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
RSG
Republic Services, Inc.

Industrials
4.18K
New
$225.33 - $246.01 $942K - $1.03M
4.18K $596M
MS
Morgan Stanley

Financial Services
7.2K
New
$139.09 - $161.16 $1M - $1.16M
7.2K $588M
BMY
Bristol Myers Squibb CO

Healthcare
9.86K
New
$43.31 - $48.98 $427K - $483K
9.86K $572M
BIIB
Biogen Inc.

Healthcare
2.15K
New
$122.68 - $148.84 $263K - $319K
2.15K $552M
ATEC
Alphatec Holdings, Inc.

Healthcare
40K
New
$10.31 - $16.55 $412K - $662K
40K $519M
DAL
Delta Air Lines, Inc.

Industrials
13.8K
New
$49.0 - $61.97 $674K - $853K
13.8K $509M
PLD
Prologis, Inc.

Real Estate
4.52K
New
$104.08 - $115.35 $471K - $522K
4.52K $508M
SNA
Snap On Inc

Industrials
1.97K
New
$313.01 - $346.53 $617K - $683K
1.97K $503M
PCG
Pg&E Corp

Utilities
30.9K
New
$13.0 - $15.73 $401K - $486K
30.9K $498M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5.68K
New
$96.73 - $137.09 $550K - $779K
5.68K $489M
MET
Metlife Inc

Financial Services
7.68K
New
$73.82 - $82.37 $567K - $633K
7.68K $483M
IBM
International Business Machines Corp

Technology
7.73K
+ 850.99%
$234.77 - $292.47 $1.81M - $2.26M
8.64K $747M
CVS
Cvs Health Corp

Healthcare
6.84K
New
$58.75 - $76.5 $402K - $523K
6.84K $478M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.68K
New
$265.78 - $299.3 $447K - $503K
1.68K $476M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.3K
New
$99.92 - $146.67 $429K - $630K
4.3K $472M
LUV
Southwest Airlines CO

Industrials
17.3K
New
$29.06 - $37.7 $503K - $652K
17.3K $468M
SONY
Sony Group Corp

Technology
5.66K
New
$23.92 - $30.07 $135K - $170K
5.66K $467M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.26K
New
$184.73 - $220.27 $602K - $717K
3.26K $466M
HLN
Haleon PLC

Healthcare
6.23K
New
$8.72 - $10.35 $54.4K - $64.5K
6.23K $465M
FIX
Comfort Systems Usa Inc

Industrials
2.72K
New
$521.66 - $825.18 $1.42M - $2.25M
2.72K $464M
SBUX
Starbucks Corp

Consumer Cyclical
5.01K
+ 173.83%
$81.9 - $96.86 $410K - $485K
7.89K $720M
Crane Company
5.13K
New
N/A
5.13K $456M
DG
Dollar General Corp

Consumer Defensive
4.28K
New
$101.86 - $116.32 $436K - $498K
4.28K $453M
MCD
Mcdonalds Corp

Consumer Cyclical
1.88K
+ 98.43%
$291.67 - $316.99 $547K - $594K
3.78K $996M
CI
Cigna Corp

Healthcare
1.52K
New
$262.23 - $334.39 $398K - $508K
1.52K $435M
NVT
N Vent Electric PLC

Industrials
8.1K
New
$72.16 - $100.25 $585K - $812K
8.1K $429M
SHEL
Shell PLC

Energy
6.67K
New
$69.82 - $73.93 $465K - $493K
6.67K $429M
FE
Firstenergy Corp

Utilities
12.5K
New
$39.76 - $45.82 $499K - $575K
12.5K $429M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.86K
New
$220.33 - $265.97 $409K - $494K
1.86K $427M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.87K
New
$97.53 - $115.95 $377K - $449K
3.87K $423M
TTWO
Take Two Interactive Software Inc

Communication Services
2.99K
New
$217.37 - $259.96 $650K - $777K
2.99K $419M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
5.37K
New
$123.13 - $140.8 $662K - $757K
5.37K $415M
ITW
Illinois Tool Works Inc

Industrials
2.19K
+ 200.83%
$252.31 - $269.41 $552K - $589K
3.28K $682M
MEDP
Medpace Holdings, Inc.

Healthcare
1.63K
New
$308.88 - $514.16 $503K - $838K
1.63K $394M
ESS
Essex Property Trust, Inc.

Real Estate
1.86K
New
N/A
1.86K $394M
AMD
Advanced Micro Devices Inc

Technology
3.83K
New
$134.8 - $184.42 $516K - $706K
3.83K $393M
DIOD
Diodes Inc

Technology
4.91K
New
$47.17 - $57.76 $232K - $284K
4.91K $387M
FCX
Freeport Mcmoran Inc

Basic Materials
10.3K
New
$35.34 - $47.21 $364K - $487K
10.3K $385M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
956
New
$473.44 - $553.71 $453K - $529K
956 $382M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17K
New
$21.89 - $23.17 $373K - $394K
17K $377M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.05K
New
$85.84 - $99.09 $348K - $401K
4.05K $371M
GLW
Corning Inc

Technology
12.1K
New
$51.6 - $82.03 $625K - $993K
12.1K $369M
WMB
Williams Companies, Inc.

Energy
10.9K
New
$56.52 - $64.01 $618K - $699K
10.9K $368M
ALGN
Align Technology Inc

Healthcare
1.19K
New
$124.88 - $207.19 $149K - $247K
1.19K $363M
RJF
Raymond James Financial Inc

Financial Services
3.53K
New
$154.64 - $176.43 $545K - $622K
3.53K $354M
USB
Us Bancorp \De\

Financial Services
10.7K
New
$43.94 - $50.41 $468K - $537K
10.7K $352M
USPH
U S Physical Therapy Inc

Healthcare
3.77K
New
$69.98 - $88.52 $264K - $334K
3.77K $346M
MTD
Mettler Toledo International Inc

Healthcare
310
New
$1166.48 - $1324.06 $362K - $410K
310 $344M
TSCO
Tractor Supply CO

Consumer Cyclical
1.68K
New
$54.08 - $62.65 $90.6K - $105K
1.68K $340M
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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