Summit Wealth Group, LLC Reduced Holdings in Q4 2024

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-21K
- 40.5%
$46.33 - $48.6 $971K - $1.02M
30.8K $1.43M
2023 ETF Series Trust
-40.7K
- 10.01%
N/A
366K $10.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-10.2K
- 9.37%
$51.33 - $53.74 $522K - $547K
98.3K $5.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.76K
- 2.68%
$96.64 - $101.23 $266K - $279K
100K $9.7M
BNDX
Vanguard Total International B

ETFs
-5.54K
- 1.78%
$48.91 - $50.61 $271K - $280K
305K $15M
AAPL
Apple Inc.

Technology
-4.28K
- 16.94%
$221.69 - $259.02 $949K - $1.11M
21K $5.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.56K
- 1.79%
$58.88 - $64.8 $91.7K - $101K
85.4K $5.03M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-18.2K
- 18.48%
$22.65 - $23.8 $412K - $433K
80.3K $1.82M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-19K
- 31.26%
$24.61 - $25.12 $469K - $479K
41.9K $1.03M
DFAX
Dimensional ETF Tr
-2.28K
- 1.56%
$24.76 - $27.04 $56.5K - $61.7K
144K $3.58M
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.26K
- 23.07%
$55.1 - $61.74 $235K - $263K
14.2K $786K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.81K
- 15.83%
$100.18 - $109.1 $382K - $416K
20.3K $2.13M
NVDA
Nvidia Corp

Technology
-4.85K
- 17.15%
$117.0 - $148.88 $567K - $721K
23.4K $3.14M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.17K
- 14.96%
$106.33 - $110.69 $231K - $240K
12.3K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-111
- 6.34%
$485.52 - $625.25 $53.9K - $69.4K
1.64K $829K
VTI
Vanguard Total Stock Market Et

ETFs
-694
- 9.18%
$280.04 - $302.45 $194K - $210K
6.87K $1.99M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.87K
- 6.08%
$45.17 - $47.23 $84.6K - $88.4K
28.9K $1.31M
HYG
Ishares Tr

ETFs
-1.51K
- 37.14%
$78.09 - $80.04 $118K - $121K
2.55K $201K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.04K
- 17.89%
$74.5 - $78.37 $77.6K - $81.7K
4.78K $357K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-843
- 16.65%
$68.25 - $75.42 $57.5K - $63.6K
4.22K $289K
LLY
Eli Lilly & CO

Healthcare
-60
- 14.71%
$727.2 - $932.06 $43.6K - $55.9K
348 $269K
MU
Micron Technology Inc

Technology
-75
- 2.44%
$84.16 - $113.41 $6.31K - $8.51K
3.01K $253K
MSFT
Microsoft Corp

Technology
-21
- 0.32%
$406.35 - $454.46 $8.53K - $9.54K
6.53K $2.75M
MRK
Merck & Co., Inc.

Healthcare
-53
- 1.53%
$96.31 - $114.76 $5.1K - $6.08K
3.42K $340K
PEP
Pepsico Inc

Consumer Defensive
-41
- 1.7%
$151.29 - $176.1 $6.2K - $7.22K
2.38K $361K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-17
- 0.21%
$67.29 - $73.38 $1.14K - $1.25K
8.18K $555K
WPC
W. P. Carey Inc.

Real Estate
-108
- 2.14%
$53.44 - $61.33 $5.77K - $6.62K
4.94K $269K
ETN
Eaton Corp PLC

Industrials
-131
- 16.95%
$326.96 - $377.52 $42.8K - $49.5K
642 $213K
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.23%
$338.75 - $399.71 $678 - $799
880 $299K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.72%
$385.02 - $431.37 $5.01K - $5.61K
1.79K $696K
JNJ
Johnson & Johnson

Healthcare
-43
- 2.53%
$143.34 - $165.86 $6.16K - $7.13K
1.66K $240K
RTX
Raytheon Technologies Corp

Industrials
-24
- 0.95%
$114.45 - $127.21 $2.75K - $3.05K
2.49K $288K
COP
Conocophillips

Energy
-41
- 1.96%
$95.12 - $114.72 $3.9K - $4.7K
2.05K $203K
CVX
Chevron Corp

Energy
-30
- 1.31%
$141.15 - $162.53 $4.23K - $4.88K
2.26K $328K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17
- 0.32%
$126.68 - $134.74 $2.15K - $2.29K
5.26K $671K
CSCO
Cisco Systems, Inc.

Technology
-440
- 10.2%
$52.45 - $60.02 $23.1K - $26.4K
3.88K $229K
GOOG
Alphabet Inc.

Communication Services
-529
- 12.09%
$163.08 - $198.16 $86.3K - $105K
3.85K $733K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.66%
$554.08 - $632.68 $2.22K - $2.53K
603 $353K
HON
Honeywell International Inc

Industrials
-5
- 0.43%
$202.84 - $236.0 $1.01K - $1.18K
1.15K $260K
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 5.42%
$205.18 - $250.29 $24.6K - $30K
2.09K $502K
AVGO
Broadcom Inc.

Technology
-235
- 12.77%
$159.67 - $250.0 $37.5K - $58.8K
1.61K $372K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-197
- 0.44%
$124.61 - $133.96 $24.5K - $26.4K
44.6K $5.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-75
- 1.33%
$180.88 - $232.93 $13.6K - $17.5K
5.57K $1.22M
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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