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:
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Page 5 of 8
25459W862
Shares:3.2K
Value:$455.1K
808524706
Shares:14.2K
Value:$390.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
DEERE & CO(DEcusip244199105) | 1.1K | YoY +6.36% (+67) | All Managers (Combined) | $525.2K | |
NETFLIX INC(NFLXcusip64110L106) | 550 | QoQ 0.00% (+0)YoY NEW(+550) | All Managers (Combined) | $512.9K | YoY NEW(+$512.9K) |
1.1K | QoQ -8.01% (-95)YoY +2.15% (+23) | All Managers (Combined) | $511.0K | ||
5.6K | QoQ +4.46% (-241)YoY +0.26% (-15) | All Managers (Combined) | $506.4K | ||
CHEVRON CORP(CVXcusip166764100) | 2.9K | All Managers (Combined) | $486.5K | ||
HOME DEPOT, INC.(HDcusip437076102) | 1.3K | QoQ 0.00% (-0)YoY -2.22% (-30) | All Managers (Combined) | $483.6K | |
7.7K | QoQ 0.00% (+0)YoY -4.58% (-370) | All Managers (Combined) | $475.2K | ||
Alphabet Inc.(GOOGcusip02079K107) | 3.0K | QoQ 0.00% (-0)YoY +7.54% (+212) | All Managers (Combined) | $472.3K | |
1.5K | QoQ +5.71% (+80)YoY +5.71% (+80) | All Managers (Combined) | $461.1K | ||
(cusip25459W862)✕ | 3.2K | QoQ 0.00% (-0)YoY -1.03% (-34) | All Managers (Combined) | $455.1K | |
380 | All Managers (Combined) | $448.7K | |||
2.7K | All Managers (Combined) | $438.8K | |||
20.3K | All Managers (Combined) | $437.3K | |||
1.6K | QoQ -6.09% (-104)YoY +0.50% (-8) | All Managers (Combined) | $424.1K | ||
6.4K | All Managers (Combined) | $423.7K | |||
1.2K | QoQ 0.00% (-0) | All Managers (Combined) | $391.3K | ||
(cusip808524706)✕ | 14.2K | QoQ -0.65% (-93)YoY -6.17% (-932) | All Managers (Combined) | $390.8K | |
9.5K | QoQ +3.21% (+297)YoY +3.21% (+297) | All Managers (Combined) | $385.3K | ||
655 | QoQ +12.34% (+72)YoY -3.10% (-21) | All Managers (Combined) | $377.7K | ||
8.5K | All Managers (Combined) | $372.1K |