Summit Wealth Partners, LLC Purchases and Sells in Q4 2024

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	87.8K + 3240.42%	$161.05 - $179.7 $14.1M - $15.8M	90.5K $15.2B
AVUS	20.3K + 27.49%	$94.36 - $102.06 $1.91M - $2.07M	94K $9.11B
IUSB	38K + 26.03%	$45.07 - $47.1 $1.71M - $1.79M	184K $8.31B
FTSM	13.8K + 33.99%	$59.74 - $60.03 $823K - $827K	54.3K $3.25B
AVGO	1.33K + 23.1%	$159.67 - $250.0 $213K - $333K	7.1K $1.65B
JMUB	12.9K + 29.94%	$50.02 - $51.24 $645K - $660K	55.9K $2.81B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	12K New	N/A	12K $623M
GOOGL	1.62K New	$161.86 - $196.66 $263K - $319K	1.62K $307M
DIS	2.11K New	$92.39 - $117.6 $194K - $248K	2.11K $234M
IBMO	8.92K New	$25.4 - $25.62 $227K - $228K	8.92K $227M
BRK-B	494 New	$442.29 - $483.08 $218K - $239K	494 $224M
TSM	1.05K New	$172.07 - $207.36 $180K - $217K	1.05K $207M

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FPEI	-146K - 81.9%	$18.62 - $19.05 $2.73M - $2.79M	32.4K $605M
USMV	-20K - 9.09%	$88.59 - $94.57 $1.77M - $1.89M	200K $17.7B
IQLT	-23.3K - 8.06%	$37.12 - $41.23 $864K - $959K	266K $9.86B
BRO	-15K - 6.34%	$100.93 - $113.42 $1.51M - $1.7M	222K $22.6B
IVV	-3.56K - 20.34%	$570.51 - $610.59 $2.03M - $2.18M	14K $8.21B
MDY	-3.15K - 48.66%	$563.99 - $620.12 $1.78M - $1.95M	3.33K $1.89B

Activity Summary All Purchases 70 New Holdings 7 Increased Positions 63 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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