Summit Wealth & Retirement Planning, Inc. Reduced Holdings in Q3 2024

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.66K
- 35.09%
$74.26 - $78.84 $271K - $288K
6.76K $530K
NVDA
Nvidia Corp

Technology
-1.64K
- 14.7%
$98.91 - $134.91 $162K - $221K
9.51K $1.15M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.89K
- 11.65%
$57.8 - $60.8 $283K - $297K
37.1K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.05K
- 7.32%
$517.38 - $573.86 $543K - $602K
13.3K $7.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-617
- 27.0%
$405.19 - $478.57 $250K - $295K
1.67K $767K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-660
- 5.79%
$332.02 - $382.76 $219K - $253K
10.7K $4.03M
DIS
Walt Disney CO

Communication Services
-837
- 25.13%
$85.6 - $98.61 $71.6K - $82.5K
2.49K $239K
PG
Procter & Gamble CO

Consumer Defensive
-497
- 19.07%
$160.76 - $177.82 $79.9K - $88.4K
2.11K $365K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.32K
- 25.02%
$57.32 - $62.65 $75.7K - $82.7K
3.96K $246K
CPRT
Copart Inc

Consumer Cyclical
-184
- 0.77%
$49.19 - $55.54 $9.05K - $10.2K
23.9K $1.25M
PANW
Palo Alto Networks Inc

Technology
-30
- 2.43%
$294.18 - $368.01 $8.83K - $11K
1.21K $411K
AMD
Advanced Micro Devices Inc

Technology
-40
- 2.36%
$128.67 - $183.96 $5.15K - $7.36K
1.65K $271K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.5K
- 3.11%
$92.63 - $105.69 $1.16M - $1.32M
390K $40.7M
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 4.19%
$333.64 - $405.2 $18K - $21.9K
1.23K $500K
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 2.42%
$191.76 - $263.26 $13.4K - $18.4K
2.83K $739K
IWM
Ishares Russell 2000 ETF

ETFs
-1.2K
- 4.3%
$200.87 - $224.6 $241K - $269K
26.7K $5.9M
EEM
Ishares Msci Emerging Markets

ETFs
-292
- 0.24%
$40.42 - $46.7 $11.8K - $13.6K
120K $5.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.72K
- 4.03%
$173.36 - $189.8 $471K - $515K
64.7K $12.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-378
- 0.35%
$75.32 - $84.37 $28.5K - $31.9K
109K $9.1M
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
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