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
RGEN
Repligen Corp

Healthcare
1.39K
New
$111.43 - $134.0 $155K - $187K
1.39K $222M
LSCC
Lattice Semiconductor Corp

Technology
2.56K
New
$48.73 - $74.71 $125K - $191K
2.56K $220M
KMB
Kimberly Clark Corp

Consumer Defensive
1.81K
New
$121.72 - $136.77 $221K - $248K
1.81K $219M
HLLY
Holley Inc.

Consumer Cyclical
5.64K
New
$1.99 - $4.07 $11.2K - $22.9K
5.64K $215M
ODFL
Old Dominion Freight Line, Inc.

Industrials
514
New
$138.59 - $171.12 $71.2K - $88K
514 $210M
OKE
Oneok Inc

Energy
3.29K
New
$71.36 - $83.47 $235K - $274K
3.29K $209M
Brookfield Corp
6.66K
New
N/A
6.66K $208M
ISRG
Intuitive Surgical Inc

Healthcare
704
New
$433.66 - $544.47 $305K - $383K
704 $206M
AZEK
Azek CO Inc.

Industrials
6.85K
New
$54.35 - $54.35 $372K - $372K
6.85K $204M
NRC
National Research Corp

Healthcare
4.56K
New
$12.5 - $17.01 $57K - $77.6K
4.56K $202M
HOLX
Hologic Inc

Healthcare
39.9K
New
$63.26 - $68.98 $2.52M - $2.75M
39.9K $199M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
12.6K
New
$14.19 - $15.82 $179K - $200K
12.6K $193M
RWAY
Runway Growth Finance Corp.

Financial Services
14.8K
New
$10.16 - $11.31 $150K - $167K
14.8K $189M
T
At&T Inc.

Communication Services
26.7K
+ 165.46%
$26.94 - $29.62 $719K - $790K
42.8K $643M
EFC
Ellington Financial Inc.

Real Estate
12.9K
New
$12.66 - $14.02 $164K - $182K
12.9K $161M
GSHD
Goosehead Insurance, Inc.

Financial Services
11K
New
$73.5 - $104.57 $807K - $1.15M
11K $160M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
14.3K
New
$5.76 - $7.42 $82.6K - $106K
14.3K $150M
AGNC
Agnc Investment Corp.

Real Estate
15.7K
New
$9.2 - $10.37 $144K - $163K
15.7K $148M
RC
Ready Capital Corp

Real Estate
14.6K
New
$3.71 - $4.66 $54.2K - $68.1K
14.6K $148M
MAX
Media Alpha, Inc.

Communication Services
16.5K
New
$9.56 - $13.41 $157K - $221K
16.5K $136M
FINW
Finwise Bancorp

Financial Services
15.7K
New
$15.21 - $22.49 $239K - $353K
15.7K $136M
F
Ford Motor CO

Consumer Cyclical
10.4K
New
$10.82 - $12.09 $112K - $125K
10.4K $129M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.2K
New
$13.29 - $16.05 $149K - $180K
11.2K $95.4M
HALO
Halozyme Therapeutics, Inc.

Healthcare
10.9K
New
$52.92 - $78.28 $579K - $857K
10.9K $91.2M
TTI
Tetra Technologies Inc

Energy
11.1K
New
$3.23 - $5.89 $36K - $65.6K
11.1K $71M
VIVK
Vivakor, Inc.

Energy
56.7K
New
$0.27 - $1.14 $15.3K - $64.6K
56.7K $57.8M
ASRT
Assertio Holdings, Inc.

Healthcare
11.7K
New
$0.65 - $0.97 $7.58K - $11.3K
11.7K $29.9M
PAYS
Paysign, Inc.

Technology
14.7K
New
$5.12 - $8.56 $75.4K - $126K
14.7K $28.7M
ASML
Asml Holding Nv

Technology
126
+ 44.06%
$689.63 - $968.09 $86.9K - $122K
412 $242M
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 26.25%
$293.94 - $444.72 $428K - $648K
7.01K $1.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 7.45%
$617.65 - $666.84 $88.9K - $96K
2.08K $888M
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 64.04%
$695.21 - $791.73 $951K - $1.08M
3.5K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
172
+ 10.02%
$915.95 - $994.57 $158K - $171K
1.89K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 85.95%
$357.4 - $423.42 $824K - $976K
4.99K $346M
AAPL
Apple Inc.

Technology
1.52K
+ 3.05%
$202.38 - $256.87 $308K - $391K
51.4K $8.8B
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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