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Summit Wealth Partners

Latest statistics and disclosures from Summit Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are QUAL, AGG, BRO, IWF, USMV, and represent 22.42% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: PAPR, AVUS, NAPR, IVV, IUSB, NVDA, AGG, IDEV, ILTB, ICOW.
Started 12 new stock positions in URA, PAPR, VGT, AMD, DYNF, MMM, GOOGL, GDX, BITB, JMEE. GMAR, COST.
Reduced shares in these 10 stocks: PJUL, NJUL, USMV, IWF, REGL, IWB, IBTE, IQLT, QUAL, VWO.
Sold out of its positions in DIS, GAUG, KJAN, IJAN, POCT, IPG, ACWX, IDV, IBHG, GLD.
Summit Wealth Partners was a net buyer of stock by $11M.
Summit Wealth Partners has $482M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 223 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.3	$25M	-3%	148k	170.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.7	$23M	+6%	232k	97.07	View chart
Brown & Brown (BRO)	4.4	$21M	-3%	237k	89.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.2	$20M	-6%	56k	364.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.9	$19M	-11%	222k	83.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$19M		39k	479.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.7	$18M		353k	50.47	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.5	$17M		326k	51.24	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.6	$13M	+3%	245k	51.26	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.4	$12M	-7%	295k	39.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$11M	-3%	145k	72.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.1	$9.9M	-5%	83k	118.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$9.9M	+10%	105k	93.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.0	$9.7M	-10%	33k	297.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$8.9M	+32%	16k	547.23	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.8	$8.7M	+3%	206k	42.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$8.3M		15k	544.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.7	$8.2M	-6%	101k	81.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$6.9M	-4%	34k	202.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$6.1M	-3%	51k	118.78	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$5.4M	+60%	120k	45.22	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.0	$5.0M	-20%	68k	73.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$4.9M	+339%	54k	90.19	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$4.5M		41k	108.70	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$4.5M	-5%	147k	30.63	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.9	$4.5M	+304%	94k	47.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$4.4M		77k	56.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.3M	+2%	74k	58.52	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.9	$4.2M	NEW	123k	34.66	View chart
Apple (AAPL)	0.9	$4.2M	+4%	20k	210.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.9M	-9%	18k	218.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$3.8M	+2%	53k	72.05	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$3.7M	-4%	78k	47.37	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$3.5M		9.0k	391.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$3.5M		6.5k	535.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$3.3M	+16%	31k	106.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$3.0M	+2%	34k	88.13	View chart
Microsoft Corporation (MSFT)	0.6	$2.9M	+14%	6.5k	446.98	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.6	$2.7M	+66%	53k	49.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.6M	-24%	60k	43.76	View chart
NVIDIA Corporation (NVDA)	0.5	$2.3M	+697%	19k	123.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$2.2M	-8%	97k	22.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$2.2M	+34%	47k	46.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$2.1M	+8%	42k	50.38	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$2.1M	+50%	62k	33.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$2.0M	+80%	33k	61.09	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.4	$2.0M		111k	18.37	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$2.0M	+107%	67k	30.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$2.0M	+5%	34k	57.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$2.0M	-2%	26k	76.70	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$1.9M	+102%	44k	43.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.9M	+11%	35k	54.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.9M	+5%	28k	67.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.8M	-4%	23k	77.28	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$1.7M	+16%	75k	23.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.7M	+29%	31k	55.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.7M	+32%	19k	86.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M		14k	120.98	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.6M	-11%	27k	59.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.6M	+89%	4.3k	373.97	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.6M	+374%	24k	65.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.6M	+3%	44k	35.62	View chart
