Get Premium to unlock powerful stock data

Summit Wealth & Retirement Planning, Inc. Buys S&P 500 ETF TRUST ETF, FlexShares Credit-Scored US Corporate Bond Index, Meta Platforms Inc, Sells iShares Core Moderate Allocation ETF, Electronic Arts Inc, Regeneron Pharmaceuticals Inc

Author's Avatar
insider
Nov 12, 2021
Article's Main Image
Investment company Summit Wealth & Retirement Planning, Inc. (Current Portfolio) buys S&P 500 ETF TRUST ETF, FlexShares Credit-Scored US Corporate Bond Index, Meta Platforms Inc, Medtronic PLC, Mastercard Inc, sells iShares Core Moderate Allocation ETF, Electronic Arts Inc, Regeneron Pharmaceuticals Inc, Kinder Morgan Inc, Ingersoll Rand Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Summit Wealth & Retirement Planning, Inc.. As of 2021Q3, Summit Wealth & Retirement Planning, Inc. owns 86 stocks with a total value of $273 million. These are the details of the buys and sells.

For the details of SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+wealth+%26+retirement+planning%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SUMMIT WEALTH & RETIREMENT PLANNING, INC.
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 218,402 shares, 11.84% of the total portfolio. Shares added by 4.06%
  2. Vanguard Mega Cap 300 Index ETF (MGC) - 193,638 shares, 10.80% of the total portfolio. Shares added by 5.48%
  3. Vanguard Intermediate-Term Bond ETF (BIV) - 253,705 shares, 8.31% of the total portfolio. Shares added by 5.57%
  4. Schwab U.S. Large-Cap Value ETF (SCHV) - 238,570 shares, 5.89% of the total portfolio. Shares added by 8.54%
  5. Schwab International Equity ETF (SCHF) - 334,477 shares, 4.74% of the total portfolio. Shares added by 6.61%
New Purchase: S&P 500 ETF TRUST ETF (SPY)

Summit Wealth & Retirement Planning, Inc. initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $467.270000. The impact to a portfolio due to this purchase was 0.43%. The holding were 2,751 shares as of 2021-09-30.

New Purchase: FlexShares Credit-Scored US Corporate Bond Index (SKOR)

Summit Wealth & Retirement Planning, Inc. initiated holding in FlexShares Credit-Scored US Corporate Bond Index. The purchase prices were between $53.71 and $54.24, with an estimated average price of $53.98. The stock is now traded at around $53.346300. The impact to a portfolio due to this purchase was 0.31%. The holding were 15,947 shares as of 2021-09-30.

New Purchase: Meta Platforms Inc (FB)

Summit Wealth & Retirement Planning, Inc. initiated holding in Meta Platforms Inc. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $340.890000. The impact to a portfolio due to this purchase was 0.29%. The holding were 2,316 shares as of 2021-09-30.

New Purchase: Medtronic PLC (MDT)

Summit Wealth & Retirement Planning, Inc. initiated holding in Medtronic PLC. The purchase prices were between $122.75 and $135.17, with an estimated average price of $129.47. The stock is now traded at around $119.310000. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,049 shares as of 2021-09-30.

New Purchase: Mastercard Inc (MA)

Summit Wealth & Retirement Planning, Inc. initiated holding in Mastercard Inc. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $363.500000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,560 shares as of 2021-09-30.

New Purchase: Leidos Holdings Inc (LDOS)

Summit Wealth & Retirement Planning, Inc. initiated holding in Leidos Holdings Inc. The purchase prices were between $90.9 and $107.11, with an estimated average price of $99.2. The stock is now traded at around $93.570000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,792 shares as of 2021-09-30.

Sold Out: Nike Inc (NKE)

Summit Wealth & Retirement Planning, Inc. sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Walmart Inc (WMT)

Summit Wealth & Retirement Planning, Inc. sold out a holding in Walmart Inc. The sale prices were between $139.32 and $151.45, with an estimated average price of $144.54.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Summit Wealth & Retirement Planning, Inc. sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

Sold Out: LiveRamp Holdings Inc (RAMP)

Summit Wealth & Retirement Planning, Inc. sold out a holding in LiveRamp Holdings Inc. The sale prices were between $38.66 and $51.25, with an estimated average price of $45.19.



Here is the complete portfolio of SUMMIT WEALTH & RETIREMENT PLANNING, INC.. Also check out:

1. SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Undervalued Stocks
2. SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Top Growth Companies, and
3. SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s High Yield stocks
4. Stocks that SUMMIT WEALTH & RETIREMENT PLANNING, INC. keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus