Summit Wealth Group LLC / CO Purchases in Q3 2025

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIEN
Ciena Corp

Technology
7.17K
New
$77.75 - $145.67 $557K - $1.04M
7.17K $339M
FTI
Technip Fmc PLC

Energy
16.5K
New
$32.19 - $40.89 $530K - $674K
16.5K $335M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.06K
New
$20.56 - $31.65 $166K - $255K
8.06K $335M
BL
Blackline, Inc.

Technology
5.99K
New
$48.05 - $57.81 $288K - $346K
5.99K $332M
SUI
Sun Communities Inc

Real Estate
2.7K
New
$116.6 - $131.28 $314K - $354K
2.7K $319M
LLY
Eli Lilly & CO

Healthcare
943
+ 121.83%
$625.65 - $812.69 $590K - $766K
1.72K $922M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
14.3K
New
$25.09 - $30.99 $360K - $444K
14.3K $319M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.59K
New
$60.9 - $70.75 $280K - $325K
4.59K $319M
BRKR
Bruker Corp

Healthcare
5.08K
New
$29.35 - $43.93 $149K - $223K
5.08K $316M
AMAT
Applied Materials Inc

Technology
3.14K
+ 118.3%
$156.25 - $204.95 $490K - $643K
5.79K $801M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.55K
New
$145.57 - $178.99 $225K - $277K
1.55K $303M
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.44K
New
$56.32 - $68.81 $475K - $580K
8.44K $300M
CNC
Centene Corp

Healthcare
4.26K
New
$25.21 - $56.65 $107K - $241K
4.26K $294M
CDW
Cdw Corp

Technology
1.45K
New
$156.97 - $182.84 $227K - $265K
1.45K $292M
TDC
Teradata Corp

Technology
6.46K
New
$20.11 - $23.21 $130K - $150K
6.46K $291M
AIG
American International Group, Inc.

Financial Services
4.78K
New
$76.34 - $85.87 $365K - $410K
4.78K $289M
IEX
Idex Corp

Industrials
594
New
$157.53 - $185.69 $93.6K - $110K
594 $289M
KEYS
Keysight Technologies, Inc.

Technology
2.18K
New
$158.51 - $178.15 $346K - $388K
2.18K $288M
EXPO
Exponent Inc

Industrials
3.35K
New
$68.33 - $77.6 $229K - $260K
3.35K $287M
CALX
Calix, Inc

Technology
6.16K
New
$50.08 - $64.04 $308K - $394K
6.16K $282M
PTC
Ptc Inc.

Technology
1.98K
New
$173.07 - $216.53 $343K - $429K
1.98K $281M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.8K
New
$163.62 - $210.2 $295K - $379K
1.8K $280M
SSO
Proshares Ultra S&P 500

ETFs
5.21K
New
$97.48 - $112.71 $508K - $588K
5.21K $278M
WHD
Cactus, Inc.

Energy
5.45K
New
$38.17 - $47.92 $208K - $261K
5.45K $274M
ARES
Ares Management Corp

Financial Services
2.65K
New
$159.89 - $192.76 $424K - $511K
2.65K $273M
HUM
Humana Inc

Healthcare
1.45K
New
$220.41 - $312.0 $319K - $451K
1.45K $267M
BX
Blackstone Inc.

Financial Services
2.41K
New
$152.77 - $188.68 $368K - $454K
2.41K $258M
VMI
Valmont Industries Inc

Industrials
1.07K
New
$328.58 - $387.73 $353K - $416K
1.07K $258M
ORCL
Oracle Corp

Technology
6.02K
+ 178.62%
$218.96 - $328.33 $1.32M - $1.98M
9.38K $994M
RMD
Resmed Inc

Healthcare
1.74K
New
$252.01 - $293.73 $437K - $510K
1.74K $257M
RVLV
Revolve Group, Inc.

Consumer Cyclical
18.8K
New
$19.09 - $24.09 $360K - $454K
18.8K $256M
OFLX
Omega Flex, Inc.

Industrials
3.25K
New
$31.19 - $36.37 $101K - $118K
3.25K $256M
AES
Aes Corp

Utilities
16.8K
New
$10.77 - $13.94 $181K - $234K
16.8K $256M
EOG
Eog Resources Inc

Energy
2K
New
$112.12 - $126.1 $224K - $252K
2K $254M
BAX
Baxter International Inc

Healthcare
6.59K
New
$21.71 - $31.23 $143K - $206K
6.59K $249M
AEM
Agnico Eagle Mines LTD

Basic Materials
5.38K
New
$116.14 - $168.56 $625K - $907K
5.38K $245M
ILMN
Illumina, Inc.

Healthcare
1.06K
New
$91.69 - $109.88 $97K - $116K
1.06K $244M
ADI
Analog Devices Inc

Technology
1.37K
New
$220.68 - $255.63 $303K - $351K
1.37K $240M
FMC
Fmc Corp

Basic Materials
3.58K
New
$33.15 - $44.45 $119K - $159K
3.58K $240M
CW
Curtiss Wright Corp

Industrials
1.21K
New
$472.43 - $542.94 $574K - $659K
1.21K $237M
FAST
Fastenal CO

Industrials
4.34K
New
$42.47 - $50.39 $184K - $219K
4.34K $237M
KBR
Kbr, Inc.

Industrials
3.95K
New
$45.52 - $51.61 $180K - $204K
3.95K $233M
TMUS
T Mobile Us, Inc.

Communication Services
1.64K
New
$226.02 - $259.01 $370K - $425K
1.64K $230M
DUK
Duke Energy Corp

Utilities
2.58K
New
$116.31 - $125.93 $300K - $325K
2.58K $228M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.96K
New
$61.95 - $80.32 $246K - $318K
3.96K $227M
OLO
Olo Inc.

Technology
37.2K
New
$8.88 - $10.48 $330K - $390K
37.2K $225M
CTSH
Cognizant Technology Solutions Corp

Technology
3.32K
New
$66.67 - $80.98 $221K - $269K
3.32K $225M
AWK
American Water Works Company, Inc.

Utilities
1.81K
New
$135.05 - $147.0 $244K - $266K
1.81K $224M
PSX
Phillips 66

Energy
1.86K
New
$118.37 - $139.46 $220K - $259K
1.86K $224M
Activity Summary
Buys All Purchases 236 New Holdings 190 Increased Positions 46 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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