Summit Wealth & Retirement Planning, Inc. Reduced Holdings in Q3 2025

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-87.3K
- 14.97%
$30.13 - $33.37 $2.63M - $2.91M
496K $16.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.68K
- 33.09%
$38.58 - $58.24 $103K - $156K
5.42K $212K
CPRT
Copart Inc

Consumer Cyclical
-20
- 0.08%
$44.6 - $49.97 $892 - $999
23.8K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-246
- 21.5%
$546.99 - $602.2 $135K - $148K
898 $539K
SYK
Stryker Corp

Healthcare
-13
- 1.0%
$368.57 - $403.53 $4.79K - $5.25K
1.29K $476K
XOM
Exxon Mobil Corp

Energy
-554
- 8.03%
$105.83 - $117.22 $58.6K - $64.9K
6.34K $715K
MRK
Merck & Co., Inc.

Healthcare
-555
- 11.06%
$77.6 - $87.37 $43.1K - $48.5K
4.46K $374K
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.5%
$150.47 - $161.22 $1.66K - $1.77K
2.19K $336K
AMGN
Amgen Inc

Healthcare
-4
- 0.47%
$271.18 - $309.22 $1.08K - $1.24K
845 $238K
AMD
Advanced Micro Devices Inc

Technology
-87
- 5.3%
$134.8 - $184.42 $11.7K - $16K
1.56K $251K
VB
Vanguard Small Cap ETF

ETFs
-213
- 2.25%
$237.58 - $259.17 $50.6K - $55.2K
9.24K $2.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-770
- 5.92%
$617.65 - $666.84 $476K - $513K
12.2K $8.15M
EEM
Ishares Msci Emerging Markets

ETFs
-5.32K
- 5.28%
$48.07 - $53.4 $256K - $284K
95.5K $5.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-51
- 0.68%
$567.77 - $614.76 $29K - $31.4K
7.49K $4.59M
NVDA
Nvidia Corp

Technology
-50
- 0.45%
$153.3 - $186.58 $7.67K - $9.33K
11.1K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-355
- 0.36%
$87.29 - $93.61 $31K - $33.2K
98.2K $9.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-95
- 0.85%
$420.11 - $472.68 $39.9K - $44.9K
11.1K $5.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-185
- 0.3%
$192.76 - $203.86 $35.7K - $37.7K
61K $12.4M
IWM
Ishares Russell 2000 ETF

ETFs
-111
- 0.47%
$214.92 - $244.84 $23.9K - $27.2K
23.5K $5.69M
TSLA
Tesla, Inc.

Consumer Cyclical
-381
- 5.44%
$293.94 - $444.72 $112K - $169K
6.63K $2.95M
GOOGL
Alphabet Inc.

Communication Services
-90
- 0.67%
$174.36 - $254.72 $15.7K - $22.9K
13.4K $3.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-22.2K
- 3.71%
$25.29 - $28.33 $562K - $630K
577K $16.1M
AAPL
Apple Inc.

Technology
-635
- 2.25%
$202.38 - $256.87 $129K - $163K
27.6K $7.04M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-390
- 0.26%
$138.31 - $165.45 $53.9K - $64.5K
151K $25M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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