Summit Wealth Partners, LLC Sells in Q4 2024

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IOCT
Innovator Etfs Tr Intl Dev Pow
-2.59K
- 18.37%
N/A
11.5K $337M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-438
- 2.08%
$40.41 - $45.12 $17.7K - $19.8K
20.6K $835M
HYG
Ishares Tr

ETFs
-822
- 5.14%
$78.09 - $80.04 $64.2K - $65.8K
15.2K $1.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-661
- 2.95%
$77.86 - $79.27 $51.5K - $52.4K
21.8K $1.7B
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 18.0%
$205.18 - $250.29 $208K - $253K
4.61K $1.11B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-172
- 0.22%
$47.58 - $48.56 $8.18K - $8.35K
76.9K $3.67B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.08K
- 5.73%
$43.44 - $45.05 $46.8K - $48.5K
17.7K $769M
LLY
Eli Lilly & CO

Healthcare
-28
- 5.82%
$727.2 - $932.06 $20.4K - $26.1K
453 $350M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-396
- 1.53%
$77.02 - $78.58 $30.5K - $31.1K
25.5K $1.97B
TSLA
Tesla, Inc.

Consumer Cyclical
-727
- 43.38%
$213.65 - $479.86 $155K - $349K
949 $383M
MUB
Ishares National Muni Bond ETF

ETFs
-415
- 9.8%
$105.78 - $108.7 $43.9K - $45.1K
3.82K $407M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.89K
- 2.41%
$23.25 - $23.37 $44K - $44.3K
76.7K $1.79B
CAT
Caterpillar Inc

Industrials
-10
- 0.59%
$360.37 - $416.88 $3.6K - $4.17K
1.67K $607M
EEMV
Ishares Msci Emerging Markets

ETFs
-517
- 12.44%
$57.85 - $63.11 $29.9K - $32.6K
3.64K $211M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-713
- 5.75%
$60.1 - $66.4 $42.9K - $47.3K
11.7K $707M
AOA
Ishares Tr Core Aggressive All

ETFs
-144
- 0.93%
$76.61 - $79.88 $11K - $11.5K
15.4K $1.18B
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.34K
- 11.69%
$38.63 - $40.03 $51.6K - $53.5K
10.1K $399M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.15K
- 4.26%
$24.82 - $25.48 $28.6K - $29.4K
25.9K $646M
PFF
Ishares Trust Ishares Pfd And

ETFs
-102
- 0.46%
$31.23 - $33.51 $3.19K - $3.42K
22.2K $699M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.34K
- 8.27%
$22.71 - $23.47 $30.3K - $31.4K
14.8K $338M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.27K
- 17.18%
$35.94 - $36.85 $45.7K - $46.9K
6.13K $226M
IBDV
Ishares Tr

Technology
-1.42K
- 12.64%
$21.24 - $22.15 $30.1K - $31.4K
9.8K $209M
First Tr Exchng Traded Fd Vi
-1.16K
- 9.75%
N/A
10.7K $393M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.51K
- 8.64%
$20.6 - $20.71 $31.1K - $31.3K
16K $330M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-925
- 2.43%
$25.0 - $25.11 $23.1K - $23.2K
37.1K $929M
PM
Philip Morris International Inc.

Consumer Defensive
-90
- 1.56%
$118.38 - $133.06 $10.7K - $12K
5.69K $685M
CVX
Chevron Corp

Energy
-75
- 3.48%
$141.15 - $162.53 $10.6K - $12.2K
2.08K $301M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-168
- 0.41%
$23.03 - $23.33 $3.87K - $3.92K
40.9K $947M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-278
- 1.55%
$23.88 - $24.32 $6.64K - $6.76K
17.7K $424M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-423
- 1.77%
$23.08 - $23.28 $9.76K - $9.85K
23.4K $544M
Innovator Etfs Trust
-823
- 5.64%
N/A
13.8K $355M
BNDX
Vanguard Total International B

ETFs
-3
- 0.07%
$48.91 - $50.61 $147 - $152
4.45K $218M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-488
- 2.66%
$29.73 - $30.81 $14.5K - $15K
17.8K $543M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-34
- 1.89%
$278.19 - $315.36 $9.46K - $10.7K
1.76K $507M
BAUG
Innovator U.S. Equity Buffer E
-117
- 2.3%
N/A
4.97K $216M
MO
Altria Group, Inc.

Consumer Defensive
-175
- 2.48%
$49.06 - $57.74 $8.59K - $10.1K
6.89K $360M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 0.33%
$417.69 - $450.94 $12.5K - $13.5K
8.98K $3.82B
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 0.57%
$280.04 - $302.45 $5.88K - $6.35K
3.69K $1.07B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4
- 0.12%
$129.96 - $144.97 $520 - $580
3.2K $446M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-31
- 1.52%
$316.94 - $357.88 $9.83K - $11.1K
2.01K $691M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-378
- 1.0%
$53.94 - $58.15 $20.4K - $22K
37.4K $2.11B
TPYP
Managed Portfolio Ser Tortoise

ETFs
-447
- 2.04%
$31.7 - $36.82 $14.2K - $16.5K
21.4K $730M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.36K
- 3.52%
$481.22 - $538.17 $655K - $732K
37.2K $19B
AAPL
Apple Inc.

Technology
-30
- 0.15%
$221.69 - $259.02 $6.65K - $7.77K
20K $5.01B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.31K
- 4.22%
$370.24 - $418.94 $854K - $966K
52.4K $21B
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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