Summit Wealth & Retirement Planning, Inc. Purchases in Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
333
+ 0.16%
$179.23 - $224.92 $59.7K - $74.9K
215K $48.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.2K
+ 1.78%
$17.76 - $22.1 $395K - $491K
1.27M $28.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.2K
+ 4.88%
$24.38 - $30.18 $662K - $820K
583K $17.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.63K
+ 0.53%
$23.55 - $27.67 $203K - $239K
1.65M $45.6M
MSFT
Microsoft Corp

Technology
1.67K
+ 17.95%
$354.56 - $497.45 $592K - $830K
11K $5.46M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.9K
+ 1.95%
$120.49 - $141.16 $349K - $409K
152K $21M
VB
Vanguard Small Cap ETF

ETFs
6.58K
+ 228.38%
$193.73 - $237.37 $1.27M - $1.56M
9.45K $2.24M
AVGO
Broadcom Inc.

Technology
3.57K
+ 126.98%
$146.29 - $275.65 $522K - $984K
6.38K $1.76M
TSLA
Tesla, Inc.

Consumer Cyclical
2.25K
+ 47.35%
$221.86 - $362.89 $500K - $817K
7.01K $2.23M
VTV
Vanguard Value ETF

ETFs
4.95K
+ 66.01%
$153.67 - $176.74 $760K - $874K
12.4K $2.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
833
+ 12.42%
$456.74 - $568.03 $380K - $473K
7.54K $4.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.86K
+ 92.32%
$483.48 - $539.8 $901K - $1.01M
3.88K $1.89M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.23K
New
$87.84 - $1441.89 $635K - $10.4M
7.23K $651K
MA
Mastercard Inc

Financial Services
1.1K
New
$479.92 - $590.74 $529K - $651K
1.1K $619K
NVDA
Nvidia Corp

Technology
177
+ 1.61%
$94.31 - $157.99 $16.7K - $28K
11.2K $1.76M
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 15.13%
$144.7 - $178.6 $257K - $317K
13.5K $2.38M
ABT
Abbott Laboratories

Healthcare
4K
New
$123.95 - $138.08 $496K - $553K
4K $544K
RTX
Raytheon Technologies Corp

Industrials
3.7K
New
$113.75 - $148.48 $421K - $550K
3.7K $540K
SYK
Stryker Corp

Healthcare
1.3K
New
$337.37 - $395.63 $439K - $515K
1.3K $514K
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
New
$243.75 - $303.93 $378K - $471K
1.55K $470K
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
+ 81.32%
$335.24 - $380.78 $417K - $474K
2.78K $1.02M
CME
Cme Group Inc.

Financial Services
1.64K
New
$252.37 - $290.71 $413K - $476K
1.64K $451K
IEFA
Ishares Tr

ETFs
3.66K
+ 30.51%
$67.83 - $84.09 $248K - $308K
15.7K $1.31M
MS
Morgan Stanley

Financial Services
2.8K
New
$99.83 - $140.86 $280K - $394K
2.8K $394K
TSCO
Tractor Supply CO

Consumer Cyclical
6.3K
New
$47.86 - $55.77 $302K - $351K
6.3K $332K
ORCL
Oracle Corp

Technology
1.48K
New
$122.82 - $218.63 $182K - $324K
1.48K $323K
TT
Trane Technologies PLC

Industrials
719
New
$315.21 - $437.41 $227K - $314K
719 $314K
MAR
Marriott International Inc

Consumer Cyclical
1.14K
New
$211.12 - $274.14 $240K - $311K
1.14K $310K
SRE
Sempra Energy

Utilities
3.99K
New
$63.78 - $78.91 $254K - $315K
3.99K $302K
GOOG
Alphabet Inc.

Communication Services
951
+ 15.43%
$146.58 - $180.01 $139K - $171K
7.12K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
937
New
$274.35 - $599.47 $257K - $562K
937 $292K
NSC
Norfolk Southern Corp

Industrials
1.14K
New
$206.34 - $257.46 $236K - $294K
1.14K $292K
LLY
Eli Lilly & CO

Healthcare
406
+ 67.89%
$713.71 - $898.95 $290K - $365K
1K $782K
DE
Deere & CO

Industrials
565
New
$412.99 - $531.48 $233K - $300K
565 $287K
XLK
Technology Sector Spdr

ETFs
1.13K
New
$179.73 - $253.23 $203K - $286K
1.13K $286K
ABBV
Abb Vie Inc.

Healthcare
1.64K
+ 90.68%
$170.16 - $206.27 $280K - $339K
3.46K $641K
MCD
Mcdonalds Corp

Consumer Cyclical
821
New
$285.55 - $321.23 $234K - $264K
821 $239K
AMD
Advanced Micro Devices Inc

Technology
1.64K
New
$78.21 - $143.81 $128K - $236K
1.64K $232K
HII
Huntington Ingalls Industries, Inc.

Industrials
953
New
$183.31 - $241.46 $175K - $230K
953 $230K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.83K
+ 61.22%
$39.89 - $49.46 $153K - $189K
10.1K $498K
IBM
International Business Machines Corp

Technology
705
New
$221.03 - $294.78 $156K - $208K
705 $207K
HON
Honeywell International Inc

Industrials
880
New
$182.86 - $232.88 $161K - $205K
880 $204K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.58K
New
$36.14 - $44.23 $166K - $203K
4.58K $202K
VBR
Vanguard Small Cap Value ETF

ETFs
154
+ 0.78%
$162.76 - $195.77 $25.1K - $30.1K
19.8K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
407
+ 10.93%
$167.32 - $223.3 $68.1K - $90.9K
4.13K $905K
SCHW
Schwab Charles Corp

Financial Services
1.24K
+ 40.38%
$69.06 - $91.24 $85.4K - $113K
4.3K $392K
META
Meta Platforms, Inc.

Communication Services
11
+ 1.69%
$484.66 - $738.09 $5.33K - $8.12K
661 $487K
STT
State Street Corp

Financial Services
272
+ 6.76%
$75.33 - $106.34 $20.5K - $28.9K
4.29K $456K
DIS
Walt Disney CO

Communication Services
103
+ 3.82%
$81.72 - $124.01 $8.42K - $12.8K
2.8K $346K
Activity Summary
Buys All Purchases 64 New Holdings 24 Increased Positions 40 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email