Summit Wealth & Retirement Planning, Inc. Incresed Positions in Q4 2024

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
38.6K
+ 20.8%
$204.21 - $220.18 $7.87M - $8.49M
224K $47.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.14M
+ 292.7%
$25.93 - $105.3 $29.6M - $120M
1.53M $42.7M
VBR
Vanguard Small Cap Value ETF

ETFs
9.05K
+ 92.48%
$197.36 - $217.3 $1.79M - $1.97M
18.8K $3.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
739
+ 6.88%
$370.24 - $418.94 $274K - $310K
11.5K $4.61M
AAPL
Apple Inc.

Technology
169
+ 0.6%
$221.69 - $259.02 $37.5K - $43.8K
28.2K $7.07M
MSFT
Microsoft Corp

Technology
1.02K
+ 13.83%
$406.35 - $454.46 $413K - $462K
8.37K $3.53M
NVDA
Nvidia Corp

Technology
714
+ 7.51%
$117.0 - $148.88 $83.5K - $106K
10.2K $1.37M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.39K
+ 30.28%
$68.06 - $76.27 $231K - $259K
14.6K $999K
GOOG
Alphabet Inc.

Communication Services
280
+ 5.42%
$163.08 - $198.16 $45.7K - $55.5K
5.44K $1.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
159K
+ 202.08%
$22.01 - $66.82 $3.5M - $10.6M
238K $5.39M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 6.76%
$180.88 - $232.93 $36.2K - $46.6K
3.16K $692K
SCHA
Schwab Strategic Tr Us Small C

ETFs
297K
+ 100.79%
$25.33 - $51.16 $7.51M - $15.2M
591K $15.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 16.79%
$442.29 - $483.08 $124K - $135K
1.95K $882K
BAC
Bank Of America Corp

Financial Services
945
+ 7.12%
$39.22 - $47.77 $37.1K - $45.1K
14.2K $624K
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 16.85%
$873.59 - $994.69 $66.4K - $75.6K
527 $482K
VB
Vanguard Small Cap ETF

ETFs
197
+ 8.65%
$233.76 - $261.58 $46.1K - $51.5K
2.48K $594K
JNJ
Johnson & Johnson

Healthcare
510
+ 33.22%
$143.34 - $165.86 $73.1K - $84.6K
2.05K $295K
JEPI
J P Morgan Exchange Traded Fd

ETFs
832
+ 21.45%
$57.53 - $60.83 $47.9K - $50.6K
4.71K $270K
HD
Home Depot, Inc.

Consumer Cyclical
152
+ 12.32%
$385.02 - $431.37 $58.5K - $65.6K
1.39K $539K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.04%
$52.45 - $60.02 $105 - $120
4.95K $292K
PANW
Palo Alto Networks Inc

Technology
1.21K
+ 100.0%
$181.96 - $405.9 $219K - $489K
2.41K $438K
ABBV
Abb Vie Inc.

Healthcare
205
+ 16.4%
$164.99 - $203.87 $33.8K - $41.8K
1.46K $258K
Ea Series Trust
5.99K
+ 4.94%
N/A
127K $0
XOM
Exxon Mobil Corp

Energy
500
+ 7.94%
$105.51 - $125.37 $52.8K - $62.7K
6.8K $731K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.3K
+ 194.99%
$26.93 - $84.95 $466K - $1.47M
26.2K $715K
MRK
Merck & Co., Inc.

Healthcare
133
+ 2.93%
$96.31 - $114.76 $12.8K - $15.3K
4.68K $465K
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.18%
$47.57 - $52.44 $951 - $1.05K
11.1K $528K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
931
+ 0.64%
$109.14 - $121.63 $102K - $113K
146K $16.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.3K
+ 1.39%
$26.63 - $30.23 $194K - $221K
532K $14.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.07M
+ 198.79%
$25.79 - $80.4 $27.7M - $86.3M
1.61M $42.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
602K
+ 105.28%
$18.41 - $40.87 $11.1M - $24.6M
1.17M $21.7M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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