Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

Summit Wealth Partners, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $24.8B, Ishares Core U.S. Aggregate Bo with a value of $22.9B, Brown & Brown, Inc. with a value of $22.6B, Ishares Russell 1000 Gr ETF with a value of $21B, and Invesco Qqq Trust, Series 1 with a value of $19B.

Examining the 13F form we can see an decrease of $32.4B in the current position value, from $519B to 487B.

Summit Wealth Partners, LLC is based out at Orlando, FL

Below you can find more details about Summit Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Billion
ETFs: $408 Billion
Financial Services: $25.2 Billion
Consumer Defensive: $17.1 Billion
Technology: $12.7 Billion
Healthcare: $5.69 Billion
Industrials: $3.18 Billion
Consumer Cyclical: $2.71 Billion
Communication Services: $2.71 Billion
Other: $2.64 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.99B
$876 Million 0.18% of portfolio
8,805
Q3 2020 Added 24.88%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $487 Billion
  • Prior Value $519 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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