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 8 of 8
G5084H103
Shares:25.0K
Value:$192.3K
CALAMOS CONVERTIBLE & HIGH INCOME FUND
Shares:16.5K
Value:$166.5K
MARINE PRODUCTS CORP
Shares:11.0K
Value:$92.5K
Under Armour, Inc.
Shares:13.0K
Value:$77.4K
agilon health, inc.
Shares:16.6K
Value:$71.7K
MYOMO, INC.
Shares:10.0K
Value:$48.1K
Cardlytics, Inc.
Shares:14.0K
Value:$25.5K
FingerMotion, Inc.
Shares:12.0K
Value:$1.4K