Summit Wealth Group LLC
- SEC CIK
- 0002081278
- Latest filing
- Jul 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 273
- −215 vs. Q3 2025
- Portfolio value
- $754.1M
- +$26.4M (+3.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 2,203,137 | $91.4M | 12.1% | +2,203,137 | New | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 1,917,046 | $88.4M | 11.7% | +1,916,324+265,418.8% | Added | – |
| SEI Exchange Traded Funds81589A700 | SELECT INTL EQUI | 1,926,871 | $62.7M | 8.3% | +1,926,871 | New | – |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 1,133,245 | $44.1M | 5.9% | +1,133,245 | New | – |
| SEI Exchange Traded Funds81589A502 | SELECT SMALL CAP | 1,327,339 | $37.1M | 4.9% | +1,327,339 | New | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 370,957 | $27.8M | 3.7% | +367,419+10,384.9% | Added | – |
| SEI Exchange Traded Funds81589A601 | SELECT EMERGING | 792,544 | $24.7M | 3.3% | +792,544 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 695,654 | $19.1M | 2.5% | +695,654 | New | – |
| AAPLApple Inc. | Stock | 53,886 | $14.6M | 1.9% | +2,472+4.8% | Added | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 355,660 | $13.5M | 1.8% | +351,494+8,437.2% | Added | – |
| NVDANVIDIA Corp | Stock | 68,389 | $12.8M | 1.7% | +61,710+923.9% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 181,311 | $12.6M | 1.7% | +181,311 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,779 | $10.1M | 1.3% | +20,779 | New | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 102,919 | $9.52M | 1.3% | +102,919 | New | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 169,897 | $7.95M | 1.1% | +169,897 | New | – |
| Fidelity Covington Trust316092717 | INT VL FCT ETF | 225,540 | $7.72M | 1.0% | +225,540 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,026 | $7.11M | 0.9% | +9,411+167.6% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 150,188 | $6.39M | 0.8% | +150,188 | New | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 123,689 | $5.70M | 0.8% | +123,689 | New | – |
| AMZNAmazon Com Inc | Stock | 24,442 | $5.64M | 0.7% | −55,401−69.4% | Reduced | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 115,007 | $5.37M | 0.7% | +115,007 | New | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 96,451 | $4.64M | 0.6% | +96,451 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,513 | $4.53M | 0.6% | +12,212+938.7% | Added | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 191,499 | $4.39M | 0.6% | +191,499 | New | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 201,943 | $4.29M | 0.6% | +201,943 | New | – |
| MSFTMicrosoft Corp | Stock | 8,840 | $4.28M | 0.6% | −25,626−74.4% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,214 | $4.24M | 0.6% | +22,214 | New | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 19,534 | $4.11M | 0.5% | +19,534 | New | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 123,025 | $4.05M | 0.5% | +123,025 | New | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,755 | $3.94M | 0.5% | +5,755 | New | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 16,918 | $3.80M | 0.5% | +16,918 | New | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 92,480 | $3.66M | 0.5% | +92,480 | New | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 38,119 | $3.59M | 0.5% | +38,119 | New | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 75,249 | $3.40M | 0.5% | +75,249 | New | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 23,280 | $3.19M | 0.4% | +23,280 | New | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 85,259 | $3.10M | 0.4% | +85,259 | New | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 55,030 | $3.02M | 0.4% | +55,030 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 47,859 | $2.99M | 0.4% | +47,859 | New | – |
| TSLATesla, Inc. | Stock | 5,962 | $2.68M | 0.4% | −1,045−14.9% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 27,618 | $2.68M | 0.4% | +27,618 | New | – |
| GOOGLAlphabet Inc. | Stock | 8,495 | $2.66M | 0.4% | +8,495 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39,380 | $2.65M | 0.4% | +36,968+1,532.7% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 32,016 | $2.56M | 0.3% | +32,016 | New | – |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 49,828 | $2.55M | 0.3% | +49,828 | New | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 48,631 | $2.51M | 0.3% | +48,631 | New | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 48,433 | $2.51M | 0.3% | +48,433 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,952 | $2.43M | 0.3% | +3,952 | New | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 17,137 | $2.42M | 0.3% | +16,022+1,437.0% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 24,434 | $2.39M | 0.3% | +24,434 | New | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 31,145 | $2.16M | 0.3% | +31,145 | New | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,028 | $2.12M | 0.3% | +7,028 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,449 | $2.08M | 0.3% | +6,449 | New | – |
