Summit Wealth & Retirement Planning, Inc. Incresed Positions in Q1 2025

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.46K
+ 1.68%
$111.19 - $129.47 $274K - $319K
149K $19.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76.4K
+ 6.52%
$18.36 - $20.51 $1.4M - $1.57M
1.25M $24.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.89K
+ 722.82%
$507.05 - $563.67 $2.99M - $3.32M
6.71K $3.45M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.5K
+ 1.52%
$25.77 - $27.6 $631K - $675K
1.64M $43.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.5K
+ 4.41%
$25.81 - $28.52 $606K - $670K
556K $15.3M
VUG
Vanguard Growth ETF

ETFs
2.73K
+ 264.34%
$369.1 - $427.61 $1.01M - $1.17M
3.76K $1.39M
VTV
Vanguard Value ETF

ETFs
3.27K
+ 77.31%
$167.73 - $179.21 $548K - $585K
7.49K $1.29M
IEFA
Ishares Tr

ETFs
2.48K
+ 26.02%
$69.57 - $78.65 $172K - $195K
12K $907K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
71
+ 3.64%
$442.66 - $534.52 $31.4K - $38K
2.02K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
354
+ 4.5%
$225.19 - $279.95 $79.7K - $99.1K
8.22K $2.02M
V
Visa Inc.

Financial Services
198
+ 21.57%
$306.92 - $362.71 $60.8K - $71.8K
1.12K $391K
TSLA
Tesla, Inc.

Consumer Cyclical
1.93K
+ 68.18%
$222.15 - $428.22 $428K - $826K
4.76K $1.23M
XOM
Exxon Mobil Corp

Energy
61
+ 0.9%
$105.44 - $118.93 $6.43K - $7.25K
6.86K $815K
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 12.9%
$890.62 - $1076.86 $60.6K - $73.2K
595 $562K
LLY
Eli Lilly & CO

Healthcare
52
+ 9.52%
$725.72 - $929.72 $37.7K - $48.3K
598 $493K
BAC
Bank Of America Corp

Financial Services
2.28K
+ 16.01%
$39.61 - $47.74 $90.2K - $109K
16.5K $688K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.05%
$142.06 - $167.7 $142 - $168
2.05K $339K
VB
Vanguard Small Cap ETF

ETFs
404
+ 16.32%
$217.89 - $252.64 $88K - $102K
2.88K $638K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.69K
+ 11.55%
$62.77 - $71.4 $106K - $120K
16.3K $1.04M
HDV
Ishares Core High Dividend ETF

ETFs
17
+ 0.42%
$110.86 - $121.12 $1.88K - $2.06K
4.02K $487K
VEA
Vanguard Ftse Developed Market

ETFs
64
+ 0.58%
$47.4 - $52.99 $3.03K - $3.39K
11.1K $565K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
468
+ 8.09%
$42.5 - $46.71 $19.9K - $21.9K
6.26K $283K
HD
Home Depot, Inc.

Consumer Cyclical
145
+ 10.46%
$347.25 - $424.87 $50.4K - $61.6K
1.53K $561K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147
+ 0.56%
$27.01 - $28.54 $3.97K - $4.2K
26.3K $736K
AMZN
Amazon Com Inc

Consumer Cyclical
565
+ 17.9%
$190.26 - $242.06 $107K - $137K
3.72K $708K
WFC
Wells Fargo & Company

Financial Services
139
+ 4.31%
$66.78 - $81.42 $9.28K - $11.3K
3.36K $241K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.04%
$58.74 - $64.87 $117 - $130
4.95K $305K
JEPI
J P Morgan Exchange Traded Fd

ETFs
190
+ 4.03%
$56.17 - $59.71 $10.7K - $11.3K
4.9K $279K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
279
+ 4.79%
$32.42 - $36.13 $9.05K - $10.1K
6.1K $201K
Ea Series Trust
3.3K
+ 2.59%
N/A
130K $0
JGRO
J P Morgan Exchange Traded Fd
223
+ 8.54%
N/A
2.84K $0
PANW
Palo Alto Networks Inc

Technology
120
+ 4.98%
$167.82 - $208.28 $20.1K - $25K
2.53K $431K
DIS
Walt Disney CO

Communication Services
200
+ 8.02%
$96.87 - $114.0 $19.4K - $22.8K
2.69K $265K
AVGO
Broadcom Inc.

Technology
680
+ 31.92%
$167.43 - $244.7 $114K - $166K
2.81K $470K
MSFT
Microsoft Corp

Technology
929
+ 11.1%
$375.39 - $447.2 $349K - $415K
9.3K $3.49M
MRK
Merck & Co., Inc.

Healthcare
62
+ 1.33%
$83.01 - $101.02 $5.15K - $6.26K
4.74K $425K
VBR
Vanguard Small Cap Value ETF

ETFs
854
+ 4.53%
$183.02 - $207.75 $156K - $177K
19.7K $3.67M
GOOG
Alphabet Inc.

Communication Services
721
+ 13.24%
$156.06 - $207.71 $113K - $150K
6.17K $963K
NVDA
Nvidia Corp

Technology
772
+ 7.55%
$106.98 - $149.43 $82.6K - $115K
11K $1.19M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11.5K
+ 2.08%
$24.88 - $26.85 $285K - $308K
564K $14.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.02K
+ 1.27%
$21.23 - $23.75 $64.2K - $71.8K
241K $5.18M
GOOGL
Alphabet Inc.

Communication Services
580
+ 5.21%
$154.33 - $206.19 $89.5K - $120K
11.7K $1.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.6K
+ 4.17%
$23.16 - $27.04 $571K - $667K
616K $14.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.5K
+ 1.08%
$24.91 - $29.02 $411K - $478K
1.55M $38.8M
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 10 Reductions 10 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