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Abbvie shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Abbvie (ABBV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Abbvie

Tip: Access up to 7 years of quarterly data

All positions including Abbvie held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Abbvie by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 1.4k 228.49
2025-09-30 $1.3M 8.4k 149.06
2025-06-30 $225k 1.2k 185.62

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Abbvie

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Capital Research Global Investors
Charles Schwab Investment Management
Northern Trust
FMR
Franklin Resources
Goldman Sachs Group
Bank of New York Mellon
Capital World Investors
Ubs Global Asset Management Americas

View all funds holding Abbvie