Merck & Co (MRK)	0.3	$1.5M		13k	123.80	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.5M	+9%	20k	77.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$1.5M	-13%	15k	96.13	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M		10k	146.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.5M	+27%	18k	79.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.5M	-4%	19k	77.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$1.4M	-7%	42k	33.81	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.3	$1.3M		25k	51.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.3M		7.0k	182.55	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.3	$1.2M	-45%	52k	23.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.2M	+179%	20k	62.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$1.2M	-33%	70k	17.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M		21k	57.61	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.2M	-7%	24k	50.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M	+8%	11k	110.35	View chart
Nextera Energy (NEE)	0.2	$1.1M		16k	70.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M		5.3k	202.25	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$1.1M	+6%	14k	74.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M	-5%	29k	37.47	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.0M	NEW	31k	32.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M		6.1k	164.28	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$995k	+29%	44k	22.65	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$957k	+95%	36k	26.32	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$945k		38k	24.97	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$941k	-3%	41k	22.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$905k	-4%	3.7k	242.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$903k		3.4k	267.52	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$855k	-8%	16k	53.53	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$834k	+10%	34k	24.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$832k	+35%	19k	43.31	View chart
Amazon (AMZN)	0.2	$831k		4.3k	193.25	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$811k	+2%	19k	43.01	View chart
Listed Fd Tr Trueshares Strct (JULZ)	0.2	$806k		20k	40.47	View chart
Broadcom (AVGO)	0.2	$801k	+100%	499.00	1605.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$777k	NEW	22k	35.44	View chart
UnitedHealth (UNH)	0.2	$751k	-10%	1.5k	509.26	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$750k		13k	56.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$747k	-2%	13k	58.64	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$738k	-5%	31k	23.82	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$734k	-16%	29k	25.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$710k		23k	31.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$696k		6.0k	115.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$686k	-2%	4.3k	160.41	View chart
South State Corporation (SSB)	0.1	$673k		8.8k	76.42	View chart
Pfizer (PFE)	0.1	$670k		24k	27.98	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$670k		27k	24.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$668k		10k	64.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$642k		2.0k	314.25	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$642k	+201%	29k	22.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$639k	-14%	16k	40.23	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$637k	-31%	22k	28.83	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$633k	+3%	13k	50.74	View chart
Automatic Data Processing (ADP)	0.1	$611k		2.6k	238.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$610k		12k	49.42	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$601k		30k	20.29	View chart
Philip Morris International (PM)	0.1	$585k		5.8k	101.33	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$575k		5.1k	112.40	View chart
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)	0.1	$574k	NEW	10k	56.64	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$574k	-85%	9.7k	59.46	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$573k	+5%	12k	48.32	View chart
Abbvie (ABBV)	0.1	$564k		3.3k	171.53	View chart
Caterpillar (CAT)	0.1	$561k		1.7k	333.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$560k	-3%	22k	26.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$559k		19k	28.92	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$554k	-13%	5.2k	107.12	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$554k	-5%	24k	23.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$546k		19k	29.56	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$530k		11k	50.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$530k	-88%	14k	38.85	View chart
Home Depot (HD)	0.1	$518k		1.5k	344.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$502k	-4%	23k	21.75	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$502k		4.8k	104.64	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$489k	+48%	11k	46.44	View chart
Bitwise Funds Trust Bitcoin And Ethe (BTOP)	0.1	$476k		10k	46.35	View chart
Oracle Corporation (ORCL)	0.1	$476k	-9%	3.4k	141.20	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$473k	+12%	15k	31.99	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$472k		1.8k	262.53	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$469k		4.0k	118.51	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$463k	+9%	10k	46.39	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$456k	-5%	9.5k	48.05	View chart
Procter & Gamble Company (PG)	0.1	$446k	-21%	2.7k	164.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$439k		22k	20.45	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$426k	+4%	18k	23.73	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$424k	-22%	3.5k	120.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$420k	+9%	2.3k	183.45	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$410k	+6%	7.0k	58.56	View chart
Paychex (PAYX)	0.1	$410k	-21%	3.5k	118.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$409k		3.2k	127.48	View chart
