Summit Wealth & Retirement Planning, Inc. Incresed Positions in Q3 2024

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 3.43%
$73.43 - $80.37 $1.31M - $1.44M
540K $43.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.3K
+ 3.3%
$36.98 - $41.55 $675K - $758K
571K $23.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.75K
+ 4.11%
$101.06 - $115.49 $581K - $663K
145K $16.5M
MGC
Vanguard Mega Cap ETF

ETFs
82
+ 0.04%
$185.93 - $206.64 $15.2K - $16.9K
185K $38.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
14K
+ 2.74%
$25.45 - $29.53 $356K - $414K
525K $15.3M
AAPL
Apple Inc.

Technology
5.02K
+ 21.79%
$207.23 - $234.82 $1.04M - $1.18M
28.1K $6.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.2K
+ 2.51%
$46.9 - $51.96 $338K - $374K
294K $15.2M
VBR
Vanguard Small Cap Value ETF

ETFs
4.16K
+ 73.79%
$179.99 - $201.6 $748K - $838K
9.79K $1.96M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
394
+ 0.5%
$59.93 - $66.52 $23.6K - $26.2K
78.7K $5.23M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.2K
+ 39.91%
$66.68 - $72.81 $213K - $233K
11.2K $811K
XOM
Exxon Mobil Corp

Energy
900
+ 16.68%
$109.72 - $119.0 $98.7K - $107K
6.3K $738K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
400
+ 9.79%
$117.9 - $128.2 $47.2K - $51.3K
4.49K $575K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
159
+ 1.82%
$77.02 - $85.06 $12.2K - $13.5K
8.88K $750K
HDV
Ishares Core High Dividend ETF

ETFs
147
+ 3.77%
$107.62 - $118.76 $15.8K - $17.5K
4.05K $475K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 6.87%
$801.83 - $917.05 $23.3K - $26.6K
451 $399K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.02%
$47.6 - $53.31 $95.2 - $107
11K $583K
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 4.57%
$434.77 - $502.96 $21.7K - $25.1K
1.14K $558K
BAC
Bank Of America Corp

Financial Services
770
+ 6.16%
$36.65 - $44.13 $28.2K - $34K
13.3K $526K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.04%
$44.74 - $53.22 $89.5 - $106
4.95K $263K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.11%
$83.58 - $90.94 $251 - $273
2.65K $240K
V
Visa Inc.

Financial Services
6
+ 0.66%
$253.74 - $291.56 $1.52K - $1.75K
918 $252K
AMGN
Amgen Inc

Healthcare
6
+ 0.71%
$309.38 - $337.38 $1.86K - $2.02K
853 $274K
Ea Series Trust
6.15K
+ 5.35%
N/A
121K $0
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.44%
$161.02 - $200.0 $2.09K - $2.6K
2.96K $550K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.02%
$111.15 - $128.97 $111 - $129
4.54K $515K
QCOM
Qualcomm Inc

Technology
85
+ 3.7%
$156.12 - $209.64 $13.3K - $17.8K
2.38K $404K
GOOG
Alphabet Inc.

Communication Services
160
+ 3.2%
$149.54 - $192.66 $23.9K - $30.8K
5.16K $863K
MSFT
Microsoft Corp

Technology
71
+ 0.98%
$395.15 - $467.56 $28.1K - $33.2K
7.35K $3.16M
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.27%
$148.65 - $191.18 $4.46K - $5.74K
11.1K $1.85M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
21.4K
+ 3.32%
$26.82 - $30.58 $574K - $654K
665K $18.7M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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