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Fidelity Blue Chip Growth shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth 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 Fidelity Blue Chip Growth by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 55k 54.84
2025-06-30 $2.7M 57k 48.24

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 Fidelity Blue Chip Growth

FMR
Jpmorgan Chase & Co
Dynasty Wealth Management
Sagespring Wealth Partners
Commonwealth Equity Services
Thrivent Financial for Lutherans
Envestnet Asset Management
Mml Investors Services
Cetera Investment Advisers
Resources Investment Advisors
CWM
KFA Private Wealth Group
Goodwin Investment Advisory
Wells Fargo & Company
UBS Group

View all funds holding Fidelity Blue Chip Growth