Air Products & Chemicals (APD)	0.1	$406k		1.6k	258.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$406k	-15%	11k	37.92	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$402k	-29%	11k	36.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$395k		3.7k	106.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$390k		2.1k	182.54	View chart
At&t (T)	0.1	$389k		20k	19.11	View chart
Tesla Motors (TSLA)	0.1	$384k	-6%	1.9k	197.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$374k		3.2k	115.11	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$366k	+12%	16k	22.67	View chart
Eli Lilly & Co. (LLY)	0.1	$360k		398.00	905.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$354k		3.4k	104.55	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$349k		5.3k	65.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$347k	-12%	10k	34.11	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$343k	+9%	17k	19.77	View chart
Meta Platforms Cl A (META)	0.1	$337k		668.00	504.22	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$335k	-2%	7.4k	45.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$332k		9.5k	35.13	View chart
Honeywell International (HON)	0.1	$327k	+6%	1.5k	213.54	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$327k		3.9k	82.83	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$325k		8.1k	40.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$324k	-17%	7.2k	45.10	View chart
Verizon Communications (VZ)	0.1	$321k	-8%	7.8k	41.24	View chart
Altria (MO)	0.1	$321k		7.0k	45.55	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$321k	-2%	12k	27.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$320k	-16%	7.3k	43.76	View chart
Allstate Corporation (ALL)	0.1	$319k		2.0k	159.66	View chart
International Business Machines (IBM)	0.1	$317k		1.8k	172.92	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$311k		1.2k	264.30	View chart
Listed Fd Tr Trueshares Struc (AUGZ)	0.1	$310k	-14%	8.2k	37.96	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$304k		7.3k	41.49	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$300k		11k	27.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$300k		6.8k	44.08	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$298k		4.3k	69.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$294k	+5%	588.00	499.79	View chart
Chevron Corporation (CVX)	0.1	$293k		1.9k	156.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$289k		619.00	466.72	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$282k	NEW	8.3k	33.93	View chart
Darden Restaurants (DRI)	0.1	$281k		1.9k	151.32	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$278k		14k	19.95	View chart
Amgen (AMGN)	0.1	$275k		881.00	312.45	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$263k		4.6k	57.21	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$260k	-2%	5.7k	45.71	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$260k	NEW	5.5k	46.94	View chart
Ecolab (ECL)	0.1	$260k		1.1k	238.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$257k		4.3k	60.08	View chart
Global X Fds Global X Uranium (URA)	0.1	$256k	NEW	8.8k	28.95	View chart
Southern Company (SO)	0.1	$255k		3.3k	77.57	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$249k	+10%	8.9k	28.12	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$244k	-27%	11k	23.24	View chart
Northrop Grumman Corporation (NOC)	0.1	$243k		558.00	435.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$242k		3.1k	78.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$242k		5.5k	43.93	View chart
Marriott Intl Cl A (MAR)	0.1	$242k		1.0k	241.77	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$239k		11k	21.26	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$234k		4.7k	49.24	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$234k		5.3k	43.95	View chart
Advanced Micro Devices (AMD)	0.0	$231k	NEW	1.4k	162.21	View chart
Coca-Cola Company (KO)	0.0	$230k		3.6k	63.65	View chart
Ishares Tr Ibonds Dec (IBMM)	0.0	$229k		8.8k	26.05	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$220k		8.3k	26.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$220k	-12%	6.1k	36.30	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$213k		4.2k	51.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$213k		5.8k	36.66	View chart
Intel Corporation (INTC)	0.0	$213k		6.9k	30.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$208k	NEW	1.1k	182.16	View chart
Costco Wholesale Corporation (COST)	0.0	$206k	NEW	242.00	850.17	View chart
3M Company (MMM)	0.0	$202k	NEW	2.0k	102.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$202k	NEW	350.00	576.59	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$201k	-10%	5.0k	40.57	View chart
Denison Mines Corp (DNN)	0.0	$101k		51k	1.99	View chart
Nexgen Energy (NXE)	0.0	$72k		10k	6.98	View chart
Encore Energy Corp Com New (EU)	0.0	$51k		13k	3.94	View chart
American Lithium Corp Com New (AMLI)	0.0	$5.8k		10k	0.56	View chart

Past Filings by Summit Wealth Partners

SEC 13F filings are viewable for Summit Wealth Partners going back to 2019

Summit Wealth Partners 2024 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2024 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q3 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q4 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q3 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q4 filed Sept. 11, 2024
Summit Wealth Partners 2021 Q1 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q2 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q3 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q4 filed Sept. 10, 2024
Summit Wealth Partners 2020 Q1 filed Sept. 10, 2024
Summit Wealth Partners 2020 Q2 filed Sept. 10, 2024

View all past filings

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