| LLYEli Lilly & Co | Stock | 1,938 | $2.08M | 0.3% | +221+12.9% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 22,809 | $2.07M | 0.3% | +15,514+212.7% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 31,642 | $2.07M | 0.3% | +31,642 | New | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 62,074 | $2.02M | 0.3% | +62,074 | New | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,463 | $1.98M | 0.3% | +28,463 | New | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 51,747 | $1.97M | 0.3% | +51,336+12,490.5% | Added | – |
| HCAHCA Healthcare, Inc. | COM | 4,065 | $1.90M | 0.3% | +4,065 | New | History |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 57,792 | $1.86M | 0.2% | +57,792 | New | – |
| GOOGAlphabet Inc. | Stock | 5,926 | $1.86M | 0.2% | −53,013−89.9% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 7,350 | $1.84M | 0.2% | +7,350 | New | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 41,774 | $1.82M | 0.2% | +41,774 | New | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 30,870 | $1.78M | 0.2% | +30,870 | New | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 22,259 | $1.75M | 0.2% | +22,259 | New | – |
| METAMeta Platforms, Inc. | Stock | 2,519 | $1.66M | 0.2% | −985−28.1% | Reduced | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 17,435 | $1.62M | 0.2% | +17,435 | New | – |
| UPSUnited Parcel Service Inc | Stock | 15,972 | $1.58M | 0.2% | +11,320+243.3% | Added | History |
| iShares Tr46435G326 | CORE MSCI INTL | 18,945 | $1.56M | 0.2% | +18,945 | New | – |
| WMTWalmart Inc. | Stock | 13,957 | $1.55M | 0.2% | +8,492+155.4% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 45,113 | $1.55M | 0.2% | +45,113 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,026 | $1.52M | 0.2% | −3,198−51.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,343 | $1.49M | 0.2% | +5,343 | New | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,580 | $1.44M | 0.2% | +4,580 | New | – |
| AFLAflac Inc | Stock | 13,068 | $1.44M | 0.2% | +13,068 | New | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 43,291 | $1.42M | 0.2% | +43,291 | New | – |
| COSTCostco Wholesale Corp | Stock | 1,601 | $1.38M | 0.2% | −288−15.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 11,406 | $1.37M | 0.2% | −3,980−25.9% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 41,185 | $1.34M | 0.2% | +41,185 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,825 | $1.24M | 0.2% | −252−12.1% | Reduced | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 45,500 | $1.22M | 0.2% | +45,500 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,921 | $1.20M | 0.2% | +1,921 | New | – |
| First Tr Exchange-Traded FD336917109 | SHS | 26,349 | $1.17M | 0.2% | +26,349 | New | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 183,779 | $1.16M | 0.2% | +169,022+1,145.4% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,291 | $1.14M | 0.2% | +21,291 | New | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 29,780 | $1.14M | 0.2% | +29,780 | New | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 24,016 | $1.13M | 0.1% | +21,551+874.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,239 | $1.10M | 0.1% | +10,239 | New | – |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 31,351 | $1.09M | 0.1% | +31,351 | New | – |
| Davis Fundamental ETF Tr23908L108 | SELECT FINL | 22,449 | $1.08M | 0.1% | +22,449 | New | – |
| NOWServiceNow, Inc. | Stock | 6,969 | $1.07M | 0.1% | −26,791−79.4% | ReducedConverted for a 5-for-1 split | History |
| SPGIS&P Global Inc. | Stock | 2,032 | $1.06M | 0.1% | +2,032 | New | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 27,321 | $1.05M | 0.1% | +27,321 | New | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 25,087 | $1.05M | 0.1% | +25,087 | New | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 20,639 | $1.02M | 0.1% | −191,731−90.3% | Reduced | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 13,745 | $1.01M | 0.1% | +13,745 | New | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 24,936 | $1.00M | 0.1% | +24,936 | New | – |
| iShares Tr46436E759 | ESG EAFE ETF | 13,307 | $1.00M | 0.1% | +13,307 | New | – |
| JPMJPMorgan Chase & Co | Stock | 3,064 | $987.3K | 0.1% | −9,005−74.6% | Reduced | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 20,824 | $926.0K | 0.1% | +20,824 | New | – |
Sold out since Q3 2025 (404)
Positions held at the end of Q3 2025 that are gone from this filing.
