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 | Caterpillar Inc Common stock | $894.3K | +2K | 1,561 0.12% of portfolio | low |
| Q4 2025 as of | New | 464287226 Common stock | $909.3K | +9K | 9,104 0.12% of portfolio | low |
| Q4 2025 as of | New | 14020G101 Common stock | $926.0K | +21K | 20,824 0.12% of portfolio | low |
| Q4 2025 as of | New | JPMorgan Chase & Co Common stock | $987.3K | +3K | 3,064 0.13% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $1.00M | +13K | 13,307 0.13% of portfolio | low |
| Q4 2025 as of | New | 14020V108 Common stock | $1.00M | +25K | 24,936 0.13% of portfolio | low |
| Q4 2025 as of | New | 25434V625 Common stock | $1.01M | +14K | 13,745 0.13% of portfolio | low |
| Q4 2025 as of | New | 69344A107 Common stock | $1.02M | +21K | 20,639 0.14% of portfolio | low |
| Q4 2025 as of | New | 31609A305 Common stock | $1.05M | +25K | 25,087 0.14% of portfolio | low |
| Q4 2025 as of | New | 33741X102 Common stock | $1.05M | +27K | 27,321 0.14% of portfolio | low |
| Q4 2025 as of | New | S&P Global Inc. Common stock | $1.06M | +2K | 2,032 0.14% of portfolio | low |
| Q4 2025 as of | New | ServiceNow Inc Common stock | $1.07M | +7K | 6,969 0.14% of portfolio | low |
| Q4 2025 as of | New | 23908L108 Common stock | $1.08M | +22K | 22,449 0.14% of portfolio | low |
| Q4 2025 as of | New | 31609A107 Common stock | $1.09M | +31K | 31,351 0.14% of portfolio | low |
| Q4 2025 as of | New | 464288414 Common stock | $1.10M | +10K | 10,239 0.15% of portfolio | low |
| Q4 2025 as of | New | 316092113 Common stock | $1.14M | +30K | 29,780 0.15% of portfolio | low |
| Q4 2025 as of | New | 922042858 Common stock | $1.14M | +21K | 21,291 0.15% of portfolio | low |
| Q4 2025 as of | New | FSCO FS Credit Opportunities Corp. Closed-End Fund | $1.16M | +184K | 183,779 0.15% of portfolio | low |
| Q4 2025 as of | New | 336917109 Common stock | $1.17M | +26K | 26,349 0.15% of portfolio | low |
| Q4 2025 as of | New | 922908363 Common stock | $1.20M | +2K | 1,921 0.16% of portfolio | low |
| Q4 2025 as of | New | 316092857 Common stock | $1.22M | +46K | 45,500 0.16% of portfolio | low |
| Q4 2025 as of | New | 78462F103 Common stock | $1.24M | +2K | 1,825 0.17% of portfolio | low |
| Q4 2025 as of | New | 808524300 Common stock | $1.34M | +41K | 41,185 0.18% of portfolio | low |
| Q4 2025 as of | New | Exxon Mobil Corp Common stock | $1.37M | +11K | 11,406 0.18% of portfolio | low |
| Q4 2025 as of | New | Costco Wholesale Corp /New Common stock | $1.38M | +2K | 1,601 0.18% of portfolio | low |
| Q4 2025 as of | New | 25434V880 Common stock | $1.42M | +43K | 43,291 0.19% of portfolio | low |
| Q4 2025 as of | New | Aflac Inc Common stock | $1.44M | +13K | 13,068 0.19% of portfolio | low |
| Q4 2025 as of | New | 922908637 Common stock | $1.44M | +5K | 4,580 0.19% of portfolio | low |
| Q4 2025 as of | New | 922908538 Common stock | $1.49M | +5K | 5,343 0.20% of portfolio | low |
| Q4 2025 as of | New | Warren E. Buffett Common stock | $1.52M | +3K | 3,026 0.20% of portfolio | low |
| Q4 2025 as of | New | 33740F755 Common stock | $1.55M | +45K | 45,113 0.20% of portfolio | low |
| Q4 2025 as of | New | Walmart Inc. Common stock | $1.55M | +14K | 13,957 0.21% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $1.56M | +19K | 18,945 0.21% of portfolio | low |
| Q4 2025 as of | New | United Parcel Service Inc Common stock | $1.58M | +16K | 15,972 0.21% of portfolio | low |
| Q4 2025 as of | New | 72201R775 Common stock | $1.62M | +17K | 17,435 0.22% of portfolio | low |
| Q4 2025 as of | New | Meta Platforms Inc Common stock | $1.66M | +3K | 2,519 0.22% of portfolio | low |
| Q4 2025 as of | New | 921937827 Common stock | $1.75M | +22K | 22,259 0.23% of portfolio | low |
| Q4 2025 as of | New | 46436E767 Common stock | $1.78M | +31K | 30,870 0.24% of portfolio | low |
| Q4 2025 as of | New | 14020W106 Common stock | $1.82M | +42K | 41,774 0.24% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $1.84M | +7K | 7,350 0.24% of portfolio | low |
| Q4 2025 as of | New | Alphabet Inc. Common stock | $1.86M | +6K | 5,926 0.25% of portfolio | low |
| Q4 2025 as of | New | 25434V757 Common stock | $1.86M | +58K | 57,792 0.25% of portfolio | low |
| Q4 2025 as of | New | HCA Healthcare, Inc. Common stock | $1.90M | +4K | 4,065 0.25% of portfolio | low |
| Q4 2025 as of | New | 25434V500 Common stock | $1.98M | +28K | 28,463 0.26% of portfolio | low |
| Q4 2025 as of | New | 25434V302 Common stock | $2.02M | +62K | 62,074 0.27% of portfolio | low |
| Q4 2025 as of | New | 47804J206 Common stock | $2.07M | +32K | 31,642 0.27% of portfolio | low |
| Q4 2025 as of | New | ELI LILLY & Co Common stock | $2.08M | +2K | 1,938 0.28% of portfolio | low |
| Q4 2025 as of | New | 464287648 Common stock | $2.08M | +6K | 6,449 0.28% of portfolio | low |
| Q4 2025 as of | New | 922908595 Common stock | $2.12M | +7K | 7,028 0.28% of portfolio | low |
| Q4 2025 as of | New | 46434V282 Common stock | $2.16M | +31K | 31,145 0.29% of portfolio | low |