Summit-Financial-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "MMM", "ABT", "ABBV", "GOOGL", "SCHH", null, "CAT", "AVGO", null, "AVEM", null, null, "MPX", "AGL", "HD", null, "MCD", null, "UNP", "AMAT", "META", "MYO", "IVW", "PRK", "IJH", null, null, "FNGR", null, "MDT", "MSFT", null, "IJR", "IWD", null, "VHT", "EEM", "IWF", "PEP", "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", null, "LMT", "PG", "MRK", "VZ", "AMGN", "PKG", null, null, null, "SCHX", null, null, "GLD", null, null, "SPLG", "SBUX", "TXN", "VO", "VOE", "IVOO", "VWO", "VSS", "IWV", "PRF", null, null, "MTD", "GEF", "STWD", "IWR", "GSLC", "AEP", "IBP", null, null, "UA", "AMZN", "SCHB", null, "CHY", "HBAN", "VEU", "VGT", "VUG", "VEA", null, "VBK", "VBR", "VOT", "BSV", "VOO", null, "VTV", "WMT", "WYY", "WOR", "WS", null, "DTE", null, "ET", "DVY", "SCHG", null, "SCHF", "SCHA", "SO", null, "DGRO", "BAC", "BK", "BRK-A", "BRK-B", "CDLX", "CENTA", "CVX", "CINF", "CIVB", "COST", "DE", null, "DFAC", "IJT", "EFA", "IWB", "NKE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified115 identified33 unidentified
Holdings
148 positions
Manager:
Search and click to pin securities to the top
Page 3 of 8
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.0K | All Managers (Combined) | $2.2M | |||
AbbVie Inc.(ABBVcusip00287Y109) | 9.6K | All Managers (Combined) | $2.0M | ||
7.3K | All Managers (Combined) | $1.9M | |||
9.7K | QoQ 0.00% (+0)YoY -1.58% (-155) | All Managers (Combined) | $1.8M | ||
9.7K | All Managers (Combined) | $1.6M | |||
ELI LILLY & Co(LLYcusip532457108) | 1.9K | QoQ -5.41% (-111)YoY -8.49% (-180) | All Managers (Combined) | $1.6M | |
85.1K | All Managers (Combined) | $1.6M | |||
AMAZON COM INC(AMZNcusip023135106) | 7.8K | All Managers (Combined) | $1.5M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 12.4K | QoQ -7.30% (-974)YoY -1.21% (-152) | All Managers (Combined) | $1.5M | |
8.2K | All Managers (Combined) | $1.4M | |||
4.8K | QoQ -1.03% (-50)YoY +3.80% (+175) | All Managers (Combined) | $1.3M | ||
NVIDIA CORP(NVDAcusip67066G104) | 11.6K | All Managers (Combined) | $1.3M | ||
13.4K | All Managers (Combined) | $1.2M | |||
3.2K | QoQ -0.03% (-1) | All Managers (Combined) | $1.2M | ||
9.7K | All Managers (Combined) | $1.1M | |||
8.4K | All Managers (Combined) | $1.1M | |||
5.5K | QoQ -1.33% (-74)YoY -7.01% (-411) | All Managers (Combined) | $1.1M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 6.9K | All Managers (Combined) | $1.1M | ||
5.8K | QoQ 0.00% (-0)YoY +0.10% (+6) | All Managers (Combined) | $1.0M | ||
10.0K | QoQ 0.00% (-0)YoY -0.19% (-19) | All Managers (Combined) | $982.5K |