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 | Home Depot, Inc. Common stock | $812.1K | +2K | 2,360 0.11% of portfolio | low |
| Q4 2025 as of | New | 25434V724 Common stock | $809.2K | +17K | 17,369 0.11% of portfolio | low |
| Q4 2025 as of | New | Oracle Corp Common stock | $808.8K | +4K | 4,150 0.11% of portfolio | low |
| Q4 2025 as of | New | 81589A403 Common stock | $804.6K | +25K | 24,903 0.11% of portfolio | low |
| Q4 2025 as of | New | Broadcom Inc. Common stock | $741.8K | +2K | 2,143 0.10% of portfolio | low |
| Q4 2025 as of | New | 921908844 Common stock | $740.4K | +3K | 3,369 0.10% of portfolio | low |
| Q4 2025 as of | New | 922042775 Common stock | $732.1K | +10K | 9,953 0.10% of portfolio | low |
| Q4 2025 as of | New | 46435U549 Common stock | $686.5K | +14K | 14,346 0.09% of portfolio | low |
| Q4 2025 as of | New | 921937835 Common stock | $684.6K | +9K | 9,243 0.09% of portfolio | low |
| Q4 2025 as of | New | Mcdonald'S Corp Common stock | $632.7K | +2K | 2,070 0.08% of portfolio | low |
| Q4 2025 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $630.6K | +2K | 2,075 0.08% of portfolio | low |
| Q4 2025 as of | New | 46432F842 Common stock | $615.0K | +7K | 6,874 0.08% of portfolio | low |
| Q4 2025 as of | New | Applied Materials Inc /De Common stock | $606.2K | +2K | 2,359 0.08% of portfolio | low |
| Q4 2025 as of | New | First Trust Exchange-Traded Fund Common stock | $603.9K | +14K | 14,112 0.08% of portfolio | low |
| Q4 2025 as of | New | 808524409 Common stock | $598.7K | +20K | 20,218 0.08% of portfolio | low |
| Q4 2025 as of | New | CrowdStrike Holdings, Inc. Common stock | $591.6K | +1K | 1,262 0.08% of portfolio | low |
| Q4 2025 as of | New | General Dynamics Corp Common stock | $584.4K | +2K | 1,736 0.08% of portfolio | low |
| Q4 2025 as of | New | 97717X594 Common stock | $559.1K | +11K | 11,489 0.07% of portfolio | low |
| Q4 2025 as of | New | 921909768 Common stock | $555.2K | +7K | 7,359 0.07% of portfolio | low |
| Q4 2025 as of | New | 922042718 Common stock | $543.2K | +4K | 3,790 0.07% of portfolio | low |
| Q4 2025 as of | New | 316188309 Common stock | $530.7K | +12K | 11,528 0.07% of portfolio | low |
| Q4 2025 as of | New | Merck & Co., Inc. Common stock | $521.7K | +5K | 4,956 0.07% of portfolio | low |
| Q4 2025 as of | New | 33737A108 Common stock | $519.1K | +3K | 3,392 0.07% of portfolio | low |
| Q4 2025 as of | New | 464287630 Common stock | $518.6K | +3K | 2,862 0.07% of portfolio | low |
| Q4 2025 as of | New | Cisco Systems, Inc. Common stock | $515.4K | +7K | 6,691 0.07% of portfolio | low |
| Q4 2025 as of | New | 46434V274 Common stock | $512.6K | +14K | 13,579 0.07% of portfolio | low |
| Q4 2025 as of | New | 25434V666 Common stock | $511.8K | +15K | 14,961 0.07% of portfolio | low |
| Q4 2025 as of | New | Micron Technology Inc Common stock | $493.5K | +2K | 1,729 0.07% of portfolio | low |
| Q4 2025 as of | New | 33738R704 Common stock | $483.8K | +5K | 4,920 0.06% of portfolio | low |
| Q4 2025 as of | New | Lockheed Martin Corp Common stock | $480.8K | +994 | 994 0.06% of portfolio | low |
| Q4 2025 as of | New | 81369Y803 Common stock | $478.1K | +3K | 3,321 0.06% of portfolio | low |
| Q4 2025 as of | New | Southern Co Common stock | $475.9K | +5K | 5,457 0.06% of portfolio | low |
| Q4 2025 as of | New | Salesforce Inc Common stock | $463.3K | +2K | 1,749 0.06% of portfolio | low |
| Q4 2025 as of | New | 14022A102 Common stock | $462.2K | +16K | 16,027 0.06% of portfolio | low |
| Q4 2025 as of | New | Chevron Corp Common stock | $451.9K | +3K | 2,965 0.06% of portfolio | low |
| Q4 2025 as of | New | AT&T Inc. Common stock | $449.7K | +18K | 18,103 0.06% of portfolio | low |
| Q4 2025 as of | New | 46137V662 Common stock | $444.8K | +4K | 4,255 0.06% of portfolio | low |
| Q4 2025 as of | New | FSSL FS Specialty Lending Fund Closed-End Fund | $440.9K | +31K | 31,179 0.06% of portfolio | low |
| Q4 2025 as of | New | Deere & Co Common stock | $438.6K | +942 | 942 0.06% of portfolio | low |
| Q4 2025 as of | New | 25434V864 Common stock | $437.3K | +9K | 9,120 0.06% of portfolio | low |
| Q4 2025 as of | New | Honeywell International Inc Common stock | $434.3K | +2K | 2,226 0.06% of portfolio | low |
| Q4 2025 as of | New | PPTA Perpetua Resources Corp. Common Stock | $434.0K | +18K | 17,926 0.06% of portfolio | low |
| Q4 2025 as of | New | 922908751 Common stock | $432.8K | +2K | 1,678 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 | The Boeing Company Common stock | $428.6K | +2K | 1,974 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 | First Trust Exchange-Traded Fund Common stock | $416.1K | +2K | 2,015 0.06% 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 | 464287309 Common stock | $397.8K | +3K | 3,227 0.05% of portfolio | low |
| Q4 2025 as of | New | 922908629 Common stock | $396.7K | +1K | 1,367 0.05% of portfolio | low |