Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
242 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | GAB Gabelli Equity Trust Inc Closed-End Fund | $70.0K | +11K | 11,348 <0.01% of portfolio | low |
| Q4 2025 as of | New | 46434V407 Common stock | $200.2K | +5K | 4,670 0.03% of portfolio | low |
| Q4 2025 as of | New | United Rentals Inc Common stock | $201.5K | +249 | 249 0.03% of portfolio | low |
| Q4 2025 as of | New | 464287804 Common stock | $203.0K | +2K | 1,689 0.03% of portfolio | low |
| Q4 2025 as of | New | 33738D309 Common stock | $203.0K | +4K | 4,425 0.03% of portfolio | low |
| Q4 2025 as of | New | 33739Q705 Common stock | $203.2K | +4K | 4,134 0.03% of portfolio | low |
| Q4 2025 as of | New | 78464A847 Common stock | $204.9K | +4K | 3,538 0.03% of portfolio | low |
| Q4 2025 as of | New | 78467X109 Common stock | $205.2K | +427 | 427 0.03% of portfolio | low |
| Q4 2025 as of | New | Black Hills Corp Common stock | $208.1K | +3K | 2,998 0.03% of portfolio | low |
| Q4 2025 as of | New | 37733W204 Common stock | $209.8K | +4K | 4,279 0.03% of portfolio | low |
| Q4 2025 as of | New | 464288810 Common stock | $210.6K | +3K | 3,388 0.03% of portfolio | low |
| Q4 2025 as of | New | 25434V732 Common stock | $211.2K | +6K | 6,384 0.03% of portfolio | low |
| Q4 2025 as of | New | Texas Instruments Inc Common stock | $213.2K | +1K | 1,229 0.03% of portfolio | low |
| Q4 2025 as of | New | 00214Q104 Common stock | $215.8K | +3K | 2,806 0.03% of portfolio | low |
| Q4 2025 as of | New | Eaton Corp plc Common stock | $220.1K | +691 | 691 0.03% of portfolio | low |
| Q4 2025 as of | New | 33739E108 Common stock | $220.3K | +12K | 12,091 0.03% of portfolio | low |
| Q4 2025 as of | New | 337344105 Common stock | $223.6K | +2K | 1,573 0.03% of portfolio | low |
| Q4 2025 as of | New | 33734Y109 Common stock | $224.7K | +2K | 1,986 0.03% of portfolio | low |
| Q4 2025 as of | New | 33740F326 Common stock | $226.2K | +8K | 7,501 0.03% of portfolio | low |
| Q4 2025 as of | New | NRG Energy Inc Common stock | $227.6K | +1K | 1,429 0.03% of portfolio | low |
| Q4 2025 as of | New | Starbucks Corp Common stock | $228.5K | +3K | 2,713 0.03% of portfolio | low |
| Q4 2025 as of | New | 46641Q134 Common stock | $228.7K | +3K | 3,054 0.03% of portfolio | low |
| Q4 2025 as of | New | 46641Q647 Common stock | $230.6K | +5K | 4,567 0.03% of portfolio | low |
| Q4 2025 as of | New | RTX Corp Common stock | $230.9K | +1K | 1,259 0.03% of portfolio | low |
| Q4 2025 as of | New | Howmet Aerospace Inc. Common stock | $237.6K | +1K | 1,159 0.03% of portfolio | low |
| Q4 2025 as of | New | Sherwin Williams Co Common stock | $238.8K | +737 | 737 0.03% of portfolio | low |
| Q4 2025 as of | New | WP Carey Inc Common stock | $241.4K | +4K | 3,751 0.03% of portfolio | low |
| Q4 2025 as of | New | IDACORP Inc Common stock | $244.5K | +2K | 1,932 0.03% of portfolio | low |
| Q4 2025 as of | New | Mastercard Inc Common stock | $245.5K | +430 | 430 0.03% of portfolio | low |
| Q4 2025 as of | New | FedEx Corp Common stock | $246.1K | +852 | 852 0.03% of portfolio | low |
| Q4 2025 as of | New | Ecolab Inc. Common stock | $248.9K | +948 | 948 0.03% of portfolio | low |
| Q4 2025 as of | New | 00162Q361 Common stock | $249.0K | +5K | 4,737 0.03% of portfolio | low |
| Q4 2025 as of | New | Realty Income Corp Common stock | $249.5K | +4K | 4,426 0.03% of portfolio | low |
| Q4 2025 as of | New | United Airlines Holdings Inc Common stock | $249.6K | +2K | 2,232 0.03% of portfolio | low |
| Q4 2025 as of | New | 78468R853 Common stock | $250.0K | +5K | 5,336 0.03% of portfolio | low |
| Q4 2025 as of | New | Dominion Energy, Inc Common stock | $251.0K | +4K | 4,283 0.03% of portfolio | low |
| Q4 2025 as of | New | Snowflake Inc. Common stock | $251.2K | +1K | 1,145 0.03% of portfolio | low |
| Q4 2025 as of | New | 33740F888 Common stock | $252.5K | +10K | 10,030 0.03% of portfolio | low |
| Q4 2025 as of | New | Align Technology, Inc. Common stock | $253.6K | +2K | 1,624 0.03% of portfolio | low |
| Q4 2025 as of | New | Abbott Laboratories Common stock | $254.1K | +2K | 2,028 0.03% of portfolio | low |
| Q4 2025 as of | New | American Express Co Common stock | $254.2K | +687 | 687 0.03% of portfolio | low |
| Q4 2025 as of | New | 464287663 Common stock | $255.6K | +2K | 2,493 0.03% of portfolio | low |
| Q4 2025 as of | New | Walt Disney Co Common stock | $257.0K | +2K | 2,259 0.03% of portfolio | low |
| Q4 2025 as of | New | Chipotle Mexican Grill Inc Common stock | $260.9K | +7K | 7,050 0.03% of portfolio | low |
| Q4 2025 as of | New | 92206C714 Common stock | $261.5K | +3K | 2,833 0.03% of portfolio | low |
| Q4 2025 as of | New | 464287689 Common stock | $265.4K | +686 | 686 0.04% of portfolio | low |
| Q4 2025 as of | New | Renasant Corp Common stock | $270.9K | +8K | 7,693 0.04% of portfolio | low |
| Q4 2025 as of | New | 47103U845 Common stock | $271.5K | +5K | 5,367 0.04% of portfolio | low |
| Q4 2025 as of | New | Intel Corp Common stock | $274.0K | +7K | 7,426 0.04% of portfolio | low |
| Q4 2025 as of | New | Xcel Energy Inc Common stock | $274.1K | +4K | 3,711 0.04% of portfolio | low |