Summit Wealth Partners, LLC Purchases in Q3 2025

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.39K
+ 13.9%
$49.05 - $49.99 $68.4K - $69.7K
11.4K $569M
JMEE
J P Morgan Exchange Traded Fd

ETFs
189
+ 1.6%
$59.19 - $64.47 $11.2K - $12.2K
12K $761M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$77.6 - $87.37 $77.6 - $87.4
12.5K $1.05B
XLU
Utilities Sector Spdr

ETFs
338
+ 6.37%
$81.14 - $87.32 $27.4K - $29.5K
5.64K $492M
SUB
Ishares Short Term National Mu

ETFs
525
+ 15.33%
$106.17 - $107.3 $55.7K - $56.3K
3.95K $422M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
830
+ 5.0%
$31.79 - $33.42 $26.4K - $27.7K
17.4K $582M
MO
Altria Group, Inc.

Consumer Defensive
23
+ 0.33%
$57.75 - $67.68 $1.33K - $1.56K
6.96K $460M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
338
+ 0.46%
$48.31 - $48.93 $16.3K - $16.5K
74.3K $3.63B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
290
+ 0.88%
$78.11 - $79.07 $22.7K - $22.9K
33.1K $2.61B
LMT
Lockheed Martin Corp

Industrials
3
+ 0.42%
$410.74 - $499.21 $1.23K - $1.5K
711 $355M
JPIE
J P Morgan Exchange Traded Fd
542
+ 8.73%
$46.01 - $46.55 $24.9K - $25.2K
6.75K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.78%
$211.65 - $238.24 $21.2K - $23.8K
5.71K $1.25B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
329
+ 0.91%
$50.81 - $51.07 $16.7K - $16.8K
36.4K $1.86B
XLE
Energy Sector Spdr

ETFs
14
+ 0.39%
$84.25 - $91.99 $1.18K - $1.29K
3.6K $321M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
510
+ 2.23%
$19.85 - $20.2 $10.1K - $10.3K
23.4K $470M
XOM
Exxon Mobil Corp

Energy
7
+ 0.36%
$105.83 - $117.22 $741 - $821
1.97K $222M
JPIN
Jp Morgan Diversified Return I

ETFs
21
+ 0.67%
$63.14 - $67.96 $1.33K - $1.43K
3.17K $211M
HON
Honeywell International Inc

Industrials
200
+ 13.4%
$207.7 - $240.4 $41.5K - $48.1K
1.69K $356M
MMM
3 M CO

Industrials
1
+ 0.04%
$144.41 - $160.2 $144 - $160
2.78K $432M
MUB
Ishares National Muni Bond ETF

ETFs
16
+ 0.5%
$103.24 - $106.68 $1.65K - $1.71K
3.2K $341M
VZ
Verizon Communications Inc

Communication Services
33
+ 0.43%
$40.84 - $45.06 $1.35K - $1.49K
7.66K $337M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
54
+ 0.21%
$25.24 - $25.56 $1.36K - $1.38K
26.1K $666M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
50
+ 0.08%
$22.84 - $22.95 $1.14K - $1.15K
63.9K $1.47B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
35
+ 0.29%
$20.41 - $20.67 $714 - $723
12.3K $252M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.11%
$65.67 - $71.67 $263 - $287
3.59K $238M
NFTY
First Tr Alphadex Fd Ii India
57
+ 0.88%
N/A
6.52K $371M
DIS
Walt Disney CO

Communication Services
1
+ 0.05%
$112.25 - $124.0 $112 - $124
2.03K $233M
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$234.77 - $292.47 $235 - $292
1.84K $518M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.12%
$157.77 - $183.27 $1.1K - $1.28K
5.72K $928M
PG
Procter & Gamble CO

Consumer Defensive
336
+ 0.66%
$150.47 - $161.22 $50.6K - $54.2K
51K $7.83B
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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