SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 202K | $18.92M |
 | PG | 51K | $7.83M |
 | PFE | 20K | $508.84K |
 | T | 20K | $563.25K |
 | AAPL | 19K | $4.85M |
 | NEE | 16K | $1.18M |
 | NVDA | 14K | $2.65M |
 | MRK | 12K | $1.05M |
 | JNJ | 11K | $1.99M |
 | SSB | 10K | $1.04M |
 | VZ | 8K | $336.70K |
 | MO | 7K | $459.77K |
 | MSFT | 7K | $3.50M |
 | AVGO | 6K | $2.14M |
 | PM | 6K | $928.00K |
 | AMZN | 6K | $1.25M |
 | MDLZ | 5K | $333.15K |
 | JPM | 4K | $1.37M |
 | ABBV | 4K | $854.02K |
 | KO | 4K | $238.32K |
Brown & Brown, Inc.
BRO
Shares Held
202K
Value
$18.92M
The Procter & Gamble Company
PG
Shares Held
51K
Value
$7.83M
Pfizer Inc.
PFE
Shares Held
20K
Value
$508.84K
AT&T Inc.
T
Shares Held
20K
Value
$563.25K
Apple Inc.
AAPL
Shares Held
19K
Value
$4.85M
NextEra Energy, Inc.
NEE
Shares Held
16K
Value
$1.18M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.65M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.05M
Johnson & Johnson
JNJ
Shares Held
11K
Value
$1.99M
SouthState Corporation
SSB
Shares Held
10K
Value
$1.04M
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$336.70K
Altria Group, Inc.
MO
Shares Held
7K
Value
$459.77K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.50M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.14M
Philip Morris International Inc.
PM
Shares Held
6K
Value
$928.00K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.25M
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$333.15K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.37M
AbbVie Inc.
ABBV
Shares Held
4K
Value
$854.02K
The Coca-Cola Company
KO
Shares Held
4K
Value
$238.32K