Summit Wealth Partners, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$493.0B
Holdings
208
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IBDVISHARES TR | 9,803 | $212.9M | 0.04% | |
| 202 | EEMVISHARES INC | 3,585 | $209.1M | 0.04% | |
| 203 | BUFDFIRST TR EXCHNG TRADED FD VI | 8,243 | $205.7M | 0.04% | |
| 204 | UDECINNOVATOR ETFS TRUST | 5,987 | $205.4M | 0.04% | |
| 205 | FLOTISHARES TR | 4,007 | $204.6M | 0.04% | |
| 206 | SDYSPDR SER TR | 1,502 | $203.8M | 0.04% | |
| 207 | NOCTINNOVATOR ETFS TRUST | 4,094 | $203.5M | 0.04% | |
| 208 | DISDISNEY WALT CO | 2,059 | $203.2M | 0.04% |
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