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| Name: |
Summit Wealth Group LLC |
| City: |
WHITE RIVER JUNCTION |
| State: |
VT |
| Zip: |
05001 |
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data |
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| Holdings
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IXUS |
Ishares Core Msci Total Int... |
24 |
- |
$70.07 |
$578,000 |
8,517 |
0.39% |
25,000 |
0 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
27 |
- |
$176.06 |
$447,000 |
2,964 |
0.3% |
33,000 |
0 |
0 |
Search Engines & Info... |
|
|
JPM |
JP Morgan Chase & Co |
28 |
- |
$204.79 |
$439,000 |
2,190 |
0.3% |
66,000 |
0 |
0 |
Domestic Money Center... |
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AAXN |
Axon Enterprise Inc |
29 |
- |
$288.79 |
$313,000 |
1,000 |
0.21% |
55,000 |
0 |
0.002 |
Aerospace/Defense Pro... |
|
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CRM |
Salesforce.com Inc |
30 |
- |
$285.61 |
$291,000 |
965 |
0.2% |
37,000 |
0 |
0 |
Internet Software & S... |
|
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WPC |
WP Carey & Co |
32 |
- |
$60.11 |
$285,000 |
5,047 |
0.19% |
-42,000 |
0 |
0.003 |
Property Management |
|
|
ORCL |
Oracle Corp |
35 |
- |
$123.50 |
$263,000 |
2,094 |
0.18% |
42,000 |
0 |
0 |
Application Software |
|
|
COP |
ConocoPhillips |
36 |
- |
$121.71 |
$260,000 |
2,039 |
0.18% |
23,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
XOM |
Exxon Mobil Corp |
37 |
- |
$119.64 |
$255,000 |
2,195 |
0.17% |
36,000 |
0 |
0 |
Integrated Oil & Gas |
|
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TSLA |
Tesla Motors Inc |
38 |
- |
$177.81 |
$245,000 |
1,394 |
0.17% |
-101,000 |
0 |
0 |
Auto Manufacturers |
|
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RTX |
RTX Corp |
39 |
- |
$101.02 |
$244,000 |
2,501 |
0.17% |
34,000 |
0 |
0 |
Conglomerates |
|
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AVGO |
Broadcom Limited |
41 |
- |
$1,395.29 |
$239,000 |
180 |
0.16% |
38,000 |
0 |
0 |
Semiconductor- Broad... |
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