Summit-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMM",
  "ABBV",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "T",
  "GLTR",
  "CAT",
  "AVGO",
  null,
  null,
  "AVEM",
  "BRO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  "MDLZ",
  "IJR",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "NVDA",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "IEFA",
  null,
  "GLD",
  null,
  "IBM",
  null,
  "BIV",
  "VO",
  "SUN",
  "ACWV",
  "VWO",
  "VCIT",
  null,
  "VIG",
  null,
  null,
  null,
  "IWO",
  "IEF",
  null,
  "VYM",
  "SSB",
  "SDY",
  "IWR",
  null,
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
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  null,
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  null,
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  "IUSG",
  null,
  null,
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  null,
  null,
  "SCHD",
  "DVY",
  null,
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  null,
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  null,
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  null,
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 208
Total Value: 493013631
Accession Number: 0001085146-25-002632
Form Type: 13F-HR
CIK: summit-wealth-partners
Manager Name: Summit-Wealth-Partners

Data Enrichment

49% identified

102 identified106 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

208 positions • $493.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SouthState Corp

SSB|840441109

Shares:10.5K

Value:$973.0K

% of Portfolio:0.2% ($973.0K/$493.0M)

922908769

VTI|922908769

Shares:3.5K

Value:$963.6K

% of Portfolio:0.2% ($963.6K/$493.0M)

46137V357

RSP|46137V357

Shares:5.3K

Value:$909.6K

% of Portfolio:0.2% ($909.6K/$493.0M)

Philip Morris International Inc.

PM|718172109

Shares:5.7K

Value:$905.5K

% of Portfolio:0.2% ($905.5K/$493.0M)

464288661

Shares:7.7K

Value:$904.0K

% of Portfolio:0.2% ($904.0K/$493.0M)

46435GAA0

Shares:36.6K

Value:$885.4K

% of Portfolio:0.2% ($885.4K/$493.0M)

33739Q705

Shares:17.4K

Value:$879.6K

% of Portfolio:0.2% ($879.6K/$493.0M)

46431W838

Shares:17.2K

Value:$865.4K

% of Portfolio:0.2% ($865.4K/$493.0M)

97717W315

Shares:20.6K

Value:$864.9K

% of Portfolio:0.2% ($864.9K/$493.0M)

46436E528

Shares:36.7K

Value:$851.7K

% of Portfolio:0.2% ($851.7K/$493.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.8K

Value:$847.6K

% of Portfolio:0.2% ($847.6K/$493.0M)

464287101

Shares:3.0K

Value:$808.2K

% of Portfolio:0.2% ($808.2K/$493.0M)

46434VBD1

Shares:31.8K

Value:$800.3K

% of Portfolio:0.2% ($800.3K/$493.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.5K

Value:$780.4K

% of Portfolio:0.2% ($780.4K/$493.0M)

56167N720

Shares:21.4K

Value:$779.5K

% of Portfolio:0.2% ($779.5K/$493.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.7K

Value:$772.0K

% of Portfolio:0.2% ($772.0K/$493.0M)

464289875

Shares:17.5K

Value:$768.0K

% of Portfolio:0.2% ($768.0K/$493.0M)

921943858

VEA|921943858

Shares:15.1K

Value:$765.6K

% of Portfolio:0.2% ($765.6K/$493.0M)

922042775

VEU|922042775

Shares:12.5K

Value:$759.5K

% of Portfolio:0.2% ($759.5K/$493.0M)