The largest 100 of 404 by value last quarter.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| USNAUsana Health Sciences Inc | COM | 1,662,026 | $64.7M | 8.9% | History |
| VALValaris Ltd | CL A | 1,285,176 | $39.2M | 5.4% | History |
| EQIXEquinix Inc | COM | 435,080 | $31.9M | 4.4% | History |
| USFDUS Foods Holding Corp. | COM | 817,232 | $31.6M | 4.3% | History |
| VFCV F Corp | Stock | 982,565 | $27.5M | 3.8% | History |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 834,491 | $22.7M | 3.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 227,828 | $20.6M | 2.8% | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 388,191 | $20.2M | 2.8% | – |
| MTNVail Resorts Inc | COM | 536,075 | $16.2M | 2.2% | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 289,705 | $14.5M | 2.0% | – |
| AFGAmerican Financial Group Inc | COM | 53,079 | $13.2M | 1.8% | History |
| CTRACoterra Energy Inc. | Stock | 169,710 | $11.0M | 1.5% | History |
| CCSCentury Communities, Inc. | COM | 181,482 | $8.15M | 1.1% | History |
| PNRGPrimeenergy Resources Corp | COM | 230,607 | $7.21M | 1.0% | History |
| EGEverest Group, Ltd. | COM | 15,074 | $7.04M | 1.0% | History |
| PNRPENTAIR plc | SHS | 136,862 | $5.85M | 0.8% | History |
| SEICSEI Investments Co | COM | 115,735 | $5.52M | 0.8% | History |
| ADBEAdobe Inc. | Stock | 10,771 | $5.49M | 0.8% | History |
| PKSTPeakstone Realty Trust | Common Stock | 206,336 | $4.92M | 0.7% | History |
| CSGPCostar Group, Inc. | COM | 110,820 | $4.75M | 0.7% | History |
| CSTLCastle Biosciences Inc | COM | 122,494 | $4.51M | 0.6% | History |
| PYPLPayPal Holdings, Inc. | Stock | 103,144 | $4.17M | 0.6% | History |
| GTLSChart Industries Inc | COM | 134,207 | $4.12M | 0.6% | History |
| EVREvercore Inc. | CLASS A | 19,614 | $3.98M | 0.5% | History |
| PLDPrologis, Inc. | REIT | 92,242 | $3.68M | 0.5% | History |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 72,490 | $3.64M | 0.5% | – |
| PAYXPaychex Inc | Stock | 92,764 | $3.58M | 0.5% | History |
| ACNAccenture plc | Stock | 10,914 | $3.35M | 0.5% | History |
| KMBKimberly Clark Corp | Stock | 53,120 | $3.05M | 0.4% | History |
| SOLVSolventum Corp | Stock | 33,861 | $2.80M | 0.4% | History |
| Franklin Templeton ETF Tr35473P637 | FTSE JAPAN HDG | 92,513 | $2.71M | 0.4% | – |
| KRCKilroy Realty Corp | COM | 34,589 | $2.71M | 0.4% | History |
| ZBIOZenas BioPharma, Inc. | COM | 51,356 | $2.69M | 0.4% | History |
| NVONovo Nordisk A S | ADR | 29,458 | $2.68M | 0.4% | History |
| SMBKSmartfinancial Inc. | COM NEW | 27,899 | $2.68M | 0.4% | History |
| ABNBAirbnb, Inc. | Stock | 18,932 | $2.60M | 0.4% | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 5,852 | $2.57M | 0.4% | – |
| PGYPagaya Technologies Ltd. | CL A NEW | 52,982 | $2.54M | 0.3% | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,346 | $2.38M | 0.3% | History |
| KFRCKforce Inc | COM | 27,619 | $2.27M | 0.3% | History |
| EXEExpand Energy Corp | COM | 39,414 | $2.27M | 0.3% | History |
| PSNParsons Corp | COM | 63,912 | $2.02M | 0.3% | History |
| ADSKAutodesk, Inc. | COM | 9,688 | $2.00M | 0.3% | History |
| MDTMedtronic plc | Stock | 24,284 | $1.90M | 0.3% | History |
| NKENIKE, Inc. | Stock | 19,408 | $1.86M | 0.3% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,656 | $1.85M | 0.3% | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 38,113 | $1.84M | 0.3% | History |
| STESTERIS plc | SHS USD | 16,174 | $1.79M | 0.2% | History |
| ALCAlcon Inc | Stock | 7,559 | $1.72M | 0.2% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 20,695 | $1.66M | 0.2% | – |
