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 | 81589A304 Common stock | $91.43M | +2.2M | 2,203,137 12.12% of portfolio | high |
| Q4 2025 as of | New | 81589A700 Common stock | $62.68M | +1.9M | 1,926,871 8.31% of portfolio | high |
| Q4 2025 as of | New | 81589A106 Common stock | $44.12M | +1.1M | 1,133,245 5.85% of portfolio | medium |
| Q4 2025 as of | New | 81589A502 Common stock | $37.09M | +1.3M | 1,327,339 4.92% of portfolio | medium |
| Q4 2025 as of | New | 81589A601 Common stock | $24.67M | +793K | 792,544 3.27% of portfolio | medium |
| Q4 2025 as of | New | 808524797 Common stock | $19.08M | +696K | 695,654 2.53% of portfolio | medium |
| Q4 2025 as of | New | Apple Inc. Common stock | $14.65M | +54K | 53,886 1.94% of portfolio | medium |
| Q4 2025 as of | New | NVIDIA Corp Common stock | $12.75M | +68K | 68,389 1.69% of portfolio | medium |
| Q4 2025 as of | New | 33738R506 Common stock | $12.60M | +181K | 181,311 1.67% of portfolio | medium |
| Q4 2025 as of | New | 922908736 Common stock | $10.14M | +21K | 20,779 1.34% of portfolio | medium |
| Q4 2025 as of | New | 33733E104 Common stock | $9.52M | +103K | 102,919 1.26% of portfolio | medium |
| Q4 2025 as of | New | 25434V104 Common stock | $7.95M | +170K | 169,897 1.05% of portfolio | medium |
| Q4 2025 as of | New | 316092717 Common stock | $7.72M | +226K | 225,540 1.02% of portfolio | medium |
| Q4 2025 as of | New | 25434V872 Common stock | $6.39M | +150K | 150,188 0.85% of portfolio | medium |
| Q4 2025 as of | New | 33734H106 Common stock | $5.70M | +124K | 123,689 0.76% of portfolio | medium |
| Q4 2025 as of | New | 46137V266 Common stock | $5.37M | +115K | 115,007 0.71% of portfolio | medium |
| Q4 2025 as of | New | 233051200 Common stock | $4.64M | +96K | 96,451 0.62% of portfolio | low |
| Q4 2025 as of | New | 922908769 Common stock | $4.53M | +14K | 13,513 0.60% of portfolio | low |
| Q4 2025 as of | New | 25434V823 Common stock | $4.39M | +191K | 191,499 0.58% of portfolio | low |
| Q4 2025 as of | New | 33738D788 Common stock | $4.29M | +202K | 201,943 0.57% of portfolio | low |
| Q4 2025 as of | New | Microsoft Corp Common stock | $4.28M | +9K | 8,840 0.57% of portfolio | low |
| Q4 2025 as of | New | 922908744 Common stock | $4.24M | +22K | 22,214 0.56% of portfolio | low |
| Q4 2025 as of | New | 464287598 Common stock | $4.11M | +20K | 19,534 0.54% of portfolio | low |
| Q4 2025 as of | New | 25434V815 Common stock | $4.05M | +123K | 123,025 0.54% of portfolio | low |
| Q4 2025 as of | New | 464287200 Common stock | $3.94M | +6K | 5,755 0.52% of portfolio | low |
| Q4 2025 as of | New | 316092808 Common stock | $3.80M | +17K | 16,918 0.50% of portfolio | low |
| Q4 2025 as of | New | 25434V708 Common stock | $3.66M | +92K | 92,480 0.49% of portfolio | low |
| Q4 2025 as of | New | 78464A201 Common stock | $3.59M | +38K | 38,119 0.48% of portfolio | low |
| Q4 2025 as of | New | 66538H534 Common stock | $3.40M | +75K | 75,249 0.45% of portfolio | low |
| Q4 2025 as of | New | 464287481 Common stock | $3.19M | +23K | 23,280 0.42% of portfolio | low |
| Q4 2025 as of | New | 31609A503 Common stock | $3.10M | +85K | 85,259 0.41% of portfolio | low |
| Q4 2025 as of | New | 316092352 Common stock | $3.02M | +55K | 55,030 0.40% of portfolio | low |
| Q4 2025 as of | New | 921943858 Common stock | $2.99M | +48K | 47,859 0.40% of portfolio | low |
| Q4 2025 as of | New | Tesla Inc Common stock | $2.68M | +6K | 5,962 0.36% of portfolio | low |
| Q4 2025 as of | New | 464287606 Common stock | $2.68M | +28K | 27,618 0.35% of portfolio | low |
| Q4 2025 as of | New | Alphabet Inc. Common stock | $2.66M | +8K | 8,495 0.35% of portfolio | low |
| Q4 2025 as of | New | 464288307 Common stock | $2.56M | +32K | 32,016 0.34% of portfolio | low |
| Q4 2025 as of | New | 23908L207 Common stock | $2.55M | +50K | 49,828 0.34% of portfolio | low |
| Q4 2025 as of | New | 97717W505 Common stock | $2.51M | +49K | 48,631 0.33% of portfolio | low |
| Q4 2025 as of | New | 25434V674 Common stock | $2.51M | +48K | 48,433 0.33% of portfolio | low |
| Q4 2025 as of | New | 46090E103 Common stock | $2.43M | +4K | 3,952 0.32% of portfolio | low |
| Q4 2025 as of | New | 921932778 Common stock | $2.39M | +24K | 24,434 0.32% of portfolio | low |
| Q4 2025 as of | New | 46434V282 Common stock | $2.16M | +31K | 31,145 0.29% 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 | 464287648 Common stock | $2.08M | +6K | 6,449 0.28% 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 | 47804J206 Common stock | $2.07M | +32K | 31,642 0.27% 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 | 25434V500 Common stock | $1.98M | +28K | 28,463 0.26% of portfolio | low |
| Q4 2025 as of | New | HCA Healthcare, Inc. Common stock | $1.90M | +4K | 4,065 0.25% of portfolio | low |