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 5 of 8
DEERE & CO
Shares:1.1K
Value:$525.2K
NETFLIX INC
Shares:550
Value:$512.9K
INVESCO QQQ TRUST, SERIES 1
Shares:1.1K
Value:$511.0K
Merck & Co., Inc.
Shares:5.6K
Value:$506.4K
CHEVRON CORP
Shares:2.9K
Value:$486.5K
HOME DEPOT, INC.
Shares:1.3K
Value:$483.6K
46434V621
Shares:7.7K
Value:$475.2K
Alphabet Inc.
Shares:3.0K
Value:$472.3K
AMGEN INC
Shares:1.5K
Value:$461.1K
25459W862
Shares:3.2K
Value:$455.1K
METTLER TOLEDO INTERNATIONAL INC/
Shares:380
Value:$448.7K
922908512
Shares:2.7K
Value:$438.8K
808524847
Shares:20.3K
Value:$437.3K
92204A504
Shares:1.6K
Value:$424.1K
78464A854
Shares:6.4K
Value:$423.7K
464287689
Shares:1.2K
Value:$391.3K
808524706
Shares:14.2K
Value:$390.8K
46137V613
Shares:9.5K
Value:$385.3K
Meta Platforms, Inc.
Shares:655
Value:$377.7K
464287234
Shares:8.5K
Value:$372.1K