Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
508 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Exit | Weatherford International PLC Common stock | $-422.8K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Bright Minds Biosciences Inc. Common stock | $-418.4K | -6K -100.00% | 0 | 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 | Exit | 81369Y886 Common stock | $-416.1K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-413.5K | -5K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 50186V102 Common stock | $-409.9K | -5K -100.00% | 0 | 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 | Exit | Atmos Energy Corp Common stock | $-397.2K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Ralph Lauren Corp Common stock | $-397.1K | -2K -100.00% | 0 | low |
| Q4 2025 as of | New | 922908629 Common stock | $396.7K | +1K | 1,367 0.05% of portfolio | low |
| Q4 2025 as of | Exit | Brunswick Corp Common stock | $-395.8K | -6K -100.00% | 0 | 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 | 46138G649 Common stock | $390.0K | +2K | 1,542 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 | Exit | LyondellBasell Industries N.V. Common stock | $-389.4K | -3K -100.00% | 0 | 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 | 46436E742 Common stock | $389.0K | +8K | 8,359 0.05% of portfolio | low |
| Q4 2025 as of | Exit | Skywest Inc Common stock | $-388.7K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Joby Aviation, Inc. Common stock | $-387.4K | -2K -100.00% | 0 | 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 | 78464A508 Common stock | $386.5K | +7K | 6,804 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 | Exit | Stock Yards Bancorp, Inc. Common stock | $-384.5K | -8K -100.00% | 0 | low |
| Q4 2025 as of | New | 46641Q670 Common stock | $382.9K | +8K | 8,087 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 | Exit | 78467Y107 Common stock | $-377.6K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | T Rowe Price Group Inc Common stock | $-373.9K | -8K -100.00% | 0 | low |
| Q4 2025 as of | New | 14019W109 Common stock | $370.7K | +13K | 12,546 0.05% of portfolio | low |
| Q4 2025 as of | Exit | 372303206 Common stock | $-368.6K | -608 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Standex International CORP/DE Common stock | $-367.9K | -7K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 67092P409 Common stock | $-363.6K | -13K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Hartford Insurance Group, Inc. Common stock | $-362.6K | -18K -100.00% | 0 | low |
| Q4 2025 as of | New | 78463V107 Common stock | $360.6K | +910 | 910 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 | 14021L109 Common stock | $358.2K | +10K | 10,051 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 | Exit | 981064108 Common stock | $-356.9K | -8K -100.00% | 0 | 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 | 45784N775 Common stock | $353.6K | +14K | 13,933 0.05% of portfolio | low |
| Q4 2025 as of | Exit | 74051N102 Common stock | $-353.4K | -10K -100.00% | 0 | low |
| Q4 2025 as of | New | 66538H369 Common stock | $352.7K | +10K | 9,847 0.05% of portfolio | low |
| Q4 2025 as of | Exit | 46137V472 Common stock | $-352.6K | -2K -100.00% | 0 | low |
| Q4 2025 as of | New | 23908L306 Common stock | $351.0K | +8K | 7,525 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 | Exit | Sea Ltd Common stock | $-345.6K | -14K -100.00% | 0 | low |