Summit Wealth & Retirement Planning, Inc. New Holdings in Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
CME
Cme Group Inc.

Financial Services
1.64K
New
$252.37 - $290.71 $413K - $476K
1.64K $451K
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
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
NSC
Norfolk Southern Corp

Industrials
1.14K
New
$206.34 - $257.46 $236K - $294K
1.14K $292K
UNH
Unitedhealth Group Inc

Healthcare
937
New
$274.35 - $599.47 $257K - $562K
937 $292K
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
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
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
Blackrock Inc
444
New
N/A
444 $0
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
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