82 - $121.28 $24.6K - $26.9K
41.3K $4.63B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.79K
- 35.03%
$106.56 - $113.11 $191K - $203K
3.33K $355M
IEMG
Ishares Inc

ETFs
-2.55K
- 16.17%
N/A
13.2K $692M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.08K
- 16.33%
$174.22 - $187.62 $187K - $202K
5.51K $966M
IXUS
Ishares Tr

ETFs
-253
- 0.89%
$65.95 - $72.56 $16.7K - $18.4K
28.2K $1.86B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.56K
- 13.52%
$17.65 - $18.18 $169K - $174K
61.1K $1.08B
VGSH
Vanguard

ETFs
-2.77K
- 7.79%
$58.02 - $58.88 $161K - $163K
32.8K $1.91B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.18K
- 6.13%
N/A
18K $1.67B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.91K
- 3.92%
$61.68 - $67.87 $179K - $197K
71.3K $4.44B
VB
Vanguard Small Cap ETF

ETFs
-954
- 5.29%
$233.76 - $261.58 $223K - $250K
17.1K $4.1B
IWS
Ishares Russell Midcap Value E

ETFs
-1.27K
- 38.65%
$128.08 - $140.32 $163K - $178K
2.02K $261M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.27K
- 25.41%
$108.6 - $115.42 $138K - $146K
3.73K $407M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.02K
- 5.67%
$56.06 - $61.35 $113K - $124K
33.6K $1.9B
XOM
Exxon Mobil Corp

Energy
-1.21K
- 37.11%
$105.51 - $125.37 $128K - $152K
2.05K $220M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.57K
- 4.37%
$124.26 - $134.12 $319K - $345K
56.2K $7.23B
PAUG
Innovator U.S. Equity Power Bu

ETFs
-4.26K
- 26.4%
$37.61 - $38.92 $160K - $166K
11.9K $458M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-807
- 2.48%
$113.92 - $127.38 $91.9K - $103K
31.8K $3.66B
NOCT
Innovator Growth 100 Power Buf

ETFs
-3.1K
- 41.75%
$49.49 - $52.11 $154K - $162K
4.33K $222M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.29K
- 9.31%
$50.62 - $52.07 $116K - $119K
22.3K $1.14B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-3.83K
- 24.4%
$33.62 - $35.69 $129K - $137K
11.9K $401M
VTV
Vanguard Value ETF

ETFs
-630
- 14.06%
$168.32 - $181.87 $106K - $115K
3.85K $652M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-123
- 0.54%
$50.06 - $55.0 $6.16K - $6.77K
22.5K $1.13B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.93K
- 19.28%
$46.63 - $47.41 $89.8K - $91.3K
8.06K $376M
IJUL
Innovator Etfs Tr

ETFs
-2.76K
- 21.92%
$27.59 - $29.25 $76.2K - $80.8K
9.84K $272M
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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