Summit-Financial-Strategies

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
148
Total Value
991491699
Accession Number
0001172661-25-001645
Form Type
13F-HR
Manager Name
Summit-Financial-Strategies
Data Enrichment
78% identified
115 identified33 unidentified

Holdings

148 positions
Manager:
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Page 2 of 8
922908363
Shares:12.8K
Value:$6.6M
808524805
Shares:286.9K
Value:$5.7M
46641Q647
Shares:99.1K
Value:$5.0M
464287465
Shares:58.1K
Value:$4.8M
921943858
Shares:82.1K
Value:$4.2M
25434V724
Shares:96.6K
Value:$4.0M
464287622
Shares:11.9K
Value:$3.6M
808524201
Shares:158.6K
Value:$3.5M
922042858
Shares:74.3K
Value:$3.4M
BERKSHIRE HATHAWAY INC
Shares:4
Value:$3.2M
SPDR GOLD TRUST
Shares:10.3K
Value:$3.0M
808524870
Shares:107.0K
Value:$2.9M
SPDR S&P 500 ETF TRUST
Shares:5.1K
Value:$2.9M
464288877
Shares:47.7K
Value:$2.8M
CIVISTA BANCSHARES, INC.
Shares:143.5K
Value:$2.8M
Tesla, Inc.
Shares:10.3K
Value:$2.7M
JPMORGAN CHASE & CO
Shares:10.4K
Value:$2.5M
47103U845
Shares:49.4K
Value:$2.5M
PARK NATIONAL CORP /OH/
Shares:16.0K
Value:$2.4M
464287499
Shares:28.4K
Value:$2.4M