78468R408

Shares:29.7K

Value:$746.0K

% of Portfolio:0.2% ($746.0K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SouthState Corp(SSBcusip840441109)	10.5K	QoQ +19.05% (+1.7K) YoY +19.05% (+1.7K)	All Managers (Combined)	$973.0K	0.2% ($973.0K/$493.0M)	QoQ +11.08% (+$97.1K) YoY +29.96% (+$224.3K)
(VTIcusip922908769)	3.5K	QoQ -4.98% (-184) YoY +2.84% (+97)	All Managers (Combined)	$963.6K	0.2% ($963.6K/$493.0M)	QoQ -9.88% (-$105.7K) YoY +8.75% (+$77.5K)
(RSPcusip46137V357)	5.3K	QoQ -4.76% (-263) YoY -13.69% (-833)	All Managers (Combined)	$909.6K	0.2% ($909.6K/$493.0M)	QoQ -5.85% (-$56.6K) YoY -11.73% (-$120.9K)
Philip Morris International Inc.(PMcusip718172109)	5.7K	QoQ +0.21% (+12) YoY -0.90% (-52)	All Managers (Combined)	$905.5K	0.2% ($905.5K/$493.0M)	QoQ +32.15% (+$220.3K) YoY +71.66% (-$378.0K)
(cusip464288661)✕	7.7K	QoQ -1.18% (-92) YoY +28.64% (+1.7K)	All Managers (Combined)	$904.0K	0.2% ($904.0K/$493.0M)	QoQ +1.02% (-$9.2K) YoY +31.22% (+$215.1K)
(cusip46435GAA0)✕	36.6K	QoQ -3.93% (-1.5K) YoY +12.03% (+3.9K)	All Managers (Combined)	$885.4K	0.2% ($885.4K/$493.0M)	QoQ -3.37% (-$30.9K) YoY +13.72% (+$106.9K)
(cusip33739Q705)✕	17.4K	QoQ -22.78% (-5.1K) YoY -31.83% (-8.1K)	All Managers (Combined)	$879.6K	0.2% ($879.6K/$493.0M)	QoQ -22.30% (-$252.6K) YoY -35.88% (-$492.4K)
(cusip46431W838)✕	17.2K	QoQ +94.12% (+8.4K) YoY NEW(+17.2K)	All Managers (Combined)	$865.4K	0.2% ($865.4K/$493.0M)	QoQ +95.25% (+$422.2K) YoY NEW(+$865.4K)
(cusip97717W315)✕	20.6K	QoQ -0.31% (-65) YoY +44.81% (+6.4K)	All Managers (Combined)	$864.9K	0.2% ($864.9K/$493.0M)	QoQ +3.59% (-$30.0K) YoY +45.64% (+$271.1K)
(cusip46436E528)✕	36.7K	QoQ -10.29% (-4.2K) YoY -13.42% (-5.7K)	All Managers (Combined)	$851.7K	0.2% ($851.7K/$493.0M)	QoQ -10.02% (-$94.9K) YoY -12.82% (-$125.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.8K	QoQ +0.03% (+1) YoY +8.31% (+213)	All Managers (Combined)	$847.6K	0.2% ($847.6K/$493.0M)	QoQ +4.41% (+$35.8K) YoY +32.51% (+$208.0K)
(cusip464287101)✕	3.0K	QoQ +153.74% (+1.8K) YoY +153.74% (+1.8K)	All Managers (Combined)	$808.2K	0.2% ($808.2K/$493.0M)	QoQ +137.91% (+$468.5K) YoY +177.76% (+$517.2K)
(cusip46434VBD1)✕	31.8K	QoQ -14.16% (-5.3K) YoY +4.73% (+1.4K)	All Managers (Combined)	$800.3K	0.2% ($800.3K/$493.0M)	QoQ -13.82% (-$128.4K) YoY +6.17% (+$46.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.5K	QoQ -11.52% (-194) YoY -9.58% (-158)	All Managers (Combined)	$780.4K	0.2% ($780.4K/$493.0M)	QoQ -8.39% (-$71.5K) YoY -4.27% (-$34.9K)
(cusip56167N720)✕	21.4K	QoQ +0.07% (+16) YoY -33.53% (-10.8K)	All Managers (Combined)	$779.5K	0.2% ($779.5K/$493.0M)	QoQ +6.76% (+$49.4K) YoY -13.53% (-$122.1K)
AbbVie Inc.(ABBVcusip00287Y109)	3.7K	QoQ +2.84% (+102) YoY +11.53% (+381)	All Managers (Combined)	$772.0K	0.2% ($772.0K/$493.0M)	QoQ +21.25% (+$135.3K) YoY +28.31% (+$170.3K)
(cusip464289875)✕	17.5K	QoQ -1.19% (-212) YoY -5.16% (-953)	All Managers (Combined)	$768.0K	0.2% ($768.0K/$493.0M)	QoQ -0.19% (-$1.5K) YoY -2.72% (-$21.5K)
(VEAcusip921943858)	15.1K	QoQ +2.03% (+301) YoY +22.31% (+2.7K)	All Managers (Combined)	$765.6K	0.2% ($765.6K/$493.0M)	QoQ +8.46% (+$59.7K) YoY +23.92% (+$147.8K)
(VEUcusip922042775)	12.5K	QoQ -1.77% (-226) YoY -4.19% (-548)	All Managers (Combined)	$759.5K	0.2% ($759.5K/$493.0M)	QoQ +3.78% (-$27.7K) YoY -0.90% (-$6.9K)
(cusip78468R408)✕	29.7K	QoQ -22.54% (-8.6K) YoY -21.22% (-8.0K)	All Managers (Combined)	$746.0K	0.2% ($746.0K/$493.0M)	QoQ -22.82% (-$220.7K) YoY -21.41% (-$203.3K)