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 | The PNC Financial Services Group, Inc. Common stock | $277.6K | +1K | 1,330 0.04% of portfolio | low |
| Q4 2025 as of | New | Axalta Coating Systems Ltd Common stock | $278.9K | +9K | 8,632 0.04% of portfolio | low |
| Q4 2025 as of | New | Zoetis Inc. Common stock | $280.8K | +2K | 2,232 0.04% of portfolio | low |
| Q4 2025 as of | New | Netflix Inc Common stock | $280.9K | +3K | 2,996 0.04% of portfolio | low |
| Q4 2025 as of | New | Illinois Tool Works Inc Common stock | $286.2K | +1K | 1,162 0.04% of portfolio | low |
| Q4 2025 as of | New | 05528C675 Common stock | $296.8K | +18K | 18,411 0.04% of portfolio | low |
| Q4 2025 as of | New | 31609A206 Common stock | $301.0K | +8K | 7,967 0.04% of portfolio | low |
| Q4 2025 as of | New | Nextera Energy Inc Common stock | $307.1K | +4K | 3,825 0.04% of portfolio | low |
| Q4 2025 as of | New | 46435U663 Common stock | $310.1K | +7K | 6,745 0.04% of portfolio | low |
| Q4 2025 as of | New | Allstate Corp Common stock | $311.4K | +1K | 1,496 0.04% of portfolio | low |
| Q4 2025 as of | New | 69344A800 Common stock | $315.4K | +8K | 7,502 0.04% of portfolio | low |
| Q4 2025 as of | New | 464288208 Common stock | $316.4K | +4K | 3,825 0.04% of portfolio | low |
| Q4 2025 as of | New | AbbVie Inc. Common stock | $319.0K | +1K | 1,396 0.04% of portfolio | low |
| Q4 2025 as of | New | 92189H409 Common stock | $325.9K | +6K | 6,376 0.04% of portfolio | low |
| Q4 2025 as of | New | Bank of America Corp /De Common stock | $328.1K | +6K | 5,965 0.04% of portfolio | low |
| Q4 2025 as of | New | Everus Construction Group, Inc. Common stock | $328.8K | +4K | 3,843 0.04% of portfolio | low |
| Q4 2025 as of | New | 3M Co Common stock | $329.6K | +2K | 2,059 0.04% of portfolio | low |
| Q4 2025 as of | New | International Business Machines Corp Common stock | $330.6K | +1K | 1,116 0.04% of portfolio | low |
| Q4 2025 as of | New | 464287655 Common stock | $330.8K | +1K | 1,344 0.04% of portfolio | low |
| Q4 2025 as of | New | 92203J407 Common stock | $339.9K | +7K | 7,035 0.05% of portfolio | low |
| Q4 2025 as of | New | 464287465 Common stock | $340.0K | +4K | 3,541 0.05% of portfolio | low |
| Q4 2025 as of | New | Northrop Grumman Corp Common stock | $345.5K | +606 | 606 0.05% of portfolio | low |
| Q4 2025 as of | New | Verizon Communications Inc Common stock | $347.1K | +9K | 8,523 0.05% of portfolio | low |
| Q4 2025 as of | New | 23908L306 Common stock | $351.0K | +8K | 7,525 0.05% of portfolio | low |
| Q4 2025 as of | New | 66538H369 Common stock | $352.7K | +10K | 9,847 0.05% of portfolio | low |
| Q4 2025 as of | New | 45784N775 Common stock | $353.6K | +14K | 13,933 0.05% of portfolio | low |
| Q4 2025 as of | New | Union Pacific Corp Common stock | $354.6K | +2K | 1,533 0.05% of portfolio | low |
| Q4 2025 as of | New | 33734X846 Common stock | $357.1K | +5K | 4,998 0.05% of portfolio | low |
| Q4 2025 as of | New | 14021L109 Common stock | $358.2K | +10K | 10,051 0.05% of portfolio | low |
| Q4 2025 as of | New | 46137V282 Common stock | $359.3K | +8K | 7,895 0.05% of portfolio | low |
| Q4 2025 as of | New | 78463V107 Common stock | $360.6K | +910 | 910 0.05% of portfolio | low |
| Q4 2025 as of | New | 14019W109 Common stock | $370.7K | +13K | 12,546 0.05% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $381.0K | +4K | 4,046 0.05% of portfolio | low |
| Q4 2025 as of | New | 46641Q670 Common stock | $382.9K | +8K | 8,087 0.05% of portfolio | low |
| Q4 2025 as of | New | Amgen Inc Common stock | $385.9K | +1K | 1,179 0.05% of portfolio | low |
| Q4 2025 as of | New | 78464A508 Common stock | $386.5K | +7K | 6,804 0.05% of portfolio | low |
| Q4 2025 as of | New | The Goldman Sachs Group, Inc. Common stock | $386.8K | +440 | 440 0.05% of portfolio | low |
| Q4 2025 as of | New | 46436E742 Common stock | $389.0K | +8K | 8,359 0.05% of portfolio | low |
| Q4 2025 as of | New | Jacobs Solutions Inc. Common stock | $389.2K | +3K | 2,938 0.05% of portfolio | low |
| Q4 2025 as of | New | 46434V860 Common stock | $389.6K | +8K | 7,721 0.05% of portfolio | low |
| Q4 2025 as of | New | 46138G649 Common stock | $390.0K | +2K | 1,542 0.05% of portfolio | low |
| Q4 2025 as of | New | Advanced Micro Devices Inc Common stock | $394.7K | +2K | 1,843 0.05% of portfolio | low |
| Q4 2025 as of | New | 922908629 Common stock | $396.7K | +1K | 1,367 0.05% of portfolio | low |
| Q4 2025 as of | New | 464287309 Common stock | $397.8K | +3K | 3,227 0.05% of portfolio | low |
| Q4 2025 as of | New | 82509L107 Common stock | $402.4K | +3K | 2,500 0.05% of portfolio | low |
| Q4 2025 as of | New | First Trust Exchange-Traded Fund Common stock | $416.1K | +2K | 2,015 0.06% of portfolio | low |
| Q4 2025 as of | New | Unitedhealth Group Inc Common stock | $425.5K | +1K | 1,289 0.06% of portfolio | low |
| Q4 2025 as of | New | The Boeing Company Common stock | $428.6K | +2K | 1,974 0.06% of portfolio | low |
| Q4 2025 as of | New | Coca Cola Co Common stock | $430.5K | +6K | 6,158 0.06% of portfolio | low |
| Q4 2025 as of | New | 922908751 Common stock | $432.8K | +2K | 1,678 0.06% of portfolio | low |