Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
19 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 81589A205 Common stock | $88.40M | +1.9M +265418.84% | 1,917,046 11.73% of portfolio | high |
| Q4 2025 as of | Add | 46137V241 Common stock | $27.57M | +367K +10384.93% | 370,957 3.69% of portfolio | medium |
| Q4 2025 as of | Add | 25434V831 Common stock | $13.37M | +351K +8437.21% | 355,660 1.79% of portfolio | medium |
| Q4 2025 as of | Add | Amazon.com Inc Common stock | $5.40M | +23K +2275.32% | 24,442 0.75% of portfolio | medium |
| Q4 2025 as of | Add | 464287614 Common stock | $4.45M | +9K +167.60% | 15,026 0.94% of portfolio | low |
| Q4 2025 as of | Add | 46434G103 Common stock | $2.48M | +37K +1532.67% | 39,380 0.35% of portfolio | low |
| Q4 2025 as of | Add | 464287473 Common stock | $2.26M | +16K +1436.95% | 17,137 0.32% of portfolio | low |
| Q4 2025 as of | Add | 25434V203 Common stock | $1.96M | +51K +12490.51% | 51,747 0.26% of portfolio | low |
| Q4 2025 as of | Add | 78464A300 Common stock | $1.41M | +16K +212.67% | 22,809 0.28% of portfolio | low |
| Q4 2025 as of | Add | American Healthcare REIT, Inc. Common stock | $1.01M | +22K +874.28% | 24,016 0.15% of portfolio | low |
| Q4 2025 as of | Add | Visa Inc Common stock | $599.0K | +2K +685.94% | 1,957 0.09% of portfolio | low |
| Q4 2025 as of | Add | 33739Q200 Common stock | $511.4K | +10K +1850.09% | 10,784 0.07% of portfolio | low |
| Q4 2025 as of | Add | 808524771 Common stock | $484.1K | +18K +783.36% | 20,061 0.07% of portfolio | low |
| Q4 2025 as of | Add | 922908512 Common stock | $303.8K | +2K +199.19% | 2,573 0.06% of portfolio | low |
| Q4 2025 as of | Add | 33738R118 Common stock | $110.7K | +1K +117.84% | 2,113 0.03% of portfolio | low |
| Q4 2025 as of | Add | 922907746 Common stock | $82.5K | +2K +42.50% | 5,499 0.04% of portfolio | low |
| Q4 2025 as of | Add | 33734X143 Common stock | $48.4K | +425 +22.52% | 2,312 0.03% of portfolio | low |
| Q4 2025 as of | Add | Wells Fargo & COMPANY/MN Common stock | $22.4K | +240 +5.01% | 5,026 0.06% of portfolio | low |
| Q4 2025 as of | Add | Quanta Services Inc Common stock | $1.7K | +4 +0.18% | 2,194 0.12% of portfolio | low |