SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 9K | $1.45M |
 | IBM | 9K | $747.46K |
 | ABBV | 8K | $1.26M |
 | IBKR | 8K | $299.90K |
 | NVT | 8K | $429.38K |
 | WSC | 8K | $335.09K |
 | GILD | 8K | $598.45K |
 | MA | 8K | $3.15M |
 | SBUX | 8K | $720.05K |
 | MET | 8K | $483.15K |
 | INTC | 7K | $1.01M |
 | ZTS | 7K | $1.26M |
 | MS | 7K | $587.85K |
 | CIEN | 7K | $338.67K |
 | CVX | 7K | $1.20M |
 | TSLA | 7K | $1.75M |
 | CVS | 7K | $477.77K |
 | HON | 7K | $2.05M |
 | NOW | 7K | $3.77M |
 | NVDA | 7K | $2.91M |
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.45M
International Business Machines Corporation
IBM
Shares Held
9K
Value
$747.46K
AbbVie Inc.
ABBV
Shares Held
8K
Value
$1.26M
Interactive Brokers Group, Inc.
IBKR
Shares Held
8K
Value
$299.90K
nVent Electric plc
NVT
Shares Held
8K
Value
$429.38K
WillScot Holdings Corporation
WSC
Shares Held
8K
Value
$335.09K
Gilead Sciences, Inc.
GILD
Shares Held
8K
Value
$598.45K
Mastercard Incorporated
MA
Shares Held
8K
Value
$3.15M
Starbucks Corporation
SBUX
Shares Held
8K
Value
$720.05K
MetLife, Inc.
MET
Shares Held
8K
Value
$483.15K
Intel Corporation
INTC
Shares Held
7K
Value
$1.01M
Zoetis Inc.
ZTS
Shares Held
7K
Value
$1.26M
Morgan Stanley
MS
Shares Held
7K
Value
$587.85K
Ciena Corporation
CIEN
Shares Held
7K
Value
$338.67K
Chevron Corporation
CVX
Shares Held
7K
Value
$1.20M
Tesla, Inc.
TSLA
Shares Held
7K
Value
$1.75M
CVS Health Corporation
CVS
Shares Held
7K
Value
$477.77K
Honeywell International Inc.
HON
Shares Held
7K
Value
$2.05M
ServiceNow, Inc.
NOW
Shares Held
7K
Value
$3.77M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$2.91M