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Boeing Company shares owned by Summit Wealth Group Llc / Co

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

Historical chart of Summit Wealth Group Llc / Co investment in Boeing Company

Tip: Access up to 7 years of quarterly data

All positions including Boeing Company 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 Boeing Company by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $429k 2.0k 217.12
2025-06-30 $375k 1.8k 209.53

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 Boeing Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Newport Trust
Capital World Investors
Susquehanna International
Geode Capital Management
Loomis, Sayles and
Citadel Advisors
Jennison Associates
Massachusetts Financial Services
Jane Street
Pentwater Capital Management
Northern Trust

View all funds holding Boeing Company