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 6 of 8
921932828
Shares:3.8K
Value:$370.0K
69344A107
Shares:7.3K
Value:$363.6K
Installed Building Products, Inc.
Shares:2.1K
Value:$360.1K
78468R663
Shares:3.9K
Value:$355.4K
922020805
Shares:6.8K
Value:$341.3K
922908611
Shares:1.8K
Value:$340.8K
381430503
Shares:3.1K
Value:$339.6K
COSTCO WHOLESALE CORP /NEW
Shares:353
Value:$333.9K
Walt Disney Co
Shares:3.4K
Value:$332.9K
808524888
Shares:9.1K
Value:$327.6K
025072349
Shares:5.0K
Value:$327.4K
BANK OF AMERICA CORP /DE/
Shares:7.8K
Value:$324.5K
WIDEPOINT CORP
Shares:91.8K
Value:$305.7K
25434V708
Shares:9.2K
Value:$304.8K
DTE ENERGY CO
Shares:2.1K
Value:$294.9K
92204A702
Shares:526
Value:$285.4K
81369Y605
Shares:5.7K
Value:$282.5K
81369Y506
Shares:2.9K
Value:$269.3K
46138E735
Shares:7.8K
Value:$262.2K
LOCKHEED MARTIN CORP
Shares:585
Value:$261.3K