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 3 of 8
464287614
Shares:6.0K
Value:$2.2M
AbbVie Inc.
Shares:9.6K
Value:$2.0M
922908629
Shares:7.3K
Value:$1.9M
464287598
Shares:9.7K
Value:$1.8M
PROCTER & GAMBLE Co
Shares:9.7K
Value:$1.6M
ELI LILLY & Co
Shares:1.9K
Value:$1.6M
Energy Transfer LP
Shares:85.1K
Value:$1.6M
AMAZON COM INC
Shares:7.8K
Value:$1.5M
EXXON MOBIL CORP
Shares:12.4K
Value:$1.5M
922908744
Shares:8.2K
Value:$1.4M
922908769
Shares:4.8K
Value:$1.3M
NVIDIA CORP
Shares:11.6K
Value:$1.3M
464287309
Shares:13.4K
Value:$1.2M
922908736
Shares:3.2K
Value:$1.2M
922042718
Shares:9.7K
Value:$1.1M
ABBOTT LABORATORIES
Shares:8.4K
Value:$1.1M
464287655
Shares:5.5K
Value:$1.1M
Alphabet Inc.
Shares:6.9K
Value:$1.1M
TEXAS INSTRUMENTS INC
Shares:5.8K
Value:$1.0M
921932885
Shares:10.0K
Value:$982.5K