| SPSCSPS Commerce Inc | COM | 9,579 | $1.63M | 0.2% | History |
| INTUIntuit Inc. | Stock | 3,249 | $1.60M | 0.2% | History |
| FDSFactset Research Systems Inc | Stock | 5,486 | $1.55M | 0.2% | History |
| RMDResmed Inc | COM | 40,277 | $1.54M | 0.2% | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 35,668 | $1.50M | 0.2% | – |
| RCIRogers Communications Inc | CL B | 210,537 | $1.45M | 0.2% | History |
| LDOSLeidos Holdings, Inc. | COM | 14,217 | $1.44M | 0.2% | History |
| PAYCPaycom Software, Inc. | Stock | 19,947 | $1.43M | 0.2% | History |
| WCCWesco International Inc | COM | 4,634 | $1.43M | 0.2% | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 27,224 | $1.37M | 0.2% | – |
| John Hancock Exchange Traded47804J842 | MULTIFACTR SML | 15,964 | $1.33M | 0.2% | – |
| QCOMQualcomm Inc | Stock | 11,851 | $1.32M | 0.2% | History |
| SGISomnigroup International Inc. | COM | 12,222 | $1.30M | 0.2% | History |
| KLACKLA Corp | COM NEW | 8,319 | $1.29M | 0.2% | History |
| RUNSunrun Inc. | COM | 102,594 | $1.29M | 0.2% | History |
| CPACopa Holdings, S.A. | CL A | 50,524 | $1.27M | 0.2% | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 39,868 | $1.25M | 0.2% | – |
| PMPhilip Morris International Inc. | Stock | 13,157 | $1.22M | 0.2% | History |
| ULUnilever PLC | SPON ADR NEW | 24,038 | $1.19M | 0.2% | History |
| KMIKinder Morgan, Inc. | Stock | 22,983 | $1.16M | 0.2% | History |
| RDNTRadNet, Inc. | COM | 26,420 | $1.15M | 0.2% | History |
| WDAYWorkday, Inc. | CL A | 5,314 | $1.14M | 0.2% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 9,695 | $1.10M | 0.2% | History |
| POWIPower Integrations Inc | COM | 29,300 | $1.09M | 0.2% | History |
| POOLPool Corp | COM | 2,948 | $1.05M | 0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 4,321 | $1.04M | 0.1% | History |
| PGRProgressive Corp | Stock | 25,014 | $1.03M | 0.1% | History |
| NHCNational Healthcare Corp | COM | 24,016 | $1.01M | 0.1% | History |
| WSTWest Pharmaceutical Services Inc | COM | 2,626 | $985.2K | 0.1% | History |
| ITGartner Inc | COM | 2,862 | $983.2K | 0.1% | History |
| LOWLowes Companies Inc | Stock | 4,659 | $968.2K | 0.1% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,696 | $965.7K | 0.1% | – |
| RRXRegal Rexnord Corp | COM | 24,833 | $944.1K | 0.1% | History |
| WDCWestern Digital Corp | COM | 3,664 | $931.7K | 0.1% | History |
| ENTGEntegris Inc | COM | 9,559 | $897.7K | 0.1% | History |
| STEPStepStone Group Inc. | COM CL A | 19,117 | $887.2K | 0.1% | History |
| CPRTCopart Inc | COM | 20,529 | $884.6K | 0.1% | History |
| PFEPfizer Inc | Stock | 26,467 | $877.9K | 0.1% | History |
| TDYTeledyne Technologies Inc | COM | 2,124 | $867.8K | 0.1% | History |
| CMCSAComcast Corp | Stock | 19,466 | $863.1K | 0.1% | History |
| MORNMorningstar, Inc. | COM | 3,683 | $862.8K | 0.1% | History |
| BDXBecton Dickinson & Co | Stock | 3,295 | $851.9K | 0.1% | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 11,831 | $844.3K | 0.1% | History |
| PBFPBF Energy Inc. | CL A | 26,984 | $820.2K | 0.1% | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 22,316 | $818.1K | 0.1% | History |
| KEYSKeysight Technologies, Inc. | Stock | 10,229 | $815.7K | 0.1% | History |
| SMRNuscale Power Corp | CL A COM | 20,478 | $809.7K | 0.1% | History |
| Timothy Plan887432334 | INTL ETF | 31,526 | $761.4K | 0.1% | – |
| CCitigroup Inc | Stock | 12,828 | $758.5K | 0.1% | History |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 17,208 | $755.8K | 0.1% | – |