Summit Wealth Group, LLC Purchases in Q4 2024

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
73.3K
+ 90.63%
$49.79 - $51.14 $3.65M - $3.75M
154K $7.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 1.16%
$521.84 - $558.82 $721K - $772K
121K $65M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21.7K
+ 4.06%
$33.92 - $36.6 $737K - $795K
557K $19.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.86K
+ 4.5%
$201.32 - $217.44 $577K - $623K
66.6K $13.8M
VXF
Vanguard Extended Market ETF

ETFs
968
+ 1.48%
$179.17 - $207.15 $173K - $201K
66.2K $12.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.6K
+ 67.63%
$22.39 - $23.45 $641K - $671K
70.9K $1.63M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.72K
+ 4.05%
$63.58 - $71.15 $363K - $407K
147K $9.55M
CMF
Ishares California Muni Bond E

ETFs
6.44K
New
$56.66 - $58.1 $365K - $374K
6.44K $369K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.6K
New
$61.87 - $64.86 $347K - $363K
5.6K $347K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.35K
New
$36.54 - $37.53 $342K - $351K
9.35K $344K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.47K
New
N/A
4.47K $282K
ESPR
Esperion Therapeutics, Inc.

Healthcare
117K
+ 292.5%
$1.61 - $3.83 $188K - $448K
157K $345K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.19K
New
$74.68 - $81.45 $238K - $259K
3.19K $238K
NOW
Service Now, Inc.

Technology
218
New
$867.18 - $1148.42 $189K - $250K
218 $231K
AXON
Axon Enterprise, Inc.

Industrials
4
+ 0.4%
$399.22 - $689.78 $1.6K - $2.76K
1.01K $600K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.55K
+ 4.27%
$50.35 - $50.69 $229K - $231K
111K $5.6M
MBB
Ishares Tr

ETFs
2.5K
+ 30.53%
$91.26 - $95.82 $228K - $240K
10.7K $980K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.63K
+ 3.38%
$40.38 - $44.35 $349K - $383K
264K $10.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.06K
+ 8.05%
$33.62 - $35.69 $170K - $181K
67.9K $2.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
144K
+ 109.27%
$25.74 - $53.78 $3.7M - $7.73M
275K $7.11M
XOM
Exxon Mobil Corp

Energy
707
+ 31.86%
$105.51 - $125.37 $74.6K - $88.6K
2.93K $315K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.79K
+ 3.94%
$104.01 - $115.38 $186K - $207K
47.3K $4.99M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
628
+ 2.05%
$41.09 - $45.94 $25.8K - $28.9K
31.3K $1.31M
MLI
Mueller Industries Inc

Industrials
11
+ 0.25%
$71.2 - $95.34 $783 - $1.05K
4.37K $347K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.34K
+ 300.0%
$25.93 - $105.3 $164K - $668K
8.46K $236K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.87K
+ 3.99%
$49.87 - $52.46 $143K - $151K
74.9K $3.74M
IBM
International Business Machines Corp

Technology
3
+ 0.3%
$204.9 - $238.04 $615 - $714
1.01K $223K
LANC
Lancaster Colony Corp

Consumer Defensive
14
+ 0.57%
$172.18 - $200.28 $2.41K - $2.8K
2.47K $427K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.7K
+ 100.0%
$22.63 - $47.53 $129K - $271K
11.4K $259K
IXUS
Ishares Tr

ETFs
559
+ 6.84%
$65.95 - $72.56 $36.9K - $40.6K
8.73K $577K
IEMG
Ishares Inc

ETFs
95
+ 1.91%
N/A
5.08K $265K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
460
+ 3.04%
$33.39 - $37.66 $15.4K - $17.3K
15.6K $521K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
615
+ 3.49%
$75.65 - $83.47 $46.5K - $51.3K
18.2K $1.39M
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.76K
+ 4.11%
$22.72 - $25.76 $85.3K - $96.7K
95.2K $2.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.7K
+ 4.52%
$44.04 - $49.49 $207K - $232K
109K $4.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.61K
+ 5.94%
$87.1 - $98.49 $227K - $257K
46.5K $4.06M
VHT
Vanguard Health Care ETF

ETFs
791
+ 3.42%
$250.81 - $283.3 $198K - $224K
23.9K $6.07M
VEA
Vanguard Ftse Developed Market

ETFs
13.9K
+ 4.77%
$47.57 - $52.44 $662K - $729K
305K $14.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.03K
+ 0.21%
$71.75 - $75.11 $73.7K - $77.1K
483K $34.